Filed: 5/8/2025ACC: 0001278249-25-000002
📋 What this filing means
TOWER BRIDGE ADVISORS filed this quarterly 13F‑HR report disclosing 198 equity positions with a total reported market value of $894.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
198
Positions
$894.98M
Total AUM (reported)
6.49M
Total Shares
Allocation by class
COMMON$874.15M97.7%
PREFERR$14.50M1.6%
MUTUAL$6.33M0.7%
Portfolio Concentration
Top 3$141.70M15.8%
4–10$161.02M18.0%
11–25$195.75M21.9%
Rest$396.51M44.3%
Top 3 weight
15.8%
Top 10 weight
33.8%
Voting Authority Distribution
Total shares with voting rights: 6.49M
Sole
Full voting authority
6.49M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole198
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings198
Rows:
MICROSOFT CORP
SOLEShares156.59K
TypeSH
Market value$58.78M
6.57%
Sole
156.59K
Shared
0.00
None
0.00
APPLE INC
SOLEShares228.65K
TypeSH
Market value$50.79M
5.67%
Sole
228.65K
Shared
0.00
None
0.00
J P MORGAN CHASE &
SOLEShares130.98K
TypeSH
Market value$32.13M
3.59%
Sole
130.98K
Shared
0.00
None
0.00
ALPHABET CLASS C
SOLEShares199.27K
TypeSH
Market value$31.13M
3.48%
Sole
199.27K
Shared
0.00
None
0.00
ORACLE SYS CORP
SOLEShares185.36K
TypeSH
Market value$25.92M
2.90%
Sole
185.36K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares142.86K
TypeSH
Market value$23.92M
2.67%
Sole
142.86K
Shared
0.00
None
0.00
VISA INC
SOLEShares62.55K
TypeSH
Market value$21.92M
2.45%
Sole
62.55K
Shared
0.00
None
0.00
MCDONALD'S CORP
SOLEShares67.82K
TypeSH
Market value$21.19M
2.37%
Sole
67.82K
Shared
0.00
None
0.00
ACCENTURE PLC
SOLEShares63.52K
TypeSH
Market value$19.82M
2.21%
Sole
63.52K
Shared
0.00
None
0.00
AON PLC SHS CL A
SOLEShares42.92K
TypeSH
Market value$17.13M
1.91%
Sole
42.92K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares96.53K
TypeSH
Market value$16.01M
1.79%
Sole
96.53K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP
SOLEShares29.10K
TypeSH
Market value$15.24M
1.70%
Sole
29.10K
Shared
0.00
None
0.00
JACOBS SOLUTIONS I
SOLEShares123.27K
TypeSH
Market value$14.90M
1.67%
Sole
123.27K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares97.34K
TypeSH
Market value$14.59M
1.63%
Sole
97.34K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares107.50K
TypeSH
Market value$14.24M
1.59%
Sole
107.50K
Shared
0.00
None
0.00
PROCTER & GAMBLE C
SOLEShares83.10K
TypeSH
Market value$14.16M
1.58%
Sole
83.10K
Shared
0.00
None
0.00
T MOBILE US INC
SOLEShares52.58K
TypeSH
Market value$14.02M
1.57%
Sole
52.58K
Shared
0.00
None
0.00
IQVIA HOLDINGS INC
SOLEShares72.07K
TypeSH
Market value$12.71M
1.42%
Sole
72.07K
Shared
0.00
None
0.00
THERMO FISHER SCIE
SOLEShares25.16K
TypeSH
Market value$12.52M
1.40%
Sole
25.16K
Shared
0.00
None
0.00
EXXON MOBIL
SOLEShares101.71K
TypeSH
Market value$12.10M
1.35%
Sole
101.71K
Shared
0.00
None
0.00
LOWE'S COS INC
SOLEShares48.72K
TypeSH
Market value$11.36M
1.27%
Sole
48.72K
Shared
0.00
None
0.00
BECTON DICKINSON &
SOLEShares49.41K
TypeSH
Market value$11.32M
1.26%
Sole
49.41K
Shared
0.00
None
0.00
COCA COLA CO.
SOLEShares156.66K
TypeSH
Market value$11.22M
1.25%
Sole
156.66K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares19.21K
TypeSH
Market value$11.07M
1.24%
Sole
19.21K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares141.45K
TypeSH
Market value$10.28M
1.15%
Sole
141.45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COMMON | 156.59K | SH | $58.78M 6.57% | 156.59K | 0.00 | 0.00 |
APPLE INCSOLE | COMMON | 228.65K | SH | $50.79M 5.67% | 228.65K | 0.00 | 0.00 |
J P MORGAN CHASE &SOLE | COMMON | 130.98K | SH | $32.13M 3.59% | 130.98K | 0.00 | 0.00 |
ALPHABET CLASS CSOLE | COMMON | 199.27K | SH | $31.13M 3.48% | 199.27K | 0.00 | 0.00 |
ORACLE SYS CORPSOLE | COMMON | 185.36K | SH | $25.92M 2.90% | 185.36K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | COMMON | 142.86K | SH | $23.92M 2.67% | 142.86K | 0.00 | 0.00 |
VISA INCSOLE | COMMON | 62.55K | SH | $21.92M 2.45% | 62.55K | 0.00 | 0.00 |
MCDONALD'S CORPSOLE | COMMON | 67.82K | SH | $21.19M 2.37% | 67.82K | 0.00 | 0.00 |
ACCENTURE PLCSOLE | COMMON | 63.52K | SH | $19.82M 2.21% | 63.52K | 0.00 | 0.00 |
AON PLC SHS CL ASOLE | COMMON | 42.92K | SH | $17.13M 1.91% | 42.92K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COMMON | 96.53K | SH | $16.01M 1.79% | 96.53K | 0.00 | 0.00 |
UNITEDHEALTH GROUPSOLE | COMMON | 29.10K | SH | $15.24M 1.70% | 29.10K | 0.00 | 0.00 |
JACOBS SOLUTIONS ISOLE | COMMON | 123.27K | SH | $14.90M 1.67% | 123.27K | 0.00 | 0.00 |
PEPSICO INCSOLE | COMMON | 97.34K | SH | $14.59M 1.63% | 97.34K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COMMON | 107.50K | SH | $14.24M 1.59% | 107.50K | 0.00 | 0.00 |
PROCTER & GAMBLE CSOLE | COMMON | 83.10K | SH | $14.16M 1.58% | 83.10K | 0.00 | 0.00 |
T MOBILE US INCSOLE | COMMON | 52.58K | SH | $14.02M 1.57% | 52.58K | 0.00 | 0.00 |
IQVIA HOLDINGS INCSOLE | COMMON | 72.07K | SH | $12.71M 1.42% | 72.07K | 0.00 | 0.00 |
THERMO FISHER SCIESOLE | COMMON | 25.16K | SH | $12.52M 1.40% | 25.16K | 0.00 | 0.00 |
EXXON MOBILSOLE | COMMON | 101.71K | SH | $12.10M 1.35% | 101.71K | 0.00 | 0.00 |
LOWE'S COS INCSOLE | COMMON | 48.72K | SH | $11.36M 1.27% | 48.72K | 0.00 | 0.00 |
BECTON DICKINSON &SOLE | COMMON | 49.41K | SH | $11.32M 1.26% | 49.41K | 0.00 | 0.00 |
COCA COLA CO.SOLE | COMMON | 156.66K | SH | $11.22M 1.25% | 156.66K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | COMMON | 19.21K | SH | $11.07M 1.24% | 19.21K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COMMON | 141.45K | SH | $10.28M 1.15% | 141.45K | 0.00 | 0.00 |
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