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Tufton Capital Management13F | |
| Tufton Capital Management | |
| Last update 2025-05-07 | 120 Stocks (4 new) |
| Value $519.00 Mil | Turnover 1 % |
Tufton Capital Management Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 75,970 | 28,518.6 | +0.28% | 5.490 | +0.02% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
AAPL | Apple Inc | 102,026 | 22,663.0 | -0.96% | 4.370 | -0.05% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
JPM | JPMorgan Chase & Co | 76,645 | 18,801.1 | -4.23% | 3.620 | -0.15% | 0.000 | +21.80% | +25.72% | 815,415.8 | Banks | |
ADP | Automatic Data Processing Inc | 53,066 | 16,213.5 | -3.11% | 3.120 | -0.09% | 0.010 | +4.49% | +5.70% | 124,309.8 | Software | |
GOOG | Alphabet Inc | 103,657 | 16,194.4 | -1.53% | 3.120 | -0.06% | 0.000 | +19.79% | +1.69% | 2,329,696.9 | Interactive Media | |
TJX | TJX Companies Inc | 131,122 | 15,970.7 | -2.23% | 3.080 | -0.07% | 0.010 | +0.13% | +5.17% | 140,857.6 | Retail - Cyclical | |
AMZN | Amazon.com Inc | 66,327 | 12,619.4 | +0.82% | 2.430 | +0.02% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
ABBV | AbbVie Inc | 57,384 | 12,023.3 | -1.34% | 2.320 | -0.03% | 0.000 | +6.71% | +10.35% | 337,082.7 | Drug Manufacturers | |
CVX | Chevron Corp | 68,972 | 11,538.4 | -1.56% | 2.220 | -0.03% | 0.000 | +13.42% | +10.11% | 316,837.6 | Oil & Gas | |
PG | Procter & Gamble Co | 63,812 | 10,874.9 | -0.30% | 2.090 | -0.01% | 0.000 | +0.23% | -3.45% | 372,336.7 | Consumer Packaged Goods |
Tufton Capital Management's Historical Top Holdings Breakdowns
Tufton Capital Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DHR | Danaher Corp | 2025-03-31 | Add Add | +0.52% | 201.62 ($218.33) 250.59 | $202.81 | -7.11% | Add 83.37% | 29,112 | 13,236 | |
LHX | L3Harris Technologies Inc | 2025-03-31 | Sold Out Sold Out | -0.47% | 194.65 ($209.61) 222.86 | $273.22 | 30.35% | Sold Out | 0 | -11,798 | |
RTX | RTX Corp | 2025-03-31 | Reduce Reduce | -0.28% | 114.1 ($126.79) 135.66 | $155.22 | 22.42% | Reduce -14.31% | 75,407 | -12,593 | |
OXY | Occidental Petroleum Corp | 2025-03-31 | New Buy New Buy | +0.26% | 45.45 ($48.82) 52.7 | $44.63 | -8.58% | New holding | 27,193 | 27,193 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.15% | 225.19 ($254.94) 279.95 | $296.55 | 16.32% | Reduce -4.23% | 76,645 | -3,385 | |
TSLA | Tesla Inc | 2025-03-31 | Sold Out Sold Out | -0.13% | 222.15 ($333.26) 428.22 | $305.30 | -8.39% | Sold Out | 0 | -1,666 | |
ADP | Automatic Data Processing Inc | 2025-03-31 | Reduce Reduce | -0.09% | 286.85 ($301.63) 318.64 | $306.24 | 1.53% | Reduce -3.11% | 53,066 | -1,703 | |
NKE | Nike Inc | 2025-03-31 | Add Add | +0.09% | 63.29 ($73.61) 81.72 | $75.42 | 2.46% | Add 9.53% | 82,315 | 7,164 | |
STZ | Constellation Brands Inc | 2025-03-31 | Sold Out Sold Out | -0.09% | 161.05 ($181.67) 222.93 | $175.64 | -3.32% | Sold Out | 0 | -2,065 | |
TJX | TJX Companies Inc | 2025-03-31 | Reduce Reduce | -0.07% | 112.81 ($121.39) 126.16 | $126.26 | 4.01% | Reduce -2.23% | 131,122 | -2,991 |
Tufton Capital Management Total Holding History ($B)
Tufton Capital Management's Asset Allocation
Tufton Capital Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Tufton Capital Management's Hypothetical Growth since 2025-03-31
Tufton Capital Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Tufton Capital Management's Holdings Heat Map
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Tufton Capital Management's Holdings Bubble Chart
Tufton Capital Management News
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