Filed: 5/6/2025ACC: 0001055963-25-000002
📋 What this filing means
TUFTON CAPITAL MANAGEMENT filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $519.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$519.15M
Total AUM (reported)
4.21M
Total Shares
Allocation by class
COM$510.78M98.4%
INT$8.37M1.6%
Portfolio Concentration
Top 3$69.98M13.5%
4–10$95.43M18.4%
11–25$142.79M27.5%
Rest$210.94M40.6%
Top 3 weight
13.5%
Top 10 weight
31.9%
Voting Authority Distribution
Total shares with voting rights: 4.21M
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
4.21M
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
SOLEShares75.97K
TypeSH
Market value$28.52M
5.49%
Sole
0.00
Shared
0.00
None
75.97K
APPLE INC COM
SOLEShares102.03K
TypeSH
Market value$22.66M
4.37%
Sole
0.00
Shared
0.00
None
102.03K
JPMORGAN CHASE & CO. COM
SOLEShares76.64K
TypeSH
Market value$18.80M
3.62%
Sole
0.00
Shared
0.00
None
76.64K
AUTO DATA PROCESSING
SOLEShares53.07K
TypeSH
Market value$16.21M
3.12%
Sole
0.00
Shared
0.00
None
53.07K
ALPHABET INC. CLASS C
SOLEShares103.66K
TypeSH
Market value$16.19M
3.12%
Sole
0.00
Shared
0.00
None
103.66K
TJX COMPANIES INC
SOLEShares131.12K
TypeSH
Market value$15.97M
3.08%
Sole
0.00
Shared
0.00
None
131.12K
AMAZON COM INC COM
SOLEShares66.33K
TypeSH
Market value$12.62M
2.43%
Sole
0.00
Shared
0.00
None
66.33K
ABBVIE INC
SOLEShares57.38K
TypeSH
Market value$12.02M
2.32%
Sole
0.00
Shared
0.00
None
57.38K
CHEVRON CORP
SOLEShares68.97K
TypeSH
Market value$11.54M
2.22%
Sole
0.00
Shared
0.00
None
68.97K
PROCTER & GAMBLE
SOLEShares63.81K
TypeSH
Market value$10.87M
2.09%
Sole
0.00
Shared
0.00
None
63.81K
QUALCOMM INC
SOLEShares70.73K
TypeSH
Market value$10.86M
2.09%
Sole
0.00
Shared
0.00
None
70.73K
CHUBB LTD New
SOLEShares35.93K
TypeSH
Market value$10.85M
2.09%
Sole
0.00
Shared
0.00
None
35.93K
EXXON MOBIL CORP
SOLEShares90.53K
TypeSH
Market value$10.77M
2.07%
Sole
0.00
Shared
0.00
None
90.53K
BANK OF AMERICA CORP
SOLEShares244.54K
TypeSH
Market value$10.20M
1.97%
Sole
0.00
Shared
0.00
None
244.54K
RTX CORP
SOLEShares75.41K
TypeSH
Market value$9.99M
1.92%
Sole
0.00
Shared
0.00
None
75.41K
CORNING INC
SOLEShares217.91K
TypeSH
Market value$9.98M
1.92%
Sole
0.00
Shared
0.00
None
217.91K
JOHNSON & JOHNSON
SOLEShares57.28K
TypeSH
Market value$9.50M
1.83%
Sole
0.00
Shared
0.00
None
57.28K
MERCK & CO. INC.
SOLEShares104.80K
TypeSH
Market value$9.41M
1.81%
Sole
0.00
Shared
0.00
None
104.80K
ABBOTT LABORATORIES
SOLEShares69.29K
TypeSH
Market value$9.19M
1.77%
Sole
0.00
Shared
0.00
None
69.29K
CHESAPEAKE UTILS CORP COM
SOLEShares71.25K
TypeSH
Market value$9.15M
1.76%
Sole
0.00
Shared
0.00
None
71.25K
WELLS FARGO & CO
SOLEShares125.29K
TypeSH
Market value$8.99M
1.73%
Sole
0.00
Shared
0.00
None
125.29K
LOCKHEED MARTIN CORP
SOLEShares19.85K
TypeSH
Market value$8.87M
1.71%
Sole
0.00
Shared
0.00
None
19.85K
CATERPILLAR INC
SOLEShares25.57K
TypeSH
Market value$8.43M
1.62%
Sole
0.00
Shared
0.00
None
25.57K
NORFOLK SOUTHERN CO
SOLEShares35.17K
TypeSH
Market value$8.33M
1.60%
Sole
0.00
Shared
0.00
None
35.17K
ZOETIS INC CLASS A
SOLEShares50.21K
TypeSH
Market value$8.27M
1.59%
Sole
0.00
Shared
0.00
None
50.21K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 75.97K | SH | $28.52M 5.49% | 0.00 | 0.00 | 75.97K |
APPLE INC COMSOLE | COM | 102.03K | SH | $22.66M 4.37% | 0.00 | 0.00 | 102.03K |
JPMORGAN CHASE & CO. COMSOLE | COM | 76.64K | SH | $18.80M 3.62% | 0.00 | 0.00 | 76.64K |
AUTO DATA PROCESSINGSOLE | COM | 53.07K | SH | $16.21M 3.12% | 0.00 | 0.00 | 53.07K |
ALPHABET INC. CLASS CSOLE | COM | 103.66K | SH | $16.19M 3.12% | 0.00 | 0.00 | 103.66K |
TJX COMPANIES INCSOLE | COM | 131.12K | SH | $15.97M 3.08% | 0.00 | 0.00 | 131.12K |
AMAZON COM INC COMSOLE | COM | 66.33K | SH | $12.62M 2.43% | 0.00 | 0.00 | 66.33K |
ABBVIE INCSOLE | COM | 57.38K | SH | $12.02M 2.32% | 0.00 | 0.00 | 57.38K |
CHEVRON CORPSOLE | COM | 68.97K | SH | $11.54M 2.22% | 0.00 | 0.00 | 68.97K |
PROCTER & GAMBLESOLE | COM | 63.81K | SH | $10.87M 2.09% | 0.00 | 0.00 | 63.81K |
QUALCOMM INCSOLE | COM | 70.73K | SH | $10.86M 2.09% | 0.00 | 0.00 | 70.73K |
CHUBB LTD NewSOLE | COM | 35.93K | SH | $10.85M 2.09% | 0.00 | 0.00 | 35.93K |
EXXON MOBIL CORPSOLE | COM | 90.53K | SH | $10.77M 2.07% | 0.00 | 0.00 | 90.53K |
BANK OF AMERICA CORPSOLE | COM | 244.54K | SH | $10.20M 1.97% | 0.00 | 0.00 | 244.54K |
RTX CORPSOLE | COM | 75.41K | SH | $9.99M 1.92% | 0.00 | 0.00 | 75.41K |
CORNING INCSOLE | COM | 217.91K | SH | $9.98M 1.92% | 0.00 | 0.00 | 217.91K |
JOHNSON & JOHNSONSOLE | COM | 57.28K | SH | $9.50M 1.83% | 0.00 | 0.00 | 57.28K |
MERCK & CO. INC.SOLE | COM | 104.80K | SH | $9.41M 1.81% | 0.00 | 0.00 | 104.80K |
ABBOTT LABORATORIESSOLE | COM | 69.29K | SH | $9.19M 1.77% | 0.00 | 0.00 | 69.29K |
CHESAPEAKE UTILS CORP COMSOLE | COM | 71.25K | SH | $9.15M 1.76% | 0.00 | 0.00 | 71.25K |
WELLS FARGO & COSOLE | COM | 125.29K | SH | $8.99M 1.73% | 0.00 | 0.00 | 125.29K |
LOCKHEED MARTIN CORPSOLE | COM | 19.85K | SH | $8.87M 1.71% | 0.00 | 0.00 | 19.85K |
CATERPILLAR INCSOLE | COM | 25.57K | SH | $8.43M 1.62% | 0.00 | 0.00 | 25.57K |
NORFOLK SOUTHERN COSOLE | COM | 35.17K | SH | $8.33M 1.60% | 0.00 | 0.00 | 35.17K |
ZOETIS INC CLASS ASOLE | COM | 50.21K | SH | $8.27M 1.59% | 0.00 | 0.00 | 50.21K |
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