Institutions / Townsend & Associates, Inc

Townsend & Associates, Inc

CIK 1729359 · Institution · as of Dec 31, 2025
Portfolio value
$1.12B
Positions
115
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 115 →
CompanyClassValueShares% of portfolio
iShares Tr$68.85M624,3396.1%
iShares Tr$56.87M1,166,7215.1%
SPDR Gold Tr$45.14M106,6394.0%
Janus Detroit Str Tr$45.07M889,7254.0%
iShares MSCI UAE ETF$44.97M509,1844.0%
Nutrien Ltd$41.57M612,8423.7%
BHP Group LtdBHPADR$41.34M626,0813.7%
iShares Tr$38.66M304,6373.5%
iShares Tr$38.32M363,2953.4%
iShares Tr$37.62M513,0483.4%
Cohen & Steers ETF Trust$32.49M1,241,6272.9%
Warren E. Buffett$30.29M61,4902.7%
American International Group, Inc.$29.75M401,8852.7%
MYR Group Inc.$28.15M115,2652.5%
RTX Corp$27.40M137,1212.4%
Genco Shipping & Trading Ltd$25.37M1,276,3112.3%
AerCap Holdings N.V.$20.74M144,4271.9%
TotalEnergies SE$20.67M314,7331.8%
HCA Healthcare, Inc.$20.43M42,2381.8%
Generac Holdings Inc.$19.79M122,5721.8%
Snap-on Inc$19.38M53,3211.7%
Walt Disney Co$18.41M162,3041.6%
Walmart Inc.$18.21M152,7441.6%
TJX Cos Inc/The$18.16M116,3011.6%
McKesson Corp$17.68M20,9411.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.