Tufton Capital Management

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$549.7M
Q ending 2026-03-31
Prior quarter
$572.1M
Q ending 2025-12-31
Change
-3.9% QoQ · +5.9% YoY
Positions
126
reported holdings

Largest positions

Top 100 of 126 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Microsoft Corp ComMSFTShares$26K71K
Alphabet Inc Cap Stk Cl CGOOGShares$24K85K
Apple Inc ComAAPLShares$24K95K
Corning Inc ComGLWShares$22K162K
Jpmorgan Chase & Co ComJPMShares$21K71K
Tjx Cos Inc New ComTJXShares$19K120K
Caterpillar Inc ComCATShares$17K24K
Exxon Mobil Corp ComXOMShares$14K85K
Amazon Com Inc ComAMZNShares$14K68K
Chevron Corporation ComCVXShares$14K66K
Rtx Corporation ComRTXShares$13K70K
Johnson & Johnson ComJNJShares$13K54K
Merck & Co Inc ComMRKShares$12K99K
Abbvie Inc ComABBVShares$12K54K
Lockheed Martin Corp ComLMTShares$11K18K
Bank America Corp ComBACShares$11K226K
Chubb Ltd Switz ComShares$11K33K
Automatic Data Processing IncADPShares$10K50K
Norfolk Southn Corp ComNSCShares$10K33K
Wells Fargo & Co ComWFCShares$9K118K
Emerson Elec Co ComEMRShares$9K71K
Procter & Gamble Co ComPGShares$9K63K
Qualcomm Inc ComQCOMShares$9K67K
Taiwan Semiconductor ManufactTSMShares$9K25K
Target Corp ComTGTShares$8K64K
Digital Rlty Tr Inc ComDLRShares$7K40K
Abbott Laboratories ComABTShares$7K66K
Philip Morris Intl Inc ComPMShares$7K40K
Nxp Semiconductors N V ComShares$6K33K
International Business Machs CIBMShares$6K26K
Alphabet Inc Cap Stk Cl AGOOGLShares$6K21K
Mondelez Intl Inc Cl AMDLZShares$6K103K
Medtronic Plc ShsShares$6K64K
Duke Energy Corp New Com NewDUKShares$6K42K
Eli Lilly & Co ComLLYShares$5K6K
Zoetis Inc Cl AZTSShares$5K45K
Danaher Corp Del ComDHRShares$5K28K
Carrier Global Corporation ComCARRShares$5K90K
Ishares Tr Core S&P500 EtfIVVShares$5K8K
United Parcel Svcs Inc Cl BUPSShares$5K48K
Pepsico Inc ComPEPShares$5K30K
Coca Cola Co ComKOShares$5K60K
Chesapeake Utils Corp ComCPKShares$4K35K
3M Co ComMMMShares$4K30K
Crown Castle Inc ComCCIShares$4K51K
Verizon Communications Inc ComVZShares$4K82K
Disney Walt Co ComDISShares$4K41K
State Str Spdr Dow Jones IndlDIAShares$4K8K
Bristol-Myers Squibb Co ComBMYShares$4K64K
Nike Inc Cl BNKEShares$4K69K
Berkshire Hathaway Inc Del ClBRK/BShares$4K7K
Capital One Finl Corp ComCOFShares$3K18K
Enterprise Prods Partners L PEPDShares$3K83K
Cisco Sys Inc ComCSCOShares$3K36K
State Str Spdr S&P 500 Etf TrSPYShares$3K4K
Intel Corp ComINTCShares$3K57K
Costco Wholesale Corporation CCOSTShares$2K2K
Colgate Palmolive Co ComCLShares$2K23K
Pnc Finl Svcs Group Inc ComPNCShares$2K9K
Qnity Electronics Inc Common SQShares$2K15K
Ishares Tr Core Msci EafeIEFAShares$2K19K
Spdr Series Trust State StreetSDYShares$2K11K
Mccormick & Co Inc Com Non VtgMKCShares$1K29K
Deere & Co ComDEShares$1K3K
Vanguard Tax-Managed Fds Van FVEAShares$1K22K
Dupont De Nemours Inc ComDDUSDShares$1K30K
American Express Co ComAXPShares$1K4K
Meta Platforms Inc Cl AMETAShares$1K2K
Vanguard Intl Equity Index FdsVWOShares$1K23K
Ishares Tr Core S&P Mcp EtfIJHShares$1K18K
Elevance Health Inc Formerly AELVShares$1K4K
Nvidia Corporation ComShares$1K7K
Otis Worldwide Corp ComOTISShares$1K15K
Slb Limited Com StkSLBShares$1K20K
Ishares Tr Core S&P Scp EtfIJRShares$1K8K
Sysco Corp ComSYYShares$1K14K
Chipotle Mexican Grill Inc ComCMGShares$91229K
Nextera Energy Inc ComNEEShares$8759K
Walmart Inc ComWMTShares$8447K
Visa Inc Com Cl AShares$8353K
Ishares Inc Core Msci EmktIEMGShares$83312K
Occidental Pete Corp ComOXYShares$72311K
Lowes Cos Inc ComLOWShares$6923K
Ge Aerospace Com NewGEShares$6882K
Dow Hldgs Inc ComDOWShares$67216K
Netflix Inc. ComNFLXShares$6727K
Ishares Tr Expnd Tec Sc EtfIGMShares$6606K
Arm Holdings Plc Sponsored AdsARMShares$6124K
Price T Rowe Group Inc ComTROWShares$6047K
Altria Group Inc ComMOShares$6039K
Union Pac Corp ComUNPShares$5812K
Boston Scientific CoBSXShares$5699K
Ge Vernova Inc ComGEVShares$544623
Intuitive Surgical Inc Com NewShares$5181K
Berkley W R Corp ComWRBShares$4897K
Vanguard Index Fds S&P 500 EtfVOOShares$479803
Eaton Corp Plc ShsShares$4771K
Pinterest Inc Cl APINSShares$46325K
Csx Corp ComCSXShares$45411K
Home Depot Inc ComHDShares$4451K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.