TOWER BRIDGE ADVISORS

Q1 2026 13F-HR Holdings

Location
West Conshohocken, PA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
221
Total value ($000)
$1,035,407
Net value change ($000)
+45,228 (4.6%)
New positions
59
Sold out positions
27
Turnover %
10.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VOO 18,618 NEW
SCHD 7,595 NEW
VEU 7,152 NEW
SPY 5,775 NEW
VO 5,436 NEW
XOM 5,320 44.7%
JNJ 3,645 20.1%
UPS 3,605 123.6%
CVX 3,456 41.7%
VIG 2,660 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -15,385 -22.4%
ORCL -7,011 -24.3%
GOOGL -5,503 -9.4%
AVGO -5,076 -11.0%
ACN -4,049 -26.2%
IQV -3,569 -24.0%
GS -3,376 -100.0%
JPM -3,044 -7.6%
V -2,932 -14.1%
AAPL -2,903 -5.1%
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