Tufton Capital Management
CIK 1055963
13F filing for Q2 2026・No. 3,525
- Holdings
- US$596.06M
- Quarter change
- +US$46.32M
- Entries
- 127
- Net bought (estimate)
- −US$23.59M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 7
- Cut 71
- Added 26
- Corporate actions 2
- Unchanged 22
Largest holdings
127 stocks worth US$596M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GLWCORNING INC COMCOM | Cut | 143,707 | US$36.71M | 6.16% |
| GOOGALPHABET INC CAP STK CL CCOM | Cut | 82,589 | US$29.18M | 4.90% |
| MSFTMicrosoftCOM | Added | 72,618 | US$27.09M | 4.54% |
| AAPLAppleCOM | Cut | 93,351 | US$27.01M | 4.53% |
| CATCATERPILLAR INC COMCOM | Cut | 21,801 | US$23.22M | 3.90% |
| JPMJPMORGAN CHASE & CO COMCOM | Cut | 69,812 | US$22.85M | 3.83% |
| TJXTJX COS INC NEW COMCOM | Cut | 116,836 | US$17.7M | 2.97% |
| AMZNAmazonCOM | Cut | 66,916 | US$15.95M | 2.68% |
| JNJJOHNSON & JOHNSON COMCOM | Cut | 53,500 | US$13.59M | 2.28% |
| ABBVABBVIE INC COMCOM | Cut | 53,477 | US$13.46M | 2.26% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.