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Tufton Capital Management

Q4 2025 · 13F-HR

Tufton Capital Managementholdings as filed

Filed 2026-01-28 · accession 0001055963-26-000001

$572,082
Reported value
122
Positions
2025-12-31
Period end
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The Brief · Tufton Capital Management · Q4 2025

AI · grounded in 13F

Tufton Capital Management increased its position in Chesapeake Utils Corp Com CPK by 32.71%. The fund reduced its holdings in DuPont de Nemours Inc IA by 19.57% and Nike Inc Cl B NKE by 15.97%. Other activity included accumulating shares of Eli Lilly and Co LLY and Apple Inc Com AAPL.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$35,1166.14%72,610CommonNONE
02079k107ALPHABET INC. CLASS C$27,6434.83%88,091CommonNONE
037833100AAPLAPPLE INC COM$27,3454.78%100,588CommonNONE
46625H100JPMJPMORGAN CHASE & CO. COM$23,5364.11%73,045CommonNONE
872540109TJXTJX COMPANIES INC$19,0633.33%124,104CommonNONE
219350105GLWCORNING INC$16,0952.81%183,819CommonNONE
023135106AMZNAMAZON COM INC COM$16,0362.80%69,478CommonNONE
149123101CATCATERPILLAR INC$14,1502.47%24,701CommonNONE
75513e101RTX CORP$13,1062.29%71,463CommonNONE
053015103ADPAUTO DATA PROCESSING$13,0182.28%50,608CommonNONE
060505104BACBANK OF AMERICA CORP$12,7922.24%232,597CommonNONE
00287y109ABBVIE INC$12,5882.20%55,092CommonNONE
165303108CPKCHESAPEAKE UTILS CORP COM$11,7962.06%94,554CommonNONE
747525103QCOMQUALCOMM INC$11,6842.04%68,312CommonNONE
478160104JNJJOHNSON & JOHNSON$11,3851.99%55,015CommonNONE
949746101WMT2WELLS FARGO & CO$11,1391.95%119,523CommonNONE
h1467j104CHUBB LTD COM$10,6561.86%34,142CommonNONE
58933y105MERCK & CO. INC.$10,5531.84%100,265CommonNONE
30231g102EXXON MOBIL CORP$10,3651.81%86,132CommonNONE
166764100CVXCHEVRON CORP$10,1651.78%66,697CommonNONE
655844108NSCNORFOLK SOUTHERN CO$9,7481.70%33,766CommonNONE
291011104EMREMERSON ELECTRIC CO$9,6511.69%72,718CommonNONE
742718109PGPROCTER & GAMBLE$9,1431.60%63,803CommonNONE
539830109LMTLOCKHEED MARTIN CORP$9,0651.58%18,742CommonNONE
002824100ABTABBOTT LABORATORIES$8,3301.46%66,489CommonNONE
459200101IBMINTL BUSINESS MACHINES CORP I$7,8291.37%26,433CommonNONE
874039100TSMTAIWAN SEMICONDUCTR F SPONSORE$7,7931.36%25,645CommonNONE
n6596x109NXP SEMICONDUCTORS F$7,2701.27%33,494CommonNONE
02079K305GOOGLALPHABET INC CAP STK CL A$7,0891.24%22,649CommonNONE
254687106DISWALT DISNEY CO$6,5931.15%57,951CommonNONE
718172109PMPHILIP MORRIS INTL$6,5041.14%40,549CommonNONE
87612e106TARGET CORP$6,4321.12%65,801CommonNONE
235851102DHRDANAHER CORP$6,3901.12%27,915CommonNONE
532457108LLYELI LILLY AND CO$6,3281.11%5,889CommonNONE
G5960L103MDTMEDTRONIC PLC SHS$6,2791.10%65,366CommonNONE
253868103DLRDIGITAL REALTY TRUST REIT$6,2561.09%40,441CommonNONE
98978v103ZOETIS INC CLASS A$5,7881.01%46,002CommonNONE
609207105MDLZMONDELEZ INTL CLASS A$5,6800.99%105,533CommonNONE
26441c204DUKE ENERGY CORP$4,9980.87%42,642CommonNONE
464287200IVVISHARES CORE S&P 500 ETF$4,9740.87%7,263CommonNONE
88579y1013M CO$4,8670.85%30,401CommonNONE
911312106UPSUNITED PARCEL SRVC CLASS B$4,8450.85%48,850CommonNONE
14448c104CARRIER GLOBAL CORP$4,8340.84%91,500CommonNONE
22822v101CROWN CASTLE INC REIT$4,7920.84%53,925CommonNONE
654106103NKENIKE INC CL B$4,4690.78%70,159CommonNONE
14040H105COFCAPITAL ONE FINL CORP COM$4,4070.77%18,184CommonNONE
713448108PEPPEPSICO INC$4,3340.76%30,198CommonNONE
191216100KOCOCA COLA COMPANY$4,2090.74%60,219CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE ET$4,1670.73%8,671CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL$3,6780.64%7,319CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB$3,4960.61%64,828CommonNONE
92343v104VERIZON COMMUNICATIONS INC$3,4120.60%83,773CommonNONE
78462f103SPDR S&P 500 ETF TR TR UNIT$2,9400.51%4,312CommonNONE
17275r102CISCO SYSTEMS INC$2,8000.49%36,354CommonNONE
293792107EPDENTERPRISE PRODS PART LP$2,6620.47%83,046CommonNONE
458140100INTCINTEL CORP$2,1900.38%59,374CommonNONE
22160k105COSTCO WHOLESALE CO$2,1600.38%2,505CommonNONE
579780206MKCMC CORMICK & CO INC$2,0840.36%30,608CommonNONE
693475105PNCPNC FINCL SERVICES GROUP$1,9320.34%9,257CommonNONE
194162103CLCOLGATE-PALMOLIVE CO$1,8660.33%23,618CommonNONE
46432F842IEFAISHARES TR CORE MSCI EAFE ETF$1,6860.29%18,853CommonNONE
025816109AXPAMERICAN EXPRESS CO COM$1,6450.29%4,448CommonNONE
78464a763SPDR S&P DIVIDEND ETF$1,5810.28%11,365CommonNONE
30303M102METAMETA PLATFORMS INC CL A$1,5340.27%2,324CommonNONE
67066G104NVDANVIDIA CORP COM$1,4500.25%7,780CommonNONE
036752103ELVELEVANCE HEALTH INC COM$1,4450.25%4,124CommonNONE
74743l100QNITY ELECTRONICS INC COM$1,4210.25%17,412CommonNONE
68902v107OTIS WORLDWIDE CORP$1,3560.24%15,533CommonNONE
26614n102DUPONT DE NEMOURS INC IA$1,2740.22%31,694CommonNONE
244199105DEDEERE CO$1,2020.21%2,582CommonNONE
464287507IJHISHARES CORE S&P MID-CAP ETF$1,1470.20%17,383CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX FDS$1,1100.19%20,658CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED MARKET$1,1040.19%17,681CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL$1,0720.19%28,980CommonNONE
871829107SYYSYSCO CORP COM$1,0420.18%14,148CommonNONE
92826c839VISA INC CLASS A$1,0270.18%2,930CommonNONE
464287804IJRISHARES CORE S&P SMALL-CAP ETF$9230.16%7,683CommonNONE
101137107BSXBOSTON SCIENTIFIC CO$8750.15%9,177CommonNONE
931142103WMTWALMART INC COM$8070.14%7,249CommonNONE
806857108SLBSCHLUMBERGER LTD$7850.14%20,459CommonNONE
65339F101NEENEXTERA ENERGY INC COM$7780.14%9,700CommonNONE
46434g103ISHARES INC CORE MSCI EMERGI$7570.13%11,274CommonNONE
369604301GEGE AEROSPACE COM NEW$7470.13%2,425CommonNONE
464287549IGMISHARES TR NORTH AMERN TECH ET$7200.13%5,575CommonNONE
548661107LOWLOWES COS INC COM$7000.12%2,905CommonNONE
64110l106NETFLIX INC COM$6940.12%7,410CommonNONE
74144t108PRICE T ROWE GROUP INC COM$6870.12%6,711CommonNONE
46120e602INTUITIVE SURGICAL INC NEW$6340.11%1,121CommonNONE
907818108UNPUNION PAC CORP COM$6230.11%2,695CommonNONE
72352l106PINTEREST INC CLASS A$5790.10%22,370CommonNONE
02209s103ALTRIA GROUP INC$5400.09%9,380CommonNONE
084423102WRBW R BERKLEY CORP$5170.09%7,385CommonNONE
437076102HDHOME DEPOT INC$4660.08%1,356CommonNONE
674599105OXYOCCIDENTAL PETE CORP CAL$4610.08%11,219CommonNONE
042068205ARMARM HOLDINGS PLC$4420.08%4,049CommonNONE
g29183103EATON CORP PLC$4220.07%1,325CommonNONE
81369y803SELECT SECTOR SPDR TR STATE ST$4180.07%2,906CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC COM$4170.07%475CommonNONE
36828A101GEVGE VERNOVA INC COM$4070.07%623CommonNONE
126408103CSXCSX CORP COM$3960.07%10,940CommonNONE
260557103DOWDOW INC REG SHS$3870.07%16,591CommonNONE
46090e103INVESCO QQQ TR SER 1$3780.07%616CommonNONE
009158106APDAIR PRODS & CHEMS INC COM$3730.07%1,510CommonNONE
580135101MCDMCDONALDS CORP COM$3650.06%1,196CommonNONE
863667101SYKSTRYKER CORP$3350.06%955CommonNONE
09290d101BLACKROCK INC$3330.06%312CommonNONE
461202103INTUINTUIT INC$3200.06%484CommonNONE
438516106HONHONEYWELL INTL INC COM$3050.05%1,565CommonNONE
09260d107BLACKSTONE INC$2860.05%1,859CommonNONE
88160R101TSLATESLA INC COM$2560.04%570CommonNONE
097023105BABOEING CO$2550.04%1,176CommonNONE
31428x106FEDEX CORP$2510.04%870CommonNONE
60937p106MONGO DB INC$2510.04%600CommonNONE
57636q104MASTERCARD INC CLASS A$2480.04%435CommonNONE
922042775VEUVANGUARD FTSE ALL WORLD EX US$2400.04%3,270CommonNONE
780259305SHELSHELL PLC$2270.04%3,100CommonNONE
03076c106AMERIPRISE FINANCIAL, INC$2230.04%455CommonNONE
78463v107SPDR GOLD TRUST$2190.04%555CommonNONE
579780107MKC/VMCCORMICK & CO INC COM VTG$2130.04%3,136CommonNONE
79466l302SALESFORCE COM INC$2010.04%760CommonNONE
05479k106ELUTIA INC$100.00%14,550CommonNONE
27922x105ECOSPHERE TECHNOLOGIES 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.