$542 Million is the total value of Tufton Capital Management's 123 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BA | New | BOEING COMPANY | $266,000 | – | 1,244 | +100.0% | 0.05% | – |
| AMT | New | AMERICAN TOWER REIT INC (HLDG | $232,000 | – | 1,035 | +100.0% | 0.04% | – |
| SYK | New | STRYKER CORP | $234,000 | – | 955 | +100.0% | 0.04% | – |
| BLK | New | BLACKROCK INC | $232,000 | – | 322 | +100.0% | 0.04% | – |
| STZ | New | CONSTELLATION BRANDS INC | $230,000 | – | 1,050 | +100.0% | 0.04% | – |
| EFG | New | ISHARES TR MSCI EAFE GROWTHint | $211,000 | – | 2,100 | +100.0% | 0.04% | – |
| TSLA | New | TESLA INC | $211,000 | – | 300 | +100.0% | 0.04% | – |
| PJT | New | PJT PARTNERS INC | $206,000 | – | 2,750 | +100.0% | 0.04% | – |
| F | New | FORD MTR CO DEL COM PAR $0.01 | $108,000 | – | 12,350 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP COM | 42 | Q3 2023 | 6.4% |
| JPMORGAN CHASE & CO COM | 42 | Q3 2023 | 3.6% |
| TARGET CORP COM | 42 | Q3 2023 | 4.6% |
| EXXON MOBIL CORP COM | 42 | Q3 2023 | 4.5% |
| MERCK & CO INC NEW COM | 42 | Q3 2023 | 3.4% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 2.7% |
| PROCTER & GAMBLE CO COM | 42 | Q3 2023 | 2.7% |
| AUTOMATIC DATA PROCESSING INC | 42 | Q3 2023 | 3.4% |
| INTEL CORP COM | 42 | Q3 2023 | 3.1% |
| ABBVIE INC SHS | 42 | Q3 2023 | 3.2% |
View Tufton Capital Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-01-31 |
| 13F-HR/A | 2023-10-30 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-25 |
View Tufton Capital Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.