MondegarAI
Tufton Capital Management

Q2 2024 · 13F-HR

Tufton Capital Managementholdings as filed

Filed 2024-07-31 · accession 0001055963-24-000003

$514.2M
Reported value
119
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$34.9M6.79%78,152CommonNONE
037833100AAPLAPPLE INC$22.3M4.33%105,761CommonNONE
02079k107ALPHABET INC. CLASS C$20.3M3.95%110,726CommonNONE
46625h100JPMORGAN CHASE & CO$16.7M3.25%82,678CommonNONE
872540109TJXTJX COMPANIES INC$15.2M2.95%137,656CommonNONE
747525103QCOMQUALCOMM INC$14.5M2.82%72,755CommonNONE
053015103ADPAUTO DATA PROCESSING$13.4M2.60%56,097CommonNONE
58933y105MERCK & CO. INC.$13.0M2.54%105,369CommonNONE
023135106AMZNAMAZON.COM INC$12.4M2.42%64,283CommonNONE
87612e106TARGET CORP$10.8M2.11%73,163CommonNONE
166764100CVXCHEVRON CORP$10.8M2.11%69,226CommonNONE
742718109PGPROCTER & GAMBLE$10.7M2.09%65,031CommonNONE
30231g102EXXON MOBIL CORP$10.6M2.07%92,427CommonNONE
060505104BACBANK OF AMERICA CORP$10.1M1.97%255,117CommonNONE
00287y109ABBVIE INC$10.1M1.96%58,909CommonNONE
539830109LMTLOCKHEED MARTIN CORP$9.5M1.85%20,337CommonNONE
n6596x109NXP SEMICONDUCTORS F$9.5M1.84%35,241CommonNONE
75513e101RTX CORP$9.4M1.83%93,803CommonNONE
h1467j104CHUBB LTD New$9.4M1.83%36,823CommonNONE
98978v103ZOETIS INC CLASS A$9.0M1.74%51,701CommonNONE
219350105GLWCORNING INC$8.9M1.74%229,994CommonNONE
149123101CATCATERPILLAR INC$8.8M1.71%26,355CommonNONE
291011104EMREMERSON ELECTRIC CO$8.7M1.69%78,704CommonNONE
478160104JNJJOHNSON & JOHNSON$8.5M1.66%58,484CommonNONE
655844108NSCNORFOLK SOUTHERN CO$7.9M1.53%36,576CommonNONE
949746101WMT2WELLS FARGO & CO$7.8M1.51%131,032CommonNONE
002824100ABTABBOTT LABORATORIES$7.7M1.50%74,173CommonNONE
165303108CPKCHESAPEAKE UTILS CORP COM$7.6M1.47%71,250CommonNONE
609207105MDLZMONDELEZ INTL CLASS A$7.0M1.37%107,693CommonNONE
254687106DISWALT DISNEY CO$6.9M1.34%69,184CommonNONE
22822v101CROWN CASTLE INC REIT$6.5M1.27%66,713CommonNONE
14448c104CARRIER GLOBAL CORP$6.4M1.24%100,770CommonNONE
253868103DLRDIGITAL REALTY TRUST REIT$6.4M1.24%41,779CommonNONE
911312106UPSUNITED PARCEL SRVC CLASS B$6.3M1.23%46,318CommonNONE
G5960L103MDTMEDTRONIC PLC SHS$5.9M1.16%75,476CommonNONE
713448108PEPPEPSICO INC$5.7M1.11%34,499CommonNONE
874039100TSMTAIWAN SEMICONDUCTR F SPONSORE$5.3M1.03%30,354CommonNONE
459200101IBMINTL BUSINESS MACHINES CORP I$5.0M0.97%28,715CommonNONE
26441c204DUKE ENERGY CORP$4.9M0.96%49,331CommonNONE
718172109PMPHILIP MORRIS INTL$4.5M0.88%44,821CommonNONE
02079k305ALPHABET INC SHS CL A$4.5M0.87%24,440CommonNONE
191216100KOCOCA COLA COMPANY$4.3M0.84%68,221CommonNONE
92343v104VERIZON COMMUNICATN$4.1M0.79%99,017CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE ET$3.9M0.77%10,087CommonNONE
194162103CLCOLGATE-PALMOLIVE CO$3.7M0.73%38,603CommonNONE
26614n102DUPONT DE NEMOURS INC IA$3.7M0.72%46,212CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB$3.6M0.71%87,331CommonNONE
88579y1013M CO$3.4M0.66%33,362CommonNONE
532457108LLYELI LILLY AND CO$3.1M0.61%3,467CommonNONE
084670702BRK/BBERKSHIRE HATHAWAYINC DEL CL$3.0M0.59%7,472CommonNONE
464287200IVVISHARES CORE S&P 500 ETF$3.0M0.58%5,466CommonNONE
235851102DHRDANAHER CORP$3.0M0.57%11,833CommonNONE
458140100INTCINTEL CORP$2.8M0.55%90,509CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES IN$2.8M0.54%12,268CommonNONE
293792107EPDENTERPRISE PRODS PART LP$2.6M0.51%91,014CommonNONE
260557103DOWDOW INC REG SHS$2.6M0.50%48,843CommonNONE
14040H105COFCAPITAL ONE FINL CORP COM$2.6M0.50%18,481CommonNONE
579780206MKCMC CORMICK & CO INC$2.5M0.48%34,547CommonNONE
17275r102CISCO SYSTEMS INC$2.4M0.47%50,884CommonNONE
036752103ELVELEVANCE HEALTH INC COM$2.2M0.43%4,124CommonNONE
78462f103SPDR S&P 500 ETF TR TR UNIT$2.2M0.43%4,093CommonNONE
22160k105COSTCO WHOLESALE CO$2.2M0.42%2,542CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL$2.1M0.42%34,200CommonNONE
78464a763SPDR S&P DIVIDEND ETF$1.6M0.31%12,557CommonNONE
68902v107OTIS WORLDWIDE CORP$1.5M0.30%15,852CommonNONE
693475105PNCPNC FINCL SERVICES GROUP$1.5M0.28%9,422CommonNONE
464287507IJHISHARES CORE S&P MID-CAPETF$1.2M0.24%21,245CommonNONE
871829107SYYSYSCO CORP COM$1.2M0.24%17,207CommonNONE
30303m102META PLATFORMS INC CLASS A$1.2M0.23%2,390CommonNONE
806857108SLBSCHLUMBERGER LTD$1.1M0.21%22,740CommonNONE
025816109AXPAMERICAN EXPRESS CO COM$1.1M0.21%4,560CommonNONE
464287804IJRISHARES CORE S&P SMALL CAP ET$982,1250.19%9,208CommonNONE
92826c839VISA INC CLASS A$974,5510.19%3,713CommonNONE
46432F842IEFAISHARES TR CORE MSCI EAFE ETF$961,2450.19%13,233CommonNONE
244199105DEDEERE CO$955,3710.19%2,557CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKET$915,1960.18%20,914CommonNONE
72352l106PINTEREST INC CLASS A$903,6550.18%20,505CommonNONE
74144T108TROWPRICE T ROWE GROUP INC COM$881,1990.17%7,642CommonNONE
101137107BSXBOSTON SCIENTIFIC CO$873,4470.17%11,342CommonNONE
67066G104NVDANVIDIA CORP COM$829,5710.16%6,715CommonNONE
907818108UNPUNION PAC CORP COM$749,5990.15%3,313CommonNONE
65339F101NEENEXTERA ENERGY INC COM$712,3480.14%10,060CommonNONE
042068205ARMARM HOLDINGS PLC$692,9300.13%4,235CommonNONE
548661107LOWLOWES COS INC COM$662,4820.13%3,005CommonNONE
21036p108CONSTELLATION BRAND CLASS A$650,9180.13%2,530CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED MARKET$590,8650.11%11,956CommonNONE
464287549IGMISHARES TR NORTH AMERN TECH ET$537,5670.10%5,700CommonNONE
02209s103ALTRIA GROUP INC$530,6570.10%11,650CommonNONE
46434g103ISHARES INC CORE MSCI EMERGI$521,3280.10%9,739CommonNONE
64110l106NETFLIX COM INC$516,9580.10%766CommonNONE
097023105BABOEING CO$504,7130.10%2,773CommonNONE
437076102HDHOME DEPOT INC$496,0620.10%1,441CommonNONE
31428x106FEDEX CORP$488,7390.10%1,630CommonNONE
931142103WMTWALMART INC COM$465,2350.09%6,871CommonNONE
46120e602INTUITIVE SURGICAL INC NEW$448,4080.09%1,008CommonNONE
g29183103EATON CORP PLC$421,0970.08%1,343CommonNONE
009158106APDAIR PRODS & CHEMS INC COM$389,6550.08%1,510CommonNONE
084423102WRBW R BERKLEY CORP$388,9710.08%4,950CommonNONE
126408103CSXCSX CORP COM$379,3230.07%11,340CommonNONE
817565104SCISERVICE CORP INTL COM$355,6500.07%5,000CommonNONE
580135101MCDMCDONALDS CORP COM$354,5310.07%1,391CommonNONE
461202103INTUINTUIT INC$351,6070.07%535CommonNONE
863667101SYKSTRYKER CORP$336,8470.07%990CommonNONE
438516106HONHONEYWELL INTL INC COM$331,4140.06%1,552CommonNONE
115637209BF/BBROWN FORMAN CORP CL B$327,1640.06%7,575CommonNONE
316092857FRELFIDELITY COVINGTON TR MSCI REA$326,3280.06%12,878CommonNONE
369604301GEGENERAL ELECTRIC$317,9400.06%2,000CommonNONE
81369Y803XLKSELECT SECTOR SPDR SPDR TR TE$298,3970.06%1,319CommonNONE
57636q104MASTERCARD INC CLASS A$297,3410.06%674CommonNONE
88160r101TESLA INC$290,0920.06%1,466CommonNONE
743410103PROLOGIS INC$288,6360.06%2,570CommonNONE
464288273SCZISHARES MSCI EAFE SMALL CAP$273,4960.05%4,437CommonNONE
83444m101SOLVENTUM CORP$261,2800.05%4,941CommonNONE
780259305SHELSHELL PLC$255,8780.05%3,545CommonNONE
717081103PFEPFIZER INC COM$253,3020.05%9,053CommonNONE
03076c106AMERIPRISE FINANCIAL, INC$226,4100.04%530CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC COM$214,8520.04%475CommonNONE
918204108VFCV F CORPORATION$159,7720.03%11,835CommonNONE
27922x105ECOSPHERE TECH INC COM$010,500CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.