StockDriftsStockDriftsTop 50 Tower Bridge Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc. Class C | 5.75% | 180.4K | $63.7M | -2.75%(-5.10K) | $121.41(+182.22%) | 2026-06-30 | |
| AAPL | Apple Inc. | 5.41% | 207.2K | $60.0M | -3.24%(-6.93K) | $40.86(+647.38%) | 2026-06-30 | |
| MSFT | Microsoft Corporation | 4.73% | 140.5K | $52.4M | -2.20%(-3.17K) | $0.00 | 2026-06-30 | |
| AVGO | Broadcom Inc. | 4.42% | 129.7K | $49.0M | -2.71%(-3.62K) | $137.31(+186.75%) | 2026-06-30 | |
| LRCX | Lam Research Corporation | 4.04% | 103.4K | $44.8M | -3.30%(-3.53K) | $68.12(+395.35%) | 2026-06-30 | |
| JPM | JPMorgan Chase & Co. | 3.61% | 122.4K | $40.1M | -2.50%(-3.14K) | $107.91(+237.98%) | 2026-06-30 | |
| VOO | Vanguard S&P 500 ETF | 2.37% | 38.3K | $26.3M | +22.97%(+7.16K) | $622.78(+14.44%) | 2026-06-30 | |
| JNJ | Johnson & Johnson | 2.05% | 89.6K | $22.7M | +0.35%(+312) | $0.00 | 2026-06-30 | |
| ORCL | Oracle Corporation | 1.92% | 145.0K | $21.2M | -2.46%(-3.66K) | $0.00 | 2026-06-30 | |
| V | Visa Inc. Class A | 1.83% | 59.1K | $20.3M | -0.41%(-246) | $25.17(+1338.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.00% | +48.14% | +8.88% | +53.03% |
| Top 20 Holdings Unweighted | +11.29% | +37.85% | +7.03% | +40.43% |
Tower Bridge Advisors reports $1.11B in US-listed equity holdings across 222 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (5.8%), AAPL (5.4%) and MSFT (4.7%). The top 20 holdings account for 49.74% of reported assets. Its disclosed equity book has returned +48.14% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tower Bridge Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1278249). View Tower Bridge Advisors’s 13F filings on SEC