Tower Bridge Advisors Portfolio Holdings

Tower Bridge Advisors

  • $930 Billion
  • Q2 2025

Tower Bridge Advisors has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $930 Billion distributed in 191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $76B, Apple Inc. with a value of $45.7B, Broadcom Inc. with a value of $38.6B, Oracle Corp with a value of $38.4B, and Jpmorgan Chase & CO with a value of $36.8B.

Examining the 13F form we can see an increase of $35.3B in the current position value, from $895B to 930B.

Below you can find more details about Tower Bridge Advisors portfolio as well as his latest detailed transactions.

Portfolio value $930 Billion
Technology: $254 Billion
Financial Services: $158 Billion
Healthcare: $105 Billion
Industrials: $91.2 Billion
Communication Services: $77 Billion
Consumer Cyclical: $65.4 Billion
Consumer Defensive: $64 Billion
Energy: $42 Billion
Other: $21.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.86T
$76 Billion 8.17% of portfolio
152,792
Q2 2025 Reduced 2.42%
$4.35T
$45.7 Billion 4.91% of portfolio
222,754
Q2 2025 Reduced 2.58%
$150B
$38.6 Billion 4.15% of portfolio
139,950
Q2 2025 Reduced 2.04%
$708B
$38.4 Billion 4.13% of portfolio
175,681
Q2 2025 Reduced 5.22%
$913B
$36.8 Billion 3.95% of portfolio
126,821
Q2 2025 Reduced 3.18%
$1.72T
$34.7 Billion 3.73% of portfolio
195,725
Q2 2025 Reduced 1.78%
$557B
$22.2 Billion 2.39% of portfolio
62,545
Q2 2025 Reduced -0.0%
$220B
$19.6 Billion 2.11% of portfolio
67,058
Q2 2025 Reduced 1.13%
$158B
$18.4 Billion 1.98% of portfolio
61,690
Q2 2025 Reduced 2.87%
Jacobs Solutions Inc
-
$16.1 Billion 1.73% of portfolio
-
Q2 2025 Reduced 0.92%
$262B
$15.6 Billion 1.67% of portfolio
106,635
Q2 2025 Reduced 0.8%
$70.5B
$14.5 Billion 1.56% of portfolio
40,610
Q2 2025 Reduced 5.39%
$1.46T
$14.4 Billion 1.55% of portfolio
19,514
Q2 2025 Added 1.56%
$494B
$14.1 Billion 1.52% of portfolio
92,374
Q2 2025 Reduced 4.3%
Lam Research Corp
-
$13.5 Billion 1.45% of portfolio
-
Q2 2025 Reduced 2.05%
$152B
$13 Billion 1.4% of portfolio
36,366
Q2 2025 Added 0.89%
$261B
$12.7 Billion 1.37% of portfolio
53,375
Q2 2025 Added 1.51%
$201B
$12.1 Billion 1.3% of portfolio
91,530
Q2 2025 Reduced 5.97%
$172B
$11.3 Billion 1.22% of portfolio
124,028
Q2 2025 Added 6.81%
$40.2B
$10.8 Billion 1.16% of portfolio
68,473
Q2 2025 Reduced 4.99%
$2.49T
$10.8 Billion 1.16% of portfolio
49,382
Q2 2025 Added 9.59%
$222B
$10.8 Billion 1.16% of portfolio
26,524
Q2 2025 Added 5.44%
$477B
$10.7 Billion 1.15% of portfolio
99,336
Q2 2025 Reduced 2.34%
$298B
$10.7 Billion 1.15% of portfolio
151,085
Q2 2025 Reduced 3.56%
$148B
$10.4 Billion 1.12% of portfolio
46,768
Q2 2025 Reduced 4.01%
$1.68T
$10.3 Billion 1.11% of portfolio
58,645
Q2 2025 Reduced 1.05%
$403B
$9.61 Billion 1.03% of portfolio
9,707
Q2 2025 Reduced 0.59%
$157B
$9.03 Billion 0.97% of portfolio
45,697
Q2 2025 Reduced 1.96%
$15.3B
$9.03 Billion 0.97% of portfolio
79,142
Q2 2025 Reduced 3.3%
$266B
$9 Billion 0.97% of portfolio
74,344
Q2 2025 Reduced 4.61%
$88B
$8.61 Billion 0.93% of portfolio
17,162
Q2 2025 Reduced 4.64%
$309B
$8.29 Billion 0.89% of portfolio
57,875
Q2 2025 Reduced 2.47%
$81.7B
$7.97 Billion 0.86% of portfolio
43,430
Q2 2025 Added 9.9%
$389B
$7.69 Billion 0.83% of portfolio
20,973
Q2 2025 Reduced 4.09%
$51B
$7.68 Billion 0.83% of portfolio
44,583
Q2 2025 Reduced 9.76%
$386B
$7.45 Billion 0.8% of portfolio
40,118
Q2 2025 Added 0.35%
$505B
$7.46 Billion 0.8% of portfolio
47,235
Q2 2025 Added 25.62%
$29.9B
$7.4 Billion 0.8% of portfolio
90,676
Q2 2025 Added 6.87%
$319B
$7.32 Billion 0.79% of portfolio
23,448
Q2 2025 Reduced 19.42%
$95.4B
$7.12 Billion 0.77% of portfolio
25,836
Q2 2025 Reduced 2.31%
$12.2B
$7.09 Billion 0.76% of portfolio
16,046
Q2 2025 Reduced 4.08%
$135B
$7.06 Billion 0.76% of portfolio
30,297
Q2 2025 Added 1.84%
$160B
$6.72 Billion 0.72% of portfolio
96,789
Q2 2025 Added 16.98%
$99.3B
$6.69 Billion 0.72% of portfolio
9,571
Q2 2025 Added 3.01%
$621B
$6.62 Billion 0.71% of portfolio
13,626
Q1 2025 Reduced 2.36%
$31.5B
$6.55 Billion 0.7% of portfolio
59,202
Q2 2025 Reduced 5.42%
$216B
$6.33 Billion 0.68% of portfolio
46,568
Q2 2025 Added 2.73%
$275B
$6.25 Billion 0.67% of portfolio
63,925
Q2 2025 Reduced 5.81%
$55.3B
$5.44 Billion 0.58% of portfolio
21,683
Q2 2025 Added 0.93%

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $930 Billion
  • Prior Value $895 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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