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CIK: 0001278249
Total reported value
$1.1B
$1.1B
191 檔
21.2%
The Q2 2025 SEC filing reveals that Tower Bridge Advisors held a total portfolio value of $1.1B, covering 191 public equity positions.
During Q2 2025, Tower Bridge Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AVGO) accounted for 21.2% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.17% | -0.41% | -2.42% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.91% | +0.16% | -2.58% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.15% | +0.44% | -2.04% | |
| 4 | ORCL | Oracle CORP | Stock-Tech | 4.13% | -0.19% | -5.22% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.95% | +0.04% | -3.18% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.73% | +0.61% | -1.78% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.39% | +0.10% | -0.00% | |
| 8 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.11% | -0.39% | -1.13% | |
| 9 | ACN | Accenture plc | Stock-Tech | 1.98% | -0.54% | -2.87% | |
| 10 | J | Jacobs Solutions Inc | Stock-Industrials | 1.73% | -0.17% | -0.92% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 1.67% | -0.18% | -0.80% | |
| 12 | AON | Aon plc | Stock-Financials | 1.56% | -0.09% | -5.39% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.55% | -0.10% | +1.56% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.52% | -0.06% | -4.30% | |
| 15 | LRCX | Lam Research CORP | Stock-Tech | 1.45% | +1.83% | -2.05% | |
| 16 | ETN | Eaton Corporation plc | Stock-Industrials | 1.40% | +0.13% | +0.89% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.39% | -0.01% | -2.55% | |
| 18 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.37% | -0.37% | +1.51% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.30% | -0.27% | -5.97% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.22% | -0.11% | +6.81% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | +0.08% | +9.59% | |
| 22 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.16% | +0.01% | -4.99% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.16% | -0.08% | +5.44% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.15% | -1.66% | EXIT | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.15% | -0.03% | -3.56% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.12% | -0.16% | -4.01% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.26% | -1.05% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.16% | -0.59% | |
| 29 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.97% | +0.11% | -3.30% | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 0.97% | -0.12% | -1.96% | |
| 31 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.97% | -0.08% | -4.61% | |
| 32 | MCO | Moody's CORP | Stock-Financials | 0.93% | +0.05% | -4.64% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.89% | -0.29% | -2.47% | |
| 34 | ICE | Intercontinental Exchange In | Stock-Financials | 0.86% | -0.30% | +9.90% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.83% | -0.02% | -4.09% | |
| 36 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.83% | -0.09% | -9.76% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | +0.08% | +25.63% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | +0.05% | +0.35% | |
| 39 | OKE | Oneok Inc | Stock-Energy | 0.80% | -0.08% | +6.87% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.79% | +0.03% | -19.42% | |
| 41 | CME | Cme Group Inc | Stock-Financials | 0.77% | -0.23% | -2.31% | |
| 42 | WSO | Watsco Inc | Stock-Industrials | 0.76% | +0.02% | -4.08% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.76% | -0.74% | EXIT | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.72% | -0.10% | +16.98% | |
| 45 | PH | Parker Hannifin CORP | Stock-Industrials | 0.72% | — | +3.01% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.03% | — | |
| 47 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.70% | -0.02% | -5.42% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.68% | -0.09% | +2.73% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.13% | -5.81% | |
| 50 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.58% | -0.17% | +0.93% |
According to official SEC Form 13F filings, Tower Bridge Advisors reported a total U.S. public equity portfolio value of $1.1B across 191 disclosed positions in Q2 2025.
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During Q2 2025, Tower Bridge Advisors's top holdings by market value included MSFT (8.2%)、AAPL (4.9%)、AVGO (4.2%). The largest single position, MSFT, represented 8.2% of total portfolio value.
In Q2 2025, Tower Bridge Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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