Tower Bridge Advisors
Tower Bridge Advisors reported 222 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are GOOG (5.8%), AAPL (5.4%) and MSFT (4.7%). Compared with Q1 2026, the fund opened new positions in XOM, HON and HONA, added to VOO, JNJ and GOOGL, trimmed GOOG, AAPL and MSFT and sold out of XOM, NI and CCS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOG Alphabet Inc | $63.7M | 5.8% | 180K | −5,102 (−3%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $60M | 5.4% | 207K | −6,932 (−3%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $52.4M | 4.7% | 141K | −3,168 (−2%) | 8 of 8 | |
| 4 |  AVGO Broadcom Inc | $49M | 4.4% | 130K | −3,616 (−3%) | 8 of 8 | |
| 5 |  LRCX Lam Research Corp | $44.8M | 4.0% | 103K | −3,526 (−3%) | 7 of 8 | |
| 6 |  JPM Jpmorgan Chase & Co. | $40.1M | 3.6% | 122K | −3,137 (−2%) | 8 of 8 | |
| 7 |  VOO Vanguard S&P 500 ETF | $26.3M | 2.4% | 38K | +7,157 (+23%) | 2 of 8 | |
| 8 |  JNJ Johnson & Johnson | $22.7M | 2.0% | 90K | +312 (+0%) | 8 of 8 | |
| 9 |  ORCL Oracle Corp | $21.2M | 1.9% | 145K | −3,662 (−2%) | 8 of 8 | |
| 10 |  V Visa Inc | $20.3M | 1.8% | 59K | −246 (−0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $17.2M | 101K |
HONEYWELL INTL INC | $7.7M | 34K |
 NI Nisource Inc | $1.3M | 28K |
 CCS Century Cmntys Inc | $574K | 10K |
 MTH Meritage Homes Corp | $495K | 8,000 |
🔒 Free account: see all 16.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tower Bridge Advisors 13F FAQ
What does Tower Bridge Advisors own?
Tower Bridge Advisors reported 222 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are GOOG (5.8%), AAPL (5.4%) and MSFT (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Tower Bridge Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 17 new positions, 50 added to, 112 trimmed and 16 sold out. New positions include XOM, HON and HONA. It sold all of XOM, NI and CCS.
When will Tower Bridge Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Tower Bridge Advisors's portfolio worth?
The Q2 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.