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CIK: 0001055963
Total reported value
$596.0M
$596.0M
119 檔
18.4%
As reported in its official Q2 2024 Form 13F filing, Tufton Capital Management's tracked investment portfolio stood at $596.0M with 119 total positions.
During Q2 2024, Tufton Capital Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.79% | -0.27% | -0.63% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.33% | +0.12% | +0.02% | |
| 3 | ✓ | Stock-Other | 3.95% | — | -1.31% | ||
| 4 | ✓ | Stock-Other | 3.25% | — | -0.89% | ||
| 5 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.95% | -0.50% | -0.26% | |
| 6 | QCOM | Qualcomm Inc | Stock-Tech | 2.82% | +0.38% | -8.21% | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 2.60% | +0.01% | -0.37% | |
| 8 | ✓ | Stock-Other | 2.54% | — | -0.65% | ||
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.42% | +0.09% | +1.18% | |
| 10 | ✓ | Stock-Other | 2.11% | — | -0.46% | ||
| 11 | CVX | Chevron CORP | Stock-Energy | 2.11% | -0.75% | -0.04% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.09% | -0.12% | -0.58% | |
| 13 | ✓ | Stock-Other | 2.07% | — | +0.58% | ||
| 14 | BAC | Bank Of America CORP | Stock-Financials | 1.97% | +0.12% | -0.65% | |
| 15 | ✓ | Stock-Other | 1.96% | — | -0.27% | ||
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.85% | -0.46% | -0.44% | |
| 17 | ✓ | Stock-Other | 1.84% | — | -0.78% | ||
| 18 | ✓ | Stock-Other | 1.83% | — | -0.67% | ||
| 19 | ✓ | Stock-Other | 1.83% | — | -0.69% | ||
| 20 | ✓ | Stock-Other | 1.74% | — | +17.40% | ||
| 21 | GLW | Corning Inc | Stock-Tech | 1.74% | +2.16% | +0.07% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 1.71% | +0.81% | -0.93% | |
| 23 | EMR | Emerson Electric Co | Stock-Industrials | 1.69% | — | -0.60% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.66% | -0.13% | +1.73% | |
| 25 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.53% | — | -0.80% | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 1.51% | -0.09% | -0.74% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 1.50% | -0.19% | +6.50% | |
| 28 | CPK | Chesapeake Utilities CORP | Stock-Other | 1.47% | -0.28% | — | |
| 29 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.37% | -0.10% | +1.21% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.34% | -0.14% | -0.78% | |
| 31 | ✓ | Stock-Other | 1.27% | — | -0.07% | ||
| 32 | ✓ | Stock-Other | 1.24% | — | -0.66% | ||
| 33 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.24% | -0.13% | +0.14% | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.23% | — | +0.70% | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 1.16% | -0.20% | — | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.11% | -0.17% | -0.82% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.03% | +0.35% | -1.58% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.97% | +0.08% | — | |
| 39 | ✓ | Stock-Other | 0.96% | — | -0.26% | ||
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.88% | +0.01% | +0.75% | |
| 41 | ✓ | Stock-Other | 0.87% | — | +1.55% | ||
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.84% | -0.01% | -0.76% | |
| 43 | ✓ | Stock-Other | 0.79% | — | -1.81% | ||
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.77% | +0.02% | +0.12% | |
| 45 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.73% | -0.01% | -1.25% | |
| 46 | ✓ | Stock-Other | 0.72% | — | +2.21% | ||
| 47 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.71% | -0.09% | -5.12% | |
| 48 | ✓ | Stock-Other | 0.66% | — | +2.50% | ||
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.18% | +0.43% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.02% | -0.66% |
According to official SEC Form 13F filings, Tufton Capital Management reported a total U.S. public equity portfolio value of $596.0M across 119 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, ) accounted for 18.4% of total reported equity market value during Q2 2024.
During Q2 2024, Tufton Capital Management's top holdings by market value included MSFT (6.8%)、AAPL (4.3%)、 (4.0%). The largest single position, MSFT, represented 6.8% of total portfolio value.
In Q2 2024, Tufton Capital Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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