Filed: 10/31/2025ACC: 0001055963-25-000005
📋 What this filing means
TUFTON CAPITAL MANAGEMENT filed this quarterly 13F‑HR report disclosing 118 equity positions with a total reported market value of $561.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
118
Positions
$561.0K
Total AUM (reported)
4M
Total Shares
Allocation by class
COM$548.7K97.8%
INT$12.3K2.2%
Portfolio Concentration
Top 3$86.9K15.5%
4–10$110.1K19.6%
11–25$151.4K27.0%
Rest$212.6K37.9%
Top 3 weight
15.5%
Top 10 weight
35.1%
Voting Authority Distribution
Total shares with voting rights: 4M
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
4M
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
SOLEShares73.55K
TypeSH
Market value$38.1K
6.79%
Sole
0.00
Shared
0.00
None
73.55K
APPLE INC COM
SOLEShares100.13K
TypeSH
Market value$25.5K
4.54%
Sole
0.00
Shared
0.00
None
100.13K
JPMORGAN CHASE & CO. COM
SOLEShares74K
TypeSH
Market value$23.3K
4.16%
Sole
0.00
Shared
0.00
None
74K
ALPHABET INC. CLASS C
SOLEShares88.84K
TypeSH
Market value$21.6K
3.86%
Sole
0.00
Shared
0.00
None
88.84K
TJX COMPANIES INC
SOLEShares125.68K
TypeSH
Market value$18.2K
3.24%
Sole
0.00
Shared
0.00
None
125.68K
CORNING INC
SOLEShares188.04K
TypeSH
Market value$15.4K
2.75%
Sole
0.00
Shared
0.00
None
188.04K
AUTO DATA PROCESSING
SOLEShares51.46K
TypeSH
Market value$15.1K
2.69%
Sole
0.00
Shared
0.00
None
51.46K
AMAZON COM INC COM
SOLEShares67.68K
TypeSH
Market value$14.9K
2.65%
Sole
0.00
Shared
0.00
None
67.68K
ABBVIE INC
SOLEShares55.40K
TypeSH
Market value$12.8K
2.29%
Sole
0.00
Shared
0.00
None
55.40K
BANK OF AMERICA CORP
SOLEShares233.97K
TypeSH
Market value$12.1K
2.15%
Sole
0.00
Shared
0.00
None
233.97K
RTX CORP
SOLEShares72.06K
TypeSH
Market value$12.1K
2.15%
Sole
0.00
Shared
0.00
None
72.06K
CATERPILLAR INC
SOLEShares24.91K
TypeSH
Market value$11.9K
2.12%
Sole
0.00
Shared
0.00
None
24.91K
QUALCOMM INC
SOLEShares68.51K
TypeSH
Market value$11.4K
2.03%
Sole
0.00
Shared
0.00
None
68.51K
CHEVRON CORP
SOLEShares66.67K
TypeSH
Market value$10.4K
1.85%
Sole
0.00
Shared
0.00
None
66.67K
JOHNSON & JOHNSON
SOLEShares55.36K
TypeSH
Market value$10.3K
1.83%
Sole
0.00
Shared
0.00
None
55.36K
NORFOLK SOUTHERN CO
SOLEShares34.11K
TypeSH
Market value$10.2K
1.83%
Sole
0.00
Shared
0.00
None
34.11K
WELLS FARGO & CO
SOLEShares120.68K
TypeSH
Market value$10.1K
1.80%
Sole
0.00
Shared
0.00
None
120.68K
EXXON MOBIL CORP
SOLEShares87.35K
TypeSH
Market value$9.8K
1.76%
Sole
0.00
Shared
0.00
None
87.35K
CHUBB LTD New
SOLEShares34.45K
TypeSH
Market value$9.7K
1.73%
Sole
0.00
Shared
0.00
None
34.45K
CHESAPEAKE UTILS CORP COM
SOLEShares71.25K
TypeSH
Market value$9.6K
1.71%
Sole
0.00
Shared
0.00
None
71.25K
EMERSON ELECTRIC CO
SOLEShares72.97K
TypeSH
Market value$9.6K
1.71%
Sole
0.00
Shared
0.00
None
72.97K
PROCTER & GAMBLE
SOLEShares61.81K
TypeSH
Market value$9.5K
1.69%
Sole
0.00
Shared
0.00
None
61.81K
LOCKHEED MARTIN CORP
SOLEShares18.92K
TypeSH
Market value$9.4K
1.68%
Sole
0.00
Shared
0.00
None
18.92K
ABBOTT LABORATORIES
SOLEShares66.69K
TypeSH
Market value$8.9K
1.59%
Sole
0.00
Shared
0.00
None
66.69K
MERCK & CO. INC.
SOLEShares101.18K
TypeSH
Market value$8.5K
1.51%
Sole
0.00
Shared
0.00
None
101.18K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 73.55K | SH | $38.1K 6.79% | 0.00 | 0.00 | 73.55K |
APPLE INC COMSOLE | COM | 100.13K | SH | $25.5K 4.54% | 0.00 | 0.00 | 100.13K |
JPMORGAN CHASE & CO. COMSOLE | COM | 74K | SH | $23.3K 4.16% | 0.00 | 0.00 | 74K |
ALPHABET INC. CLASS CSOLE | COM | 88.84K | SH | $21.6K 3.86% | 0.00 | 0.00 | 88.84K |
TJX COMPANIES INCSOLE | COM | 125.68K | SH | $18.2K 3.24% | 0.00 | 0.00 | 125.68K |
CORNING INCSOLE | COM | 188.04K | SH | $15.4K 2.75% | 0.00 | 0.00 | 188.04K |
AUTO DATA PROCESSINGSOLE | COM | 51.46K | SH | $15.1K 2.69% | 0.00 | 0.00 | 51.46K |
AMAZON COM INC COMSOLE | COM | 67.68K | SH | $14.9K 2.65% | 0.00 | 0.00 | 67.68K |
ABBVIE INCSOLE | COM | 55.40K | SH | $12.8K 2.29% | 0.00 | 0.00 | 55.40K |
BANK OF AMERICA CORPSOLE | COM | 233.97K | SH | $12.1K 2.15% | 0.00 | 0.00 | 233.97K |
RTX CORPSOLE | COM | 72.06K | SH | $12.1K 2.15% | 0.00 | 0.00 | 72.06K |
CATERPILLAR INCSOLE | COM | 24.91K | SH | $11.9K 2.12% | 0.00 | 0.00 | 24.91K |
QUALCOMM INCSOLE | COM | 68.51K | SH | $11.4K 2.03% | 0.00 | 0.00 | 68.51K |
CHEVRON CORPSOLE | COM | 66.67K | SH | $10.4K 1.85% | 0.00 | 0.00 | 66.67K |
JOHNSON & JOHNSONSOLE | COM | 55.36K | SH | $10.3K 1.83% | 0.00 | 0.00 | 55.36K |
NORFOLK SOUTHERN COSOLE | COM | 34.11K | SH | $10.2K 1.83% | 0.00 | 0.00 | 34.11K |
WELLS FARGO & COSOLE | COM | 120.68K | SH | $10.1K 1.80% | 0.00 | 0.00 | 120.68K |
EXXON MOBIL CORPSOLE | COM | 87.35K | SH | $9.8K 1.76% | 0.00 | 0.00 | 87.35K |
CHUBB LTD NewSOLE | COM | 34.45K | SH | $9.7K 1.73% | 0.00 | 0.00 | 34.45K |
CHESAPEAKE UTILS CORP COMSOLE | COM | 71.25K | SH | $9.6K 1.71% | 0.00 | 0.00 | 71.25K |
EMERSON ELECTRIC COSOLE | COM | 72.97K | SH | $9.6K 1.71% | 0.00 | 0.00 | 72.97K |
PROCTER & GAMBLESOLE | COM | 61.81K | SH | $9.5K 1.69% | 0.00 | 0.00 | 61.81K |
LOCKHEED MARTIN CORPSOLE | COM | 18.92K | SH | $9.4K 1.68% | 0.00 | 0.00 | 18.92K |
ABBOTT LABORATORIESSOLE | COM | 66.69K | SH | $8.9K 1.59% | 0.00 | 0.00 | 66.69K |
MERCK & CO. INC.SOLE | COM | 101.18K | SH | $8.5K 1.51% | 0.00 | 0.00 | 101.18K |
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