Tufton Capital Management
13F Reported Value
ⓘ$549,677
Holdings
126
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Tufton Capital Management disclosed 126 positions worth $549,677 in its Form 13F-HR for Q1 2026, led by $MSFT (MICROSOFT CORP) at 4.8% of the equity portfolio, followed by $GOOGL and $AAPL. During the quarter the fund opened 10 new positions and exited 5. The portfolio is most concentrated in Technology (25.9% of disclosed assets). All figures are sourced directly from Tufton Capital Management’s Form 13F-HR filing with the SEC under CIK 1055963.
AI Fund Analysis
Stable
$MSFT
$AAPL
$GLW
$JPM
$TJXSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 83.7#15
Quality
$26.4K71,373 sh - 80.2#45
Quality
$24.3K84,833 sh - 76.1#112
Quality
$24.2K95,460 sh - 72.7
Quality
$22.0K161,795 sh - 35.6
Quality
$20.9K71,178 sh - 70.7
Quality
$19.1K119,513 sh - 67.8
Quality
$17.0K23,957 sh - 61.8
Quality
$14.4K84,890 sh - 74.6
Quality
$14.3K68,432 sh - 54.7
Quality
$13.6K65,676 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MICROSOFT CORP$MSFT | 83.7#15 | $26.4K | 71,373 |
 Alphabet Inc.$GOOGL | 80.2#45 | $24.3K | 84,833 |
| Apple Inc.$AAPL | 76.1#112 | $24.2K | 95,460 |
| CORNING INC /NY$GLW | 72.7 | $22.0K | 161,795 |
| JPMORGAN CHASE & CO$JPM | 35.6 | $20.9K | 71,178 |
| TJX COMPANIES INC /DE/$TJX | 70.7 | $19.1K | 119,513 |
 CATERPILLAR INC$CAT | 67.8 | $17.0K | 23,957 |
 EXXON MOBIL CORP$XOM | 61.8 | $14.4K | 84,890 |
 AMAZON COM INC$AMZN | 74.6 | $14.3K | 68,432 |
 CHEVRON CORP$CVX | 54.7 | $13.6K | 65,676 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Tufton Capital Management's 126 positions.
Showing top 10 of 126 holdings.
Sector Allocation
Technology
$142,551
Industrials
$71,455
Healthcare
$70,849
Financials
$65,981
Consumer Discretionary
$51,270
Energy
$37,547
Consumer Staples
$35,185
Materials
$24,491
Full Holdings — Tufton Capital Management (Q1 2026)
All 126 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MSFT | MICROSOFT CORP | $26,420 | 4.8% | -2% | 83.7 |
| 2 | $GOOGL | Alphabet Inc. | $24,335 | 4.4% | NEW | 80.2 |
| 3 | $AAPL | Apple Inc. | $24,226 | 4.4% | -5% | 76.1 |
| 4 | $GLW | CORNING INC /NY | $21,999 | 4.0% | -12% | 72.7 |
| 5 | $JPM | JPMORGAN CHASE & CO | $20,937 | 3.8% | -3% | 35.6 |
| 6 | $TJX | TJX COMPANIES INC /DE/ | $19,086 | 3.5% | -4% | 70.7 |
| 7 | $CAT | CATERPILLAR INC | $16,972 | 3.1% | -3% | 67.8 |
| 8 | $XOM | EXXON MOBIL CORP | $14,402 | 2.6% | -1% | 61.8 |
| 9 | $AMZN | AMAZON COM INC | $14,252 | 2.6% | -2% | 74.6 |
| 10 | $CVX | CHEVRON CORP | $13,588 | 2.5% | -2% | 54.7 |
| 11 |  $RTX | RTX Corp | $13,477 | 2.5% | -2% | 70 |
| 12 |  $JNJ | JOHNSON & JOHNSON | $13,257 | 2.4% | -1% | 72.8 |
| 13 |  $MRK | Merck & Co., Inc. | $11,924 | 2.2% | -1% | 70.9 |
| 14 |  $ABBV | AbbVie Inc. | $11,773 | 2.1% | -2% | 59.3 |
| 15 |  $LMT | LOCKHEED MARTIN CORP | $11,105 | 2.0% | -2% | 65 |
| 16 |  $BAC | BANK OF AMERICA CORP /DE/ | $11,036 | 2.0% | -3% | 68.4 |
| 17 |  $CB | Chubb Ltd | $10,880 | 2.0% | -2% | — |
| 18 |  $ADP | AUTOMATIC DATA PROCESSING INC | $10,190 | 1.9% | -1% | 77.9 |
| 19 |  $NSC | NORFOLK SOUTHERN CORP | $9,569 | 1.7% | -1% | 70.8 |
| 20 |  $WFC | WELLS FARGO & COMPANY/MN | $9,365 | 1.7% | -2% | — |
| 21 |  $EMR | EMERSON ELECTRIC CO | $9,362 | 1.7% | -2% | 65.9 |
| 22 |  $PG | PROCTER & GAMBLE Co | $9,095 | 1.6% | -1% | 72.9 |
| 23 |  $QCOM | QUALCOMM INC/DE | $8,666 | 1.6% | -1% | 81.9 |
| 24 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $8,529 | 1.6% | -2% | — |
| 25 |  $TGT | TARGET CORP | $7,800 | 1.4% | -2% | 53.1 |
| 26 |  $DLR | DIGITAL REALTY TRUST, INC. | $7,141 | 1.3% | -2% | 70.2 |
| 27 |  $ABT | ABBOTT LABORATORIES | $6,762 | 1.2% | -1% | 67 |
| 28 |  $PM | Philip Morris International Inc. | $6,556 | 1.2% | -2% | 80.5 |
| 29 |  $NXPI | NXP Semiconductors N.V. | $6,469 | 1.2% | -2% | — |
| 30 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $6,354 | 1.2% | -1% | 66.7 |
| 31 |  $GOOG | Alphabet Inc. | $6,114 | 1.1% | -6% | 80.2 |
| 32 |  $MDLZ | Mondelez International, Inc. | $5,931 | 1.1% | -2% | 53.9 |
| 33 |  $MDT | Medtronic plc | $5,564 | 1.0% | -2% | — |
| 34 |  $DUK | Duke Energy CORP | $5,536 | 1.0% | -1% | 64 |
| 35 |  $LLY | ELI LILLY & Co | $5,348 | 1.0% | -1% | 89.3 |
| 36 |  $ZTS | Zoetis Inc. | $5,330 | 1.0% | -2% | 72.6 |
| 37 |  $DHR | DANAHER CORP /DE/ | $5,269 | 1.0% | -0% | 63.9 |
| 38 |  $CARR | CARRIER GLOBAL Corp | $5,072 | 0.9% | -2% | 61.5 |
| 39 | — | ISHARES TR CORE S&P500 ETF | $4,899 | 0.9% | +3% | — |
| 40 |  $UPS | UNITED PARCEL SERVICE INC | $4,749 | 0.9% | -1% | 58.2 |
| 41 |  $PEP | PEPSICO INC | $4,588 | 0.8% | -2% | 62.7 |
| 42 |  $KO | COCA COLA CO | $4,541 | 0.8% | -1% | 74 |
| 43 |  $CPK | CHESAPEAKE UTILITIES CORP | $4,381 | 0.8% | -63% | 59.2 |
| 44 |  $MMM | 3M CO | $4,365 | 0.8% | -1% | 60.7 |
| 45 |  $CCI | CROWN CASTLE INC. | $4,141 | 0.8% | -6% | 52.9 |
| 46 |  $VZ | VERIZON COMMUNICATIONS INC | $4,102 | 0.8% | -2% | 71.6 |
| 47 |  $DIS | Walt Disney Co | $3,943 | 0.7% | -29% | 68.9 |
| 48 | — | STATE STR SPDR DOW JONES INDL | $3,915 | 0.7% | -3% | — |
| 49 |  $BMY | BRISTOL MYERS SQUIBB CO | $3,904 | 0.7% | -1% | 70.1 |
| 50 |  $NKE | NIKE, Inc. | $3,634 | 0.7% | -2% | 53.4 |
| 51 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3,528 | 0.6% | +1% | 64.5 |
| 52 |  $COF | CAPITAL ONE FINANCIAL CORP | $3,279 | 0.6% | -1% | 71 |
| 53 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $3,133 | 0.6% | -0% | 66.4 |
| 54 |  $CSCO | CISCO SYSTEMS, INC. | $2,785 | 0.5% | -1% | 72.3 |
| 55 |  $SPY | SPDR S&P 500 ETF TRUST | $2,765 | 0.5% | -1% | — |
| 56 |  $INTC | INTEL CORP | $2,526 | 0.5% | -4% | 41.5 |
| 57 |  $COST | COSTCO WHOLESALE CORP /NEW | $2,241 | 0.4% | -10% | 67 |
| 58 |  $CL | COLGATE PALMOLIVE CO | $1,968 | 0.4% | -2% | 72.4 |
| 59 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1,926 | 0.3% | +0% | 70.9 |
| 60 |  $Q | Qnity Electronics, Inc. | $1,770 | 0.3% | -12% | — |
| 61 | — | ISHARES TR CORE MSCI EAFE | $1,764 | 0.3% | +3% | — |
| 62 | — | SPDR SERIES TRUST STATE STREET | $1,659 | 0.3% | NEW | — |
| 63 |  $MKC | MCCORMICK & CO INC | $1,466 | 0.3% | -5% | 73.7 |
| 64 |  $DE | DEERE & CO | $1,454 | 0.3% | +0% | 57.4 |
| 65 | — | VANGUARD TAX-MANAGED FDS VAN F | $1,408 | 0.3% | +24% | — |
| 66 |  $DD | DuPont de Nemours, Inc. | $1,382 | 0.3% | -5% | 31.1 |
| 67 |  $AXP | AMERICAN EXPRESS CO | $1,344 | 0.2% | -0% | 73.2 |
| 68 |  $META | Meta Platforms, Inc. | $1,274 | 0.2% | -4% | 80.9 |
| 69 | — | VANGUARD INTL EQUITY INDEX FDS | $1,247 | 0.2% | +12% | — |
| 70 | — | ISHARES TR CORE S&P MCP ETF | $1,232 | 0.2% | +5% | — |
| 71 |  $ELV | Elevance Health, Inc. | $1,207 | 0.2% | +0% | 59.4 |
| 72 |  $NVDA | NVIDIA CORP | $1,184 | 0.2% | -13% | 90.2 |
| 73 |  $OTIS | Otis Worldwide Corp | $1,125 | 0.2% | -6% | 60.3 |
| 74 |  $SLB | SLB LIMITED/NV | $1,032 | 0.2% | -2% | 63.2 |
| 75 | — | ISHARES TR CORE S&P SCP ETF | $1,009 | 0.2% | +6% | — |
| 76 |  $SYY | SYSCO CORP | $1,006 | 0.2% | -0% | 58.4 |
| 77 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $912 | 0.2% | -2% | 72.9 |
| 78 |  $NEE | NEXTERA ENERGY INC | $875 | 0.2% | -3% | 71.7 |
| 79 |  $WMT | Walmart Inc. | $844 | 0.1% | -6% | 63.2 |
| 80 |  $V | VISA INC. | $835 | 0.1% | -6% | 83.5 |
| 81 | — | ISHARES INC CORE MSCI EMKT | $833 | 0.1% | NEW | — |
| 82 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $723 | 0.1% | -1% | 66.3 |
| 83 |  $LOW | LOWES COMPANIES INC | $692 | 0.1% | +1% | 63.5 |
| 84 |  $GE | GENERAL ELECTRIC CO | $688 | 0.1% | +0% | 74.8 |
| 85 |  $NFLX | NETFLIX INC | $672 | 0.1% | -6% | 86.7 |
| 86 |  $DOW | DOW INC. | $672 | 0.1% | -3% | 38 |
| 87 | — | ISHARES TR EXPND TEC SC ETF | $660 | 0.1% | +0% | — |
| 88 |  $ARM | ARM HOLDINGS PLC /UK | $612 | 0.1% | +0% | — |
| 89 |  $TROW | PRICE T ROWE GROUP INC | $604 | 0.1% | +0% | 75.8 |
| 90 |  $MO | ALTRIA GROUP, INC. | $603 | 0.1% | -3% | 72.1 |
| 91 |  $UNP | UNION PACIFIC CORP | $581 | 0.1% | -11% | 74 |
| 92 |  $BSX | BOSTON SCIENTIFIC CORP | $569 | 0.1% | -1% | 79.9 |
| 93 |  $GEV | GE Vernova Inc. | $544 | 0.1% | +0% | 70.1 |
| 94 |  $ISRG | INTUITIVE SURGICAL INC | $518 | 0.1% | +0% | 81.4 |
| 95 |  $WRB | BERKLEY W R CORP | $489 | 0.1% | +0% | 71.8 |
| 96 | — | VANGUARD INDEX FDS S&P 500 ETF | $479 | 0.1% | NEW | — |
| 97 |  $ETN | Eaton Corp plc | $477 | 0.1% | +1% | — |
| 98 |  $PINS | PINTEREST, INC. | $463 | 0.1% | +13% | 62 |
| 99 |  $CSX | CSX CORP | $454 | 0.1% | +1% | 66.4 |
| 100 |  $HD | HOME DEPOT, INC. | $445 | 0.1% | -0% | 69.2 |
| 101 |  $APD | Air Products & Chemicals, Inc. | $438 | 0.1% | +0% | 41.2 |
| 102 |  $GS | GOLDMAN SACHS GROUP INC | $401 | 0.1% | +0% | — |
| 103 | — | DIMENSIONAL ETF TRUST US CORE | $391 | 0.1% | NEW | — |
| 104 | — | SELECT SECTOR SPDR TR STATE ST | $386 | 0.1% | +0% | — |
| 105 |  $MCD | MCDONALDS CORP | $358 | 0.1% | -3% | 73.9 |
| 106 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $354 | 0.1% | -0% | — |
| 107 |  $HON | HONEYWELL INTERNATIONAL INC | $353 | 0.1% | +0% | 65.7 |
| 108 |  $BA | BOEING CO | $323 | 0.1% | +38% | 51.8 |
| 109 |  $SYK | STRYKER CORP | $313 | 0.1% | +0% | 69.8 |
| 110 |  $FDX | FEDEX CORP | $300 | 0.1% | -3% | 60.3 |
| 111 |  $BLK | BlackRock, Inc. | $300 | 0.1% | +0% | 70.3 |
| 112 |  $SHEL | Shell plc | $288 | 0.1% | +0% | — |
| 113 | — | DIMENSIONAL ETF TRUST US HIGH | $248 | 0.1% | NEW | — |
| 114 | — | VANGUARD INTL EQUITY INDEX FDS | $245 | 0.0% | +0% | — |
| 115 |  $GLD | SPDR GOLD TRUST | $238 | 0.0% | +0% | — |
| 116 |  $BF-A | BROWN FORMAN CORP | $232 | 0.0% | NEW | 65.1 |
| 117 | — | DIMENSIONAL ETF TRUST US MKTWI | $228 | 0.0% | NEW | — |
| 118 | — | ISHARES TR MSCI USA MMENTM | $216 | 0.0% | NEW | — |
| 119 |  $TSLA | Tesla, Inc. | $215 | 0.0% | +2% | 50.1 |
| 120 |  $MA | Mastercard Inc | $212 | 0.0% | -2% | 81.7 |
| 121 |  $HSY | HERSHEY CO | $205 | 0.0% | NEW | 59.4 |
| 122 |  $BX | Blackstone Inc. | $205 | 0.0% | -4% | 68 |
| 123 |  $AMP | AMERIPRISE FINANCIAL INC | $202 | 0.0% | +0% | 70.2 |
| 124 |  $FMAO | FARMERS & MERCHANTS BANCORP INC | $200 | 0.0% | NEW | — |
| 125 |  $ELUT | ELUTIA INC. | $15 | 0.0% | +0% | — |
| 126 | — | ECOSPHERE TECHNOLOGIES INC COM | $0 | 0.0% | +0% | — |
New Positions (10)
$BF-A BROWN FORMAN CORP$232$HSY HERSHEY CO$205$FMAO FARMERS & MERCHANTS BANCORP INC$200
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