Tufton Capital Management — 13F Holdings & Portfolio
CIK 1055963 · latest 13F-HR filed 2026-05-12
Tufton Capital Management manages $549.7K in 13F-reported U.S. long-equity assets across 126 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MSFT (4.81%), GOOG (4.43%), AAPL (4.41%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 8 new positions, exited 4, added to 42, and trimmed 50.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$549.7K
Long-equity book
126
Distinct positions
2026-03-31
Filed 2026-05-12
+8 / −4 / ↑42 / ↓50
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CORNING INC COM$5.9K +36.7%
- EXXON MOBIL CORP COM$4.0K +38.9%
- CHEVRON CORPORATION COM$3.4K +33.7%
- CATERPILLAR INC COM$2.8K +19.9%
- LOCKHEED MARTIN CORP COM$2.0K +22.5%
Top Trims
- MICROSOFT CORP COM-$8.7K -24.8%
- CHESAPEAKE UTILS CORP COM-$7.4K -62.9%
- ALPHABET INC CAP STK CL C-$3.3K -12.0%
- APPLE INC COM-$3.1K -11.4%
- QUALCOMM INC COM-$3.0K -25.8%
New Positions
- VANGUARD INDEX FDS S&P 500 ETF$479
- DIMENSIONAL ETF TRUST US CORE$391
- DIMENSIONAL ETF TRUST US HIGH$248
- BROWN FORMAN CORP CL B$232
- DIMENSIONAL ETF TRUST US MKTWI$228
Exited Positions
- INTUIT INC$320
- MONGO DB INC$251
- MCCORMICK & CO INC COM VTG$213
- SALESFORCE COM INC$201
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MICROSOFT CORP COM | MSFT | 594918104 | $26.4K | 4.81% | 71,373 | SH |
| 2 | ALPHABET INC CAP STK CL C | GOOG | 02079K107 | $24.3K | 4.43% | 84,833 | SH |
| 3 | APPLE INC COM | AAPL | 037833100 | $24.2K | 4.41% | 95,460 | SH |
| 4 | CORNING INC COM | GLW | 219350105 | $22.0K | 4.00% | 161,795 | SH |
| 5 | JPMORGAN CHASE & CO COM | JPM | 46625H100 | $20.9K | 3.81% | 71,178 | SH |
| 6 | TJX COS INC NEW COM | TJX | 872540109 | $19.1K | 3.47% | 119,513 | SH |
| 7 | CATERPILLAR INC COM | CAT | 149123101 | $17.0K | 3.09% | 23,957 | SH |
| 8 | EXXON MOBIL CORP COM | XOM | 30231G102 | $14.4K | 2.62% | 84,890 | SH |
| 9 | AMAZON COM INC COM | AMZN | 023135106 | $14.3K | 2.59% | 68,432 | SH |
| 10 | CHEVRON CORPORATION COM | CVX | 166764100 | $13.6K | 2.47% | 65,676 | SH |
| 11 | RTX CORPORATION COM | RTX | 75513E101 | $13.5K | 2.45% | 69,868 | SH |
| 12 | JOHNSON & JOHNSON COM | JNJ | 478160104 | $13.3K | 2.41% | 54,238 | SH |
| 13 | MERCK & CO INC COM | MRK | 58933Y105 | $11.9K | 2.17% | 99,132 | SH |
| 14 | ABBVIE INC COM | ABBV | 00287Y109 | $11.8K | 2.14% | 54,133 | SH |
| 15 | LOCKHEED MARTIN CORP COM | LMT | 539830109 | $11.1K | 2.02% | 18,374 | SH |
| 16 | BANK AMERICA CORP COM | BAC | 060505104 | $11.0K | 2.01% | 226,397 | SH |
| 17 | CHUBB LTD SWITZ COM | CB | H1467J104 | $10.9K | 1.98% | 33,382 | SH |
| 18 | AUTOMATIC DATA PROCESSING INC | ADP | 053015103 | $10.2K | 1.85% | 50,155 | SH |
| 19 | NORFOLK SOUTHN CORP COM | NSC | 655844108 | $9.6K | 1.74% | 33,344 | SH |
| 20 | WELLS FARGO & CO COM | WFC | 949746101 | $9.4K | 1.70% | 117,636 | SH |
| 21 | EMERSON ELEC CO COM | EMR | 291011104 | $9.4K | 1.70% | 71,459 | SH |
| 22 | PROCTER & GAMBLE CO COM | PG | 742718109 | $9.1K | 1.65% | 62,973 | SH |
| 23 | QUALCOMM INC COM | QCOM | 747525103 | $8.7K | 1.58% | 67,297 | SH |
| 24 | TAIWAN SEMICONDUCTOR MANUFACT | TSM | 874039100 | $8.5K | 1.55% | 25,239 | SH |
| 25 | TARGET CORP COM | TGT | 87612E106 | $7.8K | 1.42% | 64,360 | SH |
| 26 | DIGITAL RLTY TR INC COM | DLR | 253868103 | $7.1K | 1.30% | 39,630 | SH |
| 27 | ABBOTT LABORATORIES COM | ABT | 002824100 | $6.8K | 1.23% | 65,869 | SH |
| 28 | PHILIP MORRIS INTL INC COM | PM | 718172109 | $6.6K | 1.19% | 39,652 | SH |
| 29 | NXP SEMICONDUCTORS N V COM | NXPI | N6596X109 | $6.5K | 1.18% | 32,861 | SH |
| 30 | INTERNATIONAL BUSINESS MACHS C | IBM | 459200101 | $6.4K | 1.16% | 26,218 | SH |
| 31 | ALPHABET INC CAP STK CL A | GOOGL | 02079K305 | $6.1K | 1.11% | 21,263 | SH |
| 32 | MONDELEZ INTL INC CL A | MDLZ | 609207105 | $5.9K | 1.08% | 102,907 | SH |
| 33 | MEDTRONIC PLC SHS | MDT | G5960L103 | $5.6K | 1.01% | 64,213 | SH |
| 34 | DUKE ENERGY CORP NEW COM NEW | DUK | 26441C204 | $5.5K | 1.01% | 42,285 | SH |
| 35 | ELI LILLY & CO COM | LLY | 532457108 | $5.3K | 0.97% | 5,815 | SH |
| 36 | ZOETIS INC CL A | ZTS | 98978V103 | $5.3K | 0.97% | 45,091 | SH |
| 37 | DANAHER CORP DEL COM | DHR | 235851102 | $5.3K | 0.96% | 27,795 | SH |
| 38 | CARRIER GLOBAL CORPORATION COM | CARR | 14448C104 | $5.1K | 0.92% | 90,085 | SH |
| 39 | ISHARES TR CORE S&P500 ETF | IVV | 464287200 | $4.9K | 0.89% | 7,501 | SH |
| 40 | UNITED PARCEL SVCS INC CL B | UPS | 911312106 | $4.7K | 0.86% | 48,279 | SH |
| 41 | PEPSICO INC COM | PEP | 713448108 | $4.6K | 0.83% | 29,549 | SH |
| 42 | COCA COLA CO COM | KO | 191216100 | $4.5K | 0.83% | 59,719 | SH |
| 43 | CHESAPEAKE UTILS CORP COM | CPK | 165303108 | $4.4K | 0.80% | 34,675 | SH |
| 44 | 3M CO COM | MMM | 88579Y101 | $4.4K | 0.79% | 30,059 | SH |
| 45 | CROWN CASTLE INC COM | CCI | 22822V101 | $4.1K | 0.75% | 50,937 | SH |
| 46 | VERIZON COMMUNICATIONS INC COM | VZ | 92343V104 | $4.1K | 0.75% | 81,721 | SH |
| 47 | DISNEY WALT CO COM | DIS | 254687106 | $3.9K | 0.72% | 40,916 | SH |
| 48 | STATE STR SPDR DOW JONES INDL | DIA | 78467X109 | $3.9K | 0.71% | 8,454 | SH |
| 49 | BRISTOL-MYERS SQUIBB CO COM | BMY | 110122108 | $3.9K | 0.71% | 64,370 | SH |
| 50 | NIKE INC CL B | NKE | 654106103 | $3.6K | 0.66% | 68,815 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-12 | $549.7K | 126 | 0001055963-26-000002 |
| 2025-12-31 | 2026-01-28 | $572.1K | 122 | 0001055963-26-000001 |
| 2025-09-30 | 2025-10-31 | $561.0K | 118 | 0001055963-25-000005 |