Tufton Capital Management Top Holdings and 13F Report (2025) About Tufton Capital ManagementInvestment ActivityTufton Capital Management has $528.68 million in total holdings as of December 31, 2024.Tufton Capital Management owns shares of 120 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 1.71% of the portfolio was purchased this quarter.About 0.95% of the portfolio was sold this quarter.This quarter, Tufton Capital Management has purchased 121 new stocks and bought additional shares in 31 stocks.Tufton Capital Management sold shares of 66 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $31,931,086Apple $25,796,265Alphabet $20,047,047JPMorgan Chase & Co. $19,183,991TJX Companies $16,202,251 Largest New Holdings this Quarter NIKE $5,686,676 HoldingInvesco QQQ $208,480 Holding Largest Purchases this Quarter NIKE 75,151 shares (about $5.69M)Danaher 4,098 shares (about $940.70K)United Parcel Service 4,014 shares (about $506.17K)Mondelez International 8,203 shares (about $489.97K)Invesco QQQ 407 shares (about $208.48K) Largest Sales this Quarter Apple 1,866 shares (about $467.28K)Cisco Systems 5,714 shares (about $338.27K)Microsoft 726 shares (about $306.01K)Walt Disney 1,815 shares (about $202.10K)Intel 9,529 shares (about $191.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTufton Capital Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$31,931,086$306,012 ▼-0.9%75,7556.0%Computer and TechnologyAAPLApple$25,796,265$467,284 ▼-1.8%103,0124.9%Computer and TechnologyGOOGAlphabet$20,047,047$167,587 ▼-0.8%105,2673.8%Computer and TechnologyJPMJPMorgan Chase & Co.$19,183,991$153,175 ▼-0.8%80,0303.6%FinanceTJXTJX Companies$16,202,251$118,515 ▼-0.7%134,1133.1%Retail/WholesaleADPAutomatic Data Processing$16,032,748$76,989 ▼-0.5%54,7693.0%Business ServicesAMZNAmazon.com$14,433,229$8,337 ▼-0.1%65,7882.7%Retail/WholesaleQCOMQUALCOMM$10,875,297$17,974 ▼-0.2%70,7932.1%Computer and TechnologyBACBank of America$10,766,431$55,509 ▼-0.5%244,9702.0%FinancePGProcter & Gamble$10,730,747$47,278 ▼-0.4%64,0062.0%Consumer StaplesGLWCorning$10,469,154$124,693 ▼-1.2%220,3102.0%Computer and TechnologyMRKMerck & Co., Inc.$10,414,014$56,206 ▲0.5%104,6842.0%MedicalABBVAbbVie$10,335,653$50,823 ▲0.5%58,1632.0%MedicalRTXRTX$10,183,464$66,424 ▼-0.6%88,0001.9%AerospaceCVXChevron$10,148,348$29,837 ▼-0.3%70,0651.9%Oils/EnergyTGTTarget$10,024,272$84,082 ▲0.8%74,1551.9%Retail/WholesaleCBChubb$9,903,973$34,814 ▼-0.4%35,8451.9%FinanceXOMExxon Mobil$9,708,861$25,709 ▼-0.3%90,2561.8%Oils/EnergyLMTLockheed Martin$9,612,865$16,522 ▼-0.2%19,7821.8%AerospaceEMREmerson Electric$9,508,829$19,333 ▼-0.2%76,7271.8%Industrial ProductsCATCaterpillar$9,237,502$49,336 ▼-0.5%25,4641.7%Industrial ProductsWFCWells Fargo & Company$8,897,441$134,510 ▼-1.5%126,6721.7%FinanceCPKChesapeake Utilities$8,646,1870.0%71,2501.6%UtilitiesNSCNorfolk Southern$8,288,254$7,276 ▲0.1%35,3141.6%TransportationJNJJohnson & Johnson$8,258,647$24,730 ▲0.3%57,1051.6%MedicalZTSZoetis$8,212,079$18,900 ▼-0.2%50,4021.6%MedicalABTAbbott Laboratories$8,059,907$16,514 ▼-0.2%71,2571.5%MedicalUPSUnited Parcel Service$7,421,174$506,170 ▲7.3%58,8511.4%TransportationDLRDigital Realty Trust$7,316,990$66,144 ▲0.9%41,2621.4%FinanceDISWalt Disney$7,171,218$202,102 ▼-2.7%64,4021.4%Consumer DiscretionaryNXPINXP Semiconductors$7,128,423$95,611 ▼-1.3%34,2961.3%Computer and TechnologyMDLZMondelez International$6,765,721$489,968 ▲7.8%113,2711.3%Consumer StaplesCARRCarrier Global$6,634,289$22,799 ▼-0.3%97,1911.3%Computer and TechnologyIBMInternational Business Machines$6,098,304$54,738 ▼-0.9%27,7411.2%Computer and TechnologyCCICrown Castle$5,830,377$21,329 ▲0.4%64,2391.1%FinanceNKENIKE$5,686,676$5,686,676 ▲New Holding75,1511.1%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$5,638,932$151,475 ▼-2.6%28,5531.1%Computer and TechnologyMDTMedtronic$5,556,532$135,157 ▼-2.4%69,5611.1%MedicalPEPPepsiCo$5,248,046$27,371 ▲0.5%34,5131.0%Consumer StaplesPMPhilip Morris International$5,153,025$26,838 ▼-0.5%42,8171.0%Consumer StaplesDUKDuke Energy$4,765,124$8,835 ▲0.2%44,2280.9%UtilitiesGOOGLAlphabet$4,548,121$51,111 ▼-1.1%24,0260.9%Computer and TechnologyBMYBristol-Myers Squibb$4,490,581$186,874 ▼-4.0%79,3950.8%MedicalMMM3M$4,142,649$58,607 ▲1.4%32,0910.8%Multi-Sector ConglomeratesKOCoca-Cola$4,084,788$84,176 ▼-2.0%65,6080.8%Consumer StaplesIVViShares Core S&P 500 ETF$4,044,231$143,638 ▲3.7%6,8700.8%ETFVZVerizon Communications$3,795,350$7,718 ▼-0.2%94,9070.7%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$3,755,463$60,847 ▼-1.6%8,8260.7%FinanceLLYEli Lilly and Company$3,697,108$163,664 ▲4.6%4,7890.7%MedicalDHRDanaher$3,644,335$940,696 ▲34.8%15,8760.7%MedicalBRK.BBerkshire Hathaway$3,381,015$5,893 ▼-0.2%7,4590.6%FinanceDDDuPont de Nemours$3,324,993$30,958 ▼-0.9%43,6060.6%Basic MaterialsCOFCapital One Financial$3,213,163$10,164 ▼-0.3%18,0190.6%FinanceEPDEnterprise Products Partners$2,789,848$12,638 ▲0.5%88,9620.5%Oils/EnergySPYSPDR S&P 500 ETF Trust$2,633,257$51,575 ▲2.0%4,4930.5%FinanceMKCMcCormick & Company, Incorporated$2,563,341$3,812 ▼-0.1%33,6220.5%Consumer StaplesCSCOCisco Systems$2,491,313$338,269 ▼-12.0%42,0830.5%Computer and TechnologyLHXL3Harris Technologies$2,480,917$17,033 ▲0.7%11,7980.5%AerospaceCOSTCostco Wholesale$2,385,967$24,739 ▲1.0%2,6040.5%Retail/WholesaleCLColgate-Palmolive$2,377,386$75,004 ▼-3.1%26,1500.4%Consumer StaplesCMGChipotle Mexican Grill$2,008,593$33,165 ▼-1.6%33,3100.4%Retail/WholesaleDOWDOW$1,932,172$56,103 ▲3.0%48,1470.4%Basic MaterialsPNCThe PNC Financial Services Group$1,756,863$29,313 ▼-1.6%9,1100.3%FinanceSDYSPDR S&P Dividend ETF$1,578,330$81,506 ▼-4.9%11,9480.3%ETFNVDANVIDIA$1,528,220$96,689 ▲6.8%11,3800.3%Computer and TechnologyELVElevance Health$1,521,3430.0%4,1240.3%MedicalINTCIntel$1,499,601$191,057 ▼-11.3%74,7930.3%Computer and TechnologyOTISOtis Worldwide$1,450,920$5,557 ▼-0.4%15,6670.3%ConstructionMETAMeta Platforms$1,425,131$33,374 ▲2.4%2,4340.3%Computer and TechnologyAXPAmerican Express$1,353,3620.0%4,5600.3%FinanceIEFAiShares Core MSCI EAFE ETF$1,195,814$21,435 ▲1.8%17,0150.2%ETFSYYSysco$1,179,930$68,814 ▼-5.5%15,4320.2%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$1,080,642$12,711 ▲1.2%17,3430.2%ETFDEDeere & Company$1,074,5030.0%2,5360.2%Industrial ProductsTROWT. Rowe Price Group$980,151$15,833 ▼-1.6%8,6670.2%FinanceBSXBoston Scientific$960,4570.0%10,7530.2%MedicalVVisa$927,577$11,061 ▼-1.2%2,9350.2%Business ServicesVWOVanguard FTSE Emerging Markets ETF$877,452$23,782 ▼-2.6%19,9240.2%ETFIJRiShares Core S&P Small-Cap ETF$852,051$17,398 ▲2.1%7,3950.2%ETFSLBSchlumberger$791,107$7,668 ▼-1.0%20,6340.1%Oils/EnergyPINSPinterest$773,865$69,020 ▲9.8%26,6850.1%Computer and TechnologyNFLXNetflix$746,926$64,175 ▲9.4%8380.1%Consumer DiscretionaryLOWLowe's Companies$741,6340.0%3,0050.1%Retail/WholesaleNEENextEra Energy$696,1090.0%9,7100.1%UtilitiesUNPUnion Pacific$694,381$31,469 ▼-4.3%3,0450.1%TransportationTSLATesla$672,797$20,192 ▼-2.9%1,6660.1%Auto/Tires/TrucksWMTWalmart$631,456$1,807 ▼-0.3%6,9890.1%Retail/WholesaleIGMiShares Expanded Tech Sector ETF$581,9130.0%5,7000.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$571,547$5,274 ▲0.9%10,9450.1%ETFVEAVanguard FTSE Developed Markets ETF$566,953$4,782 ▼-0.8%11,8560.1%ETFARM HOLDINGS PLC$545,868$8,018 ▲1.5%4,4250.1%COMHDHome Depot$530,606$38,901 ▼-6.8%1,3640.1%Retail/WholesaleISRGIntuitive Surgical$507,867$18,269 ▼-3.5%9730.1%MedicalMOAltria Group$507,474$42,616 ▼-7.7%9,7050.1%Consumer StaplesSTZConstellation Brands$456,365$62,985 ▼-12.1%2,0650.1%Consumer StaplesETNEaton$445,7010.0%1,3430.1%Industrial ProductsAPDAir Products and Chemicals$437,9600.0%1,5100.1%Basic MaterialsWRBW. R. Berkley$434,5110.0%7,4250.1%FinanceFDXFedEx$430,434$5,908 ▲1.4%1,5300.1%TransportationHONHoneywell International$373,396$16,942 ▼-4.3%1,6530.1%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
