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CIK: 0001055963
Total reported value
$596.0M
$596.0M
131 檔
19.8%
During the Q1 2026 filing period, Tufton Capital Management (CIK: 0001055963) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $596.0M across 131 reported positions.
In Q1 2026, Tufton Capital Management adopted a defensive or profit-taking posture, trimming 55 positions and completely liquidating 40 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.81% | -0.27% | -1.70% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.43% | +0.47% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.41% | +0.12% | -5.10% | |
| 4 | GLW | Corning Inc | Stock-Tech | 4.00% | +2.16% | -11.98% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.81% | +0.02% | -2.56% | |
| 6 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.47% | -0.50% | -3.70% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 3.09% | +0.81% | -3.01% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.62% | -2.62% | EXIT | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.59% | +0.09% | -1.51% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.47% | -0.75% | -1.53% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 2.45% | -0.25% | — | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.41% | -0.13% | -1.41% | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.17% | -0.05% | — | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 2.14% | +0.12% | — | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.02% | -0.46% | -1.96% | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 2.01% | +0.12% | -2.67% | |
| 17 | CB | Chubb Limited | Stock-Financials | 1.98% | -0.09% | — | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 1.85% | +0.01% | -0.90% | |
| 19 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.74% | — | -1.25% | |
| 20 | WFC | Wells Fargo & Co | Stock-Financials | 1.70% | -0.09% | -1.58% | |
| 21 | EMR | Emerson Electric Co | Stock-Industrials | 1.70% | — | -1.73% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.65% | -0.12% | -1.30% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 1.58% | +0.38% | -1.49% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.55% | +0.35% | -1.58% | |
| 25 | TGT | Target CORP | Stock-Consumer Disc | 1.42% | -0.02% | — | |
| 26 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.30% | -0.13% | -2.01% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 1.23% | -0.19% | -0.93% | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 1.19% | +0.01% | -2.21% | |
| 29 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.18% | +0.31% | — | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 1.16% | +0.08% | -0.81% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.12% | -6.12% | |
| 32 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.08% | -0.10% | -2.49% | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 1.01% | -0.20% | -1.76% | |
| 34 | DUK | Duke Energy CORP | Stock-Utilities | 1.01% | -0.11% | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.18% | -1.26% | |
| 36 | ZTS | Zoetis Inc | Stock-Healthcare | 0.97% | -0.44% | — | |
| 37 | DHR | Danaher CORP | Stock-Healthcare | 0.96% | -0.09% | -0.43% | |
| 38 | CARR | Carrier Global CORP | Stock-Industrials | 0.92% | +0.17% | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.05% | +3.28% | |
| 40 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.86% | — | -1.17% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.83% | -0.17% | -2.15% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.83% | -0.01% | -0.83% | |
| 43 | CPK | Chesapeake Utilities CORP | Stock-Other | 0.80% | -0.28% | -63.33% | |
| 44 | MMM | 3m Co | Stock-Industrials | 0.79% | +0.03% | — | |
| 45 | CCI | Crown Castle Inc | Stock-Real Estate | 0.75% | -0.14% | — | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.75% | -0.18% | — | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.72% | -0.14% | -29.40% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.71% | +0.02% | -2.50% | |
| 49 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.71% | -0.09% | -0.71% | |
| 50 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.66% | -0.37% | -1.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +1.2% | -11.98% | Trim |
| 2 | CVX | Chevron CORP | +0.7% | -1.53% | Trim |
| 3 | CAT | Caterpillar Inc | +0.6% | -3.01% | Trim |
| 4 | LMT | Lockheed Martin CORP | +0.4% | -1.96% | Trim |
| 5 | JNJ | Johnson & Johnson | +0.4% | -1.41% | Trim |
| 6 | DLR | Digital Realty Trust Inc | +0.2% | -2.01% | Trim |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -1.58% | Trim |
| 8 | TJX | Tjx Companies Inc | +0.1% | -3.70% | Trim |
| 9 | EPD | Enterprise Products Partners | +0.1% | -0.30% | Trim |
| 10 | BMY | Bristol-myers Squibb Co | +0.1% | -0.71% | Trim |
| 11 | KO | Coca-cola Co/the | +0.1% | -0.83% | Trim |
| 12 | MDLZ | Mondelez International Inc-a | +0.1% | -2.49% | Trim |
| 13 | INTC | Intel CORP | +0.1% | -3.56% | Trim |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.1% | +24.29% | Add |
| 15 | PEP | Pepsico Inc | +0.1% | -2.15% | Trim |
| 16 | DOW | Dow Inc | +0.1% | -2.62% | Trim |
| 17 | OXY | Occidental Petroleum CORP | +0.1% | -0.73% | Trim |
| 18 | DE | Deere & Co | +0.1% | — | Unchanged |
| 19 | SLB | Slb LTD | +0.1% | -1.82% | Trim |
| 20 | PM | Philip Morris International | +0.1% | -2.21% | Trim |
| 21 | PG | Procter & Gamble Co/the | +0.1% | -1.30% | Trim |
| 22 | NSC | Norfolk Southern CORP | 0% | -1.25% | Trim |
| 23 | VWO | Vanguard Ftse Emerging Marke | 0% | +11.76% | Add |
| 24 | ARM | Arm Holdings Plc-adr | 0% | — | Unchanged |
| 25 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 26 | CL | Colgate-palmolive Co | 0% | -2.24% | Trim |
| 27 | IEFA | Ishares Core Msci Eafe ETF | 0% | +3.41% | Add |
| 28 | NEE | Nextera Energy Inc | 0% | -2.78% | Trim |
| 29 | IJR | Ishares Core S&p Small-cap E | 0% | +5.71% | Add |
| 30 | IJH | Ishares Core S&p Midcap ETF | 0% | +5.00% | Add |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | +3.28% | Add |
| 32 | BA | Boeing Co/the | 0% | +38.10% | Add |
| 33 | EMR | Emerson Electric Co | 0% | -1.73% | Trim |
| 34 | UPS | United Parcel Service-cl B | 0% | -1.17% | Trim |
| 35 | APD | Air Products & Chemicals Inc | 0% | — | Unchanged |
| 36 | SHEL | Shell Plc-adr | 0% | — | Unchanged |
| 37 | CSX | Csx CORP | 0% | +1.21% | Add |
| 38 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 39 | WMT | Walmart Inc | 0% | -6.21% | Trim |
| 40 | LOW | Lowe's Cos Inc | 0% | +0.93% | Add |
| 41 | MCD | Mcdonald's CORP | 0% | -3.43% | Trim |
| 42 | PNC | Pnc Financial Services Group | 0% | — | Unchanged |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | — | +0.61% | Add |
| 44 | GE | General Electric | — | — | Unchanged |
| 45 | UNP | Union Pacific CORP | — | -11.13% | Trim |
| 46 | TSLA | Tesla Inc | — | +1.58% | Add |
| 47 | SYY | Sysco CORP | — | -0.28% | Trim |
| 48 | WRB | Wr Berkley CORP | — | — | Unchanged |
| 49 | SYK | Stryker CORP | — | — | Unchanged |
| 50 | HD | Home Depot Inc | — | -0.15% | Trim |
According to official SEC Form 13F filings, Tufton Capital Management reported a total U.S. public equity portfolio value of $596.0M across 131 disclosed positions in Q1 2026.
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, GOOG, AAPL) accounted for 19.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
GOOG
市值: $24.3M
Top Position Liquidated / Trimmed
前期市值: $27.6M
During Q1 2026, Tufton Capital Management's top holdings by market value included MSFT (4.8%)、GOOG (4.4%)、AAPL (4.4%). The largest single position, MSFT, represented 4.8% of total portfolio value.
In Q1 2026, Tufton Capital Management made 151 total portfolio adjustments, initiating 44 new buys, adding to 12 positions, trimming 55 holdings, and fully liquidating 40 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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