Tufton Capital Management Portfolio Holdings

Tufton Capital Management

  • $526 Million
  • Q2 2025

Tufton Capital Management has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $526 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $36.8M, Jpmorgan Chase & CO with a value of $21.5M, Apple Inc. with a value of $19.7M, Automatic Data Processing Inc with a value of $15.9M, and Alphabet Inc. with a value of $15.8M.

Examining the 13F form we can see an increase of $8.38M in the current position value, from $518M to 526M.

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

Portfolio value $526 Million
Technology: $106 Million
Industrials: $85.7 Million
Healthcare: $66 Million
Financial Services: $65.4 Million
Consumer Defensive: $50.3 Million
Consumer Cyclical: $39.4 Million
Communication Services: $35.1 Million
Energy: $23.2 Million
Other: $52.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.84T
$36.8 Million 7.0% of portfolio
74,016
Q2 2025 Reduced 2.57%
$906B
$21.5 Million 4.09% of portfolio
74,260
Q2 2025 Reduced 3.11%
$3.8T
$19.7 Million 3.74% of portfolio
95,973
Q2 2025 Reduced 5.93%
$121B
$15.9 Million 3.02% of portfolio
51,544
Q2 2025 Reduced 2.87%
$1.53T
$15.8 Million 3.0% of portfolio
89,041
Q2 2025 Reduced 14.1%
$164B
$15.5 Million 2.95% of portfolio
125,843
Q2 2025 Reduced 4.03%
$2.36T
$14.8 Million 2.82% of portfolio
67,658
Q2 2025 Added 2.01%
$406B
$11.2 Million 2.12% of portfolio
235,773
Q2 2025 Reduced 3.59%
$66B
$11 Million 2.1% of portfolio
209,555
Q2 2025 Reduced 3.83%
$181B
$11 Million 2.08% of portfolio
68,796
Q2 2025 Reduced 2.73%
$233B
$10.5 Million 2.0% of portfolio
71,883
Q2 2025 Reduced 4.67%
$385B
$10.3 Million 1.95% of portfolio
55,225
Q2 2025 Reduced 3.76%
$114B
$9.99 Million 1.9% of portfolio
34,496
Q2 2025 Reduced 3.98%
$372B
$9.86 Million 1.87% of portfolio
61,897
Q2 2025 Reduced 3.0%
$80.2B
$9.76 Million 1.86% of portfolio
73,188
Q2 2025 Reduced 2.27%
$309B
$9.73 Million 1.85% of portfolio
121,505
Q2 2025 Reduced 3.02%
$308B
$9.53 Million 1.81% of portfolio
66,540
Q2 2025 Reduced 3.53%
$230B
$9.14 Million 1.74% of portfolio
67,210
Q2 2025 Reduced 3.0%
$468B
$8.89 Million 1.69% of portfolio
82,421
Q2 2025 Reduced 8.95%
$124B
$8.8 Million 1.67% of portfolio
19,000
Q2 2025 Reduced 4.3%
$64.2B
$8.78 Million 1.67% of portfolio
34,292
Q2 2025 Reduced 2.49%
$2.21B
$8.57 Million 1.63% of portfolio
71,250
Q4 2021 Reduced 29.16%
$464B
$8.43 Million 1.6% of portfolio
55,186
Q2 2025 Reduced 3.66%
$205B
$8.05 Million 1.53% of portfolio
101,637
Q2 2025 Reduced 3.02%
$211B
$7.67 Million 1.46% of portfolio
61,871
Q2 2025 Reduced 3.64%
$68.5B
$7.64 Million 1.45% of portfolio
48,959
Q2 2025 Reduced 2.5%
$251B
$7.5 Million 1.43% of portfolio
41,193
Q2 2025 Reduced 4.48%
$230B
$7.54 Million 1.43% of portfolio
25,562
Q2 2025 Reduced 9.33%
$84.4B
$7.38 Million 1.4% of portfolio
109,443
Q2 2025 Reduced 3.33%
$57.6B
$7.31 Million 1.39% of portfolio
33,469
Q2 2025 Reduced 1.93%
$50.3B
$6.94 Million 1.32% of portfolio
39,815
Q2 2025 Reduced 3.82%
$40.8B
$6.85 Million 1.3% of portfolio
69,425
Q2 2025 Reduced 3.08%
$51.2B
$6.82 Million 1.3% of portfolio
93,175
Q2 2025 Reduced 3.06%
$40.5B
$6.45 Million 1.23% of portfolio
62,761
Q2 2025 Reduced 3.68%
$1.36T
$6.19 Million 1.18% of portfolio
27,309
Q2 2025 Reduced 2.13%
$124B
$5.89 Million 1.12% of portfolio
67,537
Q2 2025 Reduced 2.76%
$92B
$5.71 Million 1.09% of portfolio
80,417
Q2 2025 Reduced 2.31%
$137B
$5.7 Million 1.08% of portfolio
28,837
Q2 2025 Reduced 0.94%
$61.3B
$5.68 Million 1.08% of portfolio
56,289
Q2 2025 Reduced 3.9%
$94.2B
$5.06 Million 0.96% of portfolio
42,913
Q2 2025 Reduced 4.23%
$0
$4.58 Million 0.87% of portfolio
7,374
Q2 2025 Added 1.67%
$86.6B
$4.43 Million 0.84% of portfolio
29,072
Q2 2025 Reduced 8.83%
$286B
$4.44 Million 0.84% of portfolio
62,701
Q2 2025 Reduced 3.76%
$194B
$4.36 Million 0.83% of portfolio
33,028
Q2 2025 Reduced 3.07%
$1.5T
$4.03 Million 0.77% of portfolio
22,888
Q2 2025 Reduced 2.42%
$0
$3.97 Million 0.75% of portfolio
9,011
Q2 2025 Reduced 4.82%
$184B
$3.82 Million 0.73% of portfolio
88,244
Q2 2025 Reduced 7.08%
$86.9B
$3.72 Million 0.71% of portfolio
17,483
Q2 2025 Reduced 1.86%
$711B
$3.7 Million 0.7% of portfolio
4,746
Q2 2025 Reduced 2.49%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $526 Million
  • Prior Value $518 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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