Tower Bridge Advisors Top Holdings and 13F Report (2026)

About Tower Bridge Advisors

Investment Activity

Tower Bridge Advisors has $1.04 billion in total holdings as of March 31, 2026.
Tower Bridge Advisors owns shares of 221 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
Approximately 10.44% of the portfolio was purchased this quarter.
About 2.95% of the portfolio was sold this quarter.
This quarter, Tower Bridge Advisors has purchased 189 new stocks and bought additional shares in 66 stocks.
Tower Bridge Advisors sold shares of 62 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

Apple: $54,348,235
Alphabet: $53,220,490
Microsoft: $53,184,862
Broadcom: $41,253,659
JPMorgan Chase & Co.: $36,926,074

Largest New Holdings this Quarter

922908363 - Vanguard S&P 500 ETF: $18,618,463 Holding
808524797 - Schwab US Dividend Equity ETF: $7,594,957 Holding
922042775 - Vanguard FTSE All-World ex-US ETF: $7,152,149 Holding
78462F103 - SPDR S&P 500 ETF Trust: $5,774,630 Holding
922908629 - Vanguard Mid-Cap ETF: $5,436,030 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF: 31,158 shares (about $18.62M)
Schwab US Dividend Equity ETF: 247,554 shares (about $7.59M)
Vanguard FTSE All-World ex-US ETF: 95,235 shares (about $7.15M)
SPDR S&P 500 ETF Trust: 8,879 shares (about $5.77M)
Vanguard Mid-Cap ETF: 18,929 shares (about $5.44M)

Largest Sales this Quarter

Lam Research Corporation: 26,803 shares (about $5.73M)
Alphabet: 1,607 shares (about $460.98K)
Brown & Brown: 6,554 shares (about $427.38K)
Danaher: 2,041 shares (about $386.97K)
Deere & Company: 600 shares (about $337.98K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$54,348,235	$902,733 â–²	1.7%	214,146	5.2%	Computer and Technology
GOOG Alphabet	$53,220,490	$460,983 â–¼	-0.9%	185,528	5.1%	Computer and Technology
MSFT Microsoft	$53,184,862	$699,991 â–²	1.3%	143,677	5.1%	Computer and Technology
AVGO Broadcom	$41,253,659	$178,278 â–¼	-0.4%	133,287	4.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$36,926,074	$436,826 â–²	1.2%	125,531	3.6%	Finance
Lam Research Corporation	$22,844,205	$5,726,755 â–¼	-20.0%	106,918	2.2%	Common
ORCL Oracle	$21,862,530	$69,289 â–²	0.3%	148,613	2.1%	Computer and Technology
JNJ Johnson & Johnson	$21,816,080	$352,972 â–²	1.6%	89,249	2.1%	Medical
MCD McDonald's	$20,479,007	$202,325 â–²	1.0%	65,893	2.0%	Retail/Wholesale
RTX RTX	$20,282,327	$497,490 â–²	2.5%	105,144	2.0%	Aerospace
VOO Vanguard S&P 500 ETF	$18,618,463	$18,618,463 â–²	New Holding	31,158	1.8%	ETF
V Visa	$17,931,899	$48,963 â–¼	-0.3%	59,330	1.7%	Business Services
XOM ExxonMobil	$17,215,221	$444,679 â–²	2.7%	101,469	1.7%	Energy
GOOGL Alphabet	$15,676,333	$137,454 â–¼	-0.9%	54,515	1.5%	Computer and Technology
J Jacobs Solutions	$15,280,219	$244,887 â–²	1.6%	120,052	1.5%	Business Services
ICE Intercontinental Exchange	$14,200,587	$106,163 â–²	0.8%	90,289	1.4%	Finance
PEP PepsiCo	$13,576,409	$378,598 â–²	2.9%	87,426	1.3%	Consumer Staples
ETN Eaton	$13,543,175	$226,763 â–²	1.7%	37,865	1.3%	Industrials
TMO Thermo Fisher Scientific	$13,369,834	$528,403 â–²	4.1%	27,200	1.3%	Medical
CVX Chevron	$11,744,666	$492,215 â–²	4.4%	56,765	1.1%	Energy
SCHW Charles Schwab	$11,633,784	$423,380 â–²	3.8%	123,790	1.1%	Finance
AMZN Amazon.com	$11,598,973	$1,025,938 â–²	9.7%	55,692	1.1%	Retail/Wholesale
DUK Duke Energy	$11,536,338	$1,316,602 â–²	12.9%	88,104	1.1%	Utilities
PG Procter & Gamble	$11,489,899	$136,785 â–²	1.2%	79,548	1.1%	Consumer Staples
ACN Accenture	$11,416,150	$13,087 â–¼	-0.1%	57,573	1.1%	Computer and Technology
IQV IQVIA	$11,300,321	$50,480 â–²	0.4%	66,262	1.1%	Medical
META Meta Platforms	$11,231,484	$36,044 â–¼	-0.3%	19,631	1.1%	Computer and Technology
NVS Novartis	$10,926,361	$96,233 â–²	0.9%	71,531	1.1%	Medical
LOW Lowe's Companies	$10,913,518	$199,184 â–²	1.9%	46,189	1.1%	Retail/Wholesale
AON AON	$10,805,383	$36,797 â–²	0.3%	33,476	1.0%	Finance
KO CocaCola	$10,674,515	$46,695 â–²	0.4%	140,362	1.0%	Consumer Staples
TMUS T-Mobile US	$10,567,029	$25,834 â–¼	-0.2%	50,312	1.0%	Computer and Technology
TOL Toll Brothers	$10,315,904	$41,760 â–¼	-0.4%	75,591	1.0%	Construction
COST Costco Wholesale	$10,109,779	$17,936 â–¼	-0.2%	10,146	1.0%	Retail/Wholesale
NEE NextEra Energy	$9,500,602	$199,228 â–²	2.1%	102,289	0.9%	Utilities
NVDA NVIDIA	$9,118,504	$749,920 â–²	9.0%	52,285	0.9%	Computer and Technology
PH Parker-Hannifin	$8,736,647	$25,067 â–²	0.3%	9,759	0.8%	Industrials
ABBV AbbVie	$8,552,359	$152,243 â–¼	-1.7%	39,323	0.8%	Medical
Walmart Inc.	$8,075,014	$773,399 â–²	10.6%	64,974	0.8%	Common
MCO Moody's	$7,851,294	$787,878 â–²	11.2%	17,997	0.8%	Finance
HON Honeywell International	$7,693,619	$439,855 â–²	6.1%	34,038	0.7%	Multi-Sector Conglomerates
OKE ONEOK	$7,675,557	$63,725 â–²	0.8%	84,916	0.7%	Energy
SCHD Schwab US Dividend Equity ETF	$7,594,957	$7,594,957 â–²	New Holding	247,554	0.7%	ETF
LHX L3Harris Technologies	$7,466,630	$17,258 â–¼	-0.2%	21,633	0.7%	Aerospace
CME CME Group	$7,452,438	$74,427 â–²	1.0%	25,233	0.7%	Finance
ADI Analog Devices	$7,315,311	$424,717 â–²	6.2%	22,994	0.7%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$7,152,149	$7,152,149 â–²	New Holding	95,235	0.7%	ETF
DHR Danaher	$7,112,060	$386,972 â–¼	-5.2%	37,511	0.7%	Medical
HD Home Depot	$6,738,956	$92,089 â–²	1.4%	20,490	0.7%	Retail/Wholesale
WM Waste Management	$6,733,307	$1,858,771 â–²	38.1%	29,302	0.7%	Business Services
UPS United Parcel Service	$6,521,413	$3,629,435 â–²	125.5%	66,288	0.6%	Transportation
LLY Eli Lilly and Company	$6,144,983	$9,198 â–¼	-0.1%	6,681	0.6%	Medical
BRK.B Berkshire Hathaway	$5,954,539		0.0%	12,426	0.6%	Finance
WSO Watsco	$5,892,120	$139,700 â–²	2.4%	16,196	0.6%	Construction
BDX Becton, Dickinson and Company	$5,862,325	$53,615 â–¼	-0.9%	37,285	0.6%	Medical
SPY SPDR S&P 500 ETF Trust	$5,774,630	$5,774,630 â–²	New Holding	8,879	0.6%	Finance
VO Vanguard Mid-Cap ETF	$5,436,030	$5,436,030 â–²	New Holding	18,929	0.5%	ETF
AMGN Amgen	$5,339,324	$216,740 â–²	4.2%	15,175	0.5%	Medical
Linde plc	$5,260,509	$315,303 â–²	6.4%	10,611	0.5%	Common
AXP American Express	$5,247,726	$170,901 â–²	3.4%	17,349	0.5%	Finance
TPL Texas Pacific Land	$5,224,431	$72,608 â–¼	-1.4%	11,009	0.5%	Energy
ABT Abbott Laboratories	$5,121,180	$309,550 â–²	6.4%	49,880	0.5%	Medical
UNP Union Pacific	$5,099,145	$42,459 â–²	0.8%	21,017	0.5%	Transportation
EPD Enterprise Products Partners	$4,905,388	$113,520 â–¼	-2.3%	129,635	0.5%	Energy
LEN Lennar	$4,865,628	$7,989 â–¼	-0.2%	56,030	0.5%	Construction
CSCO Cisco Systems	$4,447,247	$71,771 â–¼	-1.6%	57,317	0.4%	Computer and Technology
MRK Merck & Co., Inc.	$4,240,300	$82,278 â–¼	-1.9%	35,251	0.4%	Medical
LMT Lockheed Martin	$4,181,774	$15,110 â–²	0.4%	6,919	0.4%	Aerospace
APD Air Products and Chemicals	$4,128,444		0.0%	14,212	0.4%	Basic Materials
DE Deere & Company	$4,103,077	$337,980 â–¼	-7.6%	7,284	0.4%	Industrials
BRO Brown & Brown	$4,004,912	$427,384 â–¼	-9.6%	61,416	0.4%	Finance
TRV Travelers Companies	$3,956,931	$7,292 â–²	0.2%	13,566	0.4%	Finance
ENB Enbridge	$3,920,711	$390,241 â–²	11.1%	72,418	0.4%	Energy
BAC Bank of America	$3,735,609	$97,890 â–²	2.7%	76,628	0.4%	Finance
SPGI S&P Global	$3,653,291	$24,245 â–²	0.7%	8,589	0.4%	Finance
MDLZ Mondelez International	$3,430,591	$57,467 â–¼	-1.6%	59,518	0.3%	Consumer Staples
AMP Ameriprise Financial	$3,288,116	$22,220 â–¼	-0.7%	7,399	0.3%	Finance
CSX CSX	$3,258,897	$123 â–²	0.0%	79,388	0.3%	Transportation
WFC Wells Fargo & Company	$3,258,108		0.0%	40,926	0.3%	Finance
MDT Medtronic	$3,223,640	$54,590 â–¼	-1.7%	37,203	0.3%	Medical
LDOS Leidos	$3,145,548	$21,773 â–²	0.7%	20,226	0.3%	Computer and Technology
PNC The PNC Financial Services Group	$3,057,876	$19,769 â–²	0.7%	14,695	0.3%	Finance
CAT Caterpillar	$2,833,840		0.0%	4,000	0.3%	Industrials
VIG Vanguard Dividend Appreciation ETF	$2,659,862	$2,659,862 â–²	New Holding	12,368	0.3%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$2,609,344	$2,609,344 â–²	New Holding	13,596	0.3%	ETF
IBM International Business Machines	$2,433,111	$242,390 â–¼	-9.1%	10,038	0.2%	Computer and Technology
NSC Norfolk Southern	$2,393,006		0.0%	8,338	0.2%	Transportation
SPG Simon Property Group	$2,364,268	$9,327 â–²	0.4%	12,675	0.2%	Finance
SCHM Schwab U.S. Mid-Cap ETF	$2,174,197	$2,174,197 â–²	New Holding	70,226	0.2%	ETF
IVV iShares Core S&P 500 ETF	$2,133,384	$2,133,384 â–²	New Holding	3,266	0.2%	ETF
VB Vanguard Small-Cap ETF	$2,012,331	$2,012,331 â–²	New Holding	7,683	0.2%	ETF
CL Colgate-Palmolive	$1,916,567	$28,552 â–¼	-1.5%	22,487	0.2%	Consumer Staples
QCOM Qualcomm	$1,904,270	$13,522 â–¼	-0.7%	14,787	0.2%	Computer and Technology
PM Philip Morris International	$1,883,057	$70,269 â–²	3.9%	11,389	0.2%	Consumer Staples
VEA Vanguard FTSE Developed Markets ETF	$1,737,081	$1,737,081 â–²	New Holding	27,108	0.2%	ETF
AFL Aflac	$1,724,861		0.0%	15,722	0.2%	Finance
PSX Phillips 66	$1,694,092	$154,671 â–¼	-8.4%	9,299	0.2%	Energy
APH Amphenol	$1,664,030	$403,688 â–²	32.0%	13,170	0.2%	Computer and Technology
TT Trane Technologies	$1,657,792	$75,013 â–¼	-4.3%	3,978	0.2%	Construction
SO Southern	$1,648,465	$454,609 â–²	38.1%	17,079	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

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Tower Bridge Advisors Top Holdings and 13F Report (2026)

About Tower Bridge Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Tower Bridge Advisors Top Holdings and 13F Report (2026)

About Tower Bridge Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTower Bridge Advisors

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools