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CIK: 0001278249
Total reported value
$1.1B
$1.1B
194 檔
24.6%
In Q3 2025, Tower Bridge Advisors's U.S. equity holdings reached a combined market value of $1.1B, distributed across 194 disclosed stock positions.
In Q3 2025, Tower Bridge Advisors adopted a defensive or profit-taking posture, trimming 97 positions and completely liquidating 20 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.77% | -0.41% | -1.65% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.56% | +0.16% | -1.77% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.73% | +0.61% | -0.70% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.59% | +0.44% | -0.40% | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 4.55% | -0.19% | -7.79% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.98% | +0.04% | -0.31% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.06% | +0.10% | -3.17% | |
| 8 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.04% | -0.39% | +0.09% | |
| 9 | LRCX | Lam Research CORP | Stock-Tech | 1.83% | +1.83% | -1.08% | |
| 10 | J | Jacobs Solutions Inc | Stock-Industrials | 1.83% | -0.17% | +0.23% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 1.77% | -0.18% | -0.83% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.70% | -0.06% | -0.35% | |
| 13 | ACN | Accenture plc | Stock-Tech | 1.50% | -0.54% | -1.50% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.44% | -0.10% | +0.87% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.35% | +0.26% | -4.96% | |
| 16 | ETN | Eaton Corporation plc | Stock-Industrials | 1.35% | +0.13% | -0.51% | |
| 17 | ICE | Intercontinental Exchange In | Stock-Financials | 1.31% | -0.30% | +78.69% | |
| 18 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.30% | +0.01% | -0.26% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.28% | -0.08% | -0.45% | |
| 20 | AON | Aon plc | Stock-Financials | 1.26% | -0.09% | -13.12% | |
| 21 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.24% | -0.37% | -2.82% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.24% | -0.01% | -0.33% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.24% | -0.27% | -3.65% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.17% | -0.16% | -0.14% | |
| 25 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.16% | -0.11% | -2.25% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -1.66% | EXIT | |
| 27 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.09% | +0.11% | +0.15% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | +0.08% | +0.61% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.01% | -0.03% | +0.44% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.16% | +9.76% | |
| 31 | BRO | Brown & Brown Inc | Stock-Financials | 0.98% | -0.10% | +130.10% | |
| 32 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.94% | -0.08% | -1.35% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.93% | +0.05% | -0.03% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | +0.08% | +0.93% | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 0.89% | -0.12% | -1.90% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.88% | -0.29% | -1.41% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | -0.02% | -1.20% | |
| 38 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.80% | -0.09% | -3.97% | |
| 39 | MCO | Moody's CORP | Stock-Financials | 0.79% | +0.05% | -2.71% | |
| 40 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.74% | -0.02% | -1.31% | |
| 41 | PH | Parker Hannifin CORP | Stock-Industrials | 0.72% | — | -0.10% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.72% | -0.10% | -1.53% | |
| 43 | CME | Cme Group Inc | Stock-Financials | 0.69% | -0.23% | -0.84% | |
| 44 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.66% | -0.17% | — | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.13% | -0.16% | |
| 46 | OKE | Oneok Inc | Stock-Energy | 0.65% | -0.08% | -1.42% | |
| 47 | WSO | Watsco Inc | Stock-Industrials | 0.64% | +0.02% | -1.10% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.64% | -0.74% | EXIT | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.03% | -8.81% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.62% | -0.09% | -0.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.9% | -0.40% | Trim |
| 2 | ORCL | Oracle CORP | +1.7% | -7.79% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +1.3% | -0.70% | Trim |
| 4 | MSFT | Microsoft CORP | +1.2% | -1.65% | Trim |
| 5 | LRCX | Lam Research CORP | +0.7% | -1.08% | Trim |
| 6 | ICE | Intercontinental Exchange In | +0.6% | +78.69% | Add |
| 7 | NVDA | Nvidia CORP | +0.4% | +0.93% | Add |
| 8 | LIN | Linde plc | +0.4% | +449.68% | Add |
| 9 | BRO | Brown & Brown Inc | +0.4% | +130.10% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.4% | -0.31% | Trim |
| 11 | GOOGL | Alphabet Inc-cl A | +0.3% | -4.96% | Trim |
| 12 | ETN | Eaton Corporation plc | +0.3% | -0.51% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +0.87% | Add |
| 14 | RTX | Rtx CORP | +0.2% | -0.83% | Trim |
| 15 | J | Jacobs Solutions Inc | +0.2% | +0.23% | Trim |
| 16 | LHX | L3harris Technologies Inc | +0.2% | — | Add |
| 17 | SCHW | Schwab (charles) CORP | +0.1% | -2.25% | Add |
| 18 | AXP | American Express Co | +0.1% | -3.92% | Add |
| 19 | AMZN | Amazon.com Inc | +0.1% | +0.61% | Add |
| 20 | TOL | Toll Brothers Inc | +0.1% | +0.15% | Trim |
| 21 | DUK | Duke Energy CORP | +0.1% | +49.35% | Add |
| 22 | PH | Parker Hannifin CORP | +0.1% | -0.10% | Add |
| 23 | APH | Amphenol Corp-cl A | +0.1% | — | Add |
| 24 | LDOS | Leidos Holdings Inc | +0.1% | -0.01% | Add |
| 25 | GE | General Electric | +0.1% | +65.03% | Add |
| 26 | NEE | Nextera Energy Inc | +0.1% | -1.53% | Add |
| 27 | ADI | Analog Devices Inc | +0.1% | +0.51% | Add |
| 28 | WFC | Wells Fargo & Co | +0.1% | +9.77% | Add |
| 29 | TRV | Travelers Cos Inc/the | +0.1% | +2.26% | Add |
| 30 | GEV | GE Vernova Inc | +0.1% | +69.38% | Add |
| 31 | BAC | Bank Of America CORP | 0% | +0.90% | Add |
| 32 | SO | Southern Co/the | 0% | +2.55% | Add |
| 33 | NSC | Norfolk Southern CORP | 0% | -0.04% | Add |
| 34 | CAT | Caterpillar Inc | 0% | — | Trim |
| 35 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 36 | VMC | Vulcan Materials Co | 0% | — | Unchanged |
| 37 | TT | Trane Technologies plc | 0% | — | Trim |
| 38 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 39 | AMAT | Applied Materials Inc | 0% | -15.23% | Add |
| 40 | LMT | Lockheed Martin CORP | 0% | +0.36% | Add |
| 41 | PNC | Pnc Financial Services Group | 0% | -0.01% | Add |
| 42 | CSX | Csx CORP | 0% | — | Trim |
| 43 | SPG | Simon Property Group Inc | 0% | +1.61% | Add |
| 44 | RJF | Raymond James Financial Inc | 0% | -1.49% | Trim |
| 45 | BLK | Blackrock Inc | 0% | — | Unchanged |
| 46 | NXPI | NXP Semiconductors N.V. | 0% | +4.15% | Add |
| 47 | AMTM | Amentum Holdings Inc | 0% | +3.18% | Trim |
| 48 | CM | Can Imperial Bk Of Commerce | 0% | — | Unchanged |
| 49 | BX | Blackstone Inc | 0% | +23.71% | Add |
| 50 | EMR | Emerson Electric Co | 0% | — | Unchanged |
According to official SEC Form 13F filings, Tower Bridge Advisors reported a total U.S. public equity portfolio value of $1.1B across 194 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, GOOG) accounted for 24.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
PM
市值: $1.6M
Top Position Liquidated / Trimmed
VWNAX
前期市值: $456.5K
During Q3 2025, Tower Bridge Advisors's top holdings by market value included MSFT (7.8%)、AAPL (5.6%)、GOOG (4.7%). The largest single position, MSFT, represented 7.8% of total portfolio value.
In Q3 2025, Tower Bridge Advisors made 177 total portfolio adjustments, initiating 16 new buys, adding to 44 positions, trimming 97 holdings, and fully liquidating 20 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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