Tufton Capital Management
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1055963
Institutional-grade research for retail investors
Sector Allocation
- Technology28.3%$164.8M
- Healthcare13.9%$81.2M
- Industrials13.0%$75.7M
- Financials11.6%$67.8M
- Consumer Staples8.1%$47.4M
- Consumer Discretionary6.2%$35.9M
- Energy5.8%$33.8M
- Other5.5%$31.8M
- Materials4.0%$23.4M
- Real Estate1.4%$8.2M
AUM History
13fpro.ai/research/fund/tufton-capital-management-1055963
Conviction and streaks
Diversifying · top 10 = 36.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
MSFT
$36.8MAAPL
$30.6MGOOG
$27.6MJPM
$21.8MGLW
$21.3MCAT
$17.3MAMZN
$16.5MTJX
$15.3MMRK
$14.1MJNJ
$14.0MABBV
$13.8MXOM.R34088
$13.2MRTX
$12.7MADP
$12.7MCVX
$12.5MBAC
$12.0MQCOM
$11.6MEMR
$10.9MCB
$10.6MTSM
$10.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/tufton-capital-management-1055963
Tufton Capital Management 13F holdings — Q3 2026
$583.4M portfolio (-2.1% QoQ) · 131 holdings · Q3 2026 13F · top 10 are 37% of the stock portfolio
$36.8M
6.3% of stocks
-1%This quarter—Since Q-end—HeldAIQuality79.8#30Est. buy—$30.6M
5.3% of stocks
-1%This quarter—Since Q-end—HeldAIQuality75.7#88Est. buy—$27.6M
4.7% of stocks
-2%This quarter—Since Q-end—HeldAIQuality77.7#61Est. buy—$21.8M
3.7% of stocks
-6%This quarter—Since Q-end—HeldAIQuality71.9#171Est. buy—$21.3M
3.6% of stocks
-4%This quarter—Since Q-end—HeldAIQuality75.2#97Est. buy—$17.3M
3.0% of stocks
-2%This quarter—Since Q-end—Held$16.5M
2.8% of stocks
-1%This quarter—Since Q-end—Held$15.3M
2.6% of stocks
-0.9%This quarter—Since Q-end—Held$14.1M
2.4% of stocks
-1%This quarter—Since Q-end—Held$14.0M
2.4% of stocks
-0.9%This quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $36.8M | 6.3% | -1% | — | — | 79.8#30 | — | ||
| 2 | $30.6M | 5.3% | -1% | — | — | 75.7#88 | — | ||
| 3 | $27.6M | 4.7% | -2% | — | — | 77.7#61 | — | ||
| 4 | $21.8M | 3.7% | -6% | — | — | 71.9#171 | — | ||
| 5 | $21.3M | 3.6% | -4% | — | — | 75.2#97 | — | ||
| 6 | $17.3M | 3.0% | -2% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $16.5M | 2.8% | -1% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $15.3M | 2.6% | -0.9% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | $14.1M | 2.4% | -1% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | $14.0M | 2.4% | -0.9% | — | — | AI quality score is Pro: unlock with a free trial | — |
All holdings — Tufton Capital Management (Q3 2026)
131 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AbbVie Inc. | Healthcare | $13.8M | 2.4% | 53K | -1% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | EXXON MOBIL CORP | Energy | $13.2M | 2.3% | 81K | -0.9% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | RTX Corp | Industrials | $12.7M | 2.2% | 69K | -1% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | AUTOMATIC DATA PROCESSING INC | Technology | $12.7M | 2.2% | 49K | -1% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CHEVRON CORP | Energy | $12.5M | 2.1% | 61K | -0.9% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | BANK OF AMERICA CORP /DE/ | Financials | $12.0M | 2.1% | 221K | -1% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | QUALCOMM INC/DE | Technology | $11.6M | 2.0% | 63K | -0.7% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | EMERSON ELECTRIC CO | Industrials | $10.9M | 1.9% | 70K | -0.5% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Chubb Ltd | Financials | $10.6M | 1.8% | 33K | -0.8% | — | — | 13F | |
| 20 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $10.5M | 1.8% | 23K | -3% | — | — | 13F | |
| 21 | NORFOLK SOUTHERN CORP | Industrials | $10.1M | 1.7% | 33K | -0.8% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | TARGET CORP | Consumer Staples | $9.9M | 1.7% | 63K | -0.6% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | LOCKHEED MARTIN CORP | Industrials | $9.2M | 1.6% | 18K | -0.4% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | WELLS FARGO & COMPANY/MN | Financials | $9.2M | 1.6% | 115K | -0.6% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | PROCTER & GAMBLE Co | Consumer Staples | $9.0M | 1.5% | 62K | -1% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PM | Philip Morris International Inc. | Consumer Staples | $7.5M | 1.3% | 39K | -0.5% | |||
| 27 | $NXPI | NXP Semiconductors N.V. | Technology | $7.5M | 1.3% | 31K | -0.4% | |||
| 28 | $GOOGL | Alphabet Inc. | Technology | $7.0M | 1.2% | 20K | -1% | |||
| 29 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $6.8M | 1.2% | 38K | -0.7% | |||
| 30 | $ABT | ABBOTT LABORATORIES | Healthcare | $6.7M | 1.1% | 68K | -0.5% | |||
| 31 | $LLY | ELI LILLY & Co | Healthcare | $6.6M | 1.1% | 5,698 | -0.5% | |||
| 32 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $5.8M | 1.0% | 26K | -0.2% | |||
| 33 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $5.8M | 1.0% | 100K | -1% | |||
| 34 | — | ISHARES TR CORE S&P500 ETF - COM | — | $5.7M | 1.0% | 7,456 | +0.1% | |||
| 35 | $DHR | DANAHER CORP /DE/ | Healthcare | $5.5M | 0.9% | 25K | -8% | |||
| 36 | $MDT | Medtronic plc | Healthcare | $5.3M | 0.9% | 61K | -1% | |||
| 37 | $KO | COCA COLA CO | Consumer Staples | $5.1M | 0.9% | 60K | -0.2% | |||
| 38 | $INTC | INTEL CORP | Technology | $4.9M | 0.8% | 41K | -2% | |||
| 39 | $MMM | 3M CO | Healthcare | $4.9M | 0.8% | 30K | -0.4% | |||
| 40 | $CARR | CARRIER GLOBAL Corp | Industrials | $4.8M | 0.8% | 88K | -0.7% | |||
| 41 | $DUK | Duke Energy CORP | Utilities | $4.8M | 0.8% | 42K | -0.5% | |||
| 42 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $4.5M | 0.8% | 48K | +1% | |||
| 43 | — | STATE STR SPDR DOW JONES INDL - COM | — | $4.1M | 0.7% | 8,018 | -4% | |||
| 44 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $4.0M | 0.7% | 64K | -0.2% | |||
| 45 | $DIS | Walt Disney Co | Communication Services | $3.8M | 0.7% | 36K | +0.2% | |||
| 46 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $3.7M | 0.6% | 7,364 | — | |||
| 47 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $3.7M | 0.6% | 80K | -1% | |||
| 48 | $PEP | PEPSICO INC | Consumer Staples | $3.6M | 0.6% | 28K | -3% | |||
| 49 | $CSCO | CISCO SYSTEMS, INC. | Technology | $3.5M | 0.6% | 32K | -9% | |||
| 50 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $3.4M | 0.6% | 18K | -0.5% | |||
| 51 | $CPK | CHESAPEAKE UTILITIES CORP | Energy | $3.3M | 0.6% | 25K | — | |||
| 52 | $ZTS | Zoetis Inc. | Healthcare | $3.3M | 0.6% | 47K | +7% | |||
| 53 | $SPY | SPDR S&P 500 ETF TRUST | — | $3.2M | 0.6% | 4,201 | +0.9% | |||
| 54 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $2.9M | 0.5% | 82K | -0.5% | |||
| 55 | — | VANGUARD INTL FD FTSE DEVELOPE - INT | — | $2.2M | 0.4% | 31K | +15% | |||
| 56 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $2.0M | 0.3% | 9,070 | -0.1% | |||
| 57 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $1.9M | 0.3% | 23K | -0.3% | |||
| 58 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.9M | 0.3% | 2,074 | -8% | |||
| 59 | — | ISHARES TR CORE MSCI EAFE - INT | — | $1.8M | 0.3% | 19K | -0.2% | |||
| 60 | $Q | Qnity Electronics, Inc. | Technology | $1.8M | 0.3% | 15K | -1% | |||
| 61 | — | VANGUARD INTL EQUITY INDEX FDS - INT | — | $1.8M | 0.3% | 30K | +11% | |||
| 62 | $DE | DEERE & CO | Industrials | $1.7M | 0.3% | 2,575 | -0.3% | |||
| 63 | $ELV | Elevance Health, Inc. | Healthcare | $1.6M | 0.3% | 4,124 | New | |||
| 64 | — | SPDR SERIES TRUST STATE STREET - COM | — | $1.6M | 0.3% | 11K | — | |||
| 65 | $META | Meta Platforms, Inc. | Technology | $1.5M | 0.3% | 2,098 | -3% | |||
| 66 | $NVDA | NVIDIA CORP | Technology | $1.4M | 0.3% | 6,320 | -6% | |||
| 67 | $CCI | CROWN CASTLE INC. | Real Estate | $1.4M | 0.2% | 21K | -56% | |||
| 68 | $AXP | AMERICAN EXPRESS CO | Financials | $1.4M | 0.2% | 4,445 | — | |||
| 69 | — | ISHARES TR CORE S&P MCP ETF - COM | — | $1.3M | 0.2% | 18K | -0.1% | |||
| 70 | $DD | DuPont de Nemours, Inc. | Materials | $1.2M | 0.2% | 9,419 | -2% | |||
| 71 | $MKC | MCCORMICK & CO INC | Consumer Staples | $1.2M | 0.2% | 25K | -3% | |||
| 72 | — | ISHARES TR CORE S&P SCP ETF - COM | — | $1.1M | 0.2% | 7,995 | +0.1% | |||
| 73 | $NKE | NIKE, Inc. | Consumer Discretionary | $1.1M | 0.2% | 30K | -27% | |||
| 74 | $SYY | SYSCO CORP | Consumer Discretionary | $1.1M | 0.2% | 14K | -0.9% | |||
| 75 | — | VANGUARD INDEX FDS S&P 500 ETF - COM | — | $1.0M | 0.2% | 1,453 | +41% | |||
| 76 | $ARM | ARM HOLDINGS PLC /UK | Technology | $984K | 0.2% | 3,399 | -7% | |||
| 77 | $SLB | SLB LIMITED/NV | Energy | $978K | 0.2% | 20K | — | |||
| 78 | $V | VISA INC. | Financials | $960K | 0.2% | 2,674 | — | |||
| 79 | — | ISHARES INC CORE MSCI EMKT - INT | — | $956K | 0.2% | 12K | -0.1% | |||
| 80 | — | ISHARES TR EXPND TEC SC ETF - COM | — | $942K | 0.2% | 5,575 | — | |||
| 81 | $OTIS | Otis Worldwide Corp | Industrials | $900K | 0.1% | 14K | -2% | |||
| 82 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $875K | 0.1% | 27K | -4% | |||
| 83 | — | DIMENSIONAL ETF TRUST US CORE - COM | — | $807K | 0.1% | 18K | +47% | |||
| 84 | $GE | GENERAL ELECTRIC CO | Industrials | $765K | 0.1% | 2,449 | -0.0% | |||
| 85 | $NEE | NEXTERA ENERGY INC | Utilities | $714K | 0.1% | 9,438 | — | |||
| 86 | $WMT | Walmart Inc. | Consumer Staples | $697K | 0.1% | 6,714 | -1% | |||
| 87 | $UNP | UNION PACIFIC CORP | Industrials | $658K | 0.1% | 2,421 | — | |||
| 88 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $638K | 0.1% | 9,489 | +2% | |||
| 89 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $611K | 0.1% | 11K | -0.7% | |||
| 90 | $GEV | GE Vernova Inc. | Industrials | $599K | 0.1% | 630 | -0.2% | |||
| 91 | — | ISHARES TR MSCI USA MOMENTUM F - COM | — | $583K | 0.1% | 1,838 | +62% | |||
| 92 | $ETN | Eaton Corp plc | Industrials | $573K | 0.1% | 1,334 | — | |||
| 93 | — | SELECT SECTOR SPDR TR STATE ST - COM | — | $568K | 0.1% | 2,906 | — | |||
| 94 | $TROW | PRICE T ROWE GROUP INC | Financials | $561K | 0.1% | 5,396 | -15% | |||
| 95 | — | DIMENSIONAL ETF TR US MARKETWI - COM | — | $546K | 0.1% | 9,937 | +63% | |||
| 96 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $540K | 0.1% | 2,935 | — | |||
| 97 | $CSX | CSX CORP | Industrials | $514K | 0.1% | 11K | — | |||
| 98 | $WRB | BERKLEY W R CORP | Financials | $498K | 0.1% | 7,385 | New | |||
| 99 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $480K | 0.1% | 649 | — | |||
| 100 | $NFLX | NETFLIX INC | Communication Services | $472K | 0.1% | 6,790 | -3% | |||
| 101 | — | DIMENSIONAL ETF TRUST INTL COR - INT | — | $455K | 0.1% | 12K | +47% | |||
| 102 | $DOW | DOW INC. | Materials | $442K | 0.1% | 16K | -0.5% | |||
| 103 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $441K | 0.1% | 1,085 | -4% | |||
| 104 | $GS | GOLDMAN SACHS GROUP INC | Financials | $423K | 0.1% | 470 | -1% | |||
| 105 | — | DIMENSIONAL ETF TRUST US HIGH - COM | — | $421K | 0.1% | 10K | +30% | |||
| 106 | $APD | Air Products & Chemicals, Inc. | Materials | $420K | 0.1% | 1,510 | — | |||
| 107 | $PINS | PINTEREST, INC. | Technology | $419K | 0.1% | 22K | -8% | |||
| 108 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $388K | 0.1% | 1,364 | — | |||
| 109 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $367K | 0.1% | 8,427 | -3% | |||
| 110 | — | DIMENSIONAL ETF TRUST INTERNAT - INT | — | $337K | 0.1% | 6,047 | +41% | |||
| 111 | — | ISHARES TR MSCI INTL MOMENTUM - INT | — | $326K | 0.1% | 6,205 | New | |||
| 112 | — | AMERICAN CENTY ETF TR AVANTIS - INT | — | $317K | 0.1% | 3,378 | +42% | |||
| 113 | — | AMERICAN CENTY ETF TR AVANTIS - COM | — | $314K | 0.1% | 4,554 | New | |||
| 114 | $BA | BOEING CO | Industrials | $304K | 0.1% | 1,636 | -4% | |||
| 115 | $SHEL | Shell plc | Energy | $302K | 0.1% | 3,178 | — | |||
| 116 | $BLK | BlackRock, Inc. | Financials | $287K | 0.1% | 272 | -4% | |||
| 117 | — | VANGUARD INTL EQUITY INDEX FDS - INT | — | $271K | 0.1% | 3,270 | — | |||
| 118 | $FMAO | FARMERS & MERCHANTS BANCORP INC | Financials | $270K | 0.1% | 7,800 | — | |||
| 119 | — | DIMENSIONAL ETF TR DIMENSIONAL - INT | — | $268K | 0.1% | 7,958 | New | |||
| 120 | — | VANGUARD INDEX FDS VANGUARD SM - COM | — | $265K | 0.1% | 934 | New | |||
| 121 | $SYK | STRYKER CORP | Healthcare | $262K | 0.0% | 955 | — | |||
| 122 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $238K | 0.0% | 650 | — | |||
| 123 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $224K | 0.0% | 455 | — | |||
| 124 | $GLD | SPDR GOLD TRUST | Financials | $211K | 0.0% | 555 | — | |||
| 125 | $MA | Mastercard Inc | Financials | $209K | 0.0% | 380 | -6% | |||
| 126 | $MDB | MongoDB, Inc. | Technology | $209K | 0.0% | 600 | — | |||
| 127 | $BF-A | BROWN FORMAN CORP | Consumer Staples | $205K | 0.0% | 7,851 | -2% | |||
| 128 | $TSLA | Tesla, Inc. | Consumer Discretionary | $205K | 0.0% | 579 | — | |||
| 129 | — | VANGUARD WORLD FD INF TECH ETF - COM | — | $201K | 0.0% | 1,600 | New | |||
| 130 | $ELUT | ELUTIA INC. | Healthcare | $9K | 0.0% | 12K | -17% | |||
| 131 | — | ECOSPHERE TECHNOLOGIES INC COM - COM | — | $0 | 0.0% | 11K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 7 new, 17 added to, 81 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
$ELVElevance Health, Inc.$1.6M
first bought this quarter
$WRBBERKLEY W R CORP$498K
first bought this quarter
- ISHARES TR MSCI INTL MOMENTUM - INT$326K
first bought this quarter
- AMERICAN CENTY ETF TR AVANTIS - COM$314K
first bought this quarter
- DIMENSIONAL ETF TR DIMENSIONAL - INT$268K
first bought this quarter
- VANGUARD INDEX FDS VANGUARD SM - COM$265K
first bought this quarter
+1 more in the Excel export
Added to (17)
- VANGUARD INDEX FDS S&P 500 ETF - COM+41%
now $1.0M
- VANGUARD INTL FD FTSE DEVELOPE - INT+15%
now $2.2M
- DIMENSIONAL ETF TRUST US CORE - COM+47%
now $807K
- ISHARES TR MSCI USA MOMENTUM F - COM+62%
now $583K
- DIMENSIONAL ETF TR US MARKETWI - COM+63%
now $546K
$ZTSZoetis Inc.+7%
now $3.3M
+11 more in the Excel export
Holdings by quarter
Every 13F Tufton Capital Management has filed, 41 earlier quarters. Pick one to see what it held then.
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Portfolio Overview
Tufton Capital Management disclosed 131 positions worth $583.4M in its Form 13F-HR for Q3 2026, led by $MSFT (MICROSOFT CORP) at 6.3% of the equity portfolio, followed by $AAPL and $GOOG. During the quarter the fund opened 7 new positions and exited 3 — including a new stake in $ELV and a full exit from $MCD. The portfolio is most concentrated in Technology (28.3% of disclosed assets). All figures are sourced directly from Tufton Capital Management’s Form 13F-HR filing with the SEC under CIK 1055963.
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