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Portfolio (Quarterly) Guide ↗

Tufton Capital Management

· CIK 0001055963
13F Portfolio $550M AUM 126 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 44 New 11 Added 50 Reduced 4 Exited
Page 7 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BX BLACKSTONE INC COM Financial Services 1,784.0 $205K 0.04% -75.0 -4.0% $114.91 +0.4%
122 HSY HERSHEY CO COM Consumer Defensive 989.0 $205K 0.04% NEW $207.28 -13.6%
123 AMP AMERIPRISE FINL INC COM Financial Services 455.0 $202K 0.04% NEW $443.96 +2.0%
124 FMAO FARMERS & MERCHANTS BANCORP IN Financial Services 7,800.0 $200K 0.04% NEW $25.64 +18.8%
125 ELUTIA INC CL A COM 14,550.0 $15K 0.00% NEW $1.03
126 ECOSPHERE TECHNOLOGIES INC COM 10,500.0
Page 7 of 7  ·  126 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 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%