TB
Tower Bridge Advisors 13F Holdings (253 Positions, Q2 2026)
Tower Bridge AdvisorsCIK: 0001278249
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$1.1B
Reporting period: 2026-06-30 · Number of holdings: 253
TOWER BRIDGE ADVISORS disclosed 253 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $1.1B and a quarterly turnover rate of 19.9%.
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Personality snowflake
- Concentration
- 7.95
- Portfolio Stability
- 19.93
- Momentum
- 100
- Sector conviction
- 47.61
- Diversification
- 100
- Sizing Uniformity
- 81.49
Tower Bridge Advisors's disclosed holdings carry a Herfindahl concentration index of 0.020 — mathematically equivalent to about 50 equally-sized positions, well below its 253 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.85), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd LRCX
-3.3% $22.0M
Sold out XOM
New buy 30233Q108
Sold out HON
Add GOOG
-2.8% $10.5M
Add VOO
+23.0% $7.7M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 253 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.75% | +0.61% | -2.75% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.41% | +0.16% | -3.24% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.73% | -0.41% | -2.20% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.42% | +0.44% | -2.71% | |
| 5 | LRCX | Lam Research CORP | Stock-Tech | 4.04% | +1.83% | -3.30% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.61% | +0.04% | -2.50% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.37% | +0.57% | +22.97% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.05% | -0.06% | +0.35% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 1.92% | -0.19% | -2.46% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.83% | +0.10% | -0.41% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 1.78% | -0.18% | -1.13% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | +0.26% | +0.98% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.59% | -0.39% | -1.03% | |
| 14 | ETN | Eaton Corporation plc | Stock-Industrials | 1.44% | +0.13% | -0.87% | |
| 15 | J | Jacobs Solutions Inc | Stock-Industrials | 1.31% | -0.17% | -3.69% | |
| 16 | ✓ | Stock-Other | 1.26% | +1.26% | NEW | ||
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.21% | -0.08% | -1.43% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | +0.08% | +0.43% | |
| 19 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.11% | +0.11% | -0.94% | |
| 20 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.10% | +0.01% | -4.52% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | -0.01% | +4.06% | |
| 22 | ICE | Intercontinental Exchange In | Stock-Financials | 1.07% | -0.30% | +6.96% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.04% | -0.27% | -2.64% | |
| 24 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.01% | -0.11% | -2.21% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.00% | -0.03% | -3.20% | |
| 26 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.98% | -0.08% | -2.96% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.10% | -1.86% | |
| 28 | DUK | Duke Energy CORP | Stock-Utilities | 0.97% | -0.14% | -3.40% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | +0.08% | +1.96% | |
| 30 | AON | Aon plc | Stock-Financials | 0.95% | -0.09% | -5.04% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.89% | -0.16% | -3.29% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.88% | +0.05% | -1.08% | |
| 33 | PH | Parker Hannifin CORP | Stock-Industrials | 0.84% | — | -2.18% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.84% | -0.29% | -0.91% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.82% | -0.10% | +1.08% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.16% | -4.78% | |
| 37 | ADI | Analog Devices Inc | Stock-Tech | 0.81% | +0.10% | -1.26% | |
| 38 | MCO | Moody's CORP | Stock-Financials | 0.81% | +0.05% | +9.58% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.12% | -1.20% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.70% | -0.03% | -0.88% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.68% | -0.01% | -5.60% | |
| 42 | OKE | Oneok Inc | Stock-Energy | 0.66% | -0.08% | -0.48% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.13% | -1.70% | |
| 44 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.65% | -0.37% | -15.16% | |
| 45 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.64% | +0.01% | -0.34% | |
| 46 | APH | Amphenol Corp-cl A | Stock-Tech | 0.63% | +0.47% | +199.78% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.02% | -3.83% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | +0.05% | +2.17% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.17% | -1.38% | |
| 50 | WM | Waste Management Inc | Stock-Industrials | 0.59% | -0.06% | +0.86% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+3.7%
Performance Last 4 Quarters
+17%
- Stdev
- +11.5%
- Beta
- +0.84
- Alpha
- -1.3%
- Max Drawdown
- -8.4%
- Annualized Perf
- +16%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +2.45
- Stutzer
- +0.39
- Treynor
- +0.18
- Sterling
- +0.99
- Calmar
- +1.9
- Information Ratio
- -1.06
- Tracking Error
- +4.2%
- Stdev Down
- +6.3%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +29.4%
- Worst 12 Months
- +4.8%
- Efficiency Ratio
- +0.5
- Sharpe
- +1.35
- Stdev Sectors
- +7.9%
- Skewness
- -0.34
- Kurtosis
- -0.4
- Upside Potential
- +4.16
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 253 | $1.1B | 20 | ||
| 2026 Q1 | 252 | $1.0B | 23 | ||
| 2025 Q4 | 189 | $990.2M | 12 | ||
| 2025 Q3 | 194 | $1.0B | 26 | ||
| 2025 Q2 | 191 | $930.2M | 0 | ||
| 2025 Q1 | 198 | $895.0M | 100 | ||
| 2024 Q4 | 193 | $939.0M | 0 | ||
| 2024 Q3 | 195 | $963.7M | 0 | ||
| 2024 Q2 | 185 | $899.7M | 0 | ||
| 2024 Q1 | 198 | $982.5M | 0 | ||
| 2023 Q4 | 229 | $1.2B | 0 | ||
| 2023 Q3 | 232 | $1.1B | 0 | ||
| 2023 Q2 | 196 | $1.1B | 0 | ||
| 2023 Q1 | 242 | $1.2B | 0 | ||
| 2022 Q4 | 245 | $1.2B | 0 | ||
| 2022 Q3 | 236 | $1.1B | 0 | ||
| 2022 Q2 | 248 | $1.2B | 0 | ||
| 2022 Q1 | 259 | $1.5B | 0 | ||
| 2021 Q4 | 263 | $1.6B | 0 | ||
| 2021 Q3 | 260 | $1.5B | 0 | ||
| 2021 Q2 | 254 | $1.5B | 100 | ||
| 2021 Q1 | 236 | $1.3B | 14 | ||
| 2020 Q4 | 229 | $1.2B | 25 | ||
| 2020 Q3 | 194 | $978.8M | 13 | ||
| 2020 Q2 | 188 | $891.8M | 21 | ||
| 2020 Q1 | 181 | $761.8M | 24 | ||
| 2019 Q4 | 211 | $946.7M | 16 | ||
| 2019 Q3 | 216 | $913.3M | 14 | ||
| 2019 Q2 | 212 | $894.0M | 13 | ||
| 2019 Q1 | 207 | $861.5M | 13 | ||
| 2018 Q4 | 197 | $776.2M | 24 | ||
| 2018 Q3 | 206 | $957.2M | 11 | ||
| 2018 Q2 | 208 | $896.7M | 10 | ||
| 2018 Q1 | 199 | $901.9M | 14 | ||
| 2017 Q4 | 211 | $932.3M | 14 | ||
| 2017 Q3 | 201 | $880.0M | 9 | ||
| 2017 Q2 | 209 | $872.2M | 12 | ||
| 2017 Q1 | 211 | $856.5M | 18 | ||
| 2016 Q4 | 210 | $825.0M | 31 | ||
| 2016 Q3 | 208 | $821.3M | 12 | ||
| 2016 Q2 | 208 | $802.7M | 14 | ||
| 2016 Q1 | 212 | $800.7M | 15 | ||
| 2015 Q4 | 203 | $767.6M | 23 | ||
| 2015 Q3 | 201 | $726.7M | 15 | ||
| 2015 Q2 | 201 | $790.6M | 9 | ||
| 2015 Q1 | 202 | $789.4M | 13 | ||
| 2014 Q4 | 207 | $813.3M | 14 | ||
| 2014 Q3 | 199 | $792.8M | 9 | ||
| 2014 Q2 | 207 | $810.9M | 12 | ||
| 2014 Q1 | 204 | $778.2M | 14 | ||
| 2013 Q4 | 195 | $761.8M | 12 | ||
| 2013 Q3 | 194 | $697.1M | 10 | ||
| 2013 Q2 | 196 | $674.7M | — |
Holding changes this quarter
Tower Bridge Advisors's most significant position changes for 2026-06-30: Sold out: Exxon Mobil CORP (XOM); New buy: ; Sold out: Honeywell International Inc (HON); New buy: ; New buy: .
Showing top 200 changes by size (of 238 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.8% | -3.30% | Trim |
| 2 | ✓ | +1.3% | NEW | New buy | |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | -2.75% | Trim |
| 4 | VOO | Vanguard S&p 500 ETF | +0.6% | +22.97% | Add |
| 5 | APH | Amphenol Corp-cl A | +0.5% | +199.78% | Add |
| 6 | AVGO | Broadcom Inc | +0.4% | -2.71% | Trim |
| 7 | ✓ | +0.3% | NEW | New buy | |
| 8 | ✓ | +0.3% | NEW | New buy | |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.98% | Add |
| 10 | CSCO | Cisco Systems Inc | +0.2% | -1.38% | Trim |
| 11 | AAPL | Apple Inc | +0.2% | -3.24% | Trim |
| 12 | VYM | Vanguard High Dvd Yield ETF | +0.1% | NEW | New buy |
| 13 | ETN | Eaton Corporation plc | +0.1% | -0.87% | Trim |
| 14 | CELH | Celsius Holdings Inc | +0.1% | NEW | New buy |
| 15 | LLY | Eli Lilly & Co | +0.1% | -1.20% | Trim |
| 16 | TOL | Toll Brothers Inc | +0.1% | -0.94% | Trim |
| 17 | CAT | Caterpillar Inc | +0.1% | -0.42% | Trim |
| 18 | V | Visa Inc-class A Shares | +0.1% | -0.41% | Trim |
| 19 | ADI | Analog Devices Inc | +0.1% | -1.26% | Trim |
| 20 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +131.94% | Add |
| 21 | AMAT | Applied Materials Inc | +0.1% | -8.88% | Trim |
| 22 | IWD | Ishares Russell 1000 Value E | +0.1% | +77.78% | Add |
| 23 | AMZN | Amazon.com Inc | +0.1% | +0.43% | Add |
| 24 | NVDA | Nvidia CORP | +0.1% | +1.96% | Add |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +47.36% | Add |
| 26 | CRM | Salesforce Inc | +0.1% | NEW | New buy |
| 27 | IJR | Ishares Core S&p Small-cap E | +0.1% | +160.17% | Add |
| 28 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +52.73% | Add |
| 29 | TT | Trane Technologies plc | +0.1% | +22.75% | Add |
| 30 | ABBV | Abbvie Inc | +0.1% | -1.08% | Trim |
| 31 | MCO | Moody's CORP | +0.1% | +9.58% | Add |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +2.17% | Add |
| 33 | PM | Philip Morris International | +0.1% | +24.35% | Add |
| 34 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +16.92% | Add |
| 35 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 36 | JPM | Jpmorgan Chase & Co | 0% | -2.50% | Trim |
| 37 | UNP | Union Pacific CORP | 0% | +2.39% | Add |
| 38 | QCOM | Qualcomm Inc | 0% | -8.76% | Trim |
| 39 | EFA | Ishares Msci Eafe ETF | 0% | NEW | New buy |
| 40 | BMOP | Bny Meln Munipl Opp ETF | 0% | NEW | New buy |
| 41 | MS | Morgan Stanley | 0% | NEW | New buy |
| 42 | AXP | American Express Co | 0% | +2.63% | Add |
| 43 | PNC | Pnc Financial Services Group | 0% | +0.88% | Add |
| 44 | BAC | Bank Of America CORP | 0% | -1.22% | Trim |
| 45 | CSX | Csx CORP | 0% | +0.01% | Add |
| 46 | SPG | Simon Property Group Inc | 0% | -0.04% | Trim |
| 47 | RSP | Invesco S&p 500 Equal Weight | 0% | +5.46% | Add |
| 48 | ADP | Automatic Data Processing | 0% | +25.21% | Add |
| 49 | UNH | Unitedhealth Group Inc | 0% | +8.04% | Add |
| 50 | DELL | Dell Technologies -c | 0% | — | Unchanged |
1–50 of 200
Filing History
FAQ
What is Tower Bridge Advisors and what type of investor is it?
Tower Bridge Advisors is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $1.1B, spread across 253 disclosed positions.
What are Tower Bridge Advisors's largest equity positions?
Based on the latest 13F filing, Tower Bridge Advisors's top holdings by market value are:
1. Alphabet Inc-cl C (GOOG) — $63.7M (5.8%)
2. Apple Inc (AAPL) — $60.0M (5.4%)
3. Microsoft CORP (MSFT) — $52.4M (4.7%)
4. Broadcom Inc (AVGO) — $49.0M (4.4%)
5. Lam Research CORP (LRCX) — $44.8M (4.0%)
What changes did Tower Bridge Advisors make in its most recent portfolio filing?
In the latest reported quarter, Tower Bridge Advisors made 177 notable position adjustments: 17 new positions were initiated, 48 existing holdings were added to, 96 positions were partially reduced, and 16 were completely exited. The largest of these moves: Sold out: Exxon Mobil CORP (XOM); New buy: ; Sold out: Honeywell International Inc (HON); New buy: ; New buy:
What sectors does Tower Bridge Advisors focus on?
Tower Bridge Advisors is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 29.1%
• Financials: 15.4%
• Industrials: 12.3%
• Health Care: 11.5%
• Communication Services: 10.7%
• Consumer Discretionary: 6.7%
Investment Profile
Tower Bridge Advisors returned an annualized 16.0% over the trailing 36 months — underperforming the S&P 500 by 1.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.84 (less volatile than the market) and a 33% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
Its turnover score has risen from 0 to 20 over the past 4 quarters — a shift toward more active trading.
It has added to its APH position over the past two quarters (+$5.6M, now $7.0M), while trimming MSFT over the same stretch (-$16.2M, still holding $52.4M).
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Developer Access
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