TOWER BRIDGE ADVISORS

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

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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: $1.11B222 positionsView on SEC.gov

			% of Portfolio
3M Company	Common	$271K	0.0%	1,675 SH	New
Abbott Laboratories	Common	$4.4M	0.4%	48,646 SH	New
AbbVie, Inc.	Common	$9.8M	0.9%	38,900 SH	New
Accenture Plc Class A	Common	$6.2M	0.6%	49,619 SH	New
Advanced Micro Devices, Inc.	Common	$320K	0.0%	550 SH	New
Aflac Incorporated	Common	$1.8M	0.2%	15,722 SH	New
Agnico Eagle Mines Limited	Common	$527K	0.0%	3,400 SH	New
Air Products and Chemicals, Inc.	Common	$4.2M	0.4%	14,163 SH	New
Alamos Gold Inc.	Common	$455K	0.0%	15,000 SH	New
Allstate Corporation	Common	$1.3M	0.1%	5,362 SH	New
Alphabet Inc. Class A	Common	$19.7M	1.8%	55,051 SH	New
Alphabet Inc. Class C	Common	$63.7M	5.8%	180,426 SH	New
Altria Group, Inc.	Common	$561K	0.1%	7,791 SH	New
Amazon.com, Inc.	Common	$13.3M	1.2%	55,929 SH	New
Amentum Holdings, Inc.	Common	$688K	0.1%	33,261 SH	New
American Electric Power Company, Inc.	Common	$681K	0.1%	4,975 SH	New
American Express Company	Common	$6.0M	0.5%	17,806 SH	New
Ameriprise Financial, Inc.	Common	$3.4M	0.3%	7,332 SH	New
Amgen Inc.	Common	$5.5M	0.5%	15,102 SH	New
Amphenol Corporation Class A	Common	$7.0M	0.6%	39,481 SH	New
Analog Devices, Inc.	Common	$9.0M	0.8%	22,704 SH	New
Aon Plc Class A	Common	$10.5M	1.0%	31,789 SH	New
Apple Inc.	Common	$60.0M	5.4%	207,214 SH	New
Applied Materials, Inc.	Common	$2.1M	0.2%	2,841 SH	New
ASML Holding NV Sponsored ADR	Common	$651K	0.1%	327 SH	New
AT&T Inc	Common	$410K	0.0%	19,826 SH	New
Automatic Data Processing, Inc.	Common	$1.5M	0.1%	6,704 SH	New
Bank of America Corp	Common	$4.3M	0.4%Prev: 0.4%	75,694 SH	Increased+2,176 SH
Becton, Dickinson and Company	Common	$5.3M	0.5%	34,806 SH	New
Berkshire Hathaway Inc. Class A	Common	$749K	0.1%	1 SH	New
Berkshire Hathaway Inc. Class B	Common	$6.1M	0.6%	12,211 SH	New
BlackRock, Inc.	Common	$938K	0.1%	976 SH	New
Blackstone Inc.	Common	$209K	0.0%	1,779 SH	New
BNY Mellon Municipal Opportunities ETF	ETF	$394K	0.0%	15,648 SH	New
Boston Scientific Corporation	Common	$534K	0.0%	12,500 SH	New
Bristol-Myers Squibb Company	Common	$1.5M	0.1%	26,527 SH	New
Broadcom Inc.	Common	$49.0M	4.4%	129,671 SH	New
Brown & Brown, Inc.	Common	$3.2M	0.3%	50,500 SH	New
Canadian Imperial Bank of Commerce	Common	$876K	0.1%	7,614 SH	New
Carrier Global Corp.	Common	$726K	0.1%	9,904 SH	New
Caterpillar Inc.	Common	$4.2M	0.4%	3,983 SH	New
CDW Corporation	Common	$1.3M	0.1%	9,195 SH	New
Celsius Holdings, Inc.	Common	$1.5M	0.1%	50,000 SH	New
Charles Schwab Corp	Common	$11.2M	1.0%	121,059 SH	New
Chevron Corporation	Common	$9.3M	0.8%	56,246 SH	New
Chubb Limited	Common	$418K	0.0%Prev: 0.1%	1,228 SH	Decreased-507 SH
Cigna Group	Common	$892K	0.1%	3,234 SH	New
Cisco Systems, Inc.	Common	$6.6M	0.6%	56,524 SH	New
CME Group Inc. Class A	Common	$5.4M	0.5%	24,433 SH	New
Coca-Cola Company	Common	$11.0M	1.0%	135,870 SH	New
Colgate-Palmolive Company	Common	$2.0M	0.2%	21,582 SH	New
Comcast Corporation Class A	Common	$258K	0.0%	10,522 SH	New
ConocoPhillips	Common	$641K	0.1%Prev: 0.1%	6,169 SH	Increased-108 SH
Corning Inc	Common	$255K	0.0%	1,000 SH	New
Costco Wholesale Corporation	Common	$9.0M	0.8%	9,661 SH	New
CSX Corporation	Common	$3.8M	0.3%	79,394 SH	New
CVS Health Corporation	Common	$207K	0.0%	2,002 SH	New
Danaher Corporation	Common	$6.3M	0.6%	33,245 SH	New
Deere & Company	Common	$4.6M	0.4%	7,284 SH	New
Dell Technologies, Inc. Class C	Common	$582K	0.1%	1,350 SH	New
Diamondback Energy, Inc.	Common	$1.1M	0.1%	6,267 SH	New
Dominion Energy Inc	Common	$249K	0.0%	3,644 SH	New
Dover Corporation	Common	$523K	0.0%	2,334 SH	New
Duke Energy Corporation	Common	$10.8M	1.0%	85,105 SH	New
Eaton Corp. Plc	Common	$16.0M	1.4%	37,534 SH	New
Eli Lilly and Company	Common	$7.9M	0.7%	6,601 SH	New
Emera Incorporated	Common	$253K	0.0%	4,771 SH	New
Emerson Electric Co.	Common	$974K	0.1%	6,807 SH	New
Enbridge Inc.	Common	$3.9M	0.4%	71,884 SH	New
Enterprise Products Partners L.P.	Common	$4.6M	0.4%	124,490 SH	New
Equinix, Inc.	Common	$245K	0.0%	235 SH	New
Exxon Mobil Corporation	Common	$13.9M	1.3%	101,825 SH	New
FedEx Corporation	Common	$1.0M	0.1%	3,242 SH	New
FedEx Freight Holding Company, Inc.	Common	$209K	0.0%	1,383 SH	New
First Trust NASDAQ-100 Technology Sector Index Fund	ETF	$317K	0.0%	948 SH	New
Freeport-McMoRan, Inc.	Common	$246K	0.0%	3,910 SH	New
GE Aerospace	Common	$1.2M	0.1%Prev: 0.1%	3,144 SH	Increased+376 SH
GE Vernova Inc.	Common	$950K	0.1%	809 SH	New
Globe Life Inc.	Common	$536K	0.0%	3,000 SH	New
Goldman Sachs Group, Inc.	Common	$1.1M	0.1%	1,115 SH	New
Hershey Company	Common	$474K	0.0%	2,700 SH	New
Home Depot, Inc.	Common	$6.9M	0.6%	19,705 SH	New
Honeywell Aerospace, Inc.	Common	$3.7M	0.3%	16,702 SH	New
Honeywell International Inc.	Common	$3.7M	0.3%	16,712 SH	New
Illinois Tool Works Inc.	Common	$464K	0.0%	1,714 SH	New
Intel Corporation	Common	$503K	0.0%	3,600 SH	New
Intercontinental Exchange, Inc.	Common	$11.9M	1.1%	96,576 SH	New
International Business Machines Corporation	Common	$2.9M	0.3%	10,289 SH	New
International Paper Company	Common	$222K	0.0%	5,825 SH	New
Invesco NASDAQ 100 ETF	ETF	$433K	0.0%	1,430 SH	New
Invesco QQQ Trust Series I	ETF	$2.0M	0.2%	2,674 SH	New
Invesco S&P 500 Equal Weight ETF	ETF	$3.1M	0.3%	14,338 SH	New
IQVIA Holdings Inc	Common	$12.2M	1.1%Prev: 1.2%	63,268 SH	Increased-5,205 SH
iShares Broad USD High Yield Corporate Bond ETF	ETF	$403K	0.0%	10,875 SH	New
iShares Core S&P 500 ETF	ETF	$2.4M	0.2%	3,266 SH	New
iShares Core S&P Mid-Cap ETF	ETF	$1.6M	0.1%	21,385 SH	New
iShares Core S&P Small Cap ETF	ETF	$1.1M	0.1%	7,147 SH	New
iShares Core S&P US Value ETF	ETF	$330K	0.0%	3,000 SH	New
iShares MSCI EAFE ETF	ETF	$499K	0.0%	4,806 SH	New
iShares MSCI Emerging Markets ex China ETF	ETF	$207K	0.0%	2,025 SH	New
iShares MSCI India ETF	ETF	$430K	0.0%	8,700 SH	New
iShares MSCI USA Quality Factor ETF	ETF	$896K	0.1%	4,085 SH	New
iShares Preferred & Income Securities ETF	ETF	$536K	0.0%	17,575 SH	New
iShares Russell 1000 Value ETF	ETF	$1.9M	0.2%	8,000 SH	New
iShares Russell Midcap ETF	ETF	$1.6M	0.1%	14,292 SH	New
iShares Russell Top 200 Growth ETF	ETF	$814K	0.1%	2,800 SH	New
iShares Russell Top 200 Value ETF	ETF	$515K	0.0%	4,900 SH	New
iShares Select Dividend ETF	ETF	$274K	0.0%	1,750 SH	New
iShares Short-Term National Muni Bond ETF	ETF	$256K	0.0%	2,400 SH	New
iShares TIPS Bond ETF	ETF	$818K	0.1%	7,478 SH	New
Jacobs Solutions Inc.	Common	$14.6M	1.3%	115,626 SH	New
Johnson & Johnson	Common	$22.7M	2.1%Prev: 1.5%	89,561 SH	Increased-2,813 SH
JPMorgan Chase & Co.	Common	$40.1M	3.6%	122,394 SH	New
Kimberly-Clark Corporation	Common	$338K	0.0%	3,075 SH	New
L3Harris Technologies Inc	Common	$6.1M	0.6%	21,162 SH	New
Lam Research Corporation	Common	$44.8M	4.0%	103,392 SH	New
Leidos Holdings, Inc.	Common	$2.1M	0.2%	20,186 SH	New
Lennar Corporation Class A	Common	$5.0M	0.5%	55,397 SH	New
Linde plc	Common	$5.4M	0.5%	10,354 SH	New
Lockheed Martin Corporation	Common	$3.5M	0.3%	6,952 SH	New
Lowe's Companies, Inc.	Common	$9.8M	0.9%	44,668 SH	New
Marathon Petroleum Corporation	Common	$1.5M	0.1%	5,800 SH	New
Marsh & McLennan Companies, Inc.	Common	$286K	0.0%	1,716 SH	New
McCormick & Company, Incorporated	Common	$337K	0.0%	6,686 SH	New
McDonald's Corporation	Common	$17.6M	1.6%	65,215 SH	New
Medtronic Plc	Common	$2.6M	0.2%Prev: 0.4%	33,584 SH	Decreased-7,404 SH
Merck & Co., Inc.	Common	$4.5M	0.4%	34,852 SH	New
Meta Platforms Inc Class A	Common	$10.9M	1.0%	19,266 SH	New
Microsoft Corporation	Common	$52.4M	4.7%	140,509 SH	New
Millrose Properties Inc Class A	Common	$693K	0.1%	23,062 SH	New
Mondelez International, Inc. Class A	Common	$3.3M	0.3%	57,461 SH	New
Moody's Corporation	Common	$8.9M	0.8%	19,721 SH	New
Morgan Stanley	Common	$389K	0.0%	1,861 SH	New
Netflix, Inc.	Common	$868K	0.1%	12,150 SH	New
NextEra Energy, Inc.	Common	$9.1M	0.8%	103,394 SH	New
Norfolk Southern Corporation	Common	$2.6M	0.2%	8,338 SH	New
Novartis AG	Common	$10.9M	1.0%	69,416 SH	New
Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest	Closed End	$289K	0.0%	24,629 SH	New
NVIDIA Corporation	Common	$10.7M	1.0%	53,310 SH	New
NXP Semiconductors NV	Common	$1.0M	0.1%	3,605 SH	New
ONEOK, Inc.	Common	$7.3M	0.7%	84,507 SH	New
Oracle Corporation	Common	$21.2M	1.9%	144,951 SH	New
Parker-Hannifin Corporation	Common	$9.3M	0.8%	9,546 SH	New
PepsiCo, Inc.	Common	$11.5M	1.0%	85,116 SH	New
Pfizer Inc.	Common	$946K	0.1%	39,290 SH	New
Philip Morris International Inc.	Common	$2.6M	0.2%	14,162 SH	New
Phillips 66	Common	$1.5M	0.1%Prev: 0.1%	8,897 SH	Increased-1,352 SH
Phillips Edison & Company, Inc.	Common	$264K	0.0%	6,350 SH	New
PNC Financial Services Group, Inc.	Common	$3.7M	0.3%	14,825 SH	New
PPG Industries, Inc.	Common	$340K	0.0%	2,800 SH	New
PPL Corporation	Common	$264K	0.0%	7,264 SH	New
Procter & Gamble Company	Common	$12.1M	1.1%	82,775 SH	New
Prologis, Inc.	Common	$738K	0.1%	5,445 SH	New
Prudential Financial, Inc.	Common	$606K	0.1%	5,617 SH	New
QUALCOMM Incorporated	Common	$2.5M	0.2%	13,492 SH	New
Raymond James Financial, Inc.	Common	$1.2M	0.1%	8,059 SH	New
RTX Corporation	Common	$19.7M	1.8%Prev: 1.7%	103,955 SH	Increased-2,680 SH
S&P Global, Inc.	Common	$3.2M	0.3%	7,863 SH	New
Salesforce, Inc.	Common	$779K	0.1%	4,972 SH	New
Schwab Emerging Markets Equity ETF	ETF	$1.1M	0.1%	30,067 SH	New
Schwab U.S. Broad Market ETF	ETF	$237K	0.0%	8,200 SH	New
Schwab U.S. Large-Cap Growth ETF	ETF	$681K	0.1%	20,127 SH	New
Schwab U.S. Mid-Cap ETF	ETF	$2.5M	0.2%	68,171 SH	New
Schwab U.S. Small-Cap ETF	ETF	$484K	0.0%	13,400 SH	New
Schwab US Dividend Equity ETF	ETF	$7.8M	0.7%	245,374 SH	New
Simon Property Group, Inc.	Common	$2.8M	0.3%	12,670 SH	New
Solstice Advanced Materials, Inc.	Common	$245K	0.0%	2,764 SH	New
Southern Company	Common	$1.7M	0.2%	17,603 SH	New
SPDR Gold MiniShares	ETF	$640K	0.1%	8,055 SH	New
SPDR Gold Shares	ETF	$514K	0.0%	1,395 SH	New
SPDR S&P 500 ETF Trust	ETF	$6.8M	0.6%	9,072 SH	New
SPDR S&P Midcap 400 ETF Trust	ETF	$1.8M	0.2%	2,516 SH	New
Sprott Physical Gold Trust Units	Closed End	$471K	0.0%	15,601 SH	New
Starbucks Corporation	Common	$506K	0.0%	4,950 SH	New
State Street Corporation	Common	$365K	0.0%	2,150 SH	New
State Street Health Care Select Sector SPDR ETF	ETF	$243K	0.0%	1,530 SH	New
State Street SPDR S&P Biotech ETF	ETF	$1.7M	0.2%	10,645 SH	New
State Street Technology Select Sector SPDR ETF	ETF	$301K	0.0%	1,582 SH	New
Sysco Corporation	Common	$233K	0.0%	2,782 SH	New
T-Mobile US, Inc.	Common	$7.2M	0.6%	42,687 SH	New
Texas Instruments Incorporated	Common	$210K	0.0%	704 SH	New
Texas Pacific Land Corporation	Common	$4.8M	0.4%	11,009 SH	New
Thermo Fisher Scientific Inc.	Common	$13.4M	1.2%	26,811 SH	New
Toll Brothers, Inc.	Common	$12.3M	1.1%	74,881 SH	New
Toronto-Dominion Bank	Common	$571K	0.1%	4,699 SH	New
Trane Technologies plc	Common	$2.4M	0.2%	4,883 SH	New
Travelers Companies, Inc.	Common	$4.5M	0.4%	13,566 SH	New
Truist Financial Corporation	Common	$448K	0.0%	8,990 SH	New
Unilever PLC Sponsored ADR	Common	$659K	0.1%	10,954 SH	New
Union Pacific Corporation	Common	$5.9M	0.5%	21,519 SH	New
United Parcel Service, Inc. Class B	Common	$7.1M	0.6%	66,063 SH	New
UnitedHealth Group Incorporated	Common	$1.0M	0.1%	2,447 SH	New
VanEck Semiconductor ETF	ETF	$738K	0.1%	1,125 SH	New
Vanguard Dividend Appreciation ETF	ETF	$2.8M	0.2%	11,701 SH	New
Vanguard FTSE All-World ex-US Index Fund	ETF	$7.5M	0.7%	89,898 SH	New
Vanguard FTSE Developed Markets ETF	ETF	$1.9M	0.2%	27,108 SH	New
Vanguard FTSE Emerging Markets ETF	ETF	$1.2M	0.1%	19,471 SH	New
Vanguard Growth ETF	ETF	$349K	0.0%	4,056 SH	New
Vanguard High Dividend Yield Index ETF	ETF	$1.6M	0.1%	10,096 SH	New
Vanguard Large-Cap ETF	ETF	$814K	0.1%	2,368 SH	New
Vanguard Mid-Cap ETF	ETF	$5.8M	0.5%	72,428 SH	New
Vanguard Mid-Cap Growth ETF	ETF	$631K	0.1%	2,059 SH	New
Vanguard Mid-Cap Value ETF	ETF	$400K	0.0%	2,025 SH	New
Vanguard Russell 1000 Value ETF	ETF	$1.0M	0.1%	9,407 SH	New
Vanguard S&P 500 ETF	ETF	$26.3M	2.4%	38,315 SH	New
Vanguard Short-Term Bond ETF	ETF	$844K	0.1%	10,832 SH	New
Vanguard Small Cap Value ETF	ETF	$304K	0.0%	1,250 SH	New
Vanguard Small-Cap ETF	ETF	$2.3M	0.2%	7,730 SH	New
Vanguard Total Stock Market ETF	ETF	$2.3M	0.2%	6,270 SH	New
Veralto Corporation	Common	$341K	0.0%	3,845 SH	New
Verizon Communications Inc.	Common	$454K	0.0%	10,718 SH	New
Visa Inc. Class A	Common	$20.3M	1.8%	59,084 SH	New
Vulcan Materials Company	Common	$1.5M	0.1%	4,936 SH	New
Walmart Inc.	Common	$7.2M	0.7%	63,868 SH	New
Walt Disney Company	Common	$643K	0.1%Prev: 0.1%	6,678 SH	Decreased-2,075 SH
Waste Management, Inc.	Common	$6.6M	0.6%	29,555 SH	New
Waters Corporation	Common	$1.6M	0.1%	4,229 SH	New
Watsco, Inc.	Common	$6.5M	0.6%	15,633 SH	New
Wells Fargo & Company	Common	$3.1M	0.3%	37,126 SH	New
Welltower Inc.	Common	$1.0M	0.1%	4,425 SH	New
Williams Companies, Inc.	Common	$889K	0.1%	11,954 SH	New
Zeta Global Holdings Corp. Class A	Common	$222K	0.0%	11,300 SH	New

Sold (vs prior filing)

3M CO. — $326K
A T & T INC (NEW) — $617K
ABBOTT LABS — $6.3M
ABBVIE INC — $7.4M
ACCENTURE PLC — $18.4M
ADOBE SYS INC — $4.5M
AFLAC INC — $1.7M
AGNICO EAGLE MINES LT — $297K
AIR PRODS & CHEMS INC — $4.0M
ALAMOS GOLD INC NEW C — $266K
ALLSTATE CORP — $1.3M
ALPHABET CLASS A — $10.3M
ALPHABET CLASS C — $34.7M
ALTRIA GROUP INC — $553K
AMAZON COM INC — $10.8M
AMENTUM HOLDINGS INC — $851K
AMERICAN BALANCED FD — $308K
AMERICAN ELECTRIC POW — $516K
AMERICAN EXPRESS CO. — $5.3M
AMERICAN FUNDS WASHIN — $316K
… and 158 more

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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