Tufton Capital Management
Tufton Capital Management reported 131 stocks worth $583K in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are MSFT (6.3%), AAPL (5.3%) and GOOG (4.7%). Compared with Q2 2026, the fund opened new positions in ELV and WRB, added to IVV, UPS and DIS, trimmed MSFT, AAPL and GOOG and sold out of MCD, FDX and AVGO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $37K | 6.3% | 72K | −847 (−1%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $31K | 5.3% | 92K | −1,329 (−1%) | 8 of 8 | |
| 3 |  GOOG Alphabet Inc | $28K | 4.7% | 81K | −1,481 (−2%) | 8 of 8 | |
| 4 |  JPM Jpmorgan Chase & Co. | $22K | 3.7% | 66K | −3,948 (−6%) | 8 of 8 | |
| 5 |  GLW Corning Inc | $21K | 3.6% | 138K | −5,380 (−4%) | 8 of 8 | |
| 6 |  CAT Caterpillar Inc | $17K | 3.0% | 21K | −412 (−2%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $16K | 2.8% | 66K | −822 (−1%) | 8 of 8 | |
| 8 |  TJX Tjx Cos Inc New | $15K | 2.6% | 116K | −1,060 (−1%) | 8 of 8 | |
| 9 |  MRK Merck & Co Inc | $14K | 2.4% | 97K | −1,094 (−1%) | 8 of 8 | |
| 10 |  JNJ Johnson & Johnson | $14K | 2.4% | 53K | −498 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tufton Capital Management 13F FAQ
What does Tufton Capital Management own?
Tufton Capital Management reported 131 stocks worth $583K in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are MSFT (6.3%), AAPL (5.3%) and GOOG (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Tufton Capital Management buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 17 added to, 78 trimmed and 3 sold out. New positions include ELV and WRB. It sold all of MCD, FDX and AVGO.
When will Tufton Capital Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Tufton Capital Management's portfolio worth?
The Q3 2026 filing reports $583K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.