TOWER BRIDGE ADVISORS

données du 30/09/2025

Capitalisation

$ 1.001 B 7.64 %

Période de détention moyenne

28 ans

Performance

$ 1.653 B 201.13 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans TOWER BRIDGE ADVISORS

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 7.77% 77.834 M $ 150273 2013/06/30 3.138 M $ 4.13 %
2025/09/30 AAPL APPLE INC 5.56% 55.717 M $ 218817 2013/06/30 11.017 M $ 24.11 %
2025/09/30 GOOG ALPHABET CLASS C 4.73% 47.334 M $ 194352 2015/12/31 12.949 M $ 37.30 %
2025/09/30 AVGO BROADCOM INC COM 4.59% 45.987 M $ 139392 2020/12/31 7.594 M $ 19.68 %
2025/09/30 ORCL ORACLE SYS CORP 4.55% 45.560 M $ 161998 2013/06/30 10.999 M $ 28.64 %
2025/09/30 JPM J P MORGAN CHASE & CO 3.98% 39.880 M $ 126432 2013/06/30 3.236 M $ 8.80 %
2025/09/30 V VISA INC 2.06% 20.674 M $ 60561 2013/06/30 -854.990 K $ -3.85 %
2025/09/30 MCD MCDONALD'S CORP 2.04% 20.396 M $ 67116 2013/06/30 785.919 K $ 4.01 %
2025/09/30 LRCX LAM RESEARCH CORP 1.83% 18.352 M $ 137057 2024/12/31 5.065 M $ 37.56 %
2025/09/30 J JACOBS SOLUTIONS INC 1.83% 18.346 M $ 122418 2022/09/30 2.248 M $ 14.01 %
2025/09/30 RTX RTX CORPORATION 1.77% 17.694 M $ 105746 2023/06/30 2.272 M $ 14.59 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.70% 17.067 M $ 92048 2013/06/30 3.018 M $ 21.39 %
2025/09/30 ACN ACCENTURE PLC 1.50% 14.985 M $ 60766 2013/06/30 -3.226 M $ -17.49 %
2025/09/30 META META PLATFORMS INC 1.44% 14.456 M $ 19684 2013/06/30 -72.396 K $ -0.50 %
2025/09/30 GOOGL ALPHABET CLASS A 1.35% 13.550 M $ 55738 2015/12/31 3.922 M $ 37.94 %
2025/09/30 ETN EATON CORP PLC SHS 1.35% 13.541 M $ 36181 2020/12/31 627.677 K $ 4.83 %
2025/09/30 ICE INTERCONTINENTAL EXCH 1.31% 13.075 M $ 77603 2015/12/31 -651.015 K $ -8.17 %
2025/09/30 IQV IQVIA HOLDINGS INC 1.30% 12.973 M $ 68298 2017/12/31 2.215 M $ 20.53 %
2025/09/30 TMO THERMO FISHER SCIENTI 1.28% 12.807 M $ 26405 2013/06/30 2.110 M $ 19.62 %
2025/09/30 AON AON PLC SHS CL A 1.26% 12.581 M $ 35282 2020/09/30 -7.309 K $ -0.05 %
2025/09/30 TMUS T MOBILE US INC 1.24% 12.417 M $ 51870 2019/09/30 59.780 K $ 0.47 %
2025/09/30 PG PROCTER & GAMBLE CO 1.24% 12.401 M $ 80711 2013/06/30 -459.133 K $ -3.56 %
2025/09/30 PEP PEPSICO INC 1.24% 12.385 M $ 88186 2013/06/30 768.852 K $ 6.36 %
2025/09/30 LOW LOWE'S COS INC 1.17% 11.737 M $ 46702 2013/06/30 1.377 M $ 13.27 %
2025/09/30 SCHW SCHWAB CHARLES CORP 1.16% 11.575 M $ 121243 2015/06/30 524.638 K $ 4.64 %
2025/09/30 XOM EXXON MOBIL 1.12% 11.233 M $ 99628 2013/06/30 491.713 K $ 4.59 %
2025/09/30 TOL TOLL BROTHERS INC 1.09% 10.949 M $ 79262 2013/12/31 1.900 M $ 21.04 %
2025/09/30 AMZN AMAZON COM INC 1.09% 10.908 M $ 49681 2013/06/30 8.888 K $ 0.08 %
2025/09/30 KO COCA COLA CO. 1.01% 10.064 M $ 151753 2013/06/30 -669.306 K $ -6.26 %
2025/09/30 COST COSTCO WHOLESALE 0.98% 9.862 M $ 10654 2013/06/30 -624.257 K $ -6.50 %
2025/09/30 BRO BROWN & BROWN INC 0.98% 9.861 M $ 105138 2018/12/31 -780.436 K $ -15.41 %
2025/09/30 NVS NOVARTIS ADR 0.94% 9.405 M $ 73338 2013/06/30 537.507 K $ 5.97 %
2025/09/30 ABBV ABBVIE INC 0.93% 9.286 M $ 40105 2013/06/30 1.842 M $ 24.74 %
2025/09/30 NVDA NVIDIA CORP 0.89% 8.895 M $ 47675 2015/12/31 1.350 M $ 18.10 %
2025/09/30 DHR DANAHER CORP 0.89% 8.888 M $ 44828 2013/06/30 32.901 K $ 0.36 %
2025/09/30 CVX CHEVRON CORP 0.88% 8.861 M $ 57061 2013/06/30 700.287 K $ 8.45 %
2025/09/30 HD HOME DEPOT INC 0.84% 8.396 M $ 20721 2013/06/30 808.509 K $ 10.51 %
2025/09/30 BDX BECTON DICKINSON & CO 0.80% 8.013 M $ 42813 2013/06/30 665.178 K $ 8.66 %
2025/09/30 MCO MOODYS CORP 0.79% 7.956 M $ 16697 2018/12/31 -430.937 K $ -5.01 %
2025/09/30 LEN LENNAR CORP 0.74% 7.364 M $ 58425 2016/03/31 913.486 K $ 13.95 %
2025/09/30 PH PARKER HANNIFIN CORP 0.72% 7.249 M $ 9561 2020/12/31 571.197 K $ 8.54 %
2025/09/30 NEE NEXTERA ENERGY INC 0.72% 7.195 M $ 95309 2013/06/30 587.509 K $ 8.74 %
2025/09/30 CME CME GROUP INC COM 0.69% 6.922 M $ 25620 2021/06/30 -140.289 K $ -1.97 %
2025/09/30 LHX L3 HARRIS TECHNOLOGIE 0.66% 6.622 M $ 21683 2019/09/30 1.183 M $ 21.75 %
2025/09/30 WMT WAL MART STORES INC 0.66% 6.578 M $ 63825 2013/06/30 337.524 K $ 5.40 %
2025/09/30 OKE ONEOK INC NEW 0.65% 6.522 M $ 89386 2016/06/30 -785.254 K $ -10.61 %
2025/09/30 WSO WATSCO INC 0.64% 6.416 M $ 15870 2022/06/30 -598.836 K $ -8.45 %
2025/09/30 HON HONEYWELL INTL INC 0.64% 6.395 M $ 30378 2013/06/30 -678.046 K $ -9.61 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY IN 0.62% 6.247 M $ 12426 2013/06/30 231.233 K $ 3.49 %
2025/09/30 ABT ABBOTT LABS 0.62% 6.232 M $ 46528 2013/06/30 -96.395 K $ -1.52 %
2025/09/30 AXP AMERICAN EXPRESS CO. 0.53% 5.332 M $ 16054 2013/06/30 220.224 K $ 4.13 %
2025/09/30 LIN LINDE PLC SHS 0.53% 5.277 M $ 11109 2023/03/31 11.762 K $ 1.24 %
2025/09/30 LLY LILLY, ELI AND CO 0.51% 5.147 M $ 6746 2020/12/31 -112.751 K $ -2.12 %
2025/09/30 ADI ANALOG DEVICES INC 0.51% 5.066 M $ 20619 2021/03/31 157.547 K $ 3.23 %
2025/09/30 UNP UNION PACIFIC CORP 0.49% 4.872 M $ 20612 2013/06/30 133.926 K $ 2.73 %
2025/09/30 WM WASTE MGMT INC DEL 0.46% 4.624 M $ 20938 2020/12/31 -167.310 K $ -3.49 %
2025/09/30 EPD ENTERPRISE PRODS PART 0.42% 4.194 M $ 134135 2013/06/30 35.733 K $ 0.84 %
2025/09/30 SPGI S&P GLOBAL INC COM 0.42% 4.192 M $ 8614 2021/03/31 -351.179 K $ -7.70 %
2025/09/30 AMGN AMGEN INC 0.42% 4.171 M $ 14782 2013/06/30 44.204 K $ 1.07 %
2025/09/30 GS-PA GOLDMAN SACHS GROUP I 0.40% 3.993 M $ 189169 2013/06/30 -9.226 K $ -0.24 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.40% 3.975 M $ 63624 2013/06/30 -322.065 K $ -7.37 %
2025/09/30 CSCO CISCO SYSTEMS INC 0.40% 3.958 M $ 57852 2013/06/30 -55.538 K $ -1.38 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.39% 3.883 M $ 14237 2013/06/30 -132.992 K $ -3.31 %
2025/09/30 BAC BANK OF AMERICA CORP 0.38% 3.827 M $ 74178 2020/12/31 313.921 K $ 9.02 %
2025/09/30 MDT MEDTRONIC PLC 0.38% 3.780 M $ 39688 2015/03/31 330.773 K $ 9.26 %
2025/09/30 TRV TRAVELERS COMPANIES I 0.38% 3.759 M $ 13461 2023/06/30 153.743 K $ 4.37 %
2025/09/30 TPL TEXAS PACIFIC LAND CO 0.37% 3.682 M $ 3944 2021/03/31 -523.774 K $ -11.62 %
2025/09/30 AMP AMERIPRISE FINL INC 0.37% 3.659 M $ 7449 2020/12/31 -316.433 K $ -7.96 %
2025/09/30 DE DEERE & CO. 0.36% 3.605 M $ 7884 2016/12/31 -417.575 K $ -10.07 %
2025/09/30 WFC WELLS FARGO & CO 0.36% 3.577 M $ 42676 2013/06/30 143.841 K $ 4.62 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.34% 3.442 M $ 6894 2018/12/31 247.764 K $ 7.79 %
2025/09/30 LDOS LEIDOS HLDGS INC 0.34% 3.427 M $ 18136 2017/03/31 565.874 K $ 19.78 %
2025/09/30 IBM INT'L BUSINESS MACHIN 0.34% 3.399 M $ 12048 2013/06/30 -154.001 K $ -4.28 %
2025/09/30 ENB ENBRIDGE INC 0.32% 3.154 M $ 62504 2017/03/31 314.974 K $ 11.34 %
2025/09/30 MRK MERCK & COMPANY 0.30% 3.020 M $ 35983 2013/06/30 187.427 K $ 6.03 %
2025/09/30 PNC PNC FINANCIAL CORP 0.30% 2.976 M $ 14812 2013/06/30 214.936 K $ 7.78 %
2025/09/30 DUK DUKE ENERGY CORPORATI 0.29% 2.902 M $ 23452 2013/06/30 90.292 K $ 4.87 %
2025/09/30 CSX CSX CORP 0.28% 2.782 M $ 78331 2020/12/31 225.593 K $ 8.83 %
2025/09/30 USB-PH US BANCORP DEL 5.56 percent 0.28% 2.774 M $ 141616 2013/06/30 -68.932 K $ -2.44 %
2025/09/30 UPS UNITED PARCEL SVC INC 0.26% 2.615 M $ 31311 2020/09/30 -572.110 K $ -17.25 %
2025/09/30 MET-PA METLIFE INC 4.0 percent PFD 0.26% 2.575 M $ 107119 2013/06/30 90.410 K $ 3.71 %
2025/09/30 QCOM QUALCOMM INC 0.26% 2.573 M $ 15467 2013/06/30 110.419 K $ 4.46 %
2025/09/30 NSC NORFOLK SOUTHERN CORP 0.25% 2.505 M $ 8338 2013/06/30 370.674 K $ 17.36 %
2025/09/30 RHHBY ROCHE HLDG LTD ADR 0.24% 2.419 M $ 59239 2013/06/30 64.780 K $ 2.59 %
2025/09/30 SPG SIMON PPTY GROUP INC 0.24% 2.374 M $ 12650 2013/06/30 335.029 K $ 16.74 %
2025/09/30 CDW CDW CORP 0.22% 2.225 M $ 13972 2020/12/31 -308.902 K $ -10.81 %
2025/09/30 BML-PH BANK OF AMERICA PFD D 0.20% 1.960 M $ 95884 2021/09/30 40.428 K $ 2.15 %
2025/09/30 CAT CATERPILLAR INC 0.19% 1.909 M $ 4000 2013/06/30 355.760 K $ 22.91 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.18% 1.838 M $ 22987 2013/06/30 -256.321 K $ -12.06 %
2025/09/30 AFL AFLAC INC 0.18% 1.756 M $ 15722 2020/12/31 101.431 K $ 5.92 %
2025/09/30 TT TRANE TECHNOLOGIES PL 0.18% 1.755 M $ 4158 2020/09/30 -64.241 K $ -3.53 %
2025/09/30 RJF RAYMOND JAMES FINANCI 0.16% 1.650 M $ 9559 2013/06/30 186.607 K $ 12.54 %
2025/09/30 ADP AUTOMATIC DATA PROCES 0.16% 1.601 M $ 5454 2013/06/30 -83.499 K $ -4.83 %
2025/09/30 PM PHILIP MORRIS INTL IN 0.16% 1.576 M $ 9714 2025/09/30 0.000 $ 0.00 %
2025/09/30 NFLX NETFLIX COM INC 0.15% 1.545 M $ 1289 2021/06/30 -180.730 K $ -10.47 %
2025/09/30 VMC VULCAN MATLS CO COM 0.15% 1.518 M $ 4936 2024/03/31 231.004 K $ 17.94 %
2025/09/30 BMY BRISTOL MYERS SQUIBB 0.15% 1.499 M $ 33248 2013/06/30 -40.902 K $ -2.57 %
2025/09/30 PFE PFIZER INC 0.14% 1.429 M $ 56100 2013/06/30 70.572 K $ 5.12 %
2025/09/30 PSX PHILLIPS 66 0.14% 1.394 M $ 10248 2013/06/30 171.363 K $ 14.02 %
2025/09/30 GE GE AEROSPACE 0.14% 1.374 M $ 4568 2021/09/30 120.214 K $ 16.87 %