Tower Bridge Advisors

Latest statistics and disclosures from Tower Bridge Advisors's latest quarterly 13F-HR filing:

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Portfolio Holdings for Tower Bridge Advisors

Tower Bridge Advisors holds 221 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common (AAPL) 5.2 $54M 214k 253.79
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Alphabet Inc. Class C Common (GOOG) 5.1 $53M 186k 286.86
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Microsoft Corporation Common (MSFT) 5.1 $53M 144k 370.17
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Broadcom Common (AVGO) 4.0 $41M 133k 309.51
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JPMorgan Chase & Co. Common (JPM) 3.6 $37M 126k 294.16
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Lam Research Corporation Common (LRCX) 2.2 $23M -20% 107k 213.66
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Oracle Corporation Common (ORCL) 2.1 $22M 149k 147.11
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Johnson & Johnson Common (JNJ) 2.1 $22M 89k 244.44
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McDonald's Corporation Common (MCD) 2.0 $21M 66k 310.79
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RTX Corporation Common (RTX) 2.0 $20M +2% 105k 192.90
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Vanguard S&P 500 ETF Etf (VOO) 1.8 $19M NEW 31k 597.55
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Visa Inc. Class A Common (V) 1.7 $18M 59k 302.24
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Exxon Mobil Corporation Common (XOM) 1.7 $17M +2% 102k 169.66
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Alphabet Inc. Class A Common (GOOGL) 1.5 $16M 55k 287.56
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Jacobs Solutions Common (J) 1.5 $15M 120k 127.28
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Intercontinental Exchange Common (ICE) 1.4 $14M 90k 157.28
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PepsiCo Common (PEP) 1.3 $14M +2% 87k 155.29
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Eaton Corp Common (ETN) 1.3 $14M 38k 357.67
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Thermo Fisher Scientific Common (TMO) 1.3 $13M +4% 27k 491.54
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Chevron Corporation Common (CVX) 1.1 $12M +4% 57k 206.90
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Charles Schwab Corp Common (SCHW) 1.1 $12M +3% 124k 93.98
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Amazon.com Common (AMZN) 1.1 $12M +9% 56k 208.27
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Duke Energy Corporation Common (DUK) 1.1 $12M +12% 88k 130.94
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Procter & Gamble Company Common (PG) 1.1 $12M 80k 144.44
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Accenture Plc Class A Common (ACN) 1.1 $11M 58k 198.29
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IQVIA Holdings Common (IQV) 1.1 $11M 66k 170.54
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Meta Platforms Inc Class A Common (META) 1.1 $11M 20k 572.13
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Novartis Common (NVS) 1.1 $11M 72k 152.75
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Lowe's Companies Common (LOW) 1.1 $11M 46k 236.28
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Aon Plc Class A Common (AON) 1.0 $11M 34k 322.78
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Coca-Cola Company Common (KO) 1.0 $11M 140k 76.05
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T-Mobile US Common (TMUS) 1.0 $11M 50k 210.03
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Toll Brothers Common (TOL) 1.0 $10M 76k 136.47
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Costco Wholesale Corporation Common (COST) 1.0 $10M 10k 996.43
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NextEra Energy Common (NEE) 0.9 $9.5M +2% 102k 92.88
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NVIDIA Corporation Common (NVDA) 0.9 $9.1M +8% 52k 174.40
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Parker-Hannifin Corporation Common (PH) 0.8 $8.7M 9.8k 895.24
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AbbVie Common (ABBV) 0.8 $8.6M 39k 217.49
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Walmart Common (WMT) 0.8 $8.1M +10% 65k 124.28
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Moody's Corporation Common (MCO) 0.8 $7.9M +11% 18k 436.26
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Honeywell International Common (HON) 0.7 $7.7M +6% 34k 226.03
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Oneok Common (OKE) 0.7 $7.7M 85k 90.39
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Schwab US Dividend Equity ETF Etf (SCHD) 0.7 $7.6M NEW 248k 30.68
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L3Harris Technologies Common (LHX) 0.7 $7.5M 22k 345.15
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CME Group Inc. Class A Common (CME) 0.7 $7.5M 25k 295.34
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Analog Devices Common (ADI) 0.7 $7.3M +6% 23k 318.14
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Vanguard FTSE All-World ex-US Index Fund Etf (VEU) 0.7 $7.2M NEW 95k 75.10
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Danaher Corporation Common (DHR) 0.7 $7.1M -5% 38k 189.60
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Home Depot Common (HD) 0.7 $6.7M 21k 328.89
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Waste Management Common (WM) 0.7 $6.7M +38% 29k 229.79
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United Parcel Service, Inc. Class B Common (UPS) 0.6 $6.5M +125% 66k 98.38
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Eli Lilly and Company Common (LLY) 0.6 $6.1M 6.7k 919.77
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Berkshire Hathaway Inc. Class B Common (BRK.B) 0.6 $6.0M 12k 479.20
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Watsco Common (WSO) 0.6 $5.9M +2% 16k 363.80
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Becton, Dickinson and Company Common (BDX) 0.6 $5.9M 37k 157.23
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SPDR S&P 500 ETF Trust Etf (SPY) 0.6 $5.8M NEW 8.9k 650.37
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Vanguard Mid-Cap ETF Etf (VO) 0.5 $5.4M NEW 19k 287.18
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Amgen Common (AMGN) 0.5 $5.3M +4% 15k 351.85
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Linde Common (LIN) 0.5 $5.3M +6% 11k 495.76
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American Express Company Common (AXP) 0.5 $5.2M +3% 17k 302.48
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Texas Pacific Land Corporation Common (TPL) 0.5 $5.2M 11k 474.56
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Abbott Laboratories Common (ABT) 0.5 $5.1M +6% 50k 102.67
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Union Pacific Corporation Common (UNP) 0.5 $5.1M 21k 242.62
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Enterprise Products Partners Common (EPD) 0.5 $4.9M -2% 130k 37.84
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Lennar Corporation Class A Common (LEN) 0.5 $4.9M 56k 86.84
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Cisco Systems Common (CSCO) 0.4 $4.4M 57k 77.59
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Merck & Co Common (MRK) 0.4 $4.2M 35k 120.29
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Lockheed Martin Corporation Common (LMT) 0.4 $4.2M 6.9k 604.39
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Air Products and Chemicals Common (APD) 0.4 $4.1M 14k 290.49
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Deere & Company Common (DE) 0.4 $4.1M -7% 7.3k 563.30
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Brown & Brown Common (BRO) 0.4 $4.0M -9% 61k 65.21
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Travelers Companies Common (TRV) 0.4 $4.0M 14k 291.68
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Enbridge Common (ENB) 0.4 $3.9M +11% 72k 54.14
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Bank of America Corp Common (BAC) 0.4 $3.7M +2% 77k 48.75
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S&P Global Common (SPGI) 0.4 $3.7M 8.6k 425.35
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Mondelez International, Inc. Class A Common (MDLZ) 0.3 $3.4M 60k 57.64
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Ameriprise Financial Common (AMP) 0.3 $3.3M 7.4k 444.40
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CSX Corporation Common (CSX) 0.3 $3.3M 79k 41.05
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Wells Fargo & Company Common (WFC) 0.3 $3.3M 41k 79.61
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Medtronic Common (MDT) 0.3 $3.2M 37k 86.65
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Leidos Holdings Common (LDOS) 0.3 $3.1M 20k 155.52
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PNC Financial Services Group Common (PNC) 0.3 $3.1M 15k 208.09
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Caterpillar Common (CAT) 0.3 $2.8M 4.0k 708.46
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Vanguard Dividend Appreciation ETF Etf (VIG) 0.3 $2.7M NEW 12k 215.06
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Invesco S&P 500 Equal Weight ETF Etf (RSP) 0.3 $2.6M NEW 14k 191.92
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International Business Machines Corporation Common (IBM) 0.2 $2.4M -9% 10k 242.39
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Norfolk Southern Corporation Common (NSC) 0.2 $2.4M 8.3k 287.00
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Simon Property Group Common (SPG) 0.2 $2.4M 13k 186.53
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Schwab U.S. Mid-Cap ETF Etf (SCHM) 0.2 $2.2M NEW 70k 30.96
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iShares Core S&P 500 ETF Etf (IVV) 0.2 $2.1M NEW 3.3k 653.21
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Vanguard Small-Cap ETF Etf (VB) 0.2 $2.0M NEW 7.7k 261.92
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Colgate-Palmolive Company Common (CL) 0.2 $1.9M 23k 85.23
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QUALCOMM Incorporated Common (QCOM) 0.2 $1.9M 15k 128.78
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Philip Morris International Common (PM) 0.2 $1.9M +3% 11k 165.34
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Vanguard FTSE Developed Markets ETF Etf (VEA) 0.2 $1.7M NEW 27k 64.08
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Aflac Incorporated Common (AFL) 0.2 $1.7M 16k 109.71
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Phillips 66 Common (PSX) 0.2 $1.7M -8% 9.3k 182.18
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Amphenol Corporation Class A Common (APH) 0.2 $1.7M +32% 13k 126.35
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Trane Technologies Common (TT) 0.2 $1.7M -4% 4.0k 416.74
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Southern Company Common (SO) 0.2 $1.6M +38% 17k 96.52
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iShares Russell Midcap ETF Etf (IWR) 0.2 $1.6M NEW 17k 97.23
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Bristol-Myers Squibb Company Common (BMY) 0.2 $1.6M 26k 60.65
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SPDR S&P Midcap 400 ETF Trust Etf (MDY) 0.1 $1.6M NEW 2.5k 616.76
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Waters Corporation Common (WAT) 0.1 $1.4M NEW 4.7k 297.80
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Marathon Petroleum Corporation Common (MPC) 0.1 $1.4M 5.8k 244.18
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Vanguard Total Stock Market ETF Etf (VTI) 0.1 $1.4M NEW 4.3k 320.81
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CDW Corporation Common (CDW) 0.1 $1.4M -9% 11k 121.02
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Diamondback Energy Common (FANG) 0.1 $1.3M -3% 6.8k 197.79
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Vulcan Materials Company Common (VMC) 0.1 $1.3M 4.9k 272.30
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Invesco QQQ Trust Series I Etf (QQQ) 0.1 $1.3M NEW 2.3k 577.19
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NiSource Common (NI) 0.1 $1.3M +6% 28k 46.66
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GE Aerospace Common (GE) 0.1 $1.2M -6% 4.3k 283.77
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Netflix Common (NFLX) 0.1 $1.2M -3% 13k 96.15
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Allstate Corporation Common (ALL) 0.1 $1.2M 5.8k 207.34
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Raymond James Financial Common (RJF) 0.1 $1.2M 8.1k 144.79
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Pfizer Common (PFE) 0.1 $1.2M -17% 41k 28.08
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Automatic Data Processing Common (ADP) 0.1 $1.1M 5.4k 203.18
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Applied Materials Common (AMAT) 0.1 $1.1M +23% 3.1k 341.79
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Vanguard FTSE Emerging Markets ETF Etf (VWO) 0.1 $1.0M NEW 19k 54.05
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Schwab Emerging Markets Equity ETF Etf (SCHE) 0.1 $990k NEW 30k 32.95
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FedEx Corporation Common (FDX) 0.1 $986k -9% 2.8k 356.18
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GE Vernova Common (GEV) 0.1 $968k -6% 1.1k 872.90
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BlackRock Common (BLK) 0.1 $965k 1.0k 961.71
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iShares Russell 1000 Value ETF Etf (IWD) 0.1 $962k NEW 4.5k 213.67
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Amentum Holdings Common (AMTM) 0.1 $931k +4% 36k 26.08
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Goldman Sachs Group Common (GS) 0.1 $931k -10% 1.1k 845.99
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Vanguard Russell 1000 Value ETF Etf (VONV) 0.1 $902k NEW 9.6k 93.74
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Emerson Electric Common (EMR) 0.1 $892k 6.8k 131.02
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State Street SPDR S&P Biotech ETF Etf (XBI) 0.1 $890k NEW 7.0k 127.73
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Welltower Common (WELL) 0.1 $875k 4.4k 197.71
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Vanguard Short-Term Bond ETF Etf (BSV) 0.1 $875k NEW 11k 78.41
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NXP Semiconductors NV Common (NXPI) 0.1 $857k 4.4k 196.86
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iShares TIPS Bond ETF Etf (TIP) 0.1 $836k NEW 7.6k 110.36
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Boston Scientific Corporation Common (BSX) 0.1 $831k +19% 13k 62.75
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ConocoPhillips Common (COP) 0.1 $829k 6.3k 132.00
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Williams Companies Common (WMB) 0.1 $791k +118% 11k 72.78
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Prologis Common (PLD) 0.1 $753k +9% 5.7k 132.18
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iShares MSCI USA Quality Factor ETF Etf (QUAL) 0.1 $748k NEW 3.9k 191.81
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SPDR Gold MiniShares Etf (GLDM) 0.1 $738k NEW 8.0k 92.69
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Cigna Group Common (CI) 0.1 $727k 2.7k 266.75
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iShares Russell Top 200 Growth ETF Etf (IWY) 0.1 $722k NEW 2.9k 248.84
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Canadian Imperial Bank of Commerce Common (CM) 0.1 $721k 7.6k 94.75
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Berkshire Hathaway Inc. Class A Common (BRK.A) 0.1 $718k 1.00 718140.00
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Vanguard Large-Cap ETF Etf (VV) 0.1 $708k NEW 2.4k 298.85
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Verizon Communications Common (VZ) 0.1 $686k -13% 14k 50.20
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Walt Disney Company Common (DIS) 0.1 $668k -18% 6.9k 96.38
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American Electric Power Company Common (AEP) 0.1 $652k 5.0k 131.08
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Millrose Properties Inc Class A Common (MRP) 0.1 $649k 23k 28.00
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Unilever Common (UL) 0.1 $626k -20% 11k 56.97
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iShares Core S&P Mid-Cap ETF Etf (IJH) 0.1 $623k NEW 9.2k 67.53
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UnitedHealth Group Incorporated Common (UNH) 0.1 $613k 2.3k 270.60
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Agnico Eagle Mines Common (AEM) 0.1 $609k +20% 3.0k 202.98
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At&t Common (T) 0.1 $597k -5% 21k 28.99
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SPDR Gold Shares Etf (GLD) 0.1 $594k NEW 1.4k 430.29
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Carrier Global Corp. Common (CARR) 0.1 $583k -10% 10k 56.31
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Schwab U.S. Large-Cap Growth ETF Etf (SCHG) 0.1 $575k NEW 20k 29.13
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Century Communities Common (CCS) 0.1 $574k NEW 10k 57.38
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Prudential Financial Common (PRU) 0.1 $562k -21% 5.8k 97.69
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Hershey Company Common (HSY) 0.1 $561k 2.7k 207.89
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Alamos Gold Common (AGI) 0.1 $555k +25% 13k 44.43
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iShares Preferred & Income Securities ETF Etf (PFF) 0.1 $533k NEW 18k 30.32
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Vanguard Mid-Cap Growth ETF Etf (VOT) 0.1 $530k NEW 2.1k 257.35
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Altria Group Common (MO) 0.0 $507k -17% 7.7k 65.99
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Illinois Tool Works Common (ITW) 0.0 $498k -23% 1.9k 260.29
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Meritage Homes Corporation Common (MTH) 0.0 $495k NEW 8.0k 61.84
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Dover Corporation Common (DOV) 0.0 $493k 2.4k 208.45
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Toronto-Dominion Bank Common (TD) 0.0 $473k 5.1k 93.31
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VanEck Semiconductor ETF Etf (SMH) 0.0 $472k NEW 1.2k 383.40
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Truist Financial Corporation Common (TFC) 0.0 $468k +30% 10k 45.97
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Sprott Physical Gold Trust Units Closed End (PHYS) 0.0 $464k +31% 13k 35.44
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iShares Russell Top 200 Value ETF Etf (IWX) 0.0 $454k NEW 4.9k 92.67
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McCormick & Company, Incorporated Common (MKC) 0.0 $453k -10% 9.0k 50.44
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Starbucks Corporation Common (SBUX) 0.0 $450k 5.0k 89.59
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ASML Holding NV Common (ASML) 0.0 $432k 327.00 1320.83
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iShares Broad USD High Yield Corporate Bond ETF Etf (USHY) 0.0 $419k NEW 11k 36.84
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Globe Life Common (GL) 0.0 $418k 3.0k 139.17
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iShares MSCI India ETF Etf (INDA) 0.0 $408k NEW 8.7k 46.84
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Chubb Common (CB) 0.0 $400k 1.2k 325.93
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Schwab U.S. Small-Cap ETF Etf (SCHA) 0.0 $390k NEW 13k 29.08
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Comcast Corporation Class A Common (CMCSA) 0.0 $382k -2% 13k 28.71
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Kimberly-Clark Corporation Common (KMB) 0.0 $372k 3.9k 96.47
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Veralto Corporation Common (VLTO) 0.0 $371k -5% 4.2k 88.43
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Vanguard Mid-Cap Value ETF Etf (VOE) 0.0 $355k NEW 1.9k 184.28
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Invesco NASDAQ 100 ETF Etf (QQQM) 0.0 $355k NEW 1.5k 237.62
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Solstice Advanced Materials Common (SOLS) 0.0 $349k -29% 4.6k 76.16
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iShares Core S&P Small Cap ETF Etf (IJR) 0.0 $342k NEW 2.7k 124.31
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Taiwan Semiconductor Manufacturing Common (TSM) 0.0 $330k +34% 976.00 337.95
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Adobe Common (ADBE) 0.0 $324k -13% 1.3k 243.08
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Uber Technologies Common (UBER) 0.0 $324k 4.5k 71.93
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iShares Core S&P US Value ETF Etf (IUSV) 0.0 $307k NEW 3.0k 102.25
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iShares iBonds Dec 2028 Term Treasury ETF Etf (IBTI) 0.0 $300k NEW 14k 22.28
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Blackstone Common (BX) 0.0 $300k 2.6k 114.99
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iShares iBonds Dec 2027 Term Treasury ETF Etf (IBTH) 0.0 $300k NEW 13k 22.43
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PPG Industries Common (PPG) 0.0 $299k 2.8k 106.88
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Marsh & McLennan Companies Common (MRSH) 0.0 $298k -10% 1.7k 173.45
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Vanguard Growth ETF Etf (VUG) 0.0 $295k NEW 676.00 436.79
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PPL Corporation Common (PPL) 0.0 $278k 7.3k 38.20
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Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest Closed End (NEA) 0.0 $277k NEW 25k 11.23
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State Street Corporation Common (STT) 0.0 $275k 2.2k 126.56
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Vanguard Small Cap Value ETF Etf (VBR) 0.0 $272k NEW 1.3k 217.25
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iShares Select Dividend ETF Etf (DVY) 0.0 $265k NEW 1.8k 151.41
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3M Company Common (MMM) 0.0 $253k -22% 1.7k 145.23
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Emera Incorporated Common (EMA) 0.0 $247k 4.8k 51.84
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Phillips Edison & Company Common (PECO) 0.0 $238k NEW 6.4k 37.42
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First Trust NASDAQ-100 Technology Sector Index Fund Etf (QTEC) 0.0 $237k NEW 1.1k 215.98
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Equinix Common (EQIX) 0.0 $230k NEW 235.00 980.24
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Regions Financial Corporation Common (RF) 0.0 $230k 8.8k 26.12
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State Street Health Care Select Sector SPDR ETF Etf (XLV) 0.0 $224k NEW 1.5k 146.61
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Freeport-McMoRan Common (FCX) 0.0 $223k NEW 3.8k 58.78
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Dell Technologies, Inc. Class C Common (DELL) 0.0 $222k NEW 1.4k 164.13
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Dominion Energy Common (D) 0.0 $217k 3.5k 61.82
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Warner Bros. Discovery, Inc. Series A Common (WBD) 0.0 $216k -3% 7.9k 27.46
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Sysco Corporation Common (SYY) 0.0 $213k NEW 3.0k 71.33
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State Street Technology Select Sector SPDR ETF Etf (XLK) 0.0 $210k NEW 1.6k 132.90
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Boeing Company Common (BA) 0.0 $210k 1.1k 199.03
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International Paper Company Common (IP) 0.0 $208k 5.8k 35.70
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Schwab U.S. Broad Market ETF Etf (SCHB) 0.0 $206k NEW 8.2k 25.10
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Roper Technologies Common (ROP) 0.0 $202k -50% 570.00 353.86
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iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTG) 0.0 $201k NEW 8.8k 22.91
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Zeta Global Holdings Corp. Class A Common (ZETA) 0.0 $185k -7% 12k 15.92
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Arcos Dorados Holdings, Inc. Class A Common (ARCO) 0.0 $83k -9% 10k 8.25
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Past Filings by Tower Bridge Advisors

SEC 13F filings are viewable for Tower Bridge Advisors going back to 2010

View all past filings