Tufton Capital Management Portfolio Holdings

Tufton Capital Management

  • $513 Million
  • Q2 2024

Tufton Capital Management has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $513 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $34.9M, Apple Inc. with a value of $22.3M, Alphabet Inc. with a value of $20.3M, Jpmorgan Chase & CO with a value of $16.7M, and Tjx Companies Inc with a value of $15.2M.

Examining the 13F form we can see an increase of $4.24M in the current position value, from $508M to 513M.

Below you can find more details about Tufton Capital Management portfolio as well as his latest detailed transactions.

Portfolio value $513 Million
Technology: $107 Million
Industrials: $82.1 Million
Healthcare: $68.2 Million
Financial Services: $55.1 Million
Consumer Defensive: $54.4 Million
Communication Services: $38.3 Million
Consumer Cyclical: $32 Million
Energy: $25.4 Million
Other: $50.2 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.1B
$7.57 Million 1.48% of portfolio
71,250
Q4 2021 Reduced 29.16%
$6.87B
$159,000 0.03% of portfolio
11,835
Q1 2024 Reduced 77.81%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $513 Million
  • Prior Value $508 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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