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TCM

Tufton Capital Management Portfolio holdings

AUM $596M
1-Year Est. Return 37.37%
This Fund
S&P 500
This Quarter Est. Return
+4.43%
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
$572M
AUM Growth
+$11.1M
Cap. Flow
-$7.57M
Cap. Flow %
-1.32%
Top 10 Hldgs %
35.85%
Holding
124
New
6
Increased
24
Reduced
81
Closed
2

Top Buys

Rank Stock Value
1
CPK icon
Chesapeake Utilities
CPK
+$3.07M
2
Q
Qnity Electronics Inc
Q
+$1.48M
3
AMZN icon
Amazon
AMZN
+$411K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$296K
5
PG icon
Procter & Gamble
PG
+$293K

Top Sells

Rank Stock Value
1
DD icon
DuPont de Nemours
DD
+$2.34M
2
NKE icon
Nike
NKE
+$869K
3
NVDA icon
NVIDIA
NVDA
+$839K
4
CCI icon
Crown Castle
CCI
+$789K
5
UPS icon
United Parcel Service
UPS
+$622K

Sector Composition

Rank Sector Weight
1 Technology 23.64%
2 Industrials 13.33%
3 Healthcare 13.01%
4 Financials 12.85%
5 Communication Services 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
76
Visa
V
$688B
$1.03M 0.18%
2,930
-26
-0.9% -$8.86K
IJR icon
77
iShares Core S&P Small-Cap ETF
IJR
$112B
$923K 0.16%
7,683
+46
+0.6% +$5.5K
BSX icon
78
Boston Scientific
BSX
$69.2B
$875K 0.15%
9,177
-1,039
-10% -$102K
WMT icon
79
Walmart Inc
WMT
$894B
$807K 0.14%
7,249
-69
-0.9% -$7.41K
SLB icon
80
SLB Ltd
SLB
$74.1B
$785K 0.14%
20,459
+63
+0.3% +$2.28K
NEE icon
81
NextEra Energy
NEE
$179B
$778K 0.14%
9,700
– –
IEMG icon
82
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$757K 0.13%
11,274
-108
-0.9% -$7.25K
GE icon
83
GE Aerospace
GE
$396B
$747K 0.13%
2,425
– –
IGM icon
84
iShares Expanded Tech Sector ETF
IGM
$10.6B
$720K 0.13%
5,575
– –
LOW icon
85
Lowe's Companies
LOW
$123B
$700K 0.12%
2,905
-100
-3% -$24K
NFLX icon
86
Netflix
NFLX
$309B
$694K 0.12%
7,410
+820
+12% +$88.4K
TROW icon
87
T. Rowe Price
TROW
$24.5B
$687K 0.12%
6,711
-1,396
-17% -$144K
ISRG icon
88
Intuitive Surgical
ISRG
$133B
$634K 0.11%
1,121
-167
-13% -$88.9K
UNP icon
89
Union Pacific
UNP
$176B
$623K 0.11%
2,695
-50
-2% -$11.4K
PINS icon
90
Pinterest
PINS
$13.1B
$579K 0.1%
22,370
-7,615
-25% -$219K
MO icon
91
Altria Group
MO
$114B
$540K 0.09%
9,380
-416
-4% -$25.1K
WRB icon
92
W.R. Berkley
WRB
$26.8B
$517K 0.09%
7,385
-40
-0.5% -$2.95K
HD icon
93
Home Depot
HD
$352B
$466K 0.08%
1,356
-8
-0.6% -$2.93K
OXY icon
94
Occidental Petroleum
OXY
$53.5B
$461K 0.08%
11,219
-12,876
-53% -$537K
ARM icon
95
Arm
ARM
$293B
$442K 0.08%
4,049
-626
-13% -$91K
ETN icon
96
Eaton
ETN
$174B
$422K 0.07%
1,325
– –
XLK icon
97
State Street Technology Select Sector SPDR ETF
XLK
$122B
$418K 0.07%
2,906
+68
+2% +$9.82K
GS icon
98
Goldman Sachs
GS
$313B
$417K 0.07%
475
– –
GEV icon
99
GE Vernova
GEV
$271B
$407K 0.07%
623
– –
CSX icon
100
CSX Corp
CSX
$94.7B
$396K 0.07%
10,940
-168
-2% -$6.01K
1 2 3
4
5

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Tufton Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Tufton Capital Management held 124 positions worth $572M, up 2% from $561M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Tufton Capital Management's Q4 2025 filing shows 6 new, 24 increased, 81 reduced and 2 closed positions. Its largest new stake was Qnity Electronics Inc: 17,412 shares worth $1.42M. The largest sale was DuPont de Nemours, an estimated $2.34M.

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

  • Tufton Capital Management's largest Q4 2025 buy was Qnity Electronics Inc: 17,412 shares worth $1.42M.
  • Tufton Capital Management added most to Chesapeake Utilities in Q4 2025, an estimated $3.07M increase.
  • Tufton Capital Management's biggest Q4 2025 reduction was DuPont de Nemours, cutting an estimated $2.34M.
  • Tufton Capital Management fully exited Fidelity MSCI Real Estate Index ETF in Q4 2025, selling an estimated $245K.
  • Tufton Capital Management's ten largest holdings make up 36% of its $572M portfolio in Q4 2025.
  • Tufton Capital Management opened 6 new positions and closed 2 in Q4 2025.
  • Tufton Capital Management's portfolio value rose 2% quarter-over-quarter to $572M.

Based on Tufton Capital Management's 13F filing for Q4 2025, filed 28 Jan 2026.