Tower-Bridge-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 198
Total Value: 894983179
Accession Number: 0001278249-25-000002
Form Type: 13F-HR
CIK: tower-bridge-advisors
Manager Name: Tower-Bridge-Advisors

Data Enrichment

81% identified

161 identified37 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

198 positions • $895.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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LOWES COMPANIES INC

LOW|548661107

Shares:48.7K

Value:$11.4M

% of Portfolio:1.3% ($11.4M/$895.0M)

BECTON DICKINSON & CO

BDX|075887109

Shares:49.4K

Value:$11.3M

% of Portfolio:1.3% ($11.3M/$895.0M)

COCA COLA CO

KO|191216100

Shares:156.7K

Value:$11.2M

% of Portfolio:1.3% ($11.2M/$895.0M)

Meta Platforms, Inc.

META|30303M102

Shares:19.2K

Value:$11.1M

% of Portfolio:1.2% ($11.1M/$895.0M)

LAM RESEARCH CORP

LRCX|512807306

Shares:141.4K

Value:$10.3M

% of Portfolio:1.1% ($10.3M/$895.0M)

CHEVRON CORP

CVX|166764100

Shares:59.3K

Value:$9.9M

% of Portfolio:1.1% ($9.9M/$895.0M)

Eaton Corp plc

ETN|G29183103

Shares:36.0K

Value:$9.8M

% of Portfolio:1.1% ($9.8M/$895.0M)

DANAHER CORP /DE/

DHR|235851102

Shares:46.6K

Value:$9.6M

% of Portfolio:1.1% ($9.6M/$895.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:9.8K

Value:$9.2M

% of Portfolio:1.0% ($9.2M/$895.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:59.3K

Value:$9.2M

% of Portfolio:1.0% ($9.2M/$895.0M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:116.1K

Value:$9.1M

% of Portfolio:1.0% ($9.1M/$895.0M)

NOVARTIS AG

NVS|66987V109

Shares:77.9K

Value:$8.7M

% of Portfolio:1.0% ($8.7M/$895.0M)

Toll Brothers, Inc.

TOL|889478103

Shares:81.8K

Value:$8.6M

% of Portfolio:1.0% ($8.6M/$895.0M)

AMAZON COM INC

AMZN|023135106

Shares:45.1K

Value:$8.6M

% of Portfolio:1.0% ($8.6M/$895.0M)

WATSCO INC

WSO|942622200

Shares:16.7K

Value:$8.5M

% of Portfolio:1.0% ($8.5M/$895.0M)

ONEOK INC /NEW/

OKE|682680103

Shares:84.8K

Value:$8.4M

% of Portfolio:0.9% ($8.4M/$895.0M)

MOODYS CORP /DE/

MCO|615369105

Shares:18.0K

Value:$8.4M

% of Portfolio:0.9% ($8.4M/$895.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:40.0K

Value:$8.4M

% of Portfolio:0.9% ($8.4M/$895.0M)

HOME DEPOT, INC.

HD|437076102

Shares:21.9K

Value:$8.0M

% of Portfolio:0.9% ($8.0M/$895.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:13.6K

Value:$7.3M

% of Portfolio:0.8% ($7.3M/$895.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LOWES COMPANIES INC(LOWcusip548661107)	48.7K	QoQ -1.33% (-660) YoY -15.53% (-9.0K)	All Managers (Combined)	$11.4M	1.3% ($11.4M/$895.0M)	QoQ -6.76% (-$823.9K) YoY -22.65% (-$3.3M)
BECTON DICKINSON & CO(BDXcusip075887109)	49.4K	QoQ -8.46% (-4.6K) YoY -24.03% (-15.6K)	All Managers (Combined)	$11.3M	1.3% ($11.3M/$895.0M)	QoQ -7.58% (-$928.8K) YoY -29.67% (-$4.8M)
COCA COLA CO(KOcusip191216100)	156.7K	QoQ -1.54% (-2.5K) YoY -7.42% (-12.6K)	All Managers (Combined)	$11.2M	1.3% ($11.2M/$895.0M)	QoQ +13.25% (-$1.3M) YoY +8.36% (-$866.3K)
Meta Platforms, Inc.(METAcusip30303M102)	19.2K	QoQ +0.38% (-73) YoY -0.06% (-13)	All Managers (Combined)	$11.1M	1.2% ($11.1M/$895.0M)	QoQ -1.18% (-$133.1K) YoY +18.61% (-$1.7M)
LAM RESEARCH CORP(LRCXcusip512807306)	141.4K	QoQ +262.18% (+102.4K) YoY NEW(+141.4K)	All Managers (Combined)	$10.3M	1.1% ($10.3M/$895.0M)	QoQ +264.53% (+$7.5M) YoY NEW(+$10.3M)
CHEVRON CORP(CVXcusip166764100)	59.3K	QoQ +0.10% (+63) YoY -8.83% (-5.7K)	All Managers (Combined)	$9.9M	1.1% ($9.9M/$895.0M)	QoQ +15.62% (+$1.3M) YoY -3.31% (-$340.1K)
Eaton Corp plc(ETNcusipG29183103)	36.0K	QoQ +6.39% (-2.2K) YoY +7.52% (-2.5K)	All Managers (Combined)	$9.8M	1.1% ($9.8M/$895.0M)	QoQ -12.85% (-$1.4M) YoY -6.52% (-$683.9K)
DANAHER CORP /DE/(DHRcusip235851102)	46.6K	QoQ -3.82% (-1.9K) YoY -13.38% (-7.2K)	All Managers (Combined)	$9.6M	1.1% ($9.6M/$895.0M)	QoQ -14.11% (-$1.6M) YoY -28.89% (-$3.9M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	9.8K	QoQ -1.09% (-108) YoY -9.67% (-1.0K)	All Managers (Combined)	$9.2M	1.0% ($9.2M/$895.0M)	QoQ +2.09% (-$189.2K) YoY +16.60% (-$1.3M)
Alphabet Inc.(GOOGLcusip02079K305)	59.3K	QoQ -4.74% (-3.0K) YoY -20.73% (-15.5K)	All Managers (Combined)	$9.2M	1.0% ($9.2M/$895.0M)	QoQ -22.18% (-$2.6M) YoY -18.78% (-$2.1M)
SCHWAB CHARLES CORP(SCHWcusip808513105)	116.1K	QoQ -4.46% (-5.4K) YoY -23.53% (-35.7K)	All Managers (Combined)	$9.1M	1.0% ($9.1M/$895.0M)	QoQ +1.04% (-$94.3K) YoY -17.25% (-$1.9M)
NOVARTIS AG(NVScusip66987V109)	77.9K	QoQ -1.72% (-1.4K) YoY -8.27% (-7.0K)	All Managers (Combined)	$8.7M	1.0% ($8.7M/$895.0M)	QoQ +12.58% (-$971.2K) YoY +5.70% (-$469.2K)
Toll Brothers, Inc.(TOLcusip889478103)	81.8K	QoQ -1.60% (-1.3K) YoY -10.04% (-9.1K)	All Managers (Combined)	$8.6M	1.0% ($8.6M/$895.0M)	QoQ -17.51% (-$1.8M) YoY -26.57% (-$3.1M)
AMAZON COM INC(AMZNcusip023135106)	45.1K	QoQ +8.14% (-3.4K) YoY +9.12% (+3.8K)	All Managers (Combined)	$8.6M	1.0% ($8.6M/$895.0M)	QoQ -6.21% (-$567.8K) YoY +15.09% (+$1.1M)
WATSCO INC(WSOcusip942622200)	16.7K	QoQ -2.14% (-367) YoY -5.69% (-1.0K)	All Managers (Combined)	$8.5M	1.0% ($8.5M/$895.0M)	QoQ +4.96% (-$401.8K) YoY +10.97% (-$840.6K)
ONEOK INC /NEW/(OKEcusip682680103)	84.8K	QoQ +0.89% (-756) YoY +6.93% (+5.5K)	All Managers (Combined)	$8.4M	0.9% ($8.4M/$895.0M)	QoQ -0.28% (-$24.2K) YoY +32.34% (+$2.1M)
MOODYS CORP /DE/(MCOcusip615369105)	18.0K	QoQ -4.18% (-786) YoY -16.69% (-3.6K)	All Managers (Combined)	$8.4M	0.9% ($8.4M/$895.0M)	QoQ -5.73% (-$510.2K) YoY -1.29% (-$110.2K)
AbbVie Inc.(ABBVcusip00287Y109)	40.0K	QoQ -0.24% (-100) YoY +4.92% (+1.9K)	All Managers (Combined)	$8.4M	0.9% ($8.4M/$895.0M)	QoQ +17.61% (-$1.3M) YoY +20.71% (+$1.4M)
HOME DEPOT, INC.(HDcusip437076102)	21.9K	QoQ -3.05% (-688) YoY -5.28% (-1.2K)	All Managers (Combined)	$8.0M	0.9% ($8.0M/$895.0M)	QoQ -8.65% (-$759.8K) YoY -9.50% (-$841.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	13.6K	QoQ -2.36% (-330) YoY -5.74% (-830)	All Managers (Combined)	$7.3M	0.8% ($7.3M/$895.0M)	QoQ +14.71% (-$931.0K) YoY +19.37% (-$1.2M)