test

Charles Meyer

@Tufton Capital Management

Latest period2024 - Q3ReportedManaged Assets$533.423MTotal holdings121
Assets growth rate3.74%Assets growth rate (2-Q avg)2.37%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Tufton Capital Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 121 positions.

Assets under management

The assets under management (AUM) of Tufton Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 533.423M in assets, with a quarterly growth rate of 3.74% and a 2-quarter average growth rate of 2.37%. The portfolio is managed by Charles Meyer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BABoeing Co
Recent Activity
Exited
0%
$504,713
2,773 shares@ $182.01 avg price
SCZIshares Msci Eafe Small Cap
Recent Activity
Exited
0%
$273,496
4,437 shares@ $61.64 avg price
SOLVSolventum Corp
Recent Activity
Exited
0%
$261,280
4,941 shares@ $52.88 avg price
VFCV F Corporation
Recent Activity
Exited
0%
$159,772
11,835 shares@ $13.5 avg price