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Tower Bridge Advisors

SEC CIK
0001278249
Latest filing
Aug 12, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 10, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
253
+17 vs. Q1 2021
Portfolio value
$1.50B
+$172.0M (+12.9%) vs. Q1 2021
Filed
Aug 10, 2021
SEC
Holdings of Tower Bridge Advisors in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock278,373$75.4M5.0%+565+0.2%AddedHistory
AAPLApple Inc.Stock487,145$66.7M4.4%+14,471+3.1%AddedHistory
GOOGAlphabet Inc.Stock17,239$43.2M2.9%+244+1.4%AddedHistory
UPSUnited Parcel Service IncStock191,991$39.9M2.7%+118,068+159.7%AddedHistory
ACNAccenture plcStock130,313$38.4M2.6%+745+0.6%AddedHistory
VVisa Inc.Stock144,997$33.9M2.3%−836−0.6%ReducedHistory
JNJJohnson & JohnsonStock198,208$32.7M2.2%−2,593−1.3%ReducedHistory
IQVIQVIA Holdings Inc.Stock127,681$30.9M2.1%+426+0.3%AddedHistory
JPMJPMorgan Chase & CoStock176,532$27.5M1.8%+832+0.5%AddedHistory
ORCLOracle CorpStock332,966$25.9M1.7%+2,126+0.6%AddedHistory
BDXBecton Dickinson & CoStock100,932$24.5M1.6%+121+0.1%AddedHistory
GOOGLAlphabet Inc.Stock9,702$23.7M1.6%+33+0.3%AddedHistory
DISWalt Disney CoStock133,298$23.4M1.6%−77−0.1%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock46,312$23.4M1.6%+9,998+27.5%AddedHistory
MCDMcDonalds CorpStock100,997$23.3M1.6%+1,305+1.3%AddedHistory
JJacobs Solutions Inc.COM174,624$23.3M1.6%+4,566+2.7%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR186,399$22.4M1.5%+12,182+7.0%AddedHistory
LDOSLeidos Holdings, Inc.COM210,663$21.3M1.4%−4,663−2.2%ReducedHistory
DHRDanaher CorpStock77,394$20.8M1.4%+738+1.0%AddedHistory
LOWLowes Companies IncStock103,073$20.0M1.3%+2,278+2.3%AddedHistory
CVSCVS Health CorpStock231,908$19.4M1.3%+2,396+1.0%AddedHistory
PYPLPayPal Holdings, Inc.Stock63,598$18.5M1.2%+1,263+2.0%AddedHistory
METAMeta Platforms, Inc.Stock52,315$18.2M1.2%+581+1.1%AddedHistory
PEPPepsiCo IncStock121,853$18.1M1.2%+4,583+3.9%AddedHistory
SCHWSchwab Charles CorpStock246,157$17.9M1.2%−2,642−1.1%ReducedHistory
TFCTruist Financial CorpCOM317,009$17.6M1.2%+4,871+1.6%AddedHistory
DEODiageo PLCSPON ADR NEW77,906$14.9M1.0%−339−0.4%ReducedHistory
MDTMedtronic plcStock117,174$14.5M1.0%−689−0.6%ReducedHistory
PGProcter & Gamble CoStock107,567$14.5M1.0%+19,398+22.0%AddedHistory
DLRDigital Realty Trust, Inc.COM95,646$14.4M1.0%−3,713−3.7%ReducedHistory
MMM3M CoStock72,246$14.4M1.0%−7,160−9.0%ReducedHistory
AONAon plcCL A59,770$14.3M1.0%+957+1.6%AddedHistory
AMZNAmazon Com IncStock4,031$13.9M0.9%+583+16.9%AddedHistory
RTXRTX CorpStock160,477$13.7M0.9%+160,477NewHistory
CSCOCisco Systems, Inc.Stock253,909$13.5M0.9%+2,517+1.0%AddedHistory
HONHoneywell International IncCOM61,071$13.4M0.9%+606+1.0%AddedHistory
MCOMoodys CorpStock36,279$13.1M0.9%+218+0.6%AddedHistory
VZVerizon Communications IncStock232,133$13.0M0.9%+4,290+1.9%AddedHistory
NVSNovartis AGADR139,641$12.7M0.8%−2,544−1.8%ReducedHistory
APDAir Products & Chemicals, Inc.Stock43,533$12.5M0.8%+1,750+4.2%AddedHistory
ICEIntercontinental Exchange, Inc.Stock102,074$12.1M0.8%+4,964+5.1%AddedHistory
ADBEAdobe Inc.Stock20,409$12.0M0.8%+2,143+11.7%AddedHistory
WMTWalmart Inc.Stock83,919$11.8M0.8%−4,856−5.5%ReducedHistory
KOCoca Cola CoStock213,642$11.6M0.8%+382+0.2%AddedHistory
GS.PAGoldman Sachs Group IncPREFERR463,674$11.5M0.8%+59,770+14.8%AddedHistory
CMCSAComcast CorpStock197,672$11.3M0.8%−1,381−0.7%ReducedHistory
USB.PHUS Bancorp DECOM446,876$11.1M0.7%+41,009+10.1%AddedHistory
QCOMQualcomm IncStock77,484$11.1M0.7%+1,778+2.3%AddedHistory
SYFSynchrony FinancialCOM227,760$11.1M0.7%−17,140−7.0%ReducedHistory
FDXFedEx CorpStock36,915$11.0M0.7%+410+1.1%AddedHistory
LENLennar CorpCL A105,364$10.5M0.7%+5,885+5.9%AddedHistory
CVXChevron CorpStock98,802$10.3M0.7%−2,993−2.9%ReducedHistory
BBYBest Buy Co IncStock89,832$10.3M0.7%+34,361+61.9%AddedHistory
HDHome Depot, Inc.Stock31,743$10.1M0.7%+109+0.3%AddedHistory
CCICrown Castle Inc.REIT48,992$9.56M0.6%−240−0.5%ReducedHistory
FISFidelity National Information Services, Inc.Stock65,021$9.21M0.6%−188−0.3%ReducedHistory
TOLToll Brothers, Inc.COM149,111$8.62M0.6%+6,520+4.6%AddedHistory
COSTCostco Wholesale CorpStock20,876$8.26M0.6%+344+1.7%AddedHistory
XOMExxonMobil Holdings CorpCOM130,239$8.22M0.5%−471−0.4%ReducedHistory
ADPAutomatic Data Processing IncStock40,186$7.98M0.5%−150−0.4%ReducedHistory
MDLZMondelez International, Inc.Stock127,774$7.98M0.5%+10,511+9.0%AddedHistory
PFEPfizer IncStock191,102$7.48M0.5%+5,279+2.8%AddedHistory
SBUXStarbucks CorpStock65,994$7.38M0.5%+4,851+7.9%AddedHistory
NKENIKE, Inc.Stock47,414$7.32M0.5%−392−0.8%ReducedHistory
BMYBristol Myers Squibb CoStock109,482$7.32M0.5%−11,673−9.6%ReducedHistory
ABBVAbbVie Inc.Stock61,854$6.97M0.5%+4,440+7.7%AddedHistory
ABTAbbott LaboratoriesStock59,516$6.90M0.5%+3,560+6.4%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock31,577$6.83M0.5%+897+2.9%AddedHistory
XRAYDentsply Sirona Inc.Stock97,669$6.18M0.4%−525−0.5%ReducedHistory
FBINFortune Brands Innovations, Inc.COM61,869$6.16M0.4%+767+1.3%AddedHistory
IBMInternational Business Machines CorpStock41,572$6.09M0.4%−13,937−25.1%ReducedHistory
BROBrown & Brown, Inc.Stock113,553$6.03M0.4%−400−0.4%ReducedHistory
AVGOBroadcom Inc.Stock12,560$5.99M0.4%+500+4.1%AddedHistory
CLColgate Palmolive CoStock69,388$5.64M0.4%−4,803−6.5%ReducedHistory
UNPUnion Pacific CorpStock24,788$5.45M0.4%−510−2.0%ReducedHistory
INTCIntel CorpStock96,480$5.42M0.4%+7,761+8.7%AddedHistory
INFOIHS Markit Ltd.SHS46,887$5.28M0.4%+3,101+7.1%AddedHistory
STZConstellation Brands, Inc.Stock21,990$5.14M0.3%+5,243+31.3%AddedHistory
EPDEnterprise Products Partners L.P.Stock209,146$5.05M0.3%+2,868+1.4%AddedHistory
MRKMerck & Co., Inc.Stock64,755$5.04M0.3%−280−0.4%ReducedHistory
NEENextera Energy IncStock64,702$4.74M0.3%+1,894+3.0%AddedHistory
TAT&T Inc.Stock164,590$4.74M0.3%−5,591−3.3%ReducedHistory
UNHUnitedHealth Group IncStock11,286$4.52M0.3%+1,750+18.4%AddedHistory
BRK.BBerkshire Hathaway IncStock15,886$4.42M0.3%−2,675−14.4%ReducedHistory
TPLTexas Pacific Land CorpStock2,750$4.40M0.3%−27−1.0%ReducedHistory
Roche Hldg Ltd ADR771195104COM93,268$4.40M0.3%+774+0.8%Added–
AMGNAmgen IncStock17,558$4.28M0.3%+1,663+10.5%AddedHistory
NVDANVIDIA CorpStock20,908$4.18M0.3%+15,881+315.9%AddedHistory
OKEONEOK IncCOM74,669$4.15M0.3%−9,792−11.6%ReducedHistory
ENBEnbridge IncStock99,357$4.02M0.3%+10,983+12.4%AddedHistory
FTVFortive CorpStock56,610$3.95M0.3%+2,061+3.8%AddedHistory
RJFRaymond James Financial IncCOM30,015$3.90M0.3%−485−1.6%ReducedHistory
NSCNorfolk Southern CorpStock14,561$3.86M0.3%−50−0.3%ReducedHistory
MET.PAMetlife IncCOM144,880$3.81M0.3%−1,275−0.9%ReducedHistory
ETNEaton Corp plcStock25,064$3.71M0.2%+2,374+10.5%AddedHistory
TMUST-Mobile US, Inc.Stock25,307$3.67M0.2%−1,325−5.0%ReducedHistory
KMXCarMax IncCOM27,810$3.59M0.2%+16,137+138.2%AddedHistory
VFCV F CorpStock40,935$3.36M0.2%+150+0.4%AddedHistory
NXPINXP Semiconductors N.V.COM16,284$3.35M0.2%−3,911−19.4%ReducedHistory
KEYKeycorpCOM162,026$3.35M0.2%−955−0.6%ReducedHistory

Sold out since Q1 2021 (2)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Tower Bridge Advisors sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
Vanguard Wellingto Admiral921935201COM7,486$589.9K<0.1%–
Vanguard/Wellesley IN921938205Com5,018$345.7K<0.1%–