TUFTON CAPITAL MANAGEMENT

PrivateCIK: 1055963

Location

HUNT VALLEY, MD

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

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.78M

% 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

SOLE

COM

Shares71.37K

TypeSH

Market value$26.4K

4.81%

Sole

0.00

Shared

0.00

None

71.37K

ALPHABET INC CAP STK CL C

SOLE

COM

Shares84.83K

TypeSH

Market value$24.3K

4.43%

Sole

0.00

Shared

0.00

None

84.83K

APPLE INC COM

SOLE

COM

Shares95.46K

TypeSH

Market value$24.2K

4.41%

Sole

0.00

Shared

0.00

None

95.46K

CORNING INC COM

SOLE

COM

Shares161.79K

TypeSH

Market value$22.0K

4.00%

Sole

0.00

Shared

0.00

None

161.79K

JPMORGAN CHASE & CO COM

SOLE

COM

Shares71.18K

TypeSH

Market value$20.9K

3.81%

Sole

0.00

Shared

0.00

None

71.18K

TJX COS INC NEW COM

SOLE

COM

Shares119.51K

TypeSH

Market value$19.1K

3.47%

Sole

0.00

Shared

0.00

None

119.51K

CATERPILLAR INC COM

SOLE

COM

Shares23.96K

TypeSH

Market value$17.0K

3.09%

Sole

0.00

Shared

0.00

None

23.96K

EXXON MOBIL CORP COM

SOLE

COM

Shares84.89K

TypeSH

Market value$14.4K

2.62%

Sole

0.00

Shared

0.00

None

84.89K

AMAZON COM INC COM

SOLE

COM

Shares68.43K

TypeSH

Market value$14.3K

2.59%

Sole

0.00

Shared

0.00

None

68.43K

CHEVRON CORPORATION COM

SOLE

COM

Shares65.68K

TypeSH

Market value$13.6K

2.47%

Sole

0.00

Shared

0.00

None

65.68K

RTX CORPORATION COM

SOLE

COM

Shares69.87K

TypeSH

Market value$13.5K

2.45%

Sole

0.00

Shared

0.00

None

69.87K

JOHNSON & JOHNSON COM

SOLE

COM

Shares54.24K

TypeSH

Market value$13.3K

2.41%

Sole

0.00

Shared

0.00

None

54.24K

MERCK & CO INC COM

SOLE

COM

Shares99.13K

TypeSH

Market value$11.9K

2.17%

Sole

0.00

Shared

0.00

None

99.13K

ABBVIE INC COM

SOLE

COM

Shares54.13K

TypeSH

Market value$11.8K

2.14%

Sole

0.00

Shared

0.00

None

54.13K

LOCKHEED MARTIN CORP COM

SOLE

COM

Shares18.37K

TypeSH

Market value$11.1K

2.02%

Sole

0.00

Shared

0.00

None

18.37K

BANK AMERICA CORP COM

SOLE

COM

Shares226.40K

TypeSH

Market value$11.0K

2.01%

Sole

0.00

Shared

0.00

None

226.40K

CHUBB LTD SWITZ COM

SOLE

COM

Shares33.38K

TypeSH

Market value$10.9K

1.98%

Sole

0.00

Shared

0.00

None

33.38K

AUTOMATIC DATA PROCESSING INC

SOLE

COM

Shares50.16K

TypeSH

Market value$10.2K

1.85%

Sole

0.00

Shared

0.00

None

50.16K

NORFOLK SOUTHN CORP COM

SOLE

COM

Shares33.34K

TypeSH

Market value$9.6K

1.74%

Sole

0.00

Shared

0.00

None

33.34K

WELLS FARGO & CO COM

SOLE

COM

Shares117.64K

TypeSH

Market value$9.4K

1.70%

Sole

0.00

Shared

0.00

None

117.64K

EMERSON ELEC CO COM

SOLE

COM

Shares71.46K

TypeSH

Market value$9.4K

1.70%

Sole

0.00

Shared

0.00

None

71.46K

PROCTER & GAMBLE CO COM

SOLE

COM

Shares62.97K

TypeSH

Market value$9.1K

1.65%

Sole

0.00

Shared

0.00

None

62.97K

QUALCOMM INC COM

SOLE

COM

Shares67.30K

TypeSH

Market value$8.7K

1.58%

Sole

0.00

Shared

0.00

None

67.30K

TAIWAN SEMICONDUCTOR MANUFACT

SOLE

INT

Shares25.24K

TypeSH

Market value$8.5K

1.55%

Sole

0.00

Shared

0.00

None

25.24K

TARGET CORP COM

SOLE

COM

Shares64.36K

TypeSH

Market value$7.8K

1.42%

Sole

0.00

Shared

0.00

None

64.36K

Issuer	Class	Shares	Type	Value / Portfolio %	None
MICROSOFT CORP COMSOLE	COM	71.37K	SH	$26.4K 4.81%	71.37K
ALPHABET INC CAP STK CL CSOLE	COM	84.83K	SH	$24.3K 4.43%	84.83K
APPLE INC COMSOLE	COM	95.46K	SH	$24.2K 4.41%	95.46K
CORNING INC COMSOLE	COM	161.79K	SH	$22.0K 4.00%	161.79K
JPMORGAN CHASE & CO COMSOLE	COM	71.18K	SH	$20.9K 3.81%	71.18K
TJX COS INC NEW COMSOLE	COM	119.51K	SH	$19.1K 3.47%	119.51K
CATERPILLAR INC COMSOLE	COM	23.96K	SH	$17.0K 3.09%	23.96K
EXXON MOBIL CORP COMSOLE	COM	84.89K	SH	$14.4K 2.62%	84.89K
AMAZON COM INC COMSOLE	COM	68.43K	SH	$14.3K 2.59%	68.43K
CHEVRON CORPORATION COMSOLE	COM	65.68K	SH	$13.6K 2.47%	65.68K
RTX CORPORATION COMSOLE	COM	69.87K	SH	$13.5K 2.45%	69.87K
JOHNSON & JOHNSON COMSOLE	COM	54.24K	SH	$13.3K 2.41%	54.24K
MERCK & CO INC COMSOLE	COM	99.13K	SH	$11.9K 2.17%	99.13K
ABBVIE INC COMSOLE	COM	54.13K	SH	$11.8K 2.14%	54.13K
LOCKHEED MARTIN CORP COMSOLE	COM	18.37K	SH	$11.1K 2.02%	18.37K
BANK AMERICA CORP COMSOLE	COM	226.40K	SH	$11.0K 2.01%	226.40K
CHUBB LTD SWITZ COMSOLE	COM	33.38K	SH	$10.9K 1.98%	33.38K
AUTOMATIC DATA PROCESSING INCSOLE	COM	50.16K	SH	$10.2K 1.85%	50.16K
NORFOLK SOUTHN CORP COMSOLE	COM	33.34K	SH	$9.6K 1.74%	33.34K
WELLS FARGO & CO COMSOLE	COM	117.64K	SH	$9.4K 1.70%	117.64K
EMERSON ELEC CO COMSOLE	COM	71.46K	SH	$9.4K 1.70%	71.46K
PROCTER & GAMBLE CO COMSOLE	COM	62.97K	SH	$9.1K 1.65%	62.97K
QUALCOMM INC COMSOLE	COM	67.30K	SH	$8.7K 1.58%	67.30K
TAIWAN SEMICONDUCTOR MANUFACTSOLE	INT	25.24K	SH	$8.5K 1.55%	25.24K
TARGET CORP COMSOLE	COM	64.36K	SH	$7.8K 1.42%	64.36K

Page 1 of 6

…