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
$52.8B
$1.26 Billion 0.14% of portfolio
6,253
Q4 2024 Reduced 0.11%
$38.8B
$1.29 Billion 0.14% of portfolio
4,936
Q3 2024 Added 64.53%
$65.3B
$1.22 Billion 0.13% of portfolio
10,249
Q2 2025 Reduced 2.84%
$203B
$1.09 Billion 0.12% of portfolio
8,753
Q1 2025 Reduced 8.71%
$101B
$1.08 Billion 0.12% of portfolio
11,744
Q2 2025 Added 70.35%
$154B
$1.06 Billion 0.11% of portfolio
17,295
Q2 2025 Reduced 11.74%
$80.8B
$901 Million 0.1% of portfolio
2,727
Q2 2025 Reduced 15.49%
$53.7B
$921 Million 0.1% of portfolio
4,215
Q1 2025 Reduced 12.28%
$81.4B
$916 Million 0.1% of portfolio
6,868
Q4 2024 Added 3.79%
Blackrock Inc Com
-
$956 Million 0.1% of portfolio
-
Q1 2025 Reduced 3.7%
$165B
$884 Million 0.1% of portfolio
20,441
Q2 2025 Reduced 11.25%
Linde PLC Shs
-
$948 Million 0.1% of portfolio
-
Q1 2025 Reduced 9.41%
$81.3B
$970 Million 0.1% of portfolio
9,825
Q2 2025 Added 145.63%
$91.6B
$960 Million 0.1% of portfolio
5,780
Q2 2025 Reduced 14.75%
$48.1B
$886 Million 0.1% of portfolio
12,109
Q2 2025 Reduced 2.26%
$17.4B
$843 Million 0.09% of portfolio
20,900
Q2 2025 New
$270B
$867 Million 0.09% of portfolio
1,225
Q4 2024 Added 8.89%
Amentum Holdings Inc
-
$851 Million 0.09% of portfolio
-
Q2 2025 Reduced 7.28%
$16B
$839 Million 0.09% of portfolio
11,061
Q1 2025 Reduced 55.59%
$332B
$712 Million 0.08% of portfolio
2,768
Q2 2025 Reduced 5.53%
-
$785 Million 0.08% of portfolio
-
Q2 2025 Reduced 5.16%
$439B
$729 Million 0.08% of portfolio
1
Q1 2025 New
$198B
$781 Million 0.08% of portfolio
4,268
Q2 2025 Added 46.26%
$85.4B
$680 Million 0.07% of portfolio
4,425
Q2 2025 Reduced 8.76%
$75.2B
$622 Million 0.07% of portfolio
2,514
Q1 2025 Added 17.31%
Millrose Properties I
-
$688 Million 0.07% of portfolio
-
Q2 2025 Reduced 12.28%
$174B
$617 Million 0.07% of portfolio
21,306
Q1 2025 Added 3.27%
-
$623 Million 0.07% of portfolio
-
Q1 2025 Added 7.12%
$47.6B
$618 Million 0.07% of portfolio
1,090
Q1 2025 Reduced 5.63%
$121B
$537 Million 0.06% of portfolio
15,047
Q2 2025 Reduced 10.43%
$112B
$563 Million 0.06% of portfolio
6,277
Q2 2025 Reduced 17.53%
$103B
$553 Million 0.06% of portfolio
9,434
Q1 2025 New
$177B
$561 Million 0.06% of portfolio
2,704
Q2 2024 Reduced 15.61%
$114B
$577 Million 0.06% of portfolio
5,485
Q4 2024 Added 1.27%
$61.8B
$516 Million 0.06% of portfolio
4,975
Q4 2024 Added 1.12%
$34B
$561 Million 0.06% of portfolio
4,355
Q2 2025 Reduced 22.3%
Vanguard/Wellington F
-
$552 Million 0.06% of portfolio
-
Q1 2025 Added 0.14%
$75.4B
$539 Million 0.06% of portfolio
7,614
Q2 2022 Added 100.0%
Victory Portfolios Ii
-
$559 Million 0.06% of portfolio
-
Q3 2023 New
Veralto Corp
-
$595 Million 0.06% of portfolio
-
Q2 2025 Reduced 17.39%
$91.3B
$491 Million 0.05% of portfolio
5,355
Q1 2025 Reduced 0.67%
$187B
$420 Million 0.05% of portfolio
4,500
Q3 2024 New
$119B
$503 Million 0.05% of portfolio
1,735
Q3 2024 Added 1.11%
$58B
$498 Million 0.05% of portfolio
11,590
Q1 2025 Reduced 17.74%
$25B
$434 Million 0.05% of portfolio
2,367
Q2 2022 Reduced 9.55%
$22.3B
$501 Million 0.05% of portfolio
4,400
Q3 2024 Added 62.96%
$15.4B
$453 Million 0.05% of portfolio
8,074
Q2 2025 New
-
$495 Million 0.05% of portfolio
-
Q2 2025 Reduced 11.17%
$89.5B
$464 Million 0.05% of portfolio
2,123
Q1 2025 Reduced 0.28%

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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