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TOWER BRIDGE ADVISORS — 13F Holdings & Portfolio

CIK 1278249 · latest 13F-HR filed 2026-08-12

Backtest portfolio

TOWER BRIDGE ADVISORS manages $1.11B in 13F-reported U.S. long-equity assets across 253 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOG (5.63%), AAPL (5.20%), MSFT (4.61%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 17 new positions, exited 16, added to 111, and trimmed 44.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
300 BARR HARBOR DRIVE
SUITE 705
WEST CONSHOHOCKEN, PA 19428
Phone
(610) 260-2200
Filing Manager
TOWER BRIDGE ADVISORS
WEST CONSHOHOCKEN, PA
Signatory
Jeffrey Kachel
CFO, Principal
Loading holdings…
AUM

$1.11B

Long-equity book

Holdings

253

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+17 / −16 / ↑111 / ↓44

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Lam Research Corporation$22.0M +96.1%
  • Alphabet Inc. Class C$10.5M +19.8%
  • Broadcom Inc.$7.7M +18.7%
  • Vanguard S&P 500 ETF$7.7M +41.3%
  • Apple Inc.$5.6M +10.3%
Show all 111 →

Top Trims

  • Accenture Plc Class A-$5.2M -45.9%
  • T-Mobile US, Inc.-$3.4M -32.2%
  • McDonald's Corporation-$2.9M -13.9%
  • Chevron Corporation-$2.4M -20.6%
  • Intercontinental Exchange, Inc.-$2.3M -16.3%
Show all 44 →

New Positions

  • Exxon Mobil Corporation$13.9M
  • Honeywell International Inc.$3.7M
  • Honeywell Aerospace, Inc.$3.7M
  • Vanguard High Dividend Yield Index ETF$1.6M
  • Celsius Holdings, Inc.$1.5M
Show all 17 →

Exited Positions

  • Exxon Mobil Corporation$17.2M
  • Honeywell International Inc.$7.7M
  • NiSource Inc$1.3M
  • Century Communities, Inc.$573.8K
  • Meritage Homes Corporation$494.7K
Show all 16 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Alphabet Inc. Class C GOOG 02079K107 $62.4M 5.63% 176,675 SH
2 Apple Inc. AAPL 037833100 $57.6M 5.20% 199,084 SH
3 Microsoft Corporation MSFT 594918104 $51.1M 4.61% 136,929 SH
4 Broadcom Inc. AVGO 11135F101 $49.0M 4.42% 129,671 SH
5 Lam Research Corporation LRCX 512807306 $43.9M 3.96% 101,223 SH
6 JPMorgan Chase & Co. JPM 46625H100 $39.0M 3.51% 118,996 SH
7 Vanguard S&P 500 ETF VOO 922908363 $26.3M 2.37% 38,315 SH
8 Johnson & Johnson JNJ 478160104 $22.0M 1.98% 86,591 SH
9 Oracle Corporation ORCL 68389X105 $21.2M 1.92% 144,951 SH
10 Visa Inc. Class A V 92826C839 $19.4M 1.75% 56,617 SH
11 Alphabet Inc. Class A GOOGL 02079K305 $19.4M 1.75% 54,351 SH
12 RTX Corporation RTX 75513E101 $19.3M 1.74% 101,735 SH
13 McDonald's Corporation MCD 580135101 $17.4M 1.57% 64,315 SH
14 Eaton Corp. Plc ETN G29183103 $16.0M 1.44% 37,534 SH
15 Jacobs Solutions Inc. J 46982L108 $14.6M 1.31% 115,626 SH
16 Exxon Mobil Corporation XOM 30233Q108 $13.5M 1.22% 98,575 SH
17 Thermo Fisher Scientific Inc. TMO 883556102 $13.4M 1.21% 26,811 SH
18 Amazon.com, Inc. AMZN 023135106 $13.3M 1.20% 55,929 SH
19 Toll Brothers, Inc. TOL 889478103 $12.3M 1.11% 74,881 SH
20 IQVIA Holdings Inc IQV 46266C105 $12.2M 1.10% 63,268 SH
21 Intercontinental Exchange, Inc. ICE 45866F104 $11.7M 1.05% 94,676 SH
22 Procter & Gamble Company PG 742718109 $11.6M 1.05% 79,335 SH
23 PepsiCo, Inc. PEP 713448108 $11.2M 1.01% 82,579 SH
24 Charles Schwab Corp SCHW 808513105 $11.2M 1.01% 121,059 SH
25 Meta Platforms Inc Class A META 30303M102 $10.9M 0.98% 19,266 SH
26 Duke Energy Corporation DUK 26441C204 $10.8M 0.97% 85,105 SH
27 Coca-Cola Company KO 191216100 $10.7M 0.96% 131,342 SH
28 NVIDIA Corporation NVDA 67066G104 $10.7M 0.96% 53,310 SH
29 Novartis AG NVS 66987V109 $10.5M 0.95% 67,191 SH
30 Aon Plc Class A AON G0403H108 $10.2M 0.92% 30,739 SH
31 AbbVie, Inc. ABBV 00287Y109 $9.8M 0.88% 38,900 SH
32 Lowe's Companies, Inc. LOW 548661107 $9.3M 0.84% 42,393 SH
33 Parker-Hannifin Corporation PH 701094104 $9.3M 0.84% 9,546 SH
34 NextEra Energy, Inc. NEE 65339F101 $9.1M 0.82% 103,394 SH
35 Costco Wholesale Corporation COST 22160K105 $9.0M 0.82% 9,661 SH
36 Analog Devices, Inc. ADI 032654105 $9.0M 0.81% 22,704 SH
37 Chevron Corporation CVX 166764100 $9.0M 0.81% 54,046 SH
38 Moody's Corporation MCO 615369105 $8.7M 0.79% 19,261 SH
39 Eli Lilly and Company LLY 532457108 $7.9M 0.71% 6,601 SH
40 Schwab US Dividend Equity ETF SCHD 808524797 $7.8M 0.70% 245,374 SH
41 ONEOK, Inc. OKE 682680103 $7.3M 0.66% 84,507 SH
42 T-Mobile US, Inc. TMUS 872590104 $7.2M 0.65% 42,687 SH
43 Vanguard FTSE All-World ex-US Index Fund VEU 922042775 $7.0M 0.63% 83,723 SH
44 Amphenol Corporation Class A APH 032095101 $7.0M 0.63% 39,481 SH
45 Home Depot, Inc. HD 437076102 $6.9M 0.63% 19,705 SH
46 Walmart Inc. WMT 931142103 $6.9M 0.62% 61,018 SH
47 SPDR S&P 500 ETF Trust SPY 78462F103 $6.8M 0.61% 9,072 SH
48 Cisco Systems, Inc. CSCO 17275R102 $6.6M 0.60% 56,524 SH
49 Waste Management, Inc. WM 94106L109 $6.6M 0.59% 29,555 SH
50 Watsco, Inc. WSO 942622200 $6.5M 0.59% 15,633 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $1.11B 253 0001278249-26-000008
2026-03-31 2026-05-12 $1.04B 252 0001278249-26-000004
2025-12-31 2026-02-13 $990.2M 189 0001278249-26-000002
2025-09-30 2025-11-12 $1.00B 194 0001278249-25-000010