Tower Bridge Advisors
Latest statistics and disclosures from Tower Bridge Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, GOOG, AAPL, AVGO, JPM, and represent 27.35% of Tower Bridge Advisors's stock portfolio.
- Added to shares of these 10 stocks: DUK (+$6.4M), TPL, ICE, NFLX, UL, BSX, NEE, LDOS, ETN, HON.
- Started 4 new stock positions in WMB, SOLS, WBD, UL.
- Reduced shares in these 10 stocks: MSFT, BRO, ORCL, GOOG, AAPL, AVGO, DHR, Unilever, BDX, JNJ.
- Sold out of its positions in CHD, STZ, DLR, FSK, FRDAX, MKC.V, TXN, Unilever, WMFFX.
- Tower Bridge Advisors was a net seller of stock by $-23M.
- Tower Bridge Advisors has $990M in assets under management (AUM), dropping by -1.11%.
- Central Index Key (CIK): 0001278249
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Positions held by Tower Bridge Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Tower Bridge Advisors
Tower Bridge Advisors holds 189 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corp Common (MSFT) | 6.9 | $69M | -5% | 142k | 483.62 |
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| Alphabet Class C Common (GOOG) | 5.9 | $59M | -3% | 187k | 313.80 |
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| Apple Common (AAPL) | 5.8 | $57M | -3% | 211k | 271.86 |
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| Broadcom Common (AVGO) | 4.7 | $46M | -3% | 134k | 346.10 |
|
| J P Morgan Chase & Common (JPM) | 4.0 | $40M | 124k | 322.22 |
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| Oracle Sys Corp Common (ORCL) | 2.9 | $29M | -8% | 148k | 194.91 |
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| Lam Research Corp Common (LRCX) | 2.3 | $23M | -2% | 134k | 171.18 |
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| Visa Common (V) | 2.1 | $21M | 60k | 350.71 |
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| Mcdonald's Corp Common (MCD) | 2.0 | $20M | -2% | 65k | 305.63 |
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| Rtx Corporation Common (RTX) | 1.9 | $19M | -3% | 103k | 183.40 |
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| Johnson & Johnson Common (JNJ) | 1.8 | $18M | -4% | 88k | 206.95 |
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| Alphabet Class A Common (GOOGL) | 1.7 | $17M | 55k | 313.00 |
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| Jacobs Solutions I Common (J) | 1.6 | $16M | -3% | 118k | 132.46 |
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| Accenture Common (ACN) | 1.6 | $16M | -5% | 58k | 268.30 |
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| Thermo Fisher Scie Common (TMO) | 1.5 | $15M | 26k | 579.46 |
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| Iqvia Holdings Common (IQV) | 1.5 | $15M | -3% | 66k | 225.41 |
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| Intercontinental E Common (ICE) | 1.5 | $15M | +15% | 90k | 161.96 |
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| Meta Platforms Common (META) | 1.3 | $13M | 20k | 660.09 |
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| Pepsico Common (PEP) | 1.2 | $12M | -3% | 85k | 143.52 |
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| Schwab Charles Cor Common (SCHW) | 1.2 | $12M | 119k | 99.91 |
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| Exxon Mobil Common (XOM) | 1.2 | $12M | 99k | 120.34 |
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| Eaton Corp Common (ETN) | 1.2 | $12M | +2% | 37k | 318.51 |
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| Aon Plc Shs Cl A Common (AON) | 1.2 | $12M | -5% | 33k | 352.88 |
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| Amazon Common (AMZN) | 1.2 | $12M | +2% | 51k | 230.82 |
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| Procter & Gamble C Common (PG) | 1.1 | $11M | -2% | 79k | 143.31 |
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| Lowe's Cos Common (LOW) | 1.1 | $11M | -2% | 45k | 241.16 |
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| Toll Brothers Common (TOL) | 1.0 | $10M | -4% | 76k | 135.22 |
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| T Mobile Us Common (TMUS) | 1.0 | $10M | -2% | 50k | 203.04 |
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| Novartis Common (NVS) | 1.0 | $9.8M | -3% | 71k | 137.87 |
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| Coca Cola Common (KO) | 1.0 | $9.8M | -7% | 140k | 69.91 |
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| Duke Energy Corpor Common (DUK) | 0.9 | $9.1M | +232% | 78k | 117.21 |
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| Abbvie Common (ABBV) | 0.9 | $9.1M | 40k | 228.49 |
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| Danaher Corp Common (DHR) | 0.9 | $9.1M | -11% | 40k | 228.92 |
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| Nvidia Corp Common (NVDA) | 0.9 | $8.9M | 48k | 186.50 |
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| Costco Wholesale Common (COST) | 0.9 | $8.8M | -4% | 10k | 862.34 |
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| Parker Hannifin Common (PH) | 0.9 | $8.6M | 9.7k | 878.96 |
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| Chevron Corp Common (CVX) | 0.8 | $8.3M | -4% | 54k | 152.41 |
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| Moodys Corp Common (MCO) | 0.8 | $8.3M | -3% | 16k | 510.85 |
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| Nextera Energy Common (NEE) | 0.8 | $8.0M | +5% | 100k | 80.28 |
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| Becton Dickinson & Common (BDX) | 0.7 | $7.3M | -12% | 38k | 194.07 |
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| Lilly, Eli And Common (LLY) | 0.7 | $7.2M | 6.7k | 1074.68 |
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| Home Depot Common (HD) | 0.7 | $7.0M | -2% | 20k | 344.10 |
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| Cme Group Common (CME) | 0.7 | $6.8M | -2% | 25k | 273.08 |
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| Wal Mart Stores In Common (WMT) | 0.7 | $6.5M | -7% | 59k | 111.41 |
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| L3 Harris Technolo Common (LHX) | 0.6 | $6.4M | 22k | 293.57 |
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| Honeywell Intl Common (HON) | 0.6 | $6.3M | +5% | 32k | 195.09 |
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| Berkshire Hathaway Common (BRK.B) | 0.6 | $6.2M | 12k | 502.65 |
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| American Express C Common (AXP) | 0.6 | $6.2M | +4% | 17k | 369.95 |
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| Oneok Common (OKE) | 0.6 | $6.2M | -5% | 84k | 73.50 |
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| Analog Devices Common (ADI) | 0.6 | $5.9M | +5% | 22k | 271.20 |
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| Abbott Labs Common (ABT) | 0.6 | $5.9M | 47k | 125.29 |
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| Lennar Corp Common (LEN) | 0.6 | $5.8M | -3% | 56k | 102.80 |
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| Brown & Brown Common (BRO) | 0.5 | $5.4M | -35% | 68k | 79.70 |
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| Watsco Common (WSO) | 0.5 | $5.3M | 16k | 336.95 |
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| Union Pacific Corp Common (UNP) | 0.5 | $4.8M | 21k | 231.32 |
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| Amgen Common (AMGN) | 0.5 | $4.8M | 15k | 327.31 |
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| Waste Mgmt Inc Del Common (WM) | 0.5 | $4.7M | 21k | 219.71 |
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| Cisco Systems Common (CSCO) | 0.5 | $4.5M | 58k | 77.03 |
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| S&p Global Common (SPGI) | 0.5 | $4.5M | 8.5k | 522.59 |
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| Linde Common (LIN) | 0.4 | $4.3M | -10% | 10k | 426.39 |
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| Enterprise Prods P Common (EPD) | 0.4 | $4.3M | 133k | 32.06 |
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| Bank Of America Common (BAC) | 0.4 | $4.1M | 75k | 55.00 |
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| Travelers Companie Common (TRV) | 0.4 | $3.9M | 14k | 290.06 |
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| Wells Fargo & Co Common (WFC) | 0.4 | $3.8M | -4% | 41k | 93.20 |
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| Merck & Company Common (MRK) | 0.4 | $3.8M | 36k | 105.26 |
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| Deere & Co. Common (DE) | 0.4 | $3.7M | 7.9k | 465.57 |
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| Ameriprise Finl In Common (AMP) | 0.4 | $3.7M | 7.4k | 490.34 |
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| Medtronic Common (MDT) | 0.4 | $3.6M | -4% | 38k | 96.06 |
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| Leidos Hldgs Common (LDOS) | 0.4 | $3.6M | +10% | 20k | 180.40 |
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| Air Prods & Chems Common (APD) | 0.4 | $3.5M | 14k | 247.02 |
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| Goldman Sachs Grou Preferr (GS.PA) | 0.3 | $3.4M | -7% | 175k | 19.35 |
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| Lockheed Martin Common (LMT) | 0.3 | $3.3M | 6.9k | 483.67 |
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| Int'l Business Mac Common (IBM) | 0.3 | $3.3M | -8% | 11k | 296.21 |
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| Mondelez Intl Common (MDLZ) | 0.3 | $3.3M | -4% | 61k | 53.83 |
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| Texas Pacific Land Common (TPL) | 0.3 | $3.2M | +183% | 11k | 287.22 |
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| Enbridge Common (ENB) | 0.3 | $3.1M | +4% | 65k | 47.83 |
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| Pnc Financial Corp Common (PNC) | 0.3 | $3.0M | 15k | 208.73 |
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| United Parcel Svc Common (UPS) | 0.3 | $2.9M | -6% | 29k | 99.19 |
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| Csx Corp Common (CSX) | 0.3 | $2.9M | 79k | 36.25 |
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| Qualcomm Common (QCOM) | 0.3 | $2.5M | -3% | 15k | 171.05 |
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| Us Bancorp Del 5.5 Preferr (USB.PH) | 0.2 | $2.4M | -4% | 136k | 17.85 |
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| Norfolk Southern C Common (NSC) | 0.2 | $2.4M | 8.3k | 288.72 |
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| Roche Hldg Common (RHHBY) | 0.2 | $2.4M | -21% | 46k | 51.78 |
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| Simon Ppty Group I Common (SPG) | 0.2 | $2.3M | 13k | 185.11 |
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| Caterpillar Common (CAT) | 0.2 | $2.3M | 4.0k | 572.87 |
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| Metlife Inc P Preferr (MET.PA) | 0.2 | $2.2M | -3% | 103k | 21.62 |
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| Colgate Palmolive Common (CL) | 0.2 | $1.8M | 23k | 79.02 |
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| Philip Morris Intl Common (PM) | 0.2 | $1.8M | +12% | 11k | 160.40 |
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| Aflac Common (AFL) | 0.2 | $1.7M | 16k | 110.27 |
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| Cdw Corp Common (CDW) | 0.2 | $1.7M | -11% | 12k | 136.20 |
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| Trane Technologies Common (TT) | 0.2 | $1.6M | 4.2k | 389.20 |
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| Bank Of America Pf Preferr (BML.PH) | 0.2 | $1.6M | -10% | 86k | 18.46 |
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| Bristol Myers Squi Common (BMY) | 0.1 | $1.4M | -19% | 27k | 53.94 |
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| Vulcan Matls Common (VMC) | 0.1 | $1.4M | 4.9k | 285.22 |
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| Ge Aerospace Common (GE) | 0.1 | $1.4M | 4.6k | 308.03 |
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| Automatic Data Pro Common (ADP) | 0.1 | $1.4M | 5.5k | 257.23 |
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| Amphenol Corp Cl A Common (APH) | 0.1 | $1.3M | 10k | 135.14 |
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| Phillips 66 Common (PSX) | 0.1 | $1.3M | 10k | 129.04 |
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| Raymond James Fina Common (RJF) | 0.1 | $1.3M | -15% | 8.1k | 160.59 |
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| Pfizer Common (PFE) | 0.1 | $1.2M | -10% | 50k | 24.90 |
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| Netflix Common (NFLX) | 0.1 | $1.2M | +907% | 13k | 93.76 |
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| Allstate Corp Common (ALL) | 0.1 | $1.2M | -7% | 5.8k | 208.15 |
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| Nisource Common (NI) | 0.1 | $1.1M | +24% | 26k | 41.76 |
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| Southern Common (SO) | 0.1 | $1.1M | +2% | 12k | 87.20 |
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| Goldman Sachs Grou Common (GS) | 0.1 | $1.1M | 1.2k | 879.00 |
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| Blackrock Common (BLK) | 0.1 | $1.1M | +10% | 1.0k | 1070.34 |
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| Diamondback Energy Common (FANG) | 0.1 | $1.1M | -20% | 7.1k | 150.33 |
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| Boston Scientific Common (BSX) | 0.1 | $1.1M | +276% | 11k | 95.35 |
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| Amentum Holdings I Common (AMTM) | 0.1 | $991k | -8% | 34k | 29.00 |
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| Walt Disney Compan Common (DIS) | 0.1 | $970k | 8.5k | 113.77 |
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| Nxp Semiconductors Common (NXPI) | 0.1 | $958k | 4.4k | 217.06 |
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| Marathon Pete Corp Common (MPC) | 0.1 | $940k | 5.8k | 162.63 |
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| Unilever Common (UL) | 0.1 | $905k | NEW | 14k | 65.40 |
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| Emerson Electric C Common (EMR) | 0.1 | $903k | 6.8k | 132.72 |
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| Fedex Corp Common (FDX) | 0.1 | $886k | -17% | 3.1k | 288.86 |
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| Prudential Finl In Common (PRU) | 0.1 | $830k | 7.3k | 112.88 |
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| Welltower Common (WELL) | 0.1 | $821k | 4.4k | 185.61 |
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| Ge Vernova Common (GEV) | 0.1 | $774k | 1.2k | 653.57 |
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| Berkshire Hathaway Common (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 |
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| Cigna Corp Common (CI) | 0.1 | $751k | 2.7k | 275.23 |
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| Unitedhealth Group Common (UNH) | 0.1 | $740k | -27% | 2.2k | 330.06 |
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| Cdn Imperial Bk Common (CM) | 0.1 | $690k | 7.6k | 90.61 |
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| Millrose Propertie Common (MRP) | 0.1 | $681k | -4% | 23k | 29.87 |
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| Mccormick & Co Common (MKC) | 0.1 | $680k | -4% | 10k | 68.11 |
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| Prologis Common (PLD) | 0.1 | $663k | 5.2k | 127.66 |
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| Morgan Stanley P Preferr (MS.PA) | 0.1 | $652k | -8% | 34k | 19.30 |
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| Applied Matls Common (AMAT) | 0.1 | $647k | -30% | 2.5k | 256.99 |
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| Verizon Communicat Common (VZ) | 0.1 | $643k | -23% | 16k | 40.73 |
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| Illinois Tool Work Common (ITW) | 0.1 | $619k | 2.5k | 246.30 |
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| Carrier Global Cor Common (CARR) | 0.1 | $610k | 12k | 52.84 |
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| Victory Portfolios Mutual (USBLX) | 0.1 | $594k | 20k | 30.08 |
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| Conocophillips Common (COP) | 0.1 | $588k | 6.3k | 93.61 |
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| American Electric Common (AEP) | 0.1 | $574k | 5.0k | 115.31 |
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| Vanguard/wellingto Mutual (VWENX) | 0.1 | $556k | 7.2k | 77.19 |
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| A T & T Common (T) | 0.1 | $544k | -2% | 22k | 24.84 |
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| Altria Group Common (MO) | 0.1 | $540k | 9.4k | 57.66 |
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| Adobe Sys Common (ADBE) | 0.1 | $539k | -17% | 1.5k | 349.99 |
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| Roper Inds Common (ROP) | 0.1 | $507k | 1.1k | 445.13 |
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| Hershey Foods Corp Common (HSY) | 0.0 | $491k | 2.7k | 181.98 |
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| Toronto Dominion B Common (TD) | 0.0 | $477k | 5.1k | 94.20 |
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| Bk Of America Corp Preferr (BML.PG) | 0.0 | $464k | -5% | 25k | 18.50 |
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| Dover Corp Common (DOV) | 0.0 | $462k | 2.4k | 195.24 |
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| Veralto Corp Common (VLTO) | 0.0 | $445k | -10% | 4.5k | 99.79 |
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| Goldman Sachs Grou Preferr (GS.PD) | 0.0 | $435k | -6% | 22k | 19.45 |
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| Starbucks Corp Common (SBUX) | 0.0 | $431k | -4% | 5.1k | 84.21 |
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| Agnico Eagle Mines Common (AEM) | 0.0 | $424k | 2.5k | 169.53 |
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| Globe Life Common (GL) | 0.0 | $420k | 3.0k | 139.86 |
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| Comcast Corp New C Common (CMCSA) | 0.0 | $409k | 14k | 29.89 |
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| Blackstone Group I Common (BX) | 0.0 | $402k | 2.6k | 154.14 |
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| Kimberly Clark Cor Common (KMB) | 0.0 | $389k | -11% | 3.9k | 100.89 |
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| Alamos Gold Inc Ne Common (AGI) | 0.0 | $386k | 10k | 38.58 |
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| Truist Financial C Common (TFC) | 0.0 | $385k | -30% | 7.8k | 49.21 |
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| Chubb Common (CB) | 0.0 | $383k | -29% | 1.2k | 312.12 |
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| Schwab S&p 500 Ind Mutual (SWPPX) | 0.0 | $381k | 22k | 17.54 |
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| Uber Technologies Common (UBER) | 0.0 | $368k | 4.5k | 81.71 |
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| 3M Common (MMM) | 0.0 | $359k | 2.2k | 160.10 |
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| Marsh & Mclennan C Common | 0.0 | $356k | 1.9k | 185.52 |
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| Asml Holding N V N Common (ASML) | 0.0 | $350k | 327.00 | 1069.86 |
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| American Balanced Mutual (ABALX) | 0.0 | $337k | +6% | 9.0k | 37.49 |
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| Sprott Physical Go Common (PHYS) | 0.0 | $330k | 10k | 33.02 |
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| Solstice Advanced Common (SOLS) | 0.0 | $314k | NEW | 6.5k | 48.58 |
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| Sandoz Group Ag Sp Common (SDZNY) | 0.0 | $310k | -2% | 4.2k | 73.01 |
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| Williams Cos Common (WMB) | 0.0 | $299k | NEW | 5.0k | 60.11 |
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| Vanguard Us Growth Mutual (VWUAX) | 0.0 | $297k | +5% | 1.5k | 195.00 |
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| Constellation Ener Common (CEG) | 0.0 | $292k | +31% | 826.00 | 353.27 |
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| Ppg Industries Common (PPG) | 0.0 | $287k | -36% | 2.8k | 102.46 |
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| State Street Corp Common (STT) | 0.0 | $284k | 2.2k | 129.01 |
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| Otis Worldwide Cor Common (OTIS) | 0.0 | $265k | 3.0k | 87.35 |
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| Zeta Global Holdin Common (ZETA) | 0.0 | $256k | 13k | 20.35 |
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| Ppl Corp Common (PPL) | 0.0 | $254k | 7.3k | 35.02 |
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| Vanguard Bd Index Mutual (VSIAX) | 0.0 | $252k | 2.8k | 91.01 |
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| Cvs Health Corp. Common (CVS) | 0.0 | $250k | 3.2k | 79.36 |
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| Franklin Custodian Mutual (FNCFX) | 0.0 | $246k | 99k | 2.49 |
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| Fidelity 500 Index Mutual (FXAIX) | 0.0 | $241k | 1.0k | 237.70 |
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| Regions Financial Common (RF) | 0.0 | $239k | 8.8k | 27.10 |
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| Warner Bros Discov Common (WBD) | 0.0 | $236k | NEW | 8.2k | 28.82 |
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| Emera Common (EMA) | 0.0 | $235k | 4.8k | 49.24 |
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| Vanguard Bd Index Mutual (VFWAX) | 0.0 | $232k | 5.1k | 45.71 |
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| International Pape Common (IP) | 0.0 | $229k | 5.8k | 39.39 |
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| Boeing Common (BA) | 0.0 | $229k | -7% | 1.1k | 217.12 |
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| Capital World Grow Mutual (CWGIX) | 0.0 | $225k | +9% | 3.2k | 71.52 |
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| Taiwan Semiconduct Common (TSM) | 0.0 | $220k | 725.00 | 303.89 |
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| Vanguard Mun Bd Mutual (VWLUX) | 0.0 | $217k | 20k | 10.84 |
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| Vanguard Charlotte Mutual (VTABX) | 0.0 | $215k | +2% | 11k | 19.36 |
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| Tractor Supply Common (TSCO) | 0.0 | $206k | 4.1k | 50.01 |
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| Dominion Res Inc V Common (D) | 0.0 | $205k | 3.5k | 58.59 |
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| Vanguard Pa Tax Fr Mutual (VPALX) | 0.0 | $182k | 17k | 10.83 |
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| Vanguard Int-term Mutual (VFIDX) | 0.0 | $161k | 18k | 8.93 |
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| Arcos Dorados Hold Common (ARCO) | 0.0 | $81k | 11k | 7.34 |
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Past Filings by Tower Bridge Advisors
SEC 13F filings are viewable for Tower Bridge Advisors going back to 2010
- Tower Bridge Advisors 2025 Q4 filed Feb. 13, 2026
- 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