Tower Bridge Advisors has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 247 distinct positions held by the firm, managed from its office in West Conshohocken, Pennsylvania.
The portfolio is heavily weighted toward large-cap technology and healthcare companies. The largest holding is Microsoft Corporation, with 69,001,388 shares valued at $134,532,000. Other significant positions include Oracle Corporation with 19,547,848 shares, Apple Inc. with 65,599,713 shares, and Johnson & Johnson with 22,929,406 shares.
Healthcare and industrial sectors are also well represented. Eli Lilly and Company is held at 7,568,460 shares, while Medtronic Public Limited Company holds 2,548,489 shares. In the industrial space, Parker-Hannifin Corporation is held at 9,055,471 shares, and L3Harris Technologies Inc. holds 5,013,106 shares.
The filing also includes a substantial allocation to exchange-traded funds (ETFs). The Schwab U.S. Dividend Equity ETF is the largest ETF holding, with 7,984,619 shares. Other notable ETF positions include the Schwab Emerging Markets Equity ETF (1,095,942 shares) and the Schwab U.S. Broad Market ETF (240,342 shares).
Additionally, the portfolio includes several positions in energy and materials companies, such as Exxonmobil Holdings Corporation with 15,854,607 shares and Freeport-McMoRan, Inc. with 273,700 shares.
