Tufton Capital Management holds a diversified book of 127 stocks worth $596.0M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened ExxonMobil Hldgs Corp Com SHS and trimmed Corning Inc. Their largest long position is Corning Inc at 6% of the equity book. Cloning the disclosed picks since 2024 would be +30% (+16.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Following at the filing date actually beat the quarter-end book by 4.9 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 the ~45-day reporting lag, 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.
93% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Tufton Capital Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 80 / 80 | $246.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $17.9B |
| Kestra Advisory Services, LLC | 79 / 80 | $7.3B |
| Merit Financial Group, LLC | 79 / 80 | $3.0B |
| IFP Advisors, Inc | 79 / 80 | $1.2B |
| HARBOR INVESTMENT ADVISORY, LLC | 79 / 80 | $516.6M |
| AdvisorNet Financial, Inc | 79 / 80 | $494.1M |
| PRIVATE TRUST CO NA | 79 / 80 | $390.4M |
Ranked by how many of Tufton Capital Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 127 | $596.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 126 | $549.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 122 | $572.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 118 | $561.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 118 | $525.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 120 | $519.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 120 | $528.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 121 | $533.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.