Fund HoldingsTufton Capital Management

Total Portfolio Value
$519.15M
Total Bought
$24.69M
Total Sold
$32.09M
Net Transaction
-$7.40M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
DANAHER CORP(DHR)15,87629,112+13,2363,6445,9681.15%+2,324
PHILIP MORRIS INTL(PM)42,81743,127+3105,1536,8461.32%+1,693
ABBVIE INC(ABBV)057,384+57,384012,0232.32%+12,023
CHEVRON CORP(CVX)70,06568,972-1,09310,14811,5382.22%+1,390
OCCIDENTAL PETE CORP CAL(OXY)027,193+27,19301,3420.26%+1,342
JOHNSON & JOHNSON(JNJ)057,282+57,28209,5001.83%+9,500
ABBOTT LABORATORIES71,25769,292-1,9658,0609,1921.77%+1,132
EXXON MOBIL CORP090,527+90,527010,7662.07%+10,766
CROWN CASTLE INC REIT(CCI)065,158+65,15806,7911.31%+6,791
CHUBB LTD New35,84535,926+819,90410,8492.09%+946
MONDELEZ INTL CLASS A(MDLZ)0113,208+113,20807,6811.48%+7,681
INTL BUSINESS MACHINES CORP I(IBM)27,74128,192+4516,0987,0101.35%+912
DUKE ENERGY CORP(DUK)44,22844,809+5814,7655,4651.05%+700
MEDTRONIC PLC SHS(MDT)069,451+69,45106,2411.20%+6,241
COCA COLA COMPANY(KO)065,151+65,15104,6660.90%+4,666
BERKSHIRE HATHAWAYINC DEL CL7,4597,394-653,3813,9380.76%+557
3M CO32,09131,886-2054,1434,6830.90%+540
VERIZON COMMUNICATIONS INC94,90794,964+573,7954,3080.83%+512
CHESAPEAKE UTILS CORP COM(CPK)71,25071,25008,6469,1511.76%+504
ENTERPRISE PRODS PART LP(EPD)88,96292,286+3,3242,7903,1510.61%+361
ELI LILLY AND CO(LLY)4,7894,867+783,6974,0200.77%+323
ELEVANCE HEALTH INC COM(ELV)04,124+4,12401,7940.35%+1,794
BRISTOL-MYERS SQUIBB(BMY)79,39578,081-1,3144,4914,7620.92%+272
BLACKROCK INC(BLK)0282+28202670.05%+267
SPDR DOW JONES INDL AVERAGE ET(DIA)8,8269,467+6413,7553,9750.77%+220
GE VERNOVA INC COM(GEV)0684+68402090.04%+209
CAMDEN PPTY TR COM SBI REIT(CPT)01,700+1,70002080.04%+208
MC CORMICK & CO INC(MKC)33,62233,405-2172,5632,7500.53%+186
AUTO DATA PROCESSING54,76953,066-1,70316,03316,2133.12%+181
ALTRIA GROUP INC(MO)9,70511,363+1,6585076820.13%+175
ISHARES TR CORE MSCI EAFE ETF
CORE MSCI EAFE
17,01518,011+9961,1961,3630.26%+167
GE AEROSPACE COM NEW(GE)2,0002,425+4253344860.09%+152
PROCTER & GAMBLE(PG)64,00663,812-19410,73110,8752.09%+144
OTIS WORLDWIDE CORP15,66715,436-2311,4511,5930.31%+142
COSTCO WHOLESALE CO2,6042,663+592,3862,5190.49%+133
SCHLUMBERGER LTD(SLB)20,63422,080+1,4467919230.18%+132
PINTEREST INC CLASS A26,68529,135+2,4507749030.17%+129
DEERE CO(DE)2,5362,53601,0751,1900.23%+116
VISA INC CLASS A(V)2,9352,941+69281,0310.20%+103
WELLS FARGO & CO(WFC)126,672125,287-1,3858,8978,9941.73%+97
W R BERKLEY CORP7,4257,42504355280.10%+94
BOSTON SCIENTIFIC CO(BSX)10,75310,326-4279601,0420.20%+81
COLGATE-PALMOLIVE CO(CL)26,15026,197+472,3772,4550.47%+77
INTEL CORP(INTC)068,970+68,97001,5660.30%+1,566
ZOETIS INC CLASS A(ZTS)050,213+50,21308,2681.59%+8,268
SHELL PLC(SHEL)3,5453,639+942222670.05%+45
NORFOLK SOUTHERN CO(NSC)035,169+35,16908,3301.60%+8,330
ISHARES INC CORE MSCI EMERGI10,94511,280+3355726090.12%+37
VANGUARD FTSE DEVELOPED MARKET11,85611,85605676030.12%+36
ISHARES CORE S&P 500 ETF6,8707,253+3834,0444,0750.79%+31
CISCO SYSTEMS INC(CSCO)42,08340,873-1,2102,4912,5220.49%+31
INVESCO QQQ TR SER 1407492+852082310.04%+23
VANGUARD FTSE EMERGING MARKET19,92419,824-1008778970.17%+20
MCDONALDS CORP COM(MCD)1,2251,195-303553730.07%+18
STRYKER CORP(SYK)95995903453570.07%+12
MASTERCARD INC CLASS A(MA)51551502712820.05%+11
WALMART INC COM(WMT)6,9897,318+3296316420.12%+11
AIR PRODS & CHEMS INC COM1,5101,51004384450.09%+7
META PLATFORMS INC CL A(META)2,4342,474+401,4251,4260.27%+1
CAVA GROUP INC(CAVA)2,1252,775+6502402400.05%0
ECOSPHERE TECH INC COM10,50010,5000000
PFIZER INC COM(PFE)9,0739,323+2502412360.05%-4
NEXTERA ENERGY INC COM(NEE)9,7109,71006966880.13%-8
INTUIT INC(INTU)53953903393310.06%-8
FIDELITY COVINGTON TR MSCI REA9,3638,838-5252532430.05%-10
QUALCOMM INC(QCOM)070,729+70,729010,8652.09%+10,865
INTUITIVE SURGICAL INC NEW9731,003+305084970.10%-11
GOLDMAN SACHS GROUP INC COM(GS)47547502722590.05%-13
ELUTIA INC12,70013,700+1,00047350.01%-13
CAPITAL ONE FINL CORP COM(COF)18,01917,814-2053,2133,1940.62%-19
HONEYWELL INTL INC COM(HON)1,6531,65303733500.07%-23
AMERIPRISE FINANCIAL, INC(AMP)53053002822570.05%-26
SPDR S&P DIVIDEND ETF11,94811,418-5301,5781,5490.30%-29
BROWN FORMAN CORP CL B(BF-A)7,5757,57502882570.05%-31
HOME DEPOT INC(HD)1,3641,36405315000.10%-31
CSX CORP COM(CSX)11,10811,10803583270.06%-32
UNION PAC CORP COM(UNP)3,0452,795-2506946600.13%-34
ISHARES CORE S&P SMALL-CAP ETF7,3957,798+4038528150.16%-37
SELECT SECTOR SPDR SPDR TR TE
ST STR TECHN ETF
1,4191,41903302930.06%-37
LOWES COS INC COM(LOW)3,0053,00507427010.13%-41
ISHARES CORE S&P MID-CAP ETF17,34317,645+3021,0811,0300.20%-51
SALESFORCE COM INC77577502592080.04%-51
SYSCO CORP COM(SYY)15,43214,981-4511,1801,1240.22%-56
ISHARES TR NORTH AMERN TECH ET5,7005,70005825170.10%-65
ARM HOLDINGS PLC4,4254,42505464730.09%-73
SERVICE CORP INTL COM(SCI)4,0003,000-1,0003192410.05%-79
NETFLIX INC COM(NFLX)838713-1257476650.13%-82
EATON CORP PLC(ETN)1,3431,325-184463600.07%-86
AMERICAN EXPRESS CO COM(AXP)4,5604,562+21,3531,2270.24%-126
DUPONT DE NEMOURS INC IA(DD)042,829+42,82903,1990.62%+3,199
SPDR S&P 500 ETF TR TR UNIT4,4934,478-152,6332,5050.48%-128
PNC FINCL SERVICES GROUP(PNC)9,1109,219+1091,7571,6200.31%-136
PEPSICO INC(PEP)034,073+34,07305,1090.98%+5,109
FEDEX CORP1,5301,189-3414302900.06%-141
NVIDIA CORP COM(NVDA)11,38012,345+9651,5281,3380.26%-190
PRICE T ROWE GROUP INC COM(TROW)8,6678,575-929807880.15%-192
RTX CORP(RTX)075,407+75,40709,9881.92%+9,988
FARMER & MERCHANTS BANCORP INC7,8600-7,8602310-231
TJX COMPANIES INC(TJX)134,113131,122-2,99116,20215,9713.08%-232
DOW INC REG SHS(DOW)047,209+47,20901,6490.32%+1,649
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