account_balance
Investment manager · 13F filer · SEC CIK 1278249
Tower Bridge Advisors
Reported value$1.11Bas of Sep 30, 2026
Positions217 5 new, 10 sold out
Top 10 weight36.6%MSFT alone is 6%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
6.4%
AAPLApple Inc.
6.1%
GOOGAlphabet Inc.
5.5%
AVGOBroadcom Inc.
4.0%Trimmed −2%
JPMJPMorgan Chase & Co
3.6%Trimmed −2%
LRCXLam Research Corp
2.9%Trimmed −3%
VOOVanguard S&P 500 ETF
2.4%
JNJJohnson & Johnson
2.1%
VVisa Inc.
1.9%
ORCLOracle Corp
1.8%
RTXRTX Corp
1.7%
GOOGLAlphabet Inc.
1.7%
MSFTMicrosoft Corp
6.4%
AAPLApple Inc.
6.1%
GOOGAlphabet Inc.
5.5%
AVGOBroadcom Inc.
4.0%−2%
JPMJPMorgan Chase & Co
3.6%−2%
LRCXLam Research Corp
2.9%
VOOVanguard S&P 500 ETF
2.4%
JNJJohnson & Johnson
2.1%
V1.9%ORCLRTX1.7%GOOGLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 6.4% HeldAAPL Apple Inc. 6.1% HeldGOOG Alphabet Inc. 5.5% HeldAVGO Broadcom Inc. 4.0% Trimmed −2%JPM JPMorgan Chase & Co 3.6% Trimmed −2%LRCX Lam Research Corp 2.9% Trimmed −3%
VOO Vanguard S&P 500 ETF 2.4% Held
JNJ Johnson & Johnson 2.1% HeldV Visa Inc. 1.9% HeldORCL Oracle Corp 1.8% HeldRTX RTX Corp 1.7% HeldGOOGL Alphabet Inc. 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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