TOWER BRIDGE ADVISORS
SEC Form 13F institutional filer · CIK 0001278249
13F-HR · 160 reported holdings · 2026-03-31
TOWER BRIDGE ADVISORS is an investment advisor.
Reported long-US-equity value
$0.96B
Top-10 concentration
36.3%
TOWER BRIDGE ADVISORS — $963M AUM allocation strategy
TOWER BRIDGE ADVISORS files SEC Form 13F and reports $963M of long US equity value across 160 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 20.1%, followed by Financials 9.6% and Communication Services 7.1%.
The top 10 holdings account for 36% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
TOWER BRIDGE ADVISORS — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$963M
total across 160 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
36% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +394K sh · +$11.6M+$UPS +36.9K sh · +$3.61M+$DUK +10.1K sh · +$2.39M
Biggest trims (shares)
−$GS −197K sh · −$3.96M−$LRCX −26.8K sh · −$46.2K−$BAC −23.1K sh · −$833K
Exited to nil (held last quarter, gone now)
$USB ($2.42M last qtr)$MET ($2.23M last qtr)$MS ($652K last qtr)$CEG ($292K last qtr)$OTIS ($265K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services7.1%—
- Technology Hardware, Storage & Peripherals5.7%—
- Systems Software5.5%—
- Semiconductors4.3%—
- Diversified Banks3.9%—
- Investment Banking & Brokerage2.4%—
- Semiconductor Materials & Equipment2.4%—
- Application Software2.3%—
- Other holdings66.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 214K | $54.3M | +3.56K | 5.6% |
| $GOOGL | Alphabet Inc | 186K | $53.2M | -1.61K | 5.5% |
| $MSFT | Microsoft Corporation | 144K | $53.2M | +1.89K | 5.5% |
| $AVGO | Broadcom Inc | 133K | $41.3M | -576 | 4.3% |
| $JPM | JP Morgan Chase & Co | 126K | $36.9M | +1.49K | 3.8% |
| $SCHW | Charles Schwab Corporation | 513K | $23.6M | +394K | 2.4% |
| $LRCX | Lam Research Corporation | 107K | $22.8M | -26.8K | 2.4% |
| $ORCL | Oracle Corporation | 149K | $21.9M | +471 | 2.3% |
| $JNJ | Johnson & Johnson | 89.2K | $21.8M | +1.44K | 2.3% |
| $MCD | McDonald's Corporation | 65.9K | $20.5M | +651 | 2.1% |
…and 150 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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