Tower Bridge Advisors
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Tower Bridge Advisors reported 184 stock positions worth $917.3 million. Its top holding was Microsoft (MSFT) at 8.3% of the portfolio, followed by Apple (AAPL, 5.0%) and Broadcom (AVGO, 4.2%). Compared with Q1 2025, it opened 10 new positions, sold out of 17, added to 38 and reduced 78. The biggest buy was Nvidia (NVDA, shares +26%) and the biggest sale Unitedhealth (UNH, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CONSHOHOCKEN, PA
- CIK
- 0001278249
- Portfolio Value
- $917.3M (Q2 2025)
- SEC Filing
- 0001278249-25-000005 ↗ filed Aug 11, 2025
Holdings Value
Holdings 184 stocks · $917.3M
| MSFT Microsoft Corp. | 8.29% | 152,792 | $76.0M | Reduce -2.4% |
| AAPL Apple Inc. | 4.98% | 222,754 | $45.7M | Reduce -2.6% |
| AVGO Broadcom Inc. | 4.21% | 139,950 | $38.6M | Reduce -2.0% |
| ORCL Oracle Corp. | 4.19% | 175,681 | $38.4M | Reduce -5.2% |
| JPM JPMorgan Chase & Co. | 4.01% | 126,821 | $36.8M | Reduce -3.2% |
| GOOG Alphabet Inc. Class C | 3.79% | 195,725 | $34.7M | Reduce -1.8% |
| V Visa Inc. Class A | 2.42% | 62,545 | $22.2M | Reduce 0.0% |
| MCD McDonald's Corp. | 2.14% | 67,058 | $19.6M | Reduce -1.1% |
| ACN Accenture PLC Class A | 2.01% | 61,690 | $18.4M | Reduce -2.9% |
| J Jacobs Solutions Inc. | 1.75% | 122,132 | $16.1M | Reduce -0.9% |
| RTX RTX Corp. | 1.70% | 106,635 | $15.6M | Reduce -0.8% |
| AON Aon PLC Class A | 1.58% | 40,610 | $14.5M | Reduce -5.4% |
| META Meta Platforms Inc. Class A | 1.57% | 19,514 | $14.4M | Add +1.6% |
| JNJ Johnson & Johnson | 1.54% | 92,374 | $14.1M | Reduce -4.3% |
| LRCX Lam Research Corp. | 1.47% | 138,551 | $13.5M | Reduce -2.0% |
| ETN Eaton Corp. PLC | 1.42% | 36,366 | $13.0M | Add +0.9% |
| PG The Procter & Gamble Co. | 1.41% | 80,976 | $12.9M | Reduce -2.5% |
| TMUS T-Mobile US Inc. | 1.39% | 53,375 | $12.7M | Add +1.5% |
| PEP Pepsico Inc. | 1.32% | 91,530 | $12.1M | Reduce -6.0% |
| SCHW Schwab (charles) Corp. | 1.23% | 124,028 | $11.3M | Add +6.8% |
| AMZN Amazon.com Inc. | 1.18% | 49,382 | $10.8M | Add +9.6% |
| IQV Iqvia Holdings Inc. | 1.18% | 68,473 | $10.8M | Reduce -5.0% |
| TMO Thermo Fisher Scientific Inc. | 1.17% | 26,524 | $10.8M | Add +5.4% |
| XOM Exxon Mobil Corp. | 1.17% | 99,336 | $10.7M | Reduce -2.3% |
| KO The Coca-Cola Co. | 1.17% | 151,085 | $10.7M | Reduce -3.6% |
| LOW Lowe's Cos Inc. | 1.13% | 46,768 | $10.4M | Reduce -4.0% |
| GOOGL Alphabet Inc. Class A | 1.13% | 58,645 | $10.3M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 1.05% | 9,707 | $9.6M | Reduce -0.6% |
| TOL Toll Brothers Inc. | 0.98% | 79,142 | $9.0M | Reduce -3.3% |
| DHR Danaher Corp. | 0.98% | 45,697 | $9.0M | Reduce -2.0% |
| NVS Novartis AG-Sponsored ADR | 0.98% | 74,344 | $9.0M | Reduce -4.6% |
| MCO Moody's Corp. | 0.94% | 17,162 | $8.6M | Reduce -4.6% |
| CVX Chevron Corp. | 0.90% | 57,875 | $8.3M | Reduce -2.5% |
| ICE Intercontinental Exchange Inc. | 0.87% | 43,430 | $8.0M | Add +9.9% |
| HD Home Depot Inc. | 0.84% | 20,973 | $7.7M | Reduce -4.1% |
| BDX Becton Dickinson and Co. | 0.84% | 44,583 | $7.7M | Reduce -9.8% |
| NVDA Nvidia Corp. | 0.81% | 47,235 | $7.5M | Add +25.6% |
| ABBV Abbvie Inc. | 0.81% | 40,118 | $7.4M | Add +0.3% |
| OKE Oneok Inc. | 0.81% | 90,676 | $7.4M | Add +6.9% |
| UNH Unitedhealth Group Inc. | 0.80% | 23,448 | $7.3M | Reduce -19.4% |
| CME Cme Group Inc. | 0.78% | 25,836 | $7.1M | Reduce -2.3% |
| WSO Watsco Inc. | 0.77% | 16,046 | $7.1M | Reduce -4.1% |
| HON Honeywell International Inc. | 0.77% | 30,297 | $7.1M | Add +1.8% |
| NEE Nextera Energy Inc. | 0.73% | 96,789 | $6.7M | Add +17.0% |
| PH Parker Hannifin Corp. | 0.73% | 9,571 | $6.7M | Add +3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.72% | 13,626 | $6.6M | No change |
| LEN Lennar Corp. Class A | 0.71% | 59,202 | $6.5M | Reduce -5.4% |
| ABT Abbott Laboratories | 0.69% | 46,568 | $6.3M | Add +2.7% |
| WMT Walmart Inc. | 0.68% | 63,925 | $6.3M | Reduce -5.8% |
| LHX L3HARRIS Technologies Inc. | 0.59% | 21,683 | $5.4M | Add +0.9% |
| AXP American Express Co. | 0.58% | 16,709 | $5.3M | Add +29.5% |
| LLY Eli Lilly & Co. | 0.58% | 6,821 | $5.3M | Reduce -1.8% |
| BRO Brown & Brown Inc. | 0.55% | 45,693 | $5.1M | Add +11.7% |
| UNP Union Pacific Corp. | 0.53% | 21,292 | $4.9M | Add +0.9% |
| ADI Analog Devices Inc. | 0.53% | 20,514 | $4.9M | Add +1.4% |
| WM Waste Management Inc. | 0.52% | 20,940 | $4.8M | No change |
| SPGI S&P Global Inc. | 0.50% | 8,654 | $4.6M | Add +0.3% |
| ADBE Adobe Inc. | 0.49% | 11,732 | $4.5M | Reduce -7.3% |
| TPL Texas Pacific Land Corp. | 0.49% | 4,267 | $4.5M | No change |
| MDLZ Mondelez International Inc. Class A | 0.48% | 64,802 | $4.4M | Reduce -2.9% |
| EPD Enterprise Products Partners | 0.46% | 137,435 | $4.3M | Reduce -1.1% |
| DE Deere & Co. | 0.45% | 8,151 | $4.1M | Reduce -0.6% |
| AMGN Amgen Inc. | 0.45% | 14,784 | $4.1M | Add +6.3% |
| APD Air Products & Chemicals Inc. | 0.44% | 14,239 | $4.0M | Reduce -1.0% |
| CSCO Cisco Systems Inc. | 0.44% | 57,853 | $4.0M | Reduce -0.4% |
| AMP Ameriprise Financial Inc. | 0.43% | 7,449 | $4.0M | Reduce -5.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.39% | 12,203 | $3.6M | Reduce -8.3% |
| MDT Medtronic PLC | 0.39% | 40,988 | $3.6M | Reduce -1.0% |
| TRV The Travelers Cos Inc. | 0.38% | 13,163 | $3.5M | Add +17.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.38% | 73,518 | $3.5M | No change |
| UPS United Parcel Service Class B | 0.36% | 32,861 | $3.3M | Reduce -16.2% |
| LMT Lockheed Martin Corp. | 0.35% | 6,869 | $3.2M | Add +5.2% |
| WFC Wells Fargo & Co. | 0.34% | 38,876 | $3.1M | Add +1.0% |
| MRK Merck & Co. Inc. | 0.34% | 39,293 | $3.1M | Reduce -10.4% |
| LDOS Leidos Holdings Inc. | 0.31% | 18,137 | $2.9M | Add +0.1% |
| CDW CDW Corp. | 0.31% | 15,997 | $2.9M | Reduce -2.5% |
| ENB Enbridge Inc. | 0.30% | 61,279 | $2.8M | Reduce -8.2% |
| PNC PNC Financial Services Group | 0.30% | 14,813 | $2.8M | Add +1.5% |
| CSX CSX Corp. | 0.28% | 78,331 | $2.6M | Reduce -4.4% |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.27% | 61,696 | $2.5M | Reduce -10.7% |
| QCOM Qualcomm Inc. | 0.27% | 15,552 | $2.5M | Reduce -0.2% |
| NSC Norfolk Southern Corp. | 0.23% | 8,341 | $2.1M | Add +0.4% |
| CL Colgate-Palmolive Co. | 0.23% | 23,387 | $2.1M | Reduce -7.9% |
| SPG Simon Property Group Inc. | 0.22% | 12,450 | $2.0M | No change |
| DUK Duke Energy Corp. | 0.20% | 15,703 | $1.9M | Add +25.3% |
| TT Trane Technologies PLC | 0.20% | 4,158 | $1.8M | Reduce -0.3% |
| ADP Automatic Data Processing | 0.19% | 5,604 | $1.7M | Reduce -6.3% |
| NFLX Netflix Inc. | 0.19% | 1,289 | $1.7M | No change |
| AFL Aflac Inc. | 0.19% | 16,255 | $1.7M | No change |
| BMY Bristol-Myers Squibb Co. | 0.17% | 34,372 | $1.6M | Reduce -5.5% |
| CAT Caterpillar Inc. | 0.17% | 4,000 | $1.6M | Reduce -6.8% |
| STZ Constellation Brands Inc. Class A | 0.16% | 9,163 | $1.5M | Reduce -0.8% |
| RJF Raymond James Financial Inc. | 0.16% | 9,704 | $1.5M | No change |
| FDX FedEx Corp. | 0.15% | 6,252 | $1.4M | Reduce -69.0% |
| PFE Pfizer Inc. | 0.15% | 56,913 | $1.4M | Reduce -11.1% |
| FANG Diamondback Energy Inc. | 0.14% | 9,610 | $1.3M | Add +7.7% |
| VMC Vulcan Materials Co. | 0.14% | 4,936 | $1.3M | No change |
| ALL Allstate Corp. | 0.14% | 6,253 | $1.3M | No change |
| PSX Phillips 66 | 0.13% | 10,249 | $1.2M | Reduce -2.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 8,753 | $1.1M | No change |
Other holdings (7): bonds, preferreds, convertibles and warrants · $13.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC (GS F PERP A) | COM | 184,531 | $3.9M | Reduce -4.0% |
| US BANCORP (USB F PERP B*) | COM | 140,679 | $2.8M | Reduce -0.7% |
| METLIFE INC (MET F PERP A) | Bond | 105,128 | $2.4M | Reduce -7.2% |
| BANK OF AMERICA CORP (BAC F PERP 02) | COM | 94,020 | $1.9M | Reduce -9.8% |
| MORGAN STANLEY (MS F PERP +A) | COM | 36,795 | $785K | Reduce -5.2% |
| BANK OF AMERICA CORP (BAC F PERP 01) | Preferred Stock | 30,100 | $623K | No change |
| GOLDMAN SACHS GROUP INC (GS F PERP D) | Preferred Stock | 23,850 | $495K | Reduce -11.2% |
Total filed on the 13F, all lines: $930.2M.
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -19.4% | 0.80% | −0.93 |
| AAPL Apple Inc. | Reduce -2.6% | 4.98% | −0.79 |
| BDX Becton Dickinson and Co. | Reduce -9.8% | 0.84% | −0.45 |
| FDX FedEx Corp. | Reduce -69.0% | 0.15% | −0.40 |
| AON Aon PLC Class A | Reduce -5.4% | 1.58% | −0.37 |
| PEP Pepsico Inc. | Reduce -6.0% | 1.32% | −0.34 |
| JNJ Johnson & Johnson | Reduce -4.3% | 1.54% | −0.28 |
| MCD McDonald's Corp. | Reduce -1.1% | 2.14% | −0.27 |
| IQV Iqvia Holdings Inc. | Reduce -5.0% | 1.18% | −0.27 |
| ACN Accenture PLC Class A | Reduce -2.9% | 2.01% | −0.24 |
| CVX Chevron Corp. | Reduce -2.5% | 0.90% | −0.22 |
| XOM Exxon Mobil Corp. | Reduce -2.3% | 1.17% | −0.21 |
| PG The Procter & Gamble Co. | Reduce -2.5% | 1.41% | −0.20 |
| WSO Watsco Inc. | Reduce -4.1% | 0.77% | −0.19 |
| LOW Lowe's Cos Inc. | Reduce -4.0% | 1.13% | −0.16 |
| UPS United Parcel Service Class B | Reduce -16.2% | 0.36% | −0.13 |
| KO The Coca-Cola Co. | Reduce -3.6% | 1.17% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -10.4% | 0.34% | −0.11 |
| LEN Lennar Corp. Class A | Reduce -5.4% | 0.71% | −0.10 |
| DHR Danaher Corp. | Reduce -2.0% | 0.98% | −0.10 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.5% | 0.17% | −0.08 |
| EPD Enterprise Products Partners | Reduce -1.1% | 0.46% | −0.07 |
| HD Home Depot Inc. | Reduce -4.1% | 0.84% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -1.8% | 0.58% | −0.07 |
| V Visa Inc. Class A | Reduce 0.0% | 2.42% | −0.07 |
| ADBE Adobe Inc. | Reduce -7.3% | 0.49% | −0.06 |
| VWNAX Vanguard Windsor II-Adm | Sold out | 0.00% | −0.05 |
| RHHBY Roche Holdings Ltd.-Spons ADR | Reduce -10.7% | 0.27% | −0.05 |
| APD Air Products & Chemicals Inc. | Reduce -1.0% | 0.44% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -7.9% | 0.23% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.9% | 0.48% | −0.04 |
| PFE Pfizer Inc. | Reduce -11.1% | 0.15% | −0.03 |
| ENB Enbridge Inc. | Reduce -8.2% | 0.30% | −0.03 |
| MDT Medtronic PLC | Reduce -1.0% | 0.39% | −0.03 |
| BCGIX Brndywnglbl Corp. CRDT-I | Sold out | 0.00% | −0.03 |
| STZ Constellation Brands Inc. Class A | Reduce -0.8% | 0.16% | −0.03 |
| COP Conocophillips | Reduce -17.5% | 0.06% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -22.3% | 0.06% | −0.03 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.03 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.03 |
| PGDIX Principal Mult-Sect Incm-Ins | Sold out | 0.00% | −0.03 |
| FRIAX Franklin Income Fund-Adv | Sold out | 0.00% | −0.03 |
| UDR Udr Inc. | Sold out | 0.00% | −0.02 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.02 |
| LBNYX Lord Abbett BND Debentur-I | Sold out | 0.00% | −0.02 |
| VPMAX Vanguard Primecap Fund-Adm | Sold out | 0.00% | −0.02 |
| ORNYX Invesco RCH Muni Opp-Y | Sold out | 0.00% | −0.02 |
| CI The Cigna Group | Reduce -15.5% | 0.10% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -11.3% | 0.10% | −0.02 |
| NPSRX Nuveen Preferred Securit-I | Sold out | 0.00% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +25.6% | 0.81% | +0.35 |
| META Meta Platforms Inc. Class A | Add +1.6% | 1.57% | +0.31 |
| ETN Eaton Corp. PLC | Add +0.9% | 1.42% | +0.30 |
| AMZN Amazon.com Inc. | Add +9.6% | 1.18% | +0.21 |
| SCHW Schwab (charles) Corp. | Add +6.8% | 1.23% | +0.20 |
| AXP American Express Co. | Add +29.5% | 0.58% | +0.19 |
| ICE Intercontinental Exchange Inc. | Add +9.9% | 0.87% | +0.09 |
| NI Nisource Inc. | New | 0.09% | +0.09 |
| PH Parker Hannifin Corp. | Add +3.0% | 0.73% | +0.09 |
| LHX L3HARRIS Technologies Inc. | Add +0.9% | 0.59% | +0.08 |
| APH Amphenol Corp. Class A | Add +145.6% | 0.11% | +0.08 |
| ADI Analog Devices Inc. | Add +1.4% | 0.53% | +0.07 |
| NEE Nextera Energy Inc. | Add +17.0% | 0.73% | +0.07 |
| HON Honeywell International Inc. | Add +1.8% | 0.77% | +0.05 |
| FNF Fidelity National Financial | New | 0.05% | +0.05 |
| TRV The Travelers Cos Inc. | Add +17.4% | 0.38% | +0.05 |
| SO The Southern Co. | Add +70.3% | 0.12% | +0.05 |
| AMAT Applied Materials Inc. | Add +46.3% | 0.09% | +0.04 |
| LDOS Leidos Holdings Inc. | Add +0.1% | 0.31% | +0.03 |
| AEM Agnico Eagle Mines Ltd. | New | 0.03% | +0.03 |
| AGI Alamos Gold Inc. Class A | New | 0.03% | +0.03 |
| DUK Duke Energy Corp. | Add +25.3% | 0.20% | +0.03 |
| PHYS Sprott Physical Gold Trust | New | 0.03% | +0.03 |
| SDZNY Sandoz Group AG-ADR | New | 0.03% | +0.03 |
| WFC Wells Fargo & Co. | Add +1.0% | 0.34% | +0.03 |
| FXAIX Fidelity 500 Index Fund | New | 0.02% | +0.02 |
| RF Regions Financial Corp. | New | 0.02% | +0.02 |
| VFWAX Vanguard Ftse Aw Ex-US-Adm | New | 0.02% | +0.02 |
| CWGIX Af Cap WLRD GR & Inc. Class A | New | 0.02% | +0.02 |
| LMT Lockheed Martin Corp. | Add +5.2% | 0.35% | +0.02 |
| PNC PNC Financial Services Group | Add +1.5% | 0.30% | +0.01 |
| NSC Norfolk Southern Corp. | Add +0.4% | 0.23% | +0.01 |
| ABT Abbott Laboratories | Add +2.7% | 0.69% | +0.01 |
| WMFFX Amer FND Wash Mut Inv-F2 | Add +4.8% | 0.03% | +0.00 |
| ABALX American Balanced Fund-A | Add +0.8% | 0.03% | +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% | 0.03% | +0.00 |
| VFIDX Vanguard I/T Invest GRD-Adm | Add +1.3% | 0.02% | −0.00 |
| SPGI S&P Global Inc. | Add +0.3% | 0.50% | −0.00 |
| VTABX Vanguard TTL Intl BND-Adm | Add +0.6% | 0.02% | −0.00 |
| FANG Diamondback Energy Inc. | Add +7.7% | 0.14% | −0.02 |
| BRO Brown & Brown Inc. | Add +11.7% | 0.55% | −0.03 |
| UNP Union Pacific Corp. | Add +0.9% | 0.53% | −0.03 |
| AMGN Amgen Inc. | Add +6.3% | 0.45% | −0.04 |
| ABBV Abbvie Inc. | Add +0.3% | 0.81% | −0.14 |
| OKE Oneok Inc. | Add +6.9% | 0.81% | −0.15 |
| TMUS T-Mobile US Inc. | Add +1.5% | 1.39% | −0.21 |
| TMO Thermo Fisher Scientific Inc. | Add +5.4% | 1.17% | −0.25 |
Notes & Other Activity Q1 2025 → Q2 2025
| GOLDMAN SACHS GROUP INC (GS F PERP A) | COM | Reduce -4.0% | 184,531 | $3.9M |
| US BANCORP (USB F PERP B*) | COM | Reduce -0.7% | 140,679 | $2.8M |
| METLIFE INC (MET F PERP A) | Bond | Reduce -7.2% | 105,128 | $2.4M |
| BANK OF AMERICA CORP (BAC F PERP 02) | COM | Reduce -9.8% | 94,020 | $1.9M |
| MORGAN STANLEY (MS F PERP +A) | COM | Reduce -5.2% | 36,795 | $785K |
| GOLDMAN SACHS GROUP INC (GS F PERP D) | Preferred Stock | Reduce -11.2% | 23,850 | $495K |
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 |