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Tufton Capital Management

Period ended Sep 30, 2026 · Latest filing Oct 20, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $583,393

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. MICROSOFT CORP COM · COM · 594918104 · shares: $36,811
  2. APPLE INC COM · COM · 037833100 · shares: $30,645
  3. ALPHABET INC CAP STK CL C · COM · 02079K107 · shares: $27,636
  4. JPMORGAN CHASE & CO COM · COM · 46625H100 · shares: $21,789
  5. CORNING INC COM · COM · 219350105 · shares: $21,269
  6. CATERPILLAR INC COM · COM · 149123101 · shares: $17,342
  7. AMAZON COM INC COM · COM · 023135106 · shares: $16,467
  8. TJX COS INC NEW COM · COM · 872540109 · shares: $15,318
  9. MERCK & CO INC COM · COM · 58933Y105 · shares: $14,121
  10. JOHNSON & JOHNSON COM · COM · 478160104 · shares: $14,031

Reported holdings

131 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
DIMENSIONAL ETF TRUST INTL CORINT25434V799 — 12,103 shares $455
DOW HLDGS INC COMCOM260557103 — 16,070 shares $442
INTUITIVE SURGICAL INC COM NEWCOM46120e602 — 1,085 shares $441
GOLDMAN SACHS GROUP INC COMCOM38141G104 — 470 shares $423
DIMENSIONAL ETF TRUST US HIGHCOM25434v831 — 10,067 shares $421
AIR PRODUCTS AND CHEMICALS INCCOM009158106 — 1,510 shares $420
PINTEREST INC CL ACOM72352L106 — 22,225 shares $419
HOME DEPOT INC COMCOM437076102 — 1,364 shares $388
BOSTON SCIENTIFIC COCOM101137107 — 8,427 shares $367
DIMENSIONAL ETF TRUST INTERNATINT25434V807 — 6,047 shares $337
ISHARES TR MSCI INTL MOMENTUMINT46434v449 — 6,205 shares $326
AMERICAN CENTY ETF TR AVANTISINT025072604 — 3,378 shares $317
AMERICAN CENTY ETF TR AVANTISCOM025072323 — 4,554 shares $314
BOEING CO COMCOM097023105 — 1,636 shares $304
SHELL PLC SPON ADSINT780259305 — 3,178 shares $302
BLACKROCK INC COMCOM09290D101 — 272 shares $287
VANGUARD INTL EQUITY INDEX FDSINT922042775 — 3,270 shares $271
FARMERS & MERCHANTS BANCORP INCOM30779N105 — 7,800 shares $270
DIMENSIONAL ETF TR DIMENSIONALINT25434v765 — 7,958 shares $268
VANGUARD INDEX FDS VANGUARD SMCOM922908751 — 934 shares $265
STRYKER CORPORATION COMCOM863667101 — 955 shares $262
UNITEDHEALTH GROUP INC COMCOM91324P102 — 650 shares $238
AMERIPRISE FINL INC COMCOM03076C106 — 455 shares $224
SPDR GOLD TR GOLD SHSCOM78463V107 — 555 shares $211
MASTERCARD INCORPORATED CL ACOM57636Q104 — 380 shares $209
MONGODB INC CL ACOM60937P106 — 600 shares $209
BROWN FORMAN CORP CL BCOM115637209 — 7,851 shares $205
TESLA INC COMCOM88160R101 — 579 shares $205
VANGUARD WORLD FD INF TECH ETFCOM92204A702 — 1,600 shares $201
ELUTIA INC CL A COMCOM05479K106 — 12,050 shares $9
ECOSPHERE TECHNOLOGIES INC COMCOM27922x105 — 10,500 shares $0