MondegarAI
Tufton Capital Management

Q3 2024 · 13F-HR

Tufton Capital Managementholdings as filed

Filed 2024-11-08 · accession 0001055963-24-000004

$533.4M
Reported value
121
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$32.9M6.17%76,481CommonNONE
037833100AAPLAPPLE INC COM$24.4M4.58%104,878CommonNONE
02079k107ALPHABET INC. CLASS C$17.7M3.33%106,147CommonNONE
46625H100JPMJPMORGAN CHASE & CO. COM$17.0M3.19%80,669CommonNONE
872540109TJXTJX COMPANIES INC$15.9M2.98%135,094CommonNONE
053015103ADPAUTO DATA PROCESSING$15.2M2.85%55,032CommonNONE
023135106AMZNAMAZON COM INC COM$12.3M2.30%65,826CommonNONE
747525103QCOMQUALCOMM INC$12.1M2.26%70,910CommonNONE
58933y105MERCK & CO. INC.$11.8M2.22%104,119CommonNONE
539830109LMTLOCKHEED MARTIN CORP$11.6M2.17%19,816CommonNONE
87612e106TARGET CORP$11.5M2.15%73,533CommonNONE
00287y109ABBVIE INC$11.4M2.14%57,877CommonNONE
742718109PGPROCTER & GAMBLE$11.1M2.09%64,288CommonNONE
75513e101RTX CORP$10.7M2.01%88,574CommonNONE
30231g102EXXON MOBIL CORP$10.6M1.99%90,495CommonNONE
h1467j104CHUBB LTD New$10.4M1.94%35,971CommonNONE
166764100CVXCHEVRON CORP$10.3M1.94%70,271CommonNONE
219350105GLWCORNING INC$10.1M1.89%222,934CommonNONE
149123101CATCATERPILLAR INC$10.0M1.88%25,600CommonNONE
98978v103ZOETIS INC CLASS A$9.9M1.85%50,518CommonNONE
060505104BACBANK OF AMERICA CORP$9.8M1.83%246,233CommonNONE
478160104JNJJOHNSON & JOHNSON$9.2M1.73%56,934CommonNONE
165303108CPKCHESAPEAKE UTILS CORP COM$8.8M1.66%71,250CommonNONE
655844108NSCNORFOLK SOUTHERN CO$8.8M1.64%35,283CommonNONE
291011104EMREMERSON ELECTRIC CO$8.4M1.58%76,883CommonNONE
n6596x109NXP SEMICONDUCTORS F$8.3M1.56%34,756CommonNONE
002824100ABTABBOTT LABORATORIES$8.1M1.53%71,403CommonNONE
14448c104CARRIER GLOBAL CORP$7.8M1.47%97,525CommonNONE
609207105MDLZMONDELEZ INTL CLASS A$7.7M1.45%105,068CommonNONE
22822v101CROWN CASTLE INC REIT$7.6M1.42%64,004CommonNONE
911312106UPSUNITED PARCEL SRVC CLASS B$7.5M1.40%54,837CommonNONE
949746101WMT2WELLS FARGO & CO$7.3M1.36%128,587CommonNONE
253868103DLRDIGITAL REALTY TRUST REIT$6.6M1.24%40,889CommonNONE
G5960L103MDTMEDTRONIC PLC SHS$6.4M1.20%71,253CommonNONE
254687106DISWALT DISNEY CO$6.4M1.19%66,217CommonNONE
459200101IBMINTL BUSINESS MACHINES CORP I$6.2M1.16%27,990CommonNONE
713448108PEPPEPSICO INC$5.8M1.09%34,333CommonNONE
718172109PMPHILIP MORRIS INTL$5.2M0.98%43,040CommonNONE
874039100TSMTAIWAN SEMICONDUCTR F SPONSORE$5.1M0.95%29,320CommonNONE
26441c204DUKE ENERGY CORP$5.1M0.95%44,146CommonNONE
191216100KOCOCA COLA COMPANY$4.8M0.90%66,960CommonNONE
88579y1013M CO$4.3M0.81%31,637CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB$4.3M0.80%82,699CommonNONE
92343v104VERIZON COMMUNICATIONS INC$4.3M0.80%95,100CommonNONE
532457108LLYELI LILLY AND CO$4.1M0.76%4,577CommonNONE
02079K305GOOGLALPHABET INC CAP STK CL A$4.0M0.76%24,296CommonNONE
26614n102DUPONT DE NEMOURS INC IA$3.9M0.74%44,012CommonNONE
464287200IVVISHARES CORE S&P 500 ETF$3.8M0.72%6,626CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE ET$3.8M0.71%8,969CommonNONE
084670702BRK/BBERKSHIRE HATHAWAYINC DEL CL$3.4M0.64%7,472CommonNONE
235851102DHRDANAHER CORP$3.3M0.61%11,778CommonNONE
194162103CLCOLGATE-PALMOLIVE CO$2.8M0.52%26,975CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES IN$2.8M0.52%11,717CommonNONE
579780206MKCMC CORMICK & CO INC$2.8M0.52%33,672CommonNONE
14040H105COFCAPITAL ONE FINL CORP COM$2.7M0.51%18,076CommonNONE
293792107EPDENTERPRISE PRODS PART LP$2.6M0.48%88,559CommonNONE
260557103DOWDOW INC REG SHS$2.6M0.48%46,749CommonNONE
17275r102CISCO SYSTEMS INC$2.5M0.48%47,797CommonNONE
78462f103SPDR S&P 500 ETF TR TR UNIT$2.5M0.47%4,405CommonNONE
22160k105COSTCO WHOLESALE CO$2.3M0.43%2,577CommonNONE
036752103ELVELEVANCE HEALTH INC COM$2.1M0.40%4,124CommonNONE
458140100INTCINTEL CORP$2.0M0.37%84,322CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL$2.0M0.37%33,860CommonNONE
78464a763SPDR S&P DIVIDEND ETF$1.8M0.33%12,565CommonNONE
693475105PNCPNC FINCL SERVICES GROUP$1.7M0.32%9,262CommonNONE
68902v107OTIS WORLDWIDE CORP$1.6M0.31%15,727CommonNONE
30303M102METAMETA PLATFORMS INC CL A$1.4M0.26%2,377CommonNONE
46432F842IEFAISHARES TR CORE MSCI EAFE ETF$1.3M0.24%16,710CommonNONE
67066G104NVDANVIDIA CORP COM$1.3M0.24%10,660CommonNONE
871829107SYYSYSCO CORP COM$1.3M0.24%16,332CommonNONE
025816109AXPAMERICAN EXPRESS CO COM$1.2M0.23%4,560CommonNONE
464287507IJHISHARES CORE S&P MID-CAPETF$1.1M0.20%17,139CommonNONE
244199105DEDEERE CO$1.1M0.20%2,536CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKET$979,2020.18%20,464CommonNONE
74144T108TROWPRICE T ROWE GROUP INC COM$959,3460.18%8,807CommonNONE
101137107BSXBOSTON SCIENTIFIC CO$901,1010.17%10,753CommonNONE
806857108SLBSCHLUMBERGER LTD$873,9860.16%20,834CommonNONE
464287804IJRISHARES CORE S&P SMALL CAP ET$847,2580.16%7,244CommonNONE
65339F101NEENEXTERA ENERGY INC COM$820,7860.15%9,710CommonNONE
92826c839VISA INC CLASS A$816,6010.15%2,970CommonNONE
548661107LOWLOWES COS INC COM$813,9040.15%3,005CommonNONE
72352l106PINTEREST INC CLASS A$786,7520.15%24,305CommonNONE
907818108UNPUNION PAC CORP COM$784,5450.15%3,183CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED MARKET$631,3960.12%11,956CommonNONE
042068205ARMARM HOLDINGS PLC$623,5230.12%4,360CommonNONE
46434g103ISHARES INC CORE MSCI EMERGI$622,5540.12%10,844CommonNONE
21036p108CONSTELLATION BRAND CLASS A$605,5710.11%2,350CommonNONE
437076102HDHOME DEPOT INC$593,2330.11%1,464CommonNONE
931142103WMTWALMART INC COM$565,9760.11%7,009CommonNONE
464287549IGMISHARES TR NORTH AMERN TECH ET$546,8580.10%5,700CommonNONE
64110L106NFLXNETFLIX INC COM$543,3000.10%766CommonNONE
02209s103ALTRIA GROUP INC$536,9400.10%10,520CommonNONE
46120e602INTUITIVE SURGICAL INC NEW$495,2000.09%1,008CommonNONE
009158106APDAIR PRODS & CHEMS INC COM$449,5870.08%1,510CommonNONE
88160R101TSLATESLA INC COM$448,9570.08%1,716CommonNONE
g29183103EATON CORP PLC$445,1230.08%1,343CommonNONE
580135101MCDMCDONALDS CORP COM$434,6600.08%1,427CommonNONE
084423102WRBW R BERKLEY CORP$421,2200.08%7,425CommonNONE
31428x106FEDEX CORP$412,9830.08%1,509CommonNONE
817565104SCISERVICE CORP INTL COM$394,6500.07%5,000CommonNONE
126408103CSXCSX CORP COM$393,9180.07%11,408CommonNONE
369604301GEGE AEROSPACE COM NEW$377,1600.07%2,000CommonNONE
115637209BF/BBROWN FORMAN CORP CL B$372,6900.07%7,575CommonNONE
438516106HONHONEYWELL INTL INC COM$357,1940.07%1,728CommonNONE
863667101SYKSTRYKER CORP$350,0600.07%969CommonNONE
461202103INTUINTUIT INC$332,2350.06%535CommonNONE
81369Y803XLKSELECT SECTOR SPDR SPDR TR TE$320,3530.06%1,419CommonNONE
316092857FRELFIDELITY COVINGTON TR MSCI REA$284,6580.05%9,656CommonNONE
148929102CAVACAVA GROUP INC$281,7580.05%2,275CommonNONE
717081103PFEPFIZER INC COM$279,9070.05%9,672CommonNONE
57636q104MASTERCARD INC CLASS A$254,3070.05%515CommonNONE
03076c106AMERIPRISE FINANCIAL, INC$248,9990.05%530CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC COM$235,1770.04%475CommonNONE
780259305SHELSHELL PLC$233,7920.04%3,545CommonNONE
743410103PROLOGIS INC$229,1980.04%1,815CommonNONE
30779N105FMAOFARMER & MERCHANTS BANCORP INC$217,3290.04%7,860CommonNONE
79466l302SALESFORCE COM INC$212,1250.04%775CommonNONE
133131102CPTCAMDEN PPTY TR COM SBI REIT$210,0010.04%1,700CommonNONE
922042775VEUVANGUARD FTSE ALL WORLD EX US$206,0100.04%3,270CommonNONE
05479k106ELUTIA INC$52,1970.01%13,700CommonNONE
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.