Tower Bridge Advisors

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 198Value: $895.0MLatest: 2025Q1

TOWER BRIDGE ADVISORS is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 198 holdings worth $0.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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MICROSOFT CORP

MSFT|594918104

Shares:156.6K

Value:$58.8M

% of Portfolio:6.6% ($58.8M/$895.0M)

Apple Inc.

AAPL|037833100

Shares:228.6K

Value:$50.8M

% of Portfolio:5.7% ($50.8M/$895.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:131.0K

Value:$32.1M

% of Portfolio:3.6% ($32.1M/$895.0M)

Alphabet Inc.

GOOG|02079K107

Shares:199.3K

Value:$31.1M

% of Portfolio:3.5% ($31.1M/$895.0M)

ORACLE CORP

ORCL|68389X105

Shares:185.4K

Value:$25.9M

% of Portfolio:2.9% ($25.9M/$895.0M)

Broadcom Inc.

AVGO|11135F101

Shares:142.9K

Value:$23.9M

% of Portfolio:2.7% ($23.9M/$895.0M)

VISA INC.

V|92826C839

Shares:62.5K

Value:$21.9M

% of Portfolio:2.4% ($21.9M/$895.0M)

MCDONALDS CORP

MCD|580135101

Shares:67.8K

Value:$21.2M

% of Portfolio:2.4% ($21.2M/$895.0M)

Accenture plc

ACN|G1151C101

Shares:63.5K

Value:$19.8M

% of Portfolio:2.2% ($19.8M/$895.0M)

Aon plc

AON|G0403H108

Shares:42.9K

Value:$17.1M

% of Portfolio:1.9% ($17.1M/$895.0M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:96.5K

Value:$16.0M

% of Portfolio:1.8% ($16.0M/$895.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:29.1K

Value:$15.2M

% of Portfolio:1.7% ($15.2M/$895.0M)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:123.3K

Value:$14.9M

% of Portfolio:1.7% ($14.9M/$895.0M)

PEPSICO INC

PEP|713448108

Shares:97.3K

Value:$14.6M

% of Portfolio:1.6% ($14.6M/$895.0M)

RTX Corp

RTX|75513E101

Shares:107.5K

Value:$14.2M

% of Portfolio:1.6% ($14.2M/$895.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:83.1K

Value:$14.2M

% of Portfolio:1.6% ($14.2M/$895.0M)

T-Mobile US, Inc.

TMUS|872590104

Shares:52.6K

Value:$14.0M

% of Portfolio:1.6% ($14.0M/$895.0M)

IQVIA HOLDINGS INC.

IQV|46266C105

Shares:72.1K

Value:$12.7M

% of Portfolio:1.4% ($12.7M/$895.0M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:25.2K

Value:$12.5M

% of Portfolio:1.4% ($12.5M/$895.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:101.7K

Value:$12.1M

% of Portfolio:1.4% ($12.1M/$895.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	156.6K	QoQ -2.63% (-4.2K) YoY -10.29% (-18.0K)	All Managers (Combined)	$58.8M	6.6% ($58.8M/$895.0M)	QoQ -13.28% (-$9.0M) YoY -19.96% (-$14.7M)
Apple Inc.(AAPLcusip037833100)	228.6K	QoQ -1.45% (-3.4K) YoY -12.10% (-31.5K)	All Managers (Combined)	$50.8M	5.7% ($50.8M/$895.0M)	QoQ -12.59% (-$7.3M) YoY +13.86% (-$6.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	131.0K	QoQ -0.40% (-530) YoY -2.28% (-3.1K)	All Managers (Combined)	$32.1M	3.6% ($32.1M/$895.0M)	QoQ +1.91% (-$605.1K) YoY +19.66% (-$5.3M)
Alphabet Inc.(GOOGcusip02079K107)	199.3K	QoQ -0.93% (-1.9K) YoY -7.38% (-15.9K)	All Managers (Combined)	$31.1M	3.5% ($31.1M/$895.0M)	QoQ -18.73% (-$7.2M) YoY -4.97% (-$1.6M)
ORACLE CORP(ORCLcusip68389X105)	185.4K	QoQ -2.55% (-4.9K) YoY -9.23% (-18.9K)	All Managers (Combined)	$25.9M	2.9% ($25.9M/$895.0M)	QoQ -18.24% (-$5.8M) YoY +1.02% (-$262.5K)
Broadcom Inc.(AVGOcusip11135F101)	142.9K	QoQ +0.03% (-55) YoY +908.17% (+128.7K)	All Managers (Combined)	$23.9M	2.7% ($23.9M/$895.0M)	QoQ -27.75% (-$9.2M) YoY +27.35% (+$5.1M)
VISA INC.(Vcusip92826C839)	62.5K	QoQ -3.60% (-2.3K) YoY -18.90% (-14.6K)	All Managers (Combined)	$21.9M	2.4% ($21.9M/$895.0M)	QoQ +6.89% (-$1.4M) YoY +1.84% (-$396.4K)
MCDONALDS CORP(MCDcusip580135101)	67.8K	QoQ -1.44% (-994) YoY -4.54% (-3.2K)	All Managers (Combined)	$21.2M	2.4% ($21.2M/$895.0M)	QoQ +6.19% (-$1.2M) YoY +5.75% (-$1.2M)
Accenture plc(ACNcusipG1151C101)	63.5K	QoQ -1.02% (-660) YoY -14.08% (-10.4K)	All Managers (Combined)	$19.8M	2.2% ($19.8M/$895.0M)	QoQ -12.21% (-$2.8M) YoY -22.65% (-$5.8M)
Aon plc(AONcusipG0403H108)	42.9K	QoQ -2.48% (-1.1K) YoY -11.00% (-5.3K)	All Managers (Combined)	$17.1M	1.9% ($17.1M/$895.0M)	QoQ +8.36% (-$1.3M) YoY +6.42% (-$1.0M)
JOHNSON & JOHNSON(JNJcusip478160104)	96.5K	QoQ -2.54% (-2.5K) YoY -12.52% (-13.8K)	All Managers (Combined)	$16.0M	1.8% ($16.0M/$895.0M)	QoQ +11.75% (-$1.7M) YoY -8.29% (-$1.4M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	29.1K	QoQ +1.53% (+441) YoY +11.60% (+3.0K)	All Managers (Combined)	$15.2M	1.7% ($15.2M/$895.0M)	QoQ +5.12% (+$743.2K) YoY +18.15% (+$2.3M)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	123.3K	QoQ -3.06% (-3.9K) YoY -10.44% (-14.4K)	All Managers (Combined)	$14.9M	1.7% ($14.9M/$895.0M)	QoQ -12.29% (-$2.1M) YoY -29.57% (-$6.3M)
PEPSICO INC(PEPcusip713448108)	97.3K	QoQ +1.72% (+1.6K) YoY -1.01% (-1.0K)	All Managers (Combined)	$14.6M	1.6% ($14.6M/$895.0M)	QoQ +0.30% (+$44.5K) YoY -15.19% (-$2.6M)
RTX Corp(RTXcusip75513E101)	107.5K	QoQ -1.37% (-1.5K) YoY +4.93% (+5.1K)	All Managers (Combined)	$14.2M	1.6% ($14.2M/$895.0M)	QoQ +12.88% (-$1.6M) YoY +42.51% (+$4.2M)
PROCTER & GAMBLE Co(PGcusip742718109)	83.1K	QoQ +4.50% (+3.6K) YoY -0.51% (-427)	All Managers (Combined)	$14.2M	1.6% ($14.2M/$895.0M)	QoQ +6.23% (+$831.1K) YoY +4.49% (-$609.6K)
T-Mobile US, Inc.(TMUScusip872590104)	52.6K	QoQ -0.75% (-402) YoY +13.06% (+6.1K)	All Managers (Combined)	$14.0M	1.6% ($14.0M/$895.0M)	QoQ +19.91% (-$2.3M) YoY +84.75% (+$6.4M)
IQVIA HOLDINGS INC.(IQVcusip46266C105)	72.1K	QoQ -2.68% (-2.0K) YoY -11.97% (-9.8K)	All Managers (Combined)	$12.7M	1.4% ($12.7M/$895.0M)	QoQ -12.69% (-$1.8M) YoY -38.63% (-$8.0M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	25.2K	QoQ -0.16% (-42) YoY -10.54% (-3.0K)	All Managers (Combined)	$12.5M	1.4% ($12.5M/$895.0M)	QoQ -4.50% (-$591.1K) YoY -23.40% (-$3.8M)
EXXON MOBIL CORP(XOMcusip30231G102)	101.7K	QoQ +0.17% (+176) YoY +146.21% (+60.4K)	All Managers (Combined)	$12.1M	1.4% ($12.1M/$895.0M)	QoQ +10.75% (+$1.2M) YoY +151.91% (+$7.3M)