§ 13F · FUND PROFILE
TOWER BRIDGE ADVISORS.
AUM · $1.1B (13F)Positions · 253Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$28M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc. Class C | 177K | $62M | 5.6% | −3% |
| 2 | AAPL | Apple Inc. | 199K | $58M | 5.2% | −3% |
| 3 | MSFT | Microsoft Corporation | 137K | $51M | 4.6% | −2% |
| 4 | AVGO | Broadcom Inc. | 130K | $49M | 4.4% | −3% |
| 5 | LRCX | Lam Research Corporation | 101K | $44M | 4.0% | −3% |
| 6 | JPM | JPMorgan Chase & Co. | 119K | $39M | 3.5% | −2% |
| 7 | VOO | Vanguard S&P 500 ETF | 38K | $26M | 2.4% | +23% |
| 8 | JNJ | Johnson & Johnson | 87K | $22M | 2.0% | ±0% |
| 9 | ORCL | Oracle Corporation | 145K | $21M | 1.9% | −2% |
| 10 | V | Visa Inc. Class A | 57K | $19M | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOWER SIGNAL
AC read
TOWER BRIDGE ADVISORS is a Other fund managing $1.1 billion in assets. The fund runs a broad portfolio of 253 positions.
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