Portfolio (Quarterly)
Guide ↗
Tufton Capital Management
· CIK 0001055963| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | — | BROWN FORMAN CORP CL B | — | 8,051.0 | $214K | 0.04% | -724.0 | -8.2% | $26.58 | — |
| 122 | AMP | AMERIPRISE FINL INC COM | Financial Services | 455.0 | $208K | 0.04% | — | — | $457.14 | +21.5% |
| 123 | MA | MASTERCARD INCORPORATED CL A | Financial Services | 405.0 | $208K | 0.04% | -20.0 | -4.7% | $513.58 | +13.1% |
| 124 | GLD | SPDR GOLD TR GOLD SHS | Financial Services | 555.0 | $204K | 0.03% | — | — | $367.57 | +15.2% |
| 125 | MDB | MONGODB INC CL A | Technology | 600.0 | $201K | 0.03% | NEW | — | $335.00 | +28.6% |
| 126 | — | ELUTIA INC CL A COM | — | 14,550.0 | $14K | 0.00% | — | — | $0.96 | — |
| 127 | — | ECOSPHERE TECHNOLOGIES INC COM | — | 10,500.0 | — | — | — | — | — | — |
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
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%