MondegarAI
Tufton Capital Management

Q3 2025 · 13F-HR

Tufton Capital Managementholdings as filed

Filed 2025-10-31 · accession 0001055963-25-000005

$560,997
Reported value
118
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Tufton Capital Management · Q3 2025

AI · grounded in 13F

Tufton Capital Management established a new position in MSFT worth $38,095. The fund also initiated new stakes in AAPL for $25,496 and JPM for $23,341. Additional new positions include ALPHABET INC. CLASS C at $21,636 and TJX at $18,166.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$38,0956.79%73,550CommonNONE
037833100AAPLAPPLE INC COM$25,4964.54%100,130CommonNONE
46625H100JPMJPMORGAN CHASE & CO. COM$23,3414.16%73,999CommonNONE
02079k107ALPHABET INC. CLASS C$21,6363.86%88,837CommonNONE
872540109TJXTJX COMPANIES INC$18,1663.24%125,684CommonNONE
219350105GLWCORNING INC$15,4252.75%188,043CommonNONE
053015103ADPAUTO DATA PROCESSING$15,1022.69%51,456CommonNONE
023135106AMZNAMAZON COM INC COM$14,8612.65%67,683CommonNONE
00287y109ABBVIE INC$12,8272.29%55,400CommonNONE
060505104BACBANK OF AMERICA CORP$12,0702.15%233,967CommonNONE
75513e101RTX CORP$12,0572.15%72,060CommonNONE
149123101CATCATERPILLAR INC$11,8882.12%24,915CommonNONE
747525103QCOMQUALCOMM INC$11,3962.03%68,506CommonNONE
166764100CVXCHEVRON CORP$10,3521.85%66,667CommonNONE
478160104JNJJOHNSON & JOHNSON$10,2651.83%55,363CommonNONE
655844108NSCNORFOLK SOUTHERN CO$10,2461.83%34,108CommonNONE
949746101WMT2WELLS FARGO & CO$10,1151.80%120,683CommonNONE
30231g102EXXON MOBIL CORP$9,8481.76%87,352CommonNONE
h1467j104CHUBB LTD New$9,7221.73%34,446CommonNONE
165303108CPKCHESAPEAKE UTILS CORP COM$9,5961.71%71,250CommonNONE
291011104EMREMERSON ELECTRIC CO$9,5721.71%72,974CommonNONE
742718109PGPROCTER & GAMBLE$9,4971.69%61,814CommonNONE
539830109LMTLOCKHEED MARTIN CORP$9,4441.68%18,918CommonNONE
002824100ABTABBOTT LABORATORIES$8,9321.59%66,691CommonNONE
58933y105MERCK & CO. INC.$8,4921.51%101,182CommonNONE
459200101IBMINTL BUSINESS MACHINES CORP I$7,6531.36%27,123CommonNONE
874039100TSMTAIWAN SEMICONDUCTR F SPONSORE$7,5841.35%27,156CommonNONE
n6596x109NXP SEMICONDUCTORS F$7,5441.34%33,129CommonNONE
98978v103ZOETIS INC CLASS A$7,0791.26%48,381CommonNONE
254687106DISWALT DISNEY CO$7,0161.25%61,276CommonNONE
253868103DLRDIGITAL REALTY TRUST REIT$6,9371.24%40,128CommonNONE
609207105MDLZMONDELEZ INTL CLASS A$6,8051.21%108,933CommonNONE
718172109PMPHILIP MORRIS INTL$6,6701.19%41,128CommonNONE
G5960L103MDTMEDTRONIC PLC SHS$6,3641.13%66,829CommonNONE
87612e106TARGET CORP$6,1561.10%68,630CommonNONE
22822v101CROWN CASTLE INC REIT$6,0301.07%62,502CommonNONE
654106103NKENIKE INC CL B$5,8221.04%83,494CommonNONE
235851102DHRDANAHER CORP$5,7211.02%28,857CommonNONE
02079K305GOOGLALPHABET INC CAP STK CL A$5,5580.99%22,864CommonNONE
14448c104CARRIER GLOBAL CORP$5,5580.99%93,105CommonNONE
26441c204DUKE ENERGY CORP$5,2760.94%42,638CommonNONE
464287200IVVISHARES CORE S&P 500 ETF$4,8450.86%7,240CommonNONE
88579y1013M CO$4,7550.85%30,645CommonNONE
911312106UPSUNITED PARCEL SRVC CLASS B$4,6350.83%55,497CommonNONE
532457108LLYELI LILLY AND CO$4,3730.78%5,732CommonNONE
713448108PEPPEPSICO INC$4,2620.76%30,348CommonNONE
191216100KOCOCA COLA COMPANY$4,0550.72%61,148CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE ET$4,0470.72%8,727CommonNONE
92343v104VERIZON COMMUNICATIONS INC$3,8340.68%87,235CommonNONE
084670702BRK/BBERKSHIRE HATHAWAYINC DEL CL$3,7290.66%7,419CommonNONE
14040H105COFCAPITAL ONE FINL CORP COM$3,7110.66%17,457CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB$3,2340.58%71,725CommonNONE
26614n102DUPONT DE NEMOURS INC IA$3,0690.55%39,405CommonNONE
78462f103SPDR S&P 500 ETF TR TR UNIT$3,0080.54%4,516CommonNONE
293792107EPDENTERPRISE PRODS PART LP$2,7430.49%87,737CommonNONE
17275r102CISCO SYSTEMS INC$2,5840.46%37,778CommonNONE
22160k105COSTCO WHOLESALE CO$2,4680.44%2,667CommonNONE
67066G104NVDANVIDIA CORP COM$2,2930.41%12,290CommonNONE
579780206MKCMC CORMICK & CO INC$2,2290.40%33,314CommonNONE
458140100INTCINTEL CORP$2,0770.37%61,925CommonNONE
194162103CLCOLGATE-PALMOLIVE CO$1,9630.35%24,558CommonNONE
693475105PNCPNC FINCL SERVICES GROUP$1,8120.32%9,019CommonNONE
30303M102METAMETA PLATFORMS INC CL A$1,8080.32%2,462CommonNONE
78464a763SPDR S&P DIVIDEND ETF$1,7210.31%12,295CommonNONE
46432F842IEFAISHARES TR CORE MSCI EAFE ETF$1,6310.29%18,687CommonNONE
025816109AXPAMERICAN EXPRESS CO COM$1,4990.27%4,513CommonNONE
68902v107OTIS WORLDWIDE CORP$1,3810.25%15,111CommonNONE
036752103ELVELEVANCE HEALTH INC COM$1,3320.24%4,124CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL$1,2510.22%31,930CommonNONE
871829107SYYSYSCO CORP COM$1,1990.21%14,568CommonNONE
244199105DEDEERE CO$1,1590.21%2,536CommonNONE
464287507IJHISHARES CORE S&P MID-CAP ETF$1,1390.20%17,458CommonNONE
674599105OXYOCCIDENTAL PETE CORP CAL$1,1380.20%24,095CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKET$1,0670.19%19,694CommonNONE
92826c839VISA INC CLASS A$1,0090.18%2,956CommonNONE
101137107BSXBOSTON SCIENTIFIC CO$9970.18%10,216CommonNONE
72352l106PINTEREST INC CLASS A$9640.17%29,985CommonNONE
464287804IJRISHARES CORE S&P SMALL-CAP ETF$9070.16%7,637CommonNONE
74144T108TROWPRICE T ROWE GROUP INC COM$8320.15%8,107CommonNONE
64110L106NFLXNETFLIX INC COM$7900.14%659CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED MARKET$7700.14%12,851CommonNONE
548661107LOWLOWES COS INC COM$7550.13%3,005CommonNONE
931142103WMTWALMART INC COM$7540.13%7,318CommonNONE
46434g103ISHARES INC CORE MSCI EMERGI$7500.13%11,382CommonNONE
260557103DOWDOW INC REG SHS$7350.13%32,071CommonNONE
65339F101NEENEXTERA ENERGY INC COM$7320.13%9,700CommonNONE
369604301GEGE AEROSPACE COM NEW$7290.13%2,425CommonNONE
464287549IGMISHARES TR NORTH AMERN TECH ET$7020.13%5,575CommonNONE
806857108SLBSCHLUMBERGER LTD$7010.12%20,396CommonNONE
042068205ARMARM HOLDINGS PLC$6610.12%4,675CommonNONE
907818108UNPUNION PAC CORP COM$6480.12%2,745CommonNONE
02209s103ALTRIA GROUP INC$6470.12%9,796CommonNONE
46120e602INTUITIVE SURGICAL INC NEW$5760.10%1,288CommonNONE
084423102WRBW R BERKLEY CORP$5680.10%7,425CommonNONE
437076102HDHOME DEPOT INC$5520.10%1,364CommonNONE
g29183103EATON CORP PLC$4950.09%1,325CommonNONE
09290d101BLACKROCK INC$4390.08%377CommonNONE
009158106APDAIR PRODS & CHEMS INC COM$4110.07%1,510CommonNONE
81369Y803XLKSELECT SECTOR SPDR SPDR TR TE$3990.07%1,419CommonNONE
126408103CSXCSX CORP COM$3940.07%11,108CommonNONE
36828A101GEVGE VERNOVA INC COM$3830.07%623CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC COM$3780.07%475CommonNONE
461202103INTUINTUIT INC$3740.07%549CommonNONE
580135101MCDMCDONALDS CORP COM$3690.07%1,216CommonNONE
46090e103INVESCO QQQ TR SER 1$3610.06%601CommonNONE
863667101SYKSTRYKER CORP$3540.06%959CommonNONE
438516106HONHONEYWELL INTL INC COM$3470.06%1,653CommonNONE
57636q104MASTERCARD INC CLASS A$2920.05%515CommonNONE
31428x106FEDEX CORP$2790.05%1,185CommonNONE
03076c106AMERIPRISE FINANCIAL, INC$2600.05%530CommonNONE
88160R101TSLATESLA INC COM$2530.05%570CommonNONE
316092857FRELFIDELITY COVINGTON TR MSCI REA$2450.04%8,838CommonNONE
09260d107BLACKSTONE INC$2420.04%1,422CommonNONE
922042775VEUVANGUARD FTSE ALL WORLD EX US$2330.04%3,270CommonNONE
780259305SHELSHELL PLC$2280.04%3,194CommonNONE
115637209BF/BBROWN FORMAN CORP CL B$2050.04%7,575CommonNONE
05479k106ELUTIA INC$120.00%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.