MondegarAI
TOWER BRIDGE ADVISORS

Q2 2024 · 13F-HR

TOWER BRIDGE ADVISORSholdings as filed

Filed 2024-07-24 · accession 0001278249-24-000003

$899.7M
Reported value
185
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$73.3M8.14%163,943CommonSOLE
037833100AAPLAPPLE INC$49.7M5.53%236,068CommonSOLE
02079K107GOOGALPHABET CLASS C$38.0M4.22%207,054CommonSOLE
68389X105ORCLORACLE SYS CORP$26.5M2.94%187,642CommonSOLE
46625H100JPMJ P MORGAN CHASE & CO$26.4M2.93%130,532CommonSOLE
11135F101AVGOBROADCOM INC COM$23.3M2.59%144,890CommonSOLE
G1151C101ACNACCENTURE PLC$20.1M2.24%66,315CommonSOLE
580135101MCDMCDONALD'S CORP$18.2M2.02%71,414CommonSOLE
92826C839VVISA INC$18.2M2.02%69,213CommonSOLE
46982L108JJACOBS SOLUTIONS INC$18.0M2.00%128,498CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$16.2M1.80%76,699CommonSOLE
713448108PEPPEPSICO INC$15.9M1.76%96,133CommonSOLE
478160104JNJJOHNSON & JOHNSON$15.0M1.67%102,635CommonSOLE
91324P102UNHUNITEDHEALTH GROUP IN$14.9M1.65%29,193CommonSOLE
883556102TMOTHERMO FISHER SCIENTI$13.9M1.55%25,159CommonSOLE
075887109BDXBECTON DICKINSON & CO$13.9M1.54%59,264CommonSOLE
G0403H108AONAON PLC SHS CL A$13.4M1.48%45,497CommonSOLE
742718109PGPROCTER & GAMBLE CO$13.3M1.48%80,795CommonSOLE
235851102DHRDANAHER CORP$12.2M1.36%49,020CommonSOLE
02079K305GOOGLALPHABET CLASS A$12.1M1.34%66,402CommonSOLE
30231G102XOMEXXON MOBIL$11.8M1.31%102,216CommonSOLE
548661107LOWLOWE'S COS INC$11.3M1.26%51,389CommonSOLE
191216100KOCOCA COLA CO.$10.5M1.16%164,450CommonSOLE
75513E101RTXRTX CORPORATION$10.4M1.16%103,666CommonSOLE
G29183103ETNEATON CORP PLC SHS$10.3M1.15%32,979CommonSOLE
526057104LENLENNAR CORP$10.2M1.14%68,383CommonSOLE
00724F101ADBEADOBE SYS INC$10.1M1.12%18,164CommonSOLE
889478103TOLTOLL BROTHERS INC$9.9M1.10%86,077CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$9.7M1.08%131,290CommonSOLE
166764100CVXCHEVRON CORP$9.6M1.07%61,381CommonSOLE
22160K105COSTCOSTCO WHOLESALE$9.0M1.00%10,625CommonSOLE
872590104TMUST MOBILE US INC$8.9M0.99%50,588CommonSOLE
66987V109NVSNOVARTIS ADR$8.9M0.99%83,362CommonSOLE
30303M102METAMETA PLATFORMS INC$8.8M0.98%17,478CommonSOLE
615369105MCOMOODYS CORP$8.1M0.90%19,220CommonSOLE
942622200WSOWATSCO INC$8.1M0.90%17,398CommonSOLE
437076102HDHOME DEPOT INC$7.9M0.88%22,886CommonSOLE
023135106AMZNAMAZON COM INC$7.7M0.86%39,883CommonSOLE
438516106HONHONEYWELL INTL INC$6.9M0.77%32,383CommonSOLE
31428X106FDXFEDEX CORP$6.8M0.76%22,691CommonSOLE
25243Q205DEODIAGEO PLC$6.6M0.73%52,058CommonSOLE
00287Y109ABBVABBVIE INC$6.5M0.73%38,103CommonSOLE
682680103OKEONEOK INC NEW$6.3M0.70%77,633CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$6.2M0.68%129,644CommonSOLE
931142103WMTWAL MART STORES INC$5.9M0.66%87,807CommonSOLE
58933Y105MRKMERCK & COMPANY$5.8M0.65%47,095CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY IN$5.7M0.63%13,956CommonSOLE
532457108LLYLILLY, ELI AND CO$5.5M0.61%6,039CommonSOLE
45866F104ICEINTERCONTINENTAL EXCH$5.3M0.59%39,021CommonSOLE
911312106UPSUNITED PARCEL SVC INC$5.3M0.59%38,864CommonSOLE
12572Q105CMECME GROUP INC COM$5.3M0.59%26,884CommonSOLE
032654105ADIANALOG DEVICES INC$4.9M0.54%21,299CommonSOLE
65339F101NEENEXTERA ENERGY INC$4.8M0.54%68,201CommonSOLE
38143Y665GOLDMAN SACHS GROUP I$4.8M0.54%208,060CommonSOLE
502431109LHXL3 HARRIS TECHNOLOGIE$4.8M0.53%21,425CommonSOLE
609207105MDLZMONDELEZ INTL INC$4.6M0.51%70,719CommonSOLE
907818108UNPUNION PACIFIC CORP$4.6M0.51%20,114CommonSOLE
701094104PHPARKER HANNIFIN CORP$4.5M0.50%8,956CommonSOLE
002824100ABTABBOTT LABS$4.5M0.50%43,420CommonSOLE
12514G108CDWCDW CORP$4.1M0.45%18,252CommonSOLE
031162100AMGNAMGEN INC$4.1M0.45%12,996CommonSOLE
293792107EPDENTERPRISE PRODS PART$4.1M0.45%140,000CommonSOLE
78409V104SPGIS&P GLOBAL INC COM$4.0M0.45%8,978CommonSOLE
115236101BROBROWN & BROWN INC$4.0M0.44%44,565CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.9M0.43%49,393CommonSOLE
94106L109WMWASTE MGMT INC DEL$3.8M0.43%18,022CommonSOLE
512807108LRCXEURLAM RESEARCH CORP COM$3.8M0.42%3,573CommonSOLE
67066G104NVDANVIDIA CORP$3.7M0.41%29,900CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CO$3.5M0.39%4,800CommonSOLE
747525103QCOMQUALCOMM INC$3.5M0.38%17,361CommonSOLE
009158106APDAIR PRODS & CHEMS INC$3.4M0.38%13,360CommonSOLE
03076C106AMPAMERIPRISE FINL INC$3.4M0.38%7,899CommonSOLE
902973155US BANCORP DEL 5.56 percent$3.2M0.36%150,383CommonSOLE
025816109AXPAMERICAN EXPRESS CO.$3.2M0.35%13,627CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$3.1M0.35%6,697CommonSOLE
060505104BACBANK OF AMERICA CORP$3.0M0.33%75,744CommonSOLE
59156R504METLIFE INC 4.0 percent PFD$2.8M0.32%116,246CommonSOLE
525327102LDOSLEIDOS HLDGS INC$2.7M0.30%18,537CommonSOLE
21036P108STZCONSTELLATION BRANDS$2.6M0.29%10,161CommonSOLE
244199105DEDEERE & CO.$2.5M0.28%6,803CommonSOLE
771195104RHHBYROCHE HLDG LTD ADR$2.5M0.28%73,155CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2.5M0.28%25,823CommonSOLE
060505625BANK OF AMERICA PFD D$2.4M0.27%107,315CommonSOLE
126408103CSXCSX CORP$2.4M0.27%72,685CommonSOLE
29250N105ENBENBRIDGE INC$2.4M0.27%68,191CommonSOLE
126650100CVSCVS HEALTH CORP.$2.4M0.27%40,952CommonSOLE
949746101WMT2WELLS FARGO & CO$2.4M0.26%39,721CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$2.3M0.26%59,137CommonSOLE
89417E109TRVTRAVELERS COMPANIES I$2.3M0.25%11,153CommonSOLE
828806109SPGSIMON PPTY GROUP INC$2.0M0.22%13,025CommonSOLE
459200101IBMINT'L BUSINESS MACHIN$1.9M0.21%11,009CommonSOLE
717081103PFEPFIZER INC$1.8M0.20%65,590CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES I$1.7M0.19%19,251CommonSOLE
053015103ADPAUTOMATIC DATA PROCES$1.7M0.19%7,133CommonSOLE
579780206MKCMCCORMICK & CO INC$1.6M0.18%23,127CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$1.6M0.18%7,356CommonSOLE
754730109RJFRAYMOND JAMES FINANCI$1.6M0.17%12,654CommonSOLE
693475105PNCPNC FINANCIAL CORP$1.5M0.17%9,950CommonSOLE
718546104PSXPHILLIPS 66$1.5M0.17%10,762CommonSOLE
149123101CATCATERPILLAR INC$1.5M0.16%4,405CommonSOLE
001055102AFLAFLAC INC$1.5M0.16%16,356CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PL$1.4M0.16%4,369CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB$1.4M0.15%32,890CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N$1.2M0.13%4,470CommonSOLE
G54950103LINLINDE PLC SHS$1.2M0.13%2,696CommonSOLE
25278X109FANGDIAMONDBACK ENERGY IN$1.2M0.13%5,776CommonSOLE
904767704UNILEVER PLC ADR$1.1M0.12%19,795CommonSOLE
92343V104VZVERIZON COMMUNICATION$1.1M0.12%25,727CommonSOLE
64110L106NFLXNETFLIX COM INC$1.0M0.11%1,532CommonSOLE
776696106ROPROPER INDS INC NEW CO$1.0M0.11%1,830CommonSOLE
020002101ALLALLSTATE CORP$999,4720.11%6,260CommonSOLE
254687106DISWALT DISNEY COMPANY$952,9850.11%9,598CommonSOLE
125523100CICIGNA CORP NEW COM$945,4300.11%2,860CommonSOLE
61747S504MORGAN STANLEY PFD A$910,5100.10%39,795CommonSOLE
458140100INTCINTEL CORP$900,4530.10%29,075CommonSOLE
744320102PRUPRUDENTIAL FINL INC$878,0040.10%7,492CommonSOLE
038222105AMATAPPLIED MATLS INC$873,1630.10%3,700CommonSOLE
87612E106TGTTARGET CORP$862,1850.10%5,824CommonSOLE
92338C103VLTOVERALTO CORP$839,8250.09%8,797CommonSOLE
494368103KMBKIMBERLY CLARK CORP$809,1610.09%5,855CommonSOLE
26441C204DUKDUKE ENERGY CORPORATI$797,1290.09%7,953CommonSOLE
14448C104CARRCARRIER GLOBAL CORPOR$795,6910.09%12,614CommonSOLE
56585A102MPCMARATHON PETE CORP$759,8420.08%4,380CommonSOLE
929160109VMCVULCAN MATLS CO COM$746,0400.08%3,000CommonSOLE
09247X101BLKCHFBLACKROCK INC$737,7190.08%937CommonSOLE
291011104EMREMERSON ELECTRIC CO$724,0820.08%6,573CommonSOLE
007903107AMDADVANCED MICRO DEVICE$689,3920.08%4,250CommonSOLE
20825C104COPCONOCOPHILLIPS$686,0510.08%5,998CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$671,7170.07%17,290CommonSOLE
452308109ITWILLINOIS TOOL WORKS I$649,9810.07%2,743CommonSOLE
38144G804GOLDMAN SACHS GROUP I$621,6740.07%27,100CommonSOLE
0849901751/100 BERKSHIRE HTWY$612,2410.07%100CommonSOLE
74340W103PLDPROLOGIS INC COM$608,2710.07%5,416CommonSOLE
921935201VWENXVANGUARD/WELLINGTON F$605,8960.07%7,926CommonSOLE
060505633BK OF AMERICA CORP PF$578,9880.06%25,450CommonSOLE
654106103NKENIKE INC CL B$574,0180.06%7,616CommonSOLE
N53745100LYBLYONDELLBASELL INDUST$564,3940.06%5,900CommonSOLE
903287407USBLXVICTORY PORTFOLIOS II$531,0760.06%19,735CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$526,0090.06%2,704CommonSOLE
95040Q104WELLWELLTOWER INC$505,6130.06%4,850CommonSOLE
22052L104CTVACORTEVA INC COM$497,5430.06%9,224CommonSOLE
427866108HSYHERSHEY FOODS CORP$496,3410.06%2,700CommonSOLE
922018304VWNAXVANGUARD WINDSOR II A$485,2390.05%5,850CommonSOLE
571748102MRSHMARSH & MCLENNAN COS$448,6230.05%2,129CommonSOLE
H1467J104CBCHUBB LIMITED$437,7170.05%1,716CommonSOLE
025537101AEPAMERICAN ELECTRIC POW$431,6810.05%4,920CommonSOLE
260003108DOVDOVER CORP$427,1250.05%2,367CommonSOLE
00206R102TA T & T INC (NEW)$409,4320.05%21,425CommonSOLE
891160509TDTORONTO DOMINION BK O$403,0220.04%7,333CommonSOLE
171340102CHDCHURCH & DWIGHT CO.$373,2480.04%3,600CommonSOLE
76131D103QSRRESTAURANT BRANDS INT$372,9610.04%5,300CommonSOLE
136069101CMCDN IMPERIAL BK COMM$361,9700.04%7,614CommonSOLE
229899109CFRCULLEN FROST BANKERS$350,6240.04%3,450CommonSOLE
693506107PPGPPG INDUSTRIES INC$339,9030.04%2,700CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP C$332,8670.04%3,458CommonSOLE
369604301GEGENERAL ELECTRIC CO C$322,7090.04%2,030CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS$317,7000.04%18,000CommonSOLE
808509855SWPPXSCHWAB S&P 500 INDEX$305,1800.03%3,622CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$303,7500.03%1,125CommonSOLE
370334104GISGENERAL MILLS INC$299,2200.03%4,730CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD$295,5580.03%13,404CommonSOLE
25746U109DDOMINION RES INC VA$292,4370.03%5,968CommonSOLE
855244109SBUXSTARBUCKS CORP$292,0150.03%3,751CommonSOLE
086516101BBYBEST BUY INC$286,5860.03%3,400CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS IN$277,1080.03%2,600CommonSOLE
579780107MKC/VMCCORMICK & CO INC CO$276,0000.03%4,000CommonSOLE
315911750FXAIXFIDELITY 500 INDEX FU$272,9680.03%1,435CommonSOLE
939330825WMFFXAMERICAN FUNDS WASHIN$270,9370.03%4,490CommonSOLE
024071102ABALXAMERICAN BALANCED FD$269,3400.03%7,793CommonSOLE
09260D107BXBLACKSTONE GROUP INC$261,0940.03%2,109CommonSOLE
460146103IPINTERNATIONAL PAPER C$251,3490.03%5,825CommonSOLE
921910600VWUAXVANGUARD US GROWTH FU$247,0170.03%1,414CommonSOLE
353825805FRDAXFRANKLIN MANAGED TR R$246,8660.03%2,650CommonSOLE
37959E102GLGLOBE LIFE INC$246,8400.03%3,000CommonSOLE
921936209VPMAXVANGUARD/PRIMECAP FD$237,0780.03%1,318CommonSOLE
353496631FNCFXFRANKLIN CUSTODIAN FD$230,1440.03%98,774CommonSOLE
237194105DRIDARDEN RESTAURANTS IN$226,9800.03%1,500CommonSOLE
69351T106PPLPPL CORP$226,7300.03%8,200CommonSOLE
92204L302VPALXVANGUARD PA TAX FREE$224,5490.02%20,830CommonSOLE
302635206FSKFS KKR CAPITAL CORP C$219,4770.02%11,124CommonSOLE
053611109AVYAVERY DENNISON CORP$218,6500.02%1,000CommonSOLE
922907860VWLUXVANGUARD MUN BD FD IN$216,8870.02%19,990CommonSOLE
921937686VSIAXVANGUARD BD INDEX FDS$216,2760.02%2,758CommonSOLE
902653104UDRUDR INC$209,8650.02%5,100CommonSOLE
19766H429SLMCXCOLUMBIA FDS SER TR I$201,7850.02%1,552CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.