TF

Towpath Focus Fund | TOWFX

Mutual Fund
MSS Series Trust
Last update 2026-04-29 35 Stocks (0 new)
Value $60.00 Mil Turnover 3 %
Countries:
Top Holdings: GOOGL(10.90%)MCK(7.20%)SHEL(5.17%)NVS(5.06%)TPR(4.95%)
Summary Stock Picks Current Portfolio News
Towpath Focus Fund Top Holdings of 2026-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GOOGL
Alphabet Inc
21,100
6,578.1
0%
10.900
0%
0.000
+20.23%
+17.41%
4,470,117.6
Interactive Media
MCK
McKesson Corp
4,400
4,344.4
+2.33%
7.200
+0.16%
0.000
-5.65%
-1.39%
94,520.4
Medical Distribution
BNY
Bank of New York Mellon Corp
35,930
4,279.3
+4.05%
7.090
+0.28%
0.010
+23.19%
+32.83%
104,954.2
Banks
SHEL
Shell PLC
37,400
3,123.3
+4.76%
5.170
+0.24%
0.000
-12.13%
+13.65%
220,292.0
Oil & Gas
NVS
Novartis AG
18,100
3,052.0
0%
5.060
0%
0.000
+3.84%
+17.34%
297,888.7
Drug Manufacturers
TPR
Tapestry Inc
19,200
2,985.0
0%
4.950
0%
0.010
+4.65%
+15.14%
29,559.1
Retail - Cyclical
COR
Cencora Inc
7,490
2,787.3
0%
4.620
0%
0.000
-4.90%
-9.49%
59,240.0
Medical Distribution
BAC
Bank of America Corp
42,770
2,131.2
+2.15%
3.530
+0.07%
0.000
+19.67%
+10.02%
424,801.9
Banks
GSK
GSK PLC
34,164
2,020.1
0%
3.350
0%
0.000
-3.64%
+10.59%
106,789.3
Drug Manufacturers
VLO
Valero Energy Corp
9,830
2,011.6
0%
3.330
0%
0.000
+6.36%
+65.32%
79,049.4
Oil & Gas

Towpath Focus Fund's Historical Top Holdings Breakdowns

Towpath Focus Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CHKP
Check Point Software Technologies Ltd
Check Point Software Technologies Ltd
2026-02-28
Add
Add
+0.53%
●
152.07 ($181.07) 198.48
$138.75
-23.37%
Add 33.33%
8,400
2,100
KO
Coca-Cola Co
2026-02-28
Add
Add
+0.49%
●
67.54 ($73.26) 81.56
$84.05
14.73%
Add 33.64%
14,300
3,600
GNTX
Gentex Corp
2026-02-28
Add
Add
+0.38%
●
22.82 ($23.79) 24.89
$24.04
1.05%
Add 29.29%
42,820
9,700
BKNG
Booking Holdings Inc
2026-02-28
Add
Add
+0.35%
●
154.83 ($198.35) 219.68
$181.95
-8.27%
Add 17.01%
8,600
50
BNY
Bank of New York Mellon Corp
2026-02-28
Add
Add
+0.28%
●
111.81 ($118.64) 127.61
$152.91
28.89%
Add 4.05%
35,930
1,400
SHEL
Shell PLC
2026-02-28
Add
Add
+0.24%
●
70.31 ($75.07) 83.51
$81.99
9.22%
Add 4.76%
37,400
1,700
MCK
McKesson Corp
2026-02-28
Add
Add
+0.16%
●
795.01 ($856.65) 987.37
$807.33
-5.76%
Add 2.33%
4,400
100
GILD
Gilead Sciences Inc
2026-02-28
Add
Add
+0.15%
●
118.3 ($132.86) 155.8
$136.36
2.63%
Add 4.65%
13,500
600
ADBE
Adobe Inc
2026-02-28
Add
Add
+0.07%
●
246.68 ($309.27) 357.53
$221.54
-28.37%
Add 6.82%
2,350
150
BAC
Bank of America Corp
2026-02-28
Add
Add
+0.07%
●
49.83 ($53.99) 57.25
$59.86
10.87%
Add 2.15%
42,770
900

Towpath Focus Fund Total Holding History ($B)

To

Towpath Focus Fund's Asset Allocation

To

Towpath Focus Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Towpath Focus Fund's Hypothetical Growth since 2026-02-28

Towpath Focus Fund's Yearly Returns

This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.

Year Portfolio % % Excess Gain %

Towpath Focus Fund's Holdings Heat Map

Size field:

Towpath Focus Fund's Holdings Bubble Chart

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