TOWER BRIDGE ADVISORS

CIK

1278249

Location

WEST CONSHOHOCKEN, PA

Portfolio Value

Mid $1,108,409,196

Diversification

Diversified

Filing Date

Global Rank

#2,356 / 8,827 ▼ 111

Top Industry

Internet Content & Information 9.4%

Period ended 4 months ago

Filed Aug 12, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 39.1%, 43.9 effective positions, active share 52.8% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

8.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.9 quarters (12+), a floor since 64.4% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 52.8%; sector active share 11.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

222 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.5%

+0.9 pts

Top 5

26.1%

+1.5 pts

Top 10

39.1%

+3.2 pts

HHI

228

Diversified+21

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	25.6%	$283,708,640	25
Financial Services	14.3%	$158,770,320	35
Industrials	11.5%	$127,799,815	28
Healthcare	10.1%	$112,295,682	19
Communication Services	9.4%	$104,068,507	9
Unclassified	9.2%	$101,975,053	51
Consumer Cyclical	5.9%	$65,834,078	8
Consumer Defensive	5.7%	$62,904,476	15
Energy	4.5%	$49,501,474	11
Utilities	2.1%	$22,978,745	7
Basic Materials	1.2%	$12,794,524	8
Real Estate	0.5%	$5,777,882	6

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VO	VANGUARD MID-CAP INDEX FUND	+53,499	72,428	$5,835,523
APH	Amphenol Corp	+26,311	39,481	$6,961,289
IJH	iShares Core S&P Mid-Cap ETF	+12,165	21,385	$1,648,997
VOO	VANGUARD 500 INDEX FUND	+7,157	38,315	$26,315,125
ICE	Intercontinental Exchange, Inc.	+6,287	96,576	$11,889,471
IJR	iShares Core S&P Small-Cap ETF	+4,400	7,147	$1,059,971
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	+3,675	10,645	$1,684,571
IWD	iShares Russell 1000 Value ETF	+3,500	8,000	$1,939,440
VUG	VANGUARD GROWTH INDEX FUND	+3,380	4,056	$349,383
PG	PROCTER & GAMBLE Co	+3,227	82,775	$12,138,125
PM	Philip Morris International Inc.	+2,773	14,162	$2,562,047
PHYS	Sprott Physical Gold Trust	+2,500	15,601	$470,682
AGI	Alamos Gold Inc	+2,500	15,000	$455,100
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+2,015	6,270	$2,320,150
MCO	Moodys Corp	+1,724	19,721	$8,932,035
ADP	Automatic Data Processing Inc	+1,350	6,704	$1,501,360
NEE	Nextera Energy Inc	+1,105	103,394	$9,074,891
WMB	Williams Companies, Inc.	+1,090	11,954	$888,660
NVDA	Nvidia Corp	+1,025	53,310	$10,666,797
TT	Trane Technologies plc	+905	4,883	$2,398,334
RSP	Victory Portfolios II	+742	14,338	$3,050,696
GOOGL	Alphabet Inc.	+536	55,051	$19,673,575
SO	Southern Co	+524	17,603	$1,684,783
CI	Cigna Group	+507	3,234	$891,549
UNP	Union Pacific Corp	+502	21,519	$5,853,168
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HON	Honeywell International Inc	−17,326	16,712	$3,741,816
BRO	Brown & Brown, Inc.	−10,916	50,500	$3,239,575
ACN	Accenture plc	−7,954	49,619	$6,174,587
TMUS	T-Mobile US, Inc.	−7,625	42,687	$7,159,890
AAPL	Apple Inc.	−6,932	207,214	$59,959,442
VEU	Vanguard International Equity Index Funds	−5,337	89,898	$7,528,957
EPD	Enterprise Products Partners L.P.	−5,145	124,490	$4,576,252
GOOG	Alphabet Inc.	−5,102	180,426	$63,749,917
KO	Coca Cola Co	−4,492	135,870	$11,042,154
J	Jacobs Solutions Inc.	−4,426	115,626	$14,568,876
DHR	Danaher Corp	−4,266	33,245	$6,332,507
WFC	Wells Fargo & Company	−3,800	37,126	$3,068,092
ORCL	Oracle Corp	−3,662	144,951	$21,242,569
MDT	Medtronic plc	−3,619	33,584	$2,627,276
AVGO	Broadcom Inc.	−3,616	129,671	$48,983,220
LRCX	Lam Research Corp	−3,526	103,392	$44,802,854
MSFT	Microsoft Corp	−3,168	140,509	$52,412,666
JPM	Jpmorgan Chase & Co	−3,137	122,394	$40,063,227
DUK	Duke Energy CORP	−2,999	85,105	$10,772,590
IQV	Iqvia Holdings Inc.	−2,994	63,268	$12,224,642
VZ	Verizon Communications Inc	−2,950	10,718	$453,800
CMCSA	Comcast Corp	−2,774	10,522	$258,315
SCHW	Schwab Charles Corp	−2,731	121,059	$11,170,113
BDX	Becton Dickinson & Co	−2,479	34,806	$5,267,191
AMTM	Amentum Holdings, Inc.	−2,437	33,261	$687,504
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	16,702	$3,692,478
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	10,096	$1,595,470
CELH	Celsius Holdings, Inc.	50,000	$1,464,000
CRM	Salesforce, Inc.	4,972	$778,913
INTC	Intel Corp	3,600	$502,668
EFA	iShares MSCI EAFE ETF	4,806	$499,247
BMOP		15,648	$394,486
MS	Morgan Stanley	1,861	$389,023
AMD	Advanced Micro Devices Inc	550	$319,500
SUB	iShares Short-Term National Muni Bond ETF	2,400	$255,528
GLW	Corning Inc	1,000	$255,430
TXN	Texas Instruments Inc	704	$209,841
FDXF	FedEx Freight Holding Company, Inc.	1,383	$208,833
EMXC	iShares MSCI Emerging Markets ex China ETF	2,025	$207,157
CVS	CVS HEALTH Corp	2,002	$207,106
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
NI	Nisource Inc.	27,998	$1,306,386
CCS	Century Communities, Inc.	10,000	$573,800
MTH	Meritage Homes CORP	8,000	$494,720
TSM	Taiwan Semiconductor Manufacturing Co Ltd	976	$329,839
ADBE	Adobe Inc.	1,333	$324,025
UBER	Uber Technologies, Inc	4,500	$323,685
IBTI	iShares iBonds Dec 2028 Term Treasury ETF	13,475	$300,263
IBTH	iShares iBonds Dec 2027 Term Treasury ETF	13,375	$300,001
RF	Regions Financial Corp	8,809	$230,091
—		7,874	$216,220
BA	Boeing Co	1,053	$209,578
ROP	Roper Technologies Inc	570	$201,700
IBTG	iShares iBonds Dec 2026 Term Treasury ETF	8,750	$200,506
ARCO	Arcos Dorados Holdings Inc.	10,000	$82,500
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

222 tracked positions · $1,108,409,196 total · filing declares 253 positions · $1,108,409,322 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 222 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
GOOG	Alphabet Inc. Communication Services	Reduced	180,426	-5,102	$63,749,917	+19.8%	26+	before history	5.75%
AAPL	Apple Inc. Technology	Reduced	207,214	-6,932	$59,959,442	+10.3%	26+	before history	5.41%
MSFT	Microsoft Corp Technology	Reduced	140,509	-3,168	$52,412,666	−1.5%	26+	before history	4.73%
AVGO	Broadcom Inc. Technology	Reduced	129,671	-3,616	$48,983,220	+18.7%	23	$49.46	4.42%
LRCX	Lam Research Corp Technology	Reduced	103,392	-3,526	$44,802,854	+96.1%	23	unpriced	4.04%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	122,394	-3,137	$40,063,227	+8.5%	26+	before history	3.61%
VOO	VANGUARD 500 INDEX FUND	Added	38,315	+7,157	$26,315,125	+41.3%	2	unpriced	2.37%
JNJ	Johnson & Johnson Healthcare	Added	89,561	+312	$22,745,806	+4.3%	26+	before history	2.05%
ORCL	Oracle Corp Technology	Reduced	144,951	-3,662	$21,242,569	−2.8%	26+	before history	1.92%
V	Visa Inc. Financial Services	Reduced	59,084	-246	$20,271,129	+13.0%	26+	before history	1.83%
RTX	RTX Corp Industrials	Reduced	103,955	-1,189	$19,723,381	−2.8%	11	$84.28	1.78%
GOOGL	Alphabet Inc. Communication Services	Added	55,051	+536	$19,673,575	+25.5%	26+	before history	1.77%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	65,215	-678	$17,628,266	−13.9%	26+	before history	1.59%
ETN	Eaton Corp plc Industrials	Reduced	37,534	-331	$15,993,988	+18.1%	23	$160.31	1.44%
J	Jacobs Solutions Inc. Industrials	Reduced	115,626	-4,426	$14,568,876	−4.7%	16	unpriced	1.31%
XOM	ExxonMobil Holdings Corp Energy	Added	101,825	+356	$13,921,514	−19.1%	26+	before history	1.26%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	26,811	-389	$13,441,962	+0.5%	26+	before history	1.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	55,929	+237	$13,330,117	+14.9%	26+	before history	1.20%
TOL	Toll Brothers, Inc. Consumer Cyclical	Reduced	74,881	-710	$12,336,644	+19.6%	26+	before history	1.11%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	63,268	-2,994	$12,224,642	+8.2%	26+	before history	1.10%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	82,775	+3,227	$12,138,125	+5.6%	26+	before history	1.10%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	96,576	+6,287	$11,889,471	−16.3%	26+	before history	1.07%
PEP	Pepsico Inc Consumer Defensive	Reduced	85,116	-2,310	$11,524,705	−15.1%	26+	before history	1.04%
SCHW	Schwab Charles Corp Financial Services	Reduced	121,059	-2,731	$11,170,113	−4.0%	26+	before history	1.01%
KO	Coca Cola Co Consumer Defensive	Reduced	135,870	-4,492	$11,042,154	+3.4%	26+	before history	1.00%
NVS	Novartis AG Healthcare	Reduced	69,416	-2,115	$10,878,875	−0.4%	26+	before history	0.98%
META	Meta Platforms, Inc. Communication Services	Reduced	19,266	-365	$10,852,345	−3.4%	26+	before history	0.98%
DUK	Duke Energy CORP Utilities	Reduced	85,105	-2,999	$10,772,590	−6.6%	26+	before history	0.97%
NVDA	Nvidia Corp Technology	Added	53,310	+1,025	$10,666,797	+17.0%	26+	before history	0.96%
AON	Aon plc Financial Services	Reduced	31,789	-1,687	$10,544,092	−2.4%	24	$203.71	0.95%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	44,668	-1,521	$9,848,846	−9.8%	26+	before history	0.89%
ABBV	AbbVie Inc. Healthcare	Reduced	38,900	-423	$9,788,796	+14.5%	26+	before history	0.88%
PH	Parker-Hannifin Corp Industrials	Reduced	9,546	-213	$9,337,133	+6.9%	23	$446.67	0.84%
CVX	Chevron Corp Energy	Reduced	56,246	-519	$9,323,336	−20.6%	26+	before history	0.84%
NEE	Nextera Energy Inc Utilities	Added	103,394	+1,105	$9,074,891	−4.5%	26+	before history	0.82%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	9,661	-485	$9,037,575	−10.6%	26+	before history	0.82%
ADI	Analog Devices Inc Technology	Reduced	22,704	-290	$9,017,347	+23.3%	22	$183.72	0.81%
MCO	Moodys Corp Financial Services	Added	19,721	+1,724	$8,932,035	+13.8%	26+	before history	0.81%
LLY	ELI LILLY & Co Healthcare	Reduced	6,601	-80	$7,917,438	+28.8%	23	$456.62	0.71%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	245,374	-2,180	$7,780,809	+2.4%	2	$30.34	0.70%
VEU	Vanguard International Equity Index Funds	Reduced	89,898	-5,337	$7,528,957	+5.3%	2	$77.47	0.68%
OKE	Oneok Inc Energy	Reduced	84,507	-409	$7,347,038	−4.3%	26+	before history	0.66%
WMT	Walmart Inc. Consumer Defensive	Reduced	63,868	-1,106	$7,233,689	−10.4%	26+	before history	0.65%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	42,687	-7,625	$7,159,890	−32.2%	26+	before history	0.65%
UPS	United Parcel Service Inc Industrials	Reduced	66,063	-225	$7,101,772	+8.9%	24	$147.03	0.64%
APH	Amphenol Corp Technology	Added	39,481	+26,311	$6,961,289	+318.3%	6	$126.95	0.63%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	19,705	-785	$6,949,559	+3.1%	26+	before history	0.63%
SPY	Spdr S&P 500 ETF Trust	Added	9,072	+193	$6,774,697	+17.3%	2	$680.86	0.61%
CSCO	Cisco Systems, Inc. Technology	Reduced	56,524	-793	$6,639,309	+49.3%	26+	before history	0.60%
WM	Waste Management Inc Industrials	Added	29,555	+253	$6,587,218	−2.2%	23	$159.65	0.59%

Showing the top 50 of 222 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.