TOWER BRIDGE ADVISORS
Sector Allocation
- Technology34.8%$386.2M
- Financials15.1%$167.5M
- Industrials11.1%$122.9M
- Healthcare10.2%$112.8M
- Other8.8%$97.2M
- Consumer Staples5.6%$62.3M
- Consumer Discretionary5.1%$56.3M
- Energy4.0%$44.7M
- Utilities2.7%$29.6M
- Materials1.2%$13.4M
AUM History
13fpro.ai/research/fund/tower-bridge-advisors-1278249
Conviction and streaks
Concentrating · top 10 = 36.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
GOOG
$63.7MAAPL
$60.0MMSFT
$52.4MAVGO
$49.0MLRCX
$44.8MJPM
$40.1M- Vanguard$26.3M
JNJ
$22.7MORCL
$21.2MV
$20.3MRTX
$19.7MGOOGL
$19.7MMCD
$17.6METN
$16.0MJ
$14.6MXOM.R34088
$13.9MTMO
$13.4MAMZN
$13.3MTOL
$12.3MIQV
$12.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/tower-bridge-advisors-1278249
TOWER BRIDGE ADVISORS 13F holdings — Q2 2026
$1.1B portfolio (+7.0% QoQ) · 222 holdings · Q2 2026 13F · top 10 are 36% of the stock portfolio
$63.7M
5.8% of stocks
-3%This quarter-8.2%Since filed10+ qtrsHeld$60.0M
5.4% of stocks
-3%This quarter+13.8%Since filed10+ qtrsHeld$52.4M
4.7% of stocks
-2%This quarter+8.2%Since filed10+ qtrsHeld$49.0M
4.4% of stocks
-3%This quarter-20.9%Since filed10+ qtrsHeld$44.8M
4.0% of stocks
-3%This quarter-27.2%Since filed7 qtrsHeld$40.1M
3.6% of stocks
-2%This quarter-8.5%Since filed10+ qtrsHeld- 7
Vanguard S&P 500 ETF - ETF
$26.3M
2.4% of stocks
+23%This quarter—Since filed—HeldAIQuality—Est. buy— $22.7M
2.0% of stocks
+0.3%This quarter+2.1%Since filed10+ qtrsHeld$21.2M
1.9% of stocks
-2%This quarter-17.8%Since filed10+ qtrsHeld$20.3M
1.8% of stocks
-0.4%This quarter+12.4%Since filed10+ qtrsHeld
All holdings — TOWER BRIDGE ADVISORS (Q2 2026)
222 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | RTX Corp | Industrials | $19.7M | 1.8% | 104K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Alphabet Inc. | Technology | $19.7M | 1.8% | 55K | +1.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | MCDONALDS CORP | Consumer Discretionary | $17.6M | 1.6% | 65K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Eaton Corp plc | Industrials | $16.0M | 1.4% | 38K | -0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JACOBS SOLUTIONS INC. | Industrials | $14.6M | 1.3% | 116K | -4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | EXXON MOBIL CORP | Energy | $13.9M | 1.3% | 102K | +0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $13.4M | 1.2% | 27K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | AMAZON COM INC | Consumer Discretionary | $13.3M | 1.2% | 56K | +0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Toll Brothers, Inc. | Industrials | $12.3M | 1.1% | 75K | -0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | IQVIA HOLDINGS INC. | Healthcare | $12.2M | 1.1% | 63K | -5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | PROCTER & GAMBLE Co | Consumer Staples | $12.1M | 1.1% | 83K | +4% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Intercontinental Exchange, Inc. | Financials | $11.9M | 1.1% | 97K | +7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | PEPSICO INC | Consumer Staples | $11.5M | 1.0% | 85K | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | SCHWAB CHARLES CORP | Financials | $11.2M | 1.0% | 121K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | COCA COLA CO | Consumer Staples | $11.0M | 1.0% | 136K | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $NVS | NOVARTIS AG | Healthcare | $10.9M | 1.0% | 69K | -3% | |||
| 27 | $META | Meta Platforms, Inc. | Technology | $10.9M | 1.0% | 19K | -2% | |||
| 28 | $DUK | Duke Energy CORP | Utilities | $10.8M | 1.0% | 85K | -3% | |||
| 29 | $NVDA | NVIDIA CORP | Technology | $10.7M | 1.0% | 53K | +2% | |||
| 30 | $AON | Aon plc | Financials | $10.5M | 0.9% | 32K | -5% | |||
| 31 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $9.8M | 0.9% | 45K | -3% | |||
| 32 | $ABBV | AbbVie Inc. | Healthcare | $9.8M | 0.9% | 39K | -1% | |||
| 33 | $PH | Parker-Hannifin Corp | Industrials | $9.3M | 0.8% | 9,546 | -2% | |||
| 34 | $CVX | CHEVRON CORP | Energy | $9.3M | 0.8% | 56K | -0.9% | |||
| 35 | $NEE | NEXTERA ENERGY INC | Utilities | $9.1M | 0.8% | 103K | +1% | |||
| 36 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $9.0M | 0.8% | 9,661 | -5% | |||
| 37 | $ADI | ANALOG DEVICES INC | Technology | $9.0M | 0.8% | 23K | -1% | |||
| 38 | $MCO | MOODYS CORP /DE/ | Financials | $8.9M | 0.8% | 20K | +10% | |||
| 39 | $LLY | ELI LILLY & Co | Healthcare | $7.9M | 0.7% | 6,601 | -1% | |||
| 40 | — | Schwab US Dividend Equity ETF - ETF | — | $7.8M | 0.7% | 245K | -0.9% | |||
| 41 | — | Vanguard FTSE All-World ex-US Index Fund - ETF | — | $7.5M | 0.7% | 90K | -6% | |||
| 42 | $OKE | ONEOK INC /NEW/ | Energy | $7.3M | 0.7% | 85K | -0.5% | |||
| 43 | $WMT | Walmart Inc. | Consumer Staples | $7.2M | 0.7% | 64K | -2% | |||
| 44 | $TMUS | T-Mobile US, Inc. | Communication Services | $7.2M | 0.7% | 43K | -15% | |||
| 45 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $7.1M | 0.6% | 66K | -0.3% | |||
| 46 | $APH | AMPHENOL CORP /DE/ | Technology | $7.0M | 0.6% | 39K | +200% | |||
| 47 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $6.9M | 0.6% | 20K | -4% | |||
| 48 | $SPY | SPDR S&P 500 ETF TRUST | — | $6.8M | 0.6% | 9,072 | +2% | |||
| 49 | $CSCO | CISCO SYSTEMS, INC. | Technology | $6.6M | 0.6% | 57K | -1% | |||
| 50 | $WM | WASTE MANAGEMENT INC | Utilities | $6.6M | 0.6% | 30K | +0.9% | |||
| 51 | $WSO | WATSCO INC | Consumer Discretionary | $6.5M | 0.6% | 16K | -3% | |||
| 52 | $DHR | DANAHER CORP /DE/ | Healthcare | $6.3M | 0.6% | 33K | -11% | |||
| 53 | $ACN | Accenture plc | Technology | $6.2M | 0.6% | 50K | -14% | |||
| 54 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $6.1M | 0.6% | 21K | -2% | |||
| 55 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $6.1M | 0.6% | 12K | -2% | |||
| 56 | $AXP | AMERICAN EXPRESS CO | Financials | $6.0M | 0.5% | 18K | +3% | |||
| 57 | $UNP | UNION PACIFIC CORP | Industrials | $5.9M | 0.5% | 22K | +2% | |||
| 58 | — | Vanguard Mid-Cap ETF - ETF | — | $5.8M | 0.5% | 72K | +283% | |||
| 59 | $AMGN | AMGEN INC | Healthcare | $5.5M | 0.5% | 15K | -0.5% | |||
| 60 | $CME | CME GROUP INC. | Financials | $5.4M | 0.5% | 24K | -3% | |||
| 61 | $LIN | LINDE PLC | Materials | $5.4M | 0.5% | 10K | -2% | |||
| 62 | $BDX | BECTON DICKINSON & CO | Healthcare | $5.3M | 0.5% | 35K | -7% | |||
| 63 | $LEN | LENNAR CORP /NEW/ | Industrials | $5.0M | 0.5% | 55K | -1% | |||
| 64 | $TPL | Texas Pacific Land Corp | Financials | $4.8M | 0.4% | 11K | — | |||
| 65 | $DE | DEERE & CO | Industrials | $4.6M | 0.4% | 7,284 | — | |||
| 66 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $4.6M | 0.4% | 124K | -4% | |||
| 67 | $MRK | Merck & Co., Inc. | Healthcare | $4.5M | 0.4% | 35K | -1% | |||
| 68 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $4.5M | 0.4% | 14K | — | |||
| 69 | $ABT | ABBOTT LABORATORIES | Healthcare | $4.4M | 0.4% | 49K | -2% | |||
| 70 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $4.3M | 0.4% | 76K | -1% | |||
| 71 | $CAT | CATERPILLAR INC | Industrials | $4.2M | 0.4% | 3,983 | -0.4% | |||
| 72 | $APD | Air Products & Chemicals, Inc. | Materials | $4.2M | 0.4% | 14K | -0.3% | |||
| 73 | $ENB | ENBRIDGE INC | Energy | $3.9M | 0.3% | 72K | -0.7% | |||
| 74 | $CSX | CSX CORP | Industrials | $3.8M | 0.3% | 79K | +0.0% | |||
| 75 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $3.7M | 0.3% | 17K | -51% | |||
| 76 | $HONA | Honeywell Aerospace Inc. | Industrials | $3.7M | 0.3% | 17K | New | |||
| 77 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $3.7M | 0.3% | 15K | +0.9% | |||
| 78 | $LMT | LOCKHEED MARTIN CORP | Industrials | $3.5M | 0.3% | 6,952 | +0.5% | |||
| 79 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $3.4M | 0.3% | 7,332 | -0.9% | |||
| 80 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $3.3M | 0.3% | 57K | -3% | |||
| 81 | $BRO | BROWN & BROWN, INC. | Financials | $3.2M | 0.3% | 51K | -18% | |||
| 82 | $SPGI | S&P Global Inc. | Financials | $3.2M | 0.3% | 7,863 | -8% | |||
| 83 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $3.1M | 0.3% | 37K | -9% | |||
| 84 | $IVZ | Invesco Ltd. | Financials | $3.1M | 0.3% | 14K | +5% | |||
| 85 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.9M | 0.3% | 10K | +3% | |||
| 86 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $2.8M | 0.3% | 13K | -0.0% | |||
| 87 | — | Vanguard Dividend Appreciation ETF - ETF | — | $2.8M | 0.3% | 12K | -5% | |||
| 88 | $MDT | Medtronic plc | Healthcare | $2.6M | 0.2% | 34K | -10% | |||
| 89 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $2.6M | 0.2% | 8,338 | — | |||
| 90 | $PM | Philip Morris International Inc. | Consumer Staples | $2.6M | 0.2% | 14K | +24% | |||
| 91 | — | Schwab U.S. Mid-Cap ETF - ETF | — | $2.5M | 0.2% | 68K | -3% | |||
| 92 | $QCOM | QUALCOMM INC/DE | Technology | $2.5M | 0.2% | 13K | -9% | |||
| 93 | — | iShares Core S&P 500 ETF - ETF | — | $2.4M | 0.2% | 3,266 | — | |||
| 94 | $TT | Trane Technologies plc | Technology | $2.4M | 0.2% | 4,883 | +23% | |||
| 95 | — | Vanguard Small-Cap ETF - ETF | — | $2.3M | 0.2% | 7,730 | +0.6% | |||
| 96 | — | Vanguard Total Stock Market ETF - ETF | — | $2.3M | 0.2% | 6,270 | +47% | |||
| 97 | $LDOS | Leidos Holdings, Inc. | Technology | $2.1M | 0.2% | 20K | -0.2% | |||
| 98 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.1M | 0.2% | 2,841 | -9% | |||
| 99 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $2.0M | 0.2% | 22K | -4% | |||
| 100 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.0M | 0.2% | 2,674 | +17% | |||
| 101 | — | iShares Russell 1000 Value ETF - ETF | — | $1.9M | 0.2% | 8,000 | +78% | |||
| 102 | — | Vanguard FTSE Developed Markets ETF - ETF | — | $1.9M | 0.2% | 27K | — | |||
| 103 | $AFL | AFLAC INC | Financials | $1.8M | 0.2% | 16K | — | |||
| 104 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $1.8M | 0.2% | 2,516 | — | |||
| 105 | $SO | SOUTHERN CO | Utilities | $1.7M | 0.1% | 18K | +3% | |||
| 106 | — | State Street SPDR S&P Biotech ETF - ETF | — | $1.7M | 0.1% | 11K | +53% | |||
| 107 | — | iShares Core S&P Mid-Cap ETF - ETF | — | $1.6M | 0.1% | 21K | +132% | |||
| 108 | — | Vanguard High Dividend Yield Index ETF - ETF | — | $1.6M | 0.1% | 10K | New | |||
| 109 | $WAT | WATERS CORP /DE/ | Healthcare | $1.6M | 0.1% | 4,229 | -11% | |||
| 110 | — | iShares Russell Midcap ETF - ETF | — | $1.6M | 0.1% | 14K | -14% | |||
| 111 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.5M | 0.1% | 27K | +0.3% | |||
| 112 | $PSX | Phillips 66 | Energy | $1.5M | 0.1% | 8,897 | -4% | |||
| 113 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.5M | 0.1% | 6,704 | +25% | |||
| 114 | $MPC | Marathon Petroleum Corp | Energy | $1.5M | 0.1% | 5,800 | +0.4% | |||
| 115 | $CELH | Celsius Holdings, Inc. | Consumer Staples | $1.5M | 0.1% | 50K | New | |||
| 116 | $VMC | Vulcan Materials CO | Materials | $1.5M | 0.1% | 4,936 | — | |||
| 117 | $CDW | CDW Corp | Consumer Discretionary | $1.3M | 0.1% | 9,195 | -18% | |||
| 118 | $ALL | ALLSTATE CORP | Financials | $1.3M | 0.1% | 5,362 | -7% | |||
| 119 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $1.2M | 0.1% | 8,059 | — | |||
| 120 | $GE | GENERAL ELECTRIC CO | Industrials | $1.2M | 0.1% | 3,144 | -26% | |||
| 121 | — | Vanguard FTSE Emerging Markets ETF - ETF | — | $1.2M | 0.1% | 19K | +0.5% | |||
| 122 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.1M | 0.1% | 1,115 | +1% | |||
| 123 | $FANG | Diamondback Energy, Inc. | Energy | $1.1M | 0.1% | 6,267 | -8% | |||
| 124 | — | Schwab Emerging Markets Equity ETF - ETF | — | $1.1M | 0.1% | 30K | +0.0% | |||
| 125 | — | iShares Core S&P Small Cap ETF - ETF | — | $1.1M | 0.1% | 7,147 | +160% | |||
| 126 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.0M | 0.1% | 2,447 | +8% | |||
| 127 | $FDX | FEDEX CORP | Industrials | $1.0M | 0.1% | 3,242 | +17% | |||
| 128 | $NXPI | NXP Semiconductors N.V. | Technology | $1.0M | 0.1% | 3,605 | -17% | |||
| 129 | $WELL | WELLTOWER INC. | Real Estate | $1.0M | 0.1% | 4,425 | — | |||
| 130 | — | Vanguard Russell 1000 Value ETF - ETF | — | $1.0M | 0.1% | 9,407 | -2% | |||
| 131 | $EMR | EMERSON ELECTRIC CO | Industrials | $974K | 0.1% | 6,807 | — | |||
| 132 | $GEV | GE Vernova Inc. | Industrials | $950K | 0.1% | 809 | -27% | |||
| 133 | $PFE | PFIZER INC | Healthcare | $946K | 0.1% | 39K | -4% | |||
| 134 | $BLK | BlackRock, Inc. | Financials | $938K | 0.1% | 976 | -3% | |||
| 135 | — | iShares MSCI USA Quality Factor ETF - ETF | — | $896K | 0.1% | 4,085 | +5% | |||
| 136 | $CI | Cigna Group | Healthcare | $892K | 0.1% | 3,234 | +19% | |||
| 137 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $889K | 0.1% | 12K | +10% | |||
| 138 | $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | Financials | $876K | 0.1% | 7,614 | — | |||
| 139 | $NFLX | NETFLIX INC | Communication Services | $868K | 0.1% | 12K | -3% | |||
| 140 | $META | Meta Platforms, Inc. | Technology | $844K | 0.1% | 11K | -3% | |||
| 141 | — | iShares TIPS Bond ETF - ETF | — | $818K | 0.1% | 7,478 | -1% | |||
| 142 | — | Vanguard Large-Cap ETF - ETF | — | $814K | 0.1% | 2,368 | — | |||
| 143 | — | iShares Russell Top 200 Growth ETF - ETF | — | $814K | 0.1% | 2,800 | -3% | |||
| 144 | $CRM | Salesforce, Inc. | Technology | $779K | 0.1% | 4,972 | New | |||
| 145 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.1% | 1 | — | |||
| 146 | — | VanEck Semiconductor ETF - ETF | — | $738K | 0.1% | 1,125 | -9% | |||
| 147 | $PLD | Prologis, Inc. | Real Estate | $738K | 0.1% | 5,445 | -4% | |||
| 148 | $CARR | CARRIER GLOBAL Corp | Industrials | $726K | 0.1% | 9,904 | -4% | |||
| 149 | $MRP | Millrose Properties, Inc. | Real Estate | $693K | 0.1% | 23K | -0.5% | |||
| 150 | $AMTM | Amentum Holdings, Inc. | Industrials | $688K | 0.1% | 33K | -7% |
What changed in Q2 2026
Against the previous quarter's 13F: 15 new, 53 added to, 114 trimmed, 14 sold out. Share-count changes; largest moves by dollar size first.
New positions (15)
$HONAHoneywell Aerospace Inc.$3.7M
first bought this quarter
- Vanguard High Dividend Yield Index ETF - ETF$1.6M
first bought this quarter
$CELHCelsius Holdings, Inc.$1.5M
first bought this quarter
$CRMSalesforce, Inc.$779K
first bought this quarter
$INTCINTEL CORP$503K
first bought this quarter
- iShares MSCI EAFE ETF - ETF$499K
first bought this quarter
+9 more in the Excel export
Added to (53)
- Vanguard S&P 500 ETF - ETF+23%
now $26.3M
$APHAMPHENOL CORP /DE/+200%
now $7.0M · held 6 qtrs, 3 adds in a row
- Vanguard Mid-Cap ETF - ETF+283%
now $5.8M
- iShares Core S&P Mid-Cap ETF - ETF+132%
now $1.6M
- iShares Russell 1000 Value ETF - ETF+78%
now $1.9M
$MCOMOODYS CORP /DE/+10%
now $8.9M · held 10+ qtrs, 2 adds in a row
+47 more in the Excel export
Trimmed (114)
$HONHONEYWELL INTERNATIONAL INC-51%
now $3.7M · held 10+ qtrs
now $60.0M · held 10+ qtrs
now $63.7M · held 10+ qtrs
now $44.8M · held 7 qtrs, 5 trims in a row
now $49.0M · held 10+ qtrs
$TMUST-Mobile US, Inc.-15%
now $7.2M · held 10+ qtrs
+108 more in the Excel export
Holdings by quarter
Every 13F TOWER BRIDGE ADVISORS has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow TOWER BRIDGE ADVISORS?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of TOWER BRIDGE ADVISORS's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-5.5%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 18% over the last 4
Top 10 weight
36%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
TOWER BRIDGE ADVISORS disclosed 222 positions worth $1.1B in its Form 13F-HR for Q2 2026, led by $GOOG (Alphabet Inc.) at 5.8% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 15 new positions and exited 14 — including a new stake in $HONA and a full exit from $NI. The portfolio is most concentrated in Technology (34.8% of disclosed assets). All figures are sourced directly from TOWER BRIDGE ADVISORS’s Form 13F-HR filing with the SEC under CIK 1278249.
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AI-Powered Hedge Fund Analysis: TOWER BRIDGE ADVISORS
13F Pro is an AI hedge fund tracker and stock research platform. For TOWER BRIDGE ADVISORS (SEC CIK: 1278249), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in TOWER BRIDGE ADVISORS's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.