Tufton Capital Management

data from 30/09/2025

Capitalization

$ 560.997 M 6.66 %

Average holding period

40 ans

Performance

$ 712.535 M 87 783.37 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Tufton Capital Management

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 6.79% 38.095 M $ 73550 2012/12/31 1.520 M $ 4.13 %
2025/09/30 AAPL APPLE INC COM 4.54% 25.496 M $ 100130 2013/03/31 4.747 M $ 24.11 %
2025/09/30 JPM JPMORGAN CHASE & CO. COM 4.16% 23.341 M $ 73999 2010/03/31 1.895 M $ 8.80 %
2025/09/30 GOOG ALPHABET INC. CLASS C 3.86% 21.636 M $ 88837 2015/12/31 5.891 M $ 37.30 %
2025/09/30 TJX TJX COMPANIES INC 3.24% 18.166 M $ 125684 2012/03/31 2.649 M $ 17.05 %
2025/09/30 GLW CORNING INC 2.75% 15.425 M $ 188043 2011/09/30 6.169 M $ 55.98 %
2025/09/30 ADP AUTO DATA PROCESSING 2.69% 15.102 M $ 51456 2003/06/30 -768.005 K $ -4.83 %
2025/09/30 AMZN AMAZON COM INC COM 2.65% 14.861 M $ 67683 2017/03/31 12.178 K $ 0.08 %
2025/09/30 ABBV ABBVIE INC 2.29% 12.827 M $ 55400 2013/03/31 2.536 M $ 24.74 %
2025/09/30 BAC BANK OF AMERICA CORP 2.15% 12.070 M $ 233967 2008/03/31 1.007 M $ 9.02 %
2025/09/30 RTX RTX CORP 2.15% 12.057 M $ 72060 2020/06/30 1.532 M $ 14.59 %
2025/09/30 CAT CATERPILLAR INC 2.12% 11.888 M $ 24915 2003/12/31 2.222 M $ 22.91 %
2025/09/30 QCOM QUALCOMM INC 2.03% 11.396 M $ 68506 2012/12/31 488.451 K $ 4.46 %
2025/09/30 CVX CHEVRON CORP 1.85% 10.352 M $ 66667 2003/06/30 805.133 K $ 8.45 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.83% 10.265 M $ 55363 2008/03/31 1.803 M $ 21.39 %
2025/09/30 NSC NORFOLK SOUTHERN CO 1.83% 10.246 M $ 34108 2008/03/31 1.524 M $ 17.36 %
2025/09/30 WFC WELLS FARGO & CO 1.80% 10.115 M $ 120683 2008/03/31 449.568 K $ 4.62 %
2025/09/30 XOM EXXON MOBIL CORP 1.76% 9.848 M $ 87352 2011/06/30 407.983 K $ 4.59 %
2025/09/30 CB CHUBB LTD New 1.73% 9.722 M $ 34446 2016/03/31 -257.685 K $ -2.58 %
2025/09/30 CPK CHESAPEAKE UTILS CORP COM 1.71% 9.596 M $ 71250 2008/03/31 1.031 M $ 12.04 %
2025/09/30 EMR EMERSON ELECTRIC CO 1.71% 9.572 M $ 72974 2008/03/31 -157.354 K $ -1.61 %
2025/09/30 PG PROCTER & GAMBLE 1.69% 9.497 M $ 61814 2008/03/31 -350.955 K $ -3.56 %
2025/09/30 LMT LOCKHEED MARTIN CORP 1.68% 9.444 M $ 18918 2008/03/31 685.329 K $ 7.79 %
2025/09/30 ABT ABBOTT LABORATORIES 1.59% 8.932 M $ 66691 2008/03/31 -139.124 K $ -1.52 %
2025/09/30 MRK MERCK & CO. INC. 1.51% 8.492 M $ 101182 2010/03/31 484.808 K $ 6.03 %
2025/09/30 IBM INTL BUSINESS MACHINES CORP I 1.36% 7.653 M $ 27123 2008/03/31 -322.592 K $ -4.28 %
2025/09/30 TSM TAIWAN SEMICONDUCTR F SPONSORE 1.35% 7.584 M $ 27156 2008/03/31 1.442 M $ 23.31 %
2025/09/30 NXPI NXP SEMICONDUCTORS F 1.34% 7.544 M $ 33129 2020/03/31 309.253 K $ 4.23 %
2025/09/30 ZTS ZOETIS INC CLASS A 1.26% 7.079 M $ 48381 2014/03/31 -471.475 K $ -6.18 %
2025/09/30 DIS WALT DISNEY CO 1.25% 7.016 M $ 61276 2008/03/31 -588.393 K $ -7.67 %
2025/09/30 DLR DIGITAL REALTY TRUST REIT 1.24% 6.937 M $ 40128 2019/09/30 -57.731 K $ -0.83 %
2025/09/30 MDLZ MONDELEZ INTL CLASS A 1.21% 6.805 M $ 108933 2012/12/31 -543.931 K $ -7.37 %
2025/09/30 PM PHILIP MORRIS INTL 1.19% 6.670 M $ 41128 2008/03/31 -820.976 K $ -10.94 %
2025/09/30 MDT MEDTRONIC PLC SHS 1.13% 6.364 M $ 66829 2020/09/30 545.023 K $ 9.26 %
2025/09/30 TGT TARGET CORP 1.10% 6.156 M $ 68630 2010/03/31 -621.353 K $ -9.07 %
2025/09/30 CCI CROWN CASTLE INC REIT 1.07% 6.030 M $ 62502 2018/12/31 -391.628 K $ -6.07 %
2025/09/30 NKE NIKE INC CL B 1.04% 5.822 M $ 83494 2024/12/31 -105.346 K $ -1.84 %
2025/09/30 DHR DANAHER CORP 1.02% 5.721 M $ 28857 2017/03/31 20.762 K $ 0.36 %
2025/09/30 CARR CARRIER GLOBAL CORP 0.99% 5.558 M $ 93105 2020/06/30 -1.257 M $ -18.43 %
2025/09/30 GOOGL ALPHABET INC CAP STK CL A 0.99% 5.558 M $ 22864 2015/12/31 1.531 M $ 37.95 %
2025/09/30 DUK DUKE ENERGY CORP 0.94% 5.276 M $ 42638 2012/09/30 246.749 K $ 4.87 %
2025/09/30 IVV ISHARES CORE S&P 500 ETF 0.86% 4.845 M $ 7240 2017/09/30 356.901 K $ 7.80 %
2025/09/30 MMM 3M CO 0.85% 4.755 M $ 30645 2013/06/30 85.471 K $ 1.93 %
2025/09/30 UPS UNITED PARCEL SRVC CLASS B 0.83% 4.635 M $ 55497 2009/09/30 -979.991 K $ -17.25 %
2025/09/30 LLY ELI LILLY AND CO 0.78% 4.373 M $ 5732 2023/06/30 -78.451 K $ -2.12 %
2025/09/30 PEP PEPSICO INC 0.76% 4.262 M $ 30348 2008/03/31 277.435 K $ 6.36 %
2025/09/30 KO COCA COLA COMPANY 0.72% 4.055 M $ 61148 2003/12/31 -277.765 K $ -6.26 %
2025/09/30 DIA SPDR DOW JONES INDL AVERAGE ET 0.72% 4.047 M $ 8727 2010/03/31 208.063 K $ 5.24 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.68% 3.834 M $ 87235 2010/03/31 60.005 K $ 1.57 %
2025/09/30 BRK-B BERKSHIRE HATHAWAYINC DEL CL 0.66% 3.729 M $ 7419 2011/06/30 125.476 K $ 3.49 %
2025/09/30 COF CAPITAL ONE FINL CORP COM 0.66% 3.711 M $ 17457 2011/06/30 -3.146 K $ -0.08 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB 0.58% 3.234 M $ 71725 2011/06/30 -87.472 K $ -2.57 %
2025/09/30 DD DUPONT DE NEMOURS INC IA 0.55% 3.069 M $ 39405 2019/06/30 385.676 K $ 13.58 %
2025/09/30 SPY SPDR S&P 500 ETF TR TR UNIT 0.54% 3.008 M $ 4516 2010/03/31 217.533 K $ 7.82 %
2025/09/30 EPD ENTERPRISE PRODS PART LP 0.49% 2.743 M $ 87737 2012/12/31 22.956 K $ 0.84 %
2025/09/30 CSCO CISCO SYSTEMS INC 0.46% 2.584 M $ 37778 2009/06/30 -36.475 K $ -1.38 %
2025/09/30 COST COSTCO WHOLESALE CO 0.44% 2.468 M $ 2667 2017/03/31 -170.935 K $ -6.50 %
2025/09/30 NVDA NVIDIA CORP COM 0.41% 2.293 M $ 12290 2023/06/30 353.515 K $ 18.10 %
2025/09/30 MKC MC CORMICK & CO INC 0.40% 2.229 M $ 33314 2014/09/30 -296.970 K $ -11.75 %
2025/09/30 INTC INTEL CORP 0.37% 2.077 M $ 61925 2008/03/31 735.621 K $ 49.81 %
2025/09/30 CL COLGATE-PALMOLIVE CO 0.35% 1.963 M $ 24558 2004/12/31 -273.419 K $ -12.06 %
2025/09/30 PNC PNC FINCL SERVICES GROUP 0.32% 1.812 M $ 9019 2008/03/31 130.865 K $ 7.79 %
2025/09/30 META META PLATFORMS INC CL A 0.32% 1.808 M $ 2462 2021/12/31 -9.189 K $ -0.50 %
2025/09/30 SDY SPDR S&P DIVIDEND ETF 0.31% 1.721 M $ 12295 2013/09/30 48.310 K $ 3.18 %
2025/09/30 IEFA ISHARES TR CORE MSCI EAFE ETF 0.29% 1.631 M $ 18687 2017/09/30 70.046 K $ 4.59 %
2025/09/30 AXP AMERICAN EXPRESS CO COM 0.27% 1.499 M $ 4513 2017/03/31 42.347 K $ 4.14 %
2025/09/30 OTIS OTIS WORLDWIDE CORP 0.25% 1.381 M $ 15111 2020/06/30 -115.830 K $ -7.67 %
2025/09/30 ELV ELEVANCE HEALTH INC COM 0.24% 1.332 M $ 4124 2014/12/31 -271.524 K $ -16.93 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL 0.22% 1.251 M $ 31930 2016/06/30 -541.278 K $ -30.21 %
2025/09/30 SYY SYSCO CORP COM 0.21% 1.199 M $ 14568 2009/09/30 98.043 K $ 8.71 %
2025/09/30 DE DEERE CO 0.21% 1.159 M $ 2536 2010/03/31 -129.919 K $ -10.08 %
2025/09/30 IJH ISHARES CORE S&P MID-CAP ETF 0.20% 1.139 M $ 17458 2017/09/30 57.555 K $ 5.23 %
2025/09/30 OXY OCCIDENTAL PETE CORP CAL 0.20% 1.138 M $ 24095 2025/03/31 135.967 K $ 12.47 %
2025/09/30 VWO VANGUARD FTSE EMERGING MARKET 0.19% 1.067 M $ 19694 2009/06/30 92.955 K $ 9.54 %
2025/09/30 V VISA INC CLASS A 0.18% 1.009 M $ 2956 2020/09/30 -39.725 K $ -3.85 %
2025/09/30 BSX BOSTON SCIENTIFIC CO 0.18% 997.000 K $ 10216 2021/03/31 -100.988 K $ -9.11 %
2025/09/30 PINS PINTEREST INC CLASS A 0.17% 964.000 K $ 29985 2020/06/30 -110.460 K $ -10.29 %
2025/09/30 IJR ISHARES CORE S&P SMALL-CAP ETF 0.16% 907.000 K $ 7637 2017/09/30 74.850 K $ 8.73 %
2025/09/30 TROW PRICE T ROWE GROUP INC COM 0.15% 832.000 K $ 8107 2010/03/31 50.747 K $ 6.37 %
2025/09/30 NFLX NETFLIX INC COM 0.14% 790.000 K $ 659 2022/12/31 -92.398 K $ -10.48 %
2025/09/30 VEA VANGUARD FTSE DEVELOPED MARKET 0.14% 770.000 K $ 12851 2008/03/31 38.851 K $ 5.11 %
2025/09/30 LOW LOWES COS INC COM 0.13% 755.000 K $ 3005 2017/03/31 82.579 K $ 13.28 %
2025/09/30 WMT WALMART INC COM 0.13% 754.000 K $ 7318 2017/03/31 38.639 K $ 5.40 %
2025/09/30 IEMG ISHARES INC CORE MSCI EMERGI 0.13% 750.000 K $ 11382 2017/09/30 67.246 K $ 9.82 %
2025/09/30 DOW DOW INC REG SHS 0.13% 735.000 K $ 32071 2019/06/30 -162.394 K $ -13.41 %
2025/09/30 NEE NEXTERA ENERGY INC COM 0.13% 732.000 K $ 9700 2016/09/30 58.939 K $ 8.74 %
2025/09/30 GE GE AEROSPACE COM NEW 0.13% 729.000 K $ 2425 2022/12/31 105.317 K $ 16.88 %
2025/09/30 IGM ISHARES TR NORTH AMERN TECH ET 0.13% 702.000 K $ 5575 2017/03/31 77.577 K $ 12.12 %
2025/09/30 SLB SCHLUMBERGER LTD 0.13% 701.000 K $ 20396 2016/09/30 12.371 K $ 1.69 %
2025/09/30 ARM ARM HOLDINGS PLC 0.12% 661.000 K $ 4675 2024/06/30 -91.631 K $ -12.54 %
2025/09/30 UNP UNION PAC CORP COM 0.12% 648.000 K $ 2745 2019/03/31 12.548 K $ 2.73 %
2025/09/30 MO ALTRIA GROUP INC 0.12% 647.000 K $ 9796 2008/03/31 76.291 K $ 12.67 %
2025/09/30 ISRG INTUITIVE SURGICAL INC NEW 0.10% 576.000 K $ 1288 2022/12/31 -96.468 K $ -17.70 %
2025/09/30 WRB W R BERKLEY CORP 0.10% 568.000 K $ 7425 2023/03/31 23.388 K $ 4.29 %
2025/09/30 HD HOME DEPOT INC 0.10% 552.000 K $ 1364 2017/03/31 52.582 K $ 10.52 %
2025/09/30 ETN EATON CORP PLC 0.09% 495.000 K $ 1325 2023/03/31 22.869 K $ 4.84 %
2025/09/30 BLK BLACKROCK INC 0.08% 439.000 K $ 377 2025/03/31 32.886 K $ 11.15 %
2025/09/30 APD AIR PRODS & CHEMS INC COM 0.07% 411.000 K $ 1510 2017/03/31 -14.103 K $ -3.32 %
2025/09/30 XLK SELECT SECTOR SPDR SPDR TR TE 0.07% 399.000 K $ 1419 2023/06/30 40.625 K $ 11.32 %
2025/09/30 CSX CSX CORP COM 0.07% 394.000 K $ 11108 2016/12/31 31.991 K $ 8.84 %