Tower Bridge Advisors
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 24, 2024), Tower Bridge Advisors reported 178 stock positions worth $884.3 million. Its top holding was Microsoft (MSFT) at 8.3% of the portfolio, followed by Apple (AAPL, 5.6%) and Alphabet Class C (GOOG, 4.3%). Compared with Q1 2024, it opened 6 new positions, sold out of 19, added to 30 and reduced 111. The biggest buy was Exxon Mobil (XOM, shares +147%) and the biggest sale Nvidia (NVDA, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CONSHOHOCKEN, PA
- CIK
- 0001278249
- Portfolio Value
- $884.3M (Q2 2024)
- SEC Filing
- 0001278249-24-000003 ↗ filed Jul 24, 2024
Holdings Value
Holdings 178 stocks · $884.3M
| MSFT Microsoft Corp. | 8.29% | 163,943 | $73.3M | Reduce -6.1% |
| AAPL Apple Inc. | 5.62% | 236,068 | $49.7M | Reduce -9.3% |
| GOOG Alphabet Inc. Class C | 4.29% | 207,054 | $38.0M | Reduce -3.8% |
| ORCL Oracle Corp. | 3.00% | 187,642 | $26.5M | Reduce -8.1% |
| JPM JPMorgan Chase & Co. | 2.99% | 130,532 | $26.4M | Reduce -2.6% |
| AVGO Broadcom Inc. | 2.63% | 144,890 | $23.3M | Add +922.5% |
| ACN Accenture PLC Class A | 2.28% | 66,315 | $20.1M | Reduce -10.3% |
| MCD McDonald's Corp. | 2.06% | 71,414 | $18.2M | Add +0.5% |
| V Visa Inc. Class A | 2.05% | 69,213 | $18.2M | Reduce -10.3% |
| J Jacobs Solutions Inc. | 2.03% | 128,498 | $18.0M | Reduce -6.6% |
| IQV Iqvia Holdings Inc. | 1.83% | 76,699 | $16.2M | Reduce -6.3% |
| PEP Pepsico Inc. | 1.79% | 96,133 | $15.9M | Reduce -2.2% |
| JNJ Johnson & Johnson | 1.70% | 102,635 | $15.0M | Reduce -7.0% |
| UNH Unitedhealth Group Inc. | 1.68% | 29,193 | $14.9M | Add +12.0% |
| TMO Thermo Fisher Scientific Inc. | 1.57% | 25,159 | $13.9M | Reduce -10.5% |
| BDX Becton Dickinson and Co. | 1.57% | 59,264 | $13.9M | Reduce -8.9% |
| AON Aon PLC Class A | 1.51% | 45,497 | $13.4M | Reduce -5.7% |
| PG The Procter & Gamble Co. | 1.51% | 80,795 | $13.3M | Reduce -3.3% |
| DHR Danaher Corp. | 1.39% | 49,020 | $12.2M | Reduce -8.9% |
| GOOGL Alphabet Inc. Class A | 1.37% | 66,402 | $12.1M | Reduce -11.2% |
| XOM Exxon Mobil Corp. | 1.33% | 102,216 | $11.8M | Add +147.4% |
| LOW Lowe's Cos Inc. | 1.28% | 51,389 | $11.3M | Reduce -10.9% |
| KO The Coca-Cola Co. | 1.18% | 164,450 | $10.5M | Reduce -2.8% |
| RTX RTX Corp. | 1.18% | 103,666 | $10.4M | Add +1.2% |
| ETN Eaton Corp. PLC | 1.17% | 32,979 | $10.3M | Reduce -1.6% |
| LEN Lennar Corp. Class A | 1.16% | 68,383 | $10.2M | Reduce -5.2% |
| ADBE Adobe Inc. | 1.14% | 18,164 | $10.1M | Reduce -14.2% |
| TOL Toll Brothers Inc. | 1.12% | 86,077 | $9.9M | Reduce -5.4% |
| SCHW Schwab (charles) Corp. | 1.09% | 131,290 | $9.7M | Reduce -13.5% |
| CVX Chevron Corp. | 1.09% | 61,381 | $9.6M | Reduce -5.7% |
| COST Costco Wholesale Corp. | 1.02% | 10,625 | $9.0M | Reduce -1.7% |
| TMUS T-Mobile US Inc. | 1.01% | 50,588 | $8.9M | Add +8.8% |
| NVS Novartis AG-Sponsored ADR | 1.00% | 83,362 | $8.9M | Reduce -1.9% |
| META Meta Platforms Inc. Class A | 1.00% | 17,478 | $8.8M | Reduce -9.1% |
| MCO Moody's Corp. | 0.91% | 19,220 | $8.1M | Reduce -11.0% |
| WSO Watsco Inc. | 0.91% | 17,398 | $8.1M | Reduce -1.9% |
| HD Home Depot Inc. | 0.89% | 22,886 | $7.9M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 0.87% | 39,883 | $7.7M | Reduce -3.4% |
| HON Honeywell International Inc. | 0.78% | 32,383 | $6.9M | Reduce -22.4% |
| FDX FedEx Corp. | 0.77% | 22,691 | $6.8M | Reduce -6.8% |
| DEO Diageo PLC-Sponsored ADR | 0.74% | 52,058 | $6.6M | Reduce -1.1% |
| ABBV Abbvie Inc. | 0.74% | 38,103 | $6.5M | No change |
| OKE Oneok Inc. | 0.72% | 77,633 | $6.3M | Reduce -2.2% |
| CSCO Cisco Systems Inc. | 0.70% | 129,644 | $6.2M | Reduce -13.3% |
| WMT Walmart Inc. | 0.67% | 87,807 | $5.9M | Reduce -17.7% |
| MRK Merck & Co. Inc. | 0.66% | 47,095 | $5.8M | Reduce -2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 13,956 | $5.7M | Reduce -3.5% |
| LLY Eli Lilly & Co. | 0.62% | 6,039 | $5.5M | Reduce -1.0% |
| ICE Intercontinental Exchange Inc. | 0.60% | 39,021 | $5.3M | Add +2.4% |
| UPS United Parcel Service Class B | 0.60% | 38,864 | $5.3M | Reduce -4.6% |
| CME Cme Group Inc. | 0.60% | 26,884 | $5.3M | Reduce -2.1% |
| ADI Analog Devices Inc. | 0.55% | 21,299 | $4.9M | Reduce -19.9% |
| NEE Nextera Energy Inc. | 0.55% | 68,201 | $4.8M | Add +16.3% |
| LHX L3HARRIS Technologies Inc. | 0.54% | 21,425 | $4.8M | Reduce -1.0% |
| MDLZ Mondelez International Inc. Class A | 0.52% | 70,719 | $4.6M | Reduce -12.9% |
| UNP Union Pacific Corp. | 0.51% | 20,114 | $4.6M | Reduce -12.5% |
| PH Parker Hannifin Corp. | 0.51% | 8,956 | $4.5M | Add +94.4% |
| ABT Abbott Laboratories | 0.51% | 43,420 | $4.5M | Reduce -2.0% |
| CDW CDW Corp. | 0.46% | 18,252 | $4.1M | Add +30.4% |
| AMGN Amgen Inc. | 0.46% | 12,996 | $4.1M | Reduce -15.4% |
| EPD Enterprise Products Partners | 0.46% | 140,000 | $4.1M | Reduce -2.8% |
| SPGI S&P Global Inc. | 0.45% | 8,978 | $4.0M | Reduce -6.3% |
| BRO Brown & Brown Inc. | 0.45% | 44,565 | $4.0M | Reduce -23.3% |
| MDT Medtronic PLC | 0.44% | 49,393 | $3.9M | Reduce -4.1% |
| WM Waste Management Inc. | 0.43% | 18,022 | $3.8M | Reduce -3.6% |
| LRCX Lam Research Corp. | 0.43% | 3,573 | $3.8M | Add +1.6% |
| NVDA Nvidia Corp. | 0.42% | 29,900 | $3.7M | Reduce -84.0% |
| TPL Texas Pacific Land Corp. | 0.40% | 4,800 | $3.5M | Reduce -12.3% |
| QCOM Qualcomm Inc. | 0.39% | 17,361 | $3.5M | Reduce -8.5% |
| APD Air Products & Chemicals Inc. | 0.39% | 13,360 | $3.4M | Reduce -29.4% |
| AMP Ameriprise Financial Inc. | 0.38% | 7,899 | $3.4M | No change |
| AXP American Express Co. | 0.36% | 13,627 | $3.2M | No change |
| LMT Lockheed Martin Corp. | 0.35% | 6,697 | $3.1M | Add +4.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 75,744 | $3.0M | Reduce -5.3% |
| LDOS Leidos Holdings Inc. | 0.31% | 18,537 | $2.7M | Reduce -12.5% |
| STZ Constellation Brands Inc. Class A | 0.30% | 10,161 | $2.6M | Reduce -0.5% |
| DE Deere & Co. | 0.29% | 6,803 | $2.5M | Reduce -0.0% |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.29% | 73,155 | $2.5M | Reduce -4.1% |
| CL Colgate-Palmolive Co. | 0.28% | 25,823 | $2.5M | Reduce -8.8% |
| CSX CSX Corp. | 0.27% | 72,685 | $2.4M | Reduce -0.3% |
| ENB Enbridge Inc. | 0.27% | 68,191 | $2.4M | Reduce -5.3% |
| CVS CVS Health Corp. | 0.27% | 40,952 | $2.4M | Reduce -73.0% |
| WFC Wells Fargo & Co. | 0.27% | 39,721 | $2.4M | Reduce -1.9% |
| CMCSA Comcast Corp. Class A | 0.26% | 59,137 | $2.3M | Reduce -15.6% |
| TRV The Travelers Cos Inc. | 0.26% | 11,153 | $2.3M | Reduce -2.4% |
| SPG Simon Property Group Inc. | 0.22% | 13,025 | $2.0M | Add +1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 11,009 | $1.9M | Add +4.0% |
| PFE Pfizer Inc. | 0.21% | 65,590 | $1.8M | Add +2.4% |
| AKAM Akamai Technologies Inc. | 0.20% | 19,251 | $1.7M | Reduce -19.4% |
| ADP Automatic Data Processing | 0.19% | 7,133 | $1.7M | Reduce -39.0% |
| MKC McCormick & Co.-Non VTG SHRS | 0.19% | 23,127 | $1.6M | Add +23.1% |
| NSC Norfolk Southern Corp. | 0.18% | 7,356 | $1.6M | No change |
| RJF Raymond James Financial Inc. | 0.18% | 12,654 | $1.6M | Reduce -43.0% |
| PNC PNC Financial Services Group | 0.17% | 9,950 | $1.5M | No change |
| PSX Phillips 66 | 0.17% | 10,762 | $1.5M | Add +1.4% |
| CAT Caterpillar Inc. | 0.17% | 4,405 | $1.5M | Reduce -6.4% |
| AFL Aflac Inc. | 0.17% | 16,356 | $1.5M | Reduce -2.6% |
| TT Trane Technologies PLC | 0.16% | 4,369 | $1.4M | Add +0.5% |
| BMY Bristol-Myers Squibb Co. | 0.15% | 32,890 | $1.4M | Reduce -18.3% |
| NXPI NXP Semiconductors NV | 0.14% | 4,470 | $1.2M | Reduce -1.3% |
Other holdings (7): bonds, preferreds, convertibles and warrants · $15.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC (GS F PERP A) | COM | 208,060 | $4.8M | Reduce -6.7% |
| US BANCORP (USB F PERP B*) | COM | 150,383 | $3.2M | Reduce -18.6% |
| METLIFE INC (MET F PERP A) | Bond | 116,246 | $2.8M | Reduce -3.2% |
| BANK OF AMERICA CORP (BAC F PERP 02) | COM | 107,315 | $2.4M | Reduce -19.4% |
| MORGAN STANLEY (MS F PERP +A) | COM | 39,795 | $911K | Reduce -2.5% |
| GOLDMAN SACHS GROUP INC (GS F PERP D) | Preferred Stock | 27,100 | $622K | Reduce -6.9% |
| BANK OF AMERICA CORP (BAC F PERP 01) | Preferred Stock | 25,450 | $579K | No change |
Total filed on the 13F, all lines: $899.7M.
Portfolio Sells Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Reduce -84.0% | 0.42% | −1.33 |
| CVS CVS Health Corp. | Reduce -73.0% | 0.27% | −0.98 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.80 |
| ACN Accenture PLC Class A | Reduce -10.3% | 2.28% | −0.38 |
| IQV Iqvia Holdings Inc. | Reduce -6.3% | 1.83% | −0.31 |
| VTIAX Vanguard TTL Int St Idx-Adm | Sold out | 0.00% | −0.31 |
| TFC Truist Financial Corp. | Reduce -81.5% | 0.08% | −0.30 |
| LOW Lowe's Cos Inc. | Reduce -10.9% | 1.28% | −0.24 |
| DIS The Walt Disney Co. | Reduce -60.8% | 0.11% | −0.20 |
| V Visa Inc. Class A | Reduce -10.3% | 2.05% | −0.17 |
| J Jacobs Solutions Inc. | Reduce -6.6% | 2.03% | −0.16 |
| AON Aon PLC Class A | Reduce -5.7% | 1.51% | −0.16 |
| SENEA Seneca Foods Corp. Class A | Sold out | 0.00% | −0.15 |
| SBUX Starbucks Corp. | Reduce -81.0% | 0.03% | −0.15 |
| LEN Lennar Corp. Class A | Reduce -5.2% | 1.16% | −0.13 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.5% | 1.57% | −0.12 |
| RJF Raymond James Financial Inc. | Reduce -43.0% | 0.18% | −0.12 |
| JNJ Johnson & Johnson | Reduce -7.0% | 1.70% | −0.11 |
| ADP Automatic Data Processing | Reduce -39.0% | 0.19% | −0.11 |
| HON Honeywell International Inc. | Reduce -22.4% | 0.78% | −0.11 |
| BDX Becton Dickinson and Co. | Reduce -8.9% | 1.57% | −0.10 |
| CFR Cullen/Frost Bankers Inc. | Reduce -71.0% | 0.04% | −0.10 |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm | Sold out | 0.00% | −0.10 |
| TOL Toll Brothers Inc. | Reduce -5.4% | 1.12% | −0.10 |
| WRLC Windrock Ltd. Co. | Sold out | 0.00% | −0.09 |
| APD Air Products & Chemicals Inc. | Reduce -29.4% | 0.39% | −0.09 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.08 |
| CSCO Cisco Systems Inc. | Reduce -13.3% | 0.70% | −0.08 |
| BRO Brown & Brown Inc. | Reduce -23.3% | 0.45% | −0.08 |
| AKAM Akamai Technologies Inc. | Reduce -19.4% | 0.20% | −0.07 |
| BMY Bristol-Myers Squibb Co. | Reduce -18.3% | 0.15% | −0.07 |
| UNP Union Pacific Corp. | Reduce -12.5% | 0.51% | −0.07 |
| DEO Diageo PLC-Sponsored ADR | Reduce -1.1% | 0.74% | −0.07 |
| INTC Intel Corp. | Reduce -20.9% | 0.10% | −0.07 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -12.9% | 0.52% | −0.07 |
| NKE Nike Inc. Class B | Reduce -41.9% | 0.06% | −0.06 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -15.6% | 0.26% | −0.05 |
| GL Globe Life Inc. | Reduce -51.6% | 0.03% | −0.05 |
| SCHW Schwab (charles) Corp. | Reduce -13.5% | 1.09% | −0.04 |
| DUK Duke Energy Corp. | Reduce -40.1% | 0.09% | −0.04 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.04 |
| SUBCY Subsea 7 SA-Spon ADR | Sold out | 0.00% | −0.04 |
| RPM RPM International Inc. | Sold out | 0.00% | −0.04 |
| TSCO Tractor Supply Company | Reduce -56.1% | 0.03% | −0.04 |
| LIN Linde PLC | Reduce -21.9% | 0.13% | −0.03 |
| HD Home Depot Inc. | Reduce -0.9% | 0.89% | −0.03 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.03 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| XOM Exxon Mobil Corp. | Add +147.4% | 1.33% | +0.83 |
| AVGO Broadcom Inc. | Add +922.5% | 2.63% | +0.69 |
| UNH Unitedhealth Group Inc. | Add +12.0% | 1.68% | +0.35 |
| PH Parker Hannifin Corp. | Add +94.4% | 0.51% | +0.25 |
| TMUS T-Mobile US Inc. | Add +8.8% | 1.01% | +0.22 |
| NEE Nextera Energy Inc. | Add +16.3% | 0.55% | +0.16 |
| RTX RTX Corp. | Add +1.2% | 1.18% | +0.14 |
| FANG Diamondback Energy Inc. | New | 0.13% | +0.13 |
| CDW CDW Corp. | Add +30.4% | 0.46% | +0.09 |
| LRCX Lam Research Corp. | Add +1.6% | 0.43% | +0.08 |
| ICE Intercontinental Exchange Inc. | Add +2.4% | 0.60% | +0.06 |
| LMT Lockheed Martin Corp. | Add +4.7% | 0.35% | +0.05 |
| AMAT Applied Materials Inc. | Add +31.0% | 0.10% | +0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Add +23.1% | 0.19% | +0.04 |
| VWUAX Vanguard US Growth Fund-Adm | New | 0.03% | +0.03 |
| TT Trane Technologies PLC | Add +0.5% | 0.16% | +0.03 |
| VWENX Vanguard Wellington-Adm | Add +46.1% | 0.07% | +0.03 |
| FNCFX Franklin Income Fund-R6 | New | 0.03% | +0.03 |
| FSK FS KKR Capital Corp. | New | 0.02% | +0.02 |
| UDR Udr Inc. | New | 0.02% | +0.02 |
| PFE Pfizer Inc. | Add +2.4% | 0.21% | +0.02 |
| SLMCX Columbia SLGM Tech & Info-A | New | 0.02% | +0.02 |
| SPG Simon Property Group Inc. | Add +1.8% | 0.22% | +0.02 |
| EMR Emerson Electric Co. | Add +4.8% | 0.08% | +0.01 |
| BLK BlackRock Finance Inc. | Add +5.6% | 0.08% | +0.01 |
| IBM Intl Business Machines Corp. | Add +4.0% | 0.22% | +0.01 |
| FXAIX Fidelity 500 Index Fund | Add +0.3% | 0.03% | +0.00 |
| ABALX American Balanced Fund-A | Add +0.3% | 0.03% | +0.00 |
| WMFFX Amer FND Wash Mut Inv-F2 | Add +5.0% | 0.03% | +0.00 |
| COP Conocophillips | Add +5.6% | 0.08% | +0.00 |
| GIS General Mills Inc. | Add +9.2% | 0.03% | +0.00 |
| CI The Cigna Group | Add +2.7% | 0.11% | +0.00 |
| FRDAX Franklin Rising Dividend-Adv | Add +0.3% | 0.03% | +0.00 |
| VSIAX VNGD Mrgst SML-CP VL Idx-Adm | Add +0.0% | 0.02% | +0.00 |
| PSX Phillips 66 | Add +1.4% | 0.17% | −0.01 |
| MCD McDonald's Corp. | Add +0.5% | 2.06% | −0.02 |
Notes & Other Activity Q1 2024 → Q2 2024
| GOLDMAN SACHS GROUP INC (GS F PERP A) | COM | Reduce -6.7% | 208,060 | $4.8M |
| US BANCORP (USB F PERP B*) | COM | Reduce -18.6% | 150,383 | $3.2M |
| METLIFE INC (MET F PERP A) | Bond | Reduce -3.2% | 116,246 | $2.8M |
| BANK OF AMERICA CORP (BAC F PERP 02) | COM | Reduce -19.4% | 107,315 | $2.4M |
| MORGAN STANLEY (MS F PERP +A) | COM | Reduce -2.5% | 39,795 | $911K |
| GOLDMAN SACHS GROUP INC (GS F PERP D) | Preferred Stock | Reduce -6.9% | 27,100 | $622K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |