TOWER BRIDGE ADVISORS

Filed: 11/12/2025ACC: 0001278249-25-000010

📋 What this filing means

TOWER BRIDGE ADVISORS filed this quarterly 13F‑HR report disclosing 194 equity positions with a total reported market value of $1.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

194

Positions

$1.00B

Total AUM (reported)

6.16M

Total Shares

Allocation by class

COMMON$983.45M98.2%

PREFERR$13.14M1.3%

MUTUAL$4.73M0.5%

Portfolio Concentration

Top 3$180.89M18.1%

4–10$209.20M20.9%

11–25$203.24M20.3%

Rest$407.99M40.7%

Top 3 weight

18.1%

Top 10 weight

39.0%

Voting Authority Distribution

Total shares with voting rights: 6.16M

Sole

Full voting authority

6.16M

% 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)

Sole194

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings194

Rows:

MICROSOFT CORP

SOLE

COMMON

Shares150.27K

TypeSH

Market value$77.83M

7.77%

Sole

150.27K

Shared

0.00

None

0.00

APPLE INC

SOLE

COMMON

Shares218.82K

TypeSH

Market value$55.72M

5.56%

Sole

218.82K

Shared

0.00

None

0.00

ALPHABET CLASS C

SOLE

COMMON

Shares194.35K

TypeSH

Market value$47.33M

4.73%

Sole

194.35K

Shared

0.00

None

0.00

BROADCOM INC COM

SOLE

COMMON

Shares139.39K

TypeSH

Market value$45.99M

4.59%

Sole

139.39K

Shared

0.00

None

0.00

ORACLE SYS CORP

SOLE

COMMON

Shares162K

TypeSH

Market value$45.56M

4.55%

Sole

162K

Shared

0.00

None

0.00

J P MORGAN CHASE & CO

SOLE

COMMON

Shares126.43K

TypeSH

Market value$39.88M

3.98%

Sole

126.43K

Shared

0.00

None

0.00

VISA INC

SOLE

COMMON

Shares60.56K

TypeSH

Market value$20.67M

2.06%

Sole

60.56K

Shared

0.00

None

0.00

MCDONALD'S CORP

SOLE

COMMON

Shares67.12K

TypeSH

Market value$20.40M

2.04%

Sole

67.12K

Shared

0.00

None

0.00

LAM RESEARCH CORP

SOLE

COMMON

Shares137.06K

TypeSH

Market value$18.35M

1.83%

Sole

137.06K

Shared

0.00

None

0.00

JACOBS SOLUTIONS INC

SOLE

COMMON

Shares122.42K

TypeSH

Market value$18.35M

1.83%

Sole

122.42K

Shared

0.00

None

0.00

RTX CORPORATION

SOLE

COMMON

Shares105.75K

TypeSH

Market value$17.69M

1.77%

Sole

105.75K

Shared

0.00

None

0.00

JOHNSON & JOHNSON

SOLE

COMMON

Shares92.05K

TypeSH

Market value$17.07M

1.70%

Sole

92.05K

Shared

0.00

None

0.00

ACCENTURE PLC

SOLE

COMMON

Shares60.77K

TypeSH

Market value$14.98M

1.50%

Sole

60.77K

Shared

0.00

None

0.00

META PLATFORMS INC

SOLE

COMMON

Shares19.68K

TypeSH

Market value$14.46M

1.44%

Sole

19.68K

Shared

0.00

None

0.00

ALPHABET CLASS A

SOLE

COMMON

Shares55.74K

TypeSH

Market value$13.55M

1.35%

Sole

55.74K

Shared

0.00

None

0.00

EATON CORP PLC SHS

SOLE

COMMON

Shares36.18K

TypeSH

Market value$13.54M

1.35%

Sole

36.18K

Shared

0.00

None

0.00

INTERCONTINENTAL EXCH

SOLE

COMMON

Shares77.60K

TypeSH

Market value$13.07M

1.31%

Sole

77.60K

Shared

0.00

None

0.00

IQVIA HOLDINGS INC

SOLE

COMMON

Shares68.30K

TypeSH

Market value$12.97M

1.30%

Sole

68.30K

Shared

0.00

None

0.00

THERMO FISHER SCIENTI

SOLE

COMMON

Shares26.41K

TypeSH

Market value$12.81M

1.28%

Sole

26.41K

Shared

0.00

None

0.00

AON PLC SHS CL A

SOLE

COMMON

Shares35.28K

TypeSH

Market value$12.58M

1.26%

Sole

35.28K

Shared

0.00

None

0.00

T MOBILE US INC

SOLE

COMMON

Shares51.87K

TypeSH

Market value$12.42M

1.24%

Sole

51.87K

Shared

0.00

None

0.00

PROCTER & GAMBLE CO

SOLE

COMMON

Shares80.71K

TypeSH

Market value$12.40M

1.24%

Sole

80.71K

Shared

0.00

None

0.00

PEPSICO INC

SOLE

COMMON

Shares88.19K

TypeSH

Market value$12.38M

1.24%

Sole

88.19K

Shared

0.00

None

0.00

LOWE'S COS INC

SOLE

COMMON

Shares46.70K

TypeSH

Market value$11.74M

1.17%

Sole

46.70K

Shared

0.00

None

0.00

SCHWAB CHARLES CORP

SOLE

COMMON

Shares121.24K

TypeSH

Market value$11.58M

1.16%

Sole

121.24K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
MICROSOFT CORPSOLE	COMMON	150.27K	SH	$77.83M 7.77%	150.27K
APPLE INCSOLE	COMMON	218.82K	SH	$55.72M 5.56%	218.82K
ALPHABET CLASS CSOLE	COMMON	194.35K	SH	$47.33M 4.73%	194.35K
BROADCOM INC COMSOLE	COMMON	139.39K	SH	$45.99M 4.59%	139.39K
ORACLE SYS CORPSOLE	COMMON	162K	SH	$45.56M 4.55%	162K
J P MORGAN CHASE & COSOLE	COMMON	126.43K	SH	$39.88M 3.98%	126.43K
VISA INCSOLE	COMMON	60.56K	SH	$20.67M 2.06%	60.56K
MCDONALD'S CORPSOLE	COMMON	67.12K	SH	$20.40M 2.04%	67.12K
LAM RESEARCH CORPSOLE	COMMON	137.06K	SH	$18.35M 1.83%	137.06K
JACOBS SOLUTIONS INCSOLE	COMMON	122.42K	SH	$18.35M 1.83%	122.42K
RTX CORPORATIONSOLE	COMMON	105.75K	SH	$17.69M 1.77%	105.75K
JOHNSON & JOHNSONSOLE	COMMON	92.05K	SH	$17.07M 1.70%	92.05K
ACCENTURE PLCSOLE	COMMON	60.77K	SH	$14.98M 1.50%	60.77K
META PLATFORMS INCSOLE	COMMON	19.68K	SH	$14.46M 1.44%	19.68K
ALPHABET CLASS ASOLE	COMMON	55.74K	SH	$13.55M 1.35%	55.74K
EATON CORP PLC SHSSOLE	COMMON	36.18K	SH	$13.54M 1.35%	36.18K
INTERCONTINENTAL EXCHSOLE	COMMON	77.60K	SH	$13.07M 1.31%	77.60K
IQVIA HOLDINGS INCSOLE	COMMON	68.30K	SH	$12.97M 1.30%	68.30K
THERMO FISHER SCIENTISOLE	COMMON	26.41K	SH	$12.81M 1.28%	26.41K
AON PLC SHS CL ASOLE	COMMON	35.28K	SH	$12.58M 1.26%	35.28K
T MOBILE US INCSOLE	COMMON	51.87K	SH	$12.42M 1.24%	51.87K
PROCTER & GAMBLE COSOLE	COMMON	80.71K	SH	$12.40M 1.24%	80.71K
PEPSICO INCSOLE	COMMON	88.19K	SH	$12.38M 1.24%	88.19K
LOWE'S COS INCSOLE	COMMON	46.70K	SH	$11.74M 1.17%	46.70K
SCHWAB CHARLES CORPSOLE	COMMON	121.24K	SH	$11.58M 1.16%	121.24K

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