Tower Bridge Advisors Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Tower Bridge Advisors disclosed 222 stock positions valued at approximately $1.11B as of quarter-end June 30, 2026. The largest holdings include Alphabet Inc. Class C, Apple Inc., and Microsoft Corporation.
- Report Period
- June 30, 2026
- No. of Stocks
- 222
- Portfolio Value
- $1.11B
Holdings by Sector
Tower Bridge Advisors Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Alphabet Inc. Class C | GOOG | Communication Services | 5.75% | 180,426 | -5,102 | -2.75% | $63,749,936 |
| Apple Inc. | AAPL | Technology | 5.41% | 207,214 | -6,932 | -3.24% | $59,959,299 |
| Microsoft Corporation | MSFT | Technology | 4.73% | 140,509 | -3,168 | -2.20% | $52,412,614 |
| Broadcom Inc. | AVGO | Technology | 4.42% | 129,671 | -3,616 | -2.71% | $48,983,220 |
| Lam Research Corporation | LRCX | Technology | 4.04% | 103,392 | -3,526 | -3.30% | $44,802,665 |
| JPMorgan Chase & Co. | JPM | Financial Services | 3.61% | 122,394 | -3,137 | -2.50% | $40,063,326 |
| Vanguard S&P 500 ETF | VOO | Other | 2.37% | 38,315 | +7,157 | +22.97% | $26,315,125 |
| Johnson & Johnson | JNJ | Healthcare | 2.05% | 89,561 | +312 | +0.35% | $22,745,816 |
| Oracle Corporation | ORCL | Technology | 1.92% | 144,951 | -3,662 | -2.46% | $21,242,607 |
| Visa Inc. Class A | V | Financial Services | 1.83% | 59,084 | -246 | -0.41% | $20,271,130 |
| RTX Corporation | RTX | Industrials | 1.78% | 103,955 | -1,189 | -1.13% | $19,723,405 |
| Alphabet Inc. Class A | GOOGL | Communication Services | 1.77% | 55,051 | +536 | +0.98% | $19,673,576 |
| McDonald's Corporation | MCD | Consumer Cyclical | 1.59% | 65,215 | -678 | -1.03% | $17,628,243 |
| Eaton Corp. Plc | ETN | Industrials | 1.44% | 37,534 | -331 | -0.87% | $15,993,988 |
| Jacobs Solutions Inc. | J | Industrials | 1.31% | 115,626 | -4,426 | -3.69% | $14,568,876 |
| Exxon Mobil Corporation | XOM | Energy | 1.26% | 101,825 | +356 | +0.35% | $13,921,506 |
| Thermo Fisher Scientific Inc. | TMO | Healthcare | 1.21% | 26,811 | -389 | -1.43% | $13,442,203 |
| Amazon.com, Inc. | AMZN | Consumer Cyclical | 1.20% | 55,929 | +237 | +0.43% | $13,330,118 |
| Toll Brothers, Inc. | TOL | Consumer Cyclical | 1.11% | 74,881 | -710 | -0.94% | $12,336,645 |
| IQVIA Holdings Inc | IQV | Healthcare | 1.10% | 63,268 | -2,994 | -4.52% | $12,224,643 |
| Procter & Gamble Company | PG | Consumer Defensive | 1.10% | 82,775 | +3,227 | +4.06% | $12,138,158 |
| Intercontinental Exchange, Inc. | ICE | Financial Services | 1.07% | 96,576 | +6,287 | +6.96% | $11,889,450 |
| PepsiCo, Inc. | PEP | Consumer Defensive | 1.04% | 85,116 | -2,310 | -2.64% | $11,524,728 |
| Charles Schwab Corp | SCHW | Financial Services | 1.01% | 121,059 | -2,731 | -2.21% | $11,170,114 |
| Coca-Cola Company | KO | Consumer Defensive | 1.00% | 135,870 | -4,492 | -3.20% | $11,042,140 |
| Novartis AG | NVS | Healthcare | 0.98% | 69,416 | -2,115 | -2.96% | $10,878,876 |
| Meta Platforms Inc Class A | META | Communication Services | 0.98% | 19,266 | -365 | -1.86% | $10,852,345 |
| Duke Energy Corporation | DUK | Utilities | 0.97% | 85,105 | -2,999 | -3.40% | $10,772,558 |
| NVIDIA Corporation | NVDA | Technology | 0.96% | 53,310 | +1,025 | +1.96% | $10,666,798 |
| Aon Plc Class A | AON | Financial Services | 0.95% | 31,789 | -1,687 | -5.04% | $10,544,094 |
Showing 30 of 222 holdings in the latest reporting period.