Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Tufton Capital Management 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Tufton Capital Management (CIK 1055963) reported $596.0M across 127 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GLW ($36.7M, 6.16%), GOOG ($29.2M, 4.90%), MSFT ($27.1M, 4.54%), AAPL ($27.0M, 4.53%), CAT ($23.2M, 3.90%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GLWCORNING INC COM$36.7M6.16%143,707Trimmed
2GOOGALPHABET INC CAP STK CL C$29.2M4.90%82,589Trimmed
3MSFTMICROSOFT CORP COM$27.1M4.54%72,618Added
4AAPLAPPLE INC COM$27.0M4.53%93,351Trimmed
5CATCATERPILLAR INC COM$23.2M3.90%21,801Trimmed
6JPMJPMORGAN CHASE & CO COM$22.9M3.83%69,812Trimmed
7TJXTJX COS INC NEW COM$17.7M2.97%116,836Trimmed
8AMZNAMAZON COM INC COM$15.9M2.68%66,916Trimmed
9JNJJOHNSON & JOHNSON COM$13.6M2.28%53,500Trimmed
10ABBVABBVIE INC COM$13.5M2.26%53,477Trimmed
11RTXRTX CORPORATION COM$13.1M2.20%69,217Trimmed
12BACBANK AMERICA CORP COM$12.7M2.13%223,305Trimmed
13MRKMERCK & CO INC COM$12.6M2.12%98,272Trimmed
14QCOMQUALCOMM INC COM$11.7M1.96%63,264Trimmed
15TSMTAIWAN SEMICONDUCTOR MANUFACT$11.3M1.90%23,757Trimmed
16CBCHUBB LTD SWITZ COM$11.2M1.89%33,011Trimmed
17XOMEXXONMOBIL HLDGS CORP COM SHS$11.2M1.87%81,728New
18ADPAUTOMATIC DATA PROCESSING INC$11.1M1.86%49,619Trimmed
19NSCNORFOLK SOUTHN CORP COM$10.4M1.74%32,919Trimmed
20CVXCHEVRON CORPORATION COM$10.3M1.72%61,965Trimmed
21EMREMERSON ELEC CO COM$10.1M1.70%70,618Trimmed
22WFCWELLS FARGO & CO COM$9.6M1.61%115,976Trimmed
23LMTLOCKHEED MARTIN CORP COM$9.3M1.56%18,197Trimmed
24PGPROCTER & GAMBLE CO COM$9.1M1.53%62,388Trimmed
25NXPINXP SEMICONDUCTORS N V COM$8.9M1.49%31,625Trimmed

Source: SEC Form 13F filings · as of 2026-06-30