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CIK: 0001055963
Total reported value
$583.4M
$583.4M
127 檔
24.5%
In Q2 2026, Tufton Capital Management's U.S. equity holdings reached a combined market value of $583.4M, distributed across 127 disclosed stock positions.
In Q2 2026, Tufton Capital Management adopted a defensive or profit-taking posture, trimming 71 positions and completely liquidating 7 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including GLW, GOOG, MSFT) accounted for 24.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $11.2M
Top Position Liquidated / Trimmed
XOM
前期市值: $14.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | Stock-Tech | 6.16% | -2.51% | -11.18% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.90% | -0.16% | -2.65% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.54% | +1.77% | +1.74% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.53% | +0.72% | -2.21% | |
| 5 | CAT | Caterpillar Inc | Stock-Industrials | 3.90% | -0.93% | -9.00% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.83% | -0.10% | -1.92% | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.97% | -0.34% | -2.24% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.68% | +0.14% | -2.22% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.28% | +0.13% | -1.36% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.26% | +0.11% | -1.21% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 2.20% | -0.02% | -0.93% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 2.13% | -0.07% | -1.37% | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.12% | +0.30% | -0.87% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.96% | +0.02% | -5.99% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.90% | -0.10% | -5.87% | |
| 16 | CB | Chubb Limited | Stock-Financials | 1.89% | -0.06% | -1.11% | |
| 17 | ✓ | Stock-Other | 1.87% | +0.39% | — | ||
| 18 | ADP | Automatic Data Processing | Stock-Tech | 1.86% | +0.31% | -1.07% | |
| 19 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.74% | -0.01% | -1.27% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.72% | +0.43% | -5.65% | |
| 21 | EMR | Emerson Electric Co | Stock-Industrials | 1.70% | +0.17% | -1.18% | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 1.61% | -0.03% | -1.41% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.56% | +0.02% | -0.96% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.53% | +0.01% | -0.93% | |
| 25 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.49% | -0.21% | -3.76% | |
| 26 | TGT | Target CORP | Stock-Consumer Disc | 1.40% | +0.30% | -1.06% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 1.24% | -0.25% | +0.56% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | -0.04% | -3.61% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 1.20% | +0.09% | -0.22% | |
| 30 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.17% | -0.01% | -2.28% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.15% | -0.02% | -1.50% | |
| 32 | CARR | Carrier Global CORP | Stock-Industrials | 1.09% | -0.26% | -1.66% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 1.04% | +0.11% | +3.72% | |
| 34 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.98% | +0.01% | -1.48% | |
| 35 | INTC | Intel CORP | Stock-Tech | 0.98% | -0.14% | -27.11% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.04% | -0.71% | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 0.90% | -0.08% | +0.25% | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 0.87% | +0.08% | -2.57% | |
| 39 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.86% | -0.08% | -0.97% | |
| 40 | MMM | 3m Co | Stock-Industrials | 0.82% | +0.02% | +0.04% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.82% | +0.06% | +0.12% | |
| 42 | MDT | Medtronic plc | Stock-Healthcare | 0.81% | +0.09% | -3.90% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.73% | -0.03% | -1.23% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.71% | -0.11% | -0.28% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | -0.04% | -1.47% | |
| 46 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.62% | +0.07% | -0.09% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | +0.01% | — | |
| 48 | CCI | Crown Castle Inc | Stock-Real Estate | 0.61% | -0.37% | -5.43% | |
| 49 | COF | Capital One Financial CORP | Stock-Financials | 0.60% | -0.01% | -1.11% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.58% | +0.07% | -11.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +2.2% | -11.18% | Trim |
| 2 | ✓ | +1.9% | NEW | New buy | |
| 3 | CAT | Caterpillar Inc | +0.8% | -9.00% | Trim |
| 4 | INTC | Intel CORP | +0.5% | -27.11% | Trim |
| 5 | GOOG | Alphabet Inc-cl C | +0.5% | -2.65% | Trim |
| 6 | QCOM | Qualcomm Inc | +0.4% | -5.99% | Trim |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -5.87% | Trim |
| 8 | NXPI | NXP Semiconductors N.V. | +0.3% | -3.76% | Trim |
| 9 | ✓ | +0.2% | NEW | New buy | |
| 10 | CSCO | Cisco Systems Inc | +0.2% | -0.28% | Trim |
| 11 | LLY | Eli Lilly & Co | +0.2% | -1.50% | Trim |
| 12 | CARR | Carrier Global CORP | +0.2% | -1.66% | Trim |
| 13 | AAPL | Apple Inc | +0.1% | -2.21% | Trim |
| 14 | BAC | Bank Of America CORP | +0.1% | -1.37% | Trim |
| 15 | ABBV | Abbvie Inc | +0.1% | -1.21% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.61% | Trim |
| 17 | ARM | Arm Holdings Plc-adr | +0.1% | -9.88% | Trim |
| 18 | AMZN | Amazon.com Inc | +0.1% | -2.22% | Trim |
| 19 | IBM | Intl Business Machines CORP | +0.1% | +0.56% | Add |
| 20 | Q | Qnity Electronics Inc | +0.1% | -4.01% | Trim |
| 21 | VEA | Vanguard Ftse Developed ETF | +0.1% | +22.01% | Add |
| 22 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.71% | Trim |
| 23 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +19.23% | Add |
| 24 | DFIC | Dimensional International Co | +0.1% | NEW | New buy |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 26 | DFIV | Dimensional International Va | 0% | NEW | New buy |
| 27 | AVEM | Avantis Emerging Markets Eq | 0% | NEW | New buy |
| 28 | AVGO | Broadcom Inc | 0% | NEW | New buy |
| 29 | MMM | 3m Co | 0% | +0.04% | Add |
| 30 | PNC | Pnc Financial Services Group | 0% | -1.89% | Trim |
| 31 | IGM | Ishares Expanded Tech Sector | 0% | — | Unchanged |
| 32 | VOO | Vanguard S&p 500 ETF | 0% | +28.64% | Add |
| 33 | MDB | Mongodb Inc | 0% | NEW | New buy |
| 34 | MTUM | Ishares Msci USA Momentum Fa | 0% | +25.47% | Add |
| 35 | JPM | Jpmorgan Chase & Co | 0% | -1.92% | Trim |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | -1.23% | Trim |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.12% | Trim |
| 38 | GE | General Electric | 0% | +1.03% | Add |
| 39 | GEV | GE Vernova Inc | 0% | +1.28% | Add |
| 40 | IJR | Ishares Core S&p Small-cap E | 0% | -1.70% | Trim |
| 41 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 42 | DFAC | Dimensional US Core Equity 2 | 0% | +22.56% | Add |
| 43 | QQQ | Invesco Qqq Trust Series 1 | 0% | +5.70% | Add |
| 44 | DFUV | Dimensional US Marketwide Va | 0% | +29.83% | Add |
| 45 | ADP | Automatic Data Processing | 0% | -1.07% | Trim |
| 46 | PM | Philip Morris International | 0% | -0.22% | Trim |
| 47 | DE | Deere & Co | 0% | — | Unchanged |
| 48 | AXP | American Express Co | 0% | — | Unchanged |
| 49 | NVDA | Nvidia CORP | 0% | -1.19% | Trim |
| 50 | IJH | Ishares Core S&p Midcap ETF | 0% | -1.88% | Trim |
According to official SEC Form 13F filings, Tufton Capital Management reported a total U.S. public equity portfolio value of $583.4M across 127 disclosed positions in Q2 2026.
During Q2 2026, Tufton Capital Management's top holdings by market value included GLW (6.2%)、GOOG (4.9%)、MSFT (4.5%). The largest single position, GLW, represented 6.2% of total portfolio value.
In Q2 2026, Tufton Capital Management made 112 total portfolio adjustments, initiating 8 new buys, adding to 26 positions, trimming 71 holdings, and fully liquidating 7 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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