Fund HoldingsTufton Capital Management

Total Portfolio Value
$509.20M
Total Bought
$50.61M
Total Sold
$70.81M
Net Transaction
-$20.20M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ABBVIE INC(ABBV)059,069+59,069010,7562.11%+10,756
NXP SEMICONDUCTORS F(NXPI)035,517+35,51708,8001.73%+8,800
MEDTRONIC PLC F075,572+75,57206,5861.29%+6,586
MICROSOFT CORP(MSFT)78,77278,646-12629,62133,0886.50%+3,467
DUPONT DE NEMOURS INC IA(DD)045,213+45,21303,4670.68%+3,467
TARGET CORP(TGT)72,61173,502+89110,34113,0252.56%+2,684
DIGITAL REALTY TRUST REIT(DLR)24,91041,719+16,8093,3526,0091.18%+2,657
CISCO SYSTEMS INC(CSCO)052,621+52,62102,6260.52%+2,626
JPMORGAN CHASE & CO(JPM)83,98183,421-56014,28516,7093.28%+2,424
MERCK & CO. INC.(MRK)106,405106,054-35111,60013,9942.75%+2,394
WALT DISNEY CO(DIS)70,35169,725-6266,3528,5321.68%+2,180
AMAZON.COM INC(AMZN)62,43063,532+1,1029,48611,4602.25%+1,974
QUALCOMM INC(QCOM)79,99879,263-73511,57013,4192.64%+1,849
EXXON MOBIL CORP091,890+91,890010,6812.10%+10,681
ALPHABET INC. CLASS C111,023112,199+1,17615,64617,0833.35%+1,437
ELI LILLY AND CO(LLY)2,3363,452+1,1161,3622,6860.53%+1,324
EMERSON ELECTRIC CO(EMR)079,182+79,18208,9811.76%+8,981
RTX CORP(RTX)94,83494,437-3977,9799,2111.81%+1,231
CHUBB LTD New37,57937,079-5008,4939,6081.89%+1,115
WELLS FARGO & CO(WFC)133,097132,004-1,0936,5517,6511.50%+1,100
BANK OF AMERICA CORP258,663256,780-1,8838,7099,7371.91%+1,028
PROCTER & GAMBLE(PG)065,411+65,411010,6132.08%+10,613
TJX COMPANIES INC(TJX)138,784138,018-76613,01913,9982.75%+978
TAIWAN SEMICONDUCTR F SPONSORE(TSM)31,72330,840-8833,2994,1960.82%+897
AUTO DATA PROCESSING056,308+56,308014,0622.76%+14,062
CHEVRON CORP(CVX)069,256+69,256010,9252.15%+10,925
INTL BUSINESS MACHINES CORP I(IBM)28,90728,715-1924,7285,4831.08%+756
NORFOLK SOUTHERN CO(NSC)36,87336,870-38,7169,3971.85%+681
CONSTELLATION BRAND CLASS A(STZ)02,458+2,45806680.13%+668
CATERPILLAR INC(CAT)31,00726,603-4,4049,1689,7481.91%+580
CORNING INC(GLW)0229,827+229,82707,5751.49%+7,575
DANAHER CORP(DHR)10,61411,708+1,0942,4552,9240.57%+468
VERIZON COMMUNICATN0100,845+100,84504,2310.83%+4,231
CHIPOTLE MEXICAN GRILL(CMG)692687-51,5831,9970.39%+414
BERKSHIRE HATHAWAYINC DEL CL07,522+7,52203,1630.62%+3,163
META PLATFORMS INC CLASS A(META)2,2252,325+1007881,1290.22%+341
CAPITAL ONE FINL CORP COM(COF)18,79318,693-1002,4642,7830.55%+319
ISHARES CORE S&P 500 ETF5,1015,241+1402,4362,7550.54%+319
MC CORMICK & CO INC(MKC)34,99335,222+2292,3942,7050.53%+311
PINTEREST INC CLASS A12,10020,275+8,1754487030.14%+255
ALPHABET INC SHS CL A24,26524,068-1973,3903,6330.71%+243
SALESFORCE COM INC0758+75802280.04%+228
ABBOTT LABORATORIES69,86669,648-2187,6907,9161.55%+226
SPDR S&P DIVIDEND ETF11,55812,585+1,0271,4441,6520.32%+207
ELEVANCE HEALTH INC COM(ELV)4,1244,12401,9452,1380.42%+194
SPDR S&P 500 ETF TR TR UNIT4,0884,083-51,9432,1360.42%+193
COSTCO WHOLESALE CO2,5862,559-271,7071,8750.37%+168
AMERICAN EXPRESS CO COM(AXP)4,6604,560-1008731,0380.20%+165
PEPSICO INC(PEP)34,91134,786-1255,9296,0881.20%+159
COCA COLA COMPANY(KO)68,79068,746-444,0544,2060.83%+152
NVIDIA CORP COM(NVDA)560470-902774250.08%+147
PRICE T ROWE GROUP INC COM(TROW)7,2817,617+3367849290.18%+145
SPDR DOW JONES INDL AVERAGE ET(DIA)10,25710,075-1823,8664,0070.79%+142
SYSCO CORP COM(SYY)17,73117,639-921,2971,4320.28%+135
VISA INC CLASS A(V)3,4843,716+2329071,0370.20%+130
ISHARES CORE S&P MID-CAPETF4,37722,020+17,6431,2131,3370.26%+124
DOW INC REG SHS(DOW)44,89344,629-2642,4622,5850.51%+123
BOSTON SCIENTIFIC CO(BSX)11,26511,26506517720.15%+120
CHESAPEAKE UTILS CORP COM(CPK)71,25071,25007,5267,6451.50%+119
GENERAL ELECTRIC(GE)1,9551,975+202503470.07%+97
EATON CORP PLC(ETN)1,3431,34303234200.08%+97
W R BERKLEY CORP4,9504,95003504380.09%+88
LOWES COS INC COM(LOW)3,1053,055-506917780.15%+87
NETFLIX COM INC(NFLX)71671603494350.09%+86
HOME DEPOT INC(HD)1,3781,431+534785490.11%+71
MASTERCARD INC CLASS A(MA)604674+702583250.06%+67
ISHARES TR NORTH AMERN TECH ET9505,700+4,7504264910.10%+65
SCHLUMBERGER LTD(SLB)022,740+22,74001,2460.24%+1,246
STRYKER CORP(SYK)1,0051,00503013600.07%+59
PNC FINCL SERVICES GROUP(PNC)9,4609,422-381,4651,5230.30%+58
JOHNSON & JOHNSON(JNJ)57,65957,491-1689,0379,0951.79%+57
ISHARES CORE S&P SMALL CAP ET9,3369,606+2701,0111,0620.21%+51
WALMART INC COM(WMT)2,3326,921+4,5893684160.08%+49
ISHARES TR CORE MSCI EAFE ETF
CORE MSCI EAFE
13,23113,054-1779319690.19%+38
L3HARRIS TECHNOLOGIES IN(LHX)12,60712,625+182,6552,6900.53%+35
NEXTERA ENERGY INC COM(NEE)10,17010,17006186500.13%+32
INTUIT INC(INTU)510540+303193510.07%+32
ENTERPRISE PRODS PART LP(EPD)097,004+97,00402,8310.56%+2,831
FEDEX CORP1,8141,694-1204594910.10%+32
PHILIP MORRIS INTL(PM)044,489+44,48904,0760.80%+4,076
AMERIPRISE FINANCIAL, INC(AMP)53053002012320.05%+31
SERVICE CORP INTL COM(SCI)5,0005,00003423710.07%+29
DEERE CO(DE)2,5572,55701,0221,0500.21%+28
CSX CORP COM(CSX)11,34011,34003934200.08%+27
ISHARES TR DOW JONES US MEDICA3,9254,050+1252122370.05%+25
SELECT SECTOR SPDR SPDR TR TE
ST STR TECHN ETF
1,3191,31902542750.05%+21
VANGUARD FTSE DEVELOPED MARKET12,79712,622-1756136330.12%+20
VANGUARD FTSE EMERGING MARKET22,86722,609-2589409440.19%+5
SHELL PLC(SHEL)3,5453,54502332380.05%+4
ISHARES MSCI EAFE SMALL CAP5,0545,005-493133170.06%+4
ECOSPHERE TECH INC COM10,50010,5000000
UNION PAC CORP COM(UNP)3,3193,313-68158150.16%-0
ISHARES INC CORE MSCI EMERGI9,4129,205-2074764750.09%-1
COLGATE-PALMOLIVE CO(CL)44,20039,090-5,1103,5233,5200.69%-3
CARRIER GLOBAL CORP(CARR)0101,440+101,44005,8971.16%+5,897
HONEYWELL INTL INC COM(HON)1,5521,55203253190.06%-7
PROLOGIS INC02,582+2,58203360.07%+336
AMERN TOWER CORP REIT(AMT)2,0102,135+1254344220.08%-12
MCDONALDS CORP COM(MCD)1,3501,369+194003860.08%-14
DUKE ENERGY CORP(DUK)49,45049,459+94,7994,7830.94%-15
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