Tower Bridge Advisors holds a diversified book of 222 reported positions worth $1.1B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened ExxonMobil Holdings Corp and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +9% (+10.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Tower Bridge Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
+5 sectors below the cut, 7% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Tower Bridge Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Trans-Canada Capital Inc. | 9 / 80 | $1.6B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| Independent Investors Inc | 34 / 80 | $439.6M |
| Founders Capital Management, LLC | 33 / 80 | $558.0M |
| Ardent Capital Management, Inc. | 19 / 80 | $199.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Tower Bridge Advisors: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc. Class C Common | $63.7M | 180.4K | 5.8% | ▼−2.7% Reduced · −5K sh | |
| 2 | Apple Inc. Common | $60.0M | 207.2K | 5.4% | ▼−3.2% Reduced · −7K sh | |
| 3 | Microsoft Corporation Common | $52.4M | 140.5K | 4.7% | ▼−2.2% Reduced · −3K sh | |
| 4 | Broadcom Inc. Common | $49.0M | 129.7K | 4.4% | ▼−2.7% Reduced · −4K sh | |
| 5 | Lam Research Corporation Common | $44.8M | 103.4K | 4.0% | ▼−3.3% Reduced · −4K sh | |
| 6 | JPMorgan Chase & Co. Common | $40.1M | 122.4K | 3.6% | ▼−2.5% Reduced · −3K sh | |
| 7 | Vanguard S&P 500 ETF ETF | $26.3M | 38.3K | 2.4% | ▲+23% Added · +7K sh | |
| 8 | Johnson & Johnson Common | $22.7M | 89.6K | 2.1% | ▲+0.3% Added · +312 sh | |
| 9 | Oracle Corporation Common | $21.2M | 145.0K | 1.9% | ▼−2.5% Reduced · −4K sh | |
| 10 | Visa Inc. Class A Common | $20.3M | 59.1K | 1.8% | ▼−0.4% Reduced · −246 sh | |
| 11 | RTX Corporation Common | $19.7M | 104.0K | 1.8% | ▼−1.1% Reduced · −1K sh | |
| 12 | Alphabet Inc. Class A Common | $19.7M | 55.1K | 1.8% | ▲+1.0% Added · +536 sh | |
| 13 | McDonald's Corporation Common | $17.6M | 65.2K | 1.6% | ▼−1.0% Reduced · −678 sh | |
| 14 | Eaton Corp. Plc Common | $16.0M | 37.5K | 1.4% | ▼−0.9% Reduced · −331 sh | |
| 15 | Jacobs Solutions Inc. Common | $14.6M | 115.6K | 1.3% | ▼−3.7% Reduced · −4K sh | |
| 16 | Exxon Mobil Corporation Common | $13.9M | 101.8K | 1.3% | ▲New New position | |
| 17 | Thermo Fisher Scientific Inc. Common | $13.4M | 26.8K | 1.2% | ▼−1.4% Reduced · −389 sh | |
| 18 | Amazon.com, Inc. Common | $13.3M | 55.9K | 1.2% | ▲+0.4% Added · +237 sh | |
| 19 | Toll Brothers, Inc. Common | $12.3M | 74.9K | 1.1% | ▼−0.9% Reduced · −710 sh | |
| 20 | IQVIA Holdings Inc Common | $12.2M | 63.3K | 1.1% | ▼−4.5% Reduced · −3K sh | |
| 21 | Procter & Gamble Company Common | $12.1M | 82.8K | 1.1% | ▲+4.0% Added · +3K sh | |
| 22 | Intercontinental Exchange, Inc. Common | $11.9M | 96.6K | 1.1% | ▲+7.0% Added · +6K sh | |
| 23 | PepsiCo, Inc. Common | $11.5M | 85.1K | 1.0% | ▼−2.6% Reduced · −2K sh | |
| 24 | Charles Schwab Corp Common | $11.2M | 121.1K | 1.0% | ▼−2.2% Reduced · −3K sh | |
| 25 | Coca-Cola Company Common | $11.0M | 135.9K | 1.0% | ▼−3.2% Reduced · −4K sh | |
| 26 | Novartis AG Common | $10.9M | 69.4K | 1.0% | ▼−3.0% Reduced · −2K sh | |
| 27 | Meta Platforms Inc Class A Common | $10.9M | 19.3K | 1.0% | ▼−1.9% Reduced · −365 sh | |
| 28 | Duke Energy Corporation Common | $10.8M | 85.1K | 1.0% | ▼−3.4% Reduced · −3K sh | |
| 29 | NVIDIA Corporation Common | $10.7M | 53.3K | 1.0% | ▲+2.0% Added · +1K sh | |
| 30 | Aon Plc Class A Common | $10.5M | 31.8K | 1.0% | ▼−5.0% Reduced · −2K sh | |
| 31 | Lowe's Companies, Inc. Common | $9.8M | 44.7K | 0.9% | ▼−3.3% Reduced · −2K sh | |
| 32 | AbbVie, Inc. Common | $9.8M | 38.9K | 0.9% | ▼−1.1% Reduced · −423 sh | |
| 33 | Parker-Hannifin Corporation Common | $9.3M | 9.5K | 0.8% | ▼−2.2% Reduced · −213 sh | |
| 34 | Chevron Corporation Common | $9.3M | 56.2K | 0.8% | ▼−0.9% Reduced · −519 sh | |
| 35 | NextEra Energy, Inc. Common | $9.1M | 103.4K | 0.8% | ▲+1.1% Added · +1K sh | |
| 36 | Costco Wholesale Corporation Common | $9.0M | 9.7K | 0.8% | ▼−4.8% Reduced · −485 sh | |
| 37 | Analog Devices, Inc. Common | $9.0M | 22.7K | 0.8% | ▼−1.3% Reduced · −290 sh | |
| 38 | Moody's Corporation Common | $8.9M | 19.7K | 0.8% | ▲+9.6% Added · +2K sh | |
| 39 | Eli Lilly and Company Common | $7.9M | 6.6K | 0.7% | ▼−1.2% Reduced · −80 sh | |
| 40 | Schwab US Dividend Equity ETF ETF | $7.8M | 245.4K | 0.7% | ▼−0.9% Reduced · −2K sh | |
| 41 | Vanguard FTSE All-World ex-US Index Fund ETF | $7.5M | 89.9K | 0.7% | ▼−5.6% Reduced · −5K sh | |
| 42 | Oneok, Inc. Common | $7.3M | 84.5K | 0.7% | ▼−0.5% Reduced · −409 sh | |
| 43 | Walmart Inc. Common | $7.2M | 63.9K | 0.7% | ▼−1.7% Reduced · −1K sh | |
| 44 | T-Mobile US, Inc. Common | $7.2M | 42.7K | 0.6% | ▼−15% Reduced · −8K sh | |
| 45 | United Parcel Service, Inc. Class B Common | $7.1M | 66.1K | 0.6% | ▼−0.3% Reduced · −225 sh | |
| 46 | Amphenol Corporation Class A Common | $7.0M | 39.5K | 0.6% | ▲+200% Added · +26K sh | |
| 47 | Home Depot, Inc. Common | $6.9M | 19.7K | 0.6% | ▼−3.8% Reduced · −785 sh | |
| 48 | SPDR S&P 500 ETF Trust ETF | $6.8M | 9.1K | 0.6% | ▲+2.2% Added · +193 sh | |
| 49 | Cisco Systems, Inc. Common | $6.6M | 56.5K | 0.6% | ▼−1.4% Reduced · −793 sh | |
| 50 | Waste Management, Inc. Common | $6.6M | 29.6K | 0.6% | ▲+0.9% Added · +253 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.