Tower Bridge Advisors
Latest statistics and disclosures from Tower Bridge Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, GOOG, AVGO, ORCL, and represent 27.21% of Tower Bridge Advisors's stock portfolio.
- Added to shares of these 10 stocks: ICE (+$5.8M), BRO (+$5.6M), LIN, PM, DUK, COST, GE, WFC, SWPPX, GEV.
- Started 8 new stock positions in PM, TSM, BSX, D, BA, DLR, ARCO, CEG.
- Reduced shares in these 10 stocks: UNH (-$7.0M), ORCL, ADBE, AON, MSFT, AAPL, STZ, GOOGL, V, BRK.B.
- Sold out of its positions in DRI, DEO, FMC, FDS, FNF.
- Tower Bridge Advisors was a net seller of stock by $-7.8M.
- Tower Bridge Advisors has $1.0B in assets under management (AUM), dropping by 7.64%.
- Central Index Key (CIK): 0001278249
Tip: Access up to 7 years of quarterly data
Positions held by Tower Bridge Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Tower Bridge Advisors
Tower Bridge Advisors holds 194 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corp Common (MSFT) | 7.8 | $78M | 150k | 517.95 |
|
|
| Apple Common (AAPL) | 5.6 | $56M | 219k | 254.63 |
|
|
| Alphabet Class C Common (GOOG) | 4.7 | $47M | 194k | 243.55 |
|
|
| Broadcom Common (AVGO) | 4.6 | $46M | 139k | 329.91 |
|
|
| Oracle Sys Corp Common (ORCL) | 4.6 | $46M | -7% | 162k | 281.24 |
|
| J P Morgan Chase & Co Common (JPM) | 4.0 | $40M | 126k | 315.43 |
|
|
| Visa Common (V) | 2.1 | $21M | -3% | 61k | 341.38 |
|
| Mcdonald's Corp Common (MCD) | 2.0 | $20M | 67k | 303.89 |
|
|
| Lam Research Corp Common (LRCX) | 1.8 | $18M | 137k | 133.90 |
|
|
| Jacobs Solutions Common (J) | 1.8 | $18M | 122k | 149.86 |
|
|
| Rtx Corporation Common (RTX) | 1.8 | $18M | 106k | 167.33 |
|
|
| Johnson & Johnson Common (JNJ) | 1.7 | $17M | 92k | 185.42 |
|
|
| Accenture Common (ACN) | 1.5 | $15M | 61k | 246.60 |
|
|
| Meta Platforms Common (META) | 1.4 | $15M | 20k | 734.38 |
|
|
| Alphabet Class A Common (GOOGL) | 1.4 | $14M | -4% | 56k | 243.10 |
|
| Eaton Corp Common (ETN) | 1.4 | $14M | 36k | 374.25 |
|
|
| Intercontinental Exch Common (ICE) | 1.3 | $13M | +78% | 78k | 168.48 |
|
| Iqvia Holdings Common (IQV) | 1.3 | $13M | 68k | 189.94 |
|
|
| Thermo Fisher Scienti Common (TMO) | 1.3 | $13M | 26k | 485.03 |
|
|
| Aon Plc Shs Cl A Common (AON) | 1.3 | $13M | -13% | 35k | 356.58 |
|
| T Mobile Us Common (TMUS) | 1.2 | $12M | -2% | 52k | 239.38 |
|
| Procter & Gamble Common (PG) | 1.2 | $12M | 81k | 153.65 |
|
|
| Pepsico Common (PEP) | 1.2 | $12M | -3% | 88k | 140.44 |
|
| Lowe's Cos Common (LOW) | 1.2 | $12M | 47k | 251.31 |
|
|
| Schwab Charles Corp Common (SCHW) | 1.2 | $12M | -2% | 121k | 95.47 |
|
| Exxon Mobil Common (XOM) | 1.1 | $11M | 100k | 112.75 |
|
|
| Toll Brothers Common (TOL) | 1.1 | $11M | 79k | 138.14 |
|
|
| Amazon Common (AMZN) | 1.1 | $11M | 50k | 219.57 |
|
|
| Coca Cola Common (KO) | 1.0 | $10M | 152k | 66.32 |
|
|
| Costco Wholesale Common (COST) | 1.0 | $9.9M | +9% | 11k | 925.63 |
|
| Brown & Brown Common (BRO) | 1.0 | $9.9M | +130% | 105k | 93.79 |
|
| Novartis Common (NVS) | 0.9 | $9.4M | 73k | 128.24 |
|
|
| Abbvie Common (ABBV) | 0.9 | $9.3M | 40k | 231.54 |
|
|
| Nvidia Corp Common (NVDA) | 0.9 | $8.9M | 48k | 186.58 |
|
|
| Danaher Corp Common (DHR) | 0.9 | $8.9M | 45k | 198.26 |
|
|
| Chevron Corp Common (CVX) | 0.9 | $8.9M | 57k | 155.29 |
|
|
| Home Depot Common (HD) | 0.8 | $8.4M | 21k | 405.19 |
|
|
| Becton Dickinson & Co Common (BDX) | 0.8 | $8.0M | -3% | 43k | 187.17 |
|
| Moodys Corp Common (MCO) | 0.8 | $8.0M | -2% | 17k | 476.48 |
|
| Lennar Corp Common (LEN) | 0.7 | $7.4M | 58k | 126.04 |
|
|
| Parker Hannifin Corp Common (PH) | 0.7 | $7.2M | 9.6k | 758.15 |
|
|
| Nextera Energy Common (NEE) | 0.7 | $7.2M | 95k | 75.49 |
|
|
| Cme Group Common (CME) | 0.7 | $6.9M | 26k | 270.19 |
|
|
| L3 Harris Technologie Common (LHX) | 0.7 | $6.6M | 22k | 305.41 |
|
|
| Wal Mart Stores Common (WMT) | 0.7 | $6.6M | 64k | 103.06 |
|
|
| Oneok Common (OKE) | 0.7 | $6.5M | 89k | 72.97 |
|
|
| Watsco Common (WSO) | 0.6 | $6.4M | 16k | 404.29 |
|
|
| Honeywell Intl Common (HON) | 0.6 | $6.4M | 30k | 210.50 |
|
|
| Berkshire Hathaway In Common (BRK.B) | 0.6 | $6.2M | -8% | 12k | 502.74 |
|
| Abbott Labs Common (ABT) | 0.6 | $6.2M | 47k | 133.94 |
|
|
| American Express Common (AXP) | 0.5 | $5.3M | -3% | 16k | 332.16 |
|
| Linde Common (LIN) | 0.5 | $5.3M | +449% | 11k | 475.00 |
|
| Lilly, Eli And Common (LLY) | 0.5 | $5.1M | 6.7k | 763.00 |
|
|
| Analog Devices Common (ADI) | 0.5 | $5.1M | 21k | 245.70 |
|
|
| Union Pacific Corp Common (UNP) | 0.5 | $4.9M | -3% | 21k | 236.37 |
|
| Waste Mgmt Inc Del Common (WM) | 0.5 | $4.6M | 21k | 220.83 |
|
|
| Enterprise Prods Part Common (EPD) | 0.4 | $4.2M | -2% | 134k | 31.27 |
|
| S&p Global Common (SPGI) | 0.4 | $4.2M | 8.6k | 486.71 |
|
|
| Amgen Common (AMGN) | 0.4 | $4.2M | 15k | 282.20 |
|
|
| Goldman Sachs Group I Preferr (GS.PA) | 0.4 | $4.0M | +2% | 189k | 21.11 |
|
| Mondelez Intl Common (MDLZ) | 0.4 | $4.0M | 64k | 62.47 |
|
|
| Cisco Systems Common (CSCO) | 0.4 | $4.0M | 58k | 68.42 |
|
|
| Air Prods & Chems Common (APD) | 0.4 | $3.9M | 14k | 272.72 |
|
|
| Bank Of America Corp Common (BAC) | 0.4 | $3.8M | 74k | 51.59 |
|
|
| Medtronic Common (MDT) | 0.4 | $3.8M | -3% | 40k | 95.24 |
|
| Travelers Companies I Common (TRV) | 0.4 | $3.8M | +2% | 14k | 279.22 |
|
| Texas Pacific Land Common (TPL) | 0.4 | $3.7M | -7% | 3.9k | 933.64 |
|
| Ameriprise Finl Common (AMP) | 0.4 | $3.7M | 7.4k | 491.25 |
|
|
| Deere & Co. Common (DE) | 0.4 | $3.6M | -3% | 7.9k | 457.26 |
|
| Wells Fargo & Co Common (WFC) | 0.4 | $3.6M | +9% | 43k | 83.82 |
|
| Lockheed Martin Corp Common (LMT) | 0.3 | $3.4M | 6.9k | 499.21 |
|
|
| Leidos Hldgs Common (LDOS) | 0.3 | $3.4M | 18k | 188.96 |
|
|
| Int'l Business Machin Common (IBM) | 0.3 | $3.4M | 12k | 282.16 |
|
|
| Enbridge Common (ENB) | 0.3 | $3.2M | 63k | 50.46 |
|
|
| Merck & Company Common (MRK) | 0.3 | $3.0M | -8% | 36k | 83.93 |
|
| Pnc Financial Corp Common (PNC) | 0.3 | $3.0M | 15k | 200.93 |
|
|
| Duke Energy Corporati Common (DUK) | 0.3 | $2.9M | +49% | 24k | 123.75 |
|
| Csx Corp Common (CSX) | 0.3 | $2.8M | 78k | 35.51 |
|
|
| US BANCORP DEL 5.56 percent Preferr (USB.PH) | 0.3 | $2.8M | 142k | 19.59 |
|
|
| United Parcel Svc Common (UPS) | 0.3 | $2.6M | -4% | 31k | 83.53 |
|
| METLIFE INC 4.0 percent P Preferr (MET.PA) | 0.3 | $2.6M | 107k | 24.04 |
|
|
| Qualcomm Common (QCOM) | 0.3 | $2.6M | 16k | 166.36 |
|
|
| Norfolk Southern Corp Common (NSC) | 0.3 | $2.5M | 8.3k | 300.41 |
|
|
| Roche Hldg Common (RHHBY) | 0.2 | $2.4M | -3% | 59k | 40.83 |
|
| Simon Ppty Group Common (SPG) | 0.2 | $2.4M | 13k | 187.67 |
|
|
| Cdw Corp Common (CDW) | 0.2 | $2.2M | -12% | 14k | 159.28 |
|
| Bank Of America Pfd D Preferr (BML.PH) | 0.2 | $2.0M | 96k | 20.44 |
|
|
| Caterpillar Common (CAT) | 0.2 | $1.9M | 4.0k | 477.15 |
|
|
| Colgate Palmolive Common (CL) | 0.2 | $1.8M | 23k | 79.94 |
|
|
| Aflac Common (AFL) | 0.2 | $1.8M | -3% | 16k | 111.70 |
|
| Trane Technologies Pl Common (TT) | 0.2 | $1.8M | 4.2k | 421.96 |
|
|
| Raymond James Financi Common (RJF) | 0.2 | $1.6M | 9.6k | 172.60 |
|
|
| Automatic Data Proces Common (ADP) | 0.2 | $1.6M | -2% | 5.5k | 293.50 |
|
| Philip Morris Intl In Common (PM) | 0.2 | $1.6M | NEW | 9.7k | 162.20 |
|
| Netflix Common (NFLX) | 0.2 | $1.5M | 1.3k | 1198.92 |
|
|
| Vulcan Matls Common (VMC) | 0.2 | $1.5M | 4.9k | 307.62 |
|
|
| Bristol Myers Squibb Common (BMY) | 0.1 | $1.5M | -3% | 33k | 45.10 |
|
| Pfizer Common (PFE) | 0.1 | $1.4M | 56k | 25.48 |
|
|
| Phillips 66 Common (PSX) | 0.1 | $1.4M | 10k | 136.02 |
|
|
| Ge Aerospace Common (GE) | 0.1 | $1.4M | +65% | 4.6k | 300.82 |
|
| Allstate Corp Common (ALL) | 0.1 | $1.3M | 6.3k | 214.65 |
|
|
| Diamondback Energy In Common (FANG) | 0.1 | $1.3M | -6% | 9.0k | 143.10 |
|
| Amphenol Corp Cl A Common (APH) | 0.1 | $1.2M | 9.8k | 123.75 |
|
|
| Southern Common (SO) | 0.1 | $1.1M | +2% | 12k | 94.77 |
|
| Marathon Pete Corp Common (MPC) | 0.1 | $1.1M | 5.8k | 192.74 |
|
|
| Unitedhealth Group In Common (UNH) | 0.1 | $1.1M | -86% | 3.1k | 345.30 |
|
| Blackrock Common (BLK) | 0.1 | $1.1M | 911.00 | 1165.87 |
|
|
| Unilever Common (UL) | 0.1 | $1.0M | 18k | 59.28 |
|
|
| Nxp Semiconductors N Common (NXPI) | 0.1 | $1000k | +4% | 4.4k | 227.73 |
|
| Walt Disney Company Common (DIS) | 0.1 | $977k | -2% | 8.5k | 114.50 |
|
| Goldman Sachs Group I Common (GS) | 0.1 | $976k | 1.2k | 796.35 |
|
|
| Nisource Common (NI) | 0.1 | $915k | 21k | 43.30 |
|
|
| Verizon Communication Common (VZ) | 0.1 | $908k | 21k | 43.95 |
|
|
| Emerson Electric Common (EMR) | 0.1 | $901k | 6.9k | 131.18 |
|
|
| Amentum Holdings Common (AMTM) | 0.1 | $891k | +3% | 37k | 23.95 |
|
| Fedex Corp Common (FDX) | 0.1 | $877k | -40% | 3.7k | 235.81 |
|
| Millrose Properties I Common (MRP) | 0.1 | $799k | 24k | 33.61 |
|
|
| Welltower Common (WELL) | 0.1 | $788k | 4.4k | 178.14 |
|
|
| Morgan Stanley Pfd A Preferr (MS.PA) | 0.1 | $788k | 37k | 21.41 |
|
|
| Cigna Corp Common (CI) | 0.1 | $786k | 2.7k | 288.25 |
|
|
| Prudential Finl Common (PRU) | 0.1 | $773k | -2% | 7.4k | 103.74 |
|
| Berkshire Hathaway In Common (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 |
|
|
| Applied Matls Common (AMAT) | 0.1 | $741k | -15% | 3.6k | 204.74 |
|
| Ge Vernova Common (GEV) | 0.1 | $728k | +69% | 1.2k | 614.90 |
|
| Mccormick & Co Common (MKC) | 0.1 | $697k | -5% | 10k | 66.91 |
|
| Carrier Global Corpor Common (CARR) | 0.1 | $689k | -4% | 12k | 59.70 |
|
| Adobe Sys Common (ADBE) | 0.1 | $658k | -84% | 1.9k | 352.75 |
|
| Illinois Tool Works I Common (ITW) | 0.1 | $656k | 2.5k | 260.76 |
|
|
| A T & T Common (T) | 0.1 | $635k | +5% | 23k | 28.24 |
|
| Altria Group Common (MO) | 0.1 | $623k | 9.4k | 66.06 |
|
|
| Cdn Imperial Bk Comm Common (CM) | 0.1 | $608k | 7.6k | 79.89 |
|
|
| Prologis Common (PLD) | 0.1 | $595k | -5% | 5.2k | 114.52 |
|
| Conocophillips Common (COP) | 0.1 | $594k | 6.3k | 94.59 |
|
|
| Victory Portfolios Ii Mutual (USBLX) | 0.1 | $584k | 20k | 29.59 |
|
|
| Vanguard/wellington F Mutual (VWENX) | 0.1 | $581k | 7.1k | 82.17 |
|
|
| Roper Inds Common (ROP) | 0.1 | $569k | +4% | 1.1k | 498.69 |
|
| American Electric Pow Common (AEP) | 0.1 | $560k | 5.0k | 112.50 |
|
|
| Bk Of America Corp Pf Preferr (BML.PG) | 0.1 | $547k | -11% | 27k | 20.57 |
|
| Kimberly Clark Corp Common (KMB) | 0.1 | $541k | 4.4k | 124.34 |
|
|
| Veralto Corp Common (VLTO) | 0.1 | $529k | -15% | 5.0k | 106.62 |
|
| Truist Financial Corp Common (TFC) | 0.1 | $516k | -2% | 11k | 45.72 |
|
| Hershey Foods Corp Common (HSY) | 0.1 | $505k | 2.7k | 187.05 |
|
|
| Goldman Sachs Group I Preferr (GS.PD) | 0.0 | $499k | 24k | 20.90 |
|
|
| Texas Instruments Common (TXN) | 0.0 | $497k | 2.7k | 183.73 |
|
|
| Chubb Common (CB) | 0.0 | $490k | 1.7k | 282.25 |
|
|
| Ppg Industries Common (PPG) | 0.0 | $463k | 4.4k | 105.11 |
|
|
| Starbucks Corp Common (SBUX) | 0.0 | $453k | 5.4k | 84.60 |
|
|
| Blackstone Group Common (BX) | 0.0 | $446k | +23% | 2.6k | 170.85 |
|
| Uber Technologies Common (UBER) | 0.0 | $441k | 4.5k | 97.97 |
|
|
| Comcast Corp New Cl A Common (CMCSA) | 0.0 | $430k | -9% | 14k | 31.42 |
|
| Globe Life Common (GL) | 0.0 | $429k | 3.0k | 142.97 |
|
|
| Agnico Eagle Mines Lt Common (AEM) | 0.0 | $421k | 2.5k | 168.56 |
|
|
| Toronto Dominion Bk O Common (TD) | 0.0 | $405k | 5.1k | 79.95 |
|
|
| Dover Corp Common (DOV) | 0.0 | $395k | 2.4k | 166.83 |
|
|
| Marsh & Mclennan Cos Common (MMC) | 0.0 | $388k | -9% | 1.9k | 201.53 |
|
| Schwab S&p 500 Index Mutual (SWPPX) | 0.0 | $375k | +499% | 22k | 17.27 |
|
| Alamos Gold Inc New C Common (AGI) | 0.0 | $349k | 10k | 34.86 |
|
|
| 3M Common (MMM) | 0.0 | $348k | +4% | 2.2k | 155.18 |
|
| American Funds Washin Mutual (WMFFX) | 0.0 | $333k | 5.0k | 66.87 |
|
|
| American Balanced Mutual (ABALX) | 0.0 | $325k | 8.4k | 38.61 |
|
|
| Asml Holding N V N Y Common (ASML) | 0.0 | $317k | -7% | 327.00 | 968.09 |
|
| Church & Dwight Common (CHD) | 0.0 | $316k | 3.6k | 87.63 |
|
|
| Vanguard Us Growth Fu Mutual (VWUAX) | 0.0 | $311k | 1.4k | 214.74 |
|
|
| Sprott Physical Gold Common (PHYS) | 0.0 | $296k | 10k | 29.62 |
|
|
| Franklin Managed Tr R Mutual (FRDAX) | 0.0 | $289k | 2.9k | 98.40 |
|
|
| Boston Scientific Cor Common (BSX) | 0.0 | $288k | NEW | 3.0k | 97.63 |
|
| Otis Worldwide Corp C Common (OTIS) | 0.0 | $281k | -8% | 3.1k | 91.43 |
|
| International Paper C Common (IP) | 0.0 | $270k | 5.8k | 46.40 |
|
|
| Ppl Corp Common (PPL) | 0.0 | $270k | 7.3k | 37.16 |
|
|
| Mccormick & Co Common (MKC.V) | 0.0 | $267k | 4.0k | 66.72 |
|
|
| Sandoz Group Ag Spons Common (SDZNY) | 0.0 | $258k | -2% | 4.4k | 59.28 |
|
| State Street Corp Common (STT) | 0.0 | $255k | 2.2k | 116.01 |
|
|
| Zeta Global Holdings Common (ZETA) | 0.0 | $250k | 13k | 19.87 |
|
|
| Vanguard Bd Index Fds Mutual (VSIAX) | 0.0 | $248k | 2.8k | 89.65 |
|
|
| Boeing Common (BA) | 0.0 | $245k | NEW | 1.1k | 215.83 |
|
| Franklin Custodian Mutual (FNCFX) | 0.0 | $244k | 99k | 2.47 |
|
|
| Cvs Health Corp. Common (CVS) | 0.0 | $238k | -42% | 3.2k | 75.39 |
|
| Constellation Brands Common (STZ) | 0.0 | $236k | -80% | 1.8k | 134.67 |
|
| Tractor Supply Common (TSCO) | 0.0 | $235k | 4.1k | 56.87 |
|
|
| Fidelity 500 Index Fu Mutual (FXAIX) | 0.0 | $235k | 1.0k | 232.94 |
|
|
| Regions Financial Cor Common (RF) | 0.0 | $232k | 8.8k | 26.37 |
|
|
| Emera Common (EMA) | 0.0 | $229k | 4.8k | 47.96 |
|
|
| Vanguard Bd Index Fds Mutual (VFWAX) | 0.0 | $221k | 5.0k | 44.42 |
|
|
| Digital Realty Trust Common (DLR) | 0.0 | $220k | NEW | 1.3k | 172.88 |
|
| Capital World Growth Mutual (CWGIX) | 0.0 | $216k | 2.9k | 75.17 |
|
|
| Vanguard Mun Bd Fd In Mutual (VWLUX) | 0.0 | $215k | 20k | 10.76 |
|
|
| Dominion Res Inc Va Common (D) | 0.0 | $214k | NEW | 3.5k | 61.17 |
|
| Vanguard Charlotte Mutual (VTABX) | 0.0 | $214k | 11k | 19.73 |
|
|
| Constellation Energy Common (CEG) | 0.0 | $206k | NEW | 626.00 | 329.07 |
|
| Taiwan Semiconductor Common (TSM) | 0.0 | $203k | NEW | 725.00 | 279.29 |
|
| Vanguard Pa Tax Free Mutual (VPALX) | 0.0 | $180k | 17k | 10.69 |
|
|
| Fs Kkr Capital Corp C Common (FSK) | 0.0 | $166k | 11k | 14.93 |
|
|
| Vanguard Int-term Inv Mutual (VFIDX) | 0.0 | $159k | 18k | 8.93 |
|
|
| Arcos Dorados Holding Common (ARCO) | 0.0 | $75k | NEW | 11k | 6.75 |
|
Past Filings by Tower Bridge Advisors
SEC 13F filings are viewable for Tower Bridge Advisors going back to 2010
- Tower Bridge Advisors 2025 Q3 filed Nov. 12, 2025
- Tower Bridge Advisors 2025 Q2 filed Aug. 11, 2025
- Tower Bridge Advisors 2025 Q1 filed May 8, 2025
- Tower Bridge Advisors 2024 Q4 filed Feb. 5, 2025
- Tower Bridge Advisors 2024 Q3 filed Nov. 6, 2024
- Tower Bridge Advisors 2024 Q2 filed July 24, 2024
- Tower Bridge Advisors 2024 Q1 filed April 29, 2024
- Tower Bridge Advisors 2023 Q4 filed Feb. 14, 2024
- Tower Bridge Advisors 2023 Q3 filed Nov. 1, 2023
- Tower Bridge Advisors 2023 Q2 filed July 20, 2023
- Tower Bridge Advisors 2023 Q1 filed April 26, 2023
- Tower Bridge Advisors 2022 Q4 filed Jan. 27, 2023
- Tower Bridge Advisors 2022 Q3 filed Nov. 14, 2022
- Tower Bridge Advisors 2022 Q2 filed July 21, 2022
- Tower Bridge Advisors 2022 Q1 filed May 5, 2022
- Tower Bridge Advisors 2021 Q4 filed Feb. 9, 2022