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CIK: 0001055963
Total reported value
$596.0M
$596.0M
121 檔
18.1%
At the close of Q3 2024, Tufton Capital Management disclosed equity holdings valued at approximately $596.0M, spread across 121 reported holdings.
During Q3 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 | 6.17% | -0.27% | -2.14% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.58% | +0.12% | -0.83% | |
| 3 | ✓ | Stock-Other | 3.33% | — | -4.14% | ||
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.19% | +0.02% | — | |
| 5 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.98% | -0.50% | -1.86% | |
| 6 | ADP | Automatic Data Processing | Stock-Tech | 2.85% | +0.01% | -1.90% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | +0.09% | +2.40% | |
| 8 | QCOM | Qualcomm Inc | Stock-Tech | 2.26% | +0.38% | -2.54% | |
| 9 | ✓ | Stock-Other | 2.22% | — | -1.19% | ||
| 10 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.17% | -0.46% | -2.56% | |
| 11 | ✓ | Stock-Other | 2.15% | — | +0.51% | ||
| 12 | ✓ | Stock-Other | 2.14% | — | -1.75% | ||
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.09% | -0.12% | -1.14% | |
| 14 | ✓ | Stock-Other | 2.01% | — | -5.57% | ||
| 15 | ✓ | Stock-Other | 1.99% | — | -2.09% | ||
| 16 | ✓ | Stock-Other | 1.94% | — | -2.31% | ||
| 17 | CVX | Chevron CORP | Stock-Energy | 1.94% | -0.75% | +1.51% | |
| 18 | GLW | Corning Inc | Stock-Tech | 1.89% | +2.16% | -3.07% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.88% | +0.81% | -2.86% | |
| 20 | ✓ | Stock-Other | 1.85% | — | -2.29% | ||
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.83% | +0.12% | -3.48% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.73% | -0.13% | -2.65% | |
| 23 | CPK | Chesapeake Utilities CORP | Stock-Other | 1.66% | -0.28% | — | |
| 24 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.64% | — | -3.54% | |
| 25 | EMR | Emerson Electric Co | Stock-Industrials | 1.58% | — | -2.31% | |
| 26 | ✓ | Stock-Other | 1.56% | — | -1.38% | ||
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 1.53% | -0.19% | -3.73% | |
| 28 | ✓ | Stock-Other | 1.47% | — | -3.22% | ||
| 29 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.45% | -0.10% | -2.44% | |
| 30 | ✓ | Stock-Other | 1.42% | — | -4.06% | ||
| 31 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.40% | — | +18.39% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 1.36% | -0.09% | -1.87% | |
| 33 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.24% | -0.13% | -2.13% | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 1.20% | -0.20% | -5.60% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.19% | -0.14% | -4.29% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 1.16% | +0.08% | -2.52% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.09% | -0.17% | -0.48% | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.98% | +0.01% | -3.97% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.95% | +0.35% | -3.41% | |
| 40 | ✓ | Stock-Other | 0.95% | — | -10.51% | ||
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.90% | -0.01% | -1.85% | |
| 42 | ✓ | Stock-Other | 0.81% | — | -5.17% | ||
| 43 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.80% | -0.09% | -5.30% | |
| 44 | ✓ | Stock-Other | 0.80% | — | -3.96% | ||
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.18% | +32.02% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.12% | — | |
| 47 | ✓ | Stock-Other | 0.74% | — | -4.76% | ||
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.05% | +21.22% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.71% | +0.02% | -11.08% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.02% | — |
According to official SEC Form 13F filings, Tufton Capital Management reported a total U.S. public equity portfolio value of $596.0M across 121 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, ) accounted for 18.1% of total reported equity market value during Q3 2024.
During Q3 2024, Tufton Capital Management's top holdings by market value included MSFT (6.2%)、AAPL (4.6%)、 (3.3%). The largest single position, MSFT, represented 6.2% of total portfolio value.
In Q3 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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