TUFTON CAPITAL MANAGEMENT

PrivateCIK: 1055963
Location

HUNT VALLEY, MD

πŸ“‹ What this filing means

TUFTON CAPITAL MANAGEMENT filed this quarterly 13F‑HR report disclosing 122 equity positions with a total reported market value of $572.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

122
Positions
$572.1K
Total AUM (reported)
3.91M
Total Shares

Allocation by class

TOTAL AUM$572.1K122 positions
COM$559.2K97.7%
INT$12.9K2.3%

Portfolio Concentration

Top 315.8%4–1020.1%11–2527.8%Rest36.3%TOP 1035.9%0%100%
Top 3$90.1K15.8%
4–10$115.0K20.1%
11–25$159.1K27.8%
Rest$207.9K36.3%

Top 3 weight

15.8%

Top 10 weight

35.9%

Voting Authority Distribution

Total shares with voting rights: 3.91M

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

3.91M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole122
Shared0
Other0
Dominant voting typeNone Β· 100.0% of voting shares
Institutional Holdings122
Rows:

MICROSOFT CORP

SOLE
COM
Shares72.61K
TypeSH
Market value$35.1K
6.14%
Sole
0.00
Shared
0.00
None
72.61K

ALPHABET INC. CLASS C

SOLE
COM
Shares88.09K
TypeSH
Market value$27.6K
4.83%
Sole
0.00
Shared
0.00
None
88.09K

APPLE INC COM

SOLE
COM
Shares100.59K
TypeSH
Market value$27.3K
4.78%
Sole
0.00
Shared
0.00
None
100.59K

JPMORGAN CHASE & CO. COM

SOLE
COM
Shares73.05K
TypeSH
Market value$23.5K
4.11%
Sole
0.00
Shared
0.00
None
73.05K

TJX COMPANIES INC

SOLE
COM
Shares124.10K
TypeSH
Market value$19.1K
3.33%
Sole
0.00
Shared
0.00
None
124.10K

CORNING INC

SOLE
COM
Shares183.82K
TypeSH
Market value$16.1K
2.81%
Sole
0.00
Shared
0.00
None
183.82K

AMAZON COM INC COM

SOLE
COM
Shares69.48K
TypeSH
Market value$16.0K
2.80%
Sole
0.00
Shared
0.00
None
69.48K

CATERPILLAR INC

SOLE
COM
Shares24.70K
TypeSH
Market value$14.2K
2.47%
Sole
0.00
Shared
0.00
None
24.70K

RTX CORP

SOLE
COM
Shares71.46K
TypeSH
Market value$13.1K
2.29%
Sole
0.00
Shared
0.00
None
71.46K

AUTO DATA PROCESSING

SOLE
COM
Shares50.61K
TypeSH
Market value$13.0K
2.28%
Sole
0.00
Shared
0.00
None
50.61K

BANK OF AMERICA CORP

SOLE
COM
Shares232.60K
TypeSH
Market value$12.8K
2.24%
Sole
0.00
Shared
0.00
None
232.60K

ABBVIE INC

SOLE
COM
Shares55.09K
TypeSH
Market value$12.6K
2.20%
Sole
0.00
Shared
0.00
None
55.09K

CHESAPEAKE UTILS CORP COM

SOLE
COM
Shares94.55K
TypeSH
Market value$11.8K
2.06%
Sole
0.00
Shared
0.00
None
94.55K

QUALCOMM INC

SOLE
COM
Shares68.31K
TypeSH
Market value$11.7K
2.04%
Sole
0.00
Shared
0.00
None
68.31K

JOHNSON & JOHNSON

SOLE
COM
Shares55.02K
TypeSH
Market value$11.4K
1.99%
Sole
0.00
Shared
0.00
None
55.02K

WELLS FARGO & CO

SOLE
COM
Shares119.52K
TypeSH
Market value$11.1K
1.95%
Sole
0.00
Shared
0.00
None
119.52K

CHUBB LTD COM

SOLE
COM
Shares34.14K
TypeSH
Market value$10.7K
1.86%
Sole
0.00
Shared
0.00
None
34.14K

MERCK & CO. INC.

SOLE
COM
Shares100.27K
TypeSH
Market value$10.6K
1.84%
Sole
0.00
Shared
0.00
None
100.27K

EXXON MOBIL CORP

SOLE
COM
Shares86.13K
TypeSH
Market value$10.4K
1.81%
Sole
0.00
Shared
0.00
None
86.13K

CHEVRON CORP

SOLE
COM
Shares66.70K
TypeSH
Market value$10.2K
1.78%
Sole
0.00
Shared
0.00
None
66.70K

NORFOLK SOUTHERN CO

SOLE
COM
Shares33.77K
TypeSH
Market value$9.7K
1.70%
Sole
0.00
Shared
0.00
None
33.77K

EMERSON ELECTRIC CO

SOLE
COM
Shares72.72K
TypeSH
Market value$9.7K
1.69%
Sole
0.00
Shared
0.00
None
72.72K

PROCTER & GAMBLE

SOLE
COM
Shares63.80K
TypeSH
Market value$9.1K
1.60%
Sole
0.00
Shared
0.00
None
63.80K

LOCKHEED MARTIN CORP

SOLE
COM
Shares18.74K
TypeSH
Market value$9.1K
1.58%
Sole
0.00
Shared
0.00
None
18.74K

ABBOTT LABORATORIES

SOLE
COM
Shares66.49K
TypeSH
Market value$8.3K
1.46%
Sole
0.00
Shared
0.00
None
66.49K
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TUFTON CAPITAL MANAGEMENT 13F Holdings β€” 122 Positions | Finecho