Townsend & Associates, Inc - Portfolio overview

Townsend & Associates, Inc has 119 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Basic Materials.

Largest reported holdings by portfolio allocation

1. SHV - ISHARES TR, 5.89%
2. ISTB - ISHARES TR, 4.84%
3. BHP - BHP BILLITON LIMITED, 4.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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