Fund HoldingsTufton Capital Management

Total Portfolio Value
$533.42M
Total Bought
$30.91M
Total Sold
$65.24M
Net Transaction
-$34.34M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
JPMORGAN CHASE & CO. COM(JPM)080,669+80,669017,0103.19%+17,010
ALPHABET INC CAP STK CL A(GOOG)024,296+24,29604,0290.76%+4,029
APPLE INC COM(AAPL)105,761104,878-88322,27524,4374.58%+2,161
LOCKHEED MARTIN CORP(LMT)20,33719,816-5219,49911,5842.17%+2,084
AUTO DATA PROCESSING055,032+55,032015,2292.85%+15,229
CARRIER GLOBAL CORP(CARR)100,77097,525-3,2456,3577,8501.47%+1,493
META PLATFORMS INC CL A(META)02,377+2,37701,3610.26%+1,361
ABBVIE INC(ABBV)057,877+57,877011,4302.14%+11,430
RTX CORP(RTX)93,80388,574-5,2299,41710,7322.01%+1,315
CHESAPEAKE UTILS CORP COM(CPK)71,25071,25007,5678,8471.66%+1,280
CATERPILLAR INC(CAT)025,600+25,600010,0131.88%+10,013
INTL BUSINESS MACHINES CORP I(IBM)027,990+27,99006,1881.16%+6,188
UNITED PARCEL SRVC CLASS B(UPS)054,837+54,83707,4771.40%+7,477
CORNING INC(GLW)229,994222,934-7,0608,93510,0651.89%+1,130
CROWN CASTLE INC REIT(CCI)064,004+64,00407,5931.42%+7,593
CHUBB LTD New36,82335,971-8529,39310,3741.94%+981
ELI LILLY AND CO(LLY)3,4674,577+1,1103,1394,0550.76%+916
3M CO33,36231,637-1,7253,4094,3250.81%+916
NORFOLK SOUTHERN CO(NSC)035,283+35,28308,7681.64%+8,768
ZOETIS INC CLASS A(ZTS)51,70150,518-1,1838,9639,8701.85%+907
ISHARES CORE S&P 500 ETF5,4666,626+1,1602,9913,8220.72%+831
TJX COMPANIES INC(TJX)137,656135,094-2,56215,15615,8792.98%+723
MONDELEZ INTL CLASS A(MDLZ)0105,068+105,06807,7401.45%+7,740
PHILIP MORRIS INTL(PM)44,82143,040-1,7814,5425,2250.98%+683
JOHNSON & JOHNSON(JNJ)056,934+56,93409,2271.73%+9,227
BRISTOL-MYERS SQUIBB(BMY)082,699+82,69904,2790.80%+4,279
TARGET CORP(TGT)073,533+73,533011,4612.15%+11,461
NETFLIX INC COM(NFLX)0766+76605430.10%+543
MEDTRONIC PLC SHS(MDT)75,47671,253-4,2235,9416,4151.20%+474
COCA COLA COMPANY(KO)68,22166,960-1,2614,3424,8120.90%+469
NVIDIA CORP COM(NVDA)6,71510,660+3,9458301,2950.24%+465
TESLA INC COM(TSLA)01,716+1,71604490.08%+449
ABBOTT LABORATORIES74,17371,403-2,7707,7078,1411.53%+433
PROCTER & GAMBLE(PG)65,03164,288-74310,72511,1352.09%+410
BERKSHIRE HATHAWAYINC DEL CL7,4727,47203,0403,4390.64%+399
ISHARES TR CORE MSCI EAFE ETF
CORE MSCI EAFE
13,23316,710+3,4779611,3040.24%+343
MC CORMICK & CO INC(MKC)033,672+33,67202,7710.52%+2,771
DANAHER CORP(DHR)11,83311,778-552,9563,2750.61%+318
SPDR S&P 500 ETF TR TR UNIT4,0934,405+3122,2272,5270.47%+300
CAVA GROUP INC(CAVA)02,275+2,27502820.05%+282
DIGITAL REALTY TRUST REIT(DLR)41,77940,889-8906,3526,6171.24%+265
PNC FINCL SERVICES GROUP(PNC)9,4229,262-1601,4651,7120.32%+247
FARMER & MERCHANTS BANCORP INC07,860+7,86002170.04%+217
SALESFORCE COM INC0775+77502120.04%+212
CAMDEN PPTY TR COM SBI REIT(CPT)01,700+1,70002100.04%+210
VANGUARD FTSE ALL WORLD EX US03,270+3,27002060.04%+206
DUPONT DE NEMOURS INC IA(DD)46,21244,012-2,2003,7203,9220.74%+202
SPDR S&P DIVIDEND ETF12,55712,565+81,5971,7850.33%+188
VERIZON COMMUNICATIONS INC99,01795,100-3,9174,0834,2710.80%+187
AMERICAN EXPRESS CO COM(AXP)4,5604,56001,0561,2370.23%+181
LOWES COS INC COM(LOW)3,0053,00506628140.15%+151
PEPSICO INC(PEP)034,333+34,33305,8381.09%+5,838
CAPITAL ONE FINL CORP COM(COF)018,076+18,07602,7070.51%+2,707
DUKE ENERGY CORP(DUK)49,33144,146-5,1854,9445,0900.95%+146
CISCO SYSTEMS INC(CSCO)50,88447,797-3,0872,4172,5440.48%+126
COSTCO WHOLESALE CO2,5422,577+352,1612,2850.43%+124
OTIS WORLDWIDE CORP15,85215,727-1251,5261,6350.31%+109
NEXTERA ENERGY INC COM(NEE)10,0609,710-3507128210.15%+108
DEERE CO(DE)2,5572,536-219551,0580.20%+103
ISHARES INC CORE MSCI EMERGI9,73910,844+1,1055216230.12%+101
WALMART INC COM(WMT)6,8717,009+1384655660.11%+101
HOME DEPOT INC(HD)1,4411,464+234965930.11%+97
MCDONALDS CORP COM(MCD)1,3911,427+363554350.08%+80
PRICE T ROWE GROUP INC COM(TROW)7,6428,807+1,1658819590.18%+78
VANGUARD FTSE EMERGING MARKET20,91420,464-4509159790.18%+64
AIR PRODS & CHEMS INC COM1,5101,51003904500.08%+60
GE AEROSPACE COM NEW(GE)2,0002,00003183770.07%+59
ELUTIA INC013,700+13,7000520.01%+52
INTUITIVE SURGICAL INC NEW1,0081,00804484950.09%+47
SYSCO CORP COM(SYY)17,20716,332-8751,2281,2750.24%+46
BROWN FORMAN CORP CL B(BF-A)7,5757,57503273730.07%+46
VANGUARD FTSE DEVELOPED MARKET11,95611,95605916310.12%+41
SERVICE CORP INTL COM(SCI)5,0005,00003563950.07%+39
UNION PAC CORP COM(UNP)3,3133,183-1307507850.15%+35
W R BERKLEY CORP4,9507,425+2,4753894210.08%+32
L3HARRIS TECHNOLOGIES IN(LHX)12,26811,717-5512,7552,7870.52%+32
BOSTON SCIENTIFIC CO(BSX)11,34210,753-5898739010.17%+28
PFIZER INC COM(PFE)9,0539,672+6192532800.05%+27
HONEYWELL INTL INC COM(HON)1,5521,728+1763313570.07%+26
EATON CORP PLC(ETN)1,3431,34304214450.08%+24
AMERIPRISE FINANCIAL, INC(AMP)53053002262490.05%+23
SELECT SECTOR SPDR SPDR TR TE
ST STR TECHN ETF
1,3191,419+1002983200.06%+22
GOLDMAN SACHS GROUP INC COM(GS)47547502152350.04%+20
CSX CORP COM(CSX)11,34011,408+683793940.07%+15
STRYKER CORP(SYK)990969-213373500.07%+13
ISHARES TR NORTH AMERN TECH ET5,7005,70005385470.10%+9
ALTRIA GROUP INC(MO)11,65010,520-1,1305315370.10%+6
ECOSPHERE TECH INC COM10,50010,5000000
INTUIT INC(INTU)53553503523320.06%-19
SHELL PLC(SHEL)3,5453,54502562340.04%-22
EXXON MOBIL CORP92,42790,495-1,93210,64010,6081.99%-32
DOW INC REG SHS(DOW)48,84346,749-2,0942,5912,5540.48%-37
FIDELITY COVINGTON TR MSCI REA09,656+9,65602850.05%+285
MASTERCARD INC CLASS A(MA)674515-1592972540.05%-43
CONSTELLATION BRAND CLASS A(STZ)2,5302,350-1806516060.11%-45
PROLOGIS INC2,5701,815-7552892290.04%-59
ENTERPRISE PRODS PART LP(EPD)91,01488,559-2,4552,6382,5780.48%-60
ARM HOLDINGS PLC4,2354,360+1256936240.12%-69
FEDEX CORP1,6301,509-1214894130.08%-76
ELEVANCE HEALTH INC COM(ELV)4,1244,12402,2352,1440.40%-90
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