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Tufton Capital Management Portfolio
$583.4M across 131 positions as of 2026-09-30, with 37% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+15.1%
+0.7% a year vs the S&P 500
3 years
+17.4%
-3.9% a year vs the S&P 500
5 years
+8.8%
-3.4% a year vs the S&P 500
Quarters ahead
7 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.9% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +13.4% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -0.9% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +3.4% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.9% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.0% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.8% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.0% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| MSFTMicrosoft Corp | $36.8M | 6.3% | 71,771 |
| AAPLApple Inc | $30.6M | 5.3% | 92,022 |
| GOOGAlphabet Inc | $27.6M | 4.7% | 81,108 |
| JPMJPMorgan Chase & Co | $21.8M | 3.7% | 65,864 |
| GLWCorning Inc | $21.3M | 3.6% | 138,327 |
| CATCaterpillar Inc | $17.3M | 3.0% | 21,389 |
| AMZNAmazon.com Inc | $16.5M | 2.8% | 66,094 |
| TJXTJX Companies Inc | $15.3M | 2.6% | 115,776 |
| MRKMerck & Co Inc | $14.1M | 2.4% | 97,178 |
| JNJJohnson & Johnson | $14M | 2.4% | 53,002 |
| ABBVAbbVie Inc | $13.8M | 2.4% | 52,881 |
| XOMExxonmobil Holdings Corp | $13.2M | 2.3% | 80,989 |
| RTXRTX Corp | $12.7M | 2.2% | 68,524 |
| ADPAutomatic Data Processing Inc | $12.7M | 2.2% | 49,065 |
| CVXChevron Corp | $12.5M | 2.1% | 61,405 |
| BACBank of America Corp | $12M | 2.1% | 220,882 |
| QCOMQualcomm Inc | $11.6M | 2.0% | 62,793 |
| EMREmerson Electric Co | $10.9M | 1.9% | 70,264 |
| CHUBB LTD SWITZ COM | $10.6M | 1.8% | 32,740 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $10.5M | 1.8% | 22,959 |
| NSCNorfolk Southern Corp | $10.1M | 1.7% | 32,655 |
| TGTTarget Corp | $9.9M | 1.7% | 63,277 |
| LMTLockheed Martin Corp | $9.2M | 1.6% | 18,128 |
| WFCWells Fargo & Co | $9.2M | 1.6% | 115,226 |
| PGProcter & Gamble Co | $9M | 1.5% | 61,665 |
| PMPhilip Morris International Inc | $7.5M | 1.3% | 39,357 |
| NXP SEMICONDUCTORS N V COM | $7.5M | 1.3% | 31,486 |
| GOOGLAlphabet Inc | $7M | 1.2% | 20,211 |
| DLRDigital Realty Trust Inc | $6.8M | 1.2% | 38,473 |
| ABTAbbott Laboratories | $6.7M | 1.2% | 67,951 |
| LLYEli Lilly and Co | $6.6M | 1.1% | 5,698 |
| IBMInternational Business Machines Corp | $5.8M | 1.0% | 26,324 |
| MDLZMondelez International Inc | $5.8M | 1.0% | 100,084 |
| IVViShares Core S&P 500 ETF | $5.7M | 1.0% | 7,456 |
| DHRDanaher Corp | $5.5M | 0.9% | 24,987 |
| MEDTRONIC PLC SHS | $5.3M | 0.9% | 61,031 |
| KOCoca-Cola Co | $5.1M | 0.9% | 59,662 |
| INTCIntel Corp | $4.9M | 0.8% | 40,928 |
| MMM3M Co | $4.9M | 0.8% | 29,944 |
| CARRCarrier Global Corp | $4.8M | 0.8% | 88,006 |
| DUKDuke Energy Corp | $4.8M | 0.8% | 42,166 |
| UPSUnited Parcel Service Inc | $4.5M | 0.8% | 48,433 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $4.1M | 0.7% | 8,018 |
| BMYBristol-Myers Squibb Co | $4M | 0.7% | 64,183 |
| DISWalt Disney Co | $3.8M | 0.7% | 36,244 |
| BRK.BBerkshire Hathaway Inc | $3.7M | 0.6% | 7,364 |
| VZVerizon Communications Inc | $3.7M | 0.6% | 79,663 |
| PEPPepsiCo Inc | $3.6M | 0.6% | 28,352 |
| CSCOCisco Systems Inc | $3.5M | 0.6% | 32,433 |
| COFCapital One Financial Corp | $3.4M | 0.6% | 17,696 |
| CHESAPEAKE UTILS CORP COM | $3.3M | 0.6% | 25,375 |
| ZTSZoetis Inc | $3.3M | 0.6% | 46,622 |
| SPYState Street SPDR S&P 500 ETF Trust | $3.2M | 0.5% | 4,201 |
| EPDEnterprise Products Partners L.P | $2.9M | 0.5% | 81,820 |
| VEAVanguard FTSE Developed Markets ETF | $2.2M | 0.4% | 30,800 |
| PNCPNC Financial Services Group Inc | $2M | 0.3% | 9,070 |
| CLColgate-Palmolive Co | $1.9M | 0.3% | 22,819 |
| COSTCostco Wholesale Corp | $1.9M | 0.3% | 2,074 |
| IEFAiShares Core MSCI EAFE ETF | $1.8M | 0.3% | 19,030 |
| QQnity Electronics Inc | $1.8M | 0.3% | 14,580 |
| VWOVanguard FTSE Emerging Markets ETF | $1.8M | 0.3% | 30,456 |
| DEDeere & Co | $1.7M | 0.3% | 2,575 |
| ELVElevance Health Inc | $1.6M | 0.3% | 4,124 |
| SDYState Street SPDR S&P Dividend ETF | $1.6M | 0.3% | 10,716 |
| METAMeta Platforms Inc | $1.5M | 0.3% | 2,098 |
| NVDANVIDIA Corp | $1.4M | 0.2% | 6,320 |
| CCICrown Castle Inc | $1.4M | 0.2% | 21,064 |
| AXPAmerican Express Co | $1.4M | 0.2% | 4,445 |
| IJHiShares Core S&P Mid-Cap ETF | $1.3M | 0.2% | 17,900 |
| DDDupont De Nemours Inc | $1.2M | 0.2% | 9,419 |
| MKCMcCormick & Company Inc | $1.2M | 0.2% | 25,078 |
| IJRiShares Core S&P Small-Cap ETF | $1.1M | 0.2% | 7,995 |
| NKENike Inc | $1.1M | 0.2% | 30,378 |
| SYYSysco Corp | $1.1M | 0.2% | 13,579 |
| VOOVanguard S&P 500 ETF | $1M | 0.2% | 1,453 |
| ARMArm Holdings PLC | $984K | 0.2% | 3,399 |
| SLBSLB NV | $978K | 0.2% | 20,086 |
| VVisa Inc | $960K | 0.2% | 2,674 |
| IEMGiShares Core MSCI Emerging Markets ETF | $956K | 0.2% | 11,784 |
| IGMiShares Expanded Tech Sector ETF | $942K | 0.2% | 5,575 |
| OTISOtis Worldwide Corp | $900K | 0.2% | 13,993 |
| CMGChipotle Mexican Grill Inc | $875K | 0.1% | 27,405 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $807K | 0.1% | 18,177 |
| GEGeneral Electric Co | $765K | 0.1% | 2,449 |
| NEENextera Energy Inc | $714K | 0.1% | 9,438 |
| WMTWalmart Inc | $697K | 0.1% | 6,714 |
| UNPUnion Pacific Corp | $658K | 0.1% | 2,421 |
| MOAltria Group Inc | $638K | 0.1% | 9,489 |
| OXYOccidental Petroleum Corp | $611K | 0.1% | 11,062 |
| GEVGE Vernova Inc | $599K | 0.1% | 630 |
| MTUMiShares MSCI USA Momentum Factor ETF | $583K | 0.1% | 1,838 |
| EATON CORP PLC SHS | $573K | 0.1% | 1,334 |
| XLKState Street Technology Select Sector SPDR ETF | $568K | 0.1% | 2,906 |
| TROWT Rowe Price Group Inc | $561K | 0.1% | 5,396 |
| DIMENSIONAL ETF TR US MARKETWI | $546K | 0.1% | 9,937 |
| LOWLowe's Companies Inc | $540K | 0.1% | 2,935 |
| CSXCSX Corp | $514K | 0.1% | 11,072 |
| WRBW. R. Berkley Corp | $498K | 0.1% | 7,385 |
| QQQInvesco QQQ Trust, Series 1 | $480K | 0.1% | 649 |
| NFLXNetflix Inc | $472K | 0.1% | 6,790 |
| DIMENSIONAL ETF TRUST INTL COR | $455K | 0.1% | 12,103 |
| DOWDow Inc | $442K | 0.1% | 16,070 |
| ISRGIntuitive Surgical Inc | $441K | 0.1% | 1,085 |
| GSGoldman Sachs Group Inc | $423K | 0.1% | 470 |
| DIMENSIONAL ETF TRUST US HIGH | $421K | 0.1% | 10,067 |
| APDAir Products and Chemicals Inc | $420K | 0.1% | 1,510 |
| PINSPinterest Inc | $419K | 0.1% | 22,225 |
| HDHome Depot Inc | $388K | 0.1% | 1,364 |
| BSXBoston Scientific Corp | $367K | 0.1% | 8,427 |
| DFIVDimensional International Value ETF | $337K | 0.1% | 6,047 |
| ISHARES TR MSCI INTL MOMENTUM | $326K | 0.1% | 6,205 |
| AVEMAvantis Emerging Markets Equity ETF | $317K | 0.1% | 3,378 |
| AVSCAvantis U.S Small Cap Equity ETF | $314K | 0.1% | 4,554 |
| BABoeing Co | $304K | 0.1% | 1,636 |
| SHELShell PLC | $302K | 0.1% | 3,178 |
| BLKBlackRock Inc | $287K | 0.0% | 272 |
| VEUVanguard FTSE All World Ex US ETF | $271K | 0.0% | 3,270 |
| FMAOFarmers & Merchants Bancorp Inc | $270K | 0.0% | 7,800 |
| DIMENSIONAL ETF TR DIMENSIONAL | $268K | 0.0% | 7,958 |
| VBVanguard Small-Cap ETF | $265K | 0.0% | 934 |
| SYKStryker Corp | $262K | 0.0% | 955 |
| UNHUnitedHealth Group Inc | $238K | 0.0% | 650 |
| AMPAmeriprise Financial Inc | $224K | 0.0% | 455 |
| GLDSPDR Gold Shares | $211K | 0.0% | 555 |
| MDBMongoDB Inc | $209K | 0.0% | 600 |
| MAMastercard Inc | $209K | 0.0% | 380 |
| BF.BBrown-Forman Corp | $205K | 0.0% | 7,851 |
| TSLATesla Inc | $205K | 0.0% | 579 |
| VGTVanguard Information Tech ETF | $201K | 0.0% | 1,600 |
| ELUTIA INC CL A COM | $9K | 0.0% | 12,050 |
| ECOSPHERE TECHNOLOGIES INC COM | $0 | 0.0% | 10,500 |
Quarter ending 2026-09-30.
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