TOWER BRIDGE ADVISORS Portfolio Holdings
Q3 2025•171 long positions•$981.8M portfolio value
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Holding176 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $77.8M 7.93% | -$1.3M Sold | 0.002% 150.3K shares | 152.8K → 150.3K −$1.3M | -1.65% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $55.7M 5.68% | -$1.0M Sold | 0.001% 218.8K shares | 222.8K → 218.8K −$1.0M | -1.77% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $47.3M 4.82% | -$334.4K Sold | 0.002% 194.4K shares | 195.7K → 194.4K −$334.4K | -0.7% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
Semiconductors Technology | $46.0M 4.68% | -$184.1K Sold | 0.003% 139.4K shares | 140.0K → 139.4K −$184.1K | -0.4% | $1.56T Mega Cap | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $45.6M 4.64% | -$3.8M Sold | 0.006% 162.0K shares | 175.7K → 162.0K −$3.8M | -7.79% | $801.76B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Diversified Financial Services | $39.9M 4.06% | -$122.7K Sold | 0.005% 126.4K shares | 126.8K → 126.4K −$122.7K | -0.31% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Credit Services Financial Services | $20.7M 2.11% | -$677.3K Sold | 0.003% 60.6K shares | 62.5K → 60.6K −$677.3K | -3.17% | $662.60B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Restaurants Consumer Cyclical | $20.4M 2.08% | +$17.6K Bought | 0.009% 67.1K shares | 67.1K → 67.1K +$17.6K | +0.09% | $216.86B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $18.4M 1.87% | -$200.0K Sold | 0.011% 137.1K shares | 138.6K → 137.1K −$200.0K | -1.08% | $168.85B Large Cap | Q4 2020 Held for 4y 11m | |
Engineering & Construction Industrials | $18.3M 1.87% | +$42.9K Bought | 0.102% 122.4K shares | 122.1K → 122.4K +$42.9K | +0.23% | $17.9B Large Cap | Q3 2014 Held for 11y 2m | |
Aerospace & Defense Industrials | $17.7M 1.8% | -$148.8K Sold | 0.008% 105.7K shares | 106.6K → 105.7K −$148.8K | -0.83% | $223.98B Mega Cap | Q2 2023 Held for 2y 5m | |
Drug Manufacturers - General Healthcare | $17.1M 1.74% | -$60.4K Sold | 0.004% 92.0K shares | 92.4K → 92.0K −$60.4K | -0.35% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Information Technology Services Technology | $15.0M 1.53% | -$227.9K Sold | 0.01% 60.8K shares | 61.7K → 60.8K −$227.9K | -1.5% | $153.39B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $14.5M 1.47% | +$124.8K Bought | 0.001% 19.7K shares | 19.5K → 19.7K +$124.8K | +0.87% | $1.84T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $13.5M 1.38% | -$706.7K Sold | 0.0% 55.7K shares | 58.6K → 55.7K −$706.7K | -4.96% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Machinery Industrials | $13.5M 1.38% | -$69.2K Sold | 0.009% 36.2K shares | 36.4K → 36.2K −$69.2K | -0.51% | $145.70B Large Cap | Q4 2020 Held for 4y 11m | |
Financial - Data & Stock Exchanges Financial Services | $13.1M 1.33% | +$5.8M Bought | 0.014% 77.6K shares | 43.4K → 77.6K +$5.8M | +78.69% | $96.4B Large Cap | Q4 2015 Held for 9y 11m | |
Medical - Diagnostics & Research Healthcare | $13.0M 1.32% | -$33.2K Sold | 0.04% 68.3K shares | 68.5K → 68.3K −$33.2K | -0.26% | $32.3B Large Cap | Q2 2017 Held for 8y 5m | |
Medical - Diagnostics & Research Healthcare | $12.8M 1.3% | -$57.7K Sold | 0.007% 26.4K shares | 26.5K → 26.4K −$57.7K | -0.45% | $183.15B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Brokers Financial Services | $12.6M 1.28% | -$1.9M Sold | 0.016% 35.3K shares | 40.6K → 35.3K −$1.9M | -13.12% | $76.9B Large Cap | Q3 2020 Held for 5y 2m | |
Telecommunications Services Communication Services | $12.4M 1.26% | -$360.3K Sold | 0.005% 51.9K shares | 53.4K → 51.9K −$360.3K | -2.82% | $269.40B Mega Cap | Q3 2019 Held for 6y 2m | |
Household & Personal Products Consumer Defensive | $12.4M 1.26% | -$40.7K Sold | 0.003% 80.7K shares | 81.0K → 80.7K −$40.7K | -0.33% | $359.62B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Beverages - Non-Alcoholic Consumer Defensive | $12.4M 1.26% | -$469.6K Sold | 0.006% 88.2K shares | 91.5K → 88.2K −$469.6K | -3.65% | $192.27B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Home Improvement Consumer Cyclical | $11.7M 1.2% | -$16.6K Sold | 0.008% 46.7K shares | 46.8K → 46.7K −$16.6K | -0.14% | $140.94B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Capital Markets Financial Services | $11.6M 1.18% | -$265.9K Sold | 0.007% 121.2K shares | 124.0K → 121.2K −$265.9K | -2.25% | $173.30B Large Cap | Q2 2015 Held for 10y 5m | |
Oil & Gas Integrated Energy | $11.2M 1.14% | +$32.9K Bought | 0.002% 99.6K shares | 99.3K → 99.6K +$32.9K | +0.29% | $480.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Residential Construction Consumer Cyclical | $10.9M 1.12% | +$16.6K Bought | 0.082% 79.3K shares | 79.1K → 79.3K +$16.6K | +0.15% | $13.3B Large Cap | Q4 2013 Held for 11y 11m | |
Specialty Retail Consumer Cyclical | $10.9M 1.11% | +$65.7K Bought | 0.0% 49.7K shares | 49.4K → 49.7K +$65.7K | +0.61% | $2.34T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Beverages - Non-Alcoholic Consumer Defensive | $10.1M 1.03% | +$44.3K Bought | 0.004% 151.8K shares | 151.1K → 151.8K +$44.3K | +0.44% | $285.42B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Discount Stores Consumer Defensive | $9.9M 1.0% | +$876.6K Bought | 0.002% 10.7K shares | 9.7K → 10.7K +$876.6K | +9.76% | $410.27B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Brokers Financial Services | $9.9M 1.0% | +$5.6M Bought | 0.032% 105.1K shares | 45.7K → 105.1K +$5.6M | +130.1% | $30.9B Large Cap | Q4 2018 Held for 6y 11m | |
Unknown Unknown | $9.4M 0.958% | -$129.0K Sold | — 73.3K shares | 74.3K → 73.3K −$129.0K | -1.35% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $9.3M 0.946% | -$3.0K Sold | 0.002% 40.1K shares | 40.1K → 40.1K −$3.0K | -0.03% | $409.03B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $8.9M 0.906% | +$82.1K Bought | 0.0% 47.7K shares | 47.2K → 47.7K +$82.1K | +0.93% | $4.54T Mega Cap | Q4 2015 Held for 9y 11m | |
Medical - Diagnostics & Research Healthcare | $8.9M 0.905% | -$172.3K Sold | 0.006% 44.8K shares | 45.7K → 44.8K −$172.3K | -1.9% | $141.96B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $8.9M 0.903% | -$126.4K Sold | 0.003% 57.1K shares | 57.9K → 57.1K −$126.4K | -1.41% | $312.88B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Home Improvement Consumer Cyclical | $8.4M 0.855% | -$102.1K Sold | 0.002% 20.7K shares | 21.0K → 20.7K −$102.1K | -1.2% | $403.32B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Instruments & Supplies Healthcare | $8.0M 0.816% | -$331.3K Sold | 0.015% 42.8K shares | 44.6K → 42.8K −$331.3K | -3.97% | $53.6B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Data & Stock Exchanges Financial Services | $8.0M 0.81% | -$221.6K Sold | 0.009% 16.7K shares | 17.2K → 16.7K −$221.6K | -2.71% | $85.5B Large Cap | Q4 2018 Held for 6y 11m | |
Residential Construction Consumer Cyclical | $7.4M 0.75% | -$97.9K Sold | 0.023% 58.4K shares | 59.2K → 58.4K −$97.9K | -1.31% | $32.6B Large Cap | Q1 2016 Held for 9y 8m | |
Industrial - Machinery Industrials | $7.2M 0.738% | -$7.6K Sold | 0.008% 9.6K shares | 9.6K → 9.6K −$7.6K | -0.1% | $95.9B Large Cap | Q4 2020 Held for 4y 11m | |
Regulated Electric Utilities | $7.2M 0.733% | -$111.7K Sold | 0.005% 95.3K shares | 96.8K → 95.3K −$111.7K | -1.53% | $155.46B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Data & Stock Exchanges Financial Services | $6.9M 0.705% | -$58.4K Sold | 0.007% 25.6K shares | 25.8K → 25.6K −$58.4K | -0.84% | $97.4B Large Cap | Q2 2021 Held for 4y 5m | |
Aerospace & Defense Industrials | $6.6M 0.674% | — | — 21.7K shares | — | — | — — | Q1 2018 Held for 7y 8m | |
Discount Stores Consumer Defensive | $6.6M 0.67% | -$10.3K Sold | 0.001% 63.8K shares | 63.9K → 63.8K −$10.3K | -0.16% | $821.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Midstream Energy | $6.5M 0.664% | -$94.1K Sold | 0.014% 89.4K shares | 90.7K → 89.4K −$94.1K | -1.42% | $46.0B Large Cap | Q2 2016 Held for 9y 5m | |
Industrial - Distribution Industrials | $6.4M 0.654% | -$71.2K Sold | 0.039% 15.9K shares | 16.0K → 15.9K −$71.2K | -1.1% | $16.4B Large Cap | Q2 2022 Held for 3y 5m | |
Conglomerates Industrials | $6.4M 0.651% | +$17.1K Bought | 0.005% 30.4K shares | 30.3K → 30.4K +$17.1K | +0.27% | $133.65B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $6.2M 0.636% | -$603.3K Sold | 0.001% 12.4K shares | 13.6K → 12.4K −$603.3K | -8.81% | $1.08T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Devices Healthcare | $6.2M 0.635% | -$5.4K Sold | 0.003% 46.5K shares | 46.6K → 46.5K −$5.4K | -0.09% | $233.12B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ |
