Tower Bridge Advisors

13F filer · CIK 0001278249

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$1.11BU.S. long equity reported on 13F

Positions18010 new · 12 closed

Net flow last quarter-$14.9MBuys minus sells

Top 10 positions weight35.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026180 positions
GOOGAlphabet Inc.	$63.7M	5.75%	Not reported	-2.8%	Q4 2015
AAPLApple Inc.	$60M	5.41%	0.00%	-3.2%	Q2 2013
MSFTMicrosoft Corp	$52.4M	4.73%	0.00%	-2.2%	Q2 2013
AVGOBroadcom Inc.	$49M	4.42%	0.00%	-2.7%	Q4 2020
LRCXLam Research Corp	$44.8M	4.04%	0.01%	-3.3%	Q4 2020
JPMJPMorgan Chase & Co	$40.1M	3.61%	0.00%	-2.5%	Q2 2013
JNJJohnson & Johnson	$22.7M	2.05%	0.00%	+0.4%	Q2 2013
ORCLOracle Corp	$21.2M	1.92%	0.01%	-2.5%	Q2 2013
VVisa Inc.	$20.3M	1.83%	0.00%	-0.4%	Q2 2013
RTXRTX Corp	$19.7M	1.78%	0.01%	-1.1%	Q2 2021
GOOGLAlphabet Inc.	$19.7M	1.77%	0.00%	+1.0%	Q4 2015
MCDMcdonalds Corp	$17.6M	1.59%	0.01%	-1.0%	Q2 2013
ETNEaton Corp plc	$16M	1.44%	0.01%	-0.9%	Q4 2020
JJacobs Solutions Inc.	$14.6M	1.31%	0.10%	-3.7%	Q4 2022
XOMExxonMobil Holdings Corp	$13.9M	1.26%	0.00%	+0.4%	Q2 2013
TMOThermo Fisher Scientific Inc.	$13.4M	1.21%	0.01%	-1.4%	Q2 2013
AMZNAmazon Com Inc	$13.3M	1.20%	0.00%	+0.4%	Q2 2013
TOLToll Brothers, Inc.	$12.3M	1.11%	0.08%	-0.9%	Q4 2013
IQVIqvia Holdings Inc.	$12.2M	1.10%	0.04%	-4.5%	Q4 2017
PGPROCTER & GAMBLE Co	$12.1M	1.10%	0.00%	+4.1%	Q2 2013
ICEIntercontinental Exchange, Inc.	$11.9M	1.07%	0.02%	+7.0%	Q4 2015
PEPPepsico Inc	$11.5M	1.04%	0.01%	-2.6%	Q2 2013
SCHWSchwab Charles Corp	$11.2M	1.01%	0.01%	-2.2%	Q2 2015
KOCoca Cola Co	$11M	1.00%	0.00%	-3.2%	Q2 2013
NVSNovartis AG	$10.9M	0.98%	0.00%	-3.0%	Q2 2013
METAMeta Platforms, Inc.	$10.9M	0.98%	Not reported	-1.9%	Q2 2013
DUKDuke Energy CORP	$10.8M	0.97%	0.01%	-3.4%	Q2 2013
NVDANvidia Corp	$10.7M	0.96%	0.00%	+2.0%	Q4 2015
AONAon plc	$10.5M	0.95%	0.01%	-5.0%	Q3 2020
LOWLowes Companies Inc	$9.85M	0.89%	0.01%	-3.3%	Q2 2013
ABBVAbbVie Inc.	$9.79M	0.88%	0.00%	-1.1%	Q2 2013
PHParker-Hannifin Corp	$9.34M	0.84%	0.01%	-2.2%	Q4 2020
CVXChevron Corp	$9.32M	0.84%	0.00%	-0.9%	Q2 2013
NEENextera Energy Inc	$9.07M	0.82%	0.01%	+1.1%	Q2 2013
COSTCostco Wholesale Corp	$9.04M	0.82%	0.00%	-4.8%	Q2 2013
ADIAnalog Devices Inc	$9.02M	0.81%	0.00%	-1.3%	Q1 2021
MCOMoodys Corp	$8.93M	0.81%	0.01%	+9.6%	Q4 2018
LLYELI LILLY & Co	$7.92M	0.71%	0.00%	-1.2%	Q1 2014
OKEOneok Inc	$7.35M	0.66%	0.01%	-0.5%	Q2 2013
WMTWalmart Inc.	$7.23M	0.65%	0.00%	-1.7%	Q2 2013
TMUST-Mobile US, Inc.	$7.16M	0.65%	0.00%	-15.2%	Q3 2019
UPSUnited Parcel Service Inc	$7.1M	0.64%	0.01%	-0.3%	Q4 2013
APHAmphenol Corp	$6.96M	0.63%	0.00%	+199.8%	Q1 2025
HDHome Depot, Inc.	$6.95M	0.63%	0.00%	-3.8%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$6.77M	0.61%	Not reported	+2.2%	Q1 2026
CSCOCisco Systems, Inc.	$6.64M	0.60%	0.00%	-1.4%	Q2 2013
WMWaste Management Inc	$6.59M	0.59%	0.01%	+0.9%	Q4 2020
WSOWatsco Inc	$6.51M	0.59%	Not reported	-3.5%	Q2 2022
DHRDanaher Corp	$6.33M	0.57%	0.00%	-11.4%	Q2 2013
ACNAccenture plc	$6.17M	0.56%	0.01%	-13.8%	Q2 2013

Q1 2026Reported May 12, 2026180 positions
AAPLApple Inc.	$54.3M	5.25%	0.00%	+1.7%	Q2 2013
GOOGAlphabet Inc.	$53.2M	5.14%	Not reported	-0.9%	Q4 2015
MSFTMicrosoft Corp	$53.2M	5.14%	0.00%	+1.3%	Q2 2013
AVGOBroadcom Inc.	$41.3M	3.98%	0.00%	-0.4%	Q4 2020
JPMJPMorgan Chase & Co	$36.9M	3.57%	0.00%	+1.2%	Q2 2013
LRCXLam Research Corp	$22.8M	2.21%	0.01%	-20.0%	Q4 2020
ORCLOracle Corp	$21.9M	2.11%	0.01%	+0.3%	Q2 2013
JNJJohnson & Johnson	$21.8M	2.11%	0.00%	+1.6%	Q2 2013
MCDMcdonalds Corp	$20.5M	1.98%	0.01%	+1.0%	Q2 2013
RTXRTX Corp	$20.3M	1.96%	0.01%	+2.5%	Q2 2021
VVisa Inc.	$17.9M	1.73%	0.00%	-0.3%	Q2 2013
XOMExxonMobil Holdings Corp	$17.2M	1.66%	0.00%	+2.7%	Q2 2013
GOOGLAlphabet Inc.	$15.7M	1.51%	0.00%	-0.9%	Q4 2015
JJacobs Solutions Inc.	$15.3M	1.48%	0.10%	+1.6%	Q4 2022
ICEIntercontinental Exchange, Inc.	$14.2M	1.37%	0.02%	+0.8%	Q4 2015
PEPPepsico Inc	$13.6M	1.31%	0.01%	+2.9%	Q2 2013
ETNEaton Corp plc	$13.5M	1.31%	0.01%	+1.7%	Q4 2020
TMOThermo Fisher Scientific Inc.	$13.4M	1.29%	0.01%	+4.1%	Q2 2013
CVXChevron Corp	$11.7M	1.13%	0.00%	+4.4%	Q2 2013
SCHWSchwab Charles Corp	$11.6M	1.12%	0.01%	+3.8%	Q2 2015
AMZNAmazon Com Inc	$11.6M	1.12%	0.00%	+9.7%	Q2 2013
DUKDuke Energy CORP	$11.5M	1.11%	0.01%	+12.9%	Q2 2013
PGPROCTER & GAMBLE Co	$11.5M	1.11%	0.00%	+1.2%	Q2 2013
ACNAccenture plc	$11.4M	1.10%	0.01%	-0.1%	Q2 2013
IQVIqvia Holdings Inc.	$11.3M	1.09%	0.04%	+0.5%	Q4 2017
METAMeta Platforms, Inc.	$11.2M	1.08%	Not reported	-0.3%	Q2 2013
NVSNovartis AG	$10.9M	1.06%	0.00%	+0.9%	Q2 2013
LOWLowes Companies Inc	$10.9M	1.05%	0.01%	+1.9%	Q2 2013
AONAon plc	$10.8M	1.04%	0.02%	+0.3%	Q3 2020
KOCoca Cola Co	$10.7M	1.03%	0.00%	+0.4%	Q2 2013
TMUST-Mobile US, Inc.	$10.6M	1.02%	0.00%	-0.2%	Q3 2019
TOLToll Brothers, Inc.	$10.3M	1.00%	0.08%	-0.4%	Q4 2013
COSTCostco Wholesale Corp	$10.1M	0.98%	0.00%	-0.2%	Q2 2013
NEENextera Energy Inc	$9.5M	0.92%	0.00%	+2.1%	Q2 2013
NVDANvidia Corp	$9.12M	0.88%	0.00%	+9.0%	Q4 2015
PHParker-Hannifin Corp	$8.74M	0.84%	0.01%	+0.3%	Q4 2020
ABBVAbbVie Inc.	$8.55M	0.83%	0.00%	-1.8%	Q2 2013
WMTWalmart Inc.	$8.08M	0.78%	0.00%	+10.6%	Q2 2013
MCOMoodys Corp	$7.85M	0.76%	0.01%	+11.2%	Q4 2018
HONHoneywell International Inc	$7.69M	0.74%	0.01%	+6.1%	Q2 2013
OKEOneok Inc	$7.68M	0.74%	0.01%	+0.8%	Q2 2013
LHXL3harris Technologies, Inc.	$7.47M	0.72%	0.01%	-0.2%	Q3 2019
CMECme Group Inc.	$7.45M	0.72%	0.01%	+1.0%	Q2 2021
ADIAnalog Devices Inc	$7.32M	0.71%	0.00%	+6.2%	Q1 2021
DHRDanaher Corp	$7.11M	0.69%	0.01%	-5.2%	Q2 2013
HDHome Depot, Inc.	$6.74M	0.65%	0.00%	+1.4%	Q2 2013
WMWaste Management Inc	$6.73M	0.65%	0.01%	+38.1%	Q4 2020
UPSUnited Parcel Service Inc	$6.52M	0.63%	0.01%	+125.5%	Q4 2013
LLYELI LILLY & Co	$6.14M	0.59%	0.00%	-0.2%	Q1 2014
BRK.BBerkshire Hathaway Inc	$5.95M	0.58%	Not reported	Not reported	Q2 2013

Q4 2025Reported Feb 13, 2026166 positions
MSFTMicrosoft Corp	$68.6M	6.93%	0.00%	-5.7%	Q2 2013
GOOGAlphabet Inc.	$58.7M	5.93%	Not reported	-3.7%	Q4 2015
AAPLApple Inc.	$57.3M	5.78%	0.00%	-3.8%	Q2 2013
AVGOBroadcom Inc.	$46.3M	4.68%	0.00%	-4.0%	Q4 2020
JPMJPMorgan Chase & Co	$40M	4.04%	0.00%	-1.9%	Q2 2013
ORCLOracle Corp	$28.9M	2.92%	0.01%	-8.6%	Q2 2013
LRCXLam Research Corp	$22.9M	2.31%	0.01%	-2.4%	Q4 2020
VVisa Inc.	$20.9M	2.11%	0.00%	-1.8%	Q2 2013
MCDMcdonalds Corp	$19.9M	2.01%	0.01%	-2.8%	Q2 2013
RTXRTX Corp	$18.8M	1.90%	0.01%	-3.0%	Q2 2021
JNJJohnson & Johnson	$18.2M	1.84%	0.00%	-4.6%	Q2 2013
GOOGLAlphabet Inc.	$17.2M	1.74%	0.00%	-1.3%	Q4 2015
JJacobs Solutions Inc.	$15.6M	1.58%	0.10%	-3.5%	Q4 2022
ACNAccenture plc	$15.5M	1.56%	0.01%	-5.2%	Q2 2013
TMOThermo Fisher Scientific Inc.	$15.1M	1.53%	0.01%	-1.1%	Q2 2013
IQVIqvia Holdings Inc.	$14.9M	1.50%	0.04%	-3.4%	Q4 2017
ICEIntercontinental Exchange, Inc.	$14.5M	1.47%	0.02%	+15.5%	Q4 2015
METAMeta Platforms, Inc.	$13M	1.31%	Not reported	+0.1%	Q2 2013
PEPPepsico Inc	$12.2M	1.23%	0.01%	-3.6%	Q2 2013
SCHWSchwab Charles Corp	$11.9M	1.20%	0.01%	-1.6%	Q2 2015
XOMExxonMobil Holdings Corp	$11.9M	1.20%	0.00%	-0.8%	Q2 2013
ETNEaton Corp plc	$11.9M	1.20%	0.01%	+2.9%	Q4 2020
AONAon plc	$11.8M	1.19%	0.02%	-5.4%	Q3 2020
AMZNAmazon Com Inc	$11.7M	1.18%	0.00%	+2.2%	Q2 2013
PGPROCTER & GAMBLE Co	$11.3M	1.14%	0.00%	-2.6%	Q2 2013
LOWLowes Companies Inc	$10.9M	1.10%	0.01%	-2.9%	Q2 2013
TOLToll Brothers, Inc.	$10.3M	1.04%	0.08%	-4.3%	Q4 2013
TMUST-Mobile US, Inc.	$10.2M	1.03%	0.00%	-2.8%	Q3 2019
NVSNovartis AG	$9.78M	0.99%	0.00%	-3.3%	Q2 2013
KOCoca Cola Co	$9.77M	0.99%	0.00%	-7.9%	Q2 2013
DUKDuke Energy CORP	$9.15M	0.92%	0.01%	+232.8%	Q2 2013
ABBVAbbVie Inc.	$9.14M	0.92%	0.00%	-0.2%	Q2 2013
DHRDanaher Corp	$9.05M	0.91%	0.01%	-11.8%	Q2 2013
NVDANvidia Corp	$8.95M	0.90%	0.00%	+0.7%	Q4 2015
COSTCostco Wholesale Corp	$8.76M	0.89%	0.00%	-4.6%	Q2 2013
PHParker-Hannifin Corp	$8.55M	0.86%	0.01%	+1.8%	Q4 2020
CVXChevron Corp	$8.29M	0.84%	0.00%	-4.7%	Q2 2013
MCOMoodys Corp	$8.27M	0.84%	0.01%	-3.0%	Q4 2018
NEENextera Energy Inc	$8.04M	0.81%	0.00%	+5.1%	Q2 2013
BDXBecton Dickinson & Co	$7.3M	0.74%	0.01%	-12.1%	Q2 2013
LLYELI LILLY & Co	$7.19M	0.73%	0.00%	-0.8%	Q1 2014
HDHome Depot, Inc.	$6.95M	0.70%	0.00%	-2.5%	Q2 2013
CMECme Group Inc.	$6.82M	0.69%	0.01%	-2.5%	Q2 2021
WMTWalmart Inc.	$6.55M	0.66%	0.00%	-8.0%	Q2 2013
LHXL3harris Technologies, Inc.	$6.37M	0.64%	0.01%	Not reported	Q3 2019
HONHoneywell International Inc	$6.26M	0.63%	0.01%	+5.6%	Q2 2013
BRK.BBerkshire Hathaway Inc	$6.25M	0.63%	Not reported	Not reported	Q2 2013
AXPAmerican Express Co	$6.21M	0.63%	0.00%	+4.6%	Q2 2013
OKEOneok Inc	$6.19M	0.63%	0.01%	-5.8%	Q2 2013
ADIAnalog Devices Inc	$5.87M	0.59%	0.00%	+5.0%	Q1 2021

Q3 2025Reported Nov 12, 2025169 positions
MSFTMicrosoft Corp	$77.8M	7.77%	0.00%	-1.7%	Q2 2013
AAPLApple Inc.	$55.7M	5.56%	0.00%	-1.8%	Q2 2013
GOOGAlphabet Inc.	$47.3M	4.73%	Not reported	-0.7%	Q4 2015
AVGOBroadcom Inc.	$46M	4.59%	0.00%	-0.4%	Q4 2020
ORCLOracle Corp	$45.6M	4.55%	0.01%	-7.8%	Q2 2013
JPMJPMorgan Chase & Co	$39.9M	3.98%	0.00%	-0.3%	Q2 2013
VVisa Inc.	$20.7M	2.06%	0.00%	-3.2%	Q2 2013
MCDMcdonalds Corp	$20.4M	2.04%	0.01%	+0.1%	Q2 2013
LRCXLam Research Corp	$18.4M	1.83%	0.01%	-1.1%	Q4 2020
JJacobs Solutions Inc.	$18.3M	1.83%	0.10%	+0.2%	Q4 2022
RTXRTX Corp	$17.7M	1.77%	0.01%	-0.8%	Q2 2021
JNJJohnson & Johnson	$17.1M	1.70%	0.00%	-0.4%	Q2 2013
ACNAccenture plc	$15M	1.50%	0.01%	-1.5%	Q2 2013
METAMeta Platforms, Inc.	$14.5M	1.44%	Not reported	+0.9%	Q2 2013
GOOGLAlphabet Inc.	$13.5M	1.35%	0.00%	-5.0%	Q4 2015
ETNEaton Corp plc	$13.5M	1.35%	0.01%	-0.5%	Q4 2020
ICEIntercontinental Exchange, Inc.	$13.1M	1.31%	0.01%	+78.7%	Q4 2015
IQVIqvia Holdings Inc.	$13M	1.30%	0.04%	-0.3%	Q4 2017
TMOThermo Fisher Scientific Inc.	$12.8M	1.28%	0.01%	-0.5%	Q2 2013
AONAon plc	$12.6M	1.26%	0.02%	-13.1%	Q3 2020
TMUST-Mobile US, Inc.	$12.4M	1.24%	0.00%	-2.8%	Q3 2019
PGPROCTER & GAMBLE Co	$12.4M	1.24%	0.00%	-0.3%	Q2 2013
PEPPepsico Inc	$12.4M	1.24%	0.01%	-3.7%	Q2 2013
LOWLowes Companies Inc	$11.7M	1.17%	0.01%	-0.1%	Q2 2013
SCHWSchwab Charles Corp	$11.6M	1.16%	0.01%	-2.3%	Q2 2015
XOMExxonMobil Holdings Corp	$11.2M	1.12%	0.00%	+0.3%	Q2 2013
TOLToll Brothers, Inc.	$10.9M	1.09%	0.08%	+0.2%	Q4 2013
AMZNAmazon Com Inc	$10.9M	1.09%	0.00%	+0.6%	Q2 2013
KOCoca Cola Co	$10.1M	1.01%	0.00%	+0.4%	Q2 2013
COSTCostco Wholesale Corp	$9.86M	0.98%	0.00%	+9.8%	Q2 2013
BROBrown & Brown, Inc.	$9.86M	0.98%	0.03%	+130.1%	Q4 2018
NVSNovartis AG	$9.4M	0.94%	0.00%	-1.4%	Q2 2013
ABBVAbbVie Inc.	$9.29M	0.93%	0.00%	0.0%	Q2 2013
NVDANvidia Corp	$8.9M	0.89%	0.00%	+0.9%	Q4 2015
DHRDanaher Corp	$8.89M	0.89%	0.01%	-1.9%	Q2 2013
CVXChevron Corp	$8.86M	0.88%	0.00%	-1.4%	Q2 2013
HDHome Depot, Inc.	$8.4M	0.84%	0.00%	-1.2%	Q2 2013
BDXBecton Dickinson & Co	$8.01M	0.80%	0.01%	-4.0%	Q2 2013
MCOMoodys Corp	$7.96M	0.79%	0.01%	-2.7%	Q4 2018
LENLennar Corp	$7.36M	0.74%	Not reported	-1.3%	Q1 2016
PHParker-Hannifin Corp	$7.25M	0.72%	0.01%	-0.1%	Q4 2020
NEENextera Energy Inc	$7.19M	0.72%	0.00%	-1.5%	Q2 2013
CMECme Group Inc.	$6.92M	0.69%	0.01%	-0.8%	Q2 2021
LHXL3harris Technologies, Inc.	$6.62M	0.66%	0.01%	Not reported	Q3 2019
WMTWalmart Inc.	$6.58M	0.66%	0.00%	-0.2%	Q2 2013
OKEOneok Inc	$6.52M	0.65%	0.01%	-1.4%	Q2 2013
WSOWatsco Inc	$6.42M	0.64%	Not reported	-1.1%	Q2 2022
HONHoneywell International Inc	$6.39M	0.64%	0.00%	+0.3%	Q2 2013
BRK.BBerkshire Hathaway Inc	$6.25M	0.62%	Not reported	-8.8%	Q2 2013
ABTAbbott Laboratories	$6.23M	0.62%	0.00%	-0.1%	Q2 2013

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