We are live on ! Find out more
TCM

Tufton Capital Management Portfolio holdings

AUM $596M
1-Year Est. Return 37.37%
This Fund
S&P 500
This Quarter Est. Return
+8.5%
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
$561M
AUM Growth
+$35.1M
Cap. Flow
-$363K
Cap. Flow %
-0.06%
Top 10 Hldgs %
35.12%
Holding
121
New
3
Increased
28
Reduced
62
Closed
3

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$939K
2
LLY icon
Eli Lilly
LLY
+$734K
3
XOM icon
ExxonMobil
XOM
+$548K
4
AXP icon
American Express
AXP
+$414K
5
IBM icon
IBM
IBM
+$409K

Top Sells

Rank Stock Value
1
GLW icon
Corning
GLW
+$1.41M
2
PEP icon
PepsiCo
PEP
+$383K
3
DOW icon
Dow Inc
DOW
+$341K
4
CAVA icon
CAVA Group
CAVA
+$313K
5
MSFT icon
Microsoft
MSFT
+$238K

Sector Composition

Rank Sector Weight
1 Technology 24.29%
2 Industrials 13.19%
3 Healthcare 12.58%
4 Financials 12.48%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSX icon
76
Boston Scientific
BSX
$69.2B
$997K 0.18%
10,216
-110
-1% -$11.4K
PINS icon
77
Pinterest
PINS
$13.1B
$964K 0.17%
29,985
+50
+0.2% +$1.81K
IJR icon
78
iShares Core S&P Small-Cap ETF
IJR
$112B
$907K 0.16%
7,637
-209
-3% -$24K
TROW icon
79
T. Rowe Price
TROW
$24.5B
$832K 0.15%
8,107
-158
-2% -$16.6K
NFLX icon
80
Netflix
NFLX
$309B
$790K 0.14%
6,590
– –
VEA icon
81
Vanguard FTSE Developed Markets ETF
VEA
$234B
$770K 0.14%
12,851
-500
-4% -$29.1K
LOW icon
82
Lowe's Companies
LOW
$123B
$755K 0.13%
3,005
+200
+7% +$49.1K
WMT icon
83
Walmart Inc
WMT
$894B
$754K 0.13%
7,318
– –
IEMG icon
84
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$750K 0.13%
11,382
-35
-0.3% -$2.18K
DOW icon
85
Dow Inc
DOW
$21.4B
$735K 0.13%
32,071
-13,674
-30% -$341K
NEE icon
86
NextEra Energy
NEE
$179B
$732K 0.13%
9,700
-10
-0.1% -$731
GE icon
87
GE Aerospace
GE
$396B
$729K 0.13%
2,425
– –
IGM icon
88
iShares Expanded Tech Sector ETF
IGM
$10.6B
$702K 0.13%
5,575
-125
-2% -$14.7K
SLB icon
89
SLB Ltd
SLB
$74.1B
$701K 0.13%
20,396
-1,309
-6% -$45.5K
ARM icon
90
Arm
ARM
$293B
$661K 0.12%
4,675
+150
+3% +$21.8K
UNP icon
91
Union Pacific
UNP
$176B
$648K 0.12%
2,745
+750
+38% +$169K
MO icon
92
Altria Group
MO
$114B
$647K 0.12%
9,796
-472
-5% -$29.9K
ISRG icon
93
Intuitive Surgical
ISRG
$133B
$576K 0.1%
1,288
+285
+28% +$137K
WRB icon
94
W.R. Berkley
WRB
$26.8B
$568K 0.1%
7,425
– –
HD icon
95
Home Depot
HD
$352B
$552K 0.1%
1,364
– –
ETN icon
96
Eaton
ETN
$174B
$495K 0.09%
1,325
– –
BLK icon
97
Blackrock
BLK
$176B
$439K 0.08%
377
+95
+34% +$106K
APD icon
98
Air Products & Chemicals
APD
$65.7B
$411K 0.07%
1,510
– –
XLK icon
99
State Street Technology Select Sector SPDR ETF
XLK
$122B
$399K 0.07%
2,838
– –
CSX icon
100
CSX Corp
CSX
$94.7B
$394K 0.07%
11,108
– –
1 2 3
4
5

Similar funds

BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
TAIM
Te Ahumairangi Investment Management Wellington, New Zealand $597M AUM 16.88% 1-Year Est. Return
BCM
Bornite Capital Management New York $595M AUM 59.2% 1-Year Est. Return
ECM
Estuary Capital Management Wayzata, Minnesota $598M AUM 1.72% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $598M AUM 33.22% 1-Year Est. Return
GP
GSK plc London $599M AUM

Tufton Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Tufton Capital Management held 121 positions worth $561M, up 6.7% from $526M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 5%. Tufton Capital Management opened 3 new positions and exited 3, leaving the 121-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Industrials and Healthcare.

  • Tufton Capital Management's largest Q3 2025 buy was Ameriprise Financial: 530 shares worth $260K.
  • Tufton Capital Management added most to Apple in Q3 2025, an estimated $939K increase.
  • Tufton Capital Management's biggest Q3 2025 reduction was Corning, cutting an estimated $1.41M.
  • Tufton Capital Management fully exited CAVA Group in Q3 2025, selling an estimated $313K.
  • Tufton Capital Management's ten largest holdings make up 35% of its $561M portfolio in Q3 2025.
  • Tufton Capital Management opened 3 new positions and closed 3 in Q3 2025.
  • Tufton Capital Management's portfolio value rose 6.7% quarter-over-quarter to $561M.

Based on Tufton Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.