Tower Bridge Advisors
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Tower Bridge Advisors reported 182 stock positions worth $979.0 million. Its top holding was Microsoft (MSFT) at 7.0% of the portfolio, followed by Alphabet Class C (GOOG, 6.0%) and Apple (AAPL, 5.8%). Compared with Q3 2025, it opened 2 new positions, sold out of 8, added to 38 and reduced 88. The biggest buy was Duke Energy (DUK, shares +233%) and the biggest sale Oracle (ORCL, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CONSHOHOCKEN, PA
- CIK
- 0001278249
- Portfolio Value
- $979.0M (Q4 2025)
- SEC Filing
- 0001278249-26-000002 ↗ filed Feb 13, 2026
Holdings Value
Holdings 182 stocks · $979.0M
| MSFT Microsoft Corp. | 7.00% | 141,786 | $68.6M | Reduce -5.7% |
| GOOG Alphabet Inc. Class C | 6.00% | 187,135 | $58.7M | Reduce -3.7% |
| AAPL Apple Inc. | 5.85% | 210,589 | $57.3M | Reduce -3.8% |
| AVGO Broadcom Inc. | 4.73% | 133,863 | $46.3M | Reduce -4.0% |
| JPM JPMorgan Chase & Co. | 4.08% | 124,046 | $40.0M | Reduce -1.9% |
| ORCL Oracle Corp. | 2.95% | 148,142 | $28.9M | Reduce -8.6% |
| LRCX Lam Research Corp. | 2.34% | 133,721 | $22.9M | Reduce -2.4% |
| V Visa Inc. Class A | 2.13% | 59,492 | $20.9M | Reduce -1.8% |
| MCD McDonald's Corp. | 2.04% | 65,242 | $19.9M | Reduce -2.8% |
| RTX RTX Corp. | 1.92% | 102,565 | $18.8M | Reduce -3.0% |
| JNJ Johnson & Johnson | 1.86% | 87,805 | $18.2M | Reduce -4.6% |
| GOOGL Alphabet Inc. Class A | 1.76% | 54,993 | $17.2M | Reduce -1.3% |
| J Jacobs Solutions Inc. | 1.60% | 118,128 | $15.6M | Reduce -3.5% |
| ACN Accenture PLC Class A | 1.58% | 57,639 | $15.5M | Reduce -5.2% |
| TMO Thermo Fisher Scientific Inc. | 1.55% | 26,125 | $15.1M | Reduce -1.1% |
| IQV Iqvia Holdings Inc. | 1.52% | 65,966 | $14.9M | Reduce -3.4% |
| ICE Intercontinental Exchange Inc. | 1.48% | 89,614 | $14.5M | Add +15.5% |
| META Meta Platforms Inc. Class A | 1.33% | 19,694 | $13.0M | Add +0.1% |
| PEP Pepsico Inc. | 1.25% | 84,988 | $12.2M | Reduce -3.6% |
| SCHW Schwab (charles) Corp. | 1.22% | 119,285 | $11.9M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 1.22% | 98,848 | $11.9M | Reduce -0.8% |
| ETN Eaton Corp. PLC | 1.21% | 37,231 | $11.9M | Add +2.9% |
| AON Aon PLC Class A | 1.20% | 33,362 | $11.8M | Reduce -5.4% |
| AMZN Amazon.com Inc. | 1.20% | 50,766 | $11.7M | Add +2.2% |
| PG The Procter & Gamble Co. | 1.15% | 78,601 | $11.3M | Reduce -2.6% |
| LOW Lowe's Cos Inc. | 1.12% | 45,346 | $10.9M | Reduce -2.9% |
| TOL Toll Brothers Inc. | 1.05% | 75,897 | $10.3M | Reduce -4.3% |
| TMUS T-Mobile US Inc. | 1.05% | 50,435 | $10.2M | Reduce -2.8% |
| NVS Novartis AG-Sponsored ADR | 1.00% | 70,901 | $9.8M | Reduce -3.3% |
| KO The Coca-Cola Co. | 1.00% | 139,748 | $9.8M | Reduce -7.9% |
| DUK Duke Energy Corp. | 0.93% | 78,049 | $9.1M | Add +232.8% |
| ABBV Abbvie Inc. | 0.93% | 40,023 | $9.1M | Reduce -0.2% |
| DHR Danaher Corp. | 0.92% | 39,552 | $9.1M | Reduce -11.8% |
| NVDA Nvidia Corp. | 0.91% | 47,985 | $8.9M | Add +0.7% |
| COST Costco Wholesale Corp. | 0.90% | 10,164 | $8.8M | Reduce -4.6% |
| PH Parker Hannifin Corp. | 0.87% | 9,731 | $8.6M | Add +1.8% |
| CVX Chevron Corp. | 0.85% | 54,386 | $8.3M | Reduce -4.7% |
| MCO Moody's Corp. | 0.84% | 16,191 | $8.3M | Reduce -3.0% |
| NEE Nextera Energy Inc. | 0.82% | 100,144 | $8.0M | Add +5.1% |
| BDX Becton Dickinson and Co. | 0.75% | 37,626 | $7.3M | Reduce -12.1% |
| LLY Eli Lilly & Co. | 0.73% | 6,691 | $7.2M | Reduce -0.8% |
| HD Home Depot Inc. | 0.71% | 20,210 | $7.0M | Reduce -2.5% |
| CME Cme Group Inc. | 0.70% | 24,981 | $6.8M | Reduce -2.5% |
| WMT Walmart Inc. | 0.67% | 58,751 | $6.5M | Reduce -8.0% |
| LHX L3HARRIS Technologies Inc. | 0.65% | 21,683 | $6.4M | No change |
| HON Honeywell International Inc. | 0.64% | 32,092 | $6.3M | Add +5.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 12,426 | $6.2M | No change |
| AXP American Express Co. | 0.63% | 16,784 | $6.2M | Add +4.5% |
| OKE Oneok Inc. | 0.63% | 84,211 | $6.2M | Reduce -5.8% |
| ADI Analog Devices Inc. | 0.60% | 21,659 | $5.9M | Add +5.0% |
| ABT Abbott Laboratories | 0.60% | 46,865 | $5.9M | Add +0.7% |
| LEN Lennar Corp. Class A | 0.59% | 56,122 | $5.8M | Reduce -3.9% |
| BRO Brown & Brown Inc. | 0.55% | 67,970 | $5.4M | Reduce -35.4% |
| WSO Watsco Inc. | 0.54% | 15,812 | $5.3M | Reduce -0.4% |
| UNP Union Pacific Corp. | 0.49% | 20,842 | $4.8M | Add +1.1% |
| AMGN Amgen Inc. | 0.49% | 14,559 | $4.8M | Reduce -1.5% |
| WM Waste Management Inc. | 0.48% | 21,213 | $4.7M | Add +1.3% |
| CSCO Cisco Systems Inc. | 0.46% | 58,242 | $4.5M | Add +0.7% |
| SPGI S&P Global Inc. | 0.46% | 8,532 | $4.5M | Reduce -0.9% |
| LIN Linde PLC | 0.43% | 9,975 | $4.3M | Reduce -10.2% |
| EPD Enterprise Products Partners | 0.43% | 132,635 | $4.3M | Reduce -1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.42% | 74,620 | $4.1M | Add +0.6% |
| TRV The Travelers Cos Inc. | 0.40% | 13,541 | $3.9M | Add +0.6% |
| WFC Wells Fargo & Co. | 0.39% | 40,926 | $3.8M | Reduce -4.1% |
| MRK Merck & Co. Inc. | 0.39% | 35,935 | $3.8M | Reduce -0.1% |
| DE Deere & Co. | 0.37% | 7,884 | $3.7M | No change |
| AMP Ameriprise Financial Inc. | 0.37% | 7,449 | $3.7M | No change |
| MDT Medtronic PLC | 0.37% | 37,833 | $3.6M | Reduce -4.7% |
| LDOS Leidos Holdings Inc. | 0.37% | 20,086 | $3.6M | Add +10.8% |
| APD Air Products & Chemicals Inc. | 0.36% | 14,212 | $3.5M | Reduce -0.2% |
| LMT Lockheed Martin Corp. | 0.34% | 6,894 | $3.3M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 11,038 | $3.3M | Reduce -8.4% |
| MDLZ Mondelez International Inc. Class A | 0.33% | 60,515 | $3.3M | Reduce -4.9% |
| TPL Texas Pacific Land Corp. | 0.33% | 11,162 | $3.2M | Reduce -5.7% |
| ENB Enbridge Inc. | 0.32% | 65,210 | $3.1M | Add +4.3% |
| PNC PNC Financial Services Group | 0.31% | 14,600 | $3.0M | Reduce -1.4% |
| UPS United Parcel Service Class B | 0.30% | 29,396 | $2.9M | Reduce -6.1% |
| CSX CSX Corp. | 0.29% | 79,385 | $2.9M | Add +1.4% |
| QCOM Qualcomm Inc. | 0.26% | 14,892 | $2.5M | Reduce -3.7% |
| NSC Norfolk Southern Corp. | 0.25% | 8,338 | $2.4M | No change |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.24% | 46,314 | $2.4M | Reduce -21.8% |
| SPG Simon Property Group Inc. | 0.24% | 12,625 | $2.3M | Reduce -0.2% |
| CAT Caterpillar Inc. | 0.23% | 4,000 | $2.3M | No change |
| CL Colgate-Palmolive Co. | 0.18% | 22,822 | $1.8M | Reduce -0.7% |
| PM Philip Morris International | 0.18% | 10,964 | $1.8M | Add +12.9% |
| AFL Aflac Inc. | 0.18% | 15,722 | $1.7M | No change |
| CDW CDW Corp. | 0.17% | 12,405 | $1.7M | Reduce -11.2% |
| TT Trane Technologies PLC | 0.17% | 4,158 | $1.6M | No change |
| BMY Bristol-Myers Squibb Co. | 0.15% | 26,648 | $1.4M | Reduce -19.9% |
| VMC Vulcan Materials Co. | 0.14% | 4,936 | $1.4M | No change |
| GE General Electric filed as GE AEROSPACE | 0.14% | 4,568 | $1.4M | No change |
| ADP Automatic Data Processing | 0.14% | 5,454 | $1.4M | No change |
| APH Amphenol Corp. Class A | 0.14% | 9,975 | $1.3M | Add +1.5% |
| PSX Phillips 66 | 0.13% | 10,148 | $1.3M | Reduce -1.0% |
| RJF Raymond James Financial Inc. | 0.13% | 8,059 | $1.3M | Reduce -15.7% |
| PFE Pfizer Inc. | 0.13% | 50,100 | $1.2M | Reduce -10.7% |
| NFLX Netflix Inc. | 0.12% | 12,990 | $1.2M | Add +0.8% |
| ALL Allstate Corp. | 0.12% | 5,753 | $1.2M | Reduce -8.0% |
| NI Nisource Inc. | 0.11% | 26,382 | $1.1M | Add +24.8% |
| SO The Southern Co. | 0.11% | 12,369 | $1.1M | Add +2.7% |
Other holdings (7): bonds, preferreds, convertibles and warrants · $11.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC (GS F PERP A) | COM | 174,457 | $3.4M | Reduce -7.8% |
| US BANCORP (USB F PERP B*) | COM | 135,816 | $2.4M | Reduce -4.1% |
| METLIFE INC (MET F PERP A) | Bond | 103,119 | $2.2M | Reduce -3.7% |
| BANK OF AMERICA CORP (BAC F PERP 02) | COM | 86,222 | $1.6M | Reduce -10.1% |
| MORGAN STANLEY (MS F PERP +A) | COM | 33,795 | $652K | Reduce -8.2% |
| BANK OF AMERICA CORP (BAC F PERP 01) | Preferred Stock | 25,100 | $464K | Reduce -5.6% |
| GOLDMAN SACHS GROUP INC (GS F PERP D) | Preferred Stock | 22,350 | $435K | Reduce -6.3% |
Total filed on the 13F, all lines: $990.2M.
Portfolio Sells Q3 2025 → Q4 2025
| ORCL Oracle Corp. | Reduce -8.6% | 2.95% | −1.66 |
| MSFT Microsoft Corp. | Reduce -5.7% | 7.00% | −0.87 |
| BRO Brown & Brown Inc. | Reduce -35.4% | 0.55% | −0.44 |
| J Jacobs Solutions Inc. | Reduce -3.5% | 1.60% | −0.26 |
| TMUS T-Mobile US Inc. | Reduce -2.8% | 1.05% | −0.21 |
| LEN Lennar Corp. Class A | Reduce -3.9% | 0.59% | −0.16 |
| HD Home Depot Inc. | Reduce -2.5% | 0.71% | −0.14 |
| WSO Watsco Inc. | Reduce -0.4% | 0.54% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -2.6% | 1.15% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -4.6% | 0.90% | −0.10 |
| LIN Linde PLC | Reduce -10.2% | 0.43% | −0.10 |
| LOW Lowe's Cos Inc. | Reduce -2.9% | 1.12% | −0.07 |
| AON Aon PLC Class A | Reduce -5.4% | 1.20% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -4.9% | 0.33% | −0.07 |
| BDX Becton Dickinson and Co. | Reduce -12.1% | 0.75% | −0.07 |
| TOL Toll Brothers Inc. | Reduce -4.3% | 1.05% | −0.06 |
| CDW CDW Corp. | Reduce -11.2% | 0.17% | −0.05 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.05 |
| CVX Chevron Corp. | Reduce -4.7% | 0.85% | −0.05 |
| TPL Texas Pacific Land Corp. | Reduce -5.7% | 0.33% | −0.05 |
| RJF Raymond James Financial Inc. | Reduce -15.7% | 0.13% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -0.2% | 0.36% | −0.03 |
| WMFFX Amer FND Wash Mut Inv-F2 | Sold out | 0.00% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -27.6% | 0.08% | −0.03 |
| CHD Church & Dwight Co. Inc. | Sold out | 0.00% | −0.03 |
| FRDAX Franklin Rising Dividend-Adv | Sold out | 0.00% | −0.03 |
| OKE Oneok Inc. | Reduce -5.8% | 0.63% | −0.03 |
| MCD McDonald's Corp. | Reduce -2.8% | 2.04% | −0.03 |
| MKC.V McCormick & Co. Inc. VTG Com | Sold out | 0.00% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -23.6% | 0.07% | −0.03 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.02 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.02 |
| FANG Diamondback Energy Inc. | Reduce -20.9% | 0.11% | −0.02 |
| KO The Coca-Cola Co. | Reduce -7.9% | 1.00% | −0.02 |
| PPG PPG Industries Inc. | Reduce -36.4% | 0.03% | −0.02 |
| PFE Pfizer Inc. | Reduce -10.7% | 0.13% | −0.02 |
| FSK FS KKR Capital Corp. | Sold out | 0.00% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -11.5% | 0.04% | −0.02 |
| ALL Allstate Corp. | Reduce -8.0% | 0.12% | −0.01 |
| TFC Truist Financial Corp. | Reduce -30.7% | 0.04% | −0.01 |
| UL Unilever PLC-Sponsored ADR | Reduce -11.0% | 0.09% | −0.01 |
| ADBE Adobe Inc. | Reduce -17.4% | 0.06% | −0.01 |
| MRP Millrose Properties | Reduce -4.1% | 0.07% | −0.01 |
| MDT Medtronic PLC | Reduce -4.7% | 0.37% | −0.01 |
| CB Chubb Ltd. | Reduce -29.2% | 0.04% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -8.4% | 0.33% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -30.4% | 0.07% | −0.01 |
| T AT&T Inc. | Reduce -2.7% | 0.06% | −0.01 |
| VLTO Veralto Corp. | Reduce -10.2% | 0.05% | −0.01 |
| MO Altria Group Inc. | Reduce -0.8% | 0.06% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| DUK Duke Energy Corp. | Add +232.8% | 0.93% | +0.64 |
| ICE Intercontinental Exchange Inc. | Add +15.5% | 1.48% | +0.16 |
| PH Parker Hannifin Corp. | Add +1.8% | 0.87% | +0.14 |
| AXP American Express Co. | Add +4.5% | 0.63% | +0.09 |
| NEE Nextera Energy Inc. | Add +5.1% | 0.82% | +0.09 |
| AMZN Amazon.com Inc. | Add +2.2% | 1.20% | +0.09 |
| ADI Analog Devices Inc. | Add +5.0% | 0.60% | +0.09 |
| BSX Boston Scientific Corp. | Add +276.3% | 0.11% | +0.08 |
| CSCO Cisco Systems Inc. | Add +0.7% | 0.46% | +0.06 |
| BAC Bank of America Corp. | Add +0.6% | 0.42% | +0.03 |
| WMB Williams Cos Inc. | New | 0.03% | +0.03 |
| WBD Warner Bros Discovery Inc. | New | 0.02% | +0.02 |
| LDOS Leidos Holdings Inc. | Add +10.8% | 0.37% | +0.02 |
| TRV The Travelers Cos Inc. | Add +0.6% | 0.40% | +0.02 |
| PM Philip Morris International | Add +12.9% | 0.18% | +0.02 |
| NI Nisource Inc. | Add +24.8% | 0.11% | +0.02 |
| APH Amphenol Corp. Class A | Add +1.5% | 0.14% | +0.01 |
| NVDA Nvidia Corp. | Add +0.7% | 0.91% | +0.01 |
| CSX CSX Corp. | Add +1.4% | 0.29% | +0.01 |
| CEG Constellation Energy | Add +31.9% | 0.03% | +0.01 |
| WM Waste Management Inc. | Add +1.3% | 0.48% | +0.01 |
| BLK BlackRock Inc. | Add +10.1% | 0.11% | +0.00 |
| ABALX American Balanced Fund-A | Add +6.9% | 0.03% | +0.00 |
| VFWAX Vanguard Ftse Aw Ex-US-Adm | Add +1.7% | 0.02% | +0.00 |
| CWGIX Af Cap WLRD GR & Inc. Class A | Add +9.7% | 0.02% | +0.00 |
| FXAIX Fidelity 500 Index Fund | Add +0.6% | 0.02% | +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 |
| VTABX Vanguard TTL Intl BND-Adm | Add +2.4% | 0.02% | +0.00 |
| ENB Enbridge Inc. | Add +4.3% | 0.32% | −0.00 |
| UNP Union Pacific Corp. | Add +1.1% | 0.49% | −0.00 |
| VWUAX Vanguard US Growth Fund-Adm | Add +5.1% | 0.03% | −0.00 |
| VWENX Vanguard Wellington-Adm | Add +1.9% | 0.06% | −0.00 |
| NXPI NXP Semiconductors NV | Add +0.6% | 0.10% | −0.00 |
| SO The Southern Co. | Add +2.7% | 0.11% | −0.01 |
| HON Honeywell International Inc. | Add +5.6% | 0.64% | −0.01 |
| ABT Abbott Laboratories | Add +0.7% | 0.60% | −0.03 |
| NFLX Netflix Inc. | Add +0.8% | 0.12% | −0.03 |
| META Meta Platforms Inc. Class A | Add +0.1% | 1.33% | −0.14 |
| ETN Eaton Corp. PLC | Add +2.9% | 1.21% | −0.16 |
Notes & Other Activity Q3 2025 → Q4 2025
| GOLDMAN SACHS GROUP INC (GS F PERP A) | COM | Reduce -7.8% | 174,457 | $3.4M |
| US BANCORP (USB F PERP B*) | COM | Reduce -4.1% | 135,816 | $2.4M |
| METLIFE INC (MET F PERP A) | Bond | Reduce -3.7% | 103,119 | $2.2M |
| BANK OF AMERICA CORP (BAC F PERP 02) | COM | Reduce -10.1% | 86,222 | $1.6M |
| MORGAN STANLEY (MS F PERP +A) | COM | Reduce -8.2% | 33,795 | $652K |
| BANK OF AMERICA CORP (BAC F PERP 01) | Preferred Stock | Reduce -5.6% | 25,100 | $464K |
| GOLDMAN SACHS GROUP INC (GS F PERP D) | Preferred Stock | Reduce -6.3% | 22,350 | $435K |
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 |