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CIK: 0001055963
Total reported value
$596.0M
$596.0M
118 檔
18.4%
The Q2 2025 SEC filing reveals that Tufton Capital Management held a total portfolio value of $596.0M, covering 118 public equity positions.
During Q2 2025, Tufton Capital Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, JPM, AAPL) accounted for 18.4% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.00% | -0.27% | -2.57% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.09% | +0.02% | -3.11% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.74% | +0.12% | -5.93% | |
| 4 | ADP | Automatic Data Processing | Stock-Tech | 3.02% | +0.01% | -2.87% | |
| 5 | ✓ | Stock-Other | 3.00% | — | -14.10% | ||
| 6 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.95% | -0.50% | -4.03% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.82% | +0.09% | +2.01% | |
| 8 | BAC | Bank Of America CORP | Stock-Financials | 2.12% | +0.12% | -3.59% | |
| 9 | GLW | Corning Inc | Stock-Tech | 2.10% | +2.16% | -3.83% | |
| 10 | QCOM | Qualcomm Inc | Stock-Tech | 2.08% | +0.38% | -2.73% | |
| 11 | ✓ | Stock-Other | 2.00% | — | -4.67% | ||
| 12 | ✓ | Stock-Other | 1.95% | — | -3.76% | ||
| 13 | ✓ | Stock-Other | 1.90% | — | -3.98% | ||
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.87% | -0.12% | -3.00% | |
| 15 | EMR | Emerson Electric Co | Stock-Industrials | 1.86% | — | -2.27% | |
| 16 | WFC | Wells Fargo & Co | Stock-Financials | 1.85% | -0.09% | -3.02% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 1.84% | +0.81% | -2.28% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.81% | -0.75% | -3.53% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.74% | -0.19% | -3.00% | |
| 20 | ✓ | Stock-Other | 1.69% | — | -8.95% | ||
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.67% | -0.46% | -4.30% | |
| 22 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.67% | — | -2.49% | |
| 23 | CPK | Chesapeake Utilities CORP | Stock-Other | 1.63% | -0.28% | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.60% | -0.13% | -3.66% | |
| 25 | ✓ | Stock-Other | 1.53% | — | -3.02% | ||
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.46% | -0.14% | -3.64% | |
| 27 | ✓ | Stock-Other | 1.45% | — | -2.50% | ||
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 1.43% | +0.08% | -9.33% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 1.43% | +0.01% | -4.48% | |
| 30 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.40% | -0.10% | -3.33% | |
| 31 | ✓ | Stock-Other | 1.39% | — | -1.93% | ||
| 32 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.32% | -0.13% | -3.82% | |
| 33 | ✓ | Stock-Other | 1.30% | — | -3.08% | ||
| 34 | ✓ | Stock-Other | 1.30% | — | -3.06% | ||
| 35 | ✓ | Stock-Other | 1.23% | — | -3.68% | ||
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.18% | +0.35% | -2.13% | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 1.12% | -0.20% | -2.76% | |
| 38 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.09% | -0.37% | -2.31% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 1.08% | -0.09% | -0.94% | |
| 40 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.08% | — | -3.90% | |
| 41 | ✓ | Stock-Other | 0.96% | — | -4.23% | ||
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.05% | +1.67% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.84% | -0.01% | -3.76% | |
| 44 | ✓ | Stock-Other | 0.84% | — | -8.83% | ||
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.83% | -0.17% | -3.07% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.12% | -2.42% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.75% | +0.02% | -4.82% | |
| 48 | ✓ | Stock-Other | 0.73% | — | -7.08% | ||
| 49 | COF | Capital One Financial CORP | Stock-Financials | 0.71% | — | -1.86% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.18% | -2.49% |
According to official SEC Form 13F filings, Tufton Capital Management reported a total U.S. public equity portfolio value of $596.0M across 118 disclosed positions in Q2 2025.
During Q2 2025, Tufton Capital Management's top holdings by market value included MSFT (7.0%)、JPM (4.1%)、AAPL (3.7%). The largest single position, MSFT, represented 7.0% of total portfolio value.
In Q2 2025, 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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