Investor
TOWER BRIDGE ADVISORS
CIK 0001278249 · filed 2026-05-12 · SEC filing
13F book
$1.04B
Positions
221
59 new · 27 sold
Largest name
5.2%
Apple Inc. · AAPL
Est. mark
−$33.3M
Price effect on 162 names still held. Flow $78.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 214.1K | $54.3M | 5.2% | −$3.81M | Added−$2.9M |
| Alphabet Inc | — | 185.5K | $53.2M | 5.1% | −$5M | Cut−$5.5M |
| Microsoft Corp | MSFT | 143.7K | $53.2M | 5.1% | −$16.1M | Added−$15.4M |
| Broadcom Inc. | AVGO | 133.3K | $41.3M | 4.0% | −$4.88M | Cut−$5.08M |
| Jpmorgan Chase & Co. | — | 125.5K | $36.9M | 3.6% | −$3.48M | Added−$3.04M |
| Lam Research Corp | LRCX | 106.9K | $22.8M | 2.2% | $4.54M | Cut−$46.2K |
| Oracle Corp | — | 148.6K | $21.9M | 2.1% | −$7.08M | Added−$7.01M |
| Johnson & Johnson | JNJ | 89.2K | $21.8M | 2.1% | $3.29M | Added$3.64M |
| Mcdonalds Corp | MCD | 65.9K | $20.5M | 2.0% | $336.8K | Added$539.1K |
| RTX Corp | RTX | 105.1K | $20.3M | 2.0% | $974.5K | Added$1.47M |
| Vanguard Index Fds | — | 31.2K | $18.6M | 1.8% | — | New |
| Visa Inc. | V | 59.3K | $17.9M | 1.7% | −$2.88M | Cut−$2.93M |
| Exxon Mobil Corp | — | 101.5K | $17.2M | 1.7% | $4.88M | Added$5.32M |
| Alphabet Inc | — | 54.5K | $15.7M | 1.5% | −$1.39M | Cut−$1.54M |
| Jacobs Solutions Inc. | J | 120.1K | $15.3M | 1.5% | −$611.9K | Added−$367K |
| Intercontinental Exchange In | — | 90.3K | $14.2M | 1.4% | −$419.5K | Added−$313.3K |
| Pepsico Inc | PEP | 87.4K | $13.6M | 1.3% | $1M | Added$1.38M |
| Eaton Corp Plc | ETN | 37.9K | $13.5M | 1.3% | $1.46M | Added$1.68M |
| Thermo Fisher Scientific Inc. | TMO | 27.2K | $13.4M | 1.3% | −$2.3M | Added−$1.77M |
| Chevron Corp New | CVX | 56.8K | $11.7M | 1.1% | $2.96M | Added$3.46M |
| Schwab Charles Corp | — | 123.8K | $11.6M | 1.1% | −$707.4K | Added−$284K |
| Amazon Com Inc | AMZN | 55.7K | $11.6M | 1.1% | −$1.14M | Added−$118.8K |
| Duke Energy Corp New | — | 88.1K | $11.5M | 1.1% | $1.07M | Added$2.39M |
| Procter And Gamble Co | PG | 79.5K | $11.5M | 1.1% | $88.9K | Added$225.6K |
| Accenture Plc Ireland | — | 57.6K | $11.4M | 1.1% | −$4.03M | Cut−$4.05M |
| Iqvia Hldgs Inc | — | 66.3K | $11.3M | 1.1% | −$3.62M | Added−$3.57M |
| Meta Platforms, Inc. | META | 19.6K | $11.2M | 1.1% | −$1.73M | Cut−$1.77M |
| Novartis Ag | — | 71.5K | $10.9M | 1.1% | $1.06M | Added$1.15M |
| Lowes Cos Inc | — | 46.2K | $10.9M | 1.1% | −$221.4K | Added−$22.2K |
| Aon plc | AON | 33.5K | $10.8M | 1.0% | −$1M | Added−$967.4K |
| Coca Cola Co | KO | 140.4K | $10.7M | 1.0% | $858.1K | Added$904.7K |
| T-Mobile Us Inc | — | 50.3K | $10.6M | 1.0% | $351.7K | Cut$326.7K |
| Toll Brothers, Inc. | TOL | 75.6K | $10.3M | 1.0% | $94.5K | Cut$53.1K |
| Costco Whsl Corp New | — | 10.1K | $10.1M | 1.0% | $1.36M | Cut$1.34M |
| Nextera Energy Inc | — | 102.3K | $9.5M | 0.9% | $1.26M | Added$1.46M |
| Nvidia Corp | NVDA | 52.3K | $9.12M | 0.9% | −$580.6K | Added$169.3K |
| Parker-Hannifin Corp | PH | 9.76K | $8.74M | 0.8% | $158.4K | Added$183.5K |
| AbbVie Inc. | ABBV | 39.3K | $8.55M | 0.8% | −$432.6K | Cut−$592.5K |
| Walmart Inc. | WMT | 65K | $8.08M | 0.8% | $756.1K | Added$1.53M |
| Moodys Corp | — | 18K | $7.85M | 0.8% | −$1.21M | Added−$419.9K |
| Honeywell Intl Inc | — | 34K | $7.69M | 0.7% | $992.8K | Added$1.43M |
| Oneok Inc /New/ | OKE | 84.9K | $7.68M | 0.7% | $1.42M | Added$1.49M |
| Schwab Strategic Tr | — | 247.6K | $7.59M | 0.7% | — | New |
| L3harris Technologies Inc | — | 21.6K | $7.47M | 0.7% | $1.12M | Cut$1.1M |
| Cme Group Inc. | CME | 25.2K | $7.45M | 0.7% | $556.2K | Added$630.6K |
| Analog Devices Inc | ADI | 23K | $7.32M | 0.7% | $1.02M | Added$1.44M |
| Vanguard Intl Equity Index F | — | 95.2K | $7.15M | 0.7% | — | New |
| Danaher Corporation | — | 37.5K | $7.11M | 0.7% | −$1.47M | Cut−$1.94M |
| Home Depot, Inc. | HD | 20.5K | $6.74M | 0.7% | −$307.4K | Added−$215.3K |
| Waste Mgmt Inc Del | — | 29.3K | $6.73M | 0.7% | $213.8K | Added$2.07M |
| United Parcel Service Inc | UPS | 66.3K | $6.52M | 0.6% | −$23.8K | Added$3.61M |
| Eli Lilly & Co | LLY | 6.68K | $6.14M | 0.6% | −$1.03M | Cut−$1.05M |
| Berkshire Hathaway Inc Del | — | 12.4K | $5.95M | 0.6% | −$291.4K | Held |
| Watsco Inc | — | 16.2K | $5.89M | 0.6% | $424.5K | Added$564.2K |
| Becton Dickinson & Co | BDX | 37.3K | $5.86M | 0.6% | −$1.37M | Cut−$1.44M |
| Spdr S&P 500 Etf Tr | — | 8.88K | $5.77M | 0.6% | — | New |
| Vanguard Index Fds | — | 18.9K | $5.44M | 0.5% | — | New |
| Amgen Inc | AMGN | 15.2K | $5.34M | 0.5% | $357.3K | Added$574K |
| Linde Plc | LIN | 10.6K | $5.26M | 0.5% | $692K | Added$1.01M |
| American Express Co | AXP | 17.3K | $5.25M | 0.5% | −$1.13M | Added−$961.5K |
| Texas Pacific Land Corporati | — | 11K | $5.22M | 0.5% | $2.06M | Cut$2.02M |
| Abbott Labs | ABT | 49.9K | $5.12M | 0.5% | −$1.06M | Added−$750.5K |
| Union Pac Corp | — | 21K | $5.1M | 0.5% | $235.5K | Added$278K |
| Enterprise Prods Partners L | — | 129.6K | $4.91M | 0.5% | $749.3K | Cut$653.1K |
| Lennar Corp | — | 56K | $4.87M | 0.5% | −$894.3K | Cut−$903.7K |
| Cisco Sys Inc | — | 57.3K | $4.45M | 0.4% | $32.1K | Cut−$39.2K |
| Merck & Co., Inc. | MRK | 35.3K | $4.24M | 0.4% | $529.8K | Cut$457.8K |
| Lockheed Martin Corp | LMT | 6.92K | $4.18M | 0.4% | $832.2K | Added$847.4K |
| Air Prods & Chems Inc | — | 14.2K | $4.13M | 0.4% | $617.8K | Held |
| Deere & Co | DE | 7.28K | $4.1M | 0.4% | $711.9K | Cut$432.5K |
| Brown & Brown, Inc. | BRO | 61.4K | $4M | 0.4% | −$889.9K | Cut−$1.41M |
| Travelers Companies, Inc. | TRV | 13.6K | $3.96M | 0.4% | $21.9K | Added$29.2K |
| Enbridge Inc | — | 72.4K | $3.92M | 0.4% | $411.5K | Added$801.7K |
| Bank America Corp | — | 76.6K | $3.74M | 0.4% | −$466.4K | Added−$368.5K |
| S&P Global Inc. | SPGI | 8.59K | $3.65M | 0.4% | −$829.7K | Added−$805.4K |
| Mondelez Intl Inc | — | 59.5K | $3.43M | 0.3% | $226.7K | Cut$173.1K |
| Ameriprise Finl Inc | — | 7.4K | $3.29M | 0.3% | −$339.9K | Cut−$364.4K |
| Csx Corp | CSX | 79.4K | $3.26M | 0.3% | $381.1K | Added$381.2K |
| Wells Fargo Co New | — | 40.9K | $3.26M | 0.3% | −$556.2K | Held |
| Medtronic Plc | MDT | 37.2K | $3.22M | 0.3% | −$350.1K | Cut−$410.6K |
| Leidos Holdings, Inc. | LDOS | 20.2K | $3.15M | 0.3% | −$499.7K | Added−$478K |
| Pnc Finl Svcs Group Inc | — | 14.7K | $3.06M | 0.3% | −$9.34K | Added$10.4K |
| Caterpillar Inc | CAT | 4K | $2.83M | 0.3% | $542.4K | Held |
| Vanguard Specialized Funds | — | 12.4K | $2.66M | 0.3% | — | New |
| Invesco Exchange Traded Fd T | — | 13.6K | $2.61M | 0.3% | — | New |
| International Business Machs | — | 10K | $2.43M | 0.2% | −$540.2K | Cut−$836.5K |
| Norfolk Southn Corp | — | 8.34K | $2.39M | 0.2% | −$14.3K | Held |
| Simon Ppty Group Inc New | — | 12.7K | $2.36M | 0.2% | $17.9K | Added$27.3K |
| Schwab Strategic Tr | — | 70.2K | $2.17M | 0.2% | — | New |
| Ishares Tr | — | 3.27K | $2.13M | 0.2% | — | New |
| Vanguard Index Fds | — | 7.68K | $2.01M | 0.2% | — | New |
| Colgate Palmolive Co | CL | 22.5K | $1.92M | 0.2% | $139.6K | Cut$113.2K |
| Qualcomm Inc | — | 14.8K | $1.9M | 0.2% | −$625K | Cut−$643K |
| Philip Morris Intl Inc | — | 11.4K | $1.88M | 0.2% | $54.2K | Added$124.4K |
| Vanguard Tax-Managed Fds | — | 27.1K | $1.74M | 0.2% | — | New |
| Aflac Inc | AFL | 15.7K | $1.72M | 0.2% | −$8.8K | Held |
| Phillips 66 | PSX | 9.3K | $1.69M | 0.2% | $494.1K | Cut$384.6K |
| Amphenol Corp New | — | 13.2K | $1.66M | 0.2% | −$87.7K | Added$316K |
| Trane Technologies Plc | TT | 3.98K | $1.66M | 0.2% | $109.6K | Cut$39.5K |
| Southern Co | — | 17.1K | $1.65M | 0.2% | $115.3K | Added$569.9K |
| Ishares Tr | — | 16.6K | $1.61M | 0.2% | — | New |
| Bristol-Myers Squibb Co | — | 26.4K | $1.6M | 0.2% | $177.5K | Cut$166.7K |
| Spdr S&P Midcap 400 Etf Tr | — | 2.52K | $1.55M | 0.1% | — | New |
| Waters Corp | — | 4.75K | $1.41M | 0.1% | — | New |
| Marathon Pete Corp | — | 5.78K | $1.41M | 0.1% | $471.2K | Held |
| Vanguard Index Fds | — | 4.25K | $1.37M | 0.1% | — | New |
| CDW Corp | CDW | 11.2K | $1.35M | 0.1% | −$169.8K | Cut−$336K |
| Diamondback Energy, Inc. | FANG | 6.83K | $1.35M | 0.1% | $323.9K | Cut$283.3K |
| Vulcan Matls Co | — | 4.94K | $1.34M | 0.1% | −$63.8K | Held |
| Invesco Qqq Tr | — | 2.29K | $1.32M | 0.1% | — | New |
| Nisource Inc. | NI | 28K | $1.31M | 0.1% | $129.3K | Added$204.7K |
| Ge Aerospace | — | 4.27K | $1.21M | 0.1% | −$103.5K | Cut−$196K |
| Netflix Inc | NFLX | 12.6K | $1.21M | 0.1% | $30.1K | Cut−$7.41K |
| Allstate Corp | — | 5.75K | $1.19M | 0.1% | −$4.66K | Held |
| Raymond James Finl Inc | — | 8.06K | $1.17M | 0.1% | −$127.3K | Held |
| Pfizer Inc | PFE | 41.1K | $1.15M | 0.1% | $130.7K | Cut−$93.1K |
| Automatic Data Processing In | — | 5.35K | $1.09M | 0.1% | −$289.4K | Cut−$315.1K |
| Applied Matls Inc | — | 3.12K | $1.07M | 0.1% | $213.5K | Added$418.6K |
| Vanguard Intl Equity Index F | — | 19.4K | $1.05M | 0.1% | — | New |
| Schwab Strategic Tr | — | 30.1K | $990.2K | 0.1% | — | New |
| Fedex Corp | FDX | 2.77K | $985.5K | 0.1% | $186.3K | Cut$99.6K |
| GE Vernova Inc. | GEV | 1.11K | $968K | 0.1% | $243.2K | Cut$194.2K |
| BlackRock, Inc. | BLK | 1K | $964.6K | 0.1% | −$109K | Held |
| Ishares Tr | — | 4.5K | $961.5K | 0.1% | — | New |
| Amentum Holdings, Inc. | AMTM | 35.7K | $931K | 0.1% | −$99.8K | Added−$60.3K |
| Goldman Sachs Group Inc | — | 1.1K | $930.6K | 0.1% | −$36.3K | Cut−$146.2K |
| Vanguard Scottsdale Fds | — | 9.62K | $901.8K | 0.1% | — | New |
| Emerson Elec Co | — | 6.81K | $891.9K | 0.1% | −$11.6K | Held |
| Spdr Series Trust | — | 6.97K | $890.3K | 0.1% | — | New |
| Welltower Inc. | WELL | 4.42K | $874.9K | 0.1% | $53.5K | Held |
| Vanguard Bd Index Fds | — | 11.2K | $874.8K | 0.1% | — | New |
| NXP Semiconductors N.V. | NXPI | 4.36K | $857.3K | 0.1% | −$88K | Cut−$101K |
| Ishares Tr | — | 7.58K | $836.3K | 0.1% | — | New |
| Boston Scientific Corp | BSX | 13.3K | $831.4K | 0.1% | −$361.9K | Added−$226.9K |
| Conocophillips | COP | 6.28K | $828.6K | 0.1% | $241K | Held |
| Williams Cos Inc | — | 10.9K | $790.7K | 0.1% | $63.1K | Added$491.4K |
| Prologis Inc. | — | 5.7K | $752.8K | 0.1% | $23.5K | Added$89.6K |
| Ishares Tr | — | 3.9K | $748.1K | 0.1% | — | New |
| World Gold Tr | — | 7.96K | $738.3K | 0.1% | — | New |
| Cigna Group | CI | 2.73K | $727.4K | 0.1% | −$23.1K | Held |
| Ishares Tr | — | 2.9K | $721.6K | 0.1% | — | New |
| Canadian Imperial Bank Of Co | — | 7.61K | $721.4K | 0.1% | $31.5K | Held |
| Berkshire Hathaway Inc Del | — | 1 | $718.1K | 0.1% | −$36.7K | Held |
| Vanguard Index Fds | — | 2.37K | $707.7K | 0.1% | — | New |
| Verizon Communications Inc | VZ | 13.7K | $686.1K | 0.1% | $129.4K | Cut$43.4K |
| Disney Walt Co | — | 6.93K | $667.7K | 0.1% | −$120.5K | Cut−$302.5K |
| American Elec Pwr Co Inc | — | 4.97K | $652.1K | 0.1% | $78.5K | Held |
| Millrose Pptys Inc | — | 23.2K | $648.9K | 0.1% | −$42.7K | Added−$32.4K |
| Unilever Plc | — | 11K | $626.3K | 0.1% | −$92.7K | Cut−$278.6K |
| Ishares Tr | — | 9.22K | $622.6K | 0.1% | — | New |
| Unitedhealth Group Inc | UNH | 2.27K | $612.9K | 0.1% | −$133.4K | Added−$127.4K |
| Agnico Eagle Mines Ltd | AEM | 3K | $608.9K | 0.1% | $83.6K | Added$185.1K |
| At&T Inc | — | 20.6K | $597.1K | 0.1% | $85.5K | Cut$53.2K |
| Spdr Gold Tr | — | 1.38K | $593.8K | 0.1% | — | New |
| CARRIER GLOBAL Corp | CARR | 10.4K | $583.3K | 0.1% | $35.9K | Cut−$26.1K |
| Schwab Strategic Tr | — | 19.7K | $574.6K | 0.1% | — | New |
| Century Cmntys Inc | CCS | 10K | $573.8K | 0.1% | — | New |
| Prudential Finl Inc | — | 5.75K | $561.7K | 0.1% | −$87.3K | Cut−$267.8K |
| Hershey Co | HSY | 2.7K | $561.3K | 0.1% | $70K | Held |
| Alamos Gold Inc New | AGI | 12.5K | $555.4K | 0.1% | $58.5K | Added$169.6K |
| Ishares Tr | — | 17.6K | $532.9K | 0.1% | — | New |
| Vanguard Index Fds | — | 2.06K | $529.9K | 0.1% | — | New |
| Altria Group, Inc. | MO | 7.68K | $507.1K | 0.0% | $64K | Cut−$32.6K |
| Illinois Tool Wks Inc | — | 1.91K | $498.2K | 0.0% | $26.8K | Cut−$121K |
| Meritage Homes Corp | MTH | 8K | $494.7K | 0.0% | — | New |
| Dover Corp | DOV | 2.37K | $493.4K | 0.0% | $31.3K | Held |
| Toronto Dominion Bk Ont | — | 5.07K | $472.6K | 0.0% | −$4.51K | Held |
| Vaneck Etf Trust | — | 1.23K | $472.3K | 0.0% | — | New |
| Truist Finl Corp | — | 10.2K | $468.4K | 0.0% | −$25.3K | Added$83.6K |
| Sprott Asset Management Lp | — | 13.1K | $464.3K | 0.0% | $24.2K | Added$134.1K |
| Ishares Tr | — | 4.9K | $454.1K | 0.0% | — | New |
| Mccormick & Co Inc | — | 8.99K | $453.3K | 0.0% | −$158.8K | Cut−$226.9K |
| Starbucks Corp | SBUX | 5.02K | $449.7K | 0.0% | $27K | Cut$18.6K |
| Asml Holding N V | — | 327 | $431.9K | 0.0% | $82.1K | Held |
| Ishares Tr | — | 11.4K | $418.5K | 0.0% | — | New |
| Globe Life Inc | — | 3K | $417.5K | 0.0% | −$2.07K | Held |
| Ishares Tr | — | 8.7K | $407.5K | 0.0% | — | New |
| Chubb Limited | — | 1.23K | $400.2K | 0.0% | $17K | Held |
| Schwab Strategic Tr | — | 13.4K | $389.7K | 0.0% | — | New |
| Comcast Corp New | — | 13.3K | $381.7K | 0.0% | −$15.7K | Cut−$26.9K |
| Kimberly Clark Corp | KMB | 3.85K | $371.9K | 0.0% | −$17K | Held |
| Veralto Corp | VLTO | 4.2K | $371.4K | 0.0% | −$47.7K | Cut−$73.8K |
| Vanguard Index Fds | — | 1.93K | $354.7K | 0.0% | — | New |
| Invesco Exch Traded Fd Tr Ii | — | 1.49K | $354.5K | 0.0% | — | New |
| Solstice Advanced Matls Inc | — | 4.58K | $348.7K | 0.0% | $126.3K | Cut$34.5K |
| Ishares Tr | — | 2.75K | $341.5K | 0.0% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 976 | $329.8K | 0.0% | $24.7K | Added$109.5K |
| Adobe Inc. | ADBE | 1.33K | $324K | 0.0% | −$142.5K | Cut−$215.3K |
| Uber Technologies, Inc | UBER | 4.5K | $323.7K | 0.0% | −$44K | Held |
| Ishares Tr | — | 3K | $306.8K | 0.0% | — | New |
| Ishares Tr | — | 13.5K | $300.3K | 0.0% | — | New |
| Blackstone Inc. | BX | 2.61K | $300K | 0.0% | −$102.1K | Held |
| Ishares Tr | — | 13.4K | $300K | 0.0% | — | New |
| Ppg Inds Inc | — | 2.8K | $299.3K | 0.0% | $12.4K | Held |
| Marsh & Mclennan Cos Inc | — | 1.72K | $297.6K | 0.0% | −$20.7K | Cut−$57.8K |
| Vanguard Growth Etf | — | 676 | $295.3K | 0.0% | — | New |
| Ppl Corp | — | 7.26K | $277.5K | 0.0% | $23.1K | Held |
| Nuveen Amt Free Qlty Mun Inc | — | 24.6K | $276.6K | 0.0% | — | New |
| State Str Corp | — | 2.17K | $275.3K | 0.0% | −$5.33K | Cut−$8.55K |
| Vanguard Index Fds | — | 1.25K | $271.6K | 0.0% | — | New |
| Ishares Tr | — | 1.75K | $265K | 0.0% | — | New |
| 3M CO | MMM | 1.74K | $253.1K | 0.0% | −$25.9K | Cut−$106K |
| Emera Inc | — | 4.77K | $247.3K | 0.0% | $12.4K | Held |
| Phillips Edison & Co Inc | — | 6.35K | $237.6K | 0.0% | — | New |
| First Tr Exchange-Traded Fd | — | 1.1K | $237.1K | 0.0% | — | New |
| Equinix Inc | EQIX | 235 | $230.4K | 0.0% | — | New |
| Regions Financial Corp New | — | 8.81K | $230.1K | 0.0% | −$8.63K | Held |
| Select Sector Spdr Tr | — | 1.53K | $224.3K | 0.0% | — | New |
| Freeport-Mcmoran Inc | FCX | 3.8K | $223.4K | 0.0% | — | New |
| Dell Technologies Inc. | DELL | 1.35K | $221.6K | 0.0% | — | New |
| Dominion Energy, Inc | D | 3.5K | $216.6K | 0.0% | $11.3K | Held |
| Warner Bros. Discovery, Inc. | WBD | 7.87K | $216.2K | 0.0% | −$10.7K | Cut−$19.8K |
| Sysco Corp | SYY | 2.98K | $212.7K | 0.0% | — | New |
| Select Sector Spdr Tr | — | 1.58K | $210.2K | 0.0% | — | New |
| Boeing Co | — | 1.05K | $209.6K | 0.0% | −$19K | Held |
| International Paper Co | — | 5.83K | $208K | 0.0% | −$21.5K | Held |
| Schwab Strategic Tr | — | 8.2K | $205.8K | 0.0% | — | New |
| Roper Technologies Inc | ROP | 570 | $201.7K | 0.0% | −$52K | Cut−$305.7K |
| Ishares Tr | — | 8.75K | $200.5K | 0.0% | — | New |
| Zeta Global Holdings Corp. | ZETA | 11.6K | $184.7K | 0.0% | −$51.4K | Cut−$71.7K |
| Arcos Dorados Holdings Inc. | ARCO | 10K | $82.5K | 0.0% | $9.1K | Cut$1.26K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.