Tufton Capital Management
SEC Form 13F institutional filer · CIK 0001055963
13F-HR · 103 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
37.3%
Tufton Capital Management — $526K AUM allocation strategy
Tufton Capital Management files SEC Form 13F and reports $526K of long US equity value across 103 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 13.8%, followed by Industrials 11.6% and Financials 8.2%.
The top 10 holdings account for 37% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Tufton Capital Management — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$526K
total across 103 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
37% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$GLW −22K sh · +$5.9K−$DIS −17K sh · −$2.65K−$BAC −6.2K sh · −$1.76K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Diversified Banks6.1%—
- Integrated Oil & Gas5.4%—
- Systems Software5.0%—
- Pharmaceuticals4.8%—
- Aerospace & Defense4.7%—
- Interactive Media & Services4.6%—
- Technology Hardware, Storage & Peripherals4.6%—
- Electronic Components4.2%—
- Other holdings60.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 71.4K | $26.4K | -1.24K | 5.0% |
| $GOOGL | Alphabet Inc | 84.8K | $24.3K | -3.26K | 4.6% |
| $AAPL | Apple Inc | 95.5K | $24.2K | -5.13K | 4.6% |
| $GLW | Corning Incorporated | 162K | $22K | -22K | 4.2% |
| $JPM | JP Morgan Chase & Co | 71.2K | $20.9K | -1.87K | 4.0% |
| $TJX | TJX Companies Inc | 120K | $19.1K | -4.59K | 3.6% |
| $CAT | Caterpillar Inc | 24K | $17K | -744 | 3.2% |
| $XOM | ExxonMobil Holdings Corporation | 84.9K | $14.4K | -1.24K | 2.7% |
| $AMZN | Amazon.com Inc | 68.4K | $14.3K | -1.05K | 2.7% |
| $CVX | Chevron Corporation | 65.7K | $13.6K | -1.02K | 2.6% |
…and 93 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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