Tufton Capital Management Q2 2026 Portfolio Changes: Strategic Shifts and New ETF Holdings

As part of its ongoing investment strategy, Tufton Capital Management made several adjustments to its portfolio during Q2 2026. The firm's holdings reflect a mix of stock purchases and sales across various sectors.

The most significant change this quarter was the introduction of new positions in exchange-traded funds (ETFs). Notably, DIMENSIONAL ETF TRUST INTL COR (DFIC) and Vanguard's VANGUARD TAX-MANAGED FDS VAN F (VEA), both linked to the investor's portfolio change data, were added with substantial increases in shares. The DIMENSIONAL ETF TRUST INTL COR position saw a 100% increase from Q1, while Vanguard's VANGUARD TAX-MANAGED FDS VAN F (VEA) increased by approximately 22%. These additions suggest a continued interest in diversified fixed income strategies.

In addition to ETFs, the firm also purchased shares of QUALCOMM INC COM (QCOM), increasing its stake by about 1.96% during the quarter. This indicates a selective approach towards specific high-growth sectors.

Tufton Capital Management also divested several holdings, including shares of NIKE INC CL B (NKE) and CHESAPEAKE UTILS CORP COM (CPK). The sale of Nike shares was particularly notable, representing a 39.75% reduction in the position over just one quarter.

The firm sold its entire stake in Chesapeake Utilities, which experienced an almost 27% decrease from Q1 levels. Other significant reductions included CORNING INC COM (GLW), down by about 11%, and TJX COS INC NEW COM, which saw a reduction of approximately 2.24%.

The portfolio changes also included minor adjustments like the sale of shares in Intel (INTC) (-0.98%) and MCCORMICK & CO INC COM (-0.22%), alongside small purchases such as those linked to VANGUARD INTL EQUITY INDEX FDS (VWO) (+0.28%) and QUALCOMM, Inc. (+1.96%).

Overall, Tufton Capital Management's Q2 2026 activity involved strategic additions of ETFs and specific stocks alongside the reduction or elimination of several other positions.