TOWER BRIDGE ADVISORS
CIK 1278249 · Holdings on Mar 31, 2024 · First reported Apr 29, 2024
Top ten holdings
Q1 2024- MSFT7.47%
- AAPL4.54%
- GOOG3.33%
- JPM2.73%
- ORCL2.61%
- ACN2.61%
- V2.19%
- J2.15%
- IQV2.11%
- MCD2.04%
Share classes counted separately31.78%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight increased · +0.76 pp0.95% → 1.71%Shares -3.55K (-15.98%)
- ACNWeight decreased · -0.68 pp3.29% → 2.61%Shares -35.01K (-32.14%)
- AVGOWeight increased · +0.59 pp1.32% → 1.91%Shares +458 (+3.34%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORPCOMMON View history and evidence | $73.44M | 7.47% | 174.56K shares | 6.89% → 7.47%+0.58 pp -38.51K (-18.07%) | Reduced | ↗▾ |
| 02 | AAPLAPPLE INCCOMMON View history and evidence | $44.61M | 4.54% | 260.12K shares | 5.08% → 4.54%-0.54 pp -46.88K (-15.27%) | Reduced | ↗▾ |
| 03 | GOOGALPHABET INC-CL CCOMMON View history and evidence | $32.76M | 3.33% | 215.17K shares | 3.17% → 3.33%+0.16 pp -46.04K (-17.63%) | Reduced | ↗▾ |
| 04 | JPMJPMORGAN CHASE & COCOMMON View history and evidence | $26.85M | 2.73% | 134.05K shares | 2.19% → 2.73%+0.54 pp -15.31K (-10.25%) | Reduced | ↗▾ |
| 05 | ORCLORACLE CORPCOMMON View history and evidence | $25.65M | 2.61% | 204.23K shares | 2.30% → 2.61%+0.31 pp -49.61K (-19.54%) | Reduced | ↗▾ |
| 06 | ACNACCENTURE PLC-CL ACOMMON View history and evidence | $25.62M | 2.61% | 73.93K shares | 3.29% → 2.61%-0.68 pp -35.01K (-32.14%) | Reduced | ↗▾ |
| 07 | VVISA INC-CLASS A SHARESCOMMON View history and evidence | $21.52M | 2.19% | 77.12K shares | 2.54% → 2.19%-0.35 pp -36.45K (-32.09%) | Reduced | ↗▾ |
| 08 | JJACOBS SOLUTIONS INCCOMMON View history and evidence | $21.16M | 2.15% | 137.64K shares | 1.96% → 2.15%+0.19 pp -38.11K (-21.68%) | Reduced | ↗▾ |
| 09 | IQVIQVIA HOLDINGS INCCOMMON View history and evidence | $20.71M | 2.11% | 81.88K shares | 2.24% → 2.11%-0.13 pp -30.73K (-27.29%) | Reduced | ↗▾ |
| 10 | MCDMCDONALD'S CORPCOMMON View history and evidence | $20.03M | 2.04% | 71.05K shares | 2.23% → 2.04%-0.19 pp -16.57K (-18.91%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 34
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SSD SIMPSON MANUFACTURING CO INC | Non-derivative | -11,000 | -$2.18M | SEC filing ↗ | SEC filing ↗ |
| STLD STEEL DYNAMICS INC | Non-derivative | -13,500 | -$1.59M | SEC filing ↗ | SEC filing ↗ |
| THO THOR INDUSTRIES INC | Non-derivative | -9,795 | -$1.16M | SEC filing ↗ | SEC filing ↗ |
3 / 34 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1278249 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 982510648
}Research all 198 reported holdings.
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