EdgeMarket › What Tower Bridge Advisors reported owning
What Tower Bridge Advisors reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.0BPositions
221Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 54.3M | 5.2% | 214.1K | 309.35 | +36.9% |
| GOOG Alphabet Inc. | 53.2M | 5.1% | 185.5K | 341.75 | +70.7% |
| MSFT MICROSOFT CORP | 53.2M | 5.1% | 143.7K | 483.24 | -4.4% |
| AVGO Broadcom Inc. | 41.3M | 4.0% | 133.3K | 368.45 | +26.5% |
| JPM JPMORGAN CHASE & CO | 36.9M | 3.6% | 125.5K | 351.58 | +20.3% |
| LRCX LAM RESEARCH CORP | 22.8M | 2.2% | 106.9K | 314.00 | +216.7% |
| ORCL ORACLE CORP | 21.9M | 2.1% | 148.6K | 146.47 | -37.7% |
| JNJ JOHNSON & JOHNSON | 21.8M | 2.1% | 89.2K | 270.24 | +51.1% |
| MCD MCDONALDS CORP | 20.5M | 2.0% | 65.9K | 270.95 | -13.5% |
| RTX RTX Corp | 20.3M | 2.0% | 105.1K | 209.91 | +34.1% |
| VOO Vanguard S&P 500 ETF | 18.6M | 1.8% | 31.2K | 703.71 | +20.0% |
| V VISA INC. | 17.9M | 1.7% | 59.3K | 371.04 | +7.9% |
| XOM ExxonMobil Holdings Corp | 17.2M | 1.7% | 101.5K | 165.11 | +52.1% |
| GOOGL Alphabet Inc. | 15.7M | 1.5% | 54.5K | 344.82 | +73.0% |
| J JACOBS SOLUTIONS INC. | 15.3M | 1.5% | 120.1K | 150.08 | +2.4% |
| ICE Intercontinental Exchange, Inc. | 14.2M | 1.4% | 90.3K | 161.25 | -11.1% |
| PEP PEPSICO INC | 13.6M | 1.3% | 87.4K | 143.48 | -4.8% |
| ETN Eaton Corp plc | 13.5M | 1.3% | 37.9K | 419.20 | +21.1% |
| TMO THERMO FISHER SCIENTIFIC INC. | 13.4M | 1.3% | 27.2K | 629.27 | +27.2% |
| CVX CHEVRON CORP | 11.7M | 1.1% | 56.8K | 205.27 | +34.0% |
| SCHW SCHWAB CHARLES CORP | 11.6M | 1.1% | 123.8K | 112.30 | +17.6% |
| AMZN AMAZON COM INC | 11.6M | 1.1% | 55.7K | 258.63 | +15.6% |
| DUK Duke Energy CORP | 11.5M | 1.1% | 88.1K | 119.85 | -3.7% |
| PG PROCTER & GAMBLE Co | 11.5M | 1.1% | 79.5K | 144.68 | -9.3% |
| ACN Accenture plc | 11.4M | 1.1% | 57.6K | 185.28 | -27.4% |
| IQV IQVIA HOLDINGS INC. | 11.3M | 1.1% | 66.3K | 259.82 | +35.3% |
| META Meta Platforms, Inc. | 11.2M | 1.1% | 19.6K | 549.90 | -26.5% |
| NVS NOVARTIS AG | 10.9M | 1.1% | 71.5K | 158.86 | +24.8% |
| LOW LOWES COMPANIES INC | 10.9M | 1.1% | 46.2K | 216.09 | -16.0% |
| AON Aon plc | 10.8M | 1.0% | 33.5K | 355.11 | -5.1% |
| KO COCA COLA CO | 10.7M | 1.0% | 140.4K | 91.10 | +28.9% |
| TMUS T-Mobile US, Inc. | 10.6M | 1.0% | 50.3K | 183.04 | -29.3% |
| TOL Toll Brothers, Inc. | 10.3M | 1.0% | 75.6K | 147.09 | +11.9% |
| COST COSTCO WHOLESALE CORP /NEW | 10.1M | 1.0% | 10.1K | 947.74 | -4.7% |
| NEE NEXTERA ENERGY INC | 9.5M | 0.9% | 102.3K | 83.65 | +9.8% |
| NVDA NVIDIA CORP | 9.1M | 0.9% | 52.3K | 214.72 | +22.4% |
| PH Parker-Hannifin Corp | 8.7M | 0.8% | 9.8K | 1,001.74 | +34.8% |
| ABBV AbbVie Inc. | 8.6M | 0.8% | 39.3K | 264.96 | +26.7% |
| WMT Walmart Inc. | 8.1M | 0.8% | 65.0K | 103.70 | +1.1% |
| MCO MOODYS CORP /DE/ | 7.9M | 0.8% | 18.0K | 503.32 | -2.3% |
| HON HONEYWELL INTERNATIONAL INC | 7.7M | 0.7% | 34.0K | 215.90 | -50.3% |
| OKE ONEOK INC /NEW/ | 7.7M | 0.7% | 84.9K | 93.33 | +26.7% |
| SCHD Schwab US Dividend Equity ETF | 7.6M | 0.7% | 247.6K | 35.11 | +27.6% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 7.5M | 0.7% | 21.6K | 266.73 | -3.4% |
| CME CME GROUP INC. | 7.5M | 0.7% | 25.2K | 274.98 | +0.1% |
| ADI ANALOG DEVICES INC | 7.3M | 0.7% | 23.0K | 373.09 | +52.4% |
| VEU Vanguard FTSE All World Ex US ETF | 7.2M | 0.7% | 95.2K | 85.69 | +23.3% |
| DHR DANAHER CORP /DE/ | 7.1M | 0.7% | 37.5K | 218.85 | +3.5% |
| HD HOME DEPOT, INC. | 6.7M | 0.7% | 20.5K | 335.61 | -16.5% |
| WM WASTE MANAGEMENT INC | 6.7M | 0.7% | 29.3K | 224.06 | -2.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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