Filed: 2/5/2025ACC: 0001055963-25-000001
📋 What this filing means
TUFTON CAPITAL MANAGEMENT filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $528.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$528.68M
Total AUM (reported)
4.22M
Total Shares
Allocation by class
COM$519.61M98.3%
INT$9.07M1.7%
Portfolio Concentration
Top 3$77.77M14.7%
4–10$98.22M18.6%
11–25$143.64M27.2%
Rest$209.05M39.5%
Top 3 weight
14.7%
Top 10 weight
33.3%
Voting Authority Distribution
Total shares with voting rights: 4.22M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.22M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole120
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings120
Rows:
MICROSOFT CORP
SOLEShares75.75K
TypeSH
Market value$31.93M
6.04%
Sole
0.00
Shared
0.00
None
75.75K
APPLE INC COM
SOLEShares103.01K
TypeSH
Market value$25.80M
4.88%
Sole
0.00
Shared
0.00
None
103.01K
ALPHABET INC. CLASS C
SOLEShares105.27K
TypeSH
Market value$20.05M
3.79%
Sole
0.00
Shared
0.00
None
105.27K
JPMORGAN CHASE & CO. COM
SOLEShares80.03K
TypeSH
Market value$19.18M
3.63%
Sole
0.00
Shared
0.00
None
80.03K
TJX COMPANIES INC
SOLEShares134.11K
TypeSH
Market value$16.20M
3.06%
Sole
0.00
Shared
0.00
None
134.11K
AUTO DATA PROCESSING
SOLEShares54.77K
TypeSH
Market value$16.03M
3.03%
Sole
0.00
Shared
0.00
None
54.77K
AMAZON COM INC COM
SOLEShares65.79K
TypeSH
Market value$14.43M
2.73%
Sole
0.00
Shared
0.00
None
65.79K
QUALCOMM INC
SOLEShares70.79K
TypeSH
Market value$10.88M
2.06%
Sole
0.00
Shared
0.00
None
70.79K
BANK OF AMERICA CORP
SOLEShares244.97K
TypeSH
Market value$10.77M
2.04%
Sole
0.00
Shared
0.00
None
244.97K
PROCTER & GAMBLE
SOLEShares64.01K
TypeSH
Market value$10.73M
2.03%
Sole
0.00
Shared
0.00
None
64.01K
CORNING INC
SOLEShares220.31K
TypeSH
Market value$10.47M
1.98%
Sole
0.00
Shared
0.00
None
220.31K
MERCK & CO. INC.
SOLEShares104.68K
TypeSH
Market value$10.41M
1.97%
Sole
0.00
Shared
0.00
None
104.68K
ABBVIE INC
SOLEShares58.16K
TypeSH
Market value$10.34M
1.95%
Sole
0.00
Shared
0.00
None
58.16K
RTX CORP
SOLEShares88K
TypeSH
Market value$10.18M
1.93%
Sole
0.00
Shared
0.00
None
88K
CHEVRON CORP
SOLEShares70.06K
TypeSH
Market value$10.15M
1.92%
Sole
0.00
Shared
0.00
None
70.06K
TARGET CORP
SOLEShares74.16K
TypeSH
Market value$10.02M
1.90%
Sole
0.00
Shared
0.00
None
74.16K
CHUBB LTD New
SOLEShares35.84K
TypeSH
Market value$9.90M
1.87%
Sole
0.00
Shared
0.00
None
35.84K
EXXON MOBIL CORP
SOLEShares90.26K
TypeSH
Market value$9.71M
1.84%
Sole
0.00
Shared
0.00
None
90.26K
LOCKHEED MARTIN CORP
SOLEShares19.78K
TypeSH
Market value$9.61M
1.82%
Sole
0.00
Shared
0.00
None
19.78K
EMERSON ELECTRIC CO
SOLEShares76.73K
TypeSH
Market value$9.51M
1.80%
Sole
0.00
Shared
0.00
None
76.73K
CATERPILLAR INC
SOLEShares25.46K
TypeSH
Market value$9.24M
1.75%
Sole
0.00
Shared
0.00
None
25.46K
WELLS FARGO & CO
SOLEShares126.67K
TypeSH
Market value$8.90M
1.68%
Sole
0.00
Shared
0.00
None
126.67K
CHESAPEAKE UTILS CORP COM
SOLEShares71.25K
TypeSH
Market value$8.65M
1.64%
Sole
0.00
Shared
0.00
None
71.25K
NORFOLK SOUTHERN CO
SOLEShares35.31K
TypeSH
Market value$8.29M
1.57%
Sole
0.00
Shared
0.00
None
35.31K
JOHNSON & JOHNSON
SOLEShares57.10K
TypeSH
Market value$8.26M
1.56%
Sole
0.00
Shared
0.00
None
57.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 75.75K | SH | $31.93M 6.04% | 0.00 | 0.00 | 75.75K |
APPLE INC COMSOLE | COM | 103.01K | SH | $25.80M 4.88% | 0.00 | 0.00 | 103.01K |
ALPHABET INC. CLASS CSOLE | COM | 105.27K | SH | $20.05M 3.79% | 0.00 | 0.00 | 105.27K |
JPMORGAN CHASE & CO. COMSOLE | COM | 80.03K | SH | $19.18M 3.63% | 0.00 | 0.00 | 80.03K |
TJX COMPANIES INCSOLE | COM | 134.11K | SH | $16.20M 3.06% | 0.00 | 0.00 | 134.11K |
AUTO DATA PROCESSINGSOLE | COM | 54.77K | SH | $16.03M 3.03% | 0.00 | 0.00 | 54.77K |
AMAZON COM INC COMSOLE | COM | 65.79K | SH | $14.43M 2.73% | 0.00 | 0.00 | 65.79K |
QUALCOMM INCSOLE | COM | 70.79K | SH | $10.88M 2.06% | 0.00 | 0.00 | 70.79K |
BANK OF AMERICA CORPSOLE | COM | 244.97K | SH | $10.77M 2.04% | 0.00 | 0.00 | 244.97K |
PROCTER & GAMBLESOLE | COM | 64.01K | SH | $10.73M 2.03% | 0.00 | 0.00 | 64.01K |
CORNING INCSOLE | COM | 220.31K | SH | $10.47M 1.98% | 0.00 | 0.00 | 220.31K |
MERCK & CO. INC.SOLE | COM | 104.68K | SH | $10.41M 1.97% | 0.00 | 0.00 | 104.68K |
ABBVIE INCSOLE | COM | 58.16K | SH | $10.34M 1.95% | 0.00 | 0.00 | 58.16K |
RTX CORPSOLE | COM | 88K | SH | $10.18M 1.93% | 0.00 | 0.00 | 88K |
CHEVRON CORPSOLE | COM | 70.06K | SH | $10.15M 1.92% | 0.00 | 0.00 | 70.06K |
TARGET CORPSOLE | COM | 74.16K | SH | $10.02M 1.90% | 0.00 | 0.00 | 74.16K |
CHUBB LTD NewSOLE | COM | 35.84K | SH | $9.90M 1.87% | 0.00 | 0.00 | 35.84K |
EXXON MOBIL CORPSOLE | COM | 90.26K | SH | $9.71M 1.84% | 0.00 | 0.00 | 90.26K |
LOCKHEED MARTIN CORPSOLE | COM | 19.78K | SH | $9.61M 1.82% | 0.00 | 0.00 | 19.78K |
EMERSON ELECTRIC COSOLE | COM | 76.73K | SH | $9.51M 1.80% | 0.00 | 0.00 | 76.73K |
CATERPILLAR INCSOLE | COM | 25.46K | SH | $9.24M 1.75% | 0.00 | 0.00 | 25.46K |
WELLS FARGO & COSOLE | COM | 126.67K | SH | $8.90M 1.68% | 0.00 | 0.00 | 126.67K |
CHESAPEAKE UTILS CORP COMSOLE | COM | 71.25K | SH | $8.65M 1.64% | 0.00 | 0.00 | 71.25K |
NORFOLK SOUTHERN COSOLE | COM | 35.31K | SH | $8.29M 1.57% | 0.00 | 0.00 | 35.31K |
JOHNSON & JOHNSONSOLE | COM | 57.10K | SH | $8.26M 1.56% | 0.00 | 0.00 | 57.10K |
Page 1 of 5
…