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CIK: 0001278249
Total reported value
$1.1B
$1.1B
189 檔
24.4%
At the close of Q4 2025, Tower Bridge Advisors disclosed equity holdings valued at approximately $1.1B, spread across 189 reported holdings.
In Q4 2025, Tower Bridge Advisors adopted a defensive or profit-taking posture, trimming 92 positions and completely liquidating 9 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GOOG, AAPL) accounted for 24.4% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.93% | -0.41% | -5.65% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.93% | +0.61% | -3.71% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.78% | +0.16% | -3.76% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.68% | +0.44% | -3.97% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.04% | +0.04% | -1.89% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 2.92% | -0.19% | -8.55% | |
| 7 | LRCX | Lam Research CORP | Stock-Tech | 2.31% | +1.83% | -2.43% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.11% | +0.10% | -1.77% | |
| 9 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.01% | -0.39% | -2.79% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 1.90% | -0.18% | -3.01% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.84% | -0.06% | -4.61% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | +0.26% | -1.34% | |
| 13 | J | Jacobs Solutions Inc | Stock-Industrials | 1.58% | -0.17% | -3.50% | |
| 14 | ACN | Accenture plc | Stock-Tech | 1.56% | -0.54% | -5.15% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.53% | -0.08% | -1.06% | |
| 16 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.50% | +0.01% | -3.41% | |
| 17 | ICE | Intercontinental Exchange In | Stock-Financials | 1.47% | -0.30% | +15.48% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.31% | -0.10% | +0.05% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.23% | -0.27% | -3.63% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.20% | -0.11% | -1.61% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.20% | -1.66% | EXIT | |
| 22 | ETN | Eaton Corporation plc | Stock-Industrials | 1.20% | +0.13% | +2.90% | |
| 23 | AON | Aon plc | Stock-Financials | 1.19% | -0.09% | -5.44% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | +0.08% | +2.18% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.14% | -0.01% | -2.61% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.10% | -0.16% | -2.90% | |
| 27 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.04% | +0.11% | -4.25% | |
| 28 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.03% | -0.37% | -2.77% | |
| 29 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.99% | -0.08% | -3.32% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.99% | -0.03% | -7.91% | |
| 31 | DUK | Duke Energy CORP | Stock-Utilities | 0.92% | -0.14% | +232.80% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.92% | +0.05% | -0.20% | |
| 33 | DHR | Danaher CORP | Stock-Healthcare | 0.91% | -0.12% | -11.77% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | +0.08% | +0.65% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.16% | -4.60% | |
| 36 | PH | Parker Hannifin CORP | Stock-Industrials | 0.86% | — | +1.78% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.84% | -0.29% | -4.69% | |
| 38 | MCO | Moody's CORP | Stock-Financials | 0.84% | +0.05% | -3.03% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.81% | -0.10% | +5.07% | |
| 40 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.74% | -0.09% | -12.12% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.12% | -0.82% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | -0.02% | -2.47% | |
| 43 | CME | Cme Group Inc | Stock-Financials | 0.69% | -0.23% | -2.49% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.13% | -7.95% | |
| 45 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.64% | -0.17% | — | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.63% | -0.74% | EXIT | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.03% | — | |
| 48 | AXP | American Express Co | Stock-Financials | 0.63% | +0.03% | +4.55% | |
| 49 | OKE | Oneok Inc | Stock-Energy | 0.63% | -0.08% | -5.79% | |
| 50 | ADI | Analog Devices Inc | Stock-Tech | 0.59% | +0.10% | +5.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.2% | -3.71% | Trim |
| 2 | DUK | Duke Energy CORP | +0.6% | +232.80% | Add |
| 3 | LRCX | Lam Research CORP | +0.5% | -2.43% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.34% | Trim |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.3% | -1.06% | Trim |
| 6 | LLY | Eli Lilly & Co | +0.2% | -0.82% | Trim |
| 7 | AAPL | Apple Inc | +0.2% | -3.76% | Trim |
| 8 | IQV | Iqvia Holdings Inc | +0.2% | -3.41% | Trim |
| 9 | ICE | Intercontinental Exchange In | +0.2% | +15.48% | Add |
| 10 | PH | Parker Hannifin CORP | +0.1% | +1.78% | Add |
| 11 | JNJ | Johnson & Johnson | +0.1% | -4.61% | Trim |
| 12 | RTX | Rtx CORP | +0.1% | -3.01% | Trim |
| 13 | AXP | American Express Co | +0.1% | +4.55% | Add |
| 14 | NEE | Nextera Energy Inc | +0.1% | +5.07% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +2.18% | Add |
| 16 | AVGO | Broadcom Inc | +0.1% | -3.97% | Trim |
| 17 | ADI | Analog Devices Inc | +0.1% | +5.04% | Add |
| 18 | BSX | Boston Scientific CORP | +0.1% | +276.27% | Add |
| 19 | MRK | Merck & Co. Inc. | +0.1% | -0.13% | Trim |
| 20 | XOM | Exxon Mobil CORP | +0.1% | -0.78% | Trim |
| 21 | AMGN | Amgen Inc | +0.1% | -1.51% | Trim |
| 22 | ACN | Accenture plc | +0.1% | -5.15% | Trim |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | -1.89% | Trim |
| 24 | CSCO | Cisco Systems Inc | +0.1% | +0.67% | Add |
| 25 | NVS | Novartis Ag-sponsored Adr | +0.1% | -3.32% | Trim |
| 26 | MCO | Moody's CORP | +0.1% | -3.03% | Trim |
| 27 | V | Visa Inc-class A Shares | +0.1% | -1.77% | Trim |
| 28 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 29 | SCHW | Schwab (charles) CORP | 0% | -1.61% | Trim |
| 30 | UPS | United Parcel Service-cl B | 0% | -6.12% | Trim |
| 31 | BAC | Bank Of America CORP | 0% | +0.60% | Add |
| 32 | SPGI | S&p Global Inc | 0% | -0.95% | Trim |
| 33 | WFC | Wells Fargo & Co | 0% | -4.10% | Trim |
| 34 | LDOS | Leidos Holdings Inc | 0% | +10.75% | Add |
| 35 | NI | Nisource Inc | 0% | +24.84% | Add |
| 36 | PM | Philip Morris International | 0% | +12.87% | Add |
| 37 | TRV | Travelers Cos Inc/the | 0% | +0.59% | Add |
| 38 | DHR | Danaher CORP | 0% | -11.77% | Trim |
| 39 | APH | Amphenol Corp-cl A | 0% | +1.53% | Add |
| 40 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 41 | AMTM | Amentum Holdings Inc | 0% | -8.12% | Trim |
| 42 | CSX | Csx CORP | 0% | +1.35% | Add |
| 43 | CEG | Constellation Energy | 0% | +31.95% | Add |
| 44 | CM | Can Imperial Bk Of Commerce | 0% | — | Unchanged |
| 45 | TD | Toronto-dominion Bank | 0% | — | Unchanged |
| 46 | PNC | Pnc Financial Services Group | 0% | -1.43% | Trim |
| 47 | PLD | Prologis Inc | 0% | — | Unchanged |
| 48 | DOV | Dover CORP | 0% | — | Unchanged |
| 49 | DE | Deere & Co | 0% | — | Unchanged |
| 50 | EPD | Enterprise Products Partners | 0% | -1.12% | Trim |
According to official SEC Form 13F filings, Tower Bridge Advisors reported a total U.S. public equity portfolio value of $1.1B across 189 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
UL
市值: $904.9K
Top Position Liquidated / Trimmed
UL
前期市值: $1.0M
During Q4 2025, Tower Bridge Advisors's top holdings by market value included MSFT (6.9%)、GOOG (5.9%)、AAPL (5.8%). The largest single position, MSFT, represented 6.9% of total portfolio value.
In Q4 2025, Tower Bridge Advisors made 144 total portfolio adjustments, initiating 4 new buys, adding to 39 positions, trimming 92 holdings, and fully liquidating 9 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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