Tower Bridge Advisors
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Tower Bridge Advisors reported 221 stock positions worth $1.0 billion. Its top holding was Apple (AAPL) at 5.2% of the portfolio, followed by Alphabet Class C (GOOG, 5.1%) and Microsoft (MSFT, 5.1%). Compared with Q4 2025, it opened 59 new positions, sold out of 20, added to 66 and reduced 62. The biggest buy was a new position in Vanguard S&P 500 ETF (VOO) and the biggest sale Alphabet Class C (GOOG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CONSHOHOCKEN, PA
- CIK
- 0001278249
- Portfolio Value
- $1.0B (Q1 2026)
- SEC Filing
- 0001278249-26-000004 ↗ filed May 12, 2026
Holdings Value
Holdings 221 stocks · $1.0B
| AAPL Apple Inc. | 5.25% | 214,146 | $54.3M | Add +1.7% |
| GOOG Alphabet Inc. Class C | 5.14% | 185,528 | $53.2M | Reduce -0.9% |
| MSFT Microsoft Corp. | 5.14% | 143,677 | $53.2M | Add +1.3% |
| AVGO Broadcom Inc. | 3.98% | 133,287 | $41.3M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 3.57% | 125,531 | $36.9M | Add +1.2% |
| LRCX Lam Research Corp. | 2.21% | 106,918 | $22.8M | Reduce -20.0% |
| ORCL Oracle Corp. | 2.11% | 148,613 | $21.9M | Add +0.3% |
| JNJ Johnson & Johnson | 2.11% | 89,249 | $21.8M | Add +1.6% |
| MCD McDonald's Corp. | 1.98% | 65,893 | $20.5M | Add +1.0% |
| RTX RTX Corp. | 1.96% | 105,144 | $20.3M | Add +2.5% |
| VOO Vanguard S&P 500 ETF | 1.80% | 31,158 | $18.6M | New |
| V Visa Inc. Class A | 1.73% | 59,330 | $17.9M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 1.66% | 101,469 | $17.2M | Add +2.6% |
| GOOGL Alphabet Inc. Class A | 1.51% | 54,515 | $15.7M | Reduce -0.9% |
| J Jacobs Solutions Inc. | 1.48% | 120,052 | $15.3M | Add +1.6% |
| ICE Intercontinental Exchange Inc. | 1.37% | 90,289 | $14.2M | Add +0.8% |
| PEP Pepsico Inc. | 1.31% | 87,426 | $13.6M | Add +2.9% |
| ETN Eaton Corp. PLC | 1.31% | 37,865 | $13.5M | Add +1.7% |
| TMO Thermo Fisher Scientific Inc. | 1.29% | 27,200 | $13.4M | Add +4.1% |
| CVX Chevron Corp. | 1.13% | 56,765 | $11.7M | Add +4.4% |
| SCHW Schwab (charles) Corp. | 1.12% | 123,790 | $11.6M | Add +3.8% |
| AMZN Amazon.com Inc. | 1.12% | 55,692 | $11.6M | Add +9.7% |
| DUK Duke Energy Corp. | 1.11% | 88,104 | $11.5M | Add +12.9% |
| PG The Procter & Gamble Co. | 1.11% | 79,548 | $11.5M | Add +1.2% |
| ACN Accenture PLC Class A | 1.10% | 57,573 | $11.4M | Reduce -0.1% |
| IQV Iqvia Holdings Inc. | 1.09% | 66,262 | $11.3M | Add +0.5% |
| META Meta Platforms Inc. Class A | 1.08% | 19,631 | $11.2M | Reduce -0.3% |
| NVS Novartis AG-Sponsored ADR | 1.06% | 71,531 | $10.9M | Add +0.9% |
| LOW Lowe's Cos Inc. | 1.05% | 46,189 | $10.9M | Add +1.9% |
| AON Aon PLC Class A | 1.04% | 33,476 | $10.8M | Add +0.3% |
| KO The Coca-Cola Co. | 1.03% | 140,362 | $10.7M | Add +0.4% |
| TMUS T-Mobile US Inc. | 1.02% | 50,312 | $10.6M | Reduce -0.2% |
| TOL Toll Brothers Inc. | 1.00% | 75,591 | $10.3M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.98% | 10,146 | $10.1M | Reduce -0.2% |
| NEE Nextera Energy Inc. | 0.92% | 102,289 | $9.5M | Add +2.1% |
| NVDA Nvidia Corp. | 0.88% | 52,285 | $9.1M | Add +9.0% |
| PH Parker Hannifin Corp. | 0.84% | 9,759 | $8.7M | Add +0.3% |
| ABBV Abbvie Inc. | 0.83% | 39,323 | $8.6M | Reduce -1.8% |
| WMT Walmart Inc. | 0.78% | 64,974 | $8.1M | Add +10.6% |
| MCO Moody's Corp. | 0.76% | 17,997 | $7.9M | Add +11.2% |
| HON Honeywell International Inc. | 0.74% | 34,038 | $7.7M | Add +6.1% |
| OKE Oneok Inc. | 0.74% | 84,916 | $7.7M | Add +0.8% |
| SCHD Schwab US DVD Equity ETF | 0.73% | 247,554 | $7.6M | New |
| LHX L3HARRIS Technologies Inc. | 0.72% | 21,633 | $7.5M | Reduce -0.2% |
| CME Cme Group Inc. | 0.72% | 25,233 | $7.5M | Add +1.0% |
| ADI Analog Devices Inc. | 0.71% | 22,994 | $7.3M | Add +6.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.69% | 95,235 | $7.2M | New |
| DHR Danaher Corp. | 0.69% | 37,511 | $7.1M | Reduce -5.2% |
| HD Home Depot Inc. | 0.65% | 20,490 | $6.7M | Add +1.4% |
| WM Waste Management Inc. | 0.65% | 29,302 | $6.7M | Add +38.1% |
| UPS United Parcel Service Class B | 0.63% | 66,288 | $6.5M | Add +125.5% |
| LLY Eli Lilly & Co. | 0.59% | 6,681 | $6.1M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 12,426 | $6.0M | No change |
| WSO Watsco Inc. | 0.57% | 16,196 | $5.9M | Add +2.4% |
| BDX Becton Dickinson and Co. | 0.57% | 37,285 | $5.9M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 8,879 | $5.8M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.53% | 18,929 | $5.4M | New |
| AMGN Amgen Inc. | 0.52% | 15,175 | $5.3M | Add +4.2% |
| LIN Linde PLC | 0.51% | 10,611 | $5.3M | Add +6.4% |
| AXP American Express Co. | 0.51% | 17,349 | $5.2M | Add +3.4% |
| TPL Texas Pacific Land Corp. | 0.50% | 11,009 | $5.2M | Reduce -1.4% |
| ABT Abbott Laboratories | 0.49% | 49,880 | $5.1M | Add +6.4% |
| UNP Union Pacific Corp. | 0.49% | 21,017 | $5.1M | Add +0.8% |
| EPD Enterprise Products Partners | 0.47% | 129,635 | $4.9M | Reduce -2.3% |
| LEN Lennar Corp. Class A | 0.47% | 56,030 | $4.9M | Reduce -0.2% |
| CSCO Cisco Systems Inc. | 0.43% | 57,317 | $4.4M | Reduce -1.6% |
| MRK Merck & Co. Inc. | 0.41% | 35,251 | $4.2M | Reduce -1.9% |
| LMT Lockheed Martin Corp. | 0.40% | 6,919 | $4.2M | Add +0.4% |
| APD Air Products & Chemicals Inc. | 0.40% | 14,212 | $4.1M | No change |
| DE Deere & Co. | 0.40% | 7,284 | $4.1M | Reduce -7.6% |
| BRO Brown & Brown Inc. | 0.39% | 61,416 | $4.0M | Reduce -9.6% |
| TRV The Travelers Cos Inc. | 0.38% | 13,566 | $4.0M | Add +0.2% |
| ENB Enbridge Inc. | 0.38% | 72,418 | $3.9M | Add +11.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 76,628 | $3.7M | Add +2.7% |
| SPGI S&P Global Inc. | 0.35% | 8,589 | $3.7M | Add +0.7% |
| MDLZ Mondelez International Inc. Class A | 0.33% | 59,518 | $3.4M | Reduce -1.6% |
| AMP Ameriprise Financial Inc. | 0.32% | 7,399 | $3.3M | Reduce -0.7% |
| CSX CSX Corp. | 0.31% | 79,388 | $3.3M | Add +0.0% |
| WFC Wells Fargo & Co. | 0.31% | 40,926 | $3.3M | No change |
| MDT Medtronic PLC | 0.31% | 37,203 | $3.2M | Reduce -1.7% |
| LDOS Leidos Holdings Inc. | 0.30% | 20,226 | $3.1M | Add +0.7% |
| PNC PNC Financial Services Group | 0.30% | 14,695 | $3.1M | Add +0.7% |
| CAT Caterpillar Inc. | 0.27% | 4,000 | $2.8M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 12,368 | $2.7M | New |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 13,596 | $2.6M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 10,038 | $2.4M | Reduce -9.1% |
| NSC Norfolk Southern Corp. | 0.23% | 8,338 | $2.4M | No change |
| SPG Simon Property Group Inc. | 0.23% | 12,675 | $2.4M | Add +0.4% |
| SCHM Schwab US Mid Cap ETF | 0.21% | 70,226 | $2.2M | New |
| IVV iShares Core S&P 500 ETF | 0.21% | 3,266 | $2.1M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.19% | 7,683 | $2.0M | New |
| CL Colgate-Palmolive Co. | 0.19% | 22,487 | $1.9M | Reduce -1.5% |
| QCOM Qualcomm Inc. | 0.18% | 14,787 | $1.9M | Reduce -0.7% |
| PM Philip Morris International | 0.18% | 11,389 | $1.9M | Add +3.9% |
| VEA Vanguard Ftse Developed ETF | 0.17% | 27,108 | $1.7M | New |
| AFL Aflac Inc. | 0.17% | 15,722 | $1.7M | No change |
| PSX Phillips 66 | 0.16% | 9,299 | $1.7M | Reduce -8.4% |
| APH Amphenol Corp. Class A | 0.16% | 13,170 | $1.7M | Add +32.0% |
| TT Trane Technologies PLC | 0.16% | 3,978 | $1.7M | Reduce -4.3% |
| SO The Southern Co. | 0.16% | 17,079 | $1.6M | Add +38.1% |
Portfolio Sells Q4 2025 → Q1 2026
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 5.14% | −0.86 |
| AVGO Broadcom Inc. | Reduce -0.4% | 3.98% | −0.75 |
| ACN Accenture PLC Class A | Reduce -0.1% | 1.10% | −0.48 |
| V Visa Inc. Class A | Reduce -0.3% | 1.73% | −0.40 |
| RHHBY Roche Holdings Ltd.-Spons ADR | Sold out | 0.00% | −0.24 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 1.51% | −0.24 |
| META Meta Platforms Inc. Class A | Reduce -0.3% | 1.08% | −0.24 |
| DHR Danaher Corp. | Reduce -5.2% | 0.69% | −0.24 |
| BDX Becton Dickinson and Co. | Reduce -0.9% | 0.57% | −0.18 |
| BRO Brown & Brown Inc. | Reduce -9.6% | 0.39% | −0.17 |
| LLY Eli Lilly & Co. | Reduce -0.1% | 0.59% | −0.14 |
| LRCX Lam Research Corp. | Reduce -20.0% | 2.21% | −0.13 |
| LEN Lennar Corp. Class A | Reduce -0.2% | 0.47% | −0.12 |
| ABBV Abbvie Inc. | Reduce -1.8% | 0.83% | −0.11 |
| IBM Intl Business Machines Corp. | Reduce -9.1% | 0.23% | −0.10 |
| QCOM Qualcomm Inc. | Reduce -0.7% | 0.18% | −0.08 |
| USBLX Victory GRWT & Tax Strategy | Sold out | 0.00% | −0.06 |
| MDT Medtronic PLC | Reduce -1.7% | 0.31% | −0.06 |
| VWENX Vanguard Wellington-Adm | Sold out | 0.00% | −0.06 |
| AMP Ameriprise Financial Inc. | Reduce -0.7% | 0.32% | −0.06 |
| TOL Toll Brothers Inc. | Reduce -0.4% | 1.00% | −0.05 |
| CDW CDW Corp. | Reduce -9.8% | 0.13% | −0.04 |
| SWPPX Schwab S&P 500 Index-Sel | Sold out | 0.00% | −0.04 |
| ADP Automatic Data Processing | Reduce -1.8% | 0.11% | −0.04 |
| DIS The Walt Disney Co. | Reduce -18.8% | 0.06% | −0.03 |
| ABALX American Balanced Fund-A | Sold out | 0.00% | −0.03 |
| ROP Roper Technologies Inc. | Reduce -50.0% | 0.02% | −0.03 |
| UL Unilever PLC-Sponsored ADR | Reduce -20.6% | 0.06% | −0.03 |
| SDZNY Sandoz Group AG-ADR | Sold out | 0.00% | −0.03 |
| PRU Prudential Financial Inc. | Reduce -21.8% | 0.05% | −0.03 |
| VWUAX Vanguard US Growth Fund-Adm | Sold out | 0.00% | −0.03 |
| CEG Constellation Energy | Sold out | 0.00% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -1.6% | 0.43% | −0.03 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.03 |
| GE General Electric | Reduce -6.6% | 0.12% | −0.03 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -10.0% | 0.04% | −0.03 |
| VSIAX VNGD Mrgst SML-CP VL Idx-Adm | Sold out | 0.00% | −0.03 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.03 |
| TMUS T-Mobile US Inc. | Reduce -0.2% | 1.02% | −0.03 |
| FNCFX Franklin Income Fund-R6 | Sold out | 0.00% | −0.03 |
| FXAIX Fidelity 500 Index Fund | Sold out | 0.00% | −0.02 |
| ADBE Adobe Inc. | Reduce -13.5% | 0.03% | −0.02 |
| VFWAX Vanguard Ftse Aw Ex-US-Adm | Sold out | 0.00% | −0.02 |
| CWGIX Af Cap WLRD GR & Inc. Class A | Sold out | 0.00% | −0.02 |
| VWLUX Vanguard L/T Tax Exmpt-Adm | Sold out | 0.00% | −0.02 |
| VTABX Vanguard TTL Intl BND-Adm | Sold out | 0.00% | −0.02 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -10.2% | 0.09% | −0.02 |
| VPALX Vanguard Pa Long TRM T/E-Adm | Sold out | 0.00% | −0.02 |
| VFIDX Vanguard I/T Invest GRD-Adm | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | New | 1.80% | +1.80 |
| SCHD Schwab US DVD Equity ETF | New | 0.73% | +0.73 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.69% | +0.69 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.56% | +0.56 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.53% | +0.53 |
| XOM Exxon Mobil Corp. | Add +2.6% | 1.66% | +0.45 |
| UPS United Parcel Service Class B | Add +125.5% | 0.63% | +0.33 |
| CVX Chevron Corp. | Add +4.4% | 1.13% | +0.29 |
| VIG Vanguard Dividend Apprec ETF | New | 0.26% | +0.26 |
| RSP Invesco S&P 500 Equal Weight | New | 0.25% | +0.25 |
| JNJ Johnson & Johnson | Add +1.6% | 2.11% | +0.25 |
| SCHM Schwab US Mid Cap ETF | New | 0.21% | +0.21 |
| IVV iShares Core S&P 500 ETF | New | 0.21% | +0.21 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.19% | +0.19 |
| DUK Duke Energy Corp. | Add +12.9% | 1.11% | +0.18 |
| WM Waste Management Inc. | Add +38.1% | 0.65% | +0.17 |
| VEA Vanguard Ftse Developed ETF | New | 0.17% | +0.17 |
| IWR iShares Russell Mid-Cap ETF | New | 0.16% | +0.16 |
| MDY State Street SPDR S&P Midcap | New | 0.15% | +0.15 |
| WAT Waters Corp. | New | 0.14% | +0.14 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.13% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.13% | +0.13 |
| WMT Walmart Inc. | Add +10.6% | 0.78% | +0.11 |
| OKE Oneok Inc. | Add +0.8% | 0.74% | +0.11 |
| ADI Analog Devices Inc. | Add +6.2% | 0.71% | +0.11 |
| HON Honeywell International Inc. | Add +6.1% | 0.74% | +0.10 |
| VWO Vanguard Ftse Emerging Marke | New | 0.10% | +0.10 |
| ETN Eaton Corp. PLC | Add +1.7% | 1.31% | +0.10 |
| NEE Nextera Energy Inc. | Add +2.1% | 0.92% | +0.10 |
| SCHE Schwab Emrg Mrkts Eqty ETF | New | 0.10% | +0.10 |
| IWD iShares Russell 1000 Value E | New | 0.09% | +0.09 |
| VONV Vanguard Russell 1000 Value | New | 0.09% | +0.09 |
| XBI SS SPDR S&P Biotech ETF | New | 0.09% | +0.09 |
| BSV Vanguard Short-Term Bond ETF | New | 0.08% | +0.08 |
| TIP iShares Tips Bond ETF | New | 0.08% | +0.08 |
| LIN Linde PLC | Add +6.4% | 0.51% | +0.07 |
| QUAL iShares MSCI USA Quality Fac | New | 0.07% | +0.07 |
| GLDM SPDR Gold Minishares Trust | New | 0.07% | +0.07 |
| IWY iShares Russell Top 200 Grow | New | 0.07% | +0.07 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.07% | +0.07 |
| PEP Pepsico Inc. | Add +2.9% | 1.31% | +0.07 |
| LMT Lockheed Martin Corp. | Add +0.4% | 0.40% | +0.06 |
| ENB Enbridge Inc. | Add +11.1% | 0.38% | +0.06 |
| IJH iShares Core S&P Midcap ETF | New | 0.06% | +0.06 |
| GLD SPDR Gold Shares | New | 0.06% | +0.06 |
| NVS Novartis AG-Sponsored ADR | Add +0.9% | 1.06% | +0.06 |
| SCHG Schwab US Large-Cap Growth | New | 0.06% | +0.06 |
| CCS Century Communities Inc. | New | 0.06% | +0.06 |
| PFF iShares Preferred & Income S | New | 0.05% | +0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.05% | +0.05 |
Notes & Other Activity Q4 2025 → Q1 2026
| GOLDMAN SACHS GROUP INC (GS F PERP A) | COM | Sold out | 174,457 | $3.4Mbefore exit |
| US BANCORP (USB F PERP B*) | COM | Sold out | 135,816 | $2.4Mbefore exit |
| METLIFE INC (MET F PERP A) | Bond | Sold out | 103,119 | $2.2Mbefore exit |
| BANK OF AMERICA CORP (BAC F PERP 02) | COM | Sold out | 86,222 | $1.6Mbefore exit |
| MORGAN STANLEY (MS F PERP +A) | COM | Sold out | 33,795 | $652Kbefore exit |
| BANK OF AMERICA CORP (BAC F PERP 01) | Preferred Stock | Sold out | 25,100 | $464Kbefore exit |
| GOLDMAN SACHS GROUP INC (GS F PERP D) | Preferred Stock | Sold out | 22,350 | $435Kbefore exit |
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 |