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Tower Bridge Advisors

SEC CIK
0001278249
Latest filing
Aug 12, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Jul 24, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
185
−13 vs. Q1 2024
Portfolio value
$899.7M
−$82.8M (−8.4%) vs. Q1 2024
Filed
Jul 24, 2024
SEC
Holdings of Tower Bridge Advisors in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock163,943$73.3M8.1%−10,617−6.1%ReducedHistory
AAPLApple Inc.Stock236,068$49.7M5.5%−24,055−9.2%ReducedHistory
GOOGAlphabet Inc.Stock207,054$38.0M4.2%−8,114−3.8%ReducedHistory
ORCLOracle CorpStock187,642$26.5M2.9%−16,585−8.1%ReducedHistory
JPMJPMorgan Chase & CoStock130,532$26.4M2.9%−3,517−2.6%ReducedHistory
AVGOBroadcom Inc.Stock144,890$23.3M2.6%+130,720+922.5%AddedHistory
ACNAccenture plcStock66,315$20.1M2.2%−7,611−10.3%ReducedHistory
MCDMcDonalds CorpStock71,414$18.2M2.0%+360+0.5%AddedHistory
VVisa Inc.Stock69,213$18.2M2.0%−7,910−10.3%ReducedHistory
JJacobs Solutions Inc.COM128,498$18.0M2.0%−9,145−6.6%ReducedHistory
IQVIQVIA Holdings Inc.Stock76,699$16.2M1.8%−5,177−6.3%ReducedHistory
PEPPepsiCo IncStock96,133$15.9M1.8%−2,205−2.2%ReducedHistory
JNJJohnson & JohnsonStock102,635$15.0M1.7%−7,709−7.0%ReducedHistory
UNHUnitedHealth Group IncStock29,193$14.9M1.7%+3,120+12.0%AddedHistory
TMOThermo Fisher Scientific Inc.Stock25,159$13.9M1.5%−2,961−10.5%ReducedHistory
BDXBecton Dickinson & CoStock59,264$13.9M1.5%−5,770−8.9%ReducedHistory
AONAon plcCL A45,497$13.4M1.5%−2,732−5.7%ReducedHistory
PGProcter & Gamble CoStock80,795$13.3M1.5%−2,729−3.3%ReducedHistory
DHRDanaher CorpStock49,020$12.2M1.4%−4,791−8.9%ReducedHistory
GOOGLAlphabet Inc.Stock66,402$12.1M1.3%−8,369−11.2%ReducedHistory
XOMExxonMobil Holdings CorpCOM102,216$11.8M1.3%+60,906+147.4%AddedHistory
LOWLowes Companies IncStock51,389$11.3M1.3%−6,291−10.9%ReducedHistory
KOCoca Cola CoStock164,450$10.5M1.2%−4,779−2.8%ReducedHistory
RTXRTX CorpStock103,666$10.4M1.2%+1,222+1.2%AddedHistory
ETNEaton Corp plcStock32,979$10.3M1.1%−545−1.6%ReducedHistory
LENLennar CorpCL A68,383$10.2M1.1%−3,713−5.2%ReducedHistory
ADBEAdobe Inc.Stock18,164$10.1M1.1%−3,016−14.2%ReducedHistory
TOLToll Brothers, Inc.COM86,077$9.91M1.1%−4,900−5.4%ReducedHistory
SCHWSchwab Charles CorpStock131,290$9.67M1.1%−20,569−13.5%ReducedHistory
CVXChevron CorpStock61,381$9.60M1.1%−3,710−5.7%ReducedHistory
COSTCostco Wholesale CorpStock10,625$9.03M1.0%−186−1.7%ReducedHistory
TMUST-Mobile US, Inc.Stock50,588$8.91M1.0%+4,081+8.8%AddedHistory
NVSNovartis AGADR83,362$8.87M1.0%−1,606−1.9%ReducedHistory
METAMeta Platforms, Inc.Stock17,478$8.81M1.0%−1,750−9.1%ReducedHistory
MCOMoodys CorpStock19,220$8.09M0.9%−2,384−11.0%ReducedHistory
WSOWatsco IncCOM17,398$8.06M0.9%−340−1.9%ReducedHistory
HDHome Depot, Inc.Stock22,886$7.88M0.9%−200−0.9%ReducedHistory
AMZNAmazon Com IncStock39,883$7.71M0.9%−1,412−3.4%ReducedHistory
HONHoneywell International IncCOM32,383$6.92M0.8%−9,375−22.5%ReducedHistory
FDXFedEx CorpStock22,691$6.80M0.8%−1,665−6.8%ReducedHistory
DEODiageo PLCSPON ADR NEW52,058$6.56M0.7%−570−1.1%ReducedHistory
ABBVAbbVie Inc.Stock38,103$6.54M0.7%00.0%UnchangedHistory
OKEONEOK IncCOM77,633$6.33M0.7%−1,715−2.2%ReducedHistory
CSCOCisco Systems, Inc.Stock129,644$6.16M0.7%−19,863−13.3%ReducedHistory
WMTWalmart Inc.Stock87,807$5.95M0.7%−18,903−17.7%ReducedHistory
MRKMerck & Co., Inc.Stock47,095$5.83M0.6%−1,062−2.2%ReducedHistory
BRK.BBerkshire Hathaway IncStock13,956$5.68M0.6%−500−3.5%ReducedHistory
LLYEli Lilly & CoStock6,039$5.47M0.6%−62−1.0%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock39,021$5.34M0.6%+911+2.4%AddedHistory
UPSUnited Parcel Service IncStock38,864$5.32M0.6%−1,857−4.6%ReducedHistory
CMECME Group Inc.COM26,884$5.29M0.6%−582−2.1%ReducedHistory
ADIAnalog Devices IncStock21,299$4.86M0.5%−5,275−19.9%ReducedHistory
NEENextera Energy IncStock68,201$4.83M0.5%+9,562+16.3%AddedHistory
GS.PAGoldman Sachs Group IncPREFERR208,060$4.83M0.5%−14,878−6.7%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock21,425$4.81M0.5%−215−1.0%ReducedHistory
MDLZMondelez International, Inc.Stock70,719$4.63M0.5%−10,471−12.9%ReducedHistory
UNPUnion Pacific CorpStock20,114$4.55M0.5%−2,885−12.5%ReducedHistory
PHParker-Hannifin CorpStock8,956$4.53M0.5%+4,349+94.4%AddedHistory
ABTAbbott LaboratoriesStock43,420$4.51M0.5%−893−2.0%ReducedHistory
CDWCDW CorpCOM18,252$4.09M0.5%+4,252+30.4%AddedHistory
AMGNAmgen IncStock12,996$4.06M0.5%−2,364−15.4%ReducedHistory
EPDEnterprise Products Partners L.P.Stock140,000$4.06M0.5%−4,000−2.8%ReducedHistory
SPGIS&P Global Inc.Stock8,978$4.00M0.4%−608−6.3%ReducedHistory
BROBrown & Brown, Inc.Stock44,565$3.98M0.4%−13,517−23.3%ReducedHistory
MDTMedtronic plcStock49,393$3.89M0.4%−2,110−4.1%ReducedHistory
WMWaste Management IncStock18,022$3.84M0.4%−666−3.6%ReducedHistory
LRCXLam Research CorpCOM3,573$3.80M0.4%+55+1.6%AddedHistory
NVDANVIDIA CorpStock29,900$3.69M0.4%−156,500−84.0%ReducedConverted for a 10-for-1 splitHistory
TPLTexas Pacific Land CorpStock4,800$3.52M0.4%−675−12.3%ReducedHistory
QCOMQualcomm IncStock17,361$3.46M0.4%−1,620−8.5%ReducedHistory
APDAir Products & Chemicals, Inc.Stock13,360$3.45M0.4%−5,575−29.4%ReducedHistory
AMPAmeriprise Financial IncCOM7,899$3.37M0.4%00.0%UnchangedHistory
USB.PHUS Bancorp DECOM150,383$3.20M0.4%−34,250−18.6%ReducedHistory
AXPAmerican Express CoStock13,627$3.16M0.4%00.0%UnchangedHistory
LMTLockheed Martin CorpStock6,697$3.13M0.3%+300+4.7%AddedHistory
BACBank of America CorpStock75,744$3.01M0.3%−4,275−5.3%ReducedHistory
MET.PAMetlife IncCOM116,246$2.85M0.3%−3,850−3.2%ReducedHistory
LDOSLeidos Holdings, Inc.COM18,537$2.70M0.3%−2,650−12.5%ReducedHistory
STZConstellation Brands, Inc.Stock10,161$2.61M0.3%−55−0.5%ReducedHistory
DEDeere & CoStock6,803$2.54M0.3%−20.0%ReducedHistory
Roche Hldg Ltd ADR771195104COM73,155$2.54M0.3%−3,141−4.1%Reduced–
CLColgate Palmolive CoStock25,823$2.51M0.3%−2,500−8.8%ReducedHistory
BML.PHBank of America CorpPREFERR107,315$2.44M0.3%−25,900−19.4%ReducedHistory
CSXCSX CorpStock72,685$2.43M0.3%−189−0.3%ReducedHistory
ENBEnbridge IncStock68,191$2.43M0.3%−3,776−5.2%ReducedHistory
CVSCVS Health CorpStock40,952$2.42M0.3%−110,833−73.0%ReducedHistory
WFCWells Fargo & CompanyStock39,721$2.36M0.3%−750−1.9%ReducedHistory
CMCSAComcast CorpStock59,137$2.32M0.3%−10,885−15.5%ReducedHistory
TRVTravelers Companies, Inc.Stock11,153$2.27M0.3%−275−2.4%ReducedHistory
SPGSimon Property Group Inc.REIT13,025$1.98M0.2%+225+1.8%AddedHistory
IBMInternational Business Machines CorpStock11,009$1.90M0.2%+418+3.9%AddedHistory
PFEPfizer IncStock65,590$1.84M0.2%+1,563+2.4%AddedHistory
AKAMAkamai Technologies IncCOM19,251$1.73M0.2%−4,619−19.4%ReducedHistory
ADPAutomatic Data Processing IncStock7,133$1.70M0.2%−4,550−38.9%ReducedHistory
MKCMcCormick & Co IncStock23,127$1.64M0.2%+4,338+23.1%AddedHistory
NSCNorfolk Southern CorpStock7,356$1.58M0.2%00.0%UnchangedHistory
RJFRaymond James Financial IncCOM12,654$1.56M0.2%−9,550−43.0%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock9,950$1.55M0.2%00.0%UnchangedHistory
PSXPhillips 66Stock10,762$1.52M0.2%+150+1.4%AddedHistory
CATCaterpillar IncStock4,405$1.47M0.2%−300−6.4%ReducedHistory

Sold out since Q1 2024 (19)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Tower Bridge Advisors sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
PXDPioneer Natural Resources CoCOM29,397$7.72M0.8%History
Vanguard Tl Int Stock Index921909818ETF92,534$2.99M0.3%–
SENEASeneca Foods CorpCL A26,182$1.49M0.2%History
Vanguard Index FDS922908645MDCAP INDX ADM3,074$951.4K0.1%–
Windrock LD Co Com St97349V107COMMON1,564$899.3K0.1%–
EOGEOG Resources IncStock6,365$813.7K0.1%History
BRK.ABerkshire Hathaway IncCL A1$634.4K0.1%History
REGNRegeneron Pharmaceuticals, Inc.COM617$593.9K0.1%History
BAHBooz Allen Hamilton Holding CorpCL A2,475$367.4K<0.1%History
Subsea 7 S A Sponsored ADR864323100ADR22,648$360.2K<0.1%–
RPMRPM International IncCOM3,000$356.9K<0.1%History
GILDGilead Sciences, Inc.Stock3,405$249.4K<0.1%History
DLRDigital Realty Trust, Inc.COM1,700$244.9K<0.1%History
Sprott Gold Equity Fund Invest85208P105COM4,773$218.7K<0.1%–
FRDFriedman Industries IncCOM11,310$211.9K<0.1%History
FDSFactset Research Systems IncStock450$204.5K<0.1%History
CCitigroup IncStock3,196$202.1K<0.1%History
PYPLPayPal Holdings, Inc.Stock3,010$201.6K<0.1%History
GIFIGulf Island Fabrication IncCOM17,856$131.2K<0.1%History