Fund HoldingsTufton Capital Management

Total Portfolio Value
$476.70M
Total Bought
$8.19M
Total Sold
$38.65M
Net Transaction
-$30.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)078,772+78,772029,6216.21%+29,621
QUALCOMM INC(QCOM)079,998+79,998011,5702.43%+11,570
TARGET CORP COM(TGT)072,611+72,611010,3412.17%+10,341
AMAZON COM INC COM(AMZN)59,90462,430+2,5267,6159,4861.99%+1,871
JPMORGAN CHASE & CO(JPM)86,89783,981-2,91612,60214,2853.00%+1,683
BANK OF AMERICA CORP261,533258,663-2,8707,1618,7091.83%+1,548
MC CORMICK NON VTG(MKC)11,38734,993+23,6068612,3940.50%+1,533
CROWN CASTLE INC.(CCI)064,665+64,66507,4491.56%+7,449
APPLE INC COM(AAPL)0106,417+106,417020,4884.30%+20,488
NORFOLK SOUTHERN CORP(NSC)036,873+36,87308,7161.83%+8,716
INTEL CORP(INTC)99,80293,652-6,1503,5484,7060.99%+1,158
LILLY ELI & CO COM(LLY)4402,336+1,8962361,3620.29%+1,125
RAYTHEON TECHNOLOGIES CORP COM(RTX)094,834+94,83407,9791.67%+7,979
NXP SEMICONDUCTORS NV COM STK
COM
36,55735,542-1,0157,3088,1631.71%+855
ABBOTT LABS069,866+69,86607,6901.61%+7,690
ZOETIS INC(ZTS)45,01443,891-1,1237,8328,6631.82%+831
WELLS FARGO & CO NEW DEL(WFC)141,152133,097-8,0555,7686,5511.37%+784
ALPHABET INC SHS CL C113,163111,023-2,14014,92115,6463.28%+726
LOCKHEED MARTIN CORP(LMT)020,561+20,56109,3191.95%+9,319
L3 HARRIS TECHNOLOGIES INC(LHX)11,80212,607+8052,0552,6550.56%+600
INTL BUSINESS MACHINES CORP I(IBM)29,44928,907-5424,1324,7280.99%+596
CAPITAL ONE FINL CORP COM(COF)19,32118,793-5281,8752,4640.52%+589
CHESAPEAKE UTILS CORP COM(CPK)071,250+71,25007,5261.58%+7,526
MERCK AND CO INC SHS(MRK)0106,405+106,405011,6002.43%+11,600
TAIWAN S MANUFCTRING ADR(TSM)32,46231,723-7392,8213,2990.69%+478
CATERPILLAR INS COM(CAT)32,33231,007-1,3258,8279,1681.92%+341
DANAHER CORP DEL COM(DHR)8,55210,614+2,0622,1222,4550.52%+334
3M COMPANY51,05046,632-4,4184,7795,0981.07%+319
DISNEY (WALT) CO COM STK(DIS)74,67370,351-4,3226,0526,3521.33%+300
CHIPOTLE MEXICAN GRILL(CMG)709692-171,2991,5830.33%+284
ISHARES CORE S&P 500 ETF5,0845,101+172,1832,4360.51%+253
ABBVIE INC COM(ABBV)60,15059,460-6908,9669,2151.93%+249
FARMER & MERCHANTS BANCORP INC09,750+9,75002420.05%+242
DUKE ENERGY CORP NEW(DUK)51,67949,450-2,2294,5614,7991.01%+237
BOEING COMPANY(BA)2,8803,015+1355527860.16%+234
COLGATE PALMOLIVE(CL)46,26344,200-2,0633,2903,5230.74%+233
PNC FINCL SERVICES GROUP(PNC)10,0609,460-6001,2351,4650.31%+230
CHUBB LTD New39,73837,579-2,1598,2738,4931.78%+220
VERALTO CORP(VLTO)02,576+2,57602120.04%+212
ISHARES TR DOW JONES US MEDICA03,925+3,92502120.04%+212
LULULEMON ATHLETICA INC(LULU)0400+40002050.04%+205
TJX COS INC NEW(TJX)144,204138,784-5,42012,81713,0192.73%+202
AMERIPRISE FINANCIAL, INC(AMP)0530+53002010.04%+201
AMERICAN EXPRESS CO COM(AXP)4,6604,66006958730.18%+178
SPDR S&P 500 ETF TR TR UNIT4,1344,088-461,7671,9430.41%+176
PINTEREST INC REG SHS CL A10,12512,100+1,9752744480.09%+175
ALPHABET INC SHS CL A24,60024,265-3353,2193,3900.71%+170
DIGITAL RLTY TR INC COM(DLR)26,45524,910-1,5453,2023,3520.70%+151
ELEVANCE HEALTH INC COM(ELV)4,1244,12401,7961,9450.41%+149
PRICE T ROWE GROUP INC COM(TROW)6,1567,281+1,1256467840.16%+139
ISHARES CORE S&P SMALL CAP ET9,3089,336+288781,0110.21%+133
MONDELEZ INTERNATIONAL INC(MDLZ)0106,493+106,49307,7131.62%+7,713
ISHARES CORE S&P MID-CAPETF4,3494,377+281,0841,2130.25%+129
UNION PAC CORP COM(UNP)3,4123,319-936958150.17%+120
SYSCO CORP COM(SYY)17,90817,731-1771,1831,2970.27%+114
AMERICAN TOWER CORP NEW(AMT)1,9502,010+603214340.09%+113
TRANSOCEAN LTD REG SHS ISIN#CH(RIG)017,730+17,73001130.02%+113
SPDR DOW JONES INDL AVERAGE ET(DIA)11,23710,257-9803,7643,8660.81%+102
DOW INC REG SHS(DOW)45,82144,893-9282,3632,4620.52%+99
ISHARES TR CORE MSCI EAFE ETF
CORE MSCI EAFE
13,20113,231+308499310.20%+81
SPDR S&P DIVIDEND ETF11,86011,558-3021,3641,4440.30%+80
COSTCO WHOLESALE CRP DEL2,8812,586-2951,6281,7070.36%+79
NETFLIX COM INC(NFLX)71671602703490.07%+78
VANGUARD FTSE DEVELOPED MARKET12,48712,797+3105466130.13%+67
VANGUARD FTSE EMERGING MARKET22,31322,867+5548759400.20%+65
ISHARES TR NORTH AMERN TECH ET95095003634260.09%+63
FIDELITY MSCI REAL ESTATE INDE24,25023,019-1,2315526130.13%+62
MEDTRONIC PLC SHS(MDT)075,715+75,71506,2371.31%+6,237
DEERE CO(DE)2,5572,55709651,0220.21%+58
EATON CORP PLC(ETN)1,2501,343+932673230.07%+57
SERVICE CORP INTL COM(SCI)5,0005,00002863420.07%+57
BOSTON SCIENTIFIC CORP(BSX)11,27511,265-105956510.14%+56
INTUIT INC(INTU)520510-102663190.07%+53
VISA INC CL A SHRS(V)3,7143,484-2308549070.19%+53
META PLATFORMS INC CL A(META)2,4602,225-2357397880.17%+49
LOWES COS INC COM(LOW)3,1053,10506456910.14%+46
CSX CORP COM(CSX)11,34011,34003493930.08%+44
NEXTERA ENERGY INC COM(NEE)10,10010,170+705796180.13%+39
HONEYWELL INTL INC COM(HON)1,5521,55202873250.07%+39
SELECT SECTOR SPDR SPDR TR TE
ST STR TECHN ETF
1,3191,31902162540.05%+38
W R BERKLEY CORP4,9504,95003143500.07%+36
NVIDIA CORP COM(NVDA)56056002442770.06%+34
MCDONALDS CORP COM(MCD)1,3951,350-453674000.08%+33
ISHARES INC CORE MSCI EMERGI9,3219,412+914444760.10%+32
JOHNSON AND JOHNSON COM(JNJ)057,659+57,65909,0371.90%+9,037
OTIS WORLDWIDE CORP019,419+19,41901,7370.36%+1,737
GENERAL ELECTRIC(GE)1,9951,955-402212500.05%+29
MASTERCARD INC(MA)578604+262292580.05%+29
ISHARES MSCI EAFE SMALL CAP5,1385,054-842903130.07%+23
COCA COLA COMPANY(KO)72,03368,790-3,2434,0324,0540.85%+21
SHELL PLC(SHEL)3,5453,54502282330.05%+5
STRYKER CORP(SYK)1,0901,005-852983010.06%+3
ECOSPHERE TECH INC COM10,50010,5000000
TESLA INC990993+32482470.05%-1
CONSTELLATION BRANDS INC CL A(STZ)1,7201,783+634324310.09%-1
HOME DEPOT INC(HD)1,6261,378-2484914780.10%-14
PEPSICO INC(PEP)034,911+34,91105,9291.24%+5,929
AIR PRODS & CHEMS INC COM1,5681,56804444290.09%-15
WALMART INC COM(WMT)2,3972,332-653833680.08%-16
FEDEX CORP DELAWARE COM1,8141,81404814590.10%-22
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