Tufton Capital Management
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC. CLASS C | 88,837 | 88,091 | -746 | 21,636 | 27,643 | +6,007 |
| CATERPILLAR INC | 24,915 | 24,701 | -214 | 11,888 | 14,150 | +2,262 |
| CHESAPEAKE UTILS CORP COM | 71,250 | 94,554 | +23,304 | 9,596 | 11,796 | +2,200 |
| MERCK & CO. INC. | 101,182 | 100,265 | -917 | 8,492 | 10,553 | +2,061 |
| ELI LILLY AND CO | 5,732 | 5,889 | +157 | 4,373 | 6,328 | +1,955 |
| APPLE INC COM | 100,130 | 100,588 | +458 | 25,496 | 27,345 | +1,849 |
| ALPHABET INC CAP STK CL A | 22,864 | 22,649 | -215 | 5,558 | 7,089 | +1,531 |
| QNITY ELECTRONICS INC COM | 0 | 17,412 | +17,412 | 0 | 1,421 | +1,421 |
| AMAZON COM INC COM | 67,683 | 69,478 | +1,795 | 14,861 | 16,036 | +1,175 |
| JOHNSON & JOHNSON | 55,363 | 55,015 | -348 | 10,265 | 11,385 | +1,120 |
| RTX CORP | 72,060 | 71,463 | -597 | 12,057 | 13,106 | +1,049 |
| WELLS FARGO & CO | 120,683 | 119,523 | -1,160 | 10,115 | 11,139 | +1,024 |
| CHUBB LTD COM | 34,446 | 34,142 | -304 | 9,722 | 10,656 | +934 |
| TJX COMPANIES INC | 125,684 | 124,104 | -1,580 | 18,166 | 19,063 | +897 |
| BANK OF AMERICA CORP | 233,967 | 232,597 | -1,370 | 12,070 | 12,792 | +722 |
| CAPITAL ONE FINL CORP COM | 17,457 | 18,184 | +727 | 3,711 | 4,407 | +696 |
| NETFLIX INC COM | 0 | 7,410 | +7,410 | 0 | 694 | +694 |
| PRICE T ROWE GROUP INC COM | 0 | 6,711 | +6,711 | 0 | 687 | +687 |
| CORNING INC | 188,043 | 183,819 | -4,224 | 15,425 | 16,095 | +670 |
| DANAHER CORP | 28,857 | 27,915 | -942 | 5,721 | 6,390 | +669 |
| EXXON MOBIL CORP | 87,352 | 86,132 | -1,220 | 9,848 | 10,365 | +517 |
| SELECT SECTOR SPDR TR STATE ST | 0 | 2,906 | +2,906 | 0 | 418 | +418 |
| VANGUARD FTSE DEVELOPED MARKET | 12,851 | 17,681 | +4,830 | 770 | 1,104 | +334 |
| QUALCOMM INC | 68,506 | 68,312 | -194 | 11,396 | 11,684 | +288 |
| TARGET CORP | 68,630 | 65,801 | -2,829 | 6,156 | 6,432 | +276 |
| BRISTOL-MYERS SQUIBB | 71,725 | 64,828 | -6,897 | 3,234 | 3,496 | +262 |
| BOEING CO | 0 | 1,176 | +1,176 | 0 | 255 | +255 |
| MONGO DB INC | 0 | 600 | +600 | 0 | 251 | +251 |
| SPDR GOLD TRUST | 0 | 555 | +555 | 0 | 219 | +219 |
| CISCO SYSTEMS INC | 37,778 | 36,354 | -1,424 | 2,584 | 2,800 | +216 |
| MCCORMICK & CO INC COM VTG | 0 | 3,136 | +3,136 | 0 | 213 | +213 |
| UNITED PARCEL SRVC CLASS B | 55,497 | 48,850 | -6,647 | 4,635 | 4,845 | +210 |
| TAIWAN SEMICONDUCTR F SPONSORE | 27,156 | 25,645 | -1,511 | 7,584 | 7,793 | +209 |
| SALESFORCE COM INC | 0 | 760 | +760 | 0 | 201 | +201 |
| JPMORGAN CHASE & CO. COM | 73,999 | 73,045 | -954 | 23,341 | 23,536 | +195 |
| INTL BUSINESS MACHINES CORP I | 27,123 | 26,433 | -690 | 7,653 | 7,829 | +176 |
| COCA COLA COMPANY | 61,148 | 60,219 | -929 | 4,055 | 4,209 | +154 |
| AMERICAN EXPRESS CO COM | 4,513 | 4,448 | -65 | 1,499 | 1,645 | +146 |
| ISHARES CORE S&P 500 ETF | 7,240 | 7,263 | +23 | 4,845 | 4,974 | +129 |
| PNC FINCL SERVICES GROUP | 9,019 | 9,257 | +238 | 1,812 | 1,932 | +120 |
| SPDR DOW JONES INDL AVERAGE ET | 8,727 | 8,671 | -56 | 4,047 | 4,167 | +120 |
| ELEVANCE HEALTH INC COM | 4,124 | 4,124 | 0 | 1,332 | 1,445 | +113 |
| INTEL CORP | 61,925 | 59,374 | -2,551 | 2,077 | 2,190 | +113 |
| 3M CO | 30,645 | 30,401 | -244 | 4,755 | 4,867 | +112 |
| SCHLUMBERGER LTD | 20,396 | 20,459 | +63 | 701 | 785 | +84 |
| EMERSON ELECTRIC CO | 72,974 | 72,718 | -256 | 9,572 | 9,651 | +79 |
| PEPSICO INC | 30,348 | 30,198 | -150 | 4,262 | 4,334 | +72 |
| INTUITIVE SURGICAL INC NEW | 1,288 | 1,121 | -167 | 576 | 634 | +58 |
| ISHARES TR CORE MSCI EAFE ETF | 18,687 | 18,853 | +166 | 1,631 | 1,686 | +55 |
| WALMART INC COM | 7,318 | 7,249 | -69 | 754 | 807 | +53 |
| NEXTERA ENERGY INC COM | 9,700 | 9,700 | 0 | 732 | 778 | +46 |
| BLACKSTONE INC | 1,422 | 1,859 | +437 | 242 | 286 | +44 |
| DEERE CO | 2,536 | 2,582 | +46 | 1,159 | 1,202 | +43 |
| VANGUARD INTL EQUITY INDEX FDS | 19,694 | 20,658 | +964 | 1,067 | 1,110 | +43 |
| GOLDMAN SACHS GROUP INC COM | 475 | 475 | 0 | 378 | 417 | +39 |
| GE VERNOVA INC COM | 623 | 623 | 0 | 383 | 407 | +24 |
| GE AEROSPACE COM NEW | 2,425 | 2,425 | 0 | 729 | 747 | +18 |
| ISHARES TR NORTH AMERN TECH ET | 5,575 | 5,575 | 0 | 702 | 720 | +18 |
| VISA INC CLASS A | 2,956 | 2,930 | -26 | 1,009 | 1,027 | +18 |
| INVESCO QQQ TR SER 1 | 601 | 616 | +15 | 361 | 378 | +17 |
| ISHARES CORE S&P SMALL-CAP ETF | 7,637 | 7,683 | +46 | 907 | 923 | +16 |
| ISHARES CORE S&P MID-CAP ETF | 17,458 | 17,383 | -75 | 1,139 | 1,147 | +8 |
| ISHARES INC CORE MSCI EMERGI | 11,382 | 11,274 | -108 | 750 | 757 | +7 |
| VANGUARD FTSE ALL WORLD EX US | 3,270 | 3,270 | 0 | 233 | 240 | +7 |
| TESLA INC COM | 570 | 570 | 0 | 253 | 256 | +3 |
| CSX CORP COM | 11,108 | 10,940 | -168 | 394 | 396 | +2 |
| ECOSPHERE TECHNOLOGIES INC COM | 10,500 | 10,500 | 0 | 0 | 0 | 0 |
| SHELL PLC | 3,194 | 3,100 | -94 | 228 | 227 | -1 |
| ELUTIA INC | 13,700 | 14,550 | +850 | 12 | 10 | -2 |
| MCDONALDS CORP COM | 1,216 | 1,196 | -20 | 369 | 365 | -4 |
| STRYKER CORP | 959 | 955 | -4 | 354 | 335 | -19 |
| OTIS WORLDWIDE CORP | 15,111 | 15,533 | +422 | 1,381 | 1,356 | -25 |
| UNION PAC CORP COM | 2,745 | 2,695 | -50 | 648 | 623 | -25 |
| FEDEX CORP | 1,185 | 870 | -315 | 279 | 251 | -28 |
| AMERIPRISE FINANCIAL, INC | 530 | 455 | -75 | 260 | 223 | -37 |
| AIR PRODS & CHEMS INC COM | 1,510 | 1,510 | 0 | 411 | 373 | -38 |
| HONEYWELL INTL INC COM | 1,653 | 1,565 | -88 | 347 | 305 | -42 |
| MASTERCARD INC CLASS A | 515 | 435 | -80 | 292 | 248 | -44 |
| BERKSHIRE HATHAWAY INC DEL CL | 7,419 | 7,319 | -100 | 3,729 | 3,678 | -51 |
| W R BERKLEY CORP | 7,425 | 7,385 | -40 | 568 | 517 | -51 |
| INTUIT INC | 549 | 484 | -65 | 374 | 320 | -54 |
| LOWES COS INC COM | 3,005 | 2,905 | -100 | 755 | 700 | -55 |
| SPDR S&P 500 ETF TR TR UNIT | 4,516 | 4,312 | -204 | 3,008 | 2,940 | -68 |
| EATON CORP PLC | 1,325 | 1,325 | 0 | 495 | 422 | -73 |
| ENTERPRISE PRODS PART LP | 87,737 | 83,046 | -4,691 | 2,743 | 2,662 | -81 |
| MEDTRONIC PLC SHS | 66,829 | 65,366 | -1,463 | 6,364 | 6,279 | -85 |
| HOME DEPOT INC | 1,364 | 1,356 | -8 | 552 | 466 | -86 |
| COLGATE-PALMOLIVE CO | 24,558 | 23,618 | -940 | 1,963 | 1,866 | -97 |
| BLACKROCK INC | 377 | 312 | -65 | 439 | 333 | -106 |
| ALTRIA GROUP INC | 9,796 | 9,380 | -416 | 647 | 540 | -107 |
| BOSTON SCIENTIFIC CO | 10,216 | 9,177 | -1,039 | 997 | 875 | -122 |
| SPDR S&P DIVIDEND ETF | 12,295 | 11,365 | -930 | 1,721 | 1,581 | -140 |
| MC CORMICK & CO INC | 33,314 | 30,608 | -2,706 | 2,229 | 2,084 | -145 |
| SYSCO CORP COM | 14,568 | 14,148 | -420 | 1,199 | 1,042 | -157 |
| PHILIP MORRIS INTL | 41,128 | 40,549 | -579 | 6,670 | 6,504 | -166 |
| CHIPOTLE MEXICAN GRILL | 31,930 | 28,980 | -2,950 | 1,251 | 1,072 | -179 |
| CHEVRON CORP | 66,667 | 66,697 | +30 | 10,352 | 10,165 | -187 |
| ARM HOLDINGS PLC | 4,675 | 4,049 | -626 | 661 | 442 | -219 |
| ABBVIE INC | 55,400 | 55,092 | -308 | 12,827 | 12,588 | -239 |
| META PLATFORMS INC CL A | 2,462 | 2,324 | -138 | 1,808 | 1,534 | -274 |