TOWER BRIDGE ADVISORS

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CIK 1278249

13F portfolio (2026-Q1)

$1.0B

Positions

221

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

221

Top 5

23.1%

Top 10

33.4%

Effective N

54.0

HHI

0.019

This quarter

59 new · 0 exit →

By sector

Information Technology22.3%

Industrials16.9%

Financials14.3%

Communication Services9.1%

Health Care8.5%

Unclassified8.1%

Consumer Discretionary7.3%

Utilities3.7%

Other9.8%

By market cap

Mega (>$200B)52.8%

Large ($10–200B)37.1%

Unknown9.8%

Mid ($2–10B)0.3%

Small ($300M–2B)0.1%

By region

North America90.7%

Other8.1%

Europe1.2%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	8.65%	55
Software & IT Services	8.15%	5
Technology Hardware & Equipment	8.13%	9
Software	7.30%	4
Pharmaceuticals & Biotechnology	6.27%	9
Semiconductors & Semiconductor Equipment	5.95%	7
Banks	5.25%	10
Machinery	5.22%	9
Commercial Services & Supplies	4.72%	7
Specialty Retail	4.71%	6
Capital Markets	4.36%	9
Aerospace & Defense	3.85%	5
Utilities	3.74%	11
Oil, Gas & Consumable Fuels	3.69%	7
Construction & Engineering	3.05%	5
Insurance	2.39%	11
Beverages	2.34%	2
Chemicals	2.32%	7
Hotels, Restaurants & Leisure	2.02%	2
Road & Rail	1.67%	4
Life Sciences Tools & Services	1.23%	2
Diversified Telecommunication Services	1.14%	3
Health Care Equipment & Supplies	0.96%	3
Distributors	0.59%	2
Equity Real Estate Investment Trusts (REITs)	0.43%	5
Food Products	0.43%	3
Electrical Equipment & Components	0.30%	3
Tobacco	0.23%	2
Communications Equipment	0.18%	1
Media & Entertainment	0.17%	3
Metals & Mining	0.13%	3
Construction Materials	0.13%	1
Airlines	0.10%	1
Entertainment	0.06%	1
Real Estate Management & Development	0.06%	1
Paper & Forest Products	0.06%	2
Industrial Conglomerates	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	5.25%
2	GOOG	Alphabet Inc.	Communication Services	5.14%
3	MSFT	MICROSOFT CORP	Information Technology	5.14%
4	AVGO	Broadcom Inc.	Information Technology	3.98%
5	JPM	JPMORGAN CHASE & CO	Financials	3.57%
6	LRCX	LAM RESEARCH CORP	Industrials	2.21%
7	ORCL	ORACLE CORP	Information Technology	2.11%
8	JNJ	JOHNSON & JOHNSON	Health Care	2.11%
9	MCD	MCDONALDS CORP	Consumer Discretionary	1.98%
10	RTX	RTX Corp	Industrials	1.96%

167/221 names classified · sector 91.9% of weight · industry 91.4% · mkt cap 90.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyMSFT, AAPL, ORCL, AVGO, LDOS · other

IndustrialsACN, MMM, J, UPS, LRCX · other

FinancialsV, JPM, AON, STT, UNH · other

Health CareJNJ, BDX, IQV, NVS, BMY · other

Communication ServicesGOOG, GOOGL, VZ, DIS, T · other

Consumer DiscretionaryMCD, WMT, LOW, WHR, GWW · other

Consumer StaplesPEP, CVS, DEO, KO, MDLZ · other

EnergyXOM, CVX, SLB, ENB, HAL · other

MaterialsPG, CL, NKE, APD, FBIN · other

UtilitiesEPD, NEE, OKE, KMI, DUK · other

Real EstateDLR, CCI, SPG, WY, PLD · other

UnclassifiedJACOBS ENGR GROUP INC DEL, Becton, Dickinson and Company, Apple Computer, GOOGLE INC, JOHNSON CTLS INC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 91.9% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (152 classified)TOWER BRIDGE ADVISORS centroid (Large Core)

Information TechnologyIndustrialsFinancialsCommunication ServicesHealth CareConsumer DiscretionaryEnergyUtilitiesConsumer StaplesMaterialsReal Estate

Style box summary for TOWER BRIDGE ADVISORS: centroid Large Core. Heaviest cells: Large Growth 34.2%, Large Core 25.3%, Large Value 18.7%.

Classified: 88.9% of book weight (152/221 names) · unclassified 11.1%: VOO, NVS, SCHD, VEU, BRK.B, SPY, VO, EPD, ENB, VIG +59 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 221 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	214,146	$54M	5.2%	HOLD
2	GOOGALPHABET INC	185,528	$53M	5.1%	HOLD
3	MSFTMICROSOFT CORP	143,677	$53M	5.1%	HOLD
4	AVGOBROADCOM INC	133,287	$41M	4.0%	HOLD
5	JPMJPMORGAN CHASE & CO	125,531	$37M	3.6%	HOLD
6	LRCXLAM RESEARCH CORP	106,918	$23M	2.2%	TRIM −20%
7	ORCLORACLE CORP	148,613	$22M	2.1%	HOLD
8	JNJJOHNSON & JOHNSON	89,249	$22M	2.1%	HOLD
9	MCDMCDONALDS CORP	65,893	$20M	2.0%	HOLD
10	RTXRTX CORPORATION	105,144	$20M	2.0%	ADD 3%
11	VOOVANGUARD INDEX FDS	31,158	$19M	1.8%	NEW
12	VVISA INC	59,330	$18M	1.7%	HOLD
13	XOMEXXON MOBIL CORP	101,469	$17M	1.7%	ADD 3%
14	GOOGLALPHABET INC	54,515	$16M	1.5%	HOLD
15	JJACOBS SOLUTIONS INC	120,052	$15M	1.5%	HOLD
16	ICEINTERCONTINENTAL EXCHANGE IN	90,289	$14M	1.4%	HOLD
17	PEPPEPSICO INC	87,426	$14M	1.3%	ADD 3%
18	ETNEATON CORP PLC	37,865	$14M	1.3%	HOLD
19	TMOTHERMO FISHER SCIENTIFIC INC	27,200	$13M	1.3%	ADD 4%
20	CVXCHEVRON CORP NEW	56,765	$12M	1.1%	ADD 4%
21	SCHWSCHWAB CHARLES CORP	123,790	$12M	1.1%	ADD 4%
22	AMZNAMAZON COM INC	55,692	$12M	1.1%	ADD 10%
23	DUKDUKE ENERGY CORP NEW	88,104	$12M	1.1%	ADD 13%
24	PGPROCTER AND GAMBLE CO	79,548	$11M	1.1%	HOLD
25	ACNACCENTURE PLC IRELAND	57,573	$11M	1.1%	HOLD
26	IQVIQVIA HLDGS INC	66,262	$11M	1.1%	HOLD
27	METAMETA PLATFORMS INC	19,631	$11M	1.1%	HOLD
28	NVSNOVARTIS AG	71,531	$11M	1.1%	HOLD
29	LOWLOWES COS INC	46,189	$11M	1.1%	HOLD
30	AONAON PLC	33,476	$11M	1.0%	HOLD
31	KOCOCA COLA CO	140,362	$11M	1.0%	HOLD
32	TMUST-MOBILE US INC	50,312	$11M	1.0%	HOLD
33	TOLTOLL BROTHERS INC	75,591	$10M	1.0%	HOLD
34	COSTCOSTCO WHSL CORP NEW	10,146	$10M	1.0%	HOLD
35	NEENEXTERA ENERGY INC	102,289	$10M	0.9%	ADD 2%
36	NVDANVIDIA CORPORATION	52,285	$9M	0.9%	ADD 9%
37	PHPARKER-HANNIFIN CORP	9,759	$9M	0.8%	HOLD
38	ABBVABBVIE INC	39,323	$9M	0.8%	HOLD
39	WMTWALMART INC	64,974	$8M	0.8%	ADD 11%
40	MCOMOODYS CORP	17,997	$8M	0.8%	ADD 11%
41	HONHONEYWELL INTL INC	34,038	$8M	0.7%	ADD 6%
42	OKEONEOK INC NEW	84,916	$8M	0.7%	HOLD
43	SCHDSCHWAB STRATEGIC TR	247,554	$8M	0.7%	NEW
44	LHXL3HARRIS TECHNOLOGIES INC	21,633	$7M	0.7%	HOLD
45	CMECME GROUP INC	25,233	$7M	0.7%	HOLD
46	ADIANALOG DEVICES INC	22,994	$7M	0.7%	ADD 6%
47	VEUVANGUARD INTL EQUITY INDEX F	95,235	$7M	0.7%	NEW
48	DHRDANAHER CORP DEL	37,511	$7M	0.7%	TRIM −5%
49	HDHOME DEPOT INC	20,490	$7M	0.7%	HOLD
50	WMWASTE MGMT INC DEL	29,302	$7M	0.7%	ADD 38%
51	UPSUNITED PARCEL SERVICE INC	66,288	$7M	0.6%	ADD 126%
52	LLYELI LILLY & CO	6,681	$6M	0.6%	HOLD
53	BRK.BBERKSHIRE HATHAWAY INC DEL	12,426	$6M	0.6%	HOLD
54	WSOWATSCO INC	16,196	$6M	0.6%	ADD 2%
55	BDXBECTON DICKINSON & CO	37,285	$6M	0.6%	HOLD
56	SPYSTATE STR SPDR S&P 500 ETF T	8,879	$6M	0.6%	NEW
57	VOVANGUARD INDEX FDS	18,929	$5M	0.5%	NEW
58	AMGNAMGEN INC	15,175	$5M	0.5%	ADD 4%
59	LINLINDE PLC	10,611	$5M	0.5%	ADD 6%
60	AXPAMERICAN EXPRESS CO	17,349	$5M	0.5%	ADD 3%
61	TPLTEXAS PACIFIC LAND CORPORATI	11,009	$5M	0.5%	HOLD
62	ABTABBOTT LABS	49,880	$5M	0.5%	ADD 6%
63	UNPUNION PAC CORP	21,017	$5M	0.5%	HOLD
64	EPDENTERPRISE PRODS PARTNERS L	129,635	$5M	0.5%	TRIM −2%
65	LENLENNAR CORP	56,030	$5M	0.5%	HOLD
66	CSCOCISCO SYS INC	57,317	$4M	0.4%	HOLD
67	MRKMERCK & CO INC	35,251	$4M	0.4%	HOLD
68	LMTLOCKHEED MARTIN CORP	6,919	$4M	0.4%	HOLD
69	APDAIR PRODS & CHEMS INC	14,212	$4M	0.4%	HOLD
70	DEDEERE & CO	7,284	$4M	0.4%	TRIM −8%
71	BROBROWN & BROWN INC	61,416	$4M	0.4%	TRIM −10%
72	TRVTRAVELERS COMPANIES INC	13,566	$4M	0.4%	HOLD
73	ENBENBRIDGE INC	72,418	$4M	0.4%	ADD 11%
74	BACBANK AMERICA CORP	76,628	$4M	0.4%	ADD 3%
75	SPGIS&P GLOBAL INC	8,589	$4M	0.4%	HOLD
76	MDLZMONDELEZ INTL INC	59,518	$3M	0.3%	HOLD
77	AMPAMERIPRISE FINL INC	7,399	$3M	0.3%	HOLD
78	CSXCSX CORP	79,388	$3M	0.3%	HOLD
79	WFCWELLS FARGO CO NEW	40,926	$3M	0.3%	HOLD
80	MDTMEDTRONIC PLC	37,203	$3M	0.3%	HOLD
81	LDOSLEIDOS HOLDINGS INC	20,226	$3M	0.3%	HOLD
82	PNCPNC FINL SVCS GROUP INC	14,695	$3M	0.3%	HOLD
83	CATCATERPILLAR INC	4,000	$3M	0.3%	HOLD
84	VIGVANGUARD SPECIALIZED FUNDS	12,368	$3M	0.3%	NEW
85	RSPINVESCO EXCHANGE TRADED FD T	13,596	$3M	0.3%	NEW
86	IBMINTERNATIONAL BUSINESS MACHS	10,038	$2M	0.2%	TRIM −9%
87	NSCNORFOLK SOUTHN CORP	8,338	$2M	0.2%	HOLD
88	SPGSIMON PPTY GROUP INC NEW	12,675	$2M	0.2%	HOLD
89	SCHMSCHWAB STRATEGIC TR	70,226	$2M	0.2%	NEW
90	IVVISHARES TR	3,266	$2M	0.2%	NEW
91	VBVANGUARD INDEX FDS	7,683	$2M	0.2%	NEW
92	CLCOLGATE PALMOLIVE CO	22,487	$2M	0.2%	HOLD
93	QCOMQUALCOMM INC	14,787	$2M	0.2%	HOLD
94	PMPHILIP MORRIS INTL INC	11,389	$2M	0.2%	ADD 4%
95	VEAVANGUARD TAX-MANAGED FDS	27,108	$2M	0.2%	NEW
96	AFLAFLAC INC	15,722	$2M	0.2%	HOLD
97	PSXPHILLIPS 66	9,299	$2M	0.2%	TRIM −8%
98	APHAMPHENOL CORP	13,170	$2M	0.2%	ADD 32%
99	TTTRANE TECHNOLOGIES PLC	3,978	$2M	0.2%	TRIM −4%
100	SOSOUTHERN CO	17,079	$2M	0.2%	ADD 38%
101	IWRISHARES TR	16,576	$2M	0.2%	NEW
102	BMYBRISTOL-MYERS SQUIBB CO	26,448	$2M	0.2%	HOLD
103	MDYSPDR S&P MIDCAP 400 ETF TR	2,516	$2M	0.1%	NEW
104	WATWATERS CORP	4,748	$1M	0.1%	NEW
105	MPCMARATHON PETE CORP	5,778	$1M	0.1%	HOLD
106	VTIVANGUARD INDEX FDS	4,255	$1M	0.1%	NEW
107	CDWCDW CORP	11,185	$1M	0.1%	TRIM −10%
108	FANGDIAMONDBACK ENERGY INC	6,825	$1M	0.1%	TRIM −4%
109	VMCVULCAN MATLS CO	4,936	$1M	0.1%	HOLD
110	QQQINVESCO QQQ TR	2,287	$1M	0.1%	NEW
111	NINISOURCE INC	27,998	$1M	0.1%	ADD 6%
112	GEGE AEROSPACE	4,268	$1M	0.1%	TRIM −7%
113	NFLXNETFLIX INC	12,590	$1M	0.1%	TRIM −3%
114	ALLALLSTATE CORP	5,753	$1M	0.1%	HOLD
115	RJFRAYMOND JAMES FINL INC	8,059	$1M	0.1%	HOLD
116	PFEPFIZER INC	41,109	$1M	0.1%	TRIM −18%
117	ADPAUTOMATIC DATA PROCESSING IN	5,354	$1M	0.1%	HOLD
118	AMATAPPLIED MATLS INC	3,118	$1M	0.1%	ADD 24%
119	VWOVANGUARD INTL EQUITY INDEX F	19,371	$1M	0.1%	NEW
120	SCHESCHWAB STRATEGIC TR	30,052	$990,213	0.1%	NEW
121	FDXFEDEX CORP	2,767	$985,550	0.1%	TRIM −10%
122	GEVGE VERNOVA INC	1,109	$968,046	0.1%	TRIM −6%
123	BLKBLACKROCK INC	1,003	$964,595	0.1%	HOLD
124	IWDISHARES TR	4,500	$961,515	0.1%	NEW
125	AMTMAMENTUM HOLDINGS INC	35,698	$931,004	0.1%	ADD 4%
126	GSGOLDMAN SACHS GROUP INC	1,100	$930,589	0.1%	TRIM −10%
127	VONVVANGUARD SCOTTSDALE FDS	9,620	$901,779	0.1%	NEW
128	EMREMERSON ELEC CO	6,807	$891,853	0.1%	HOLD
129	XBISPDR SERIES TRUST	6,970	$890,278	0.1%	NEW
130	WELLWELLTOWER INC	4,425	$874,867	0.1%	HOLD
131	BSVVANGUARD BD INDEX FDS	11,157	$874,820	0.1%	NEW
132	NXPINXP SEMICONDUCTORS N V	4,355	$857,325	0.1%	HOLD
133	TIPISHARES TR	7,578	$836,308	0.1%	NEW
134	BSXBOSTON SCIENTIFIC CORP	13,250	$831,438	0.1%	ADD 19%
135	COPCONOCOPHILLIPS	6,277	$828,564	0.1%	HOLD
136	WMBWILLIAMS COS INC	10,864	$790,682	0.1%	ADD 118%
137	PLDPROLOGIS INC.	5,695	$752,765	0.1%	ADD 10%
138	QUALISHARES TR	3,900	$748,059	0.1%	NEW
139	GLDMWORLD GOLD TR	7,965	$738,276	0.1%	NEW
140	CITHE CIGNA GROUP	2,727	$727,427	0.1%	HOLD
141	IWYISHARES TR	2,900	$721,636	0.1%	NEW
142	CMCANADIAN IMPERIAL BANK OF CO	7,614	$721,427	0.1%	HOLD
143	BRK.ABERKSHIRE HATHAWAY INC DEL	1	$718,140	0.1%	HOLD
144	VVVANGUARD INDEX FDS	2,368	$707,677	0.1%	NEW
145	VZVERIZON COMMUNICATIONS INC	13,668	$686,133	0.1%	TRIM −13%
146	DISDISNEY WALT CO	6,928	$667,721	0.1%	TRIM −19%
147	AEPAMERICAN ELEC PWR CO INC	4,975	$652,123	0.1%	HOLD
148	MRPMILLROSE PPTYS INC	23,174	$648,877	0.1%	HOLD
149	ULUNILEVER PLC	10,994	$626,328	0.1%	TRIM −21%
150	IJHISHARES TR	9,220	$622,627	0.1%	NEW
151	UNHUNITEDHEALTH GROUP INC	2,265	$612,903	0.1%	HOLD
152	AEMAGNICO EAGLE MINES LTD	3,000	$608,940	0.1%	ADD 20%
153	TAT&T INC	20,598	$597,136	0.1%	TRIM −6%
154	GLDSPDR GOLD TR	1,380	$593,800	0.1%	NEW
155	CARRCARRIER GLOBAL CORPORATION	10,359	$583,315	0.1%	TRIM −10%
156	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	19,727	$574,648	0.1%	NEW
157	CCSCENTURY CMNTYS INC	10,000	$573,800	0.1%	NEW
158	PRUPRUDENTIAL FINL INC	5,750	$561,732	0.1%	TRIM −22%
159	HSYHERSHEY CO	2,700	$561,303	0.1%	HOLD
160	AGIALAMOS GOLD INC NEW	12,500	$555,375	0.1%	ADD 25%
161	PFFISHARES TR	17,575	$532,874	0.1%	NEW
162	VOTVANGUARD INDEX FDS	2,059	$529,884	0.1%	NEW
163	MOALTRIA GROUP INC	7,684	$507,067	0.0%	TRIM −18%
164	ITWILLINOIS TOOL WKS INC	1,914	$498,195	0.0%	TRIM −24%
165	MTHMERITAGE HOMES CORP	8,000	$494,720	0.0%	NEW
166	DOVDOVER CORP	2,367	$493,401	0.0%	HOLD
167	TDTORONTO DOMINION BK ONT	5,065	$472,615	0.0%	HOLD
168	SMHVANECK ETF TRUST	1,232	$472,349	0.0%	NEW
169	TFCTRUIST FINL CORP	10,190	$468,434	0.0%	ADD 30%
170	PHYSSprott Physical Gold Trust	13,101	$464,299	0.0%	ADD 31%
171	IWXISHARES TR	4,900	$454,083	0.0%	NEW
172	MKCMCCORMICK & CO INC	8,986	$453,254	0.0%	TRIM −10%
173	SBUXSTARBUCKS CORP	5,020	$449,742	0.0%	HOLD
174	ASMLASML HOLDING N V	327	$431,911	0.0%	HOLD
175	USHYISHARES TR	11,360	$418,502	0.0%	NEW
176	GLGLOBE LIFE INC	3,000	$417,510	0.0%	HOLD
177	INDAISHARES TR	8,700	$407,508	0.0%	NEW
178	CBCHUBB LIMITED	1,228	$400,242	0.0%	HOLD
179	SCHASCHWAB STRATEGIC TR	13,400	$389,672	0.0%	NEW
180	CMCSACOMCAST CORP NEW	13,296	$381,728	0.0%	TRIM −3%
181	KMBKIMBERLY-CLARK CORP	3,855	$371,892	0.0%	HOLD
182	VLTOVERALTO CORP	4,200	$371,392	0.0%	TRIM −6%
183	VOEVANGUARD INDEX FDS	1,925	$354,739	0.0%	NEW
184	QQQMINVESCO EXCH TRADED FD TR II	1,492	$354,529	0.0%	NEW
185	SOLSSOLSTICE ADVANCED MATLS INC	4,579	$348,737	0.0%	TRIM −29%
186	IJRISHARES TR	2,747	$341,480	0.0%	NEW
187	TSMTAIWAN SEMICONDUCTOR MFG LTD	976	$329,839	0.0%	ADD 35%
188	ADBEADOBE INC	1,333	$324,026	0.0%	TRIM −13%
189	UBERUBER TECHNOLOGIES INC	4,500	$323,685	0.0%	HOLD
190	IUSVISHARES TR	3,000	$306,750	0.0%	NEW
191	IBTIISHARES TR	13,475	$300,263	0.0%	NEW
192	BXBLACKSTONE INC	2,609	$300,009	0.0%	HOLD
193	IBTHISHARES TR	13,375	$300,001	0.0%	NEW
194	PPGPPG INDS INC	2,800	$299,264	0.0%	HOLD
195	MRSHMARSH & MCLENNAN COS INC	1,716	$297,640	0.0%	TRIM −10%
196	VUGVANGUARD INDEX FDS	676	$295,270	0.0%	NEW
197	PPLPPL CORP	7,264	$277,485	0.0%	HOLD
198	XNEAXNUVEEN AMT FREE QLTY MUN INC	24,629	$276,584	0.0%	NEW
199	STTSTATE STR CORP	2,175	$275,268	0.0%	HOLD
200	VBRVANGUARD INDEX FDS	1,250	$271,563	0.0%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

232K

229K

223K

219K

211K

214K

$54M

GOOGALPHABET INC

201K

199K

196K

194K

187K

186K

$53M

MSFTMICROSOFT CORP

161K

157K

153K

150K

142K

144K

$53M

AVGOBROADCOM INC

143K

140K

139K

134K

133K

$41M

JPMJPMORGAN CHASE & CO

132K

131K

127K

126K

124K

126K

$37M

LRCXLAM RESEARCH CORP

39K

141K

139K

137K

134K

107K

$23M

ORCLORACLE CORP

190K

185K

176K

162K

148K

149K

$22M

JNJJOHNSON & JOHNSON

99K

97K

92K

88K

89K

$22M

MCDMCDONALDS CORP

69K

68K

67K

65K

66K

$20M

RTXRTX CORPORATION

109K

107K

106K

103K

105K

$20M

VOOVANGUARD INDEX FDS

—

31K

$19M

VVISA INC

65K

63K

61K

59K

$18M

XOMEXXON MOBIL CORP

102K

99K

100K

99K

101K

$17M

GOOGLALPHABET INC

62K

59K

56K

55K

$16M

JJACOBS SOLUTIONS INC

127K

123K

122K

118K

120K

$15M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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