Filed: 8/5/2025ACC: 0001055963-25-000003
📋 What this filing means
TUFTON CAPITAL MANAGEMENT filed this quarterly 13F‑HR report disclosing 118 equity positions with a total reported market value of $525.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
118
Positions
$525.9K
Total AUM (reported)
4.06M
Total Shares
Allocation by class
COM$515.4K98.0%
INT$10.6K2.0%
Portfolio Concentration
Top 3$78.0K14.8%
4–10$95.2K18.1%
11–25$140.0K26.6%
Rest$212.7K40.4%
Top 3 weight
14.8%
Top 10 weight
32.9%
Voting Authority Distribution
Total shares with voting rights: 4.06M
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
4.06M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole118
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings118
Rows:
MICROSOFT CORP
SOLEShares74.02K
TypeSH
Market value$36.8K
7.00%
Sole
0.00
Shared
0.00
None
74.02K
JPMORGAN CHASE & CO. COM
SOLEShares74.26K
TypeSH
Market value$21.5K
4.09%
Sole
0.00
Shared
0.00
None
74.26K
APPLE INC COM
SOLEShares95.97K
TypeSH
Market value$19.7K
3.74%
Sole
0.00
Shared
0.00
None
95.97K
AUTO DATA PROCESSING
SOLEShares51.54K
TypeSH
Market value$15.9K
3.02%
Sole
0.00
Shared
0.00
None
51.54K
ALPHABET INC. CLASS C
SOLEShares89.04K
TypeSH
Market value$15.8K
3.00%
Sole
0.00
Shared
0.00
None
89.04K
TJX COMPANIES INC
SOLEShares125.84K
TypeSH
Market value$15.5K
2.95%
Sole
0.00
Shared
0.00
None
125.84K
AMAZON COM INC COM
SOLEShares67.66K
TypeSH
Market value$14.8K
2.82%
Sole
0.00
Shared
0.00
None
67.66K
BANK OF AMERICA CORP
SOLEShares235.77K
TypeSH
Market value$11.2K
2.12%
Sole
0.00
Shared
0.00
None
235.77K
CORNING INC
SOLEShares209.56K
TypeSH
Market value$11.0K
2.10%
Sole
0.00
Shared
0.00
None
209.56K
QUALCOMM INC
SOLEShares68.80K
TypeSH
Market value$11.0K
2.08%
Sole
0.00
Shared
0.00
None
68.80K
RTX CORP
SOLEShares71.88K
TypeSH
Market value$10.5K
2.00%
Sole
0.00
Shared
0.00
None
71.88K
ABBVIE INC
SOLEShares55.23K
TypeSH
Market value$10.3K
1.95%
Sole
0.00
Shared
0.00
None
55.23K
CHUBB LTD New
SOLEShares34.50K
TypeSH
Market value$10.0K
1.90%
Sole
0.00
Shared
0.00
None
34.50K
PROCTER & GAMBLE
SOLEShares61.90K
TypeSH
Market value$9.9K
1.87%
Sole
0.00
Shared
0.00
None
61.90K
EMERSON ELECTRIC CO
SOLEShares73.19K
TypeSH
Market value$9.8K
1.86%
Sole
0.00
Shared
0.00
None
73.19K
WELLS FARGO & CO
SOLEShares121.50K
TypeSH
Market value$9.7K
1.85%
Sole
0.00
Shared
0.00
None
121.50K
CATERPILLAR INC
SOLEShares24.99K
TypeSH
Market value$9.7K
1.84%
Sole
0.00
Shared
0.00
None
24.99K
CHEVRON CORP
SOLEShares66.54K
TypeSH
Market value$9.5K
1.81%
Sole
0.00
Shared
0.00
None
66.54K
ABBOTT LABORATORIES
SOLEShares67.21K
TypeSH
Market value$9.1K
1.74%
Sole
0.00
Shared
0.00
None
67.21K
EXXON MOBIL CORP
SOLEShares82.42K
TypeSH
Market value$8.9K
1.69%
Sole
0.00
Shared
0.00
None
82.42K
LOCKHEED MARTIN CORP
SOLEShares19K
TypeSH
Market value$8.8K
1.67%
Sole
0.00
Shared
0.00
None
19K
NORFOLK SOUTHERN CO
SOLEShares34.29K
TypeSH
Market value$8.8K
1.67%
Sole
0.00
Shared
0.00
None
34.29K
CHESAPEAKE UTILS CORP COM
SOLEShares71.25K
TypeSH
Market value$8.6K
1.63%
Sole
0.00
Shared
0.00
None
71.25K
JOHNSON & JOHNSON
SOLEShares55.19K
TypeSH
Market value$8.4K
1.60%
Sole
0.00
Shared
0.00
None
55.19K
MERCK & CO. INC.
SOLEShares101.64K
TypeSH
Market value$8.0K
1.53%
Sole
0.00
Shared
0.00
None
101.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 74.02K | SH | $36.8K 7.00% | 0.00 | 0.00 | 74.02K |
JPMORGAN CHASE & CO. COMSOLE | COM | 74.26K | SH | $21.5K 4.09% | 0.00 | 0.00 | 74.26K |
APPLE INC COMSOLE | COM | 95.97K | SH | $19.7K 3.74% | 0.00 | 0.00 | 95.97K |
AUTO DATA PROCESSINGSOLE | COM | 51.54K | SH | $15.9K 3.02% | 0.00 | 0.00 | 51.54K |
ALPHABET INC. CLASS CSOLE | COM | 89.04K | SH | $15.8K 3.00% | 0.00 | 0.00 | 89.04K |
TJX COMPANIES INCSOLE | COM | 125.84K | SH | $15.5K 2.95% | 0.00 | 0.00 | 125.84K |
AMAZON COM INC COMSOLE | COM | 67.66K | SH | $14.8K 2.82% | 0.00 | 0.00 | 67.66K |
BANK OF AMERICA CORPSOLE | COM | 235.77K | SH | $11.2K 2.12% | 0.00 | 0.00 | 235.77K |
CORNING INCSOLE | COM | 209.56K | SH | $11.0K 2.10% | 0.00 | 0.00 | 209.56K |
QUALCOMM INCSOLE | COM | 68.80K | SH | $11.0K 2.08% | 0.00 | 0.00 | 68.80K |
RTX CORPSOLE | COM | 71.88K | SH | $10.5K 2.00% | 0.00 | 0.00 | 71.88K |
ABBVIE INCSOLE | COM | 55.23K | SH | $10.3K 1.95% | 0.00 | 0.00 | 55.23K |
CHUBB LTD NewSOLE | COM | 34.50K | SH | $10.0K 1.90% | 0.00 | 0.00 | 34.50K |
PROCTER & GAMBLESOLE | COM | 61.90K | SH | $9.9K 1.87% | 0.00 | 0.00 | 61.90K |
EMERSON ELECTRIC COSOLE | COM | 73.19K | SH | $9.8K 1.86% | 0.00 | 0.00 | 73.19K |
WELLS FARGO & COSOLE | COM | 121.50K | SH | $9.7K 1.85% | 0.00 | 0.00 | 121.50K |
CATERPILLAR INCSOLE | COM | 24.99K | SH | $9.7K 1.84% | 0.00 | 0.00 | 24.99K |
CHEVRON CORPSOLE | COM | 66.54K | SH | $9.5K 1.81% | 0.00 | 0.00 | 66.54K |
ABBOTT LABORATORIESSOLE | COM | 67.21K | SH | $9.1K 1.74% | 0.00 | 0.00 | 67.21K |
EXXON MOBIL CORPSOLE | COM | 82.42K | SH | $8.9K 1.69% | 0.00 | 0.00 | 82.42K |
LOCKHEED MARTIN CORPSOLE | COM | 19K | SH | $8.8K 1.67% | 0.00 | 0.00 | 19K |
NORFOLK SOUTHERN COSOLE | COM | 34.29K | SH | $8.8K 1.67% | 0.00 | 0.00 | 34.29K |
CHESAPEAKE UTILS CORP COMSOLE | COM | 71.25K | SH | $8.6K 1.63% | 0.00 | 0.00 | 71.25K |
JOHNSON & JOHNSONSOLE | COM | 55.19K | SH | $8.4K 1.60% | 0.00 | 0.00 | 55.19K |
MERCK & CO. INC.SOLE | COM | 101.64K | SH | $8.0K 1.53% | 0.00 | 0.00 | 101.64K |
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