Tufton Capital Management Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$572.1B
Holdings
122
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (122 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 72,610 | $35.1B | 6.14% | |
| 2 | —ALPHABET INC. CLASS C | 88,091 | $27.6B | 4.83% | |
| 3 | AAPLAPPLE INC COM | 100,588 | $27.3B | 4.78% | |
| 4 | JPMJPMORGAN CHASE & CO. COM | 73,045 | $23.5B | 4.11% | |
| 5 | TJXTJX COMPANIES INC | 124,104 | $19.1B | 3.33% | |
| 6 | GLWCORNING INC | 183,819 | $16.1B | 2.81% | |
| 7 | AMZNAMAZON COM INC COM | 69,478 | $16.0B | 2.80% | |
| 8 | CATCATERPILLAR INC | 24,701 | $14.2B | 2.47% | |
| 9 | RTXRTX CORP | 71,463 | $13.1B | 2.29% | |
| 10 | ADPAUTO DATA PROCESSING | 50,608 | $13.0B | 2.28% | |
| 11 | BACBANK OF AMERICA CORP | 232,597 | $12.8B | 2.24% | |
| 12 | ABBVABBVIE INC | 55,092 | $12.6B | 2.20% | |
| 13 | CPKCHESAPEAKE UTILS CORP COM | 94,554 | $11.8B | 2.06% | |
| 14 | QCOMQUALCOMM INC | 68,312 | $11.7B | 2.04% | |
| 15 | JNJJOHNSON & JOHNSON | 55,015 | $11.4B | 1.99% | |
| 16 | WFCWELLS FARGO & CO | 119,523 | $11.1B | 1.95% | |
| 17 | CBCHUBB LTD COM | 34,142 | $10.7B | 1.86% | |
| 18 | MRKMERCK & CO. INC. | 100,265 | $10.6B | 1.84% | |
| 19 | XOMEXXON MOBIL CORP | 86,132 | $10.4B | 1.81% | |
| 20 | CVXCHEVRON CORP | 66,697 | $10.2B | 1.78% | |
| 21 | NSCNORFOLK SOUTHERN CO | 33,766 | $9.7B | 1.70% | |
| 22 | EMREMERSON ELECTRIC CO | 72,718 | $9.7B | 1.69% | |
| 23 | PGPROCTER & GAMBLE | 63,803 | $9.1B | 1.60% | |
| 24 | LMTLOCKHEED MARTIN CORP | 18,742 | $9.1B | 1.58% | |
| 25 | ABTABBOTT LABORATORIES | 66,489 | $8.3B | 1.46% | |
| 26 | IBMINTL BUSINESS MACHINES CORP I | 26,433 | $7.8B | 1.37% | |
| 27 | TSMTAIWAN SEMICONDUCTR F SPONSORE | 25,645 | $7.8B | 1.36% | |
| 28 | NXPINXP SEMICONDUCTORS F | 33,494 | $7.3B | 1.27% | |
| 29 | GOOGLALPHABET INC CAP STK CL A | 22,649 | $7.1B | 1.24% | |
| 30 | DISWALT DISNEY CO | 57,951 | $6.6B | 1.15% | |
| 31 | 4I1PHILIP MORRIS INTL | 40,549 | $6.5B | 1.14% | |
| 32 | TGTTARGET CORP | 65,801 | $6.4B | 1.12% | |
| 33 | DHRDANAHER CORP | 27,915 | $6.4B | 1.12% | |
| 34 | LLYELI LILLY AND CO | 5,889 | $6.3B | 1.11% | |
| 35 | MDTMEDTRONIC PLC SHS | 65,366 | $6.3B | 1.10% | |
| 36 | FQIDIGITAL REALTY TRUST REIT | 40,441 | $6.3B | 1.09% | |
| 37 | ZTSZOETIS INC CLASS A | 46,002 | $5.8B | 1.01% | |
| 38 | MDLZMONDELEZ INTL CLASS A | 105,533 | $5.7B | 0.99% | |
| 39 | DUKDUKE ENERGY CORP | 42,642 | $5.0B | 0.87% | |
| 40 | IVVISHARES CORE S&P 500 ETF | 7,263 | $5.0B | 0.87% | |
| 41 | MMM3M CO | 30,401 | $4.9B | 0.85% | |
| 42 | UPSUNITED PARCEL SRVC CLASS B | 48,850 | $4.8B | 0.85% | |
| 43 | CARRCARRIER GLOBAL CORP | 91,500 | $4.8B | 0.84% | |
| 44 | CCICROWN CASTLE INC REIT | 53,925 | $4.8B | 0.84% | |
| 45 | NKENIKE INC CL B | 70,159 | $4.5B | 0.78% | |
| 46 | COFCAPITAL ONE FINL CORP COM | 18,184 | $4.4B | 0.77% | |
| 47 | PEPPEPSICO INC | 30,198 | $4.3B | 0.76% | |
| 48 | KOCOCA COLA COMPANY | 60,219 | $4.2B | 0.74% | |
| 49 | DONSPDR DOW JONES INDL AVERAGE ET | 8,671 | $4.2B | 0.73% | |
| 50 | BRK/BBERKSHIRE HATHAWAY INC DEL CL | 7,319 | $3.7B | 0.64% | |
| 51 | BMYBRISTOL-MYERS SQUIBB | 64,828 | $3.5B | 0.61% | |
| 52 | VZVERIZON COMMUNICATIONS INC | 83,773 | $3.4B | 0.60% | |
| 53 | SPYSPDR S&P 500 ETF TR TR UNIT | 4,312 | $2.9B | 0.51% | |
| 54 | —CISCO SYSTEMS INC | 36,354 | $2.8B | 0.49% | |
| 55 | EPDENTERPRISE PRODS PART LP | 83,046 | $2.7B | 0.47% | |
| 56 | INTCINTEL CORP | 59,374 | $2.2B | 0.38% | |
| 57 | COSTCOSTCO WHOLESALE CO | 2,505 | $2.2B | 0.38% | |
| 58 | MCXMC CORMICK & CO INC | 30,608 | $2.1B | 0.36% | |
| 59 | PNCPNC FINCL SERVICES GROUP | 9,257 | $1.9B | 0.34% | |
| 60 | CLCOLGATE-PALMOLIVE CO | 23,618 | $1.9B | 0.33% | |
| 61 | AQLTISHARES TR CORE MSCI EAFE ETF | 18,853 | $1.7B | 0.29% | |
| 62 | AXPAMERICAN EXPRESS CO COM | 4,448 | $1.6B | 0.29% | |
| 63 | —SPDR S&P DIVIDEND ETF | 11,365 | $1.6B | 0.28% | |
| 64 | METAMETA PLATFORMS INC CL A | 2,324 | $1.5B | 0.27% | |
| 65 | NVDANVIDIA CORP COM | 7,780 | $1.4B | 0.25% | |
| 66 | ELVELEVANCE HEALTH INC COM | 4,124 | $1.4B | 0.25% | |
| 67 | QQNITY ELECTRONICS INC COM | 17,412 | $1.4B | 0.25% | |
| 68 | OTISOTIS WORLDWIDE CORP | 15,533 | $1.4B | 0.24% | |
| 69 | DDDUPONT DE NEMOURS INC IA | 31,694 | $1.3B | 0.22% | |
| 70 | DEDEERE CO | 2,582 | $1.2B | 0.21% | |
| 71 | IJHISHARES CORE S&P MID-CAP ETF | 17,383 | $1.1B | 0.20% | |
| 72 | VWOVANGUARD INTL EQUITY INDEX FDS | 20,658 | $1.1B | 0.19% | |
| 73 | VEAVANGUARD FTSE DEVELOPED MARKET | 17,681 | $1.1B | 0.19% | |
| 74 | CMGCHIPOTLE MEXICAN GRILL | 28,980 | $1.1B | 0.19% | |
| 75 | SYYSYSCO CORP COM | 14,148 | $1.0B | 0.18% | |
| 76 | VVISA INC CLASS A | 2,930 | $1.0B | 0.18% | |
| 77 | IJRISHARES CORE S&P SMALL-CAP ETF | 7,683 | $923.0M | 0.16% | |
| 78 | BSXBOSTON SCIENTIFIC CO | 9,177 | $875.0M | 0.15% | |
| 79 | WMTWALMART INC COM | 7,249 | $807.0M | 0.14% | |
| 80 | SLBSCHLUMBERGER LTD | 20,459 | $785.0M | 0.14% | |
| 81 | NEENEXTERA ENERGY INC COM | 9,700 | $778.0M | 0.14% | |
| 82 | IEMGISHARES INC CORE MSCI EMERGI | 11,274 | $757.0M | 0.13% | |
| 83 | GEGE AEROSPACE COM NEW | 2,425 | $747.0M | 0.13% | |
| 84 | IGMISHARES TR NORTH AMERN TECH ET | 5,575 | $720.0M | 0.13% | |
| 85 | LOWLOWES COS INC COM | 2,905 | $700.0M | 0.12% | |
| 86 | NFLXNETFLIX INC COM | 7,410 | $694.0M | 0.12% | |
| 87 | TROWPRICE T ROWE GROUP INC COM | 6,711 | $687.0M | 0.12% | |
| 88 | ISRGINTUITIVE SURGICAL INC NEW | 1,121 | $634.0M | 0.11% | |
| 89 | UNPUNION PAC CORP COM | 2,695 | $623.0M | 0.11% | |
| 90 | PINSPINTEREST INC CLASS A | 22,370 | $579.0M | 0.10% | |
| 91 | MOALTRIA GROUP INC | 9,380 | $540.0M | 0.09% | |
| 92 | WRBW R BERKLEY CORP | 7,385 | $517.0M | 0.09% | |
| 93 | HDHOME DEPOT INC | 1,356 | $466.0M | 0.08% | |
| 94 | OXYOCCIDENTAL PETE CORP CAL | 11,219 | $461.0M | 0.08% | |
| 95 | ARMARM HOLDINGS PLC | 4,049 | $442.0M | 0.08% | |
| 96 | ETNEATON CORP PLC | 1,325 | $422.0M | 0.07% | |
| 97 | XLFISELECT SECTOR SPDR TR STATE ST | 2,906 | $418.0M | 0.07% | |
| 98 | GSGOLDMAN SACHS GROUP INC COM | 475 | $417.0M | 0.07% | |
| 99 | GEVGE VERNOVA INC COM | 623 | $407.0M | 0.07% | |
| 100 | CSXCSX CORP COM | 10,940 | $396.0M | 0.07% |
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