☆Tufton Capital Management
Quality Q
0.400
AUM ($M)
596
Positions
127
Turnover
0.09
Top-10 wt
38%
Herfindahl
0.023
History (qtrs)
6
Excess Return
-4.2%
AI Eval Run AI Eval
Holdings · 134 positions · portfolio value $596M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆GLW funds › | CORNING INC COM | TRIM | — | 6.2% | +2.2% | 36.7 | 143,707 | -18,088 | 5 | — |
| ☆GOOG funds › | ALPHABET INC CAP STK CL C | TRIM | — | 4.9% | +0.5% | 29.2 | 82,589 | -2,244 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP COM | ADD | — | 4.5% | -0.3% | 27.1 | 72,618 | +1,245 | 5 | — |
| ☆AAPL funds › | APPLE INC COM | TRIM | — | 4.5% | +0.1% | 27.0 | 93,351 | -2,109 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC COM | TRIM | — | 3.9% | +0.8% | 23.2 | 21,801 | -2,156 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO COM | TRIM | — | 3.8% | +0.0% | 22.9 | 69,812 | -1,366 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW COM | TRIM | — | 3.0% | -0.5% | 17.7 | 116,836 | -2,677 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC COM | TRIM | — | 2.7% | +0.1% | 15.9 | 66,916 | -1,516 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON COM | TRIM | — | 2.3% | -0.1% | 13.6 | 53,500 | -738 | 5 | — |
| ☆ABBV funds › | ABBVIE INC COM | TRIM | — | 2.3% | +0.1% | 13.5 | 53,477 | -656 | 5 | — |
| ☆RTX funds › | RTX CORPORATION COM | TRIM | — | 2.2% | -0.2% | 13.1 | 69,217 | -651 | 5 | — |
| ☆BAC funds › | BANK AMERICA CORP COM | TRIM | — | 2.1% | +0.1% | 12.7 | 223,305 | -3,092 | 5 | — |
| ☆MRK funds › | MERCK & CO INC COM | TRIM | — | 2.1% | -0.1% | 12.6 | 98,272 | -860 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC COM | TRIM | — | 2.0% | +0.4% | 11.7 | 63,264 | -4,033 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFACT | TRIM | — | 1.9% | +0.4% | 11.3 | 23,757 | -1,482 | 5 | — |
| ☆CB funds › | CHUBB LTD SWITZ COM | TRIM | — | 1.9% | -0.1% | 11.2 | 33,011 | -371 | 5 | — |
| ☆XOM funds › | EXXONMOBIL HLDGS CORP COM SHS | NEW | — | 1.9% | +1.9% | 11.2 | 81,728 | +81,728 | 1 | -25.3% |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING INC | TRIM | — | 1.9% | +0.0% | 11.1 | 49,619 | -536 | 5 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP COM | TRIM | — | 1.7% | -0.0% | 10.4 | 32,919 | -425 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION COM | TRIM | — | 1.7% | -0.7% | 10.3 | 61,965 | -3,711 | 5 | — |
| ☆EMR funds › | EMERSON ELEC CO COM | TRIM | — | 1.7% | -0.0% | 10.1 | 70,618 | -841 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO COM | TRIM | — | 1.6% | -0.1% | 9.6 | 115,976 | -1,660 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP COM | TRIM | — | 1.6% | -0.5% | 9.3 | 18,197 | -177 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO COM | TRIM | — | 1.5% | -0.1% | 9.1 | 62,388 | -585 | 5 | — |
| ☆NXPI funds › | NXP SEMICONDUCTORS N V COM | TRIM | — | 1.5% | +0.3% | 8.9 | 31,625 | -1,236 | 5 | — |
| ☆TGT funds › | TARGET CORP COM | TRIM | — | 1.4% | -0.0% | 8.3 | 63,678 | -682 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS C | ADD | — | 1.2% | +0.1% | 7.4 | 26,364 | +146 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC CAP STK CL A | TRIM | — | 1.2% | +0.1% | 7.3 | 20,496 | -767 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC COM | TRIM | — | 1.2% | +0.0% | 7.2 | 39,565 | -87 | 5 | — |
| ☆DLR funds › | DIGITAL RLTY TR INC COM | TRIM | — | 1.2% | -0.1% | 7.0 | 38,725 | -905 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO COM | TRIM | — | 1.2% | +0.2% | 6.9 | 5,728 | -87 | 5 | — |
| ☆CARR funds › | CARRIER GLOBAL CORPORATION COM | TRIM | — | 1.1% | +0.2% | 6.5 | 88,589 | -1,496 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES COM | ADD | — | 1.0% | -0.2% | 6.2 | 68,318 | +2,449 | 5 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC CL A | TRIM | — | 1.0% | -0.1% | 5.9 | 101,380 | -1,527 | 5 | — |
| ☆INTC funds › | INTEL CORP COM | TRIM | — | 1.0% | +0.5% | 5.8 | 41,740 | -15,522 | 5 | — |
| ☆IVV funds › | ISHARES TR CORE S&P500 ETF | TRIM | — | 0.9% | +0.0% | 5.6 | 7,448 | -53 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW COM NEW | ADD | — | 0.9% | -0.1% | 5.4 | 42,390 | +105 | 5 | — |
| ☆DHR funds › | DANAHER CORP DEL COM | TRIM | — | 0.9% | -0.1% | 5.2 | 27,082 | -713 | 5 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC CL B | TRIM | — | 0.9% | -0.0% | 5.1 | 47,813 | -466 | 5 | — |
| ☆MMM funds › | 3M CO COM | ADD | — | 0.8% | +0.0% | 4.9 | 30,071 | +12 | 5 | — |
| ☆KO funds › | COCA COLA CO COM | ADD | — | 0.8% | -0.0% | 4.9 | 59,788 | +69 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC SHS | TRIM | — | 0.8% | -0.2% | 4.8 | 61,711 | -2,502 | 5 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES INDL | TRIM | — | 0.7% | +0.0% | 4.4 | 8,350 | -104 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC COM | TRIM | — | 0.7% | +0.2% | 4.2 | 35,797 | -100 | 5 | — |
| ☆PEP funds › | PEPSICO INC COM | TRIM | — | 0.7% | -0.2% | 3.9 | 29,114 | -435 | 5 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO COM | TRIM | — | 0.6% | -0.1% | 3.7 | 64,310 | -60 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL CL | HOLD | — | 0.6% | -0.0% | 3.7 | 7,364 | +0 | 5 | — |
| ☆CCI funds › | CROWN CASTLE INC COM | TRIM | — | 0.6% | -0.1% | 3.6 | 48,172 | -2,765 | 5 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP COM | TRIM | — | 0.6% | +0.0% | 3.6 | 17,777 | -200 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO COM | TRIM | — | 0.6% | -0.1% | 3.5 | 36,180 | -4,736 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC COM | TRIM | — | 0.6% | -0.2% | 3.4 | 80,685 | -1,036 | 5 | — |
| ☆ZTS funds › | ZOETIS INC CL A | TRIM | — | 0.5% | -0.4% | 3.1 | 43,742 | -1,349 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF TR | TRIM | — | 0.5% | +0.0% | 3.1 | 4,162 | -90 | 5 | — |
| ☆CPK funds › | CHESAPEAKE UTILS CORP COM | TRIM | — | 0.5% | -0.3% | 3.1 | 25,375 | -9,300 | 5 | — |
| ☆EPD funds › | ENTERPRISE PRODS PARTNERS L P | TRIM | — | 0.5% | -0.1% | 3.0 | 82,230 | -570 | 5 | — |
| ☆Q funds › | QNITY ELECTRONICS INC COMMON S | TRIM | — | 0.4% | +0.1% | 2.4 | 14,729 | -616 | 3 | +88.7% |
| ☆PNC funds › | PNC FINL SVCS GROUP INC COM | TRIM | — | 0.4% | +0.0% | 2.2 | 9,082 | -175 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION C | ADD | — | 0.4% | -0.1% | 2.1 | 2,260 | +10 | 5 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO COM | TRIM | — | 0.4% | -0.0% | 2.1 | 22,889 | -201 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS VAN F | ADD | — | 0.3% | +0.1% | 1.9 | 26,814 | +4,838 | 5 | — |
| ☆IEFA funds › | ISHARES TR CORE MSCI EAFE | TRIM | — | 0.3% | -0.0% | 1.8 | 19,067 | -428 | 5 | — |
| ☆NKE funds › | NIKE INC CL B | TRIM | — | 0.3% | -0.4% | 1.7 | 41,464 | -27,351 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX FDS | ADD | — | 0.3% | +0.0% | 1.6 | 27,528 | +4,440 | 5 | — |
| ☆DE funds › | DEERE & CO COM | HOLD | — | 0.3% | +0.0% | 1.6 | 2,582 | +0 | 5 | — |
| ☆SDY funds › | SPDR SERIES TRUST STATE STREET | TRIM | — | 0.3% | -0.0% | 1.6 | 10,716 | -655 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO COM | HOLD | — | 0.3% | +0.0% | 1.5 | 4,445 | +0 | 5 | — |
| ☆IJH funds › | ISHARES TR CORE S&P MCP ETF | TRIM | — | 0.2% | +0.0% | 1.4 | 17,909 | -343 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION COM | TRIM | — | 0.2% | +0.0% | 1.3 | 6,710 | -81 | 5 | — |
| ☆DD funds › | DUPONT DE NEMOURS INC COM | NEW | — | 0.2% | +0.2% | 1.3 | 9,584 | +9,584 | 1 | -23.3% |
| ☆MKC funds › | MCCORMICK & CO INC COM NON VTG | TRIM | — | 0.2% | -0.0% | 1.3 | 25,728 | -3,343 | 5 | — |
| ☆ARM funds › | ARM HOLDINGS PLC SPONSORED ADS | TRIM | — | 0.2% | +0.1% | 1.3 | 3,649 | -400 | 5 | — |
| ☆META funds › | META PLATFORMS INC CL A | TRIM | — | 0.2% | -0.0% | 1.2 | 2,153 | -75 | 5 | — |
| ☆IJR funds › | ISHARES TR CORE S&P SCP ETF | TRIM | — | 0.2% | +0.0% | 1.2 | 7,984 | -138 | 5 | — |
| ☆SYY funds › | SYSCO CORP COM | TRIM | — | 0.2% | +0.0% | 1.1 | 13,704 | -404 | 5 | — |
| ☆OTIS funds › | OTIS WORLDWIDE CORP COM | TRIM | — | 0.2% | -0.0% | 1.0 | 14,218 | -390 | 5 | — |
| ☆IEMG funds › | ISHARES INC CORE MSCI EMKT | TRIM | — | 0.2% | +0.0% | 1.0 | 11,793 | -151 | 5 | — |
| ☆CMG funds › | CHIPOTLE MEXICAN GRILL INC COM | TRIM | — | 0.2% | -0.0% | 1.0 | 28,455 | -55 | 5 | — |
| ☆SLB funds › | SLB LIMITED COM STK | HOLD | — | 0.2% | -0.0% | 0.9 | 20,086 | +0 | 5 | — |
| ☆V funds › | VISA INC COM CL A | TRIM | — | 0.2% | +0.0% | 0.9 | 2,674 | -89 | 5 | — |
| ☆GE funds › | GE AEROSPACE COM NEW | ADD | — | 0.2% | +0.0% | 0.9 | 2,450 | +25 | 5 | — |
| ☆IGM funds › | ISHARES TR EXPND TEC SC ETF | HOLD | — | 0.2% | +0.0% | 0.9 | 5,575 | +0 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC COM | ADD | — | 0.1% | -0.0% | 0.8 | 9,438 | +8 | 5 | — |
| ☆WMT funds › | WALMART INC COM | ADD | — | 0.1% | -0.0% | 0.8 | 6,809 | +10 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC COM | ADD | — | 0.1% | +0.0% | 0.7 | 631 | +8 | 5 | — |
| ☆TROW funds › | PRICE T ROWE GROUP INC COM | TRIM | — | 0.1% | +0.0% | 0.7 | 6,361 | -350 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS S&P 500 ETF | ADD | — | 0.1% | +0.0% | 0.7 | 1,033 | +230 | 2 | +0.1% |
| ☆MO funds › | ALTRIA GROUP INC COM | ADD | — | 0.1% | +0.0% | 0.7 | 9,264 | +126 | 5 | — |
| ☆UNP funds › | UNION PAC CORP COM | ADD | — | 0.1% | +0.0% | 0.7 | 2,421 | +26 | 5 | — |
| ☆LOW funds › | LOWES COS INC COM | ADD | — | 0.1% | -0.0% | 0.6 | 2,935 | +3 | 5 | — |
| ☆ETN funds › | EATON CORP PLC SHS | HOLD | — | 0.1% | +0.0% | 0.6 | 1,334 | +0 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR STATE ST | HOLD | — | 0.1% | +0.0% | 0.6 | 2,906 | +0 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST US CORE | ADD | — | 0.1% | +0.0% | 0.5 | 12,360 | +2,275 | 2 | -1.1% |
| ☆OXY funds › | OCCIDENTAL PETE CORP COM | HOLD | — | 0.1% | -0.0% | 0.5 | 11,137 | +0 | 5 | — |
| ☆CSX funds › | CSX CORP COM | HOLD | — | 0.1% | +0.0% | 0.5 | 11,072 | +0 | 5 | — |
| ☆PINS funds › | PINTEREST INC CL A | TRIM | — | 0.1% | +0.0% | 0.5 | 24,215 | -1,081 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. COM | HOLD | — | 0.1% | -0.0% | 0.5 | 6,990 | +0 | 5 | — |
| ☆HD funds › | HOME DEPOT INC COM | ADD | — | 0.1% | -0.0% | 0.5 | 1,364 | +10 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC COM | HOLD | — | 0.1% | +0.0% | 0.5 | 475 | +0 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR UNIT SER 1 | ADD | — | 0.1% | +0.0% | 0.5 | 649 | +35 | 5 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC COM NEW | ADD | — | 0.1% | -0.0% | 0.5 | 1,135 | +10 | 5 | — |
| ☆DOW funds › | DOW HLDGS INC COM | HOLD | — | 0.1% | -0.0% | 0.4 | 16,157 | +0 | 5 | — |
| ☆APD funds › | AIR PRODUCTS AND CHEMICALS INC | HOLD | — | 0.1% | -0.0% | 0.4 | 1,510 | +0 | 5 | — |
| ☆MTUM funds › | ISHARES TR MSCI USA MMENTM | ADD | — | 0.1% | +0.0% | 0.4 | 1,133 | +230 | 2 | +29.9% |
| ☆BSX funds › | BOSTON SCIENTIFIC CO | TRIM | — | 0.1% | -0.0% | 0.4 | 8,727 | -350 | 5 | — |
| ☆BA funds › | BOEING CO COM | ADD | — | 0.1% | +0.0% | 0.4 | 1,710 | +86 | 3 | +4.6% |
| ☆DFUV funds › | DIMENSIONAL ETF TRUST US MKTWI | ADD | — | 0.1% | +0.0% | 0.3 | 6,115 | +1,405 | 2 | +3.6% |
| ☆DUHP funds › | DIMENSIONAL ETF TRUST US HIGH | ADD | — | 0.1% | +0.0% | 0.3 | 7,770 | +1,005 | 2 | -9.5% |
| ☆MCD funds › | MCDONALDS CORP COM | HOLD | — | 0.1% | -0.0% | 0.3 | 1,155 | +0 | 5 | — |
| ☆DFIC funds › | DIMENSIONAL ETF TRUST INTL COR | NEW | — | 0.1% | +0.1% | 0.3 | 8,215 | +8,215 | 1 | +1.4% |
| ☆SYK funds › | STRYKER CORPORATION COM | HOLD | — | 0.1% | -0.0% | 0.3 | 955 | +0 | 5 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX FDS | HOLD | — | 0.0% | +0.0% | 0.3 | 3,270 | +0 | 5 | +3.7% |
| ☆BLK funds › | BLACKROCK INC COM | TRIM | — | 0.0% | -0.0% | 0.3 | 282 | -30 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC COM | NEW | — | 0.0% | +0.0% | 0.3 | 650 | +650 | 1 | -9.9% |
| ☆SHEL funds › | SHELL PLC SPON ADS | ADD | — | 0.0% | -0.0% | 0.2 | 3,178 | +78 | 5 | — |
| ☆TSLA funds › | TESLA INC COM | HOLD | — | 0.0% | +0.0% | 0.2 | 579 | +0 | 4 | -18.5% |
| ☆FMAO funds › | FARMERS & MERCHANTS BANCORP IN | HOLD | — | 0.0% | +0.0% | 0.2 | 7,800 | +0 | 2 | +22.2% |
| ☆FDX funds › | FEDEX CORP COM | TRIM | — | 0.0% | -0.0% | 0.2 | 750 | -95 | 5 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST INTERNAT | NEW | — | 0.0% | +0.0% | 0.2 | 4,290 | +4,290 | 1 | +6.2% |
| ☆AVEM funds › | AMERICAN CENTY ETF TR AVANTIS | NEW | — | 0.0% | +0.0% | 0.2 | 2,375 | +2,375 | 1 | -11.3% |
| ☆BFB funds › | BROWN FORMAN CORP CL B | TRIM | — | 0.0% | -0.0% | 0.2 | 8,051 | -724 | 2 | — |
| ☆AVGO funds › | BROADCOM INC COM | NEW | — | 0.0% | +0.0% | 0.2 | 568 | +568 | 1 | -48.4% |
| ☆MA funds › | MASTERCARD INCORPORATED CL A | TRIM | — | 0.0% | -0.0% | 0.2 | 405 | -20 | 5 | — |
| ☆AMP funds › | AMERIPRISE FINL INC COM | HOLD | — | 0.0% | -0.0% | 0.2 | 455 | +0 | 4 | -7.3% |
| ☆GLD funds › | SPDR GOLD TR GOLD SHS | HOLD | — | 0.0% | -0.0% | 0.2 | 555 | +0 | 3 | -13.5% |
| ☆MDB funds › | MONGODB INC CL A | NEW | — | 0.0% | +0.0% | 0.2 | 600 | +600 | 1 | +273.8% re-entry |
| ☆ELUT funds › | ELUTIA INC CL A COM | HOLD | — | 0.0% | -0.0% | 0.0 | 14,550 | +0 | 5 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC COM | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,565 | 0 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP COM | EXIT | — | 0.0% | -2.6% | 0.0 | 0 | -84,890 | 0 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC FORMERLY A | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -4,124 | 0 | — |
| ☆CUSIP:27922X105 funds › | ECOSPHERE TECHNOLOGIES INC COM | HOLD | — | 0.0% | +0.0% | 0.0 | 10,500 | +0 | 0 | — |
| ☆CUSIP:26614N102 funds › | DUPONT DE NEMOURS INC COM | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -30,174 | 0 | — |
| ☆HSY funds › | HERSHEY CO COM | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -989 | 0 | -79.4% |
| ☆BX funds › | BLACKSTONE INC COM | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,784 | 0 | -58.7% |
| ☆WRB funds › | BERKLEY W R CORP COM | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -7,385 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 596 | 127 | 0.09 | 38% | 0.023 | 0.398 | — | in |
| 2026Q1 | 550 | 126 | 0.08 | 36% | 0.022 | 0.406 | — | in |
| 2025Q4 | 572 | 122 | 0.05 | 36% | 0.023 | 0.425 | — | in |
| 2025Q3 | 561 | 118 | 0.05 | 35% | 0.022 | 0.419 | — | in |
| 2025Q2 | 526 | 118 | 0.06 | 33% | 0.021 | 0.418 | — | entered |
| 2025Q1 | 519 | 120 | 0.00 | 32% | 0.020 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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/api/funds ·
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