Latest TOWER BRIDGE ADVISORS Stock Portfolio
TOWER BRIDGE ADVISORS Performance:
2025 Q3: 8.2%YTD: 10.81%2024: 15.45%
Performance for 2025 Q3 is 8.2%, and YTD is 10.81%, and 2024 is 15.45%.
About TOWER BRIDGE ADVISORS and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, TOWER BRIDGE ADVISORS reported an equity portfolio of $1 Billions as of 30 Sep, 2025.
The top stock holdings of TOWER BRIDGE ADVISORS are MSFT, AAPL, GOOG. The fund has invested 7.8% of it's portfolio in MICROSOFT CORP and 5.6% of portfolio in APPLE INC.
The fund managers got completely rid off FIDELITY NATIONAL FIN (FNF), DIAGEO PLC (DEO) and DARDEN RESTAURANTS IN (DRI) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP IN (UNH), ADOBE SYS INC (ADBE) and CONSTELLATION BRANDS (STZ). TOWER BRIDGE ADVISORS opened new stock positions in PHILIP MORRIS INTL IN (PM), BOSTON SCIENTIFIC COR (BSX) and BOEING CO. (BA). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB S&P 500 INDEX, LINDE PLC SHS (LIN) and BROWN & BROWN INC (BRO).
The top stock holdings of TOWER BRIDGE ADVISORS are MSFT, AAPL, GOOG. The fund has invested 7.8% of it's portfolio in MICROSOFT CORP and 5.6% of portfolio in APPLE INC.
The fund managers got completely rid off FIDELITY NATIONAL FIN (FNF), DIAGEO PLC (DEO) and DARDEN RESTAURANTS IN (DRI) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP IN (UNH), ADOBE SYS INC (ADBE) and CONSTELLATION BRANDS (STZ). TOWER BRIDGE ADVISORS opened new stock positions in PHILIP MORRIS INTL IN (PM), BOSTON SCIENTIFIC COR (BSX) and BOEING CO. (BA). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB S&P 500 INDEX, LINDE PLC SHS (LIN) and BROWN & BROWN INC (BRO).
TOWER BRIDGE ADVISORS Annual Return Estimates Vs S&P 500
Our best estimate is that TOWER BRIDGE ADVISORS made a return of 8.2% in the last quarter. In trailing 12 months, it's portfolio return was 9.81%.
New Buys
| Ticker | $ Bought |
|---|---|
| philip morris intl in | 1,575,610 |
| boston scientific cor | 288,009 |
| boeing co. | 244,535 |
| digital realty trust | 220,422 |
| dominion res inc va | 214,340 |
| constellation energy | 205,998 |
| taiwan semiconductor | 202,485 |
| arcos dorados holding | 74,709 |
New stocks bought by TOWER BRIDGE ADVISORS
Additions
| Ticker | % Inc. |
|---|---|
| schwab s&p 500 index | 499 |
| linde plc shs | 449 |
| brown & brown inc | 130 |
| intercontinental exch | 78.69 |
| ge vernova inc | 69.38 |
| ge aerospace | 65.03 |
| duke energy corporati | 49.35 |
| blackstone group inc | 23.71 |
Additions to existing portfolio by TOWER BRIDGE ADVISORS
Reductions
| Ticker | % Reduced |
|---|---|
| unitedhealth group in | -86.8 |
| adobe sys inc | -84.1 |
| constellation brands | -80.9 |
| cvs health corp. | -42.19 |
| fedex corp | -40.55 |
| veralto corp | -15.73 |
| applied matls inc | -15.23 |
| aon plc shs cl a | -13.12 |
TOWER BRIDGE ADVISORS reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| fidelity national fin | -452,628 |
| f m c corp com | -205,243 |
| diageo plc | -329,776 |
| darden restaurants in | -326,955 |
| factset resh sys | -201,276 |
TOWER BRIDGE ADVISORS got rid off the above stocks
Sector Distribution
TOWER BRIDGE ADVISORS has about 29.3% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 29.3 |
| Financial Services | 16.7 |
| Industrials | 11.2 |
| Healthcare | 9.7 |
| Communication Services | 9.2 |
| Consumer Cyclical | 7.1 |
| Consumer Defensive | 6.2 |
| Others | 4.1 |
| Energy | 3.8 |
| Utilities | 1.3 |
| Basic Materials | 1.1 |
Market Cap. Distribution
TOWER BRIDGE ADVISORS has about 95.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 54.9 |
| LARGE-CAP | 40.9 |
| UNALLOCATED | 4.1 |
Stocks belong to which Index?
About 93.4% of the stocks held by TOWER BRIDGE ADVISORS either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 93.4 |
| Others | 6.6 |
TOWER BRIDGE ADVISORS Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of TOWER BRIDGE ADVISORS
TOWER BRIDGE ADVISORS has 194 stocks in it's portfolio. About 39% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for TOWER BRIDGE ADVISORS last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 5.56 | 218,817 | 55,717,400 | reduced | -1.77 | ||
| ABBV | abbvie inc | 0.93 | 40,105 | 9,285,910 | reduced | -0.03 | ||
| ABT | abbott labs | 0.62 | 46,528 | 6,231,960 | reduced | -0.09 | ||
| ACN | accenture plc | 1.50 | 60,766 | 14,984,900 | reduced | -1.5 | ||
| ADBE | adobe sys inc | 0.07 | 1,865 | 657,879 | reduced | -84.1 | ||
| ADI | analog devices inc | 0.51 | 20,619 | 5,066,090 | added | 0.51 | ||
| ADP | automatic data proces | 0.16 | 5,454 | 1,600,750 | reduced | -2.68 | ||
| AEP | american electric pow | 0.06 | 4,975 | 559,688 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.17 | 15,722 | 1,756,150 | reduced | -3.28 | ||
| ALL | allstate corp | 0.13 | 6,253 | 1,342,210 | unchanged | 0.00 | ||
| AMAT | applied matls inc | 0.07 | 3,618 | 740,749 | reduced | -15.23 | ||
| AMGN | amgen inc | 0.42 | 14,782 | 4,171,480 | reduced | -0.01 | ||
| AMP | ameriprise finl inc | 0.36 | 7,449 | 3,659,320 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 1.09 | 49,681 | 10,908,500 | added | 0.61 | ||
| AON | aon plc shs cl a | 1.26 | 35,282 | 12,580,900 | reduced | -13.12 | ||
| APD | air prods & chems inc | 0.39 | 14,237 | 3,882,720 | reduced | -0.01 | ||
| APH | amphenol corp cl a | 0.12 | 9,825 | 1,215,840 | unchanged | 0.00 | ||
| ARCO | arcos dorados holding | 0.01 | 11,068 | 74,709 | new | |||
| AVGO | broadcom inc com | 4.59 | 139,392 | 45,986,800 | reduced | -0.4 | ||
| AXP | american express co. | 0.53 | 16,054 | 5,332,500 | reduced | -3.92 | ||