StockDriftsStockDriftsTop 50 Tufton Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC COM | 6.16% | 143.7K | $36.7M | -11.18%(-18.09K) | $19.43(+773.05%) | 2026-06-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 4.9% | 82.6K | $29.2M | -2.65%(-2.24K) | $41.34(+728.76%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 4.54% | 72.6K | $27.1M | +1.74%(+1.25K) | $41.10(+1082.53%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 4.53% | 93.4K | $27.0M | -2.21%(-2.11K) | $55.71(+448.18%) | 2026-06-30 | |
| CAT | CATERPILLAR INC COM | 3.9% | 21.8K | $23.2M | -9.00%(-2.16K) | $74.51(+1066.90%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO COM | 3.83% | 69.8K | $22.9M | -1.92%(-1.37K) | $46.21(+689.28%) | 2026-06-30 | |
| TJX | TJX COS INC NEW COM | 2.97% | 116.8K | $17.7M | -2.24%(-2.68K) | $29.43(+416.25%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 2.68% | 66.9K | $15.9M | -2.22%(-1.52K) | $152.73(+71.89%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON COM | 2.28% | 53.5K | $13.6M | -1.36%(-738) | $77.87(+234.48%) | 2026-06-30 | |
| ABBV | ABBVIE INC COM | 2.26% | 53.5K | $13.5M | -1.21%(-656) | $55.94(+345.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.10% | +60.58% | +9.40% | +56.73% |
| Top 20 Holdings Unweighted | +16.21% | +56.95% | +9.16% | +54.96% |
Tufton Capital Management reports $596.00M in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are GLW (6.2%), GOOG (4.9%) and MSFT (4.5%). The top 20 holdings account for 57.27% of reported assets. Its disclosed equity book has returned +60.58% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tufton Capital Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1055963). View Tufton Capital Management’s 13F filings on SEC