TOWER BRIDGE ADVISORS

Filed: 8/11/2025ACC: 0001278249-25-000005

📋 What this filing means

TOWER BRIDGE ADVISORS filed this quarterly 13F‑HR report disclosing 191 equity positions with a total reported market value of $930.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

191

Positions

$930.24M

Total AUM (reported)

6.12M

Total Shares

Allocation by class

COMMON$912.79M98.1%

PREFERR$12.95M1.4%

MUTUAL$4.50M0.5%

Portfolio Concentration

Top 3$160.28M17.2%

4–10$186.19M20.0%

11–25$187.84M20.2%

Rest$395.93M42.6%

Top 3 weight

17.2%

Top 10 weight

37.2%

Voting Authority Distribution

Total shares with voting rights: 6.12M

Sole

Full voting authority

6.12M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole191

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings191

Rows:

MICROSOFT CORP

SOLE

COMMON

Shares152.79K

TypeSH

Market value$76.00M

8.17%

Sole

152.79K

Shared

0.00

None

0.00

APPLE INC

SOLE

COMMON

Shares222.75K

TypeSH

Market value$45.70M

4.91%

Sole

222.75K

Shared

0.00

None

0.00

BROADCOM INC COM

SOLE

COMMON

Shares139.95K

TypeSH

Market value$38.58M

4.15%

Sole

139.95K

Shared

0.00

None

0.00

ORACLE SYS CORP

SOLE

COMMON

Shares175.68K

TypeSH

Market value$38.41M

4.13%

Sole

175.68K

Shared

0.00

None

0.00

J P MORGAN CHASE & CO

SOLE

COMMON

Shares126.82K

TypeSH

Market value$36.77M

3.95%

Sole

126.82K

Shared

0.00

None

0.00

ALPHABET CLASS C

SOLE

COMMON

Shares195.72K

TypeSH

Market value$34.72M

3.73%

Sole

195.72K

Shared

0.00

None

0.00

VISA INC

SOLE

COMMON

Shares62.55K

TypeSH

Market value$22.21M

2.39%

Sole

62.55K

Shared

0.00

None

0.00

MCDONALD'S CORP

SOLE

COMMON

Shares67.06K

TypeSH

Market value$19.59M

2.11%

Sole

67.06K

Shared

0.00

None

0.00

ACCENTURE PLC

SOLE

COMMON

Shares61.69K

TypeSH

Market value$18.44M

1.98%

Sole

61.69K

Shared

0.00

None

0.00

JACOBS SOLUTIONS INC

SOLE

COMMON

Shares122.13K

TypeSH

Market value$16.05M

1.73%

Sole

122.13K

Shared

0.00

None

0.00

RTX CORPORATION

SOLE

COMMON

Shares106.64K

TypeSH

Market value$15.57M

1.67%

Sole

106.64K

Shared

0.00

None

0.00

AON PLC SHS CL A

SOLE

COMMON

Shares40.61K

TypeSH

Market value$14.49M

1.56%

Sole

40.61K

Shared

0.00

None

0.00

META PLATFORMS INC

SOLE

COMMON

Shares19.51K

TypeSH

Market value$14.40M

1.55%

Sole

19.51K

Shared

0.00

None

0.00

JOHNSON & JOHNSON

SOLE

COMMON

Shares92.37K

TypeSH

Market value$14.11M

1.52%

Sole

92.37K

Shared

0.00

None

0.00

LAM RESEARCH CORP

SOLE

COMMON

Shares138.55K

TypeSH

Market value$13.49M

1.45%

Sole

138.55K

Shared

0.00

None

0.00

EATON CORP PLC SHS

SOLE

COMMON

Shares36.37K

TypeSH

Market value$12.98M

1.40%

Sole

36.37K

Shared

0.00

None

0.00

PROCTER & GAMBLE CO

SOLE

COMMON

Shares80.98K

TypeSH

Market value$12.90M

1.39%

Sole

80.98K

Shared

0.00

None

0.00

T MOBILE US INC

SOLE

COMMON

Shares53.38K

TypeSH

Market value$12.72M

1.37%

Sole

53.38K

Shared

0.00

None

0.00

PEPSICO INC

SOLE

COMMON

Shares91.53K

TypeSH

Market value$12.09M

1.30%

Sole

91.53K

Shared

0.00

None

0.00

SCHWAB CHARLES CORP

SOLE

COMMON

Shares124.03K

TypeSH

Market value$11.32M

1.22%

Sole

124.03K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COMMON

Shares49.38K

TypeSH

Market value$10.83M

1.16%

Sole

49.38K

Shared

0.00

None

0.00

IQVIA HOLDINGS INC

SOLE

COMMON

Shares68.47K

TypeSH

Market value$10.79M

1.16%

Sole

68.47K

Shared

0.00

None

0.00

THERMO FISHER SCIENTI

SOLE

COMMON

Shares26.52K

TypeSH

Market value$10.75M

1.16%

Sole

26.52K

Shared

0.00

None

0.00

EXXON MOBIL

SOLE

COMMON

Shares99.34K

TypeSH

Market value$10.71M

1.15%

Sole

99.34K

Shared

0.00

None

0.00

COCA COLA CO.

SOLE

COMMON

Shares151.09K

TypeSH

Market value$10.69M

1.15%

Sole

151.09K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
MICROSOFT CORPSOLE	COMMON	152.79K	SH	$76.00M 8.17%	152.79K
APPLE INCSOLE	COMMON	222.75K	SH	$45.70M 4.91%	222.75K
BROADCOM INC COMSOLE	COMMON	139.95K	SH	$38.58M 4.15%	139.95K
ORACLE SYS CORPSOLE	COMMON	175.68K	SH	$38.41M 4.13%	175.68K
J P MORGAN CHASE & COSOLE	COMMON	126.82K	SH	$36.77M 3.95%	126.82K
ALPHABET CLASS CSOLE	COMMON	195.72K	SH	$34.72M 3.73%	195.72K
VISA INCSOLE	COMMON	62.55K	SH	$22.21M 2.39%	62.55K
MCDONALD'S CORPSOLE	COMMON	67.06K	SH	$19.59M 2.11%	67.06K
ACCENTURE PLCSOLE	COMMON	61.69K	SH	$18.44M 1.98%	61.69K
JACOBS SOLUTIONS INCSOLE	COMMON	122.13K	SH	$16.05M 1.73%	122.13K
RTX CORPORATIONSOLE	COMMON	106.64K	SH	$15.57M 1.67%	106.64K
AON PLC SHS CL ASOLE	COMMON	40.61K	SH	$14.49M 1.56%	40.61K
META PLATFORMS INCSOLE	COMMON	19.51K	SH	$14.40M 1.55%	19.51K
JOHNSON & JOHNSONSOLE	COMMON	92.37K	SH	$14.11M 1.52%	92.37K
LAM RESEARCH CORPSOLE	COMMON	138.55K	SH	$13.49M 1.45%	138.55K
EATON CORP PLC SHSSOLE	COMMON	36.37K	SH	$12.98M 1.40%	36.37K
PROCTER & GAMBLE COSOLE	COMMON	80.98K	SH	$12.90M 1.39%	80.98K
T MOBILE US INCSOLE	COMMON	53.38K	SH	$12.72M 1.37%	53.38K
PEPSICO INCSOLE	COMMON	91.53K	SH	$12.09M 1.30%	91.53K
SCHWAB CHARLES CORPSOLE	COMMON	124.03K	SH	$11.32M 1.22%	124.03K
AMAZON COM INCSOLE	COMMON	49.38K	SH	$10.83M 1.16%	49.38K
IQVIA HOLDINGS INCSOLE	COMMON	68.47K	SH	$10.79M 1.16%	68.47K
THERMO FISHER SCIENTISOLE	COMMON	26.52K	SH	$10.75M 1.16%	26.52K
EXXON MOBILSOLE	COMMON	99.34K	SH	$10.71M 1.15%	99.34K
COCA COLA CO.SOLE	COMMON	151.09K	SH	$10.69M 1.15%	151.09K

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