TOWER BRIDGE ADVISORS

WEST CONSHOHOCKEN, PA · CIK 1278249 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$1.1bn reported value +7.1% vs Q1 2026

222positions

36.1%in top 10

17 new 50 added 114 reduced 16 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL C GOOG	GOOG	180,426	$63.7m5.75%	5.75%	Reduced -5.1k	-5,102 -2.8%
2	APPLE INC COM AAPL	AAPL	207,214	$60.0m5.41%	5.41%	Reduced -6.9k	-6,932 -3.2%
3	MICROSOFT CORP COM MSFT	MSFT	140,509	$52.4m4.73%	4.73%	Reduced -3.2k	-3,168 -2.2%
4	BROADCOM INC COM AVGO	AVGO	129,671	$49.0m4.42%	4.42%	Reduced -3.6k	-3,616 -2.7%
5	LAM RESEARCH CORP COM NEW LRCX	LRCX	103,392	$44.8m4.04%	4.04%	Reduced -3.5k	-3,526 -3.3%
6	JPMORGAN CHASE & CO COM JPM	JPM	122,394	$40.1m3.61%	3.61%	Reduced -3.1k	-3,137 -2.5%
7	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	38,315	$26.3m2.37%	2.37%	Added +7.2k	+7,157 23.0%
8	JOHNSON & JOHNSON COM JNJ	JNJ	89,561	$22.7m2.05%	2.05%	Added +312	+312 0.3%
9	ORACLE CORP COM ORCL	ORCL	144,951	$21.2m1.92%	1.92%	Reduced -3.7k	-3,662 -2.5%
10	VISA INC COM CL A V	V	59,084	$20.3m1.83%	1.83%	Reduced -246	-246 -0.4%
11	RTX CORPORATION COM RTX	RTX	103,955	$19.7m1.78%	1.78%	Reduced -1.2k	-1,189 -1.1%
12	ALPHABET INC CAP STK CL A GOOGL	GOOGL	55,051	$19.7m1.77%	1.77%	Added +536	+536 1.0%
13	MCDONALDS CORP COM MCD	MCD	65,215	$17.6m1.59%	1.59%	Reduced -678	-678 -1.0%
14	EATON CORP PLC SHS ETN	ETN	37,534	$16.0m1.44%	1.44%	Reduced -331	-331 -0.9%
15	JACOBS SOLUTIONS INC COM J	J	115,626	$14.6m1.31%	1.31%	Reduced -4.4k	-4,426 -3.7%
16	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	101,825	$13.9m1.26%	1.26%	New
17	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	26,811	$13.4m1.21%	1.21%	Reduced -389	-389 -1.4%
18	AMAZON COM INC COM AMZN	AMZN	55,929	$13.3m1.20%	1.20%	Added +237	+237 0.4%
19	TOLL BROTHERS INC COM TOL	TOL	74,881	$12.3m1.11%	1.11%	Reduced -710	-710 -0.9%
20	IQVIA HLDGS INC COM IQV	IQV	63,268	$12.2m1.10%	1.10%	Reduced -3.0k	-2,994 -4.5%
21	PROCTER AND GAMBLE CO COM PG	PG	82,775	$12.1m1.10%	1.10%	Added +3.2k	+3,227 4.1%
22	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	96,576	$11.9m1.07%	1.07%	Added +6.3k	+6,287 7.0%
23	PEPSICO INC COM PEP	PEP	85,116	$11.5m1.04%	1.04%	Reduced -2.3k	-2,310 -2.6%
24	SCHWAB CHARLES CORP COM SCHW	SCHW	121,059	$11.2m1.01%	1.01%	Reduced -2.7k	-2,731 -2.2%
25	COCA COLA CO COM KO	KO	135,870	$11.0m1.00%	1.00%	Reduced -4.5k	-4,492 -3.2%
26	NOVARTIS AG SPONSORED ADR NVS	NVS	69,416	$10.9m0.98%	0.98%	Reduced -2.1k	-2,115 -3.0%
27	META PLATFORMS INC CL A META	META	19,266	$10.9m0.98%	0.98%	Reduced -365	-365 -1.9%
28	DUKE ENERGY CORP NEW COM NEW DUK	DUK	85,105	$10.8m0.97%	0.97%	Reduced -3.0k	-2,999 -3.4%
29	NVIDIA CORPORATION COM NVDA	NVDA	53,310	$10.7m0.96%	0.96%	Added +1.0k	+1,025 2.0%
30	AON PLC SHS CL A AON	AON	31,789	$10.5m0.95%	0.95%	Reduced -1.7k	-1,687 -5.0%
31	LOWES COS INC COM LOW	LOW	44,668	$9.8m0.89%	0.89%	Reduced -1.5k	-1,521 -3.3%
32	ABBVIE INC COM ABBV	ABBV	38,900	$9.8m0.88%	0.88%	Reduced -423	-423 -1.1%
33	PARKER-HANNIFIN CORP COM PH	PH	9,546	$9.3m0.84%	0.84%	Reduced -213	-213 -2.2%
34	CHEVRON CORP NEW COM CVX	CVX	56,246	$9.3m0.84%	0.84%	Reduced -519	-519 -0.9%
35	NEXTERA ENERGY INC COM NEE	NEE	103,394	$9.1m0.82%	0.82%	Added +1.1k	+1,105 1.1%
36	COSTCO WHSL CORP NEW COM COST	COST	9,661	$9.0m0.82%	0.82%	Reduced -485	-485 -4.8%
37	ANALOG DEVICES INC COM ADI	ADI	22,704	$9.0m0.81%	0.81%	Reduced -290	-290 -1.3%
38	MOODYS CORP COM MCO	MCO	19,721	$8.9m0.81%	0.81%	Added +1.7k	+1,724 9.6%
39	ELI LILLY & CO COM LLY	LLY	6,601	$7.9m0.71%	0.71%	Reduced -80	-80 -1.2%
40	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	245,374	$7.8m0.70%	0.70%	Reduced -2.2k	-2,180 -0.9%
41	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	89,898	$7.5m0.68%	0.68%	Reduced -5.3k	-5,337 -5.6%
42	ONEOK INC NEW COM OKE	OKE	84,507	$7.3m0.66%	0.66%	Reduced -409	-409 -0.5%
43	WALMART INC COM WMT	WMT	63,868	$7.2m0.65%	0.65%	Reduced -1.1k	-1,106 -1.7%
44	T-MOBILE US INC COM TMUS	TMUS	42,687	$7.2m0.65%	0.65%	Reduced -7.6k	-7,625 -15.2%
45	UNITED PARCEL SERVICE INC CL B UPS	UPS	66,063	$7.1m0.64%	0.64%	Reduced -225	-225 -0.3%
46	AMPHENOL CORP CL A APH	APH	39,481	$7.0m0.63%	0.63%	Added +26.3k	+26,311 199.8%
47	HOME DEPOT INC COM HD	HD	19,705	$6.9m0.63%	0.63%	Reduced -785	-785 -3.8%
48	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	9,072	$6.8m0.61%	0.61%	Added +193	+193 2.2%
49	CISCO SYS INC COM CSCO	CSCO	56,524	$6.6m0.60%	0.60%	Reduced -793	-793 -1.4%
50	WASTE MGMT INC DEL COM WM	WM	29,555	$6.6m0.59%	0.59%	Added +253	+253 0.9%
51	WATSCO INC COM WSO	WSO	15,633	$6.5m0.59%	0.59%	Reduced -563	-563 -3.5%
52	DANAHER CORPORATION COM DHR	DHR	33,245	$6.3m0.57%	0.57%	Reduced -4.3k	-4,266 -11.4%
53	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	49,619	$6.2m0.56%	0.56%	Reduced -8.0k	-7,954 -13.8%
54	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	21,162	$6.1m0.55%	0.55%	Reduced -471	-471 -2.2%
55	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	12,211	$6.1m0.55%	0.55%	Reduced -215	-215 -1.7%
56	AMERICAN EXPRESS CO COM AXP	AXP	17,806	$6.0m0.54%	0.54%	Added +457	+457 2.6%
57	UNION PAC CORP COM UNP	UNP	21,519	$5.9m0.53%	0.53%	Added +502	+502 2.4%
58	VANGUARD INDEX FDS MID CAP ETF VO	VO	72,428	$5.8m0.53%	0.53%	Reduced -3.3k	-3,288 -4.3%
59	AMGEN INC COM AMGN	AMGN	15,102	$5.5m0.49%	0.49%	Reduced -73	-73 -0.5%
60	CME GROUP INC COM CME	CME	24,433	$5.4m0.49%	0.49%	Reduced -800	-800 -3.2%
61	LINDE PLC SHS LIN	LIN	10,354	$5.4m0.48%	0.48%	Reduced -257	-257 -2.4%
62	BECTON DICKINSON & CO COM BDX	BDX	34,806	$5.3m0.48%	0.48%	Reduced -2.5k	-2,479 -6.7%
63	LENNAR CORP CL A LEN	LEN	55,397	$5.0m0.45%	0.45%	Reduced -633	-633 -1.1%
64	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	11,009	$4.8m0.43%	0.43%	Unchanged
65	DEERE & CO COM DE	DE	7,284	$4.6m0.42%	0.42%	Unchanged
66	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	124,490	$4.6m0.41%	0.41%	Reduced -5.1k	-5,145 -4.0%
67	MERCK & CO INC COM MRK	MRK	34,852	$4.5m0.40%	0.40%	Reduced -399	-399 -1.1%
68	TRAVELERS COMPANIES INC COM TRV	TRV	13,566	$4.5m0.40%	0.40%	Unchanged
69	ABBOTT LABS COM ABT	ABT	48,646	$4.4m0.40%	0.40%	Reduced -1.2k	-1,234 -2.5%
70	BANK AMERICA CORP COM BAC	BAC	75,694	$4.3m0.39%	0.39%	Reduced -934	-934 -1.2%
71	CATERPILLAR INC COM CAT	CAT	3,983	$4.2m0.38%	0.38%	Reduced -17	-17 -0.4%
72	AIR PRODS & CHEMS INC COM APD	APD	14,163	$4.2m0.37%	0.37%	Reduced -49	-49 -0.3%
73	ENBRIDGE INC COM ENB	ENB	71,884	$3.9m0.35%	0.35%	Reduced -534	-534 -0.7%
74	CSX CORP COM CSX	CSX	79,394	$3.8m0.34%	0.34%	Added +6	+6 0.0%
75	HONEYWELL INTL INC COM HON	HON	16,712	$3.7m0.34%	0.34%	New
76	HONEYWELL AEROSPACE INC COM HONA	HONA	16,702	$3.7m0.33%	0.33%	New
77	PNC FINL SVCS GROUP INC COM PNC	PNC	14,825	$3.7m0.33%	0.33%	Added +130	+130 0.9%
78	LOCKHEED MARTIN CORP COM LMT	LMT	6,952	$3.5m0.32%	0.32%	Added +33	+33 0.5%
79	AMERIPRISE FINL INC COM AMP	AMP	7,332	$3.4m0.30%	0.30%	Reduced -67	-67 -0.9%
80	MONDELEZ INTL INC CL A MDLZ	MDLZ	57,461	$3.3m0.30%	0.30%	Reduced -2.1k	-2,057 -3.5%
81	BROWN & BROWN INC COM BRO	BRO	50,500	$3.2m0.29%	0.29%	Reduced -10.9k	-10,916 -17.8%
82	S&P GLOBAL INC COM SPGI	SPGI	7,863	$3.2m0.29%	0.29%	Reduced -726	-726 -8.4%
83	WELLS FARGO CO NEW COM WFC	WFC	37,126	$3.1m0.28%	0.28%	Reduced -3.8k	-3,800 -9.3%
84	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	14,338	$3.1m0.28%	0.28%	Added +742	+742 5.5%
85	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	10,289	$2.9m0.26%	0.26%	Added +251	+251 2.5%
86	SIMON PPTY GROUP INC NEW COM SPG	SPG	12,670	$2.8m0.26%	0.26%	Reduced -5	-5 -0.0%
87	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	11,701	$2.8m0.25%	0.25%	Reduced -667	-667 -5.4%
88	MEDTRONIC PLC SHS MDT	MDT	33,584	$2.6m0.24%	0.24%	Reduced -3.6k	-3,619 -9.7%
89	NORFOLK SOUTHN CORP COM NSC	NSC	8,338	$2.6m0.24%	0.24%	Unchanged
90	PHILIP MORRIS INTL INC COM PM	PM	14,162	$2.6m0.23%	0.23%	Added +2.8k	+2,773 24.4%
91	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	68,171	$2.5m0.23%	0.23%	Reduced -2.1k	-2,055 -2.9%
92	QUALCOMM INC COM QCOM	QCOM	13,492	$2.5m0.22%	0.22%	Reduced -1.3k	-1,295 -8.8%
93	ISHARES TR CORE S&P500 ETF IVV	IVV	3,266	$2.4m0.22%	0.22%	Unchanged
94	TRANE TECHNOLOGIES PLC SHS TT	TT	4,883	$2.4m0.22%	0.22%	Added +905	+905 22.8%
95	VANGUARD INDEX FDS SMALL CP ETF VB	VB	7,730	$2.3m0.21%	0.21%	Added +47	+47 0.6%
96	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	6,270	$2.3m0.21%	0.21%	Added +2.0k	+2,015 47.4%
97	LEIDOS HOLDINGS INC COM LDOS	LDOS	20,186	$2.1m0.19%	0.19%	Reduced -40	-40 -0.2%
98	APPLIED MATLS INC COM AMAT	AMAT	2,841	$2.1m0.19%	0.19%	Reduced -277	-277 -8.9%
99	COLGATE PALMOLIVE CO COM CL	CL	21,582	$2.0m0.18%	0.18%	Reduced -905	-905 -4.0%
100	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,674	$2.0m0.18%	0.18%	Added +387	+387 16.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	101,469	$17.2m101.5k shares
HONEYWELL INTL INC		17,019	$7.7m17.0k shares
NISOURCE INC NI	NI	27,998	$1.3m28.0k shares
CENTURY CMNTYS INC CCS	CCS	10,000	$573.8k10.0k shares
MERITAGE HOMES CORP MTH	MTH	8,000	$494.7k8.0k shares
TAIWAN SEMICONDUCTOR MFG LTD TSM	TSM	976	$329.8k976 shares
ADOBE INC ADBE	ADBE	1,333	$324.0k1.3k shares
UBER TECHNOLOGIES INC UBER	UBER	4,500	$323.7k4.5k shares
ISHARES TR IBTI	IBTI	13,475	$300.3k13.5k shares
ISHARES TR IBTH	IBTH	13,375	$300.0k13.4k shares
REGIONS FINANCIAL CORP NEW RF	RF	8,809	$230.1k8.8k shares
WARNER BROS DISCOVERY INC WBD	WBD	7,874	$216.2k7.9k shares
BOEING CO BA	BA	1,053	$209.6k1.1k shares
ROPER TECHNOLOGIES INC ROP	ROP	570	$201.7k570 shares
ISHARES TR IBTG	IBTG	8,750	$200.5k8.8k shares
ARCOS DORADOS HOLDINGS INC ARCO	ARCO	10,000	$82.5k10.0k shares