Tower Bridge Advisors
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 6, 2024), Tower Bridge Advisors reported 188 stock positions worth $948.3 million. Its top holding was Microsoft (MSFT) at 7.5% of the portfolio, followed by Apple (AAPL, 5.8%) and Alphabet Class C (GOOG, 3.6%). Compared with Q2 2024, it opened 11 new positions, sold out of 2, added to 54 and reduced 89. The biggest buy was Oracle (ORCL, shares +2%) and the biggest sale Alphabet Class C (GOOG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CONSHOHOCKEN, PA
- CIK
- 0001278249
- Portfolio Value
- $948.3M (Q3 2024)
- SEC Filing
- 0001278249-24-000006 ↗ filed Nov 6, 2024
Holdings Value
Holdings 188 stocks · $948.3M
| MSFT Microsoft Corp. | 7.46% | 164,388 | $70.7M | Add +0.3% |
| AAPL Apple Inc. | 5.83% | 237,376 | $55.3M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 3.61% | 204,977 | $34.3M | Reduce -1.0% |
| ORCL Oracle Corp. | 3.44% | 191,276 | $32.6M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 2.94% | 132,114 | $27.9M | Add +1.2% |
| AVGO Broadcom Inc. | 2.63% | 144,682 | $25.0M | Reduce -90.0% |
| ACN Accenture PLC Class A | 2.41% | 64,620 | $22.8M | Reduce -2.6% |
| MCD McDonald's Corp. | 2.28% | 70,895 | $21.6M | Reduce -0.7% |
| V Visa Inc. Class A | 1.96% | 67,598 | $18.6M | Reduce -2.3% |
| IQV Iqvia Holdings Inc. | 1.89% | 75,509 | $17.9M | Reduce -1.6% |
| UNH Unitedhealth Group Inc. | 1.79% | 29,023 | $17.0M | Reduce -0.6% |
| J Jacobs Solutions Inc. | 1.73% | 125,637 | $16.4M | Reduce -2.2% |
| JNJ Johnson & Johnson | 1.71% | 100,000 | $16.2M | Reduce -2.6% |
| PEP Pepsico Inc. | 1.71% | 95,083 | $16.2M | Reduce -1.1% |
| TMO Thermo Fisher Scientific Inc. | 1.65% | 25,343 | $15.7M | Add +0.7% |
| AON Aon PLC Class A | 1.63% | 44,635 | $15.4M | Reduce -1.9% |
| BDX Becton Dickinson and Co. | 1.47% | 58,014 | $14.0M | Reduce -2.1% |
| PG The Procter & Gamble Co. | 1.46% | 80,036 | $13.9M | Reduce -0.9% |
| DHR Danaher Corp. | 1.44% | 48,994 | $13.6M | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 1.43% | 49,995 | $13.5M | Reduce -2.7% |
| TOL Toll Brothers Inc. | 1.36% | 83,527 | $12.9M | Reduce -3.0% |
| LEN Lennar Corp. Class A | 1.36% | 68,724 | $12.9M | Add +0.5% |
| RTX RTX Corp. | 1.34% | 104,542 | $12.7M | Add +0.8% |
| XOM Exxon Mobil Corp. | 1.25% | 101,441 | $11.9M | Reduce -0.8% |
| KO The Coca-Cola Co. | 1.23% | 161,957 | $11.6M | Reduce -1.5% |
| ETN Eaton Corp. PLC | 1.17% | 33,429 | $11.1M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 1.13% | 64,804 | $10.7M | Reduce -2.4% |
| TMUS T-Mobile US Inc. | 1.10% | 50,686 | $10.5M | Add +0.2% |
| META Meta Platforms Inc. Class A | 1.08% | 17,839 | $10.2M | Add +2.1% |
| ADBE Adobe Inc. | 0.99% | 18,088 | $9.4M | Reduce -0.4% |
| NVS Novartis AG-Sponsored ADR | 0.99% | 81,336 | $9.4M | Reduce -2.4% |
| HD Home Depot Inc. | 0.96% | 22,510 | $9.1M | Reduce -1.6% |
| MCO Moody's Corp. | 0.95% | 19,041 | $9.0M | Reduce -0.9% |
| CVX Chevron Corp. | 0.93% | 60,154 | $8.9M | Reduce -2.0% |
| COST Costco Wholesale Corp. | 0.91% | 9,760 | $8.7M | Reduce -8.1% |
| WSO Watsco Inc. | 0.90% | 17,312 | $8.5M | Reduce -0.5% |
| SCHW Schwab (charles) Corp. | 0.87% | 127,859 | $8.3M | Reduce -2.6% |
| LLY Eli Lilly & Co. | 0.85% | 9,149 | $8.1M | Add +51.5% |
| ABBV Abbvie Inc. | 0.83% | 40,003 | $7.9M | Add +5.0% |
| AMZN Amazon.com Inc. | 0.81% | 41,417 | $7.7M | Add +3.9% |
| OKE Oneok Inc. | 0.78% | 81,528 | $7.4M | Add +5.0% |
| WMT Walmart Inc. | 0.77% | 90,116 | $7.3M | Add +2.6% |
| DEO Diageo PLC-Sponsored ADR | 0.70% | 47,528 | $6.7M | Reduce -8.7% |
| HON Honeywell International Inc. | 0.70% | 32,192 | $6.7M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 13,956 | $6.4M | No change |
| ICE Intercontinental Exchange Inc. | 0.65% | 38,653 | $6.2M | Reduce -0.9% |
| NEE Nextera Energy Inc. | 0.63% | 70,789 | $6.0M | Add +3.8% |
| FDX FedEx Corp. | 0.63% | 21,715 | $5.9M | Reduce -4.3% |
| CME Cme Group Inc. | 0.62% | 26,751 | $5.9M | Reduce -0.5% |
| PH Parker Hannifin Corp. | 0.62% | 9,303 | $5.9M | Add +3.9% |
| MRK Merck & Co. Inc. | 0.58% | 48,500 | $5.5M | Add +3.0% |
| UPS United Parcel Service Class B | 0.57% | 39,601 | $5.4M | Add +1.9% |
| UNP Union Pacific Corp. | 0.55% | 21,189 | $5.2M | Add +5.3% |
| ABT Abbott Laboratories | 0.54% | 45,017 | $5.1M | Add +3.7% |
| LHX L3HARRIS Technologies Inc. | 0.53% | 21,311 | $5.1M | Reduce -0.5% |
| MDLZ Mondelez International Inc. Class A | 0.53% | 68,408 | $5.0M | Reduce -3.3% |
| ADI Analog Devices Inc. | 0.50% | 20,534 | $4.7M | Reduce -3.6% |
| SPGI S&P Global Inc. | 0.49% | 8,906 | $4.6M | Reduce -0.8% |
| BRO Brown & Brown Inc. | 0.47% | 43,001 | $4.5M | Reduce -3.5% |
| APD Air Products & Chemicals Inc. | 0.47% | 14,879 | $4.4M | Add +11.4% |
| WM Waste Management Inc. | 0.46% | 21,022 | $4.4M | Add +16.6% |
| AMGN Amgen Inc. | 0.45% | 13,199 | $4.3M | Add +1.6% |
| CDW CDW Corp. | 0.44% | 18,342 | $4.2M | Add +0.5% |
| AMTM Amentum Holdings Inc. | 0.43% | 125,662 | $4.1M | Reduce -2.2% |
| TPL Texas Pacific Land Corp. | 0.43% | 4,569 | $4.0M | Reduce -4.8% |
| EPD Enterprise Products Partners | 0.43% | 138,645 | $4.0M | Reduce -1.0% |
| MDT Medtronic PLC | 0.42% | 43,896 | $4.0M | Reduce -11.1% |
| LMT Lockheed Martin Corp. | 0.41% | 6,582 | $3.8M | Reduce -1.7% |
| NVDA Nvidia Corp. | 0.39% | 30,700 | $3.7M | Add +2.7% |
| AXP American Express Co. | 0.39% | 13,627 | $3.7M | No change |
| AMP Ameriprise Financial Inc. | 0.39% | 7,849 | $3.7M | Reduce -0.6% |
| DE Deere & Co. | 0.36% | 8,253 | $3.4M | Add +21.3% |
| CSCO Cisco Systems Inc. | 0.33% | 58,167 | $3.1M | Reduce -55.1% |
| LDOS Leidos Holdings Inc. | 0.32% | 18,537 | $3.0M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 13,484 | $3.0M | Add +22.5% |
| LRCX Lam Research Corp. | 0.31% | 3,598 | $2.9M | Add +0.7% |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.31% | 72,955 | $2.9M | Reduce -0.3% |
| QCOM Qualcomm Inc. | 0.31% | 17,086 | $2.9M | Reduce -1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 72,344 | $2.9M | Reduce -4.5% |
| CSX CSX Corp. | 0.30% | 81,685 | $2.8M | Add +12.4% |
| ENB Enbridge Inc. | 0.30% | 68,979 | $2.8M | Add +1.2% |
| CL Colgate-Palmolive Co. | 0.29% | 26,137 | $2.7M | Add +1.2% |
| STZ Constellation Brands Inc. Class A | 0.27% | 10,042 | $2.6M | Reduce -1.2% |
| TRV The Travelers Cos Inc. | 0.27% | 10,953 | $2.6M | Reduce -1.8% |
| PNC PNC Financial Services Group | 0.25% | 12,586 | $2.3M | Add +26.5% |
| SPG Simon Property Group Inc. | 0.23% | 12,825 | $2.2M | Reduce -1.5% |
| CVS CVS Health Corp. | 0.23% | 34,107 | $2.1M | Reduce -16.7% |
| CMCSA Comcast Corp. Class A | 0.22% | 50,397 | $2.1M | Reduce -14.8% |
| MKC McCormick & Co.-Non VTG SHRS | 0.22% | 25,194 | $2.1M | Add +8.9% |
| WFC Wells Fargo & Co. | 0.22% | 36,646 | $2.1M | Reduce -7.7% |
| NSC Norfolk Southern Corp. | 0.22% | 8,256 | $2.1M | Add +12.2% |
| ADP Automatic Data Processing | 0.20% | 6,708 | $1.9M | Reduce -6.0% |
| PFE Pfizer Inc. | 0.19% | 63,701 | $1.8M | Reduce -2.9% |
| AFL Aflac Inc. | 0.19% | 16,256 | $1.8M | Reduce -0.6% |
| AKAM Akamai Technologies Inc. | 0.18% | 16,792 | $1.7M | Reduce -12.8% |
| BMY Bristol-Myers Squibb Co. | 0.18% | 32,288 | $1.7M | Reduce -1.8% |
| TT Trane Technologies PLC | 0.17% | 4,169 | $1.6M | Reduce -4.6% |
| CAT Caterpillar Inc. | 0.17% | 4,055 | $1.6M | Reduce -8.0% |
| RJF Raymond James Financial Inc. | 0.15% | 11,454 | $1.4M | Reduce -9.5% |
| PSX Phillips 66 | 0.15% | 10,612 | $1.4M | Reduce -1.4% |
Other holdings (7): bonds, preferreds, convertibles and warrants · $15.3M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC (GS F PERP A) | COM | 204,259 | $4.7M | Reduce -1.8% |
| US BANCORP (USB F PERP B*) | COM | 148,883 | $3.2M | Reduce -1.0% |
| METLIFE INC (MET F PERP A) | Bond | 115,896 | $2.8M | Reduce -0.3% |
| BANK OF AMERICA CORP (BAC F PERP 02) | COM | 107,314 | $2.4M | Reduce 0.0% |
| MORGAN STANLEY (MS F PERP +A) | COM | 38,795 | $886K | Reduce -2.5% |
| BANK OF AMERICA CORP (BAC F PERP 01) | Preferred Stock | 27,700 | $631K | Add +8.8% |
| GOLDMAN SACHS GROUP INC (GS F PERP D) | Preferred Stock | 27,100 | $614K | No change |
Total filed on the 13F, all lines: $963.7M.
Portfolio Sells Q2 2024 → Q3 2024
| GOOG Alphabet Inc. Class C | Reduce -1.0% | 3.61% | −0.68 |
| CSCO Cisco Systems Inc. | Reduce -55.1% | 0.33% | −0.37 |
| J Jacobs Solutions Inc. | Reduce -2.2% | 1.73% | −0.30 |
| GOOGL Alphabet Inc. Class A | Reduce -2.4% | 1.13% | −0.23 |
| SCHW Schwab (charles) Corp. | Reduce -2.6% | 0.87% | −0.22 |
| ADBE Adobe Inc. | Reduce -0.4% | 0.99% | −0.15 |
| CVX Chevron Corp. | Reduce -2.0% | 0.93% | −0.15 |
| FDX FedEx Corp. | Reduce -4.3% | 0.63% | −0.14 |
| COST Costco Wholesale Corp. | Reduce -8.1% | 0.91% | −0.11 |
| INTC Intel Corp. | Sold out | 0.00% | −0.10 |
| V Visa Inc. Class A | Reduce -2.3% | 1.96% | −0.09 |
| BDX Becton Dickinson and Co. | Reduce -2.1% | 1.47% | −0.09 |
| PEP Pepsico Inc. | Reduce -1.1% | 1.71% | −0.09 |
| QCOM Qualcomm Inc. | Reduce -1.6% | 0.31% | −0.08 |
| HON Honeywell International Inc. | Reduce -0.6% | 0.70% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 1.25% | −0.08 |
| ADI Analog Devices Inc. | Reduce -3.6% | 0.50% | −0.05 |
| ROP Roper Technologies Inc. | Reduce -36.9% | 0.07% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -7.7% | 0.22% | −0.05 |
| CVS CVS Health Corp. | Reduce -16.7% | 0.23% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -0.9% | 1.46% | −0.04 |
| NKE Nike Inc. Class B | Reduce -67.1% | 0.02% | −0.04 |
| AMTM Amentum Holdings Inc. | Reduce -2.2% | 0.43% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -14.8% | 0.22% | −0.04 |
| DEO Diageo PLC-Sponsored ADR | Reduce -8.7% | 0.70% | −0.04 |
| BAC Bank of America Corp. | Reduce -4.5% | 0.30% | −0.04 |
| AMAT Applied Materials Inc. | Reduce -18.2% | 0.06% | −0.03 |
| EPD Enterprise Products Partners | Reduce -1.0% | 0.43% | −0.03 |
| LYB Lyondellbasell Indu Class A | Reduce -44.1% | 0.03% | −0.03 |
| RJF Raymond James Financial Inc. | Reduce -9.5% | 0.15% | −0.03 |
| NXPI NXP Semiconductors NV | Reduce -5.4% | 0.11% | −0.03 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.02 |
| PSX Phillips 66 | Reduce -1.4% | 0.15% | −0.02 |
| MDT Medtronic PLC | Reduce -11.1% | 0.42% | −0.02 |
| STZ Constellation Brands Inc. Class A | Reduce -1.2% | 0.27% | −0.02 |
| LIN Linde PLC | Reduce -17.6% | 0.11% | −0.02 |
| AKAM Akamai Technologies Inc. | Reduce -12.8% | 0.18% | −0.02 |
| NVS Novartis AG-Sponsored ADR | Reduce -2.4% | 0.99% | −0.02 |
| CFR Cullen/Frost Bankers Inc. | Reduce -43.5% | 0.02% | −0.02 |
| ITW Illinois Tool Works | Reduce -21.9% | 0.06% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -13.3% | 0.11% | −0.01 |
| WSO Watsco Inc. | Reduce -0.5% | 0.90% | −0.01 |
| AMD Advanced Micro Devices | Reduce -11.8% | 0.06% | −0.01 |
| PFE Pfizer Inc. | Reduce -2.9% | 0.19% | −0.01 |
| NFLX Netflix Inc. | Reduce -9.3% | 0.10% | −0.01 |
| TD Toronto-Dominion Bank | Reduce -30.9% | 0.03% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -8.5% | 0.08% | −0.01 |
| VWENX Vanguard Wellington-Adm | Reduce -12.8% | 0.06% | −0.01 |
| TFC Truist Financial Corp. | Reduce -15.0% | 0.07% | −0.01 |
| LHX L3HARRIS Technologies Inc. | Reduce -0.5% | 0.53% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| ORCL Oracle Corp. | Add +1.9% | 3.44% | +0.44 |
| LLY Eli Lilly & Co. | Add +51.5% | 0.85% | +0.24 |
| AAPL Apple Inc. | Add +0.6% | 5.83% | +0.21 |
| LEN Lennar Corp. Class A | Add +0.5% | 1.36% | +0.20 |
| RTX RTX Corp. | Add +0.8% | 1.34% | +0.16 |
| PH Parker Hannifin Corp. | Add +3.9% | 0.62% | +0.11 |
| IBM Intl Business Machines Corp. | Add +22.5% | 0.31% | +0.10 |
| TMUS T-Mobile US Inc. | Add +0.2% | 1.10% | +0.10 |
| WMT Walmart Inc. | Add +2.6% | 0.77% | +0.10 |
| ABBV Abbvie Inc. | Add +5.0% | 0.83% | +0.09 |
| NEE Nextera Energy Inc. | Add +3.8% | 0.63% | +0.08 |
| META Meta Platforms Inc. Class A | Add +2.1% | 1.08% | +0.08 |
| TMO Thermo Fisher Scientific Inc. | Add +0.7% | 1.65% | +0.08 |
| APD Air Products & Chemicals Inc. | Add +11.4% | 0.47% | +0.08 |
| DE Deere & Co. | Add +21.3% | 0.36% | +0.08 |
| PNC PNC Financial Services Group | Add +26.5% | 0.25% | +0.07 |
| OKE Oneok Inc. | Add +5.0% | 0.78% | +0.07 |
| GS Goldman Sachs Group Inc. | New | 0.06% | +0.06 |
| VMC Vulcan Materials Co. | Add +64.5% | 0.13% | +0.05 |
| MMM 3M Co. | New | 0.04% | +0.04 |
| NSC Norfolk Southern Corp. | Add +12.2% | 0.22% | +0.04 |
| UNP Union Pacific Corp. | Add +5.3% | 0.55% | +0.04 |
| UBER Uber Technologies Inc. | New | 0.04% | +0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Add +8.9% | 0.22% | +0.03 |
| ABT Abbott Laboratories | Add +3.7% | 0.54% | +0.03 |
| MPC Marathon Petroleum Corp. | Add +54.8% | 0.12% | +0.03 |
| AHIFX Amer FNDS Hi-Inc. TRST-F2 | New | 0.03% | +0.03 |
| BFRIX BlackRock II-Float Rat-Inst | New | 0.03% | +0.03 |
| WM Waste Management Inc. | Add +16.6% | 0.46% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.02% | +0.02 |
| PPG PPG Industries Inc. | Add +63.0% | 0.06% | +0.02 |
| CSX CSX Corp. | Add +12.4% | 0.30% | +0.02 |
| SBUX Starbucks Corp. | Add +43.7% | 0.06% | +0.02 |
| EQIX Equinix Inc. | New | 0.02% | +0.02 |
| FDS Factset Research Systems Inc. | New | 0.02% | +0.02 |
| RF Regions Financial Corp. | New | 0.02% | +0.02 |
| ENB Enbridge Inc. | Add +1.2% | 0.30% | +0.02 |
| GE General Electric | Add +29.6% | 0.05% | +0.02 |
| DUK Duke Energy Corp. | Add +9.4% | 0.11% | +0.02 |
| AAL American Airlines Group Inc. | New | 0.01% | +0.01 |
| PRU Prudential Financial Inc. | Add +14.0% | 0.11% | +0.01 |
| COP Conocophillips | Add +24.7% | 0.08% | +0.01 |
| FCISX Franklin Income Fund-C | New | 0.00% | +0.00 |
| CB Chubb Ltd. | Add +1.1% | 0.05% | +0.00 |
| CL Colgate-Palmolive Co. | Add +1.2% | 0.29% | +0.00 |
| MRSH Marsh & McLennan Cos | Add +4.2% | 0.05% | +0.00 |
| VSIAX VNGD Mrgst SML-CP VL Idx-Adm | Add +0.0% | 0.03% | +0.00 |
| FRDAX Franklin Rising Dividend-Adv | Add +0.3% | 0.03% | +0.00 |
| WMFFX Amer FND Wash Mut Inv-F2 | Add +0.4% | 0.03% | −0.00 |
| FXAIX Fidelity 500 Index Fund | Add +0.3% | 0.03% | −0.00 |
Notes & Other Activity Q2 2024 → Q3 2024
| GOLDMAN SACHS GROUP INC (GS F PERP A) | COM | Reduce -1.8% | 204,259 | $4.7M |
| US BANCORP (USB F PERP B*) | COM | Reduce -1.0% | 148,883 | $3.2M |
| METLIFE INC (MET F PERP A) | Bond | Reduce -0.3% | 115,896 | $2.8M |
| BANK OF AMERICA CORP (BAC F PERP 02) | COM | Reduce 0.0% | 107,314 | $2.4M |
| MORGAN STANLEY (MS F PERP +A) | COM | Reduce -2.5% | 38,795 | $886K |
| BANK OF AMERICA CORP (BAC F PERP 01) | Preferred Stock | Add +8.8% | 27,700 | $631K |
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 |