Jeffrey Kachel

Tower Bridge Advisors

Assets Managed

$1.035B

Holdings

221

Last Quarter

2026 - Q1

Filed Date

23d ago

Growth Rate

4.57%(2Q avg: 1.73%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Tower Bridge Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 221 positions.

Assets under management

The assets under management (AUM) of Tower Bridge Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.035B in assets, with a quarterly growth rate of 4.57% and a 2-quarter average growth rate of 1.73%. The portfolio is managed by Jeffrey Kachel, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Increased 1.69%	5.25%	$54.348M 214,146 shares@ $253.8 avg price	Increased 1.69%
GOOG Alphabet Inc-cl C Recent Activity Decreased -0.85%	5.15%	$53.22M 185,528 shares@ $286.86 avg price	Decreased -0.85%
MSFT Microsoft Corp Recent Activity Increased 1.34%	5.14%	$53.185M 143,677 shares@ $370.17 avg price	Increased 1.34%
AVGO Broadcom Inc Recent Activity Decreased -0.43%	3.99%	$41.254M 133,287 shares@ $309.51 avg price	Decreased -0.43%
JPM Jpmorgan Chase & Co Recent Activity Increased 1.2%	3.57%	$36.926M 125,531 shares@ $294.16 avg price	Increased 1.2%
LRCX Lam Research Corp Recent Activity Decreased -20.04%	2.21%	$22.844M 106,918 shares@ $213.67 avg price	Decreased -20.04%
ORCL Oracle Corp Recent Activity Increased 0.32%	2.12%	$21.863M 148,613 shares@ $147.12 avg price	Increased 0.32%
JNJ Johnson & Johnson Recent Activity Increased 1.65%	2.11%	$21.816M 89,249 shares@ $244.45 avg price	Increased 1.65%
MCD Mcdonald's Corp Recent Activity Increased 1%	1.98%	$20.479M 65,893 shares@ $310.8 avg price	Increased 1%
RTX Rtx Corp Recent Activity Increased 2.52%	1.96%	$20.282M 105,144 shares@ $192.91 avg price	Increased 2.52%

1-10 of 221