Tufton Capital Management 13F 持仓 · 2026年Q2

Tufton Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 127 只证券，申报市值合计 5.96 亿美元。前几大持仓：GLW（6.16%）、GOOG（4.90%）、MSFT（4.54%）。本季前 25 大持仓中：新建仓 1 只、增持 1 只、减持 23 只。

排名	代码	公司	市值	占组合	股数	变动
1	GLW	CORNING INC COM	$36.7M	6.16%	143,707	减持
2	GOOG	ALPHABET INC CAP STK CL C	$29.2M	4.90%	82,589	减持
3	MSFT	MICROSOFT CORP COM	$27.1M	4.54%	72,618	增持
4	AAPL	APPLE INC COM	$27.0M	4.53%	93,351	减持
5	CAT	CATERPILLAR INC COM	$23.2M	3.90%	21,801	减持
6	JPM	JPMORGAN CHASE & CO COM	$22.9M	3.83%	69,812	减持
7	TJX	TJX COS INC NEW COM	$17.7M	2.97%	116,836	减持
8	AMZN	AMAZON COM INC COM	$15.9M	2.68%	66,916	减持
9	JNJ	JOHNSON & JOHNSON COM	$13.6M	2.28%	53,500	减持
10	ABBV	ABBVIE INC COM	$13.5M	2.26%	53,477	减持
11	RTX	RTX CORPORATION COM	$13.1M	2.20%	69,217	减持
12	BAC	BANK AMERICA CORP COM	$12.7M	2.13%	223,305	减持
13	MRK	MERCK & CO INC COM	$12.6M	2.12%	98,272	减持
14	QCOM	QUALCOMM INC COM	$11.7M	1.96%	63,264	减持
15	TSM	TAIWAN SEMICONDUCTOR MANUFACT	$11.3M	1.90%	23,757	减持
16	CB	CHUBB LTD SWITZ COM	$11.2M	1.89%	33,011	减持
17	XOM	EXXONMOBIL HLDGS CORP COM SHS	$11.2M	1.87%	81,728	新建仓
18	ADP	AUTOMATIC DATA PROCESSING INC	$11.1M	1.86%	49,619	减持
19	NSC	NORFOLK SOUTHN CORP COM	$10.4M	1.74%	32,919	减持
20	CVX	CHEVRON CORPORATION COM	$10.3M	1.72%	61,965	减持
21	EMR	EMERSON ELEC CO COM	$10.1M	1.70%	70,618	减持
22	WFC	WELLS FARGO & CO COM	$9.6M	1.61%	115,976	减持
23	LMT	LOCKHEED MARTIN CORP COM	$9.3M	1.56%	18,197	减持
24	PG	PROCTER & GAMBLE CO COM	$9.1M	1.53%	62,388	减持
25	NXPI	NXP SEMICONDUCTORS N V COM	$8.9M	1.49%	31,625	减持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR