MondegarAI
Tufton Capital Management

Q1 2025 · 13F-HR

Tufton Capital Managementholdings as filed

Filed 2025-05-06 · accession 0001055963-25-000002

$519.2M
Reported value
120
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$28.5M5.49%75,970CommonNONE
037833100AAPLAPPLE INC COM$22.7M4.37%102,026CommonNONE
46625H100JPMJPMORGAN CHASE & CO. COM$18.8M3.62%76,645CommonNONE
053015103ADPAUTO DATA PROCESSING$16.2M3.12%53,066CommonNONE
02079k107ALPHABET INC. CLASS C$16.2M3.12%103,657CommonNONE
872540109TJXTJX COMPANIES INC$16.0M3.08%131,122CommonNONE
023135106AMZNAMAZON COM INC COM$12.6M2.43%66,327CommonNONE
00287y109ABBVIE INC$12.0M2.32%57,384CommonNONE
166764100CVXCHEVRON CORP$11.5M2.22%68,972CommonNONE
742718109PGPROCTER & GAMBLE$10.9M2.09%63,812CommonNONE
747525103QCOMQUALCOMM INC$10.9M2.09%70,729CommonNONE
h1467j104CHUBB LTD New$10.8M2.09%35,926CommonNONE
30231g102EXXON MOBIL CORP$10.8M2.07%90,527CommonNONE
060505104BACBANK OF AMERICA CORP$10.2M1.97%244,540CommonNONE
75513e101RTX CORP$10.0M1.92%75,407CommonNONE
219350105GLWCORNING INC$10.0M1.92%217,908CommonNONE
478160104JNJJOHNSON & JOHNSON$9.5M1.83%57,282CommonNONE
58933y105MERCK & CO. INC.$9.4M1.81%104,797CommonNONE
002824100ABTABBOTT LABORATORIES$9.2M1.77%69,292CommonNONE
165303108CPKCHESAPEAKE UTILS CORP COM$9.2M1.76%71,250CommonNONE
949746101WMT2WELLS FARGO & CO$9.0M1.73%125,287CommonNONE
539830109LMTLOCKHEED MARTIN CORP$8.9M1.71%19,854CommonNONE
149123101CATCATERPILLAR INC$8.4M1.62%25,572CommonNONE
655844108NSCNORFOLK SOUTHERN CO$8.3M1.60%35,169CommonNONE
98978v103ZOETIS INC CLASS A$8.3M1.59%50,213CommonNONE
291011104EMREMERSON ELECTRIC CO$8.2M1.58%74,891CommonNONE
609207105MDLZMONDELEZ INTL CLASS A$7.7M1.48%113,208CommonNONE
87612e106TARGET CORP$7.5M1.44%71,631CommonNONE
459200101IBMINTL BUSINESS MACHINES CORP I$7.0M1.35%28,192CommonNONE
718172109PMPHILIP MORRIS INTL$6.8M1.32%43,127CommonNONE
22822v101CROWN CASTLE INC REIT$6.8M1.31%65,158CommonNONE
n6596x109NXP SEMICONDUCTORS F$6.5M1.25%34,127CommonNONE
911312106UPSUNITED PARCEL SRVC CLASS B$6.4M1.24%58,571CommonNONE
254687106DISWALT DISNEY CO$6.3M1.22%64,209CommonNONE
G5960L103MDTMEDTRONIC PLC SHS$6.2M1.20%69,451CommonNONE
14448c104CARRIER GLOBAL CORP$6.1M1.17%96,121CommonNONE
235851102DHRDANAHER CORP$6.0M1.15%29,112CommonNONE
253868103DLRDIGITAL REALTY TRUST REIT$5.9M1.14%41,395CommonNONE
26441c204DUKE ENERGY CORP$5.5M1.05%44,809CommonNONE
654106103NKENIKE INC CL B$5.2M1.01%82,315CommonNONE
713448108PEPPEPSICO INC$5.1M0.98%34,073CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB$4.8M0.92%78,081CommonNONE
88579y1013M CO$4.7M0.90%31,886CommonNONE
191216100KOCOCA COLA COMPANY$4.7M0.90%65,151CommonNONE
874039100TSMTAIWAN SEMICONDUCTR F SPONSORE$4.6M0.89%27,902CommonNONE
92343v104VERIZON COMMUNICATIONS INC$4.3M0.83%94,964CommonNONE
464287200IVVISHARES CORE S&P 500 ETF$4.1M0.79%7,253CommonNONE
532457108LLYELI LILLY AND CO$4.0M0.77%4,867CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE ET$4.0M0.77%9,467CommonNONE
084670702BRK/BBERKSHIRE HATHAWAYINC DEL CL$3.9M0.76%7,394CommonNONE
02079K305GOOGLALPHABET INC CAP STK CL A$3.6M0.70%23,456CommonNONE
26614n102DUPONT DE NEMOURS INC IA$3.2M0.62%42,829CommonNONE
14040H105COFCAPITAL ONE FINL CORP COM$3.2M0.62%17,814CommonNONE
293792107EPDENTERPRISE PRODS PART LP$3.2M0.61%92,286CommonNONE
579780206MKCMC CORMICK & CO INC$2.7M0.53%33,405CommonNONE
17275r102CISCO SYSTEMS INC$2.5M0.49%40,873CommonNONE
22160k105COSTCO WHOLESALE CO$2.5M0.49%2,663CommonNONE
78462f103SPDR S&P 500 ETF TR TR UNIT$2.5M0.48%4,478CommonNONE
194162103CLCOLGATE-PALMOLIVE CO$2.5M0.47%26,197CommonNONE
036752103ELVELEVANCE HEALTH INC COM$1.8M0.35%4,124CommonNONE
260557103DOWDOW INC REG SHS$1.6M0.32%47,209CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL$1.6M0.31%32,295CommonNONE
693475105PNCPNC FINCL SERVICES GROUP$1.6M0.31%9,219CommonNONE
68902v107OTIS WORLDWIDE CORP$1.6M0.31%15,436CommonNONE
458140100INTCINTEL CORP$1.6M0.30%68,970CommonNONE
78464a763SPDR S&P DIVIDEND ETF$1.5M0.30%11,418CommonNONE
30303M102METAMETA PLATFORMS INC CL A$1.4M0.27%2,474CommonNONE
46432F842IEFAISHARES TR CORE MSCI EAFE ETF$1.4M0.26%18,011CommonNONE
674599105OXYOCCIDENTAL PETE CORP CAL$1.3M0.26%27,193CommonNONE
67066G104NVDANVIDIA CORP COM$1.3M0.26%12,345CommonNONE
025816109AXPAMERICAN EXPRESS CO COM$1.2M0.24%4,562CommonNONE
244199105DEDEERE CO$1.2M0.23%2,536CommonNONE
871829107SYYSYSCO CORP COM$1.1M0.22%14,981CommonNONE
101137107BSXBOSTON SCIENTIFIC CO$1.0M0.20%10,326CommonNONE
92826c839VISA INC CLASS A$1.0M0.20%2,941CommonNONE
464287507IJHISHARES CORE S&P MID-CAP ETF$1.0M0.20%17,645CommonNONE
806857108SLBSCHLUMBERGER LTD$922,9440.18%22,080CommonNONE
72352l106PINTEREST INC CLASS A$903,1850.17%29,135CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKET$897,2340.17%19,824CommonNONE
464287804IJRISHARES CORE S&P SMALL-CAP ETF$815,4360.16%7,798CommonNONE
74144T108TROWPRICE T ROWE GROUP INC COM$787,7850.15%8,575CommonNONE
548661107LOWLOWES COS INC COM$700,8560.13%3,005CommonNONE
65339F101NEENEXTERA ENERGY INC COM$688,3410.13%9,710CommonNONE
02209s103ALTRIA GROUP INC$682,0070.13%11,363CommonNONE
64110L106NFLXNETFLIX INC COM$664,8930.13%713CommonNONE
907818108UNPUNION PAC CORP COM$660,2900.13%2,795CommonNONE
931142103WMTWALMART INC COM$642,4470.12%7,318CommonNONE
46434g103ISHARES INC CORE MSCI EMERGI$608,7810.12%11,280CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED MARKET$602,6400.12%11,856CommonNONE
084423102WRBW R BERKLEY CORP$528,3630.10%7,425CommonNONE
464287549IGMISHARES TR NORTH AMERN TECH ET$516,8190.10%5,700CommonNONE
437076102HDHOME DEPOT INC$499,9190.10%1,364CommonNONE
46120e602INTUITIVE SURGICAL INC NEW$496,7550.10%1,003CommonNONE
369604301GEGE AEROSPACE COM NEW$485,5130.09%2,425CommonNONE
042068205ARMARM HOLDINGS PLC$472,5450.09%4,425CommonNONE
009158106APDAIR PRODS & CHEMS INC COM$445,3290.09%1,510CommonNONE
580135101MCDMCDONALDS CORP COM$373,4730.07%1,195CommonNONE
g29183103EATON CORP PLC$360,1740.07%1,325CommonNONE
863667101SYKSTRYKER CORP$356,9870.07%959CommonNONE
438516106HONHONEYWELL INTL INC COM$350,0220.07%1,653CommonNONE
461202103INTUINTUIT INC$330,9400.06%539CommonNONE
126408103CSXCSX CORP COM$326,9080.06%11,108CommonNONE
81369Y803XLKSELECT SECTOR SPDR SPDR TR TE$292,9950.06%1,419CommonNONE
31428x106FEDEX CORP$289,8540.06%1,189CommonNONE
57636q104MASTERCARD INC CLASS A$282,2810.05%515CommonNONE
09290d101BLACKROCK INC$266,9070.05%282CommonNONE
780259305SHELSHELL PLC$266,7170.05%3,639CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC COM$259,4870.05%475CommonNONE
115637209BF/BBROWN FORMAN CORP CL B$257,0950.05%7,575CommonNONE
03076c106AMERIPRISE FINANCIAL, INC$256,5780.05%530CommonNONE
316092857FRELFIDELITY COVINGTON TR MSCI REA$242,7790.05%8,838CommonNONE
817565104SCISERVICE CORP INTL COM$240,6000.05%3,000CommonNONE
148929102CAVACAVA GROUP INC$239,7870.05%2,775CommonNONE
717081103PFEPFIZER INC COM$236,2440.05%9,323CommonNONE
46090e103INVESCO QQQ TR SER 1$231,0840.04%492CommonNONE
36828A101GEVGE VERNOVA INC COM$208,9360.04%684CommonNONE
79466l302SALESFORCE COM INC$207,9790.04%775CommonNONE
133131102CPTCAMDEN PPTY TR COM SBI REIT$207,9100.04%1,700CommonNONE
05479k106ELUTIA INC$34,6610.01%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.