TOWER BRIDGE ADVISORS

Q3 2025 13F-HR Holdings

Location
West Conshohocken, PA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
194
Total value ($000)
$1,001,315
Net value change ($000)
+71,076 (7.6%)
New positions
8
Sold out positions
5
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 12,614 36.3%
AAPL 10,015 21.9%
AVGO 7,410 19.2%
ORCL 7,151 18.6%
ICE 5,107 64.1%
LRCX 4,865 36.1%
BRO 4,795 94.7%
LIN 4,329 456.6%
GOOGL 3,215 31.1%
JPM 3,113 8.5%
Top Reduces (Value $000, Stocks/ETFs)
UNH -6,246 -85.4%
ADBE -3,881 -85.5%
ACN -3,454 -18.7%
AON -1,907 -13.2%
V -1,533 -6.9%
STZ -1,255 -84.2%
OKE -880 -11.9%
TPL -826 -18.3%
UPS -702 -21.2%
WSO -670 -9.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type