Tufton Capital Management — Q1 2026 13F-HR

← Tufton Capital Management

Q1 2026 · 13F-HR

Tufton Capital Managementholdings as filed

Filed 2026-05-12 · accession 0001055963-26-000002

$549,677

Reported value

126

Positions

2026-03-31

Period end

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The Brief · Tufton Capital Management · Q1 2026

AI · grounded in 13F

Tufton Capital Management closed its position in ALPHABET INC. CLASS C, reducing exposure by $27,643. The fund simultaneously opened several new positions, led by a $24,335 investment in GOOG. Other new additions include XOM at $14,402 and RTX at $13,477.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
594918104	MSFT	MICROSOFT CORP COM	$26,420	4.81%	71,373	Common	NONE
02079K107	GOOG	ALPHABET INC CAP STK CL C	$24,335	4.43%	84,833	Common	NONE
037833100	AAPL	APPLE INC COM	$24,226	4.41%	95,460	Common	NONE
219350105	GLW	CORNING INC COM	$21,999	4.00%	161,795	Common	NONE
46625H100	JPM	JPMORGAN CHASE & CO COM	$20,937	3.81%	71,178	Common	NONE
872540109	TJX	TJX COS INC NEW COM	$19,086	3.47%	119,513	Common	NONE
149123101	CAT	CATERPILLAR INC COM	$16,972	3.09%	23,957	Common	NONE
30231G102	XOM	EXXON MOBIL CORP COM	$14,402	2.62%	84,890	Common	NONE
023135106	AMZN	AMAZON COM INC COM	$14,252	2.59%	68,432	Common	NONE
166764100	CVX	CHEVRON CORPORATION COM	$13,588	2.47%	65,676	Common	NONE
75513E101	RTX	RTX CORPORATION COM	$13,477	2.45%	69,868	Common	NONE
478160104	JNJ	JOHNSON & JOHNSON COM	$13,257	2.41%	54,238	Common	NONE
58933Y105	MRK	MERCK & CO INC COM	$11,924	2.17%	99,132	Common	NONE
00287Y109	ABBV	ABBVIE INC COM	$11,773	2.14%	54,133	Common	NONE
539830109	LMT	LOCKHEED MARTIN CORP COM	$11,105	2.02%	18,374	Common	NONE
060505104	BAC	BANK AMERICA CORP COM	$11,036	2.01%	226,397	Common	NONE
H1467J104	CB	CHUBB LTD SWITZ COM	$10,880	1.98%	33,382	Common	NONE
053015103	ADP	AUTOMATIC DATA PROCESSING INC	$10,190	1.85%	50,155	Common	NONE
655844108	NSC	NORFOLK SOUTHN CORP COM	$9,569	1.74%	33,344	Common	NONE
949746101	WMT2	WELLS FARGO & CO COM	$9,365	1.70%	117,636	Common	NONE
291011104	EMR	EMERSON ELEC CO COM	$9,362	1.70%	71,459	Common	NONE
742718109	PG	PROCTER & GAMBLE CO COM	$9,095	1.65%	62,973	Common	NONE
747525103	QCOM	QUALCOMM INC COM	$8,666	1.58%	67,297	Common	NONE
874039100	TSM	TAIWAN SEMICONDUCTOR MANUFACT	$8,529	1.55%	25,239	Common	NONE
87612E106	TGT	TARGET CORP COM	$7,800	1.42%	64,360	Common	NONE
253868103	DLR	DIGITAL RLTY TR INC COM	$7,141	1.30%	39,630	Common	NONE
002824100	ABT	ABBOTT LABORATORIES COM	$6,762	1.23%	65,869	Common	NONE
718172109	PM	PHILIP MORRIS INTL INC COM	$6,556	1.19%	39,652	Common	NONE
N6596X109	NXPI	NXP SEMICONDUCTORS N V COM	$6,469	1.18%	32,861	Common	NONE
459200101	IBM	INTERNATIONAL BUSINESS MACHS C	$6,354	1.16%	26,218	Common	NONE
02079K305	GOOGL	ALPHABET INC CAP STK CL A	$6,114	1.11%	21,263	Common	NONE
609207105	MDLZ	MONDELEZ INTL INC CL A	$5,931	1.08%	102,907	Common	NONE
G5960L103	MDT	MEDTRONIC PLC SHS	$5,564	1.01%	64,213	Common	NONE
26441C204	DUK	DUKE ENERGY CORP NEW COM NEW	$5,536	1.01%	42,285	Common	NONE
532457108	LLY	ELI LILLY & CO COM	$5,348	0.97%	5,815	Common	NONE
98978V103	ZTS	ZOETIS INC CL A	$5,330	0.97%	45,091	Common	NONE
235851102	DHR	DANAHER CORP DEL COM	$5,269	0.96%	27,795	Common	NONE
14448C104	CARR	CARRIER GLOBAL CORPORATION COM	$5,072	0.92%	90,085	Common	NONE
464287200	IVV	ISHARES TR CORE S&P500 ETF	$4,899	0.89%	7,501	Common	NONE
911312106	UPS	UNITED PARCEL SVCS INC CL B	$4,749	0.86%	48,279	Common	NONE
713448108	PEP	PEPSICO INC COM	$4,588	0.83%	29,549	Common	NONE
191216100	KO	COCA COLA CO COM	$4,541	0.83%	59,719	Common	NONE
165303108	CPK	CHESAPEAKE UTILS CORP COM	$4,381	0.80%	34,675	Common	NONE
88579Y101	MMM	3M CO COM	$4,365	0.79%	30,059	Common	NONE
22822V101	CCI	CROWN CASTLE INC COM	$4,141	0.75%	50,937	Common	NONE
92343V104	VZ	VERIZON COMMUNICATIONS INC COM	$4,102	0.75%	81,721	Common	NONE
254687106	DIS	DISNEY WALT CO COM	$3,943	0.72%	40,916	Common	NONE
78467X109	DIA	STATE STR SPDR DOW JONES INDL	$3,915	0.71%	8,454	Common	NONE
110122108	BMY	BRISTOL-MYERS SQUIBB CO COM	$3,904	0.71%	64,370	Common	NONE
654106103	NKE	NIKE INC CL B	$3,634	0.66%	68,815	Common	NONE
084670702	BRK/B	BERKSHIRE HATHAWAY INC DEL CL	$3,528	0.64%	7,364	Common	NONE
14040H105	COF	CAPITAL ONE FINL CORP COM	$3,279	0.60%	17,977	Common	NONE
293792107	EPD	ENTERPRISE PRODS PARTNERS L P	$3,133	0.57%	82,800	Common	NONE
17275R102	CSCO	CISCO SYS INC COM	$2,785	0.51%	35,897	Common	NONE
78462F103	SPY	STATE STR SPDR S&P 500 ETF TR	$2,765	0.50%	4,252	Common	NONE
458140100	INTC	INTEL CORP COM	$2,526	0.46%	57,262	Common	NONE
22160K105	COST	COSTCO WHOLESALE CORPORATION C	$2,241	0.41%	2,250	Common	NONE
194162103	CL	COLGATE PALMOLIVE CO COM	$1,968	0.36%	23,090	Common	NONE
693475105	PNC	PNC FINL SVCS GROUP INC COM	$1,926	0.35%	9,257	Common	NONE
74743L100	Q	QNITY ELECTRONICS INC COMMON S	$1,770	0.32%	15,345	Common	NONE
46432F842	IEFA	ISHARES TR CORE MSCI EAFE	$1,764	0.32%	19,495	Common	NONE
78464A763	SDY	SPDR SERIES TRUST STATE STREET	$1,659	0.30%	11,371	Common	NONE
579780206	MKC	MCCORMICK & CO INC COM NON VTG	$1,466	0.27%	29,071	Common	NONE
244199105	DE	DEERE & CO COM	$1,454	0.26%	2,582	Common	NONE
921943858	VEA	VANGUARD TAX-MANAGED FDS VAN F	$1,408	0.26%	21,976	Common	NONE
26614N102	DD	DUPONT DE NEMOURS INC COM	$1,382	0.25%	30,174	Common	NONE
025816109	AXP	AMERICAN EXPRESS CO COM	$1,344	0.24%	4,445	Common	NONE
30303M102	META	META PLATFORMS INC CL A	$1,274	0.23%	2,228	Common	NONE
922042858	VWO	VANGUARD INTL EQUITY INDEX FDS	$1,247	0.23%	23,088	Common	NONE
464287507	IJH	ISHARES TR CORE S&P MCP ETF	$1,232	0.22%	18,252	Common	NONE
036752103	ELV	ELEVANCE HEALTH INC FORMERLY A	$1,207	0.22%	4,124	Common	NONE
67066g104	—	NVIDIA CORPORATION COM	$1,184	0.22%	6,791	Common	NONE
68902V107	OTIS	OTIS WORLDWIDE CORP COM	$1,125	0.20%	14,608	Common	NONE
806857108	SLB	SLB LIMITED COM STK	$1,032	0.19%	20,086	Common	NONE
464287804	IJR	ISHARES TR CORE S&P SCP ETF	$1,009	0.18%	8,122	Common	NONE
871829107	SYY	SYSCO CORP COM	$1,006	0.18%	14,108	Common	NONE
169656105	CMG	CHIPOTLE MEXICAN GRILL INC COM	$912	0.17%	28,510	Common	NONE
65339F101	NEE	NEXTERA ENERGY INC COM	$875	0.16%	9,430	Common	NONE
931142103	WMT	WALMART INC COM	$844	0.15%	6,799	Common	NONE
92826c839	—	VISA INC COM CL A	$835	0.15%	2,763	Common	NONE
46434G103	IEMG	ISHARES INC CORE MSCI EMKT	$833	0.15%	11,944	Common	NONE
674599105	OXY	OCCIDENTAL PETE CORP COM	$723	0.13%	11,137	Common	NONE
548661107	LOW	LOWES COS INC COM	$692	0.13%	2,932	Common	NONE
369604301	GE	GE AEROSPACE COM NEW	$688	0.13%	2,425	Common	NONE
64110L106	NFLX	NETFLIX INC. COM	$672	0.12%	6,990	Common	NONE
260557103	DOW	DOW HLDGS INC COM	$672	0.12%	16,157	Common	NONE
464287549	IGM	ISHARES TR EXPND TEC SC ETF	$660	0.12%	5,575	Common	NONE
042068205	ARM	ARM HOLDINGS PLC SPONSORED ADS	$612	0.11%	4,049	Common	NONE
74144T108	TROW	PRICE T ROWE GROUP INC COM	$604	0.11%	6,711	Common	NONE
02209S103	MO	ALTRIA GROUP INC COM	$603	0.11%	9,138	Common	NONE
907818108	UNP	UNION PAC CORP COM	$581	0.11%	2,395	Common	NONE
101137107	BSX	BOSTON SCIENTIFIC CO	$569	0.10%	9,077	Common	NONE
36828A101	GEV	GE VERNOVA INC COM	$544	0.10%	623	Common	NONE
46120e602	—	INTUITIVE SURGICAL INC COM NEW	$518	0.09%	1,125	Common	NONE
084423102	WRB	BERKLEY W R CORP COM	$489	0.09%	7,385	Common	NONE
922908363	VOO	VANGUARD INDEX FDS S&P 500 ETF	$479	0.09%	803	Common	NONE
G29183103	ETN	EATON CORP PLC SHS	$477	0.09%	1,334	Common	NONE
72352L106	PINS	PINTEREST INC CL A	$463	0.08%	25,296	Common	NONE
126408103	CSX	CSX CORP COM	$454	0.08%	11,072	Common	NONE
437076102	HD	HOME DEPOT INC COM	$445	0.08%	1,354	Common	NONE
009158106	APD	AIR PRODUCTS AND CHEMICALS INC	$438	0.08%	1,510	Common	NONE
38141G104	GS	GOLDMAN SACHS GROUP INC COM	$401	0.07%	475	Common	NONE
25434V708	DFAC	DIMENSIONAL ETF TRUST US CORE	$391	0.07%	10,085	Common	NONE
81369Y803	XLK	SELECT SECTOR SPDR TR STATE ST	$386	0.07%	2,906	Common	NONE
580135101	MCD	MCDONALDS CORP COM	$358	0.07%	1,155	Common	NONE
46090E103	QQQ	INVESCO QQQ TR UNIT SER 1	$354	0.06%	614	Common	NONE
438516106	HON	HONEYWELL INTL INC COM	$353	0.06%	1,565	Common	NONE
097023105	BA	BOEING CO COM	$323	0.06%	1,624	Common	NONE
863667101	SYK	STRYKER CORPORATION COM	$313	0.06%	955	Common	NONE
31428X106	FDX	FEDEX CORP COM	$300	0.05%	845	Common	NONE
09290D101	BLK	BLACKROCK INC COM	$300	0.05%	312	Common	NONE
780259305	SHEL	SHELL PLC SPON ADS	$288	0.05%	3,100	Common	NONE
25434V831	DUHP	DIMENSIONAL ETF TRUST US HIGH	$248	0.05%	6,765	Common	NONE
922042775	VEU	VANGUARD INTL EQUITY INDEX FDS	$245	0.04%	3,270	Common	NONE
78463V107	GLD	SPDR GOLD TR GOLD SHS	$238	0.04%	555	Common	NONE
115637209	BF/B	BROWN FORMAN CORP CL B	$232	0.04%	8,775	Common	NONE
25434V724	DFUV	DIMENSIONAL ETF TRUST US MKTWI	$228	0.04%	4,710	Common	NONE
46432F396	MTUM	ISHARES TR MSCI USA MMENTM	$216	0.04%	903	Common	NONE
88160R101	TSLA	TESLA INC COM	$215	0.04%	579	Common	NONE
57636Q104	MA	MASTERCARD INCORPORATED CL A	$212	0.04%	425	Common	NONE
427866108	HSY	HERSHEY CO COM	$205	0.04%	989	Common	NONE
09260d107	—	BLACKSTONE INC COM	$205	0.04%	1,784	Common	NONE
03076C106	AMP	AMERIPRISE FINL INC COM	$202	0.04%	455	Common	NONE
30779N105	FMAO	FARMERS & MERCHANTS BANCORP IN	$200	0.04%	7,800	Common	NONE
05479K106	ELUT	ELUTIA INC CL A COM	$15	0.00%	14,550	Common	NONE
27922x105	—	ECOSPHERE TECHNOLOGIES INC COM	$0	—	10,500	Common	NONE

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.