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CIK: 0001055963
Total reported value
$596.0M
$596.0M
120 檔
19.0%
As reported in its official Q4 2024 Form 13F filing, Tufton Capital Management's tracked investment portfolio stood at $596.0M with 120 total positions.
During Q4 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 | 6.04% | -0.27% | -0.95% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.88% | +0.12% | -1.78% | |
| 3 | ✓ | Stock-Other | 3.79% | — | -0.83% | ||
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.63% | +0.02% | -0.79% | |
| 5 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.06% | -0.50% | -0.73% | |
| 6 | ADP | Automatic Data Processing | Stock-Tech | 3.03% | +0.01% | -0.48% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.73% | +0.09% | -0.06% | |
| 8 | QCOM | Qualcomm Inc | Stock-Tech | 2.06% | +0.38% | -0.17% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 2.04% | +0.12% | -0.51% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.03% | -0.12% | -0.44% | |
| 11 | GLW | Corning Inc | Stock-Tech | 1.98% | +2.16% | -1.18% | |
| 12 | ✓ | Stock-Other | 1.97% | — | +0.54% | ||
| 13 | ✓ | Stock-Other | 1.95% | — | +0.49% | ||
| 14 | ✓ | Stock-Other | 1.93% | — | -0.65% | ||
| 15 | CVX | Chevron CORP | Stock-Energy | 1.92% | -0.75% | -0.29% | |
| 16 | ✓ | Stock-Other | 1.90% | — | +0.85% | ||
| 17 | ✓ | Stock-Other | 1.87% | — | -0.35% | ||
| 18 | ✓ | Stock-Other | 1.84% | — | -0.26% | ||
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.82% | -0.46% | -0.17% | |
| 20 | EMR | Emerson Electric Co | Stock-Industrials | 1.80% | — | -0.20% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.75% | +0.81% | -0.53% | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 1.68% | -0.09% | -1.49% | |
| 23 | CPK | Chesapeake Utilities CORP | Stock-Other | 1.64% | -0.28% | — | |
| 24 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.57% | — | +0.09% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.56% | -0.13% | +0.30% | |
| 26 | ✓ | Stock-Other | 1.55% | — | -0.23% | ||
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 1.52% | -0.19% | -0.20% | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.40% | — | +7.32% | |
| 29 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.38% | -0.13% | +0.91% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.36% | -0.14% | -2.74% | |
| 31 | ✓ | Stock-Other | 1.35% | — | -1.32% | ||
| 32 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.28% | -0.10% | +7.81% | |
| 33 | ✓ | Stock-Other | 1.25% | — | -0.34% | ||
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 1.15% | +0.08% | -0.89% | |
| 35 | ✓ | Stock-Other | 1.10% | — | +0.37% | ||
| 36 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.08% | -0.37% | — | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.07% | +0.35% | -2.62% | |
| 38 | MDT | Medtronic plc | Stock-Healthcare | 1.05% | -0.20% | -2.37% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.99% | -0.17% | +0.52% | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.97% | +0.01% | -0.52% | |
| 41 | ✓ | Stock-Other | 0.90% | — | +0.19% | ||
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | +0.12% | -1.11% | |
| 43 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.85% | -0.09% | -4.00% | |
| 44 | ✓ | Stock-Other | 0.78% | — | +1.44% | ||
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.77% | -0.01% | -2.02% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.05% | +3.68% | |
| 47 | ✓ | Stock-Other | 0.72% | — | -0.20% | ||
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.71% | +0.02% | -1.59% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.18% | +4.63% | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.69% | -0.09% | +34.79% |
According to official SEC Form 13F filings, Tufton Capital Management reported a total U.S. public equity portfolio value of $596.0M across 120 disclosed positions in Q4 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 19.0% of total reported equity market value during Q4 2024.
During Q4 2024, Tufton Capital Management's top holdings by market value included MSFT (6.0%)、AAPL (4.9%)、 (3.8%). The largest single position, MSFT, represented 6.0% of total portfolio value.
In Q4 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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