Tufton Capital Management — 13F holdings

Tufton Capital Management reported 131 holdings worth $583M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $36.8M (6.3%)
2. AAPL APPLE INC — $30.6M (5.3%)
3. GOOG ALPHABET INC — $27.6M (4.7%)
4. JPM JPMORGAN CHASE & CO. — $21.8M (3.7%)
5. GLW Corning Inc — $21.3M (3.6%)
6. CAT CATERPILLAR INC — $17.3M (3.0%)
7. AMZN AMAZON COM INC — $16.5M (2.8%)
8. TJX TJX COS INC NEW — $15.3M (2.6%)
9. MRK MERCK & CO INC — $14.1M (2.4%)
10. JNJ JOHNSON & JOHNSON — $14.0M (2.4%)