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CIK: 0001055963
Total reported value
$596.0M
$596.0M
118 檔
21.3%
As reported in its official Q3 2025 Form 13F filing, Tufton Capital Management's tracked investment portfolio stood at $596.0M with 118 total positions.
In Q3 2025, Tufton Capital Management adopted a defensive or profit-taking posture, trimming 76 positions and completely liquidating 5 holdings to manage risk exposure.
| # | 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 | 4.54% | +0.12% | +4.33% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.16% | +0.02% | -0.35% | |
| 4 | ✓ | Stock-Other | 3.86% | — | -0.23% | ||
| 5 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.24% | -0.50% | -0.13% | |
| 6 | GLW | Corning Inc | Stock-Tech | 2.75% | +2.16% | -10.27% | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 2.69% | +0.01% | -0.17% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.65% | +0.09% | +0.04% | |
| 9 | ✓ | Stock-Other | 2.29% | — | +0.32% | ||
| 10 | BAC | Bank Of America CORP | Stock-Financials | 2.15% | +0.12% | -0.77% | |
| 11 | ✓ | Stock-Other | 2.15% | — | +0.25% | ||
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 2.12% | +0.81% | -0.29% | |
| 13 | QCOM | Qualcomm Inc | Stock-Tech | 2.03% | +0.38% | -0.42% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.85% | -0.75% | +0.19% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.83% | -0.13% | +0.32% | |
| 16 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.83% | — | -0.54% | |
| 17 | WFC | Wells Fargo & Co | Stock-Financials | 1.80% | -0.09% | -0.68% | |
| 18 | ✓ | Stock-Other | 1.76% | — | +5.98% | ||
| 19 | ✓ | Stock-Other | 1.73% | — | -0.14% | ||
| 20 | CPK | Chesapeake Utilities CORP | Stock-Other | 1.71% | -0.28% | — | |
| 21 | EMR | Emerson Electric Co | Stock-Industrials | 1.71% | — | -0.29% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.69% | -0.12% | -0.13% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.68% | -0.46% | -0.43% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 1.59% | -0.19% | -0.77% | |
| 25 | ✓ | Stock-Other | 1.51% | — | -0.45% | ||
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.36% | +0.08% | +6.11% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.35% | +0.35% | -0.56% | |
| 28 | ✓ | Stock-Other | 1.34% | — | -1.02% | ||
| 29 | ✓ | Stock-Other | 1.26% | — | -1.18% | ||
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.25% | -0.14% | -0.96% | |
| 31 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.24% | -0.13% | +0.79% | |
| 32 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.21% | -0.10% | -0.47% | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 1.19% | +0.01% | -0.16% | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 1.13% | -0.20% | -1.05% | |
| 35 | ✓ | Stock-Other | 1.10% | — | -1.15% | ||
| 36 | ✓ | Stock-Other | 1.07% | — | -0.41% | ||
| 37 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.04% | -0.37% | +3.83% | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 1.02% | -0.09% | +0.07% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.12% | -0.10% | |
| 40 | ✓ | Stock-Other | 0.99% | — | -0.08% | ||
| 41 | ✓ | Stock-Other | 0.94% | — | -0.64% | ||
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.05% | -1.82% | |
| 43 | ✓ | Stock-Other | 0.85% | — | +5.41% | ||
| 44 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.83% | — | -1.41% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.18% | +20.78% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.76% | -0.17% | -8.11% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.72% | -0.01% | -2.48% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.72% | +0.02% | -3.15% | |
| 49 | ✓ | Stock-Other | 0.68% | — | -1.14% | ||
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.02% | +0.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.3% | -0.63% | Trim |
| 2 | GLW | Corning Inc | +0.8% | -10.27% | Trim |
| 3 | ✓ | +0.7% | -0.23% | Trim | |
| 4 | JPM | Jpmorgan Chase & Co | +0.5% | -0.35% | Trim |
| 5 | CAT | Caterpillar Inc | +0.5% | -0.29% | Trim |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -0.56% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.10% | Trim |
| 8 | ✓ | +0.2% | +0.25% | Trim | |
| 9 | NSC | Norfolk Southern CORP | +0.2% | -0.54% | Trim |
| 10 | AMZN | Amazon.com Inc | +0.2% | +0.04% | Add |
| 11 | BAC | Bank Of America CORP | +0.2% | -0.77% | Trim |
| 12 | AAPL | Apple Inc | +0.2% | +4.33% | Trim |
| 13 | TJX | Tjx Companies Inc | +0.2% | -0.13% | Trim |
| 14 | NVDA | Nvidia CORP | +0.2% | -0.61% | Trim |
| 15 | EMR | Emerson Electric Co | +0.1% | -0.29% | Trim |
| 16 | DLR | Digital Realty Trust Inc | +0.1% | +0.79% | Trim |
| 17 | ✓ | +0.1% | -1.02% | Trim | |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.82% | Trim |
| 19 | WFC | Wells Fargo & Co | +0.1% | -0.68% | Trim |
| 20 | INTC | Intel CORP | +0.1% | -6.14% | Trim |
| 21 | ✓ | +0.1% | +0.33% | Add | |
| 22 | META | Meta Platforms Inc-class A | +0.1% | -0.61% | Trim |
| 23 | COF | Capital One Financial CORP | 0% | -0.15% | Trim |
| 24 | GE | General Electric | 0% | — | Unchanged |
| 25 | DIS | Walt Disney Co/the | 0% | -0.96% | Trim |
| 26 | NKE | Nike Inc -cl B | 0% | +3.83% | Add |
| 27 | AXP | American Express Co | 0% | +40.46% | Trim |
| 28 | IEFA | Ishares Core Msci Eafe ETF | 0% | +2.18% | Add |
| 29 | ARM | Arm Holdings Plc-adr | 0% | +3.31% | Add |
| 30 | IGM | Ishares Expanded Tech Sector | 0% | -2.19% | Trim |
| 31 | GEV | GE Vernova Inc | 0% | -8.92% | Trim |
| 32 | ✓ | 0% | +33.69% | Add | |
| 33 | VWO | Vanguard Ftse Emerging Marke | 0% | — | Trim |
| 34 | VEA | Vanguard Ftse Developed ETF | 0% | -3.75% | Add |
| 35 | ✓ | 0% | — | Unchanged | |
| 36 | ✓ | 0% | -5.50% | Add | |
| 37 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 38 | IBM | Intl Business Machines CORP | 0% | +6.11% | Trim |
| 39 | LLY | Eli Lilly & Co | 0% | +20.78% | Add |
| 40 | PNC | Pnc Financial Services Group | 0% | — | Trim |
| 41 | ✓ | 0% | +9.94% | Add | |
| 42 | ✓ | 0% | -0.31% | Add | |
| 43 | NFLX | Netflix Inc | 0% | — | Trim |
| 44 | WMT | Walmart Inc | 0% | — | Unchanged |
| 45 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 46 | CSX | Csx CORP | 0% | — | Unchanged |
| 47 | INTU | Intuit Inc | 0% | — | Add |
| 48 | JNJ | Johnson & Johnson | — | +0.32% | Trim |
| 49 | IJH | Ishares Core S&p Midcap ETF | — | -1.72% | Trim |
| 50 | IJR | Ishares Core S&p Small-cap E | — | -2.66% | Trim |
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 Q3 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 21.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
TSLA
市值: $253.0K
Top Position Liquidated / Trimmed
SCI
前期市值: $240.6K
During Q3 2025, Tufton Capital Management's top holdings by market value included MSFT (6.8%)、AAPL (4.5%)、JPM (4.2%). The largest single position, MSFT, represented 6.8% of total portfolio value.
In Q3 2025, Tufton Capital Management made 102 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 76 holdings, and fully liquidating 5 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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