Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

TOWER BRIDGE ADVISORS

Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0001278249-25-000005

Total Value
$930.2M
Positions
191
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (191)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT152,792$76.0M8.17%
2APPLE INCAAPL222,754$45.7M4.91%
3BROADCOM INC COMAVGO139,950$38.6M4.15%
4ORACLE SYS CORPORCL-PD175,681$38.4M4.13%
5J P MORGAN CHASE & COVYLD126,821$36.8M3.95%
6ALPHABET CLASS CGOOG195,725$34.7M3.73%
7VISA INCV62,545$22.2M2.39%
8MCDONALD'S CORPMCD67,058$19.6M2.11%
9ACCENTURE PLCACN61,690$18.4M1.98%
10JACOBS SOLUTIONS INCJ122,132$16.1M1.73%
11RTX CORPORATIONRTX106,635$15.6M1.67%
12AON PLC SHS CL AAON40,610$14.5M1.56%
13META PLATFORMS INCMETA19,514$14.4M1.55%
14JOHNSON & JOHNSONJNJ92,374$14.1M1.52%
15LAM RESEARCH CORPLRCX138,551$13.5M1.45%
16EATON CORP PLC SHSETN36,366$13.0M1.40%
17PROCTER & GAMBLE CO74271810980,976$12.9M1.39%
18T MOBILE US INCTMUSZ53,375$12.7M1.37%
19PEPSICO INCPEP91,530$12.1M1.30%
20SCHWAB CHARLES CORPSCHW-PJ124,028$11.3M1.22%
21AMAZON COM INCAMZN49,382$10.8M1.16%
22IQVIA HOLDINGS INCIQV68,473$10.8M1.16%
23THERMO FISHER SCIENTITMO26,524$10.8M1.16%
24EXXON MOBILXOM99,336$10.7M1.15%
25COCA COLA CO.KO151,085$10.7M1.15%
26LOWE'S COS INC54866110746,768$10.4M1.12%
27ALPHABET CLASS AGOOG58,645$10.3M1.11%
28COSTCO WHOLESALE22160K1059,707$9.6M1.03%
29TOLL BROTHERS INCTOL79,142$9.0M0.97%
30DANAHER CORP23585110245,697$9.0M0.97%
31NOVARTIS ADRNVSEF74,344$9.0M0.97%
32MOODYS CORPMCO17,162$8.6M0.93%
33CHEVRON CORPCVX57,875$8.3M0.89%
34INTERCONTINENTAL EXCH45866F10443,430$8.0M0.86%
35HOME DEPOT INCHD20,973$7.7M0.83%
36BECTON DICKINSON & COBDX44,583$7.7M0.83%
37NVIDIA CORPNVDA47,235$7.5M0.80%
38ABBVIE INCABBV40,118$7.4M0.80%
39ONEOK INC NEWOKE90,676$7.4M0.80%
40UNITEDHEALTH GROUP INUNH23,448$7.3M0.79%
41CME GROUP INC COMCME25,836$7.1M0.77%
42WATSCO INCWSO-B16,046$7.1M0.76%
43HONEYWELL INTL INC43851610630,297$7.1M0.76%
44NEXTERA ENERGY INCNEE-PW96,789$6.7M0.72%
45PARKER HANNIFIN CORPPH9,571$6.7M0.72%
46BERKSHIRE HATHAWAY INBRK-A13,626$6.6M0.71%
47LENNAR CORPLEN-B59,202$6.5M0.70%
48ABBOTT LABSABLZF46,568$6.3M0.68%
49WAL MART STORES INCWMT63,925$6.3M0.67%
50L3 HARRIS TECHNOLOGIELHX21,683$5.4M0.58%
51AMERICAN EXPRESS CO.AXP16,709$5.3M0.57%
52LILLY, ELI AND COLLY6,821$5.3M0.57%
53BROWN & BROWN INCBRO45,693$5.1M0.54%
54UNION PACIFIC CORPUNP21,292$4.9M0.53%
55ANALOG DEVICES INCADI20,514$4.9M0.52%
56WASTE MGMT INC DEL94106L10920,940$4.8M0.52%
57S&P GLOBAL INC COMSPGI8,654$4.6M0.49%
58ADOBE SYS INCADBE11,732$4.5M0.49%
59TEXAS PACIFIC LAND COTPL4,267$4.5M0.48%
60MONDELEZ INTL INC60920710564,802$4.4M0.47%
61ENTERPRISE PRODS PART293792107137,435$4.3M0.46%
62DEERE & CO.DE8,151$4.1M0.45%
63AMGEN INCAMGN14,784$4.1M0.44%
64AIR PRODS & CHEMS INCAIIR14,239$4.0M0.43%
65CISCO SYSTEMS INCCSCO57,853$4.0M0.43%
66AMERIPRISE FINL INC03076C1067,449$4.0M0.43%
67GOLDMAN SACHS GROUP INVGLF184,531$3.9M0.42%
68INT'L BUSINESS MACHININTR12,203$3.6M0.39%
69MEDTRONIC PLCMDT40,988$3.6M0.38%
70TRAVELERS COMPANIES ITRV13,163$3.5M0.38%
71BANK OF AMERICA CORP06050510473,518$3.5M0.37%
72UNITED PARCEL SVC INCUPS32,861$3.3M0.36%
73LOCKHEED MARTIN CORPLMT6,869$3.2M0.34%
74WELLS FARGO & CO94974610138,876$3.1M0.33%
75MERCK & COMPANYMRK39,293$3.1M0.33%
76LEIDOS HLDGS INCLDOS18,137$2.9M0.31%
77CDW CORPCDW15,997$2.9M0.31%
78US BANCORP DEL 5.56 percentUSB-PS140,679$2.8M0.30%
79ENBRIDGE INCENNPF61,279$2.8M0.30%
80PNC FINANCIAL CORP69347510514,813$2.8M0.30%
81CSX CORPCSX78,331$2.6M0.27%
82ROCHE HLDG LTD ADR77119510461,696$2.5M0.27%
83QUALCOMM INCQCOM15,552$2.5M0.27%
84METLIFE INC 4.0 percent PFDMET-PF105,128$2.4M0.26%
85NORFOLK SOUTHERN CORP6558441088,341$2.1M0.23%
86COLGATE PALMOLIVE COCL23,387$2.1M0.23%
87SIMON PPTY GROUP INC82880610912,450$2.0M0.22%
88BANK OF AMERICA PFD D06050562594,020$1.9M0.20%
89DUKE ENERGY CORPORATIDUKB15,703$1.9M0.20%
90TRANE TECHNOLOGIES PLTT4,158$1.8M0.20%
91AUTOMATIC DATA PROCESADP5,604$1.7M0.19%
92NETFLIX COM INCNFLX1,289$1.7M0.19%
93AFLAC INCAFL16,255$1.7M0.18%
94BRISTOL MYERS SQUIBBCELG-RI34,372$1.6M0.17%
95CATERPILLAR INCCAT4,000$1.6M0.17%
96CONSTELLATION BRANDSSTZ9,163$1.5M0.16%
97RAYMOND JAMES FINANCI7547301099,704$1.5M0.16%
98FEDEX CORPFDX6,252$1.4M0.15%
99PFIZER INCPFE56,913$1.4M0.15%
100DIAMONDBACK ENERGY INFANG9,610$1.3M0.14%
101VULCAN MATLS CO COM9291601094,936$1.3M0.14%
102ALLSTATE CORPALL-PJ6,253$1.3M0.14%
103PHILLIPS 66PSX10,249$1.2M0.13%
104WALT DISNEY COMPANY2546871068,753$1.1M0.12%
105SOUTHERN COSOMN11,744$1.1M0.12%
106UNILEVER PLC ADRUNLYF17,295$1.1M0.11%
107AMPHENOL CORP CL A0320951019,825$970,2190.10%
108MARATHON PETE CORPMARA5,780$960,1160.10%
109BLACKROCK INC COMBLK911$955,8670.10%
110LINDE PLC SHSLIN2,021$948,2130.10%
111NXP SEMICONDUCTORS NNXPI4,215$920,9350.10%
112EMERSON ELECTRIC COEMR6,868$915,7100.10%
113CIGNA CORP NEW COM1255231002,727$901,4920.10%
114CARRIER GLOBAL CORPORCARR12,109$886,2580.10%
115VERIZON COMMUNICATIONVZ20,441$884,4820.10%
116GOLDMAN SACHS GROUP IGSCE1,225$866,9940.09%
117AMENTUM HOLDINGS INCAMTM36,058$851,3290.09%
118NISOURCE INCNI20,900$843,1060.09%
119MCCORMICK & CO INCMKC-V11,061$838,6450.09%
120PRUDENTIAL FINL INCPUKPF7,650$821,9320.09%
121MORGAN STANLEY PFD AMS-PQ36,795$784,8370.08%
122APPLIED MATLS INC0382221054,268$781,3430.08%
123BERKSHIRE HATHAWAY INBRK-A1$728,8000.08%
124GE AEROSPACE3696043012,768$712,4560.08%
125MILLROSE PROPERTIES I60113710224,119$687,6330.07%
126WELLTOWER INCWELL4,425$680,2550.07%
127BK OF AMERICA CORP PFBAC-PS30,100$622,6520.07%
128ILLINOIS TOOL WORKS I4523081092,514$621,5870.07%
129ROPER INDS INC NEW COROP1,090$617,8560.07%
130A T & T INC (NEW)T-PC21,306$616,5960.07%
131VERALTO CORPVLTO5,892$594,8180.06%
132PROLOGIS INC COMPLDGP5,485$576,5830.06%
133CONOCOPHILLIPSCOP6,277$563,2980.06%
134KIMBERLY CLARK CORPKMB4,355$561,4470.06%
135TEXAS INSTRUMENTS INC8825081042,704$561,4040.06%
136VICTORY PORTFOLIOS II90328740719,735$558,5080.06%
137ALTRIA GROUP INCMO9,434$553,1150.06%
138VANGUARD/WELLINGTON F9219352017,067$551,5800.06%
139CDN IMPERIAL BK COMMCNDIF7,614$539,3000.06%
140COMCAST CORP NEW CL ACCZ15,047$537,0270.06%
141AMERICAN ELECTRIC POW0255371014,975$516,2060.06%
142CHUBB LIMITEDCB1,735$502,6640.05%
143PPG INDUSTRIES INC6935061074,400$500,5000.05%
144TRUIST FINANCIAL CORP89832Q10911,590$498,2540.05%
145GOLDMAN SACHS GROUP I38144G80423,850$494,8880.05%
146STARBUCKS CORPSBUX5,355$490,6790.05%
147MARSH & MCLENNAN COS5717481022,123$464,1730.05%
148FIDELITY NATIONAL FINFNF8,074$452,6280.05%
149HERSHEY FOODS CORPHSY2,700$448,0650.05%
150DOVER CORPDOV2,367$433,7050.05%
151UBER TECHNOLOGIES INCUBER4,500$419,8500.05%
152CVS HEALTH CORP.CVS5,452$376,0790.04%
153GLOBE LIFE INCGL-PD3,000$372,8700.04%
154TORONTO DOMINION BK OTORO5,065$372,0240.04%
155GE VERNOVA INCGEV699$369,8760.04%
156SCHWAB S&P 500 INDEX8085098553,622$347,1940.04%
157CHURCH & DWIGHT CO.CHD3,600$345,9960.04%
158OTIS WORLDWIDE CORP COTIS3,346$331,3210.04%
159DIAGEO PLCDGEAF3,270$329,7760.04%
160DARDEN RESTAURANTS INDRI1,500$326,9550.04%
1613M CO.MMM2,143$326,2500.04%
162AMERICAN FUNDS WASHIN9393308254,960$316,3680.03%
163BLACKSTONE GROUP INCBX2,109$315,4640.03%
164AMERICAN BALANCED FD0240711028,389$307,8000.03%
165MCCORMICK & CO INC COMKC-V4,000$302,0380.03%
166AGNICO EAGLE MINES LTAEM2,500$297,3250.03%
167VANGUARD US GROWTH FU9219106001,448$290,5770.03%
168ASML HOLDING N V N YASMLF352$282,0890.03%
169FRANKLIN MANAGED TR R3538258052,925$275,0200.03%
170INTERNATIONAL PAPER C4601461035,825$272,7850.03%
171ALAMOS GOLD INC NEW CAGI10,000$265,6000.03%
172SPROTT PHYSICAL GOLDSII10,000$253,5000.03%
173PPL CORPPPLC7,264$246,1770.03%
174SANDOZ GROUP AG SPONS7999261004,442$242,3010.03%
175FRANKLIN CUSTODIAN FD35349663198,774$237,0580.03%
176STATE STREET CORPSTT-PG2,200$233,9480.03%
177VANGUARD BD INDEX FDS9219376862,761$231,3640.02%
178FS KKR CAPITAL CORP CFSK11,124$230,8230.02%
179EMERA INC COMEMRJF4,771$218,6070.02%
180TRACTOR SUPPLY COTSCO4,125$217,6760.02%
181FIDELITY 500 INDEX FU3159117501,004$216,9520.02%
182VANGUARD CHARLOTTE FD92203J30810,789$212,9720.02%
183VANGUARD MUN BD FD IN92290786019,990$209,8910.02%
184REGIONS FINANCIAL CORRF-PF8,809$207,1880.02%
185VANGUARD BD INDEX FDS9219377364,956$206,8570.02%
186F M C CORP COMFMC4,916$205,2430.02%
187CAPITAL WORLD GROWTH1405431092,867$203,9340.02%
188FACTSET RESH SYS303075105450$201,2760.02%
189ZETA GLOBAL HOLDINGSZETA12,600$195,1740.02%
190VANGUARD PA TAX FREE92204L30216,815$175,5520.02%
191VANGUARD INT-TERM INV92203181017,585$154,9200.02%