Tufton Capital Management 13F Holdings · Q2 2026
Tufton Capital Management reported 127 securities worth $596.00M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GLW (6.16%), GOOG (4.90%), MSFT (4.54%). Among its top 25 positions this quarter: 1 new, 1 added, 23 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC COM | $36.7M | 6.16% | 143,707 | Trimmed |
| 2 | GOOG | ALPHABET INC CAP STK CL C | $29.2M | 4.90% | 82,589 | Trimmed |
| 3 | MSFT | MICROSOFT CORP COM | $27.1M | 4.54% | 72,618 | Added |
| 4 | AAPL | APPLE INC COM | $27.0M | 4.53% | 93,351 | Trimmed |
| 5 | CAT | CATERPILLAR INC COM | $23.2M | 3.90% | 21,801 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO COM | $22.9M | 3.83% | 69,812 | Trimmed |
| 7 | TJX | TJX COS INC NEW COM | $17.7M | 2.97% | 116,836 | Trimmed |
| 8 | AMZN | AMAZON COM INC COM | $15.9M | 2.68% | 66,916 | Trimmed |
| 9 | JNJ | JOHNSON & JOHNSON COM | $13.6M | 2.28% | 53,500 | Trimmed |
| 10 | ABBV | ABBVIE INC COM | $13.5M | 2.26% | 53,477 | Trimmed |
| 11 | RTX | RTX CORPORATION COM | $13.1M | 2.20% | 69,217 | Trimmed |
| 12 | BAC | BANK AMERICA CORP COM | $12.7M | 2.13% | 223,305 | Trimmed |
| 13 | MRK | MERCK & CO INC COM | $12.6M | 2.12% | 98,272 | Trimmed |
| 14 | QCOM | QUALCOMM INC COM | $11.7M | 1.96% | 63,264 | Trimmed |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFACT | $11.3M | 1.90% | 23,757 | Trimmed |
| 16 | CB | CHUBB LTD SWITZ COM | $11.2M | 1.89% | 33,011 | Trimmed |
| 17 | XOM | EXXONMOBIL HLDGS CORP COM SHS | $11.2M | 1.87% | 81,728 | New |
| 18 | ADP | AUTOMATIC DATA PROCESSING INC | $11.1M | 1.86% | 49,619 | Trimmed |
| 19 | NSC | NORFOLK SOUTHN CORP COM | $10.4M | 1.74% | 32,919 | Trimmed |
| 20 | CVX | CHEVRON CORPORATION COM | $10.3M | 1.72% | 61,965 | Trimmed |
| 21 | EMR | EMERSON ELEC CO COM | $10.1M | 1.70% | 70,618 | Trimmed |
| 22 | WFC | WELLS FARGO & CO COM | $9.6M | 1.61% | 115,976 | Trimmed |
| 23 | LMT | LOCKHEED MARTIN CORP COM | $9.3M | 1.56% | 18,197 | Trimmed |
| 24 | PG | PROCTER & GAMBLE CO COM | $9.1M | 1.53% | 62,388 | Trimmed |
| 25 | NXPI | NXP SEMICONDUCTORS N V COM | $8.9M | 1.49% | 31,625 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR