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Tufton Capital Management Portfolio holdings

AUM $596M
1-Year Est. Return 37.37%
This Fund
S&P 500
This Quarter Est. Return
+6.94%
1 Year Est. Return
+37.37%
3 Year Est. Return
+86.54%
5 Year Est. Return
+98.63%
10 Year Est. Return
+299.31%
AUM
$526M
AUM Growth
+$6.79M
Cap. Flow
-$19M
Cap. Flow %
-3.61%
Top 10 Hldgs %
32.94%
Holding
121
New
1
Increased
16
Reduced
74
Closed
3

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$263K
2
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$207K
3
CAVA icon
CAVA Group
CAVA
+$81K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$80.1K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$71.6K

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.42M
2
AAPL icon
Apple
AAPL
+$1.22M
3
XOM icon
ExxonMobil
XOM
+$867K
4
MSFT icon
Microsoft
MSFT
+$849K
5
IBM icon
IBM
IBM
+$678K

Sector Composition

Rank Sector Weight
1 Technology 23.36%
2 Industrials 13.35%
3 Healthcare 12.56%
4 Financials 12.5%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
76
Visa
V
$683B
$1.03M 0.2%
2,906
-35
-1% -$12.2K
AXP icon
77
American Express
AXP
$232B
$1.02M 0.19%
3,213
-1,349
-30% -$380K
VWO icon
78
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$974K 0.19%
19,694
-130
-0.7% -$6.03K
NFLX icon
79
Netflix
NFLX
$303B
$882K 0.17%
6,590
-540
-8% -$61.1K
IJR icon
80
iShares Core S&P Small-Cap ETF
IJR
$111B
$857K 0.16%
7,846
+48
+0.6% +$4.96K
TROW icon
81
T. Rowe Price
TROW
$24.1B
$797K 0.15%
8,265
-310
-4% -$28.5K
VEA icon
82
Vanguard FTSE Developed Markets ETF
VEA
$230B
$761K 0.14%
13,351
+1,495
+13% +$80.1K
SLB icon
83
SLB Ltd
SLB
$73B
$733K 0.14%
21,705
-375
-2% -$13K
ARM icon
84
Arm
ARM
$257B
$731K 0.14%
4,525
+100
+2% +$12.4K
WMT icon
85
Walmart Inc
WMT
$880B
$715K 0.14%
7,318
– –
IEMG icon
86
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$685K 0.13%
11,417
+137
+1% +$7.64K
NEE icon
87
NextEra Energy
NEE
$180B
$674K 0.13%
9,710
– –
IGM icon
88
iShares Expanded Tech Sector ETF
IGM
$10.3B
$640K 0.12%
5,700
– –
GE icon
89
GE Aerospace
GE
$379B
$624K 0.12%
2,425
– –
LOW icon
90
Lowe's Companies
LOW
$117B
$622K 0.12%
2,805
-200
-7% -$44.6K
MO icon
91
Altria Group
MO
$114B
$602K 0.11%
10,268
-1,095
-10% -$64.3K
ISRG icon
92
Intuitive Surgical
ISRG
$134B
$545K 0.1%
1,003
– –
WRB icon
93
W.R. Berkley
WRB
$26.6B
$545K 0.1%
7,425
– –
HD icon
94
Home Depot
HD
$336B
$500K 0.1%
1,364
– –
ETN icon
95
Eaton
ETN
$169B
$473K 0.09%
1,325
– –
UNP icon
96
Union Pacific
UNP
$172B
$459K 0.09%
1,995
-800
-29% -$178K
INTU icon
97
Intuit
INTU
$88B
$432K 0.08%
549
+10
+2% +$6.77K
APD icon
98
Air Products & Chemicals
APD
$64.8B
$425K 0.08%
1,510
– –
HON icon
99
Honeywell
HON
$77.3B
$384K 0.07%
1,754
– –
CSX icon
100
CSX Corp
CSX
$92.2B
$362K 0.07%
11,108
– –
1 2 3
4
5

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BCM
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ECM
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FSG
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ESL
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SCM
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GP
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Tufton Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Tufton Capital Management held 121 positions worth $526M, up 1.3% from $519M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Tufton Capital Management withdrew a net $19M in Q2 2025, closing 3 positions and reducing 74 holdings. Its most notable exit was Ameriprise Financial, an estimated $257K position sold in full.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 22% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Tufton Capital Management opened a new position in Vanguard FTSE All-World ex-US ETF worth $219K.

  • Tufton Capital Management's largest Q2 2025 buy was Vanguard FTSE All-World ex-US ETF: 3,270 shares worth $219K.
  • Tufton Capital Management added most to Amazon in Q2 2025, an estimated $263K increase.
  • Tufton Capital Management's biggest Q2 2025 reduction was Alphabet (Google) Class C, cutting an estimated $2.42M.
  • Tufton Capital Management fully exited Ameriprise Financial in Q2 2025, selling an estimated $257K.
  • Tufton Capital Management's ten largest holdings make up 33% of its $526M portfolio in Q2 2025.
  • Tufton Capital Management opened 1 new position and closed 3 in Q2 2025.
  • Tufton Capital Management's portfolio value rose 1.3% quarter-over-quarter to $526M.

Based on Tufton Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.