Tufton Capital Management holds a diversified book of 127 reported positions worth $596.0M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Corning Inc. Their largest long position is Corning Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2024 would be +32% (+16.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.0 points over this window.
Growth of $10,000 cloning Tufton Capital Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
+5 sectors below the cut, 10% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Tufton Capital Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.3M |
| Swiss Re Ltd | 54 / 80 | $1.0B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| New World Advisors LLC | 41 / 80 | $535.2M |
| BlueSpruce Investments, LP | 9 / 80 | $590.5M |
| AdviceOne Advisory Services, LLC | 21 / 80 | $157.0M |
| Ardent Capital Management, Inc. | 21 / 80 | $209.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Tufton Capital Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Corning Inc Com COM | $36.7M | 143.7K | 6.2% | ▼−11% Reduced · −18K sh | |
| 2 | Alphabet Inc Cap STK CL C COM | $29.2M | 82.6K | 4.9% | ▼−2.6% Reduced · −2K sh | |
| 3 | Microsoft Corp Com COM | $27.1M | 72.6K | 4.5% | ▲+1.7% Added · +1K sh | |
| 4 | Apple Inc Com COM | $27.0M | 93.4K | 4.5% | ▼−2.2% Reduced · −2K sh | |
| 5 | Caterpillar Inc Com COM | $23.2M | 21.8K | 3.9% | ▼−9.0% Reduced · −2K sh | |
| 6 | JPMorgan Chase & Co Com COM | $22.9M | 69.8K | 3.8% | ▼−1.9% Reduced · −1K sh | |
| 7 | TJX Cos Inc New Com COM | $17.7M | 116.8K | 3.0% | ▼−2.2% Reduced · −3K sh | |
| 8 | Amazon Com Inc Com COM | $15.9M | 66.9K | 2.7% | ▼−2.2% Reduced · −2K sh | |
| 9 | Johnson & Johnson Com COM | $13.6M | 53.5K | 2.3% | ▼−1.4% Reduced · −738 sh | |
| 10 | Abbvie Inc Com COM | $13.5M | 53.5K | 2.3% | ▼−1.2% Reduced · −656 sh | |
| 11 | RTX Corporation Com COM | $13.1M | 69.2K | 2.2% | ▼−0.9% Reduced · −651 sh | |
| 12 | Bank America Corp Com COM | $12.7M | 223.3K | 2.1% | ▼−1.4% Reduced · −3K sh | |
| 13 | Merck & Co Inc Com COM | $12.6M | 98.3K | 2.1% | ▼−0.9% Reduced · −860 sh | |
| 14 | Qualcomm Inc Com COM | $11.7M | 63.3K | 2.0% | ▼−6.0% Reduced · −4K sh | |
| 15 | Taiwan Semiconductor Manufact INT | $11.3M | 23.8K | 1.9% | ▼−5.9% Reduced · −1K sh | |
| 16 | Chubb Ltd Switz Com COM | $11.2M | 33.0K | 1.9% | ▼−1.1% Reduced · −371 sh | |
| 17 | ExxonMobil Hldgs Corp Com SHS COM | $11.2M | 81.7K | 1.9% | ▲New New position | |
| 18 | Automatic Data Processing Inc COM | $11.1M | 49.6K | 1.9% | ▼−1.1% Reduced · −536 sh | |
| 19 | Norfolk Southn Corp Com COM | $10.4M | 32.9K | 1.7% | ▼−1.3% Reduced · −425 sh | |
| 20 | Chevron Corporation Com COM | $10.3M | 62.0K | 1.7% | ▼−5.7% Reduced · −4K sh | |
| 21 | Emerson Elec Co Com COM | $10.1M | 70.6K | 1.7% | ▼−1.2% Reduced · −841 sh | |
| 22 | Wells Fargo & Co Com COM | $9.6M | 116.0K | 1.6% | ▼−1.4% Reduced · −2K sh | |
| 23 | Lockheed Martin Corp Com COM | $9.3M | 18.2K | 1.6% | ▼−1.0% Reduced · −177 sh | |
| 24 | Procter & Gamble Co Com COM | $9.1M | 62.4K | 1.5% | ▼−0.9% Reduced · −585 sh | |
| 25 | NXP Semiconductors N V Com COM | $8.9M | 31.6K | 1.5% | ▼−3.8% Reduced · −1K sh | |
| 26 | Target Corp Com COM | $8.3M | 63.7K | 1.4% | ▼−1.1% Reduced · −682 sh | |
| 27 | International Business Machs C COM | $7.4M | 26.4K | 1.2% | ▲+0.6% Added · +146 sh | |
| 28 | Alphabet Inc Cap STK CL A COM | $7.3M | 20.5K | 1.2% | ▼−3.6% Reduced · −767 sh | |
| 29 | Philip Morris Intl Inc Com COM | $7.2M | 39.6K | 1.2% | ▼−0.2% Reduced · −87 sh | |
| 30 | Digital Rlty TR Inc Com COM | $7.0M | 38.7K | 1.2% | ▼−2.3% Reduced · −905 sh | |
| 31 | Eli Lilly & Co Com COM | $6.9M | 5.7K | 1.2% | ▼−1.5% Reduced · −87 sh | |
| 32 | Carrier Global Corporation Com COM | $6.5M | 88.6K | 1.1% | ▼−1.7% Reduced · −1K sh | |
| 33 | Abbott Laboratories Com COM | $6.2M | 68.3K | 1.0% | ▲+3.7% Added · +2K sh | |
| 34 | Mondelez Intl Inc CL A COM | $5.9M | 101.4K | 1.0% | ▼−1.5% Reduced · −2K sh | |
| 35 | Intel Corp Com COM | $5.8M | 41.7K | 1.0% | ▼−27% Reduced · −16K sh | |
| 36 | Ishares TR Core S&P500 ETF COM | $5.6M | 7.4K | 0.9% | ▼−0.7% Reduced · −53 sh | |
| 37 | Duke Energy Corp New Com New COM | $5.4M | 42.4K | 0.9% | ▲+0.2% Added · +105 sh | |
| 38 | Danaher Corp Del Com COM | $5.2M | 27.1K | 0.9% | ▼−2.6% Reduced · −713 sh | |
| 39 | United Parcel Svcs Inc CL B COM | $5.1M | 47.8K | 0.9% | ▼−1.0% Reduced · −466 sh | |
| 40 | 3M Co Com COM | $4.9M | 30.1K | 0.8% | ▲~0% Added · +12 sh | |
| 41 | Coca Cola Co Com COM | $4.9M | 59.8K | 0.8% | ▲+0.1% Added · +69 sh | |
| 42 | Medtronic PLC SHS COM | $4.8M | 61.7K | 0.8% | ▼−3.9% Reduced · −3K sh | |
| 43 | State STR SPDR Dow Jones Indl COM | $4.4M | 8.3K | 0.7% | ▼−1.2% Reduced · −104 sh | |
| 44 | Cisco Sys Inc Com COM | $4.2M | 35.8K | 0.7% | ▼−0.3% Reduced · −100 sh | |
| 45 | Pepsico Inc Com COM | $3.9M | 29.1K | 0.7% | ▼−1.5% Reduced · −435 sh | |
| 46 | Bristol-Myers Squibb Co Com COM | $3.7M | 64.3K | 0.6% | ▼−0.1% Reduced · −60 sh | |
| 47 | Berkshire Hathaway Inc Del CL COM | $3.7M | 7.4K | 0.6% | —Held | |
| 48 | Crown Castle Inc Com COM | $3.6M | 48.2K | 0.6% | ▼−5.4% Reduced · −3K sh | |
| 49 | Capital One Finl Corp Com COM | $3.6M | 17.8K | 0.6% | ▼−1.1% Reduced · −200 sh | |
| 50 | Disney Walt Co Com COM | $3.5M | 36.2K | 0.6% | ▼−12% Reduced · −5K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1055963/holdings"
Use Arkolith to show Tufton Capital Management's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 27d | 127 | $596.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 42d | 126 | $549.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 28d | 122 | $572.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 31d | 118 | $561.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 36d | 118 | $525.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 36d | 120 | $519.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 36d | 120 | $528.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 39d | 121 | $533.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.