TOWER BRIDGE ADVISORS
CIK 1278249
13F filing for Q2 2026・No. 2,410
- Holdings
- US$1.11B
- Quarter change
- +US$73M
- Entries
- 253
- Net bought (estimate)
- −US$5.67M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 16
- Cut 114
- Added 50
- Corporate actions 2
- Unchanged 41
Largest holdings
222 stocks worth US$1.11B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGAlphabet Inc. Class CCommon | Cut | 180,426 | US$63.75M | 5.75% |
| AAPLAppleCommon | Cut | 207,214 | US$59.96M | 5.41% |
| MSFTMicrosoftCommon | Cut | 140,509 | US$52.41M | 4.73% |
| AVGOBroadcomCommon | Cut | 129,671 | US$48.98M | 4.42% |
| LRCXLam Research CorporationCommon | Cut | 103,392 | US$44.8M | 4.04% |
| JPMJPMorgan Chase & Co.Common | Cut | 122,394 | US$40.06M | 3.61% |
| VOOVanguard S&P 500 ETFETF | Added | 38,315 | US$26.32M | 2.37% |
| JNJJohnson & JohnsonCommon | Added | 89,561 | US$22.75M | 2.05% |
| ORCLOracle CorporationCommon | Cut | 144,951 | US$21.24M | 1.92% |
| VVisa Inc. Class ACommon | Cut | 59,084 | US$20.27M | 1.83% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.