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Portfolio (Quarterly) Guide ↗

Tufton Capital Management

· CIK 0001055963
13F Portfolio $596M AUM 127 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 19 Added 67 Reduced 7 Exited
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TROW PRICE T ROWE GROUP INC COM Financial Services 6,361.0 $723K 0.12% -350.0 -5.2% $113.66 -1.9%
62 PINS PINTEREST INC CL A Communication Services 24,215.0 $509K 0.09% -1K -4.3% $21.02 +11.3%
63 BSX BOSTON SCIENTIFIC CO Healthcare 8,727.0 $372K 0.06% -350.0 -3.9% $42.63 +18.2%
64 BLK BLACKROCK INC COM Financial Services 282.0 $271K 0.04% -30.0 -9.6% $960.99 +20.3%
65 FDX FEDEX CORP COM Industrials 750.0 $234K 0.04% -95.0 -11.2% $312.00 +4.2%
66 BROWN FORMAN CORP CL B 8,051.0 $214K 0.04% -724.0 -8.2% $26.58
67 MA MASTERCARD INCORPORATED CL A Financial Services 405.0 $208K 0.04% -20.0 -4.7% $513.58 +13.1%
Page 4 of 4  ·  67 positions

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 27.5%
Industrials 19.0%
Financial Services 14.1%
Healthcare 13.5%
Consumer Defensive 9.0%
Consumer Cyclical 7.3%
Communication Services 3.1%
Energy 2.3%
Real Estate 2.0%
Utilities 1.9%