Portfolio (Quarterly)
Guide ↗
Tufton Capital Management
· CIK 0001055963| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | HSY | HERSHEY CO COM | Consumer Defensive | 989.0 | $205K | 0.04% | NEW | — | $207.28 | -13.6% |
| 42 | AMP | AMERIPRISE FINL INC COM | Financial Services | 455.0 | $202K | 0.04% | NEW | — | $443.96 | +2.0% |
| 43 | FMAO | FARMERS & MERCHANTS BANCORP IN | Financial Services | 7,800.0 | $200K | 0.04% | NEW | — | $25.64 | +18.8% |
| 44 | — | ELUTIA INC CL A COM | — | 14,550.0 | $15K | 0.00% | NEW | — | $1.03 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
21.1%
Industrials
17.1%
Healthcare
13.6%
Financial Services
13.1%
Consumer Defensive
8.9%
Communication Services
7.7%
Consumer Cyclical
7.5%
Energy
6.3%
Utilities
2.1%
Real Estate
2.1%