Filed: 5/12/2026ACC: 0001055963-26-000002
📋 What this filing means
TUFTON CAPITAL MANAGEMENT filed this quarterly 13F‑HR report disclosing 126 equity positions with a total reported market value of $549.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
126
Positions
$549.7K
Total AUM (reported)
3.78M
Total Shares
Allocation by class
COM$535.4K97.4%
INT$14.3K2.6%
Portfolio Concentration
Top 3$75.0K13.6%
4–10$121.2K22.1%
11–25$156.0K28.4%
Rest$197.4K35.9%
Top 3 weight
13.6%
Top 10 weight
35.7%
Voting Authority Distribution
Total shares with voting rights: 3.78M
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
3.78M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole126
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings126
Rows:
MICROSOFT CORP COM
SOLEShares71.37K
TypeSH
Market value$26.4K
4.81%
Sole
0.00
Shared
0.00
None
71.37K
ALPHABET INC CAP STK CL C
SOLEShares84.83K
TypeSH
Market value$24.3K
4.43%
Sole
0.00
Shared
0.00
None
84.83K
APPLE INC COM
SOLEShares95.46K
TypeSH
Market value$24.2K
4.41%
Sole
0.00
Shared
0.00
None
95.46K
CORNING INC COM
SOLEShares161.79K
TypeSH
Market value$22.0K
4.00%
Sole
0.00
Shared
0.00
None
161.79K
JPMORGAN CHASE & CO COM
SOLEShares71.18K
TypeSH
Market value$20.9K
3.81%
Sole
0.00
Shared
0.00
None
71.18K
TJX COS INC NEW COM
SOLEShares119.51K
TypeSH
Market value$19.1K
3.47%
Sole
0.00
Shared
0.00
None
119.51K
CATERPILLAR INC COM
SOLEShares23.96K
TypeSH
Market value$17.0K
3.09%
Sole
0.00
Shared
0.00
None
23.96K
EXXON MOBIL CORP COM
SOLEShares84.89K
TypeSH
Market value$14.4K
2.62%
Sole
0.00
Shared
0.00
None
84.89K
AMAZON COM INC COM
SOLEShares68.43K
TypeSH
Market value$14.3K
2.59%
Sole
0.00
Shared
0.00
None
68.43K
CHEVRON CORPORATION COM
SOLEShares65.68K
TypeSH
Market value$13.6K
2.47%
Sole
0.00
Shared
0.00
None
65.68K
RTX CORPORATION COM
SOLEShares69.87K
TypeSH
Market value$13.5K
2.45%
Sole
0.00
Shared
0.00
None
69.87K
JOHNSON & JOHNSON COM
SOLEShares54.24K
TypeSH
Market value$13.3K
2.41%
Sole
0.00
Shared
0.00
None
54.24K
MERCK & CO INC COM
SOLEShares99.13K
TypeSH
Market value$11.9K
2.17%
Sole
0.00
Shared
0.00
None
99.13K
ABBVIE INC COM
SOLEShares54.13K
TypeSH
Market value$11.8K
2.14%
Sole
0.00
Shared
0.00
None
54.13K
LOCKHEED MARTIN CORP COM
SOLEShares18.37K
TypeSH
Market value$11.1K
2.02%
Sole
0.00
Shared
0.00
None
18.37K
BANK AMERICA CORP COM
SOLEShares226.40K
TypeSH
Market value$11.0K
2.01%
Sole
0.00
Shared
0.00
None
226.40K
CHUBB LTD SWITZ COM
SOLEShares33.38K
TypeSH
Market value$10.9K
1.98%
Sole
0.00
Shared
0.00
None
33.38K
AUTOMATIC DATA PROCESSING INC
SOLEShares50.16K
TypeSH
Market value$10.2K
1.85%
Sole
0.00
Shared
0.00
None
50.16K
NORFOLK SOUTHN CORP COM
SOLEShares33.34K
TypeSH
Market value$9.6K
1.74%
Sole
0.00
Shared
0.00
None
33.34K
WELLS FARGO & CO COM
SOLEShares117.64K
TypeSH
Market value$9.4K
1.70%
Sole
0.00
Shared
0.00
None
117.64K
EMERSON ELEC CO COM
SOLEShares71.46K
TypeSH
Market value$9.4K
1.70%
Sole
0.00
Shared
0.00
None
71.46K
PROCTER & GAMBLE CO COM
SOLEShares62.97K
TypeSH
Market value$9.1K
1.65%
Sole
0.00
Shared
0.00
None
62.97K
QUALCOMM INC COM
SOLEShares67.30K
TypeSH
Market value$8.7K
1.58%
Sole
0.00
Shared
0.00
None
67.30K
TAIWAN SEMICONDUCTOR MANUFACT
SOLEShares25.24K
TypeSH
Market value$8.5K
1.55%
Sole
0.00
Shared
0.00
None
25.24K
TARGET CORP COM
SOLEShares64.36K
TypeSH
Market value$7.8K
1.42%
Sole
0.00
Shared
0.00
None
64.36K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COMSOLE | COM | 71.37K | SH | $26.4K 4.81% | 0.00 | 0.00 | 71.37K |
ALPHABET INC CAP STK CL CSOLE | COM | 84.83K | SH | $24.3K 4.43% | 0.00 | 0.00 | 84.83K |
APPLE INC COMSOLE | COM | 95.46K | SH | $24.2K 4.41% | 0.00 | 0.00 | 95.46K |
CORNING INC COMSOLE | COM | 161.79K | SH | $22.0K 4.00% | 0.00 | 0.00 | 161.79K |
JPMORGAN CHASE & CO COMSOLE | COM | 71.18K | SH | $20.9K 3.81% | 0.00 | 0.00 | 71.18K |
TJX COS INC NEW COMSOLE | COM | 119.51K | SH | $19.1K 3.47% | 0.00 | 0.00 | 119.51K |
CATERPILLAR INC COMSOLE | COM | 23.96K | SH | $17.0K 3.09% | 0.00 | 0.00 | 23.96K |
EXXON MOBIL CORP COMSOLE | COM | 84.89K | SH | $14.4K 2.62% | 0.00 | 0.00 | 84.89K |
AMAZON COM INC COMSOLE | COM | 68.43K | SH | $14.3K 2.59% | 0.00 | 0.00 | 68.43K |
CHEVRON CORPORATION COMSOLE | COM | 65.68K | SH | $13.6K 2.47% | 0.00 | 0.00 | 65.68K |
RTX CORPORATION COMSOLE | COM | 69.87K | SH | $13.5K 2.45% | 0.00 | 0.00 | 69.87K |
JOHNSON & JOHNSON COMSOLE | COM | 54.24K | SH | $13.3K 2.41% | 0.00 | 0.00 | 54.24K |
MERCK & CO INC COMSOLE | COM | 99.13K | SH | $11.9K 2.17% | 0.00 | 0.00 | 99.13K |
ABBVIE INC COMSOLE | COM | 54.13K | SH | $11.8K 2.14% | 0.00 | 0.00 | 54.13K |
LOCKHEED MARTIN CORP COMSOLE | COM | 18.37K | SH | $11.1K 2.02% | 0.00 | 0.00 | 18.37K |
BANK AMERICA CORP COMSOLE | COM | 226.40K | SH | $11.0K 2.01% | 0.00 | 0.00 | 226.40K |
CHUBB LTD SWITZ COMSOLE | COM | 33.38K | SH | $10.9K 1.98% | 0.00 | 0.00 | 33.38K |
AUTOMATIC DATA PROCESSING INCSOLE | COM | 50.16K | SH | $10.2K 1.85% | 0.00 | 0.00 | 50.16K |
NORFOLK SOUTHN CORP COMSOLE | COM | 33.34K | SH | $9.6K 1.74% | 0.00 | 0.00 | 33.34K |
WELLS FARGO & CO COMSOLE | COM | 117.64K | SH | $9.4K 1.70% | 0.00 | 0.00 | 117.64K |
EMERSON ELEC CO COMSOLE | COM | 71.46K | SH | $9.4K 1.70% | 0.00 | 0.00 | 71.46K |
PROCTER & GAMBLE CO COMSOLE | COM | 62.97K | SH | $9.1K 1.65% | 0.00 | 0.00 | 62.97K |
QUALCOMM INC COMSOLE | COM | 67.30K | SH | $8.7K 1.58% | 0.00 | 0.00 | 67.30K |
TAIWAN SEMICONDUCTOR MANUFACTSOLE | INT | 25.24K | SH | $8.5K 1.55% | 0.00 | 0.00 | 25.24K |
TARGET CORP COMSOLE | COM | 64.36K | SH | $7.8K 1.42% | 0.00 | 0.00 | 64.36K |
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