TOWER BRIDGE ADVISORS
•CIK: 1278249•Filing: Q4 2025
**TOWER BRIDGE ADVISORS** manages $990M across a diversified portfolio of 189 positions. The fund exhibits a significant concentration in mega-cap technology and industrials, highlighted by top holdings including MSFT ($68.6M), GOOG ($58.7M), and AAPL ($57.3M). Further allocations include substantial positions in AVGO ($46.3M) and JPM ($40.0M), signaling a strategic mix across software, semiconductors, and financial services. This structure suggests a conviction-driven approach targeting established market leaders.
Total AUM
$990.2M
QoQ Performance
-1.1%
Positions
185
Top 10 Concentration
38.6%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
GOOG
AAPL
MSFT6.9%
GOOG5.9%
AAPL5.8%
AVGO4.7%
JPM4.0%
ORCL2.9%
LRCX2.3%
V2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology35.3%
Other25.5%
Financial11.1%
Healthcare8.2%
Consumer7.2%
Industrial4.5%
Consumer Staples2.6%
Utilities1.9%
🚪 Exited Positionssold since Q3 2025
—
FRANKLIN MANAGED TR R
SOLD
$288.6K
+4 more exited positions
Changes from Q3 2025
NEW4 new positions
↑39 increased
↓92 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023