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

About Tower Bridge Advisors

Investment Activity

  • Tower Bridge Advisors has $1.11 billion in total holdings as of June 30, 2026.
  • Tower Bridge Advisors owns shares of 222 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
  • Approximately 4.73% of the portfolio was purchased this quarter.
  • About 5.16% of the portfolio was sold this quarter.
  • This quarter, Tower Bridge Advisors has purchased 221 new stocks and bought additional shares in 52 stocks.
  • Tower Bridge Advisors sold shares of 113 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Alphabet
$63,749,936
Apple
$59,959,299
Microsoft
$52,412,614
Broadcom
$48,983,220
Lam Research Corporation
$44,802,665

Largest New Holdings this Quarter

30233Q108 - Exxon Mobil Corporation
$13,921,506 Holding
438516205 - Honeywell International Inc.
$3,741,705 Holding
43849R105 - Honeywell Aerospace, Inc.
$3,692,478 Holding
921946406 - Vanguard High Dividend Yield ETF
$1,595,471 Holding
15118V207 - Celsius
$1,464,000 Holding

Largest Purchases this Quarter

Exxon Mobil Corporation
101,825 shares (about $13.92M)
Vanguard S&P 500 ETF
7,157 shares (about $4.92M)
Amphenol
26,311 shares (about $4.64M)
Vanguard Mid-Cap ETF
53,499 shares (about $4.31M)
Honeywell International Inc.
16,712 shares (about $3.74M)

Largest Sales this Quarter

Apple
6,932 shares (about $2.01M)
Alphabet
5,102 shares (about $1.80M)
Lam Research Corporation
3,526 shares (about $1.53M)
Broadcom
3,616 shares (about $1.37M)
T-Mobile US
7,625 shares (about $1.28M)

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
Alphabet Inc. stock logo
GOOG
Alphabet
$63,749,936$1,802,690 â–¼-2.7%180,4265.8%Communication Services
Apple Inc. stock logo
AAPL
Apple
$59,959,299$2,005,839 â–¼-3.2%207,2145.4%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$52,412,614$1,181,726 â–¼-2.2%140,5094.7%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$48,983,220$1,365,944 â–¼-2.7%129,6714.4%Technology
Lam Research Corporation
$44,802,665$1,527,915 â–¼-3.3%103,3924.0%Common
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$40,063,326$1,026,837 â–¼-2.5%122,3943.6%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$26,315,125$4,915,499 â–²23.0%38,3152.4%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$22,745,816$79,239 â–²0.3%89,5612.1%Healthcare
Oracle Corporation stock logo
ORCL
Oracle
$21,242,607$536,667 â–¼-2.5%144,9511.9%Technology
Visa Inc. stock logo
V
Visa
$20,271,130$84,400 â–¼-0.4%59,0841.8%Finance
RTX Corporation stock logo
RTX
RTX
$19,723,405$225,589 â–¼-1.1%103,9551.8%Industrials
Alphabet Inc. stock logo
GOOGL
Alphabet
$19,673,576$191,550 â–²1.0%55,0511.8%Communication Services
McDonald's Corporation stock logo
MCD
McDonald's
$17,628,243$183,270 â–¼-1.0%65,2151.6%Consumer Discretionary
Eaton Corporation, PLC stock logo
ETN
Eaton
$15,993,988$141,046 â–¼-0.9%37,5341.4%Industrials
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$14,568,876$557,676 â–¼-3.7%115,6261.3%Industrials
Exxon Mobil Corporation
$13,921,506$13,921,506 â–²New Holding101,8251.3%Common
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$13,442,203$195,033 â–¼-1.4%26,8111.2%Healthcare
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$13,330,118$56,487 â–²0.4%55,9291.2%Consumer Discretionary
Toll Brothers Inc. stock logo
TOL
Toll Brothers
$12,336,645$116,973 â–¼-0.9%74,8811.1%Consumer Discretionary
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$12,224,643$578,501 â–¼-4.5%63,2681.1%Healthcare
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$12,138,158$473,209 â–²4.1%82,7751.1%Consumer Staples
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$11,889,450$773,991 â–²7.0%96,5761.1%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$11,524,728$312,775 â–¼-2.6%85,1161.0%Consumer Staples
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$11,170,114$251,989 â–¼-2.2%121,0591.0%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$11,042,140$365,064 â–¼-3.2%135,8701.0%Consumer Staples
Novartis AG stock logo
NVS
Novartis
$10,878,876$331,463 â–¼-3.0%69,4161.0%Healthcare
Meta Platforms, Inc. stock logo
META
Meta Platforms
$10,852,345$205,601 â–¼-1.9%19,2661.0%Communication Services
Duke Energy Corporation stock logo
DUK
Duke Energy
$10,772,558$379,612 â–¼-3.4%85,1051.0%Utilities
NVIDIA Corporation stock logo
NVDA
NVIDIA
$10,666,798$205,092 â–²2.0%53,3101.0%Technology
Aon plc stock logo
AON
AON
$10,544,094$559,561 â–¼-5.0%31,7891.0%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$9,848,762$335,362 â–¼-3.3%44,6680.9%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$9,788,796$106,444 â–¼-1.1%38,9000.9%Healthcare
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$9,337,134$208,340 â–¼-2.2%9,5460.8%Industrials
Chevron Corporation stock logo
CVX
Chevron
$9,323,327$86,029 â–¼-0.9%56,2460.8%Energy
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$9,074,891$96,986 â–²1.1%103,3940.8%Utilities
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$9,037,576$453,703 â–¼-4.8%9,6610.8%Consumer Staples
Analog Devices, Inc. stock logo
ADI
Analog Devices
$9,017,348$115,179 â–¼-1.3%22,7040.8%Technology
Moody's Corporation stock logo
MCO
Moody's
$8,932,217$780,850 â–²9.6%19,7210.8%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$7,917,437$95,954 â–¼-1.2%6,6010.7%Healthcare
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$7,780,810$69,128 â–¼-0.9%245,3740.7%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$7,528,957$446,974 â–¼-5.6%89,8980.7%ETF
ONEOK, Inc. stock logo
OKE
ONEOK
$7,347,039$35,558 â–¼-0.5%84,5070.7%Energy
Walmart Inc.
$7,233,742$125,266 â–¼-1.7%63,8680.7%Common
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$7,159,891$1,278,941 â–¼-15.2%42,6870.6%Communication Services
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$7,101,773$24,188 â–¼-0.3%66,0630.6%Industrials
Amphenol Corporation stock logo
APH
Amphenol
$6,961,290$4,639,156 â–²199.8%39,4810.6%Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$6,949,559$276,854 â–¼-3.8%19,7050.6%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,774,430$144,121 â–²2.2%9,0720.6%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$6,639,341$93,146 â–¼-1.4%56,5240.6%Technology
Waste Management, Inc. stock logo
WM
Waste Management
$6,587,218$56,389 â–²0.9%29,5550.6%Industrials
Watsco, Inc. stock logo
WSO
Watsco
$6,514,698$234,617 â–¼-3.5%15,6330.6%Industrials
Danaher Corporation stock logo
DHR
Danaher
$6,332,526$812,590 â–¼-11.4%33,2450.6%Healthcare
Accenture PLC stock logo
ACN
Accenture
$6,174,589$989,796 â–¼-13.8%49,6190.6%Technology
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$6,149,466$136,868 â–¼-2.2%21,1620.6%Industrials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,110,262$107,584 â–¼-1.7%12,2110.6%Finance
American Express Company stock logo
AXP
American Express
$6,022,880$154,580 â–²2.6%17,8060.5%Finance
Union Pacific Corporation stock logo
UNP
Union Pacific
$5,853,168$136,544 â–²2.4%21,5190.5%Industrials
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$5,835,524$4,310,414 â–²282.6%72,4280.5%ETF
Amgen Inc. stock logo
AMGN
Amgen
$5,468,736$26,435 â–¼-0.5%15,1020.5%Healthcare
CME Group Inc. stock logo
CME
CME Group
$5,395,455$176,661 â–¼-3.2%24,4330.5%Finance
Linde plc
$5,373,105$133,368 â–¼-2.4%10,3540.5%Common
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$5,267,196$375,147 â–¼-6.6%34,8060.5%Healthcare
Lennar Corporation stock logo
LEN
Lennar
$5,012,875$57,280 â–¼-1.1%55,3970.5%Consumer Discretionary
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$4,817,9790.0%11,0090.4%Energy
Deere & Company stock logo
DE
Deere & Company
$4,620,4600.0%7,2840.4%Industrials
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$4,576,252$189,130 â–¼-4.0%124,4900.4%Energy
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$4,478,493$51,272 â–¼-1.1%34,8520.4%Healthcare
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$4,478,4080.0%13,5660.4%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$4,414,138$111,973 â–¼-2.5%48,6460.4%Healthcare
Bank of America Corporation stock logo
BAC
Bank of America
$4,313,069$53,220 â–¼-1.2%75,6940.4%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$4,241,497$18,103 â–¼-0.4%3,9830.4%Industrials
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$4,152,308$14,366 â–¼-0.3%14,1630.4%Materials
Enbridge Inc stock logo
ENB
Enbridge
$3,896,832$28,948 â–¼-0.7%71,8840.4%Energy
CSX Corporation stock logo
CSX
CSX
$3,773,604$285 â–²0.0%79,3940.3%Industrials
Honeywell International Inc.
$3,741,705$3,741,705 â–²New Holding16,7120.3%Common
Honeywell Aerospace, Inc.
$3,692,478$3,692,478 â–²New Holding16,7020.3%Common
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$3,650,203$32,009 â–²0.9%14,8250.3%Finance
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$3,541,766$16,812 â–²0.5%6,9520.3%Industrials
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$3,363,628$30,737 â–¼-0.9%7,3320.3%Finance
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$3,323,529$118,976 â–¼-3.5%57,4610.3%Consumer Staples
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$3,239,560$700,258 â–¼-17.8%50,5000.3%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$3,202,372$295,679 â–¼-8.5%7,8630.3%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$3,068,083$314,031 â–¼-9.3%37,1260.3%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$3,050,696$157,875 â–²5.5%14,3380.3%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$2,893,370$70,584 â–²2.5%10,2890.3%Technology
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$2,833,646$1,118 â–¼0.0%12,6700.3%Real Estate
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,768,691$157,826 â–¼-5.4%11,7010.2%ETF
Medtronic PLC stock logo
MDT
Medtronic
$2,627,276$283,114 â–¼-9.7%33,5840.2%Healthcare
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$2,623,0510.0%8,3380.2%Industrials
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,562,047$501,663 â–²24.3%14,1620.2%Consumer Staples
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$2,513,465$75,768 â–¼-2.9%68,1710.2%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$2,493,187$239,303 â–¼-8.8%13,4920.2%Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,445,8750.0%3,2660.2%ETF
Trane Technologies plc stock logo
TT
Trane Technologies
$2,398,334$444,500 â–²22.8%4,8830.2%Industrials
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,343,118$14,247 â–²0.6%7,7300.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,320,151$745,631 â–²47.4%6,2700.2%ETF
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$2,078,552$4,119 â–¼-0.2%20,1860.2%Industrials
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$2,054,043$200,271 â–¼-8.9%2,8410.2%Technology
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$1,978,638$82,970 â–¼-4.0%21,5820.2%Consumer Staples
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,969,153$284,990 â–²16.9%2,6740.2%ETF

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