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Tower Bridge Advisors Top Holdings and 13F Report (2025)

About Tower Bridge Advisors

Investment Activity

  • Tower Bridge Advisors has $930.24 million in total holdings as of June 30, 2025.
  • Tower Bridge Advisors owns shares of 191 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
  • Approximately 1.59% of the portfolio was purchased this quarter.
  • About 3.44% of the portfolio was sold this quarter.
  • This quarter, Tower Bridge Advisors has purchased 198 new stocks and bought additional shares in 38 stocks.
  • Tower Bridge Advisors sold shares of 84 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Microsoft
$76,000,197
Apple
$45,702,397
Broadcom
$38,577,218
Oracle
$38,409,069

Largest New Holdings this Quarter

65473P105 - NiSource
$843,106 Holding
31620R303 - Fidelity National Financial
$452,628 Holding
008474108 - Agnico Eagle Mines
$297,325 Holding
011532108 - Alamos Gold
$265,600 Holding
85207H104 - SPROTT PHYSICAL GOLD
$253,500 Holding

Largest Purchases this Quarter

NVIDIA
9,635 shares (about $1.52M)
American Express
3,810 shares (about $1.22M)
NextEra Energy
14,050 shares (about $975.35K)
Amazon.com
4,320 shares (about $947.76K)
NiSource
20,900 shares (about $843.11K)

Largest Sales this Quarter

FedEx
13,905 shares (about $3.16M)
Oracle
9,681 shares (about $2.12M)
Microsoft
3,797 shares (about $1.89M)
UnitedHealth Group
5,650 shares (about $1.76M)
Apple
5,892 shares (about $1.21M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTower Bridge Advisors

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Corporation stock logo
MSFT
Microsoft
$76,000,197$1,888,664 -2.4%152,7928.2%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$45,702,397$1,208,861 -2.6%222,7544.9%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$38,577,218$801,590 -2.0%139,9504.1%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$38,409,069$2,116,553 -5.2%175,6814.1%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$36,766,700$1,205,736 -3.2%126,8214.0%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$34,719,744$629,381 -1.8%195,7253.7%Computer and Technology
Visa Inc. stock logo
V
Visa
$22,206,602$355 0.0%62,5452.4%Business Services
McDonald's Corporation stock logo
MCD
McDonald's
$19,592,341$223,802 -1.1%67,0582.1%Retail/Wholesale
Accenture PLC stock logo
ACN
Accenture
$18,438,524$545,773 -2.9%61,6902.0%Computer and Technology
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$16,054,251$149,327 -0.9%122,1321.7%Business Services
RTX Corporation stock logo
RTX
RTX
$15,570,815$125,723 -0.8%106,6351.7%Aerospace
Aon plc stock logo
AON
AON
$14,488,024$824,829 -5.4%40,6101.6%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$14,403,088$220,689 1.6%19,5141.5%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$14,110,055$634,520 -4.3%92,3741.5%Medical
LAM RESEARCH CORP
$13,486,554$282,189 -2.0%138,5511.4%COMMON
Eaton Corporation, PLC stock logo
ETN
Eaton
$12,982,298$114,237 0.9%36,3661.4%Industrials
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$12,901,107$337,918 -2.6%80,9761.4%Consumer Staples
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$12,717,128$188,940 1.5%53,3751.4%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$12,085,584$766,886 -6.0%91,5301.3%Consumer Staples
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$11,316,315$721,708 6.8%124,0281.2%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,833,917$947,765 9.6%49,3821.2%Retail/Wholesale
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$10,790,660$566,536 -5.0%68,4731.2%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$10,754,560$554,676 5.4%26,5241.2%Medical
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$10,708,415$256,025 -2.3%99,3361.2%Energy
CocaCola Company (The) stock logo
KO
CocaCola
$10,689,250$394,148 -3.6%151,0851.1%Consumer Staples
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$10,376,421$433,534 -4.0%46,7681.1%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$10,335,008$110,144 -1.1%58,6451.1%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$9,609,348$57,417 -0.6%9,7071.0%Retail/Wholesale
Toll Brothers Inc. stock logo
TOL
Toll Brothers
$9,032,476$308,151 -3.3%79,1421.0%Construction
Danaher Corporation stock logo
DHR
Danaher
$9,027,066$180,553 -2.0%45,6971.0%Medical
Novartis AG stock logo
NVS
Novartis
$8,996,367$434,547 -4.6%74,3441.0%Medical
Moody's Corporation stock logo
MCO
Moody's
$8,608,182$418,823 -4.6%17,1620.9%Finance
Chevron Corporation stock logo
CVX
Chevron
$8,287,113$210,060 -2.5%57,8750.9%Energy
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$7,968,102$718,102 9.9%43,4300.9%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$7,689,541$327,776 -4.1%20,9730.8%Retail/Wholesale
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$7,679,381$830,585 -9.8%44,5830.8%Medical
NVIDIA Corporation stock logo
NVDA
NVIDIA
$7,462,658$1,522,234 25.6%47,2350.8%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$7,446,703$25,987 0.4%40,1180.8%Medical
ONEOK, Inc. stock logo
OKE
ONEOK
$7,401,882$475,740 6.9%90,6760.8%Energy
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$7,315,023$1,762,619 -19.4%23,4480.8%Medical
CME Group Inc. stock logo
CME
CME Group
$7,120,980$168,681 -2.3%25,8360.8%Finance
Watsco, Inc. stock logo
WSO
Watsco
$7,086,351$301,190 -4.1%16,0460.8%Construction
Honeywell International Inc. stock logo
HON
Honeywell International
$7,055,565$127,152 1.8%30,2970.8%Multi-Sector Conglomerates
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$6,719,092$975,351 17.0%96,7890.7%Utilities
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$6,685,056$195,572 3.0%9,5710.7%Industrials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,619,1020.0%13,6260.7%Finance
Lennar Corporation stock logo
LEN
Lennar
$6,548,320$374,967 -5.4%59,2020.7%Construction
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$6,333,714$168,244 2.7%46,5680.7%Medical
Walmart Inc. stock logo
WMT
Walmart
$6,250,587$385,742 -5.8%63,9250.7%Retail/Wholesale
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$5,438,964$50,168 0.9%21,6830.6%Aerospace
American Express Company stock logo
AXP
American Express
$5,329,837$1,215,314 29.5%16,7090.6%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,317,174$97,441 -1.8%6,8210.6%Medical
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$5,065,983$530,956 11.7%45,6930.5%Finance
Union Pacific Corporation stock logo
UNP
Union Pacific
$4,898,863$46,016 0.9%21,2920.5%Transportation
Analog Devices, Inc. stock logo
ADI
Analog Devices
$4,882,742$66,646 1.4%20,5140.5%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$4,791,4910.0%20,9400.5%Business Services
S&P Global Inc. stock logo
SPGI
S&P Global
$4,563,079$15,291 0.3%8,6540.5%Finance
Adobe Inc. stock logo
ADBE
Adobe
$4,538,876$360,185 -7.4%11,7320.5%Computer and Technology
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$4,507,6160.0%4,2670.5%Energy
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$4,370,247$128,608 -2.9%64,8020.5%Consumer Staples
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$4,261,859$46,825 -1.1%137,4350.5%Energy
Deere & Company stock logo
DE
Deere & Company
$4,144,702$25,425 -0.6%8,1510.4%Industrials
Amgen Inc. stock logo
AMGN
Amgen
$4,127,841$244,309 6.3%14,7840.4%Medical
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$4,016,252$39,488 -1.0%14,2390.4%Basic Materials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$4,013,860$15,611 -0.4%57,8530.4%Computer and Technology
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$3,975,755$213,492 -5.1%7,4490.4%Finance
GOLDMAN SACHS GROUP I
$3,904,676$162,128 -4.0%184,5310.4%PREFERR
International Business Machines Corporation stock logo
IBM
International Business Machines
$3,597,200$324,258 -8.3%12,2030.4%Computer and Technology
Medtronic PLC stock logo
MDT
Medtronic
$3,572,924$36,263 -1.0%40,9880.4%Medical
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$3,521,629$521,703 17.4%13,1630.4%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$3,478,8720.0%73,5180.4%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$3,316,989$639,455 -16.2%32,8610.4%Transportation
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$3,181,309$156,541 5.2%6,8690.3%Aerospace
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$3,114,730$32,048 1.0%38,8760.3%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,110,434$361,999 -10.4%39,2930.3%Medical
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$2,861,293$3,944 0.1%18,1370.3%Computer and Technology
CDW Corporation stock logo
CDW
CDW
$2,856,904$73,758 -2.5%15,9970.3%Computer and Technology
US BANCORP DEL 5.56 percent
$2,824,834$19,156 -0.7%140,6790.3%PREFERR
Enbridge Inc stock logo
ENB
Enbridge
$2,777,164$247,357 -8.2%61,2790.3%Energy
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$2,761,433$39,894 1.5%14,8130.3%Finance
CSX Corporation stock logo
CSX
CSX
$2,555,941$117,468 -4.4%78,3310.3%Transportation
Roche Holding AG stock logo
RHHBY
Roche
$2,503,494$300,155 -10.7%61,6960.3%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$2,476,812$3,982 -0.2%15,5520.3%Computer and Technology
METLIFE INC 4.0 percent PFD
$2,436,867$188,546 -7.2%105,1280.3%PREFERR
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$2,135,046$8,959 0.4%8,3410.2%Transportation
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$2,125,878$181,800 -7.9%23,3870.2%Consumer Staples
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$2,001,4620.0%12,4500.2%Finance
BANK OF AMERICA PFD D
$1,881,340$203,302 -9.8%94,0200.2%PREFERR
Duke Energy Corporation stock logo
DUK
Duke Energy
$1,852,954$374,650 25.3%15,7030.2%Utilities
Trane Technologies plc stock logo
TT
Trane Technologies
$1,818,751$4,812 -0.3%4,1580.2%Construction
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,728,274$115,650 -6.3%5,6040.2%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$1,726,1390.0%1,2890.2%Consumer Discretionary
Aflac Incorporated stock logo
AFL
Aflac
$1,714,2520.0%16,2550.2%Finance
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$1,591,080$91,654 -5.4%34,3720.2%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,552,840$113,746 -6.8%4,0000.2%Industrials
Constellation Brands Inc stock logo
STZ
Constellation Brands
$1,490,637$12,038 -0.8%9,1630.2%Consumer Staples
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
$1,488,3020.0%9,7040.2%Finance
FedEx Corporation stock logo
FDX
FedEx
$1,421,142$3,160,745 -69.0%6,2520.2%Transportation
Pfizer Inc. stock logo
PFE
Pfizer
$1,379,571$171,498 -11.1%56,9130.1%Medical
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$1,320,414$94,669 7.7%9,6100.1%Energy

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