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CIK: 0001055963
Total reported value
$583.4M
$583.4M
122 檔
22.7%
At the close of Q4 2025, Tufton Capital Management disclosed equity holdings valued at approximately $583.4M, spread across 122 reported holdings.
In Q4 2025, Tufton Capital Management adopted a defensive or profit-taking posture, trimming 80 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 | 6.14% | +1.77% | -1.28% | |
| 2 | ✓ | Stock-Other | 4.83% | — | -0.84% | ||
| 3 | AAPL | Apple Inc | Stock-Tech | 4.78% | +0.72% | +0.46% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.11% | -0.10% | -1.29% | |
| 5 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.33% | -0.34% | -1.26% | |
| 6 | GLW | Corning Inc | Stock-Tech | 2.81% | -2.51% | -2.25% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.80% | +0.14% | +2.65% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 2.47% | -0.93% | -0.86% | |
| 9 | ✓ | Stock-Other | 2.29% | — | -0.83% | ||
| 10 | ADP | Automatic Data Processing | Stock-Tech | 2.28% | +0.31% | -1.65% | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 2.24% | -0.07% | -0.59% | |
| 12 | ✓ | Stock-Other | 2.20% | — | -0.56% | ||
| 13 | CPK | Chesapeake Utilities CORP | Stock-Other | 2.06% | +0.04% | +32.71% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 2.04% | +0.02% | -0.28% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.99% | +0.13% | -0.63% | |
| 16 | WFC | Wells Fargo & Co | Stock-Financials | 1.95% | -0.03% | -0.96% | |
| 17 | ✓ | Stock-Other | 1.86% | — | -0.88% | ||
| 18 | ✓ | Stock-Other | 1.84% | — | -0.91% | ||
| 19 | ✓ | Stock-Other | 1.81% | — | -1.40% | ||
| 20 | CVX | Chevron CORP | Stock-Energy | 1.78% | +0.43% | +0.04% | |
| 21 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.70% | -0.01% | -1.00% | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 1.69% | +0.17% | -0.35% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.60% | +0.01% | +3.22% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.58% | +0.02% | -0.93% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 1.46% | +0.11% | -0.30% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.37% | -0.25% | -2.54% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.36% | -0.10% | -5.56% | |
| 28 | ✓ | Stock-Other | 1.27% | — | +1.10% | ||
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.24% | -0.04% | -0.94% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.15% | +0.07% | -5.43% | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 1.14% | +0.09% | -1.41% | |
| 32 | ✓ | Stock-Other | 1.12% | — | -4.12% | ||
| 33 | DHR | Danaher CORP | Stock-Healthcare | 1.12% | +0.08% | -3.26% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.11% | -0.02% | +2.74% | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 1.10% | +0.09% | -2.19% | |
| 36 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.09% | -0.01% | +0.78% | |
| 37 | ✓ | Stock-Other | 1.01% | — | -4.92% | ||
| 38 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.99% | +0.01% | -3.12% | |
| 39 | ✓ | Stock-Other | 0.87% | — | +0.01% | ||
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.04% | +0.32% | |
| 41 | ✓ | Stock-Other | 0.85% | — | -0.80% | ||
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.85% | -0.08% | -11.98% | |
| 43 | ✓ | Stock-Other | 0.84% | — | -1.72% | ||
| 44 | ✓ | Stock-Other | 0.84% | — | -13.72% | ||
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.78% | -0.11% | -15.97% | |
| 46 | COF | Capital One Financial CORP | Stock-Financials | 0.77% | -0.01% | +4.16% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.76% | -0.04% | -0.49% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.74% | +0.06% | -1.52% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.73% | -0.03% | -0.64% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | +0.01% | -1.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +1% | -0.84% | Trim | |
| 2 | CAT | Caterpillar Inc | +0.4% | -0.86% | Trim |
| 3 | CPK | Chesapeake Utilities CORP | +0.4% | +32.71% | Add |
| 4 | ✓ | +0.3% | -0.91% | Trim | |
| 5 | LLY | Eli Lilly & Co | +0.3% | +2.74% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.94% | Trim |
| 7 | AAPL | Apple Inc | +0.2% | +0.46% | Add |
| 8 | JNJ | Johnson & Johnson | +0.2% | -0.63% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.2% | +2.65% | Add |
| 10 | WFC | Wells Fargo & Co | +0.2% | -0.96% | Trim |
| 11 | ✓ | +0.1% | -0.83% | Trim | |
| 12 | ✓ | +0.1% | -0.88% | Trim | |
| 13 | COF | Capital One Financial CORP | +0.1% | +4.16% | Add |
| 14 | DHR | Danaher CORP | +0.1% | -3.26% | Trim |
| 15 | TJX | Tjx Companies Inc | +0.1% | -1.26% | Trim |
| 16 | BAC | Bank Of America CORP | +0.1% | -0.59% | Trim |
| 17 | GLW | Corning Inc | +0.1% | -2.25% | Trim |
| 18 | ✓ | +0.1% | -1.40% | Trim | |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.1% | +37.58% | Add |
| 20 | BMY | Bristol-myers Squibb Co | 0% | -9.62% | Trim |
| 21 | ✓ | 0% | -3.77% | Trim | |
| 22 | ✓ | 0% | -4.12% | Trim | |
| 23 | UPS | United Parcel Service-cl B | 0% | -11.98% | Trim |
| 24 | KO | Coca-cola Co/the | 0% | -1.52% | Trim |
| 25 | AXP | American Express Co | 0% | -1.44% | Trim |
| 26 | PNC | Pnc Financial Services Group | 0% | +2.64% | Add |
| 27 | SLB | Slb LTD | 0% | +0.31% | Add |
| 28 | QCOM | Qualcomm Inc | 0% | -0.28% | Trim |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 0% | -5.56% | Trim |
| 30 | IBM | Intl Business Machines CORP | 0% | -2.54% | Trim |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | +0.32% | Add |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | -0.64% | Trim |
| 33 | INTC | Intel CORP | 0% | -4.12% | Trim |
| 34 | ELV | Elevance Health Inc | 0% | — | Unchanged |
| 35 | ✓ | 0% | -12.97% | Trim | |
| 36 | WMT | Walmart Inc | 0% | -0.94% | Trim |
| 37 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 38 | ✓ | 0% | +30.73% | Add | |
| 39 | ✓ | 0% | +2.50% | Add | |
| 40 | ✓ | — | -0.80% | Trim | |
| 41 | PEP | Pepsico Inc | — | -0.49% | Trim |
| 42 | IEFA | Ishares Core Msci Eafe ETF | — | +0.89% | Add |
| 43 | DE | Deere & Co | — | +1.81% | Add |
| 44 | VWO | Vanguard Ftse Emerging Marke | — | +4.89% | Add |
| 45 | GS | Goldman Sachs Group Inc | — | — | Unchanged |
| 46 | APD | Air Products & Chemicals Inc | — | — | Unchanged |
| 47 | GEV | GE Vernova Inc | — | — | Unchanged |
| 48 | SYK | Stryker CORP | — | -0.42% | Trim |
| 49 | ✓ | — | -0.88% | Trim | |
| 50 | IGM | Ishares Expanded Tech Sector | — | — | Unchanged |
According to official SEC Form 13F filings, Tufton Capital Management reported a total U.S. public equity portfolio value of $583.4M across 122 disclosed positions in Q4 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) accounted for 22.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
市值: $1.4M
Top Position Liquidated / Trimmed
TROW
前期市值: $832.0K
During Q4 2025, Tufton Capital Management's top holdings by market value included MSFT (6.1%)、 (4.8%)、AAPL (4.8%). The largest single position, MSFT, represented 6.1% of total portfolio value.
In Q4 2025, Tufton Capital Management made 116 total portfolio adjustments, initiating 9 new buys, adding to 22 positions, trimming 80 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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