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CIK: 0001278249
Total reported value
$1.1B
$1.1B
221 檔
21.6%
During the Q1 2026 filing period, Tower Bridge Advisors (CIK: 0001278249) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 221 reported positions.
In Q1 2026, Tower Bridge Advisors displayed an active expansion posture, initiating 59 new positions and adding to 60 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 221 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.25% | +0.16% | +1.69% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.14% | +0.61% | -0.86% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.14% | -0.41% | +1.33% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.98% | +0.44% | -0.43% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.57% | +0.04% | +1.20% | |
| 6 | LRCX | Lam Research CORP | Stock-Tech | 2.21% | +1.83% | -20.04% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 2.11% | -0.19% | +0.32% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.11% | -0.06% | +1.64% | |
| 9 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.98% | -0.39% | +1.00% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 1.96% | -0.18% | +2.51% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.80% | +0.57% | — | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.73% | +0.10% | -0.27% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.66% | -1.66% | EXIT | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | +0.26% | -0.87% | |
| 15 | J | Jacobs Solutions Inc | Stock-Industrials | 1.48% | -0.17% | +1.63% | |
| 16 | ICE | Intercontinental Exchange In | Stock-Financials | 1.37% | -0.30% | +0.75% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.31% | -0.27% | +2.87% | |
| 18 | ETN | Eaton Corporation plc | Stock-Industrials | 1.31% | +0.13% | +1.70% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.29% | -0.08% | +4.11% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.13% | -0.29% | +4.37% | |
| 21 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.12% | -0.11% | +3.78% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.08% | +9.70% | |
| 23 | DUK | Duke Energy CORP | Stock-Utilities | 1.11% | -0.14% | +12.88% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.11% | -0.01% | +1.20% | |
| 25 | ACN | Accenture plc | Stock-Tech | 1.10% | -0.54% | -0.11% | |
| 26 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.09% | +0.01% | +0.45% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.10% | -0.32% | |
| 28 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.06% | -0.08% | +0.89% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.05% | -0.16% | +1.86% | |
| 30 | AON | Aon plc | Stock-Financials | 1.04% | -0.09% | +0.34% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.03% | -0.03% | +0.44% | |
| 32 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.02% | -0.37% | -0.24% | |
| 33 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.00% | +0.11% | -0.40% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.16% | -0.18% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.92% | -0.10% | +2.14% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | +0.08% | +8.96% | |
| 37 | PH | Parker Hannifin CORP | Stock-Industrials | 0.84% | — | +0.29% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | +0.05% | -1.75% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.13% | +10.59% | |
| 40 | MCO | Moody's CORP | Stock-Financials | 0.76% | +0.05% | +11.15% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.74% | -0.74% | EXIT | |
| 42 | OKE | Oneok Inc | Stock-Energy | 0.74% | -0.08% | +0.84% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.73% | -0.03% | — | |
| 44 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.72% | -0.17% | -0.23% | |
| 45 | CME | Cme Group Inc | Stock-Financials | 0.72% | -0.23% | +1.01% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.71% | +0.10% | +6.16% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.69% | -0.01% | — | |
| 48 | DHR | Danaher CORP | Stock-Healthcare | 0.69% | -0.12% | -5.16% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.02% | +1.39% | |
| 50 | WM | Waste Management Inc | Stock-Industrials | 0.65% | -0.06% | +38.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.5% | +2.65% | Add |
| 2 | UPS | United Parcel Service-cl B | +0.3% | +125.50% | Add |
| 3 | CVX | Chevron CORP | +0.3% | +4.37% | Add |
| 4 | JNJ | Johnson & Johnson | +0.3% | +1.64% | Add |
| 5 | DUK | Duke Energy CORP | +0.2% | +12.88% | Add |
| 6 | WM | Waste Management Inc | +0.2% | +38.13% | Add |
| 7 | TPL | Texas Pacific Land CORP | +0.2% | -1.37% | Trim |
| 8 | WMT | Walmart Inc | +0.1% | +10.59% | Add |
| 9 | ADI | Analog Devices Inc | +0.1% | +6.16% | Add |
| 10 | ETN | Eaton Corporation plc | +0.1% | +1.70% | Add |
| 11 | OKE | Oneok Inc | +0.1% | +0.84% | Add |
| 12 | NEE | Nextera Energy Inc | +0.1% | +2.14% | Add |
| 13 | HON | Honeywell International Inc | +0.1% | +6.06% | Add |
| 14 | COST | Costco Wholesale CORP | +0.1% | -0.18% | Trim |
| 15 | PEP | Pepsico Inc | +0.1% | +2.87% | Add |
| 16 | LHX | L3harris Technologies Inc | +0.1% | -0.23% | Trim |
| 17 | LIN | Linde plc | +0.1% | +6.38% | Add |
| 18 | NVS | Novartis Ag-sponsored Adr | +0.1% | +0.89% | Add |
| 19 | RTX | Rtx CORP | +0.1% | +2.51% | Add |
| 20 | LMT | Lockheed Martin CORP | +0.1% | +0.36% | Add |
| 21 | ENB | Enbridge Inc | +0.1% | +11.05% | Add |
| 22 | APD | Air Products & Chemicals Inc | +0.1% | — | Unchanged |
| 23 | SO | Southern Co/the | +0.1% | +38.08% | Add |
| 24 | WMB | Williams Cos Inc | +0.1% | +118.20% | Add |
| 25 | MPC | Marathon Petroleum CORP | +0.1% | — | Unchanged |
| 26 | KO | Coca-cola Co/the | 0% | +0.44% | Add |
| 27 | EPD | Enterprise Products Partners | 0% | -2.26% | Trim |
| 28 | AMGN | Amgen Inc | 0% | +4.23% | Add |
| 29 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 30 | CME | Cme Group Inc | 0% | +1.01% | Add |
| 31 | WSO | Watsco Inc | 0% | +2.43% | Add |
| 32 | MRK | Merck & Co. Inc. | 0% | -1.90% | Trim |
| 33 | DE | Deere & Co | 0% | -7.61% | Trim |
| 34 | AMAT | Applied Materials Inc | 0% | +23.83% | Add |
| 35 | PSX | Phillips 66 | 0% | -8.37% | Trim |
| 36 | CSX | Csx CORP | 0% | +0.00% | Add |
| 37 | APH | Amphenol Corp-cl A | 0% | +32.03% | Add |
| 38 | FANG | Diamondback Energy Inc | 0% | -3.81% | Trim |
| 39 | COP | Conocophillips | 0% | — | Unchanged |
| 40 | NI | Nisource Inc | 0% | +6.13% | Add |
| 41 | AEM | Agnico Eagle Mines LTD | 0% | +20.00% | Add |
| 42 | GEV | GE Vernova Inc | 0% | -6.33% | Trim |
| 43 | AGI | Alamos Gold Inc-class A | 0% | +25.00% | Add |
| 44 | PHYS | Sprott Physical Gold Trust | 0% | +31.01% | Add |
| 45 | CL | Colgate-palmolive Co | 0% | -1.47% | Trim |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 0% | +34.62% | Add |
| 47 | FDX | Fedex CORP | 0% | -9.78% | Trim |
| 48 | TFC | Truist Financial CORP | 0% | +30.31% | Add |
| 49 | UNP | Union Pacific CORP | — | +0.84% | Add |
| 50 | MDLZ | Mondelez International Inc-a | — | -1.65% | Trim |
According to official SEC Form 13F filings, Tower Bridge Advisors reported a total U.S. public equity portfolio value of $1.1B across 221 disclosed positions in Q1 2026.
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 AAPL, GOOG, MSFT) accounted for 21.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
VOO
市值: $18.6M
Top Position Liquidated / Trimmed
GS F PERP A
前期市值: $3.4M
During Q1 2026, Tower Bridge Advisors's top holdings by market value included AAPL (5.3%)、GOOG (5.1%)、MSFT (5.1%). The largest single position, AAPL, represented 5.3% of total portfolio value.
In Q1 2026, Tower Bridge Advisors made 190 total portfolio adjustments, initiating 59 new buys, adding to 60 positions, trimming 44 holdings, and fully liquidating 27 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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