TOWER BRIDGE ADVISORS

CIK 0001278249 • 6 13F filings • May 8, 2025 – Aug 12, 2026

Import this data to Google Sheets with:

=jivedata("tower-bridge-advisors","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: TOWER BRIDGE ADVISORS, CFO, Principal
Address: 300 BARR HARBOR DRIVE, SUITE 705, WEST CONSHOHOCKEN, PA, 19428
Phone: 610-260-2205
AUM: $990.2M

AUM over time

$1.11B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $1.04B221 positionsView on SEC.gov

			% of Portfolio
3M Company	Common	$253K	0.0%	1,743 SH	New
Abbott Laboratories	Common	$5.1M	0.5%	49,880 SH	New
AbbVie, Inc.	Common	$8.6M	0.8%	39,323 SH	New
Accenture Plc Class A	Common	$11.4M	1.1%	57,573 SH	New
Adobe Inc.	Common	$324K	0.0%	1,333 SH	New
Aflac Incorporated	Common	$1.7M	0.2%	15,722 SH	New
Agnico Eagle Mines Limited	Common	$609K	0.1%	3,000 SH	New
Air Products and Chemicals, Inc.	Common	$4.1M	0.4%	14,212 SH	New
Alamos Gold Inc.	Common	$555K	0.1%	12,500 SH	New
Allstate Corporation	Common	$1.2M	0.1%	5,753 SH	New
Alphabet Inc. Class A	Common	$15.7M	1.5%	54,515 SH	New
Alphabet Inc. Class C	Common	$53.2M	5.1%	185,528 SH	New
Altria Group, Inc.	Common	$507K	0.0%	7,684 SH	New
Amazon.com, Inc.	Common	$11.6M	1.1%	55,692 SH	New
Amentum Holdings, Inc.	Common	$931K	0.1%	35,698 SH	New
American Electric Power Company, Inc.	Common	$652K	0.1%	4,975 SH	New
American Express Company	Common	$5.2M	0.5%	17,349 SH	New
Ameriprise Financial, Inc.	Common	$3.3M	0.3%	7,399 SH	New
Amgen Inc.	Common	$5.3M	0.5%	15,175 SH	New
Amphenol Corporation Class A	Common	$1.7M	0.2%	13,170 SH	New
Analog Devices, Inc.	Common	$7.3M	0.7%	22,994 SH	New
Aon Plc Class A	Common	$10.8M	1.0%	33,476 SH	New
Apple Inc.	Common	$54.3M	5.2%	214,146 SH	New
Applied Materials, Inc.	Common	$1.1M	0.1%	3,118 SH	New
Arcos Dorados Holdings, Inc. Class A	Common	$83K	0.0%	10,000 SH	New
ASML Holding NV Sponsored ADR	Common	$432K	0.0%	327 SH	New
AT&T Inc	Common	$597K	0.1%	20,598 SH	New
Automatic Data Processing, Inc.	Common	$1.1M	0.1%	5,354 SH	New
Bank of America Corp	Common	$3.7M	0.4%	76,628 SH	New
Becton, Dickinson and Company	Common	$5.9M	0.6%	37,285 SH	New
Berkshire Hathaway Inc. Class A	Common	$718K	0.1%	1 SH	New
Berkshire Hathaway Inc. Class B	Common	$6.0M	0.6%	12,426 SH	New
BlackRock, Inc.	Common	$965K	0.1%	1,003 SH	New
Blackstone Inc.	Common	$300K	0.0%	2,609 SH	New
Boeing Company	Common	$210K	0.0%	1,053 SH	New
Boston Scientific Corporation	Common	$831K	0.1%	13,250 SH	New
Bristol-Myers Squibb Company	Common	$1.6M	0.2%	26,448 SH	New
Broadcom Inc.	Common	$41.3M	4.0%	133,287 SH	New
Brown & Brown, Inc.	Common	$4.0M	0.4%	61,416 SH	New
Canadian Imperial Bank of Commerce	Common	$721K	0.1%	7,614 SH	New
Carrier Global Corp.	Common	$583K	0.1%	10,359 SH	New
Caterpillar Inc.	Common	$2.8M	0.3%	4,000 SH	New
CDW Corporation	Common	$1.4M	0.1%	11,185 SH	New
Century Communities, Inc.	Common	$574K	0.1%	10,000 SH	New
Charles Schwab Corp	Common	$11.6M	1.1%	123,790 SH	New
Chevron Corporation	Common	$11.7M	1.1%	56,765 SH	New
Chubb Limited	Common	$400K	0.0%Prev: 0.1%	1,228 SH	Decreased-507 SH
Cigna Group	Common	$727K	0.1%	2,727 SH	New
Cisco Systems, Inc.	Common	$4.4M	0.4%	57,317 SH	New
CME Group Inc. Class A	Common	$7.5M	0.7%	25,233 SH	New
Coca-Cola Company	Common	$10.7M	1.0%	140,362 SH	New
Colgate-Palmolive Company	Common	$1.9M	0.2%	22,487 SH	New
Comcast Corporation Class A	Common	$382K	0.0%	13,296 SH	New
ConocoPhillips	Common	$829K	0.1%Prev: 0.1%	6,277 SH	Increased-1,334 SH
Costco Wholesale Corporation	Common	$10.1M	1.0%	10,146 SH	New
CSX Corporation	Common	$3.3M	0.3%	79,388 SH	New
Danaher Corporation	Common	$7.1M	0.7%	37,511 SH	New
Deere & Company	Common	$4.1M	0.4%	7,284 SH	New
Dell Technologies, Inc. Class C	Common	$222K	0.0%	1,350 SH	New
Diamondback Energy, Inc.	Common	$1.3M	0.1%	6,825 SH	New
Dominion Energy Inc	Common	$217K	0.0%	3,504 SH	New
Dover Corporation	Common	$493K	0.0%	2,367 SH	New
Duke Energy Corporation	Common	$11.5M	1.1%	88,104 SH	New
Eaton Corp. Plc	Common	$13.5M	1.3%	37,865 SH	New
Eli Lilly and Company	Common	$6.1M	0.6%	6,681 SH	New
Emera Incorporated	Common	$247K	0.0%	4,771 SH	New
Emerson Electric Co.	Common	$892K	0.1%	6,807 SH	New
Enbridge Inc.	Common	$3.9M	0.4%	72,418 SH	New
Enterprise Products Partners L.P.	Common	$4.9M	0.5%	129,635 SH	New
Equinix, Inc.	Common	$230K	0.0%	235 SH	New
Exxon Mobil Corporation	Common	$17.2M	1.7%	101,469 SH	New
FedEx Corporation	Common	$986K	0.1%	2,767 SH	New
First Trust NASDAQ-100 Technology Sector Index Fund	ETF	$237K	0.0%	1,098 SH	New
Freeport-McMoRan, Inc.	Common	$223K	0.0%	3,800 SH	New
GE Aerospace	Common	$1.2M	0.1%Prev: 0.1%	4,268 SH	Increased+1,338 SH
GE Vernova Inc.	Common	$968K	0.1%	1,109 SH	New
Globe Life Inc.	Common	$418K	0.0%	3,000 SH	New
Goldman Sachs Group, Inc.	Common	$931K	0.1%	1,100 SH	New
Hershey Company	Common	$561K	0.1%	2,700 SH	New
Home Depot, Inc.	Common	$6.7M	0.7%	20,490 SH	New
Honeywell International Inc.	Common	$7.7M	0.7%	34,038 SH	New
Illinois Tool Works Inc.	Common	$498K	0.0%	1,914 SH	New
Intercontinental Exchange, Inc.	Common	$14.2M	1.4%	90,289 SH	New
International Business Machines Corporation	Common	$2.4M	0.2%	10,038 SH	New
International Paper Company	Common	$208K	0.0%	5,825 SH	New
Invesco NASDAQ 100 ETF	ETF	$355K	0.0%	1,492 SH	New
Invesco QQQ Trust Series I	ETF	$1.3M	0.1%	2,287 SH	New
Invesco S&P 500 Equal Weight ETF	ETF	$2.6M	0.3%	13,596 SH	New
IQVIA Holdings Inc	Common	$11.3M	1.1%Prev: 1.4%	66,262 SH	Decreased-5,806 SH
iShares Broad USD High Yield Corporate Bond ETF	ETF	$419K	0.0%	11,360 SH	New
iShares Core S&P 500 ETF	ETF	$2.1M	0.2%	3,266 SH	New
iShares Core S&P Mid-Cap ETF	ETF	$623K	0.1%	9,220 SH	New
iShares Core S&P Small Cap ETF	ETF	$341K	0.0%	2,747 SH	New
iShares Core S&P US Value ETF	ETF	$307K	0.0%	3,000 SH	New
iShares iBonds Dec 2026 Term Treasury ETF	ETF	$201K	0.0%	8,750 SH	New
iShares iBonds Dec 2027 Term Treasury ETF	ETF	$300K	0.0%	13,375 SH	New
iShares iBonds Dec 2028 Term Treasury ETF	ETF	$300K	0.0%	13,475 SH	New
iShares MSCI India ETF	ETF	$408K	0.0%	8,700 SH	New
iShares MSCI USA Quality Factor ETF	ETF	$748K	0.1%	3,900 SH	New
iShares Preferred & Income Securities ETF	ETF	$533K	0.1%	17,575 SH	New
iShares Russell 1000 Value ETF	ETF	$962K	0.1%	4,500 SH	New
iShares Russell Midcap ETF	ETF	$1.6M	0.2%	16,576 SH	New
iShares Russell Top 200 Growth ETF	ETF	$722K	0.1%	2,900 SH	New
iShares Russell Top 200 Value ETF	ETF	$454K	0.0%	4,900 SH	New
iShares Select Dividend ETF	ETF	$265K	0.0%	1,750 SH	New
iShares TIPS Bond ETF	ETF	$836K	0.1%	7,578 SH	New
Jacobs Solutions Inc.	Common	$15.3M	1.5%	120,052 SH	New
Johnson & Johnson	Common	$21.8M	2.1%Prev: 1.8%	89,249 SH	Increased-7,279 SH
JPMorgan Chase & Co.	Common	$36.9M	3.6%	125,531 SH	New
Kimberly-Clark Corporation	Common	$372K	0.0%	3,855 SH	New
L3Harris Technologies Inc	Common	$7.5M	0.7%	21,633 SH	New
Lam Research Corporation	Common	$22.8M	2.2%	106,918 SH	New
Leidos Holdings, Inc.	Common	$3.1M	0.3%	20,226 SH	New
Lennar Corporation Class A	Common	$4.9M	0.5%	56,030 SH	New
Linde plc	Common	$5.3M	0.5%	10,611 SH	New
Lockheed Martin Corporation	Common	$4.2M	0.4%	6,919 SH	New
Lowe's Companies, Inc.	Common	$10.9M	1.1%	46,189 SH	New
Marathon Petroleum Corporation	Common	$1.4M	0.1%	5,778 SH	New
Marsh & McLennan Companies, Inc.	Common	$298K	0.0%	1,716 SH	New
McCormick & Company, Incorporated	Common	$453K	0.0%	8,986 SH	New
McDonald's Corporation	Common	$20.5M	2.0%	65,893 SH	New
Medtronic Plc	Common	$3.2M	0.3%Prev: 0.4%	37,203 SH	Decreased-4,201 SH
Merck & Co., Inc.	Common	$4.2M	0.4%	35,251 SH	New
Meritage Homes Corporation	Common	$495K	0.0%	8,000 SH	New
Meta Platforms Inc Class A	Common	$11.2M	1.1%	19,631 SH	New
Microsoft Corporation	Common	$53.2M	5.1%	143,677 SH	New
Millrose Properties Inc Class A	Common	$649K	0.1%	23,174 SH	New
Mondelez International, Inc. Class A	Common	$3.4M	0.3%	59,518 SH	New
Moody's Corporation	Common	$7.9M	0.8%	17,997 SH	New
Netflix, Inc.	Common	$1.2M	0.1%	12,590 SH	New
NextEra Energy, Inc.	Common	$9.5M	0.9%	102,289 SH	New
NiSource Inc	Common	$1.3M	0.1%	27,998 SH	New
Norfolk Southern Corporation	Common	$2.4M	0.2%	8,338 SH	New
Novartis AG	Common	$10.9M	1.1%	71,531 SH	New
Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest	Closed End	$277K	0.0%	24,629 SH	New
NVIDIA Corporation	Common	$9.1M	0.9%	52,285 SH	New
NXP Semiconductors NV	Common	$857K	0.1%	4,355 SH	New
ONEOK, Inc.	Common	$7.7M	0.7%	84,916 SH	New
Oracle Corporation	Common	$21.9M	2.1%	148,613 SH	New
Parker-Hannifin Corporation	Common	$8.7M	0.8%	9,759 SH	New
PepsiCo, Inc.	Common	$13.6M	1.3%	87,426 SH	New
Pfizer Inc.	Common	$1.2M	0.1%	41,109 SH	New
Philip Morris International Inc.	Common	$1.9M	0.2%	11,389 SH	New
Phillips 66	Common	$1.7M	0.2%Prev: 0.1%	9,299 SH	Increased-1,250 SH
Phillips Edison & Company, Inc.	Common	$238K	0.0%	6,350 SH	New
PNC Financial Services Group, Inc.	Common	$3.1M	0.3%	14,695 SH	New
PPG Industries, Inc.	Common	$299K	0.0%	2,800 SH	New
PPL Corporation	Common	$277K	0.0%	7,264 SH	New
Procter & Gamble Company	Common	$11.5M	1.1%	79,548 SH	New
Prologis, Inc.	Common	$753K	0.1%	5,695 SH	New
Prudential Financial, Inc.	Common	$562K	0.1%	5,750 SH	New
QUALCOMM Incorporated	Common	$1.9M	0.2%	14,787 SH	New
Raymond James Financial, Inc.	Common	$1.2M	0.1%	8,059 SH	New
Regions Financial Corporation	Common	$230K	0.0%	8,809 SH	New
Roper Technologies, Inc.	Common	$202K	0.0%	570 SH	New
RTX Corporation	Common	$20.3M	2.0%Prev: 1.6%	105,144 SH	Increased-2,352 SH
S&P Global, Inc.	Common	$3.7M	0.4%	8,589 SH	New
Schwab Emerging Markets Equity ETF	ETF	$990K	0.1%	30,052 SH	New
Schwab U.S. Broad Market ETF	ETF	$206K	0.0%	8,200 SH	New
Schwab U.S. Large-Cap Growth ETF	ETF	$575K	0.1%	19,727 SH	New
Schwab U.S. Mid-Cap ETF	ETF	$2.2M	0.2%	70,226 SH	New
Schwab U.S. Small-Cap ETF	ETF	$390K	0.0%	13,400 SH	New
Schwab US Dividend Equity ETF	ETF	$7.6M	0.7%	247,554 SH	New
Simon Property Group, Inc.	Common	$2.4M	0.2%	12,675 SH	New
Solstice Advanced Materials, Inc.	Common	$349K	0.0%	4,579 SH	New
Southern Company	Common	$1.6M	0.2%	17,079 SH	New
SPDR Gold MiniShares	ETF	$738K	0.1%	7,965 SH	New
SPDR Gold Shares	ETF	$594K	0.1%	1,380 SH	New
SPDR S&P 500 ETF Trust	ETF	$5.8M	0.6%	8,879 SH	New
SPDR S&P Midcap 400 ETF Trust	ETF	$1.6M	0.1%	2,516 SH	New
Sprott Physical Gold Trust Units	Closed End	$464K	0.0%	13,101 SH	New
Starbucks Corporation	Common	$450K	0.0%	5,020 SH	New
State Street Corporation	Common	$275K	0.0%	2,175 SH	New
State Street Health Care Select Sector SPDR ETF	ETF	$224K	0.0%	1,530 SH	New
State Street SPDR S&P Biotech ETF	ETF	$890K	0.1%	6,970 SH	New
State Street Technology Select Sector SPDR ETF	ETF	$210K	0.0%	1,582 SH	New
Sysco Corporation	Common	$213K	0.0%	2,982 SH	New
T-Mobile US, Inc.	Common	$10.6M	1.0%	50,312 SH	New
Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR	Common	$330K	0.0%	976 SH	New
Texas Pacific Land Corporation	Common	$5.2M	0.5%	11,009 SH	New
Thermo Fisher Scientific Inc.	Common	$13.4M	1.3%	27,200 SH	New
Toll Brothers, Inc.	Common	$10.3M	1.0%	75,591 SH	New
Toronto-Dominion Bank	Common	$473K	0.0%	5,065 SH	New
Trane Technologies plc	Common	$1.7M	0.2%	3,978 SH	New
Travelers Companies, Inc.	Common	$4.0M	0.4%	13,566 SH	New
Truist Financial Corporation	Common	$468K	0.0%	10,190 SH	New
Uber Technologies, Inc.	Common	$324K	0.0%	4,500 SH	New
Unilever PLC Sponsored ADR	Common	$626K	0.1%	10,994 SH	New
Union Pacific Corporation	Common	$5.1M	0.5%	21,017 SH	New
United Parcel Service, Inc. Class B	Common	$6.5M	0.6%	66,288 SH	New
UnitedHealth Group Incorporated	Common	$613K	0.1%	2,265 SH	New
VanEck Semiconductor ETF	ETF	$472K	0.0%	1,232 SH	New
Vanguard Dividend Appreciation ETF	ETF	$2.7M	0.3%	12,368 SH	New
Vanguard FTSE All-World ex-US Index Fund	ETF	$7.2M	0.7%	95,235 SH	New
Vanguard FTSE Developed Markets ETF	ETF	$1.7M	0.2%	27,108 SH	New
Vanguard FTSE Emerging Markets ETF	ETF	$1.0M	0.1%	19,371 SH	New
Vanguard Growth ETF	ETF	$295K	0.0%	676 SH	New
Vanguard Large-Cap ETF	ETF	$708K	0.1%	2,368 SH	New
Vanguard Mid-Cap ETF	ETF	$5.4M	0.5%	18,929 SH	New
Vanguard Mid-Cap Growth ETF	ETF	$530K	0.1%	2,059 SH	New
Vanguard Mid-Cap Value ETF	ETF	$355K	0.0%	1,925 SH	New
Vanguard Russell 1000 Value ETF	ETF	$902K	0.1%	9,620 SH	New
Vanguard S&P 500 ETF	ETF	$18.6M	1.8%	31,158 SH	New
Vanguard Short-Term Bond ETF	ETF	$875K	0.1%	11,157 SH	New
Vanguard Small Cap Value ETF	ETF	$272K	0.0%	1,250 SH	New
Vanguard Small-Cap ETF	ETF	$2.0M	0.2%	7,683 SH	New
Vanguard Total Stock Market ETF	ETF	$1.4M	0.1%	4,255 SH	New
Veralto Corporation	Common	$371K	0.0%	4,200 SH	New
Verizon Communications Inc.	Common	$686K	0.1%	13,668 SH	New
Visa Inc. Class A	Common	$17.9M	1.7%	59,330 SH	New
Vulcan Materials Company	Common	$1.3M	0.1%	4,936 SH	New
Walmart Inc.	Common	$8.1M	0.8%	64,974 SH	New
Walt Disney Company	Common	$668K	0.1%	6,928 SH	New
Warner Bros. Discovery, Inc. Series A	Common	$216K	0.0%	7,874 SH	New
Waste Management, Inc.	Common	$6.7M	0.7%	29,302 SH	New
Waters Corporation	Common	$1.4M	0.1%	4,748 SH	New
Watsco, Inc.	Common	$5.9M	0.6%	16,196 SH	New
Wells Fargo & Company	Common	$3.3M	0.3%	40,926 SH	New
Welltower Inc.	Common	$875K	0.1%	4,425 SH	New
Williams Companies, Inc.	Common	$791K	0.1%	10,864 SH	New
Zeta Global Holdings Corp. Class A	Common	$185K	0.0%	11,600 SH	New

Sold (vs prior filing)

3M CO. — $315K
A T & T INC (NEW) — $603K
ABBOTT LABS — $6.0M
ABBVIE INC — $8.4M
ACCENTURE PLC — $19.8M
ADOBE SYS INC — $4.9M
AFLAC INC — $1.8M
AIM TAX-EXEMPT FDS — $202K
AIR PRODS & CHEMS — $4.2M
ALLSTATE CORP — $1.3M
ALPHABET CLASS A — $9.2M
ALPHABET CLASS C — $31.1M
ALTRIA GROUP INC — $566K
AMAZON COM INC — $8.6M
AMENTUM HOLDINGS I — $708K
AMERICAN BALANCED — $284K
AMERICAN ELECTRIC — $544K
AMERICAN EXPRESS C — $3.5M
AMERICAN FUNDS WAS — $291K
AMERIPRISE FINL IN — $3.8M
… and 166 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001278249-26-000002	$990.2M	View
Nov 12, 2025	Q3 2025	13F-HR	0001278249-25-000010	$1.00B	View
Aug 12, 2026	Q2 2026