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CIK: 0001055963
Total reported value
$596.0M
$596.0M
120 檔
17.2%
According to the latest 13F quarterly dataset, Tufton Capital Management managed an equity portfolio of $596.0M at the end of Q1 2025, spanning 120 distinct U.S. exchange-listed positions.
In Q1 2025, Tufton Capital Management displayed an active expansion posture, initiating 120 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.49% | -0.27% | +0.28% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.37% | +0.12% | -0.96% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.62% | +0.02% | -4.23% | |
| 4 | ADP | Automatic Data Processing | Stock-Tech | 3.12% | +0.01% | -3.11% | |
| 5 | ✓ | Stock-Other | 3.12% | — | -1.53% | ||
| 6 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.08% | -0.50% | -2.23% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.43% | +0.09% | +0.82% | |
| 8 | ✓ | Stock-Other | 2.32% | — | -1.34% | ||
| 9 | CVX | Chevron CORP | Stock-Energy | 2.22% | -0.75% | -1.56% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.09% | -0.12% | -0.30% | |
| 11 | QCOM | Qualcomm Inc | Stock-Tech | 2.09% | +0.38% | -0.09% | |
| 12 | ✓ | Stock-Other | 2.09% | — | +0.23% | ||
| 13 | ✓ | Stock-Other | 2.07% | — | +0.30% | ||
| 14 | BAC | Bank Of America CORP | Stock-Financials | 1.97% | +0.12% | -0.18% | |
| 15 | ✓ | Stock-Other | 1.92% | — | -14.31% | ||
| 16 | GLW | Corning Inc | Stock-Tech | 1.92% | +2.16% | -1.09% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.83% | -0.13% | +0.31% | |
| 18 | ✓ | Stock-Other | 1.81% | — | +0.11% | ||
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.77% | -0.19% | -2.76% | |
| 20 | CPK | Chesapeake Utilities CORP | Stock-Other | 1.76% | -0.28% | — | |
| 21 | WFC | Wells Fargo & Co | Stock-Financials | 1.73% | -0.09% | -1.09% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.71% | -0.46% | +0.36% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.62% | +0.81% | +0.42% | |
| 24 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.60% | — | -0.41% | |
| 25 | ✓ | Stock-Other | 1.59% | — | -0.38% | ||
| 26 | EMR | Emerson Electric Co | Stock-Industrials | 1.58% | — | -2.39% | |
| 27 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.48% | -0.10% | -0.06% | |
| 28 | ✓ | Stock-Other | 1.44% | — | -3.40% | ||
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 1.35% | +0.08% | +1.63% | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 1.32% | +0.01% | +0.72% | |
| 31 | ✓ | Stock-Other | 1.31% | — | +1.43% | ||
| 32 | ✓ | Stock-Other | 1.25% | — | -0.49% | ||
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.24% | — | -0.48% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.22% | -0.14% | -0.30% | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 1.20% | -0.20% | -0.16% | |
| 36 | ✓ | Stock-Other | 1.17% | — | -1.10% | ||
| 37 | DHR | Danaher CORP | Stock-Healthcare | 1.15% | -0.09% | +83.37% | |
| 38 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.14% | -0.13% | +0.32% | |
| 39 | ✓ | Stock-Other | 1.05% | — | +1.31% | ||
| 40 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.01% | -0.37% | +9.53% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.98% | -0.17% | -1.27% | |
| 42 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.92% | -0.09% | -1.66% | |
| 43 | ✓ | Stock-Other | 0.90% | — | -0.64% | ||
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.90% | -0.01% | -0.70% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.89% | +0.35% | -2.28% | |
| 46 | ✓ | Stock-Other | 0.83% | — | +0.06% | ||
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.05% | +5.58% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.18% | +1.63% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.77% | +0.02% | +7.26% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.02% | -0.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 4 | ADP | Automatic Data Processing | — | NEW | New buy |
| 5 | ✓ | — | NEW | New buy | |
| 6 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | ✓ | — | NEW | New buy | |
| 9 | CVX | Chevron CORP | — | NEW | New buy |
| 10 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 11 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 12 | ✓ | — | NEW | New buy | |
| 13 | ✓ | — | NEW | New buy | |
| 14 | BAC | Bank Of America CORP | — | NEW | New buy |
| 15 | ✓ | — | NEW | New buy | |
| 16 | GLW | Corning Inc | — | NEW | New buy |
| 17 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 18 | ✓ | — | NEW | New buy | |
| 19 | ABT | Abbott Laboratories | — | NEW | New buy |
| 20 | CPK | Chesapeake Utilities CORP | — | NEW | New buy |
| 21 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 22 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 23 | CAT | Caterpillar Inc | — | NEW | New buy |
| 24 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 25 | ✓ | — | NEW | New buy | |
| 26 | EMR | Emerson Electric Co | — | NEW | New buy |
| 27 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 28 | ✓ | — | NEW | New buy | |
| 29 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 30 | PM | Philip Morris International | — | NEW | New buy |
| 31 | ✓ | — | NEW | New buy | |
| 32 | ✓ | — | NEW | New buy | |
| 33 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 34 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 35 | MDT | Medtronic plc | — | NEW | New buy |
| 36 | ✓ | — | NEW | New buy | |
| 37 | DHR | Danaher CORP | — | NEW | New buy |
| 38 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 39 | ✓ | — | NEW | New buy | |
| 40 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 41 | PEP | Pepsico Inc | — | NEW | New buy |
| 42 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 43 | ✓ | — | NEW | New buy | |
| 44 | KO | Coca-cola Co/the | — | NEW | New buy |
| 45 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 46 | ✓ | — | NEW | New buy | |
| 47 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 48 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | New buy |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
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 Q1 2025.
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, JPM) accounted for 17.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $28.5M
During Q1 2025, Tufton Capital Management's top holdings by market value included MSFT (5.5%)、AAPL (4.4%)、JPM (3.6%). The largest single position, MSFT, represented 5.5% of total portfolio value.
In Q1 2025, Tufton Capital Management made 120 total portfolio adjustments, initiating 120 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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