Tufton Capital Management Portfolio Stock Holdings

Tufton Capital Management disclosed 126 stock positions valued at approximately $549,677 in its latest SEC 13F filing. The largest holdings include MICROSOFT CORP COM, ALPHABET INC CAP STK CL C, and APPLE INC COM. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.

Report Period
March 31, 2026
No. of Stocks
126
Portfolio Value
$549.7K
Holdings by Sector
Tufton Capital Management Portfolio Holdings in Q1 2026

120 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
MICROSOFT CORP COMMSFTTechnology4.81%71,373-1,237-1.70%$26,420
ALPHABET INC CAP STK CL CGOOGCommunication Services4.43%84,833+84,833+100.00%$24,335
APPLE INC COMAAPLTechnology4.41%95,460-5,128-5.10%$24,226
CORNING INC COMGLWTechnology4.00%161,795-22,024-11.98%$21,999
JPMORGAN CHASE & CO COMJPMFinancial Services3.81%71,178-1,867-2.56%$20,937
TJX COS INC NEW COMTJXConsumer Cyclical3.47%119,513-4,591-3.70%$19,086
CATERPILLAR INC COMCATIndustrials3.09%23,957-744-3.01%$16,972
EXXON MOBIL CORP COMXOMEnergy2.62%84,890+84,890+100.00%$14,402
AMAZON COM INC COMAMZNConsumer Cyclical2.59%68,432-1,046-1.51%$14,252
CHEVRON CORPORATION COMCVXEnergy2.47%65,676-1,021-1.53%$13,588
RTX CORPORATION COMRTXIndustrials2.45%69,868+69,868+100.00%$13,477
JOHNSON & JOHNSON COMJNJHealthcare2.41%54,238-777-1.41%$13,257
MERCK & CO INC COMMRKHealthcare2.17%99,132+99,132+100.00%$11,924
ABBVIE INC COMABBVHealthcare2.14%54,133+54,133+100.00%$11,773
LOCKHEED MARTIN CORP COMLMTIndustrials2.02%18,374-368-1.96%$11,105
BANK AMERICA CORP COMBACFinancial Services2.01%226,397-6,200-2.67%$11,036
CHUBB LTD SWITZ COMCBFinancial Services1.98%33,382+33,382+100.00%$10,880
AUTOMATIC DATA PROCESSING INC ADPTechnology1.85%50,155-453-0.90%$10,190
NORFOLK SOUTHN CORP COMNSCIndustrials1.74%33,344-422-1.25%$9,569
WELLS FARGO & CO COMWFCFinancial Services1.70%117,636-1,887-1.58%$9,365
EMERSON ELEC CO COMEMRIndustrials1.70%71,459-1,259-1.73%$9,362
PROCTER & GAMBLE CO COMPGConsumer Defensive1.65%62,973-830-1.30%$9,095
QUALCOMM INC COMQCOMTechnology1.58%67,297-1,015-1.49%$8,666
TAIWAN SEMICONDUCTOR MANUFACT TSMTechnology1.55%25,239-406-1.58%$8,529
TARGET CORP COMTGTConsumer Defensive1.42%64,360+64,360+100.00%$7,800
DIGITAL RLTY TR INC COMDLRReal Estate1.30%39,630-811-2.01%$7,141
ABBOTT LABORATORIES COMABTHealthcare1.23%65,869-620-0.93%$6,762
PHILIP MORRIS INTL INC COMPMConsumer Defensive1.19%39,652-897-2.21%$6,556
NXP SEMICONDUCTORS N V COMN6596X109Other1.18%32,861+32,861+100.00%$6,469
INTERNATIONAL BUSINESS MACHS CIBMTechnology1.16%26,218-215-0.81%$6,354
ALPHABET INC CAP STK CL AGOOGLCommunication Services1.11%21,263-1,386-6.12%$6,114
MONDELEZ INTL INC CL AMDLZConsumer Defensive1.08%102,907-2,626-2.49%$5,931
MEDTRONIC PLC SHSMDTOther1.01%64,213-1,153-1.76%$5,564
DUKE ENERGY CORP NEW COM NEWDUKUtilities1.01%42,285+42,285+100.00%$5,536
ELI LILLY & CO COMLLYHealthcare0.97%5,815-74-1.26%$5,348
ZOETIS INC CL AZTSHealthcare0.97%45,091+45,091+100.00%$5,330
DANAHER CORP DEL COMDHRHealthcare0.96%27,795-120-0.43%$5,269
CARRIER GLOBAL CORPORATION COMCARRIndustrials0.92%90,085+90,085+100.00%$5,072
ISHARES TR CORE S&P500 ETFIVVOther0.89%7,501+238+3.28%$4,899
UNITED PARCEL SVCS INC CL BUPSIndustrials0.86%48,279-571-1.17%$4,749
PEPSICO INC COMPEPConsumer Defensive0.83%29,549-649-2.15%$4,588
COCA COLA CO COMKOConsumer Defensive0.83%59,719-500-0.83%$4,541
CHESAPEAKE UTILS CORP COMCPKUtilities0.80%34,675-59,879-63.33%$4,381
3M CO COMMMMIndustrials0.79%30,059+30,059+100.00%$4,365
CROWN CASTLE INC COMCCIReal Estate0.75%50,937+50,937+100.00%$4,141
VERIZON COMMUNICATIONS INC COMVZCommunication Services0.75%81,721+81,721+100.00%$4,102
DISNEY WALT CO COMDISCommunication Services0.72%40,916-17,035-29.40%$3,943
STATE STR SPDR DOW JONES INDL DIAOther0.71%8,454-217-2.50%$3,915
BRISTOL-MYERS SQUIBB CO COMBMYHealthcare0.71%64,370-458-0.71%$3,904
NIKE INC CL BNKEConsumer Cyclical0.66%68,815-1,344-1.92%$3,634
BERKSHIRE HATHAWAY INC DEL CL BRK-BFinancial Services0.64%7,364+45+0.61%$3,528
CAPITAL ONE FINL CORP COMCOFFinancial Services0.60%17,977-207-1.14%$3,279
ENTERPRISE PRODS PARTNERS L P EPDEnergy0.57%82,800-246-0.30%$3,133
CISCO SYS INC COMCSCOTechnology0.51%35,897-457-1.26%$2,785
STATE STR SPDR S&P 500 ETF TR SPYOther0.50%4,252+4,252+100.00%$2,765
INTEL CORP COMINTCTechnology0.46%57,262-2,112-3.56%$2,526
COSTCO WHOLESALE CORPORATION CCOSTConsumer Defensive0.41%2,250+2,250+100.00%$2,241
COLGATE PALMOLIVE CO COMCLConsumer Defensive0.36%23,090-528-2.24%$1,968
PNC FINL SVCS GROUP INC COMPNCFinancial Services0.35%9,257--$1,926
ISHARES TR CORE MSCI EAFEIEFAOther0.32%19,495+642+3.41%$1,764
SPDR SERIES TRUST STATE STREETSDYOther0.30%11,371+11,371+100.00%$1,659
MCCORMICK & CO INC COM NON VTGMKCConsumer Defensive0.27%29,071-1,537-5.02%$1,466
DEERE & CO COMDEIndustrials0.26%2,582--$1,454
VANGUARD TAX-MANAGED FDS VAN FVEAOther0.26%21,976+4,295+24.29%$1,408
DUPONT DE NEMOURS INC COMDDBasic Materials0.25%30,174+30,174+100.00%$1,382
AMERICAN EXPRESS CO COMAXPFinancial Services0.24%4,445-3-0.07%$1,344
META PLATFORMS INC CL AMETACommunication Services0.23%2,228-96-4.13%$1,274
VANGUARD INTL EQUITY INDEX FDSVWOOther0.23%23,088+2,430+11.76%$1,247
ISHARES TR CORE S&P MCP ETFIJHOther0.22%18,252+869+5.00%$1,232
ELEVANCE HEALTH INC FORMERLY AELVHealthcare0.22%4,124--$1,207
OTIS WORLDWIDE CORP COMOTISIndustrials0.20%14,608+14,608+100.00%$1,125
SLB LIMITED COM STKSLBEnergy0.19%20,086-373-1.82%$1,032
ISHARES TR CORE S&P SCP ETFIJROther0.18%8,122+439+5.71%$1,009
SYSCO CORP COMSYYConsumer Defensive0.18%14,108-40-0.28%$1,006
CHIPOTLE MEXICAN GRILL INC COMCMGConsumer Cyclical0.17%28,510-470-1.62%$912
NEXTERA ENERGY INC COMNEEUtilities0.16%9,430-270-2.78%$875
WALMART INC COMWMTConsumer Defensive0.15%6,799-450-6.21%$844
ISHARES INC CORE MSCI EMKTIEMGOther0.15%11,944+11,944+100.00%$833
OCCIDENTAL PETE CORP COMOXYEnergy0.13%11,137-82-0.73%$723
LOWES COS INC COMLOWConsumer Cyclical0.13%2,932+27+0.93%$692
GE AEROSPACE COM NEWGEIndustrials0.13%2,425--$688
DOW HLDGS INC COMDOWBasic Materials0.12%16,157-434-2.62%$672
NETFLIX INC. COMNFLXCommunication Services0.12%6,990+6,990+100.00%$672
ISHARES TR EXPND TEC SC ETFIGMOther0.12%5,575--$660
ARM HOLDINGS PLC SPONSORED ADSARMTechnology0.11%4,049--$612
PRICE T ROWE GROUP INC COMTROWFinancial Services0.11%6,711+6,711+100.00%$604
ALTRIA GROUP INC COMMOConsumer Defensive0.11%9,138+9,138+100.00%$603
UNION PAC CORP COMUNPIndustrials0.11%2,395-300-11.13%$581
BOSTON SCIENTIFIC COBSXHealthcare0.10%9,077-100-1.09%$569
GE VERNOVA INC COMGEVUtilities0.10%623--$544
BERKLEY W R CORP COMWRBFinancial Services0.09%7,385--$489
VANGUARD INDEX FDS S&P 500 ETFVOOOther0.09%803+803+100.00%$479
EATON CORP PLC SHSETNOther0.09%1,334+1,334+100.00%$477
PINTEREST INC CL APINSCommunication Services0.08%25,296+25,296+100.00%$463
CSX CORP COMCSXIndustrials0.08%11,072+132+1.21%$454
HOME DEPOT INC COMHDConsumer Cyclical0.08%1,354-2-0.15%$445
AIR PRODUCTS AND CHEMICALS INCAPDBasic Materials0.08%1,510--$438
GOLDMAN SACHS GROUP INC COMGSFinancial Services0.07%475--$401
DIMENSIONAL ETF TRUST US CORE DFACOther0.07%10,085+10,085+100.00%$391
SELECT SECTOR SPDR TR STATE STXLKOther0.07%2,906+2,906+100.00%$386