Tufton Capital Management Top Holdings and 13F Report (2025) About Tufton Capital ManagementInvestment ActivityTufton Capital Management has $519.15 million in total holdings as of March 31, 2025.Tufton Capital Management owns shares of 120 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 1.42% of the portfolio was purchased this quarter.About 2.06% of the portfolio was sold this quarter.This quarter, Tufton Capital Management has purchased 120 new stocks and bought additional shares in 42 stocks.Tufton Capital Management sold shares of 52 stocks and completely divested from 5 stocks this quarter.Largest Holdings Microsoft $28,518,568Apple $22,663,035JPMorgan Chase & Co. $18,801,100Automatic Data Processing $16,213,484Alphabet $16,194,437 Largest New Holdings this Quarter 674599105 - Occidental Petroleum $1,342,257 Holding09290d101 - BLACKROCK INC $266,907 Holding36828A101 - GE VERNOVA INC COM $208,936 Holding133131102 - Camden Property Trust $207,910 Holding Largest Purchases this Quarter Danaher 13,236 shares (about $2.71M)Occidental Petroleum 27,193 shares (about $1.34M)NIKE 7,164 shares (about $454.77K)SPDR Dow Jones Industrial Average ETF Trust 641 shares (about $269.14K)BLACKROCK INC 282 shares (about $266.91K) Largest Sales this Quarter RTX 12,593 shares (about $1.67M)JPMorgan Chase & Co. 3,385 shares (about $830.34K)Automatic Data Processing 1,703 shares (about $520.32K)TJX Companies 2,991 shares (about $364.30K)Target 2,524 shares (about $263.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTufton Capital Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$28,518,568$80,709 ▲0.3%75,9705.5%Computer and TechnologyAAPLApple$22,663,035$219,020 ▼-1.0%102,0264.4%Computer and TechnologyJPMJPMorgan Chase & Co.$18,801,100$830,344 ▼-4.2%76,6453.6%FinanceADPAutomatic Data Processing$16,213,484$520,325 ▼-3.1%53,0663.1%Business ServicesGOOGAlphabet$16,194,437$251,532 ▼-1.5%103,6573.1%Computer and TechnologyTJXTJX Companies$15,970,680$364,304 ▼-2.2%131,1223.1%Retail/WholesaleAMZNAmazon.com$12,619,375$102,550 ▲0.8%66,3272.4%Retail/WholesaleABBVAbbVie$12,023,270$163,218 ▼-1.3%57,3842.3%MedicalCVXChevron$11,538,432$182,850 ▼-1.6%68,9722.2%EnergyPGProcter & Gamble$10,874,871$33,062 ▼-0.3%63,8122.1%Consumer StaplesQCOMQUALCOMM$10,864,758$9,831 ▼-0.1%70,7292.1%Computer and TechnologyCBChubb$10,849,494$24,462 ▲0.2%35,9262.1%FinanceXOMExxon Mobil$10,766,402$32,230 ▲0.3%90,5272.1%EnergyBACBank of America$10,204,668$17,944 ▼-0.2%244,5402.0%FinanceRTXRTX$9,988,487$1,668,081 ▼-14.3%75,4071.9%AerospaceGLWCorning$9,975,866$109,964 ▼-1.1%217,9081.9%Computer and TechnologyJNJJohnson & Johnson$9,499,731$29,354 ▲0.3%57,2821.8%MedicalMRKMerck & Co., Inc.$9,406,623$10,143 ▲0.1%104,7971.8%MedicalABTAbbott Laboratories$9,191,705$260,661 ▼-2.8%69,2921.8%MedicalCPKChesapeake Utilities$9,150,6370.0%71,2501.8%UtilitiesWFCWells Fargo & Company$8,994,353$99,429 ▼-1.1%125,2871.7%FinanceLMTLockheed Martin$8,869,129$32,164 ▲0.4%19,8541.7%AerospaceCATCaterpillar$8,433,810$35,619 ▲0.4%25,5721.6%IndustrialsNSCNorfolk Southern$8,329,837$34,343 ▼-0.4%35,1691.6%TransportationZTSZoetis$8,267,652$31,119 ▼-0.4%50,2131.6%MedicalEMREmerson Electric$8,211,095$201,300 ▼-2.4%74,8911.6%IndustrialsMDLZMondelez International$7,681,213$4,275 ▼-0.1%113,2081.5%Consumer StaplesTGTTarget$7,475,446$263,406 ▼-3.4%71,6311.4%Retail/WholesaleIBMInternational Business Machines$7,010,222$112,146 ▲1.6%28,1921.4%Computer and TechnologyPMPhilip Morris International$6,845,548$49,206 ▲0.7%43,1271.3%Consumer StaplesCCICrown Castle$6,791,470$95,788 ▲1.4%65,1581.3%FinanceNXPINXP Semiconductors$6,486,304$32,121 ▼-0.5%34,1271.2%Computer and TechnologyUPSUnited Parcel Service$6,442,279$30,797 ▼-0.5%58,5711.2%TransportationDISWalt Disney$6,337,444$19,049 ▼-0.3%64,2091.2%Consumer DiscretionaryMDTMedtronic$6,240,926$9,885 ▼-0.2%69,4511.2%MedicalCARRCarrier Global$6,094,080$67,838 ▼-1.1%96,1211.2%Computer and TechnologyDHRDanaher$5,967,960$2,713,380 ▲83.4%29,1121.1%MedicalDLRDigital Realty Trust$5,931,585$19,058 ▲0.3%41,3951.1%FinanceDUKDuke Energy$5,465,394$70,865 ▲1.3%44,8091.1%UtilitiesNKENIKE$5,225,356$454,771 ▲9.5%82,3151.0%Consumer DiscretionaryPEPPepsiCo$5,109,005$65,975 ▼-1.3%34,0731.0%Consumer StaplesBMYBristol-Myers Squibb$4,762,160$80,141 ▼-1.7%78,0810.9%MedicalMMM3M$4,682,900$30,107 ▼-0.6%31,8860.9%Multi-Sector ConglomeratesKOCoca-Cola$4,666,178$32,731 ▼-0.7%65,1510.9%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$4,631,732$108,066 ▼-2.3%27,9020.9%Computer and TechnologyVZVerizon Communications$4,307,589$2,586 ▲0.1%94,9640.8%Computer and TechnologyIVViShares Core S&P 500 ETF$4,075,460$215,208 ▲5.6%7,2530.8%ETFLLYEli Lilly and Company$4,019,703$64,421 ▲1.6%4,8670.8%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$3,975,003$269,143 ▲7.3%9,4670.8%FinanceBRK.BBerkshire Hathaway$3,937,896$34,618 ▼-0.9%7,3940.8%FinanceGOOGLAlphabet$3,627,235$88,145 ▼-2.4%23,4560.7%Computer and TechnologyDDDuPont de Nemours$3,198,530$58,027 ▼-1.8%42,8290.6%Basic MaterialsCOFCapital One Financial$3,194,068$36,757 ▼-1.1%17,8140.6%FinanceEPDEnterprise Products Partners$3,150,657$113,482 ▲3.7%92,2860.6%EnergyMKCMcCormick & Company, Incorporated$2,749,565$17,861 ▼-0.6%33,4050.5%Consumer StaplesCSCOCisco Systems$2,522,314$74,670 ▼-2.9%40,8730.5%Computer and TechnologyCOSTCostco Wholesale$2,518,612$55,801 ▲2.3%2,6630.5%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$2,504,948$8,391 ▼-0.3%4,4780.5%FinanceCLColgate-Palmolive$2,454,751$4,404 ▲0.2%26,1970.5%Consumer StaplesELVElevance Health$1,793,7750.0%4,1240.3%MedicalDOWDOW$1,648,543$32,755 ▼-1.9%47,2090.3%Basic MaterialsCMGChipotle Mexican Grill$1,621,531$50,963 ▼-3.0%32,2950.3%Retail/WholesalePNCThe PNC Financial Services Group$1,620,423$19,159 ▲1.2%9,2190.3%FinanceOTISOtis Worldwide$1,592,995$23,839 ▼-1.5%15,4360.3%ConstructionINTCIntel$1,566,311$132,241 ▼-7.8%68,9700.3%Computer and TechnologySDYSPDR S&P Dividend ETF$1,549,194$71,910 ▼-4.4%11,4180.3%ETFMETAMeta Platforms$1,425,914$23,054 ▲1.6%2,4740.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,362,532$75,347 ▲5.9%18,0110.3%ETFOXYOccidental Petroleum$1,342,257$1,342,257 ▲New Holding27,1930.3%EnergyNVDANVIDIA$1,337,951$104,587 ▲8.5%12,3450.3%Computer and TechnologyAXPAmerican Express$1,227,406$538 ▲0.0%4,5620.2%FinanceDEDeere & Company$1,190,2710.0%2,5360.2%IndustrialsSYYSysco$1,124,174$33,843 ▼-2.9%14,9810.2%Consumer StaplesBSXBoston Scientific$1,041,686$43,076 ▼-4.0%10,3260.2%MedicalVVisa$1,030,702$2,103 ▲0.2%2,9410.2%Business ServicesIJHiShares Core S&P Mid-Cap ETF$1,029,585$17,622 ▲1.7%17,6450.2%ETFSLBSchlumberger$922,944$60,443 ▲7.0%22,0800.2%EnergyPINSPinterest$903,185$75,950 ▲9.2%29,1350.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$897,234$4,526 ▼-0.5%19,8240.2%ETFIJRiShares Core S&P Small-Cap ETF$815,436$42,142 ▲5.4%7,7980.2%ETFTROWT. Rowe Price Group$787,785$8,452 ▼-1.1%8,5750.2%FinanceLOWLowe's Companies$700,8560.0%3,0050.1%Retail/WholesaleNEENextEra Energy$688,3410.0%9,7100.1%UtilitiesMOAltria Group$682,007$99,513 ▲17.1%11,3630.1%Consumer StaplesNFLXNetflix$664,893$116,566 ▼-14.9%7130.1%Consumer DiscretionaryUNPUnion Pacific$660,290$59,060 ▼-8.2%2,7950.1%TransportationWMTWalmart$642,447$28,883 ▲4.7%7,3180.1%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$608,781$18,080 ▲3.1%11,2800.1%ETFVEAVanguard FTSE Developed Markets ETF$602,6400.0%11,8560.1%ETFWRBW. R. Berkley$528,3630.0%7,4250.1%FinanceIGMiShares Expanded Tech Sector ETF$516,8190.0%5,7000.1%ETFHDHome Depot$499,9190.0%1,3640.1%Retail/WholesaleISRGIntuitive Surgical$496,755$14,858 ▲3.1%1,0030.1%MedicalGEGE Aerospace$485,513$85,090 ▲21.3%2,4250.1%IndustrialsARM HOLDINGS PLC$472,5450.0%4,4250.1%COMAPDAir Products and Chemicals$445,3290.0%1,5100.1%Basic MaterialsMCDMcDonald's$373,473$9,376 ▼-2.4%1,1950.1%Retail/WholesaleETNEaton$360,174$4,893 ▼-1.3%1,3250.1%IndustrialsSYKStryker$356,9870.0%9590.1%MedicalHONHoneywell International$350,0220.0%1,6530.1%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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