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Tower Bridge Advisors

SEC CIK
0001278249
Latest filing
Aug 12, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
236
−12 vs. Q2 2022
Portfolio value
$1.13B
−$100.7M (−8.2%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Tower Bridge Advisors in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock263,171$61.3M5.4%−2,041−0.8%ReducedHistory
AAPLApple Inc.Stock433,657$59.9M5.3%−11,418−2.6%ReducedHistory
GOOGAlphabet Inc.Stock335,539$32.3M2.9%−6,407,261−95.0%ReducedConverted for a 20-for-1 splitHistory
JNJJohnson & JohnsonStock195,293$31.9M2.8%−1,684−0.9%ReducedHistory
ACNAccenture plcStock115,465$29.7M2.6%−343−0.3%ReducedHistory
VVisa Inc.Stock134,875$24.0M2.1%−818−0.6%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock46,762$23.7M2.1%−111−0.2%ReducedHistory
CVSCVS Health CorpStock244,984$23.4M2.1%−1,155−0.5%ReducedHistory
MCDMcDonalds CorpStock98,629$22.8M2.0%−1,135−1.1%ReducedHistory
BDXBecton Dickinson & CoStock101,839$22.7M2.0%−1,676−1.6%ReducedHistory
IQVIQVIA Holdings Inc.Stock124,242$22.5M2.0%+290.0%AddedHistory
DHRDanaher CorpStock81,203$21.0M1.9%+6,135+8.2%AddedHistory
JJacobs Solutions Inc.COM185,201$20.1M1.8%+11,564+6.7%AddedHistory
PEPPepsiCo IncStock121,726$19.9M1.8%−1,338−1.1%ReducedHistory
ORCLOracle CorpStock311,240$19.0M1.7%+2,357+0.8%AddedHistory
JPMJPMorgan Chase & CoStock178,234$18.6M1.7%+1,660+0.9%AddedHistory
LOWLowes Companies IncStock95,602$18.0M1.6%−116−0.1%ReducedHistory
GOOGLAlphabet Inc.Stock178,148$17.0M1.5%−3,420,652−95.0%ReducedConverted for a 20-for-1 splitHistory
SCHWSchwab Charles CorpStock230,780$16.6M1.5%+980+0.4%AddedHistory
AONAon plcCL A57,403$15.4M1.4%−308−0.5%ReducedHistory
TFCTruist Financial CorpCOM312,944$13.6M1.2%+2,539+0.8%AddedHistory
PGProcter & Gamble CoStock107,556$13.6M1.2%−313−0.3%ReducedHistory
CVXChevron CorpStock91,596$13.2M1.2%+6,567+7.7%AddedHistory
USB.PHUS Bancorp DECOM640,093$12.8M1.1%−17,686−2.7%ReducedHistory
DEODiageo PLCSPON ADR NEW75,079$12.7M1.1%−245−0.3%ReducedHistory
DISWalt Disney CoStock130,796$12.3M1.1%−1,289−1.0%ReducedHistory
GS.PAGoldman Sachs Group IncPREFERR590,848$11.8M1.0%−12,275−2.0%ReducedHistory
KOCoca Cola CoStock209,110$11.7M1.0%−700−0.3%ReducedHistory
MCOMoodys CorpStock39,980$9.72M0.9%+323+0.8%AddedHistory
CSCOCisco Systems, Inc.Stock240,668$9.63M0.9%−4,088−1.7%ReducedHistory
XOMExxonMobil Holdings CorpCOM110,114$9.61M0.9%−1,080−1.0%ReducedHistory
COSTCostco Wholesale CorpStock20,290$9.58M0.9%−166−0.8%ReducedHistory
APDAir Products & Chemicals, Inc.Stock38,787$9.03M0.8%−825−2.1%ReducedHistory
HDHome Depot, Inc.Stock32,627$9.00M0.8%+1,092+3.5%AddedHistory
WMTWalmart Inc.Stock68,951$8.94M0.8%−1,107−1.6%ReducedHistory
ADPAutomatic Data Processing IncStock37,956$8.59M0.8%−270−0.7%ReducedHistory
HONHoneywell International IncCOM51,222$8.55M0.8%+378+0.7%AddedHistory
VZVerizon Communications IncStock225,159$8.55M0.8%−4,829−2.1%ReducedHistory
MDTMedtronic plcStock104,802$8.46M0.8%−18,834−15.2%ReducedHistory
NVSNovartis AGADR110,650$8.41M0.7%−2,993−2.6%ReducedHistory
UNHUnitedHealth Group IncStock16,587$8.38M0.7%+83+0.5%AddedHistory
AMZNAmazon Com IncStock72,465$8.19M0.7%−12,730−14.9%ReducedHistory
PFEPfizer IncStock179,569$7.86M0.7%−2,499−1.4%ReducedHistory
UPSUnited Parcel Service IncStock47,741$7.71M0.7%−200−0.4%ReducedHistory
METAMeta Platforms, Inc.Stock56,095$7.61M0.7%−6,371−10.2%ReducedHistory
ABBVAbbVie Inc.Stock56,679$7.61M0.7%−1,549−2.7%ReducedHistory
QCOMQualcomm IncStock66,405$7.50M0.7%−182−0.3%ReducedHistory
BROBrown & Brown, Inc.Stock117,428$7.10M0.6%+500+0.4%AddedHistory
LENLennar CorpCL A94,187$7.02M0.6%−4,113−4.2%ReducedHistory
MDLZMondelez International, Inc.Stock126,131$6.92M0.6%−1,110−0.9%ReducedHistory
DLRDigital Realty Trust, Inc.COM68,126$6.76M0.6%−23,058−25.3%ReducedHistory
BRK.BBerkshire Hathaway IncStock25,241$6.74M0.6%00.0%UnchangedHistory
CCICrown Castle Inc.REIT46,332$6.70M0.6%+327+0.7%AddedHistory
BMYBristol Myers Squibb CoStock90,726$6.45M0.6%−678−0.7%ReducedHistory
ADBEAdobe Inc.Stock21,958$6.04M0.5%−2,715−11.0%ReducedHistory
ABTAbbott LaboratoriesStock61,791$5.98M0.5%+468+0.8%AddedHistory
NKENIKE, Inc.Stock71,395$5.93M0.5%−440−0.6%ReducedHistory
WSOWatsco IncCOM22,917$5.90M0.5%−31−0.1%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock28,027$5.82M0.5%−385−1.4%ReducedHistory
AVGOBroadcom Inc.Stock12,926$5.74M0.5%+48+0.4%AddedHistory
TMUST-Mobile US, Inc.Stock42,703$5.73M0.5%+2,369+5.9%AddedHistory
TOLToll Brothers, Inc.COM134,343$5.64M0.5%+950+0.7%AddedHistory
FDXFedEx CorpStock37,875$5.62M0.5%+1,262+3.4%AddedHistory
MRKMerck & Co., Inc.Stock63,673$5.48M0.5%−630−1.0%ReducedHistory
STZConstellation Brands, Inc.Stock23,682$5.44M0.5%+82+0.3%AddedHistory
NEENextera Energy IncStock68,082$5.34M0.5%−265−0.4%ReducedHistory
PXDPioneer Natural Resources CoCOM24,028$5.20M0.5%+1,984+9.0%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR75,305$5.16M0.5%−3,991−5.0%ReducedHistory
EPDEnterprise Products Partners L.P.Stock211,582$5.03M0.4%−8,100−3.7%ReducedHistory
BML.PHBank of America CorpPREFERR261,484$4.92M0.4%−10,500−3.9%ReducedHistory
CMCSAComcast CorpStock165,155$4.84M0.4%−18,727−10.2%ReducedHistory
SPGIS&P Global Inc.Stock15,737$4.81M0.4%+730+4.9%AddedHistory
UNPUnion Pacific CorpStock24,037$4.68M0.4%−199−0.8%ReducedHistory
OKEONEOK IncCOM86,450$4.43M0.4%+2,741+3.3%AddedHistory
ICEIntercontinental Exchange, Inc.Stock48,979$4.43M0.4%−38,214−43.8%ReducedHistory
AKAMAkamai Technologies IncCOM54,101$4.35M0.4%−11,112−17.0%ReducedHistory
BBYBest Buy Co IncStock66,685$4.22M0.4%−16,421−19.8%ReducedHistory
MMM3M CoStock38,207$4.22M0.4%−1,533−3.9%ReducedHistory
ETNEaton Corp plcStock31,148$4.15M0.4%+3,558+12.9%AddedHistory
CLColgate Palmolive CoStock58,458$4.11M0.4%−528−0.9%ReducedHistory
RJFRaymond James Financial IncCOM39,766$3.93M0.3%00.0%UnchangedHistory
TPLTexas Pacific Land CorpStock2,199$3.91M0.3%−460−17.3%ReducedHistory
ENBEnbridge IncStock101,158$3.75M0.3%+484+0.5%AddedHistory
AMGNAmgen IncStock16,511$3.72M0.3%−167−1.0%ReducedHistory
Roche Hldg Ltd ADR771195104COM88,992$3.66M0.3%−1,582−1.7%Reduced–
IBMInternational Business Machines CorpStock30,300$3.60M0.3%−225−0.7%ReducedHistory
LDOSLeidos Holdings, Inc.COM38,571$3.37M0.3%−700−1.8%ReducedHistory
PYPLPayPal Holdings, Inc.Stock37,562$3.23M0.3%−26,581−41.4%ReducedHistory
Vanguard Ltd-Term Tx-Ex922907704MUTUAL300,002$3.15M0.3%−9,028−2.9%Reduced–
MET.PAMetlife IncCOM140,345$3.12M0.3%00.0%UnchangedHistory
SPGSimon Property Group Inc.REIT34,150$3.06M0.3%+2,090+6.5%AddedHistory
WMWaste Management IncStock18,972$3.04M0.3%−250−1.3%ReducedHistory
ADIAnalog Devices IncStock21,345$2.97M0.3%−100−0.5%ReducedHistory
NSCNorfolk Southern CorpStock13,649$2.86M0.3%−254−1.8%ReducedHistory
NVDANVIDIA CorpStock21,893$2.66M0.2%+200+0.9%AddedHistory
SBUXStarbucks CorpStock29,623$2.50M0.2%−4,516−13.2%ReducedHistory
NXPINXP Semiconductors N.V.COM16,070$2.37M0.2%−247−1.5%ReducedHistory
LMTLockheed Martin CorpStock6,053$2.34M0.2%00.0%UnchangedHistory
LINLinde PLCSHS8,595$2.32M0.2%00.0%UnchangedHistory
MS.PAMorgan StanleyPREFERR114,595$2.29M0.2%−3,000−2.6%ReducedHistory

Sold out since Q2 2022 (16)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Tower Bridge Advisors sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
BBH FD Inc Ltd Dur FD05528X802MUTUAL97,919$976.3K0.1%–
GSKGSK plcSPONSORED ADR15,382$669.6K0.1%History
KMXCarMax IncCOM2,908$263.1K<0.1%History
Vanguard Inter Term T/Exempt Admiral Shares922907878Com18,428$247.1K<0.1%–
IPInternational Paper CoCOM5,825$243.7K<0.1%History
EMAEmera IncCOM4,771$223.5K<0.1%History
WECWec Energy Group, Inc.Stock2,185$219.9K<0.1%History
Vanguard Balanced Ind921931200COM5,440$218.4K<0.1%–
AZNAstraZeneca PLCSPONSORED ADR3,200$211.4K<0.1%History
SHELShell plcADR4,007$209.5K<0.1%History
TJXTJX Companies IncStock3,750$209.4K<0.1%History
SEESealed Air CorpCOM3,600$207.8K<0.1%History
MDBMongoDB, Inc.CL A800$207.6K<0.1%History
NLYAnnaly Capital Management IncCOM23,050$136.2K<0.1%History
Lord Abbett Short Duration Income A543916100MUTUAL24,400$95.6K<0.1%–
IAInnovative Solutions & Support IncCOM11,000$79.2K<0.1%History