MondegarAI
TOWER BRIDGE ADVISORS

Q3 2025 · 13F-HR

TOWER BRIDGE ADVISORSholdings as filed

Filed 2025-11-12 · accession 0001278249-25-000010

$1.00B
Reported value
194
Positions
2025-09-30
Period end
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The Brief · TOWER BRIDGE ADVISORS · Q3 2025

AI · grounded in 13F

TOWER BRIDGE ADVISORS established a new position in MSFT valued at $77.8M. The fund also initiated new stakes in AAPL for $55.7M and GOOG for $47.3M. Additional new positions include AVGO at $46M and ORCL at $45.6M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$77.8M7.77%150,273CommonSOLE
037833100AAPLAPPLE INC$55.7M5.56%218,817CommonSOLE
02079K107GOOGALPHABET CLASS C$47.3M4.73%194,352CommonSOLE
11135F101AVGOBROADCOM INC COM$46.0M4.59%139,392CommonSOLE
68389X105ORCLORACLE SYS CORP$45.6M4.55%161,998CommonSOLE
46625H100JPMJ P MORGAN CHASE & CO$39.9M3.98%126,432CommonSOLE
92826C839VVISA INC$20.7M2.06%60,561CommonSOLE
580135101MCDMCDONALD'S CORP$20.4M2.04%67,116CommonSOLE
512807306LRCXLAM RESEARCH CORP$18.4M1.83%137,057CommonSOLE
46982L108JJACOBS SOLUTIONS INC$18.3M1.83%122,418CommonSOLE
75513E101RTXRTX CORPORATION$17.7M1.77%105,746CommonSOLE
478160104JNJJOHNSON & JOHNSON$17.1M1.70%92,048CommonSOLE
G1151C101ACNACCENTURE PLC$15.0M1.50%60,766CommonSOLE
30303M102METAMETA PLATFORMS INC$14.5M1.44%19,684CommonSOLE
02079K305GOOGLALPHABET CLASS A$13.5M1.35%55,738CommonSOLE
G29183103ETNEATON CORP PLC SHS$13.5M1.35%36,181CommonSOLE
45866F104ICEINTERCONTINENTAL EXCH$13.1M1.31%77,603CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$13.0M1.30%68,298CommonSOLE
883556102TMOTHERMO FISHER SCIENTI$12.8M1.28%26,405CommonSOLE
G0403H108AONAON PLC SHS CL A$12.6M1.26%35,282CommonSOLE
872590104TMUST MOBILE US INC$12.4M1.24%51,870CommonSOLE
742718109PGPROCTER & GAMBLE CO$12.4M1.24%80,711CommonSOLE
713448108PEPPEPSICO INC$12.4M1.24%88,186CommonSOLE
548661107LOWLOWE'S COS INC$11.7M1.17%46,702CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$11.6M1.16%121,243CommonSOLE
30231G102XOMEXXON MOBIL$11.2M1.12%99,628CommonSOLE
889478103TOLTOLL BROTHERS INC$10.9M1.09%79,262CommonSOLE
023135106AMZNAMAZON COM INC$10.9M1.09%49,681CommonSOLE
191216100KOCOCA COLA CO.$10.1M1.01%151,753CommonSOLE
22160K105COSTCOSTCO WHOLESALE$9.9M0.98%10,654CommonSOLE
115236101BROBROWN & BROWN INC$9.9M0.98%105,138CommonSOLE
66987V109NVSNOVARTIS ADR$9.4M0.94%73,338CommonSOLE
00287Y109ABBVABBVIE INC$9.3M0.93%40,105CommonSOLE
67066G104NVDANVIDIA CORP$8.9M0.89%47,675CommonSOLE
235851102DHRDANAHER CORP$8.9M0.89%44,828CommonSOLE
166764100CVXCHEVRON CORP$8.9M0.88%57,061CommonSOLE
437076102HDHOME DEPOT INC$8.4M0.84%20,721CommonSOLE
075887109BDXBECTON DICKINSON & CO$8.0M0.80%42,813CommonSOLE
615369105MCOMOODYS CORP$8.0M0.79%16,697CommonSOLE
526057104LENLENNAR CORP$7.4M0.74%58,425CommonSOLE
701094104PHPARKER HANNIFIN CORP$7.2M0.72%9,561CommonSOLE
65339F101NEENEXTERA ENERGY INC$7.2M0.72%95,309CommonSOLE
12572Q105CMECME GROUP INC COM$6.9M0.69%25,620CommonSOLE
502431109LHXL3 HARRIS TECHNOLOGIE$6.6M0.66%21,683CommonSOLE
931142103WMTWAL MART STORES INC$6.6M0.66%63,825CommonSOLE
682680103OKEONEOK INC NEW$6.5M0.65%89,386CommonSOLE
942622200WSOWATSCO INC$6.4M0.64%15,870CommonSOLE
438516106HONHONEYWELL INTL INC$6.4M0.64%30,378CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY IN$6.2M0.62%12,426CommonSOLE
002824100ABTABBOTT LABS$6.2M0.62%46,528CommonSOLE
025816109AXPAMERICAN EXPRESS CO.$5.3M0.53%16,054CommonSOLE
G54950103LINLINDE PLC SHS$5.3M0.53%11,109CommonSOLE
532457108LLYLILLY, ELI AND CO$5.1M0.51%6,746CommonSOLE
032654105ADIANALOG DEVICES INC$5.1M0.51%20,619CommonSOLE
907818108UNPUNION PACIFIC CORP$4.9M0.49%20,612CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.6M0.46%20,938CommonSOLE
293792107EPDENTERPRISE PRODS PART$4.2M0.42%134,135CommonSOLE
78409V104SPGIS&P GLOBAL INC COM$4.2M0.42%8,614CommonSOLE
031162100AMGNAMGEN INC$4.2M0.42%14,782CommonSOLE
38143Y665GSGOLDMAN SACHS GROUP I$4.0M0.40%189,169CommonSOLE
609207105MDLZMONDELEZ INTL INC$4.0M0.40%63,624CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$4.0M0.40%57,852CommonSOLE
009158106APDAIR PRODS & CHEMS INC$3.9M0.39%14,237CommonSOLE
060505104BACBANK OF AMERICA CORP$3.8M0.38%74,178CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.8M0.38%39,688CommonSOLE
89417E109TRVTRAVELERS COMPANIES I$3.8M0.38%13,461CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CO$3.7M0.37%3,944CommonSOLE
03076C106AMPAMERIPRISE FINL INC$3.7M0.37%7,449CommonSOLE
244199105DEDEERE & CO.$3.6M0.36%7,884CommonSOLE
949746101WMT2WELLS FARGO & CO$3.6M0.36%42,676CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$3.4M0.34%6,894CommonSOLE
525327102LDOSLEIDOS HLDGS INC$3.4M0.34%18,136CommonSOLE
459200101IBMINT'L BUSINESS MACHIN$3.4M0.34%12,048CommonSOLE
29250N105ENBENBRIDGE INC$3.2M0.31%62,504CommonSOLE
58933Y105MRKMERCK & COMPANY$3.0M0.30%35,983CommonSOLE
693475105PNCPNC FINANCIAL CORP$3.0M0.30%14,812CommonSOLE
26441C204DUKDUKE ENERGY CORPORATI$2.9M0.29%23,452CommonSOLE
126408103CSXCSX CORP$2.8M0.28%78,331CommonSOLE
902973155USBUS BANCORP DEL 5.56 percent$2.8M0.28%141,616CommonSOLE
911312106UPSUNITED PARCEL SVC INC$2.6M0.26%31,311CommonSOLE
59156R504METMETLIFE INC 4.0 percent PFD$2.6M0.26%107,119CommonSOLE
747525103QCOMQUALCOMM INC$2.6M0.26%15,467CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$2.5M0.25%8,338CommonSOLE
771195104RHHBYROCHE HLDG LTD ADR$2.4M0.24%59,239CommonSOLE
828806109SPGSIMON PPTY GROUP INC$2.4M0.24%12,650CommonSOLE
12514G108CDWCDW CORP$2.2M0.22%13,972CommonSOLE
060505625BACBANK OF AMERICA PFD D$2.0M0.20%95,884CommonSOLE
149123101CATCATERPILLAR INC$1.9M0.19%4,000CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.8M0.18%22,987CommonSOLE
001055102AFLAFLAC INC$1.8M0.18%15,722CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PL$1.8M0.18%4,158CommonSOLE
754730109RJFRAYMOND JAMES FINANCI$1.6M0.16%9,559CommonSOLE
053015103ADPAUTOMATIC DATA PROCES$1.6M0.16%5,454CommonSOLE
718172109PMPHILIP MORRIS INTL IN$1.6M0.16%9,714CommonSOLE
64110L106NFLXNETFLIX COM INC$1.5M0.15%1,289CommonSOLE
929160109VMCVULCAN MATLS CO COM$1.5M0.15%4,936CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB$1.5M0.15%33,248CommonSOLE
717081103PFEPFIZER INC$1.4M0.14%56,100CommonSOLE
718546104PSXPHILLIPS 66$1.4M0.14%10,248CommonSOLE
369604301GEGE AEROSPACE$1.4M0.14%4,568CommonSOLE
020002101ALLALLSTATE CORP$1.3M0.13%6,253CommonSOLE
25278X109FANGDIAMONDBACK ENERGY IN$1.3M0.13%8,965CommonSOLE
032095101APHAMPHENOL CORP CL A$1.2M0.12%9,825CommonSOLE
842587107SOSOUTHERN CO$1.1M0.11%12,044CommonSOLE
56585A102MPCMARATHON PETE CORP$1.1M0.11%5,778CommonSOLE
91324P102UNHUNITEDHEALTH GROUP IN$1.1M0.11%3,096CommonSOLE
09290D101BLKBLACKROCK INC COM$1.1M0.11%911CommonSOLE
904767704UNILEVER PLC ADR$1.0M0.10%17,495CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N$999,7350.10%4,390CommonSOLE
254687106DISWALT DISNEY COMPANY$976,4560.10%8,528CommonSOLE
38141G104GSGOLDMAN SACHS GROUP I$975,5290.10%1,225CommonSOLE
65473P105NINISOURCE INC$915,0160.09%21,132CommonSOLE
92343V104VZVERIZON COMMUNICATION$908,1820.09%20,664CommonSOLE
291011104EMREMERSON ELECTRIC CO$900,9440.09%6,868CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$891,0360.09%37,204CommonSOLE
31428X106FDXFEDEX CORP$876,5060.09%3,717CommonSOLE
601137102MRPMILLROSE PROPERTIES I$799,2460.08%23,780CommonSOLE
95040Q104WELLWELLTOWER INC$788,2690.08%4,425CommonSOLE
61747S504MSMORGAN STANLEY PFD A$787,7810.08%36,795CommonSOLE
125523100CICIGNA CORP NEW COM$786,0580.08%2,727CommonSOLE
744320102PRUPRUDENTIAL FINL INC$772,7740.08%7,449CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY IN$754,2000.08%1CommonSOLE
038222105AMATAPPLIED MATLS INC$740,7490.07%3,618CommonSOLE
36828A101GEVGE VERNOVA INC$728,0420.07%1,184CommonSOLE
579780206MKCMCCORMICK & CO INC$696,6000.07%10,411CommonSOLE
14448C104CARRCARRIER GLOBAL CORPOR$688,5800.07%11,534CommonSOLE
00724F101ADBEADOBE SYS INC$657,8790.07%1,865CommonSOLE
452308109ITWILLINOIS TOOL WORKS I$655,5510.07%2,514CommonSOLE
00206R102TA T & T INC (NEW)$635,3440.06%22,498CommonSOLE
02209S103MOALTRIA GROUP INC$623,2100.06%9,434CommonSOLE
136069101CMCDN IMPERIAL BK COMM$608,2820.06%7,614CommonSOLE
74340W103PLDPROLOGIS INC COM$594,9310.06%5,195CommonSOLE
20825C104COPCONOCOPHILLIPS$593,7410.06%6,277CommonSOLE
903287407USBLXVICTORY PORTFOLIOS II$583,9670.06%19,735CommonSOLE
921935201VWENXVANGUARD/WELLINGTON F$580,6960.06%7,067CommonSOLE
776696106ROPROPER INDS INC NEW CO$568,5070.06%1,140CommonSOLE
025537101AEPAMERICAN ELECTRIC POW$559,6880.06%4,975CommonSOLE
060505633BACBK OF AMERICA CORP PF$547,1620.05%26,600CommonSOLE
494368103KMBKIMBERLY CLARK CORP$541,3760.05%4,354CommonSOLE
92338C103VLTOVERALTO CORP$529,3440.05%4,965CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$516,1790.05%11,290CommonSOLE
427866108HSYHERSHEY FOODS CORP$505,0350.05%2,700CommonSOLE
38144G804GSGOLDMAN SACHS GROUP I$498,4650.05%23,850CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$496,8060.05%2,704CommonSOLE
H1467J104CBCHUBB LIMITED$489,7040.05%1,735CommonSOLE
693506107PPGPPG INDUSTRIES INC$462,4840.05%4,400CommonSOLE
855244109SBUXSTARBUCKS CORP$453,0330.05%5,355CommonSOLE
09260D107BXBLACKSTONE GROUP INC$445,7480.04%2,609CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$440,8650.04%4,500CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$429,5430.04%13,671CommonSOLE
37959E102GLGLOBE LIFE INC$428,9100.04%3,000CommonSOLE
008474108AEMAGNICO EAGLE MINES LT$421,4000.04%2,500CommonSOLE
891160509TDTORONTO DOMINION BK O$404,9470.04%5,065CommonSOLE
260003108DOVDOVER CORP$394,8870.04%2,367CommonSOLE
571748102MRSHMARSH & MCLENNAN COS$387,5420.04%1,923CommonSOLE
808509855SWPPXSCHWAB S&P 500 INDEX$375,2990.04%21,731CommonSOLE
011532108AGIALAMOS GOLD INC NEW C$348,6000.03%10,000CommonSOLE
88579Y101MMM3M CO.$348,0690.03%2,243CommonSOLE
939330825WMFFXAMERICAN FUNDS WASHIN$332,8100.03%4,977CommonSOLE
024071102ABALXAMERICAN BALANCED FD$324,8290.03%8,413CommonSOLE
N07059210ASMLASML HOLDING N V N Y$316,5650.03%327CommonSOLE
171340102CHDCHURCH & DWIGHT CO.$315,4680.03%3,600CommonSOLE
921910600VWUAXVANGUARD US GROWTH FU$310,9490.03%1,448CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD$296,2000.03%10,000CommonSOLE
353825805FRDAXFRANKLIN MANAGED TR R$288,5940.03%2,933CommonSOLE
101137107BSXBOSTON SCIENTIFIC COR$288,0090.03%2,950CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP C$280,7820.03%3,071CommonSOLE
460146103IPINTERNATIONAL PAPER C$270,2800.03%5,825CommonSOLE
69351T106PPLPPL CORP$269,9300.03%7,264CommonSOLE
579780107MKC/VMCCORMICK & CO INC CO$266,8800.03%4,000CommonSOLE
799926100SDZNYSANDOZ GROUP AG SPONS$258,0080.03%4,352CommonSOLE
857477103STTSTATE STREET CORP$255,2220.03%2,200CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS$250,3620.03%12,600CommonSOLE
921937686VSIAXVANGUARD BD INDEX FDS$247,6080.02%2,762CommonSOLE
097023105BABOEING CO.$244,5350.02%1,133CommonSOLE
353496631FNCFXFRANKLIN CUSTODIAN FD$243,9720.02%98,774CommonSOLE
126650100CVSCVS HEALTH CORP.$237,6290.02%3,152CommonSOLE
21036P108STZCONSTELLATION BRANDS$235,6720.02%1,750CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$234,5890.02%4,125CommonSOLE
315911750FXAIXFIDELITY 500 INDEX FU$234,5710.02%1,007CommonSOLE
7591EP100RFREGIONS FINANCIAL COR$232,2930.02%8,809CommonSOLE
290876101EMAEMERA INC COM$228,8170.02%4,771CommonSOLE
921937736VFWAXVANGUARD BD INDEX FDS$221,2120.02%4,980CommonSOLE
253868103DLRDIGITAL REALTY TRUST$220,4220.02%1,275CommonSOLE
140543109CWGIXCAPITAL WORLD GROWTH$216,0320.02%2,874CommonSOLE
922907860VWLUXVANGUARD MUN BD FD IN$215,0880.02%19,990CommonSOLE
25746U109DDOMINION RES INC VA$214,3400.02%3,504CommonSOLE
92203J308VTABXVANGUARD CHARLOTTE FD$214,2430.02%10,859CommonSOLE
21037T109CEGCONSTELLATION ENERGY$205,9980.02%626CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR$202,4850.02%725CommonSOLE
92204L302VPALXVANGUARD PA TAX FREE$179,7560.02%16,815CommonSOLE
302635206FSKFS KKR CAPITAL CORP C$166,0810.02%11,124CommonSOLE
922031810VFIDXVANGUARD INT-TERM INV$159,0300.02%17,808CommonSOLE
G0457F107ARCOARCOS DORADOS HOLDING$74,7090.01%11,068CommonSOLE

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.