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Tower Bridge Advisors

SEC CIK
0001278249
Latest filing
Aug 12, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 9, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
262
+3 vs. Q3 2021
Portfolio value
$1.63B
+$129.7M (+8.7%) vs. Q3 2021
Filed
Feb 9, 2022
SEC
Holdings of Tower Bridge Advisors in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock277,058$93.2M5.7%−2,180−0.8%ReducedHistory
AAPLApple Inc.Stock481,348$85.5M5.2%−4,222−0.9%ReducedHistory
ACNAccenture plcStock127,258$52.8M3.2%−2,691−2.1%ReducedHistory
GOOGAlphabet Inc.Stock17,204$49.8M3.1%+30+0.2%AddedHistory
IQVIQVIA Holdings Inc.Stock127,359$35.9M2.2%−408−0.3%ReducedHistory
JNJJohnson & JohnsonStock199,673$34.2M2.1%+955+0.5%AddedHistory
TMOThermo Fisher Scientific Inc.Stock48,296$32.2M2.0%+633+1.3%AddedHistory
VVisa Inc.Stock142,163$30.8M1.9%−451−0.3%ReducedHistory
JPMJPMorgan Chase & CoStock180,369$28.6M1.8%+504+0.3%AddedHistory
GOOGLAlphabet Inc.Stock9,669$28.0M1.7%−45−0.5%ReducedHistory
MCDMcDonalds CorpStock101,014$27.1M1.7%−495−0.5%ReducedHistory
ORCLOracle CorpStock309,554$27.0M1.7%+1,017+0.3%AddedHistory
LOWLowes Companies IncStock103,306$26.7M1.6%−335−0.3%ReducedHistory
DHRDanaher CorpStock78,599$25.9M1.6%+95+0.1%AddedHistory
BDXBecton Dickinson & CoStock102,305$25.7M1.6%+1,151+1.1%AddedHistory
CVSCVS Health CorpStock247,672$25.5M1.6%+12,683+5.4%AddedHistory
JJacobs Solutions Inc.COM176,154$24.5M1.5%+1,364+0.8%AddedHistory
PEPPepsiCo IncStock124,252$21.6M1.3%−331−0.3%ReducedHistory
DISWalt Disney CoStock136,340$21.1M1.3%+2,545+1.9%AddedHistory
SCHWSchwab Charles CorpStock246,621$20.7M1.3%+640.0%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR162,138$19.5M1.2%−7,956−4.7%ReducedHistory
PGProcter & Gamble CoStock113,212$18.5M1.1%+392+0.3%AddedHistory
TFCTruist Financial CorpCOM314,093$18.4M1.1%−1,905−0.6%ReducedHistory
METAMeta Platforms, Inc.Stock53,734$18.1M1.1%+385+0.7%AddedHistory
AONAon plcCL A58,912$17.7M1.1%−450−0.8%ReducedHistory
DEODiageo PLCSPON ADR NEW76,570$16.9M1.0%−122−0.2%ReducedHistory
DLRDigital Realty Trust, Inc.COM94,191$16.7M1.0%−505−0.5%ReducedHistory
USB.PHUS Bancorp DECOM650,499$16.1M1.0%+114,088+21.3%AddedHistory
CSCOCisco Systems, Inc.Stock252,245$16.0M1.0%+343+0.1%AddedHistory
AMZNAmazon Com IncStock4,608$15.4M0.9%+322+7.5%AddedHistory
GS.PAGoldman Sachs Group IncPREFERR595,373$15.1M0.9%+40,963+7.4%AddedHistory
PYPLPayPal Holdings, Inc.Stock75,775$14.3M0.9%+11,700+18.3%AddedHistory
ICEIntercontinental Exchange, Inc.Stock104,439$14.3M0.9%+1,520+1.5%AddedHistory
MCOMoodys CorpStock36,357$14.2M0.9%−22−0.1%ReducedHistory
NKENIKE, Inc.Stock79,644$13.3M0.8%−446−0.6%ReducedHistory
QCOMQualcomm IncStock72,355$13.2M0.8%−4,671−6.1%ReducedHistory
MDTMedtronic plcStock126,789$13.1M0.8%+9,590+8.2%AddedHistory
HDHome Depot, Inc.Stock31,425$13.0M0.8%−535−1.7%ReducedHistory
KOCoca Cola CoStock219,972$13.0M0.8%−1,938−0.9%ReducedHistory
ADBEAdobe Inc.Stock22,530$12.8M0.8%+2,488+12.4%AddedHistory
LENLennar CorpCL A108,154$12.6M0.8%+1,080+1.0%AddedHistory
APDAir Products & Chemicals, Inc.Stock40,849$12.4M0.8%−2,175−5.1%ReducedHistory
MMM3M CoStock68,064$12.1M0.7%−2,889−4.1%ReducedHistory
WMTWalmart Inc.Stock83,417$12.1M0.7%−593−0.7%ReducedHistory
VZVerizon Communications IncStock231,984$12.1M0.7%−1,141−0.5%ReducedHistory
HONHoneywell International IncCOM56,535$11.8M0.7%−6,661−10.5%ReducedHistory
COSTCostco Wholesale CorpStock20,576$11.7M0.7%−210−1.0%ReducedHistory
UPSUnited Parcel Service IncStock52,587$11.3M0.7%−101,604−65.9%ReducedHistory
PFEPfizer IncStock189,772$11.2M0.7%−800−0.4%ReducedHistory
BBYBest Buy Co IncStock106,193$10.8M0.7%+1,380+1.3%AddedHistory
NVSNovartis AGADR119,110$10.4M0.6%−17,984−13.1%ReducedHistory
TOLToll Brothers, Inc.COM143,046$10.4M0.6%+450+0.3%AddedHistory
ADPAutomatic Data Processing IncStock40,386$9.96M0.6%−50−0.1%ReducedHistory
CCICrown Castle Inc.REIT47,635$9.94M0.6%−1,282−2.6%ReducedHistory
CVXChevron CorpStock84,703$9.94M0.6%−113−0.1%ReducedHistory
CMCSAComcast CorpStock195,381$9.83M0.6%−3,468−1.7%ReducedHistory
FDXFedEx CorpStock36,992$9.57M0.6%−758−2.0%ReducedHistory
LDOSLeidos Holdings, Inc.COM103,220$9.18M0.6%−71,242−40.8%ReducedHistory
SYFSynchrony FinancialCOM196,200$9.10M0.6%−2,905−1.5%ReducedHistory
MDLZMondelez International, Inc.Stock136,785$9.07M0.6%+3,556+2.7%AddedHistory
ABTAbbott LaboratoriesStock60,860$8.57M0.5%+310+0.5%AddedHistory
AVGOBroadcom Inc.Stock12,850$8.55M0.5%+20+0.2%AddedHistory
BROBrown & Brown, Inc.Stock116,753$8.21M0.5%+2,000+1.7%AddedHistory
ABBVAbbVie Inc.Stock60,349$8.17M0.5%−3,937−6.1%ReducedHistory
SBUXStarbucks CorpStock67,953$7.95M0.5%+1,260+1.9%AddedHistory
BRK.BBerkshire Hathaway IncStock25,811$7.72M0.5%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM125,237$7.66M0.5%−4,410−3.4%ReducedHistory
AKAMAkamai Technologies IncCOM63,675$7.45M0.5%+24,630+63.1%AddedHistory
BML.PHBank of America CorpPREFERR285,659$6.75M0.4%+108,154+60.9%AddedHistory
UNPUnion Pacific CorpStock25,578$6.44M0.4%−100.0%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock30,187$6.44M0.4%−725−2.3%ReducedHistory
FBINFortune Brands Innovations, Inc.COM59,208$6.33M0.4%−1,361−2.2%ReducedHistory
INFOIHS Markit Ltd.SHS47,024$6.25M0.4%+92+0.2%AddedHistory
BMYBristol Myers Squibb CoStock99,210$6.19M0.4%−8,080−7.5%ReducedHistory
NEENextera Energy IncStock66,205$6.18M0.4%−2,497−3.6%ReducedHistory
NVDANVIDIA CorpStock20,563$6.05M0.4%−345−1.7%ReducedHistory
STZConstellation Brands, Inc.Stock23,430$5.88M0.4%+35+0.1%AddedHistory
UNHUnitedHealth Group IncStock11,666$5.86M0.4%+110+1.0%AddedHistory
XRAYDentsply Sirona Inc.Stock97,944$5.46M0.3%−225−0.2%ReducedHistory
CLColgate Palmolive CoStock63,988$5.46M0.3%−3,200−4.8%ReducedHistory
ADIAnalog Devices IncStock30,500$5.36M0.3%−105−0.3%ReducedHistory
FISFidelity National Information Services, Inc.Stock47,063$5.14M0.3%−16,998−26.5%ReducedHistory
EPDEnterprise Products Partners L.P.Stock227,808$5.00M0.3%+7,300+3.3%AddedHistory
MRKMerck & Co., Inc.Stock63,341$4.85M0.3%−1,279−2.0%ReducedHistory
Roche Hldg Ltd ADR771195104COM91,934$4.78M0.3%−100−0.1%Reduced–
INTCIntel CorpStock90,024$4.64M0.3%−3,329−3.6%ReducedHistory
FTVFortive CorpStock60,235$4.60M0.3%−450−0.7%ReducedHistory
RJFRaymond James Financial IncCOM45,470$4.57M0.3%+75+0.2%AddedHistory
TMUST-Mobile US, Inc.Stock39,080$4.53M0.3%+14,078+56.3%AddedHistory
ETNEaton Corp plcStock25,947$4.48M0.3%−250−1.0%ReducedHistory
OKEONEOK IncCOM76,294$4.48M0.3%+2,140+2.9%AddedHistory
SPGSimon Property Group Inc.REIT27,618$4.41M0.3%+4,025+17.1%AddedHistory
NSCNorfolk Southern CorpStock14,008$4.17M0.3%−553−3.8%ReducedHistory
IBMInternational Business Machines CorpStock31,037$4.15M0.3%−10,385−25.1%ReducedHistory
PXDPioneer Natural Resources CoCOM21,851$3.97M0.2%+355+1.7%AddedHistory
PLDPrologis, Inc.REIT23,149$3.90M0.2%−275−1.2%ReducedHistory
ENBEnbridge IncStock95,505$3.78M0.2%−3,579−3.6%ReducedHistory
AMGNAmgen IncStock16,638$3.74M0.2%−1,075−6.1%ReducedHistory
MET.PAMetlife IncCOM144,020$3.69M0.2%+4,283+3.1%AddedHistory
KEYKeycorpCOM159,036$3.68M0.2%−1,540−1.0%ReducedHistory

Sold out since Q3 2021 (5)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Tower Bridge Advisors sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
Vanguard Mass High GR92204X108MUTUAL118,346$1.34M0.1%–
MOAltria Group, Inc.Stock6,249$284.5K<0.1%History
Fidelity Tr 500 Index Ins Prem315911750MF1,872$280.8K<0.1%–
CCLCarnival Corp Ltd.UNIT 99/99/99998,785$219.7K<0.1%History
EBAYeBay IncCOM3,000$209.0K<0.1%History