TOWER BRIDGE ADVISORS — Q2 2025 13F-HR

← TOWER BRIDGE ADVISORS

Q2 2025 · 13F-HR

TOWER BRIDGE ADVISORSholdings as filed

Filed 2025-08-11 · accession 0001278249-25-000005

$930.2M

Reported value

191

Positions

2025-06-30

Period end

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The Brief · TOWER BRIDGE ADVISORS · Q2 2025

AI · grounded in 13F

TOWER BRIDGE ADVISORS established a new position in MSFT valued at $76M. The fund also initiated new stakes in AAPL for $45.7M and AVGO for $38.6M. Additional new positions include ORCL at $38.4M, JPM at $36.8M, and GOOG at $34.7M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
594918104	MSFT	MICROSOFT CORP	$76.0M	8.17%	152,792	Common	SOLE
037833100	AAPL	APPLE INC	$45.7M	4.91%	222,754	Common	SOLE
11135F101	AVGO	BROADCOM INC COM	$38.6M	4.15%	139,950	Common	SOLE
68389X105	ORCL	ORACLE SYS CORP	$38.4M	4.13%	175,681	Common	SOLE
46625H100	JPM	J P MORGAN CHASE & CO	$36.8M	3.95%	126,821	Common	SOLE
02079K107	GOOG	ALPHABET CLASS C	$34.7M	3.73%	195,725	Common	SOLE
92826C839	V	VISA INC	$22.2M	2.39%	62,545	Common	SOLE
580135101	MCD	MCDONALD'S CORP	$19.6M	2.11%	67,058	Common	SOLE
G1151C101	ACN	ACCENTURE PLC	$18.4M	1.98%	61,690	Common	SOLE
46982L108	J	JACOBS SOLUTIONS INC	$16.1M	1.73%	122,132	Common	SOLE
75513E101	RTX	RTX CORPORATION	$15.6M	1.67%	106,635	Common	SOLE
G0403H108	AON	AON PLC SHS CL A	$14.5M	1.56%	40,610	Common	SOLE
30303M102	META	META PLATFORMS INC	$14.4M	1.55%	19,514	Common	SOLE
478160104	JNJ	JOHNSON & JOHNSON	$14.1M	1.52%	92,374	Common	SOLE
512807306	LRCX	LAM RESEARCH CORP	$13.5M	1.45%	138,551	Common	SOLE
G29183103	ETN	EATON CORP PLC SHS	$13.0M	1.40%	36,366	Common	SOLE
742718109	PG	PROCTER & GAMBLE CO	$12.9M	1.39%	80,976	Common	SOLE
872590104	TMUS	T MOBILE US INC	$12.7M	1.37%	53,375	Common	SOLE
713448108	PEP	PEPSICO INC	$12.1M	1.30%	91,530	Common	SOLE
808513105	SCHW	SCHWAB CHARLES CORP	$11.3M	1.22%	124,028	Common	SOLE
023135106	AMZN	AMAZON COM INC	$10.8M	1.16%	49,382	Common	SOLE
46266C105	IQV	IQVIA HOLDINGS INC	$10.8M	1.16%	68,473	Common	SOLE
883556102	TMO	THERMO FISHER SCIENTI	$10.8M	1.16%	26,524	Common	SOLE
30231G102	XOM	EXXON MOBIL	$10.7M	1.15%	99,336	Common	SOLE
191216100	KO	COCA COLA CO.	$10.7M	1.15%	151,085	Common	SOLE
548661107	LOW	LOWE'S COS INC	$10.4M	1.12%	46,768	Common	SOLE
02079K305	GOOGL	ALPHABET CLASS A	$10.3M	1.11%	58,645	Common	SOLE
22160K105	COST	COSTCO WHOLESALE	$9.6M	1.03%	9,707	Common	SOLE
889478103	TOL	TOLL BROTHERS INC	$9.0M	0.97%	79,142	Common	SOLE
235851102	DHR	DANAHER CORP	$9.0M	0.97%	45,697	Common	SOLE
66987V109	NVS	NOVARTIS ADR	$9.0M	0.97%	74,344	Common	SOLE
615369105	MCO	MOODYS CORP	$8.6M	0.93%	17,162	Common	SOLE
166764100	CVX	CHEVRON CORP	$8.3M	0.89%	57,875	Common	SOLE
45866F104	ICE	INTERCONTINENTAL EXCH	$8.0M	0.86%	43,430	Common	SOLE
437076102	HD	HOME DEPOT INC	$7.7M	0.83%	20,973	Common	SOLE
075887109	BDX	BECTON DICKINSON & CO	$7.7M	0.83%	44,583	Common	SOLE
67066G104	NVDA	NVIDIA CORP	$7.5M	0.80%	47,235	Common	SOLE
00287Y109	ABBV	ABBVIE INC	$7.4M	0.80%	40,118	Common	SOLE
682680103	OKE	ONEOK INC NEW	$7.4M	0.80%	90,676	Common	SOLE
91324P102	UNH	UNITEDHEALTH GROUP IN	$7.3M	0.79%	23,448	Common	SOLE
12572Q105	CME	CME GROUP INC COM	$7.1M	0.77%	25,836	Common	SOLE
942622200	WSO	WATSCO INC	$7.1M	0.76%	16,046	Common	SOLE
438516106	HON	HONEYWELL INTL INC	$7.1M	0.76%	30,297	Common	SOLE
65339F101	NEE	NEXTERA ENERGY INC	$6.7M	0.72%	96,789	Common	SOLE
701094104	PH	PARKER HANNIFIN CORP	$6.7M	0.72%	9,571	Common	SOLE
084670702	BRK/B	BERKSHIRE HATHAWAY IN	$6.6M	0.71%	13,626	Common	SOLE
526057104	LEN	LENNAR CORP	$6.5M	0.70%	59,202	Common	SOLE
002824100	ABT	ABBOTT LABS	$6.3M	0.68%	46,568	Common	SOLE
931142103	WMT	WAL MART STORES INC	$6.3M	0.67%	63,925	Common	SOLE
502431109	LHX	L3 HARRIS TECHNOLOGIE	$5.4M	0.58%	21,683	Common	SOLE
025816109	AXP	AMERICAN EXPRESS CO.	$5.3M	0.57%	16,709	Common	SOLE
532457108	LLY	LILLY, ELI AND CO	$5.3M	0.57%	6,821	Common	SOLE
115236101	BRO	BROWN & BROWN INC	$5.1M	0.54%	45,693	Common	SOLE
907818108	UNP	UNION PACIFIC CORP	$4.9M	0.53%	21,292	Common	SOLE
032654105	ADI	ANALOG DEVICES INC	$4.9M	0.52%	20,514	Common	SOLE
94106L109	WM	WASTE MGMT INC DEL	$4.8M	0.52%	20,940	Common	SOLE
78409V104	SPGI	S&P GLOBAL INC COM	$4.6M	0.49%	8,654	Common	SOLE
00724F101	ADBE	ADOBE SYS INC	$4.5M	0.49%	11,732	Common	SOLE
88262P102	TPL	TEXAS PACIFIC LAND CO	$4.5M	0.48%	4,267	Common	SOLE
609207105	MDLZ	MONDELEZ INTL INC	$4.4M	0.47%	64,802	Common	SOLE
293792107	EPD	ENTERPRISE PRODS PART	$4.3M	0.46%	137,435	Common	SOLE
244199105	DE	DEERE & CO.	$4.1M	0.45%	8,151	Common	SOLE
031162100	AMGN	AMGEN INC	$4.1M	0.44%	14,784	Common	SOLE
009158106	APD	AIR PRODS & CHEMS INC	$4.0M	0.43%	14,239	Common	SOLE
17275R102	CSCO	CISCO SYSTEMS INC	$4.0M	0.43%	57,853	Common	SOLE
03076C106	AMP	AMERIPRISE FINL INC	$4.0M	0.43%	7,449	Common	SOLE
38143Y665	GS	GOLDMAN SACHS GROUP I	$3.9M	0.42%	184,531	Common	SOLE
459200101	IBM	INT'L BUSINESS MACHIN	$3.6M	0.39%	12,203	Common	SOLE
G5960L103	MDT	MEDTRONIC PLC	$3.6M	0.38%	40,988	Common	SOLE
89417E109	TRV	TRAVELERS COMPANIES I	$3.5M	0.38%	13,163	Common	SOLE
060505104	BAC	BANK OF AMERICA CORP	$3.5M	0.37%	73,518	Common	SOLE
911312106	UPS	UNITED PARCEL SVC INC	$3.3M	0.36%	32,861	Common	SOLE
539830109	LMT	LOCKHEED MARTIN CORP	$3.2M	0.34%	6,869	Common	SOLE
949746101	WMT2	WELLS FARGO & CO	$3.1M	0.33%	38,876	Common	SOLE
58933Y105	MRK	MERCK & COMPANY	$3.1M	0.33%	39,293	Common	SOLE
525327102	LDOS	LEIDOS HLDGS INC	$2.9M	0.31%	18,137	Common	SOLE
12514G108	CDW	CDW CORP	$2.9M	0.31%	15,997	Common	SOLE
902973155	USB	US BANCORP DEL 5.56 percent	$2.8M	0.30%	140,679	Common	SOLE
29250N105	ENB	ENBRIDGE INC	$2.8M	0.30%	61,279	Common	SOLE
693475105	PNC	PNC FINANCIAL CORP	$2.8M	0.30%	14,813	Common	SOLE
126408103	CSX	CSX CORP	$2.6M	0.27%	78,331	Common	SOLE
771195104	RHHBY	ROCHE HLDG LTD ADR	$2.5M	0.27%	61,696	Common	SOLE
747525103	QCOM	QUALCOMM INC	$2.5M	0.27%	15,552	Common	SOLE
59156R504	MET	METLIFE INC 4.0 percent PFD	$2.4M	0.26%	105,128	Common	SOLE
655844108	NSC	NORFOLK SOUTHERN CORP	$2.1M	0.23%	8,341	Common	SOLE
194162103	CL	COLGATE PALMOLIVE CO	$2.1M	0.23%	23,387	Common	SOLE
828806109	SPG	SIMON PPTY GROUP INC	$2.0M	0.22%	12,450	Common	SOLE
060505625	BAC	BANK OF AMERICA PFD D	$1.9M	0.20%	94,020	Common	SOLE
26441C204	DUK	DUKE ENERGY CORPORATI	$1.9M	0.20%	15,703	Common	SOLE
G8994E103	TT	TRANE TECHNOLOGIES PL	$1.8M	0.20%	4,158	Common	SOLE
053015103	ADP	AUTOMATIC DATA PROCES	$1.7M	0.19%	5,604	Common	SOLE
64110L106	NFLX	NETFLIX COM INC	$1.7M	0.19%	1,289	Common	SOLE
001055102	AFL	AFLAC INC	$1.7M	0.18%	16,255	Common	SOLE
110122108	BMY	BRISTOL MYERS SQUIBB	$1.6M	0.17%	34,372	Common	SOLE
149123101	CAT	CATERPILLAR INC	$1.6M	0.17%	4,000	Common	SOLE
21036P108	STZ	CONSTELLATION BRANDS	$1.5M	0.16%	9,163	Common	SOLE
754730109	RJF	RAYMOND JAMES FINANCI	$1.5M	0.16%	9,704	Common	SOLE
31428X106	FDX	FEDEX CORP	$1.4M	0.15%	6,252	Common	SOLE
717081103	PFE	PFIZER INC	$1.4M	0.15%	56,913	Common	SOLE
25278X109	FANG	DIAMONDBACK ENERGY IN	$1.3M	0.14%	9,610	Common	SOLE
929160109	VMC	VULCAN MATLS CO COM	$1.3M	0.14%	4,936	Common	SOLE
020002101	ALL	ALLSTATE CORP	$1.3M	0.14%	6,253	Common	SOLE
718546104	PSX	PHILLIPS 66	$1.2M	0.13%	10,249	Common	SOLE
254687106	DIS	WALT DISNEY COMPANY	$1.1M	0.12%	8,753	Common	SOLE
842587107	SO	SOUTHERN CO	$1.1M	0.12%	11,744	Common	SOLE
904767704	—	UNILEVER PLC ADR	$1.1M	0.11%	17,295	Common	SOLE
032095101	APH	AMPHENOL CORP CL A	$970,219	0.10%	9,825	Common	SOLE
56585A102	MPC	MARATHON PETE CORP	$960,116	0.10%	5,780	Common	SOLE
09290D101	BLK	BLACKROCK INC COM	$955,867	0.10%	911	Common	SOLE
G54950103	LIN	LINDE PLC SHS	$948,213	0.10%	2,021	Common	SOLE
N6596X109	NXPI	NXP SEMICONDUCTORS N	$920,935	0.10%	4,215	Common	SOLE
291011104	EMR	EMERSON ELECTRIC CO	$915,710	0.10%	6,868	Common	SOLE
125523100	CI	CIGNA CORP NEW COM	$901,492	0.10%	2,727	Common	SOLE
14448C104	CARR	CARRIER GLOBAL CORPOR	$886,258	0.10%	12,109	Common	SOLE
92343V104	VZ	VERIZON COMMUNICATION	$884,482	0.10%	20,441	Common	SOLE
38141G104	GS	GOLDMAN SACHS GROUP I	$866,994	0.09%	1,225	Common	SOLE
023939101	AMTM	AMENTUM HOLDINGS INC	$851,329	0.09%	36,058	Common	SOLE
65473P105	NI	NISOURCE INC	$843,106	0.09%	20,900	Common	SOLE
579780206	MKC	MCCORMICK & CO INC	$838,645	0.09%	11,061	Common	SOLE
744320102	PRU	PRUDENTIAL FINL INC	$821,932	0.09%	7,650	Common	SOLE
61747S504	MS	MORGAN STANLEY PFD A	$784,837	0.08%	36,795	Common	SOLE
038222105	AMAT	APPLIED MATLS INC	$781,343	0.08%	4,268	Common	SOLE
084670108	BRK/A	BERKSHIRE HATHAWAY IN	$728,800	0.08%	1	Common	SOLE
369604301	GE	GE AEROSPACE	$712,456	0.08%	2,768	Common	SOLE
601137102	MRP	MILLROSE PROPERTIES I	$687,633	0.07%	24,119	Common	SOLE
95040Q104	WELL	WELLTOWER INC	$680,255	0.07%	4,425	Common	SOLE
060505633	BAC	BK OF AMERICA CORP PF	$622,652	0.07%	30,100	Common	SOLE
452308109	ITW	ILLINOIS TOOL WORKS I	$621,587	0.07%	2,514	Common	SOLE
776696106	ROP	ROPER INDS INC NEW CO	$617,856	0.07%	1,090	Common	SOLE
00206R102	T	A T & T INC (NEW)	$616,596	0.07%	21,306	Common	SOLE
92338C103	VLTO	VERALTO CORP	$594,818	0.06%	5,892	Common	SOLE
74340W103	PLD	PROLOGIS INC COM	$576,583	0.06%	5,485	Common	SOLE
20825C104	COP	CONOCOPHILLIPS	$563,298	0.06%	6,277	Common	SOLE
494368103	KMB	KIMBERLY CLARK CORP	$561,447	0.06%	4,355	Common	SOLE
882508104	TXN	TEXAS INSTRUMENTS INC	$561,404	0.06%	2,704	Common	SOLE
903287407	USBLX	VICTORY PORTFOLIOS II	$558,508	0.06%	19,735	Common	SOLE
02209S103	MO	ALTRIA GROUP INC	$553,115	0.06%	9,434	Common	SOLE
921935201	VWENX	VANGUARD/WELLINGTON F	$551,580	0.06%	7,067	Common	SOLE
136069101	CM	CDN IMPERIAL BK COMM	$539,300	0.06%	7,614	Common	SOLE
20030N101	CMCSA	COMCAST CORP NEW CL A	$537,027	0.06%	15,047	Common	SOLE
025537101	AEP	AMERICAN ELECTRIC POW	$516,206	0.06%	4,975	Common	SOLE
H1467J104	CB	CHUBB LIMITED	$502,664	0.05%	1,735	Common	SOLE
693506107	PPG	PPG INDUSTRIES INC	$500,500	0.05%	4,400	Common	SOLE
89832Q109	TFC	TRUIST FINANCIAL CORP	$498,254	0.05%	11,590	Common	SOLE
38144G804	GS	GOLDMAN SACHS GROUP I	$494,888	0.05%	23,850	Common	SOLE
855244109	SBUX	STARBUCKS CORP	$490,679	0.05%	5,355	Common	SOLE
571748102	MRSH	MARSH & MCLENNAN COS	$464,173	0.05%	2,123	Common	SOLE
31620R303	FNF	FIDELITY NATIONAL FIN	$452,628	0.05%	8,074	Common	SOLE
427866108	HSY	HERSHEY FOODS CORP	$448,065	0.05%	2,700	Common	SOLE
260003108	DOV	DOVER CORP	$433,705	0.05%	2,367	Common	SOLE
90353T100	UBER	UBER TECHNOLOGIES INC	$419,850	0.05%	4,500	Common	SOLE
126650100	CVS	CVS HEALTH CORP.	$376,079	0.04%	5,452	Common	SOLE
37959E102	GL	GLOBE LIFE INC	$372,870	0.04%	3,000	Common	SOLE
891160509	TD	TORONTO DOMINION BK O	$372,024	0.04%	5,065	Common	SOLE
36828A101	GEV	GE VERNOVA INC	$369,876	0.04%	699	Common	SOLE
808509855	SWPPX	SCHWAB S&P 500 INDEX	$347,194	0.04%	3,622	Common	SOLE
171340102	CHD	CHURCH & DWIGHT CO.	$345,996	0.04%	3,600	Common	SOLE
68902V107	OTIS	OTIS WORLDWIDE CORP C	$331,321	0.04%	3,346	Common	SOLE
25243Q205	DEO	DIAGEO PLC	$329,776	0.04%	3,270	Common	SOLE
237194105	DRI	DARDEN RESTAURANTS IN	$326,955	0.04%	1,500	Common	SOLE
88579Y101	MMM	3M CO.	$326,250	0.04%	2,143	Common	SOLE
939330825	WMFFX	AMERICAN FUNDS WASHIN	$316,368	0.03%	4,960	Common	SOLE
09260D107	BX	BLACKSTONE GROUP INC	$315,464	0.03%	2,109	Common	SOLE
024071102	ABALX	AMERICAN BALANCED FD	$307,800	0.03%	8,389	Common	SOLE
579780107	MKC/V	MCCORMICK & CO INC CO	$302,038	0.03%	4,000	Common	SOLE
008474108	AEM	AGNICO EAGLE MINES LT	$297,325	0.03%	2,500	Common	SOLE
921910600	VWUAX	VANGUARD US GROWTH FU	$290,577	0.03%	1,448	Common	SOLE
N07059210	ASML	ASML HOLDING N V N Y	$282,089	0.03%	352	Common	SOLE
353825805	FRDAX	FRANKLIN MANAGED TR R	$275,020	0.03%	2,925	Common	SOLE
460146103	IP	INTERNATIONAL PAPER C	$272,785	0.03%	5,825	Common	SOLE
011532108	AGI	ALAMOS GOLD INC NEW C	$265,600	0.03%	10,000	Common	SOLE
85207H104	PHYS	SPROTT PHYSICAL GOLD	$253,500	0.03%	10,000	Common	SOLE
69351T106	PPL	PPL CORP	$246,177	0.03%	7,264	Common	SOLE
799926100	SDZNY	SANDOZ GROUP AG SPONS	$242,301	0.03%	4,442	Common	SOLE
353496631	FNCFX	FRANKLIN CUSTODIAN FD	$237,058	0.03%	98,774	Common	SOLE
857477103	STT	STATE STREET CORP	$233,948	0.03%	2,200	Common	SOLE
921937686	VSIAX	VANGUARD BD INDEX FDS	$231,364	0.02%	2,761	Common	SOLE
302635206	FSK	FS KKR CAPITAL CORP C	$230,823	0.02%	11,124	Common	SOLE
290876101	EMA	EMERA INC COM	$218,607	0.02%	4,771	Common	SOLE
892356106	TSCO	TRACTOR SUPPLY CO	$217,676	0.02%	4,125	Common	SOLE
315911750	FXAIX	FIDELITY 500 INDEX FU	$216,952	0.02%	1,004	Common	SOLE
92203J308	VTABX	VANGUARD CHARLOTTE FD	$212,972	0.02%	10,789	Common	SOLE
922907860	VWLUX	VANGUARD MUN BD FD IN	$209,891	0.02%	19,990	Common	SOLE
7591EP100	RF	REGIONS FINANCIAL COR	$207,188	0.02%	8,809	Common	SOLE
921937736	VFWAX	VANGUARD BD INDEX FDS	$206,857	0.02%	4,956	Common	SOLE
302491303	FMC	F M C CORP COM	$205,243	0.02%	4,916	Common	SOLE
140543109	CWGIX	CAPITAL WORLD GROWTH	$203,934	0.02%	2,867	Common	SOLE
303075105	FDS	FACTSET RESH SYS	$201,276	0.02%	450	Common	SOLE
98956A105	ZETA	ZETA GLOBAL HOLDINGS	$195,174	0.02%	12,600	Common	SOLE
92204L302	VPALX	VANGUARD PA TAX FREE	$175,552	0.02%	16,815	Common	SOLE
922031810	VFIDX	VANGUARD INT-TERM INV	$154,920	0.02%	17,585	Common	SOLE

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.