MondegarAI
Tufton Capital Management

Q4 2024 · 13F-HR

Tufton Capital Managementholdings as filed

Filed 2025-02-05 · accession 0001055963-25-000001

$528.7M
Reported value
120
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$31.9M6.04%75,755CommonNONE
037833100AAPLAPPLE INC COM$25.8M4.88%103,012CommonNONE
02079k107ALPHABET INC. CLASS C$20.0M3.79%105,267CommonNONE
46625H100JPMJPMORGAN CHASE & CO. COM$19.2M3.63%80,030CommonNONE
872540109TJXTJX COMPANIES INC$16.2M3.06%134,113CommonNONE
053015103ADPAUTO DATA PROCESSING$16.0M3.03%54,769CommonNONE
023135106AMZNAMAZON COM INC COM$14.4M2.73%65,788CommonNONE
747525103QCOMQUALCOMM INC$10.9M2.06%70,793CommonNONE
060505104BACBANK OF AMERICA CORP$10.8M2.04%244,970CommonNONE
742718109PGPROCTER & GAMBLE$10.7M2.03%64,006CommonNONE
219350105GLWCORNING INC$10.5M1.98%220,310CommonNONE
58933y105MERCK & CO. INC.$10.4M1.97%104,684CommonNONE
00287y109ABBVIE INC$10.3M1.95%58,163CommonNONE
75513e101RTX CORP$10.2M1.93%88,000CommonNONE
166764100CVXCHEVRON CORP$10.1M1.92%70,065CommonNONE
87612e106TARGET CORP$10.0M1.90%74,155CommonNONE
h1467j104CHUBB LTD New$9.9M1.87%35,845CommonNONE
30231g102EXXON MOBIL CORP$9.7M1.84%90,256CommonNONE
539830109LMTLOCKHEED MARTIN CORP$9.6M1.82%19,782CommonNONE
291011104EMREMERSON ELECTRIC CO$9.5M1.80%76,727CommonNONE
149123101CATCATERPILLAR INC$9.2M1.75%25,464CommonNONE
949746101WMT2WELLS FARGO & CO$8.9M1.68%126,672CommonNONE
165303108CPKCHESAPEAKE UTILS CORP COM$8.6M1.64%71,250CommonNONE
655844108NSCNORFOLK SOUTHERN CO$8.3M1.57%35,314CommonNONE
478160104JNJJOHNSON & JOHNSON$8.3M1.56%57,105CommonNONE
98978v103ZOETIS INC CLASS A$8.2M1.55%50,402CommonNONE
002824100ABTABBOTT LABORATORIES$8.1M1.52%71,257CommonNONE
911312106UPSUNITED PARCEL SRVC CLASS B$7.4M1.40%58,851CommonNONE
253868103DLRDIGITAL REALTY TRUST REIT$7.3M1.38%41,262CommonNONE
254687106DISWALT DISNEY CO$7.2M1.36%64,402CommonNONE
n6596x109NXP SEMICONDUCTORS F$7.1M1.35%34,296CommonNONE
609207105MDLZMONDELEZ INTL CLASS A$6.8M1.28%113,271CommonNONE
14448c104CARRIER GLOBAL CORP$6.6M1.25%97,191CommonNONE
459200101IBMINTL BUSINESS MACHINES CORP I$6.1M1.15%27,741CommonNONE
22822v101CROWN CASTLE INC REIT$5.8M1.10%64,239CommonNONE
654106103NKENIKE INC CL B$5.7M1.08%75,151CommonNONE
874039100TSMTAIWAN SEMICONDUCTR F SPONSORE$5.6M1.07%28,553CommonNONE
G5960L103MDTMEDTRONIC PLC SHS$5.6M1.05%69,561CommonNONE
713448108PEPPEPSICO INC$5.2M0.99%34,513CommonNONE
718172109PMPHILIP MORRIS INTL$5.2M0.97%42,817CommonNONE
26441c204DUKE ENERGY CORP$4.8M0.90%44,228CommonNONE
02079K305GOOGLALPHABET INC CAP STK CL A$4.5M0.86%24,026CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB$4.5M0.85%79,395CommonNONE
88579y1013M CO$4.1M0.78%32,091CommonNONE
191216100KOCOCA COLA COMPANY$4.1M0.77%65,608CommonNONE
464287200IVVISHARES CORE S&P 500 ETF$4.0M0.76%6,870CommonNONE
92343v104VERIZON COMMUNICATIONS INC$3.8M0.72%94,907CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE ET$3.8M0.71%8,826CommonNONE
532457108LLYELI LILLY AND CO$3.7M0.70%4,789CommonNONE
235851102DHRDANAHER CORP$3.6M0.69%15,876CommonNONE
084670702BRK/BBERKSHIRE HATHAWAYINC DEL CL$3.4M0.64%7,459CommonNONE
26614n102DUPONT DE NEMOURS INC IA$3.3M0.63%43,606CommonNONE
14040H105COFCAPITAL ONE FINL CORP COM$3.2M0.61%18,019CommonNONE
293792107EPDENTERPRISE PRODS PART LP$2.8M0.53%88,962CommonNONE
78462f103SPDR S&P 500 ETF TR TR UNIT$2.6M0.50%4,493CommonNONE
579780206MKCMC CORMICK & CO INC$2.6M0.48%33,622CommonNONE
17275r102CISCO SYSTEMS INC$2.5M0.47%42,083CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES IN$2.5M0.47%11,798CommonNONE
22160k105COSTCO WHOLESALE CO$2.4M0.45%2,604CommonNONE
194162103CLCOLGATE-PALMOLIVE CO$2.4M0.45%26,150CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL$2.0M0.38%33,310CommonNONE
260557103DOWDOW INC REG SHS$1.9M0.37%48,147CommonNONE
693475105PNCPNC FINCL SERVICES GROUP$1.8M0.33%9,110CommonNONE
78464a763SPDR S&P DIVIDEND ETF$1.6M0.30%11,948CommonNONE
67066G104NVDANVIDIA CORP COM$1.5M0.29%11,380CommonNONE
036752103ELVELEVANCE HEALTH INC COM$1.5M0.29%4,124CommonNONE
458140100INTCINTEL CORP$1.5M0.28%74,793CommonNONE
68902v107OTIS WORLDWIDE CORP$1.5M0.27%15,667CommonNONE
30303M102METAMETA PLATFORMS INC CL A$1.4M0.27%2,434CommonNONE
025816109AXPAMERICAN EXPRESS CO COM$1.4M0.26%4,560CommonNONE
46432F842IEFAISHARES TR CORE MSCI EAFE ETF$1.2M0.23%17,015CommonNONE
871829107SYYSYSCO CORP COM$1.2M0.22%15,432CommonNONE
464287507IJHISHARES CORE S&P MID-CAP ETF$1.1M0.20%17,343CommonNONE
244199105DEDEERE CO$1.1M0.20%2,536CommonNONE
74144T108TROWPRICE T ROWE GROUP INC COM$980,1510.19%8,667CommonNONE
101137107BSXBOSTON SCIENTIFIC CO$960,4570.18%10,753CommonNONE
92826c839VISA INC CLASS A$927,5770.18%2,935CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKET$877,4520.17%19,924CommonNONE
464287804IJRISHARES CORE S&P SMALL-CAP ETF$852,0510.16%7,395CommonNONE
806857108SLBSCHLUMBERGER LTD$791,1070.15%20,634CommonNONE
72352l106PINTEREST INC CLASS A$773,8650.15%26,685CommonNONE
64110L106NFLXNETFLIX INC COM$746,9260.14%838CommonNONE
548661107LOWLOWES COS INC COM$741,6340.14%3,005CommonNONE
65339F101NEENEXTERA ENERGY INC COM$696,1090.13%9,710CommonNONE
907818108UNPUNION PAC CORP COM$694,3810.13%3,045CommonNONE
88160R101TSLATESLA INC COM$672,7970.13%1,666CommonNONE
931142103WMTWALMART INC COM$631,4560.12%6,989CommonNONE
464287549IGMISHARES TR NORTH AMERN TECH ET$581,9130.11%5,700CommonNONE
46434g103ISHARES INC CORE MSCI EMERGI$571,5470.11%10,945CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED MARKET$566,9530.11%11,856CommonNONE
042068205ARMARM HOLDINGS PLC$545,8680.10%4,425CommonNONE
437076102HDHOME DEPOT INC$530,6060.10%1,364CommonNONE
46120e602INTUITIVE SURGICAL INC NEW$507,8670.10%973CommonNONE
02209s103ALTRIA GROUP INC$507,4740.10%9,705CommonNONE
21036p108CONSTELLATION BRAND CLASS A$456,3650.09%2,065CommonNONE
g29183103EATON CORP PLC$445,7010.08%1,343CommonNONE
009158106APDAIR PRODS & CHEMS INC COM$437,9600.08%1,510CommonNONE
084423102WRBW R BERKLEY CORP$434,5110.08%7,425CommonNONE
31428x106FEDEX CORP$430,4340.08%1,530CommonNONE
438516106HONHONEYWELL INTL INC COM$373,3960.07%1,653CommonNONE
126408103CSXCSX CORP COM$358,4550.07%11,108CommonNONE
580135101MCDMCDONALDS CORP COM$355,1150.07%1,225CommonNONE
863667101SYKSTRYKER CORP$345,2870.07%959CommonNONE
461202103INTUINTUIT INC$338,7610.06%539CommonNONE
369604301GEGE AEROSPACE COM NEW$333,5800.06%2,000CommonNONE
81369Y803XLKSELECT SECTOR SPDR SPDR TR TE$329,9450.06%1,419CommonNONE
817565104SCISERVICE CORP INTL COM$319,2800.06%4,000CommonNONE
115637209BF/BBROWN FORMAN CORP CL B$287,6980.05%7,575CommonNONE
03076c106AMERIPRISE FINANCIAL, INC$282,1870.05%530CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC COM$271,9940.05%475CommonNONE
57636q104MASTERCARD INC CLASS A$271,1830.05%515CommonNONE
79466l302SALESFORCE COM INC$259,1050.05%775CommonNONE
316092857FRELFIDELITY COVINGTON TR MSCI REA$252,9880.05%9,363CommonNONE
717081103PFEPFIZER INC COM$240,7060.05%9,073CommonNONE
148929102CAVACAVA GROUP INC$239,7000.05%2,125CommonNONE
30779N105FMAOFARMER & MERCHANTS BANCORP INC$231,4770.04%7,860CommonNONE
780259305SHELSHELL PLC$222,0940.04%3,545CommonNONE
46090e103INVESCO QQQ TR SER 1$208,4800.04%407CommonNONE
05479k106ELUTIA INC$47,4980.01%12,700CommonNONE
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.