Tower Bridge Advisors
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Tower Bridge Advisors reported 222 stock positions worth $1.1 billion. Its top holding was Alphabet Class C (GOOG) at 5.8% of the portfolio, followed by Apple (AAPL, 5.4%) and Microsoft (MSFT, 4.7%). Compared with Q1 2026, it opened 13 new positions, sold out of 14, added to 51 and reduced 116. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +23%) and the biggest sale Accenture Class A (ACN, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CONSHOHOCKEN, PA
- CIK
- 0001278249
- Portfolio Value
- $1.1B (Q2 2026)
- SEC Filing
- 0001278249-26-000008 ↗ filed Aug 12, 2026
Holdings Value
Holdings 222 stocks · $1.1B
| GOOG Alphabet Inc. Class C | 5.75% | 180,426 | $63.7M | Reduce -2.8% |
| AAPL Apple Inc. | 5.41% | 207,214 | $60.0M | Reduce -3.2% |
| MSFT Microsoft Corp. | 4.73% | 140,509 | $52.4M | Reduce -2.2% |
| AVGO Broadcom Inc. | 4.42% | 129,671 | $49.0M | Reduce -2.7% |
| LRCX Lam Research Corp. | 4.04% | 103,392 | $44.8M | Reduce -3.3% |
| JPM JPMorgan Chase & Co. | 3.61% | 122,394 | $40.1M | Reduce -2.5% |
| VOO Vanguard S&P 500 ETF | 2.37% | 38,315 | $26.3M | Add +23.0% |
| JNJ Johnson & Johnson | 2.05% | 89,561 | $22.7M | Add +0.3% |
| ORCL Oracle Corp. | 1.92% | 144,951 | $21.2M | Reduce -2.5% |
| V Visa Inc. Class A | 1.83% | 59,084 | $20.3M | Reduce -0.4% |
| RTX RTX Corp. | 1.78% | 103,955 | $19.7M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 1.77% | 55,051 | $19.7M | Add +1.0% |
| MCD McDonald's Corp. | 1.59% | 65,215 | $17.6M | Reduce -1.0% |
| ETN Eaton Corp. PLC | 1.44% | 37,534 | $16.0M | Reduce -0.9% |
| J Jacobs Solutions Inc. | 1.31% | 115,626 | $14.6M | Reduce -3.7% |
| XOM Exxonmobil Holdings Corp. | 1.26% | 101,825 | $13.9M | Add +0.3% |
| TMO Thermo Fisher Scientific Inc. | 1.21% | 26,811 | $13.4M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 1.20% | 55,929 | $13.3M | Add +0.4% |
| TOL Toll Brothers Inc. | 1.11% | 74,881 | $12.3M | Reduce -0.9% |
| IQV Iqvia Holdings Inc. | 1.10% | 63,268 | $12.2M | Reduce -4.5% |
| PG The Procter & Gamble Co. | 1.10% | 82,775 | $12.1M | Add +4.1% |
| ICE Intercontinental Exchange Inc. | 1.07% | 96,576 | $11.9M | Add +7.0% |
| PEP Pepsico Inc. | 1.04% | 85,116 | $11.5M | Reduce -2.6% |
| SCHW Schwab (charles) Corp. | 1.01% | 121,059 | $11.2M | Reduce -2.2% |
| KO The Coca-Cola Co. | 1.00% | 135,870 | $11.0M | Reduce -3.2% |
| NVS Novartis AG-Sponsored ADR | 0.98% | 69,416 | $10.9M | Reduce -3.0% |
| META Meta Platforms Inc. Class A | 0.98% | 19,266 | $10.9M | Reduce -1.9% |
| DUK Duke Energy Corp. | 0.97% | 85,105 | $10.8M | Reduce -3.4% |
| NVDA Nvidia Corp. | 0.96% | 53,310 | $10.7M | Add +2.0% |
| AON Aon PLC Class A | 0.95% | 31,789 | $10.5M | Reduce -5.0% |
| LOW Lowe's Cos Inc. | 0.89% | 44,668 | $9.8M | Reduce -3.3% |
| ABBV Abbvie Inc. | 0.88% | 38,900 | $9.8M | Reduce -1.1% |
| PH Parker Hannifin Corp. | 0.84% | 9,546 | $9.3M | Reduce -2.2% |
| CVX Chevron Corp. | 0.84% | 56,246 | $9.3M | Reduce -0.9% |
| NEE Nextera Energy Inc. | 0.82% | 103,394 | $9.1M | Add +1.1% |
| COST Costco Wholesale Corp. | 0.82% | 9,661 | $9.0M | Reduce -4.8% |
| ADI Analog Devices Inc. | 0.81% | 22,704 | $9.0M | Reduce -1.3% |
| MCO Moody's Corp. | 0.81% | 19,721 | $8.9M | Add +9.6% |
| LLY Eli Lilly & Co. | 0.71% | 6,601 | $7.9M | Reduce -1.2% |
| SCHD Schwab US DVD Equity ETF | 0.70% | 245,374 | $7.8M | Reduce -0.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.68% | 89,898 | $7.5M | Reduce -5.6% |
| OKE Oneok Inc. | 0.66% | 84,507 | $7.3M | Reduce -0.5% |
| WMT Walmart Inc. | 0.65% | 63,868 | $7.2M | Reduce -1.7% |
| TMUS T-Mobile US Inc. | 0.65% | 42,687 | $7.2M | Reduce -15.2% |
| UPS United Parcel Service Class B | 0.64% | 66,063 | $7.1M | Reduce -0.3% |
| APH Amphenol Corp. Class A | 0.63% | 39,481 | $7.0M | Add +199.8% |
| HD Home Depot Inc. | 0.63% | 19,705 | $6.9M | Reduce -3.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.61% | 9,072 | $6.8M | Add +2.2% |
| CSCO Cisco Systems Inc. | 0.60% | 56,524 | $6.6M | Reduce -1.4% |
| WM Waste Management Inc. | 0.59% | 29,555 | $6.6M | Add +0.9% |
| WSO Watsco Inc. | 0.59% | 15,633 | $6.5M | Reduce -3.5% |
| DHR Danaher Corp. | 0.57% | 33,245 | $6.3M | Reduce -11.4% |
| ACN Accenture PLC Class A | 0.56% | 49,619 | $6.2M | Reduce -13.8% |
| LHX L3HARRIS Technologies Inc. | 0.55% | 21,162 | $6.1M | Reduce -2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 12,211 | $6.1M | Reduce -1.7% |
| AXP American Express Co. | 0.54% | 17,806 | $6.0M | Add +2.6% |
| UNP Union Pacific Corp. | 0.53% | 21,519 | $5.9M | Add +2.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.53% | 72,428 | $5.8M | Reduce -4.3% |
| AMGN Amgen Inc. | 0.49% | 15,102 | $5.5M | Reduce -0.5% |
| CME Cme Group Inc. | 0.49% | 24,433 | $5.4M | Reduce -3.2% |
| LIN Linde PLC | 0.48% | 10,354 | $5.4M | Reduce -2.4% |
| BDX Becton Dickinson and Co. | 0.48% | 34,806 | $5.3M | Reduce -6.7% |
| LEN Lennar Corp. Class A | 0.45% | 55,397 | $5.0M | Reduce -1.1% |
| TPL Texas Pacific Land Corp. | 0.43% | 11,009 | $4.8M | No change |
| DE Deere & Co. | 0.42% | 7,284 | $4.6M | No change |
| EPD Enterprise Products Partners | 0.41% | 124,490 | $4.6M | Reduce -4.0% |
| MRK Merck & Co. Inc. | 0.40% | 34,852 | $4.5M | Reduce -1.1% |
| TRV The Travelers Cos Inc. | 0.40% | 13,566 | $4.5M | No change |
| ABT Abbott Laboratories | 0.40% | 48,646 | $4.4M | Reduce -2.5% |
| BAC Bank of America Corp. | 0.39% | 75,694 | $4.3M | Reduce -1.2% |
| CAT Caterpillar Inc. | 0.38% | 3,983 | $4.2M | Reduce -0.4% |
| APD Air Products & Chemicals Inc. | 0.37% | 14,163 | $4.2M | Reduce -0.3% |
| ENB Enbridge Inc. | 0.35% | 71,884 | $3.9M | Reduce -0.7% |
| CSX CSX Corp. | 0.34% | 79,394 | $3.8M | Add +0.0% |
| HON Honeywell International Inc. | 0.34% | 16,712 | $3.7M | Reduce -1.8% |
| HONA Honeywell Aerospace Inc. | 0.33% | 16,702 | $3.7M | Reduce -1.9% |
| PNC PNC Financial Services Group | 0.33% | 14,825 | $3.7M | Add +0.9% |
| LMT Lockheed Martin Corp. | 0.32% | 6,952 | $3.5M | Add +0.5% |
| AMP Ameriprise Financial Inc. | 0.30% | 7,332 | $3.4M | Reduce -0.9% |
| MDLZ Mondelez International Inc. Class A | 0.30% | 57,461 | $3.3M | Reduce -3.5% |
| BRO Brown & Brown Inc. | 0.29% | 50,500 | $3.2M | Reduce -17.8% |
| SPGI S&P Global Inc. | 0.29% | 7,863 | $3.2M | Reduce -8.4% |
| WFC Wells Fargo & Co. | 0.28% | 37,126 | $3.1M | Reduce -9.3% |
| RSP Invesco S&P 500 Equal Weight | 0.28% | 14,338 | $3.1M | Add +5.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 10,289 | $2.9M | Add +2.5% |
| SPG Simon Property Group Inc. | 0.26% | 12,670 | $2.8M | Reduce -0.0% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 11,701 | $2.8M | Reduce -5.4% |
| MDT Medtronic PLC | 0.24% | 33,584 | $2.6M | Reduce -9.7% |
| NSC Norfolk Southern Corp. | 0.24% | 8,338 | $2.6M | No change |
| PM Philip Morris International | 0.23% | 14,162 | $2.6M | Add +24.4% |
| SCHM Schwab US Mid Cap ETF | 0.23% | 68,171 | $2.5M | Reduce -2.9% |
| QCOM Qualcomm Inc. | 0.22% | 13,492 | $2.5M | Reduce -8.8% |
| IVV iShares Core S&P 500 ETF | 0.22% | 3,266 | $2.4M | No change |
| TT Trane Technologies PLC | 0.22% | 4,883 | $2.4M | Add +22.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 7,730 | $2.3M | Add +0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 6,270 | $2.3M | Add +47.4% |
| LDOS Leidos Holdings Inc. | 0.19% | 20,186 | $2.1M | Reduce -0.2% |
| AMAT Applied Materials Inc. | 0.19% | 2,841 | $2.1M | Reduce -8.9% |
| CL Colgate-Palmolive Co. | 0.18% | 21,582 | $2.0M | Reduce -4.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 2,674 | $2.0M | Add +16.9% |
Portfolio Sells Q1 2026 → Q2 2026
| ACN Accenture PLC Class A | Reduce -13.8% | 0.56% | −0.55 |
| MSFT Microsoft Corp. | Reduce -2.2% | 4.73% | −0.41 |
| HON Honeywell International Inc. | Reduce -1.8% | 0.34% | −0.41 |
| MCD McDonald's Corp. | Reduce -1.0% | 1.59% | −0.39 |
| TMUS T-Mobile US Inc. | Reduce -15.2% | 0.65% | −0.37 |
| CVX Chevron Corp. | Reduce -0.9% | 0.84% | −0.29 |
| PEP Pepsico Inc. | Reduce -2.6% | 1.04% | −0.27 |
| CME Cme Group Inc. | Reduce -3.2% | 0.49% | −0.23 |
| ORCL Oracle Corp. | Reduce -2.5% | 1.92% | −0.20 |
| RTX RTX Corp. | Reduce -1.1% | 1.78% | −0.18 |
| LHX L3HARRIS Technologies Inc. | Reduce -2.2% | 0.55% | −0.17 |
| LOW Lowe's Cos Inc. | Reduce -3.3% | 0.89% | −0.17 |
| J Jacobs Solutions Inc. | Reduce -3.7% | 1.31% | −0.16 |
| COST Costco Wholesale Corp. | Reduce -4.8% | 0.82% | −0.16 |
| DUK Duke Energy Corp. | Reduce -3.4% | 0.97% | −0.14 |
| WMT Walmart Inc. | Reduce -1.7% | 0.65% | −0.13 |
| NI Nisource Inc. | Sold out | 0.00% | −0.13 |
| LDOS Leidos Holdings Inc. | Reduce -0.2% | 0.19% | −0.12 |
| SCHW Schwab (charles) Corp. | Reduce -2.2% | 1.01% | −0.12 |
| DHR Danaher Corp. | Reduce -11.4% | 0.57% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -1.9% | 0.98% | −0.11 |
| ABT Abbott Laboratories | Reduce -2.5% | 0.40% | −0.10 |
| BRO Brown & Brown Inc. | Reduce -17.8% | 0.29% | −0.09 |
| AON Aon PLC Class A | Reduce -5.0% | 0.95% | −0.09 |
| BDX Becton Dickinson and Co. | Reduce -6.7% | 0.48% | −0.09 |
| OKE Oneok Inc. | Reduce -0.5% | 0.66% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.4% | 1.21% | −0.08 |
| MDT Medtronic PLC | Reduce -9.7% | 0.24% | −0.07 |
| NVS Novartis AG-Sponsored ADR | Reduce -3.0% | 0.98% | −0.07 |
| SPGI S&P Global Inc. | Reduce -8.4% | 0.29% | −0.06 |
| EPD Enterprise Products Partners | Reduce -4.0% | 0.41% | −0.06 |
| CCS Century Communities Inc. | Sold out | 0.00% | −0.06 |
| MTH Meritage Homes Corp. | Sold out | 0.00% | −0.05 |
| NFLX Netflix Inc. | Reduce -3.5% | 0.08% | −0.04 |
| WFC Wells Fargo & Co. | Reduce -9.3% | 0.28% | −0.04 |
| KO The Coca-Cola Co. | Reduce -3.2% | 1.00% | −0.03 |
| BSX Boston Scientific Corp. | Reduce -5.7% | 0.05% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -3.5% | 0.30% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.9% | 0.70% | −0.03 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.03 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.03 |
| FANG Diamondback Energy Inc. | Reduce -8.2% | 0.10% | −0.03 |
| HONA Honeywell Aerospace Inc. | Reduce -1.9% | 0.33% | −0.03 |
| IBTI iShares Ibonds Dec 2028 Term | Sold out | 0.00% | −0.03 |
| IBTH iShares Ibonds Dec 2027 Term | Sold out | 0.00% | −0.03 |
| AMTM Amentum Holdings Inc. | Reduce -6.8% | 0.06% | −0.03 |
| PSX Phillips 66 | Reduce -4.3% | 0.14% | −0.03 |
| ENB Enbridge Inc. | Reduce -0.7% | 0.35% | −0.03 |
| PFE Pfizer Inc. | Reduce -4.4% | 0.09% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Add +23.0% | 2.37% | +0.58 |
| APH Amphenol Corp. Class A | Add +199.8% | 0.63% | +0.47 |
| GOOGL Alphabet Inc. Class A | Add +1.0% | 1.77% | +0.26 |
| VYM Vanguard High DVD Yield ETF | New | 0.14% | +0.14 |
| CELH Celsius Holdings Inc. | New | 0.13% | +0.13 |
| IJH iShares Core S&P Midcap ETF | Add +131.9% | 0.15% | +0.09 |
| AMZN Amazon.com Inc. | Add +0.4% | 1.20% | +0.08 |
| IWD iShares Russell 1000 Value E | Add +77.8% | 0.17% | +0.08 |
| NVDA Nvidia Corp. | Add +2.0% | 0.96% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +47.4% | 0.21% | +0.08 |
| CRM Salesforce Inc. | New | 0.07% | +0.07 |
| XBI SS SPDR S&P Biotech ETF | Add +52.7% | 0.15% | +0.07 |
| IJR iShares Core S&P Small-Cap E | Add +160.2% | 0.10% | +0.06 |
| TT Trane Technologies PLC | Add +22.8% | 0.22% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.2% | 0.61% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +16.9% | 0.18% | +0.05 |
| PM Philip Morris International | Add +24.4% | 0.23% | +0.05 |
| MCO Moody's Corp. | Add +9.6% | 0.81% | +0.05 |
| INTC Intel Corp. | New | 0.05% | +0.05 |
| EFA iShares MSCI Eafe ETF | New | 0.04% | +0.04 |
| AXP American Express Co. | Add +2.6% | 0.54% | +0.04 |
| BMOP BNY Meln Munipl Opp ETF | New | 0.04% | +0.04 |
| UNP Union Pacific Corp. | Add +2.4% | 0.53% | +0.04 |
| MS Morgan Stanley | New | 0.04% | +0.04 |
| PNC PNC Financial Services Group | Add +0.9% | 0.33% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +8.0% | 0.09% | +0.03 |
| ADP Automatic Data Processing | Add +25.2% | 0.14% | +0.03 |
| AMD Advanced Micro Devices | New | 0.03% | +0.03 |
| IBM Intl Business Machines Corp. | Add +2.5% | 0.26% | +0.03 |
| CSX CSX Corp. | Add +0.0% | 0.34% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +5.5% | 0.28% | +0.02 |
| SUB iShares Short-Term National | New | 0.02% | +0.02 |
| GLW Corning Inc. | New | 0.02% | +0.02 |
| TXN Texas Instruments Inc. | New | 0.02% | +0.02 |
| CVS CVS Health Corp. | New | 0.02% | +0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.02% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.6% | 0.21% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +1.4% | 0.10% | +0.01 |
| CI The Cigna Group | Add +18.6% | 0.08% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +4.7% | 0.08% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +2.0% | 0.06% | +0.01 |
| WMB Williams Cos Inc. | Add +10.0% | 0.08% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +0.5% | 0.10% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.1% | 0.10% | +0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +5.2% | 0.04% | +0.00 |
| MO Altria Group Inc. | Add +1.4% | 0.05% | +0.00 |
| D Dominion Energy Inc. | Add +4.0% | 0.02% | +0.00 |
| FCX Freeport-McMoran Inc. | Add +2.9% | 0.02% | +0.00 |
| PHYS Sprott Physical Gold Trust | Add +19.1% | 0.04% | −0.00 |
| MPC Marathon Petroleum Corp. | Add +0.4% | 0.13% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 222 | $1.1B | GOOG, AAPL, MSFT, AVGO, LRCX |
| Q1 2026 | 221 | $1.0B | AAPL, GOOG, MSFT, AVGO, JPM |
| Q4 2025 | 182 | $979.0M | MSFT, GOOG, AAPL, AVGO, JPM |
| Q3 2025 | 187 | $988.2M | MSFT, AAPL, GOOG, AVGO, ORCL |
| Q2 2025 | 184 | $917.3M | MSFT, AAPL, AVGO, ORCL, JPM |
| Q1 2025 | 191 | $880.5M | MSFT, AAPL, JPM, GOOG, ORCL |
| Q4 2024 | 186 | $924.0M | MSFT, AAPL, GOOG, AVGO, ORCL |
| Q3 2024 | 188 | $948.3M | MSFT, AAPL, GOOG, ORCL, JPM |
| Q2 2024 | 178 | $884.3M | MSFT, AAPL, GOOG, ORCL, JPM |
| Q1 2024 | 191 | $965.7M | MSFT, AAPL, GOOG, JPM, ORCL |