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Livermore
Livermore
ZHEN

Tower Bridge Advisors

SEC CIK
0001278249
Latest filing
Aug 12, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Jan 27, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
245
+9 vs. Q3 2022
Portfolio value
$1.20B
+$78.6M (+7.0%) vs. Q3 2022
Filed
Jan 27, 2023
SEC
Holdings of Tower Bridge Advisors in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
LENLennar CorpCL A91,431$8.27M0.7%−2,756−2.9%ReducedHistory
NKENIKE, Inc.Stock70,895$8.30M0.7%−500−0.7%ReducedHistory
VZVerizon Communications IncStock215,307$8.48M0.7%−9,852−4.4%ReducedHistory
UNHUnitedHealth Group IncStock16,287$8.64M0.7%−300−1.8%ReducedHistory
USB.PHUS Bancorp DECOM471,233$8.67M0.7%−168,860−26.4%ReducedHistory
COSTCostco Wholesale CorpStock19,110$8.72M0.7%−1,180−5.8%ReducedHistory
GS.PAGoldman Sachs Group IncPREFERR480,883$8.85M0.7%−109,965−18.6%ReducedHistory
ADPAutomatic Data Processing IncStock37,706$9.01M0.7%−250−0.7%ReducedHistory
UPSUnited Parcel Service IncStock52,038$9.05M0.8%+4,297+9.0%AddedHistory
ABBVAbbVie Inc.Stock56,379$9.11M0.8%−300−0.5%ReducedHistory
PFEPfizer IncStock179,569$9.20M0.8%00.0%UnchangedHistory
WMTWalmart Inc.Stock66,880$9.48M0.8%−2,071−3.0%ReducedHistory
NVSNovartis AGADR108,120$9.81M0.8%−2,530−2.3%ReducedHistory
DISWalt Disney CoStock118,096$10.3M0.9%−12,700−9.7%ReducedHistory
CSCOCisco Systems, Inc.Stock216,351$10.3M0.9%−24,317−10.1%ReducedHistory
HDHome Depot, Inc.Stock32,843$10.4M0.9%+216+0.7%AddedHistory
MCOMoodys CorpStock38,805$10.8M0.9%−1,175−2.9%ReducedHistory
HONHoneywell International IncCOM50,672$10.9M0.9%−550−1.1%ReducedHistory
APDAir Products & Chemicals, Inc.Stock38,612$11.9M1.0%−175−0.5%ReducedHistory
XOMExxonMobil Holdings CorpCOM109,050$12.0M1.0%−1,064−1.0%ReducedHistory
KOCoca Cola CoStock207,575$13.2M1.1%−1,535−0.7%ReducedHistory
DEODiageo PLCSPON ADR NEW74,524$13.3M1.1%−555−0.7%ReducedHistory
TFCTruist Financial CorpCOM310,382$13.4M1.1%−2,562−0.8%ReducedHistory
GOOGLAlphabet Inc.Stock174,452$15.4M1.3%−3,696−2.1%ReducedHistory
PGProcter & Gamble CoStock107,330$16.3M1.4%−226−0.2%ReducedHistory
CVXChevron CorpStock93,449$16.8M1.4%+1,853+2.0%AddedHistory
AONAon plcCL A56,223$16.9M1.4%−1,180−2.1%ReducedHistory
LOWLowes Companies IncStock93,069$18.5M1.5%−2,533−2.6%ReducedHistory
SCHWSchwab Charles CorpStock234,130$19.5M1.6%+3,350+1.5%AddedHistory
DHRDanaher CorpStock80,860$21.5M1.8%−343−0.4%ReducedHistory
PEPPepsiCo IncStock119,734$21.6M1.8%−1,992−1.6%ReducedHistory
JJacobs Solutions Inc.COM190,665$22.9M1.9%+5,464+3.0%AddedHistory
CVSCVS Health CorpStock245,992$22.9M1.9%+1,008+0.4%AddedHistory
JPMJPMorgan Chase & CoStock176,368$23.7M2.0%−1,866−1.0%ReducedHistory
IQVIQVIA Holdings Inc.Stock122,713$25.1M2.1%−1,529−1.2%ReducedHistory
ORCLOracle CorpStock308,034$25.2M2.1%−3,206−1.0%ReducedHistory
BDXBecton Dickinson & CoStock100,097$25.5M2.1%−1,742−1.7%ReducedHistory
MCDMcDonalds CorpStock97,410$25.7M2.1%−1,219−1.2%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock47,110$25.9M2.2%+348+0.7%AddedHistory
VVisa Inc.Stock133,163$27.7M2.3%−1,712−1.3%ReducedHistory
GOOGAlphabet Inc.Stock328,699$29.2M2.4%−6,840−2.0%ReducedHistory
ACNAccenture plcStock114,178$30.5M2.5%−1,287−1.1%ReducedHistory
JNJJohnson & JohnsonStock194,303$34.3M2.9%−990−0.5%ReducedHistory
AAPLApple Inc.Stock421,497$54.8M4.5%−12,160−2.8%ReducedHistory
MSFTMicrosoft CorpStock259,885$62.3M5.2%−3,286−1.2%ReducedHistory

Sold out since Q3 2022 (5)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Tower Bridge Advisors sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
Vanguard Mass High GR92204X108MUTUAL45,357$432.3K<0.1%–
TERTeradyne, IncStock3,540$266.0K<0.1%History
UDRUDR, Inc.COM5,400$225.2K<0.1%History
Fidelity Aberdeen STR315793885MUTUAL10,000$177.2K<0.1%–
Actua Corporation005094107COM131,244$00.0%–