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Portfolio (Quarterly) Guide ↗

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

· CIK 0000709089
13F Portfolio $312M AUM 195 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 59 Added 37 Reduced 4 Exited
Page 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RTX RTX CORPORATION Industrials 1,453.0 $276K 0.09% +89.0 +6.5% $189.71 +8.1%
42 ABBV ABBVIE INC Healthcare 1,065.0 $268K 0.09% +29.0 +2.8% $251.66 +3.3%
43 ETN EATON CORP PLC Industrials 613.0 $261K 0.08% +14.0 +2.3% $426.12 -8.3%
44 LHX L3HARRIS TECHNOLOGIES INC Industrials 888.0 $258K 0.08% +20.0 +2.3% $290.63 -9.3%
45 COP CONOCOPHILLIPS Energy 2,202.0 $229K 0.07% +155.0 +7.6% $103.97 +31.0%
46 NEE NEXTERA ENERGY INC Utilities 2,464.0 $216K 0.07% +17.0 +0.7% $87.77 -5.5%
47 XLI SELECT SECTOR SPDR TR 1,021.0 $189K 0.06% +66.0 +6.9% $185.23 -6.7%
48 FNDF SCHWAB STRATEGIC TR 3,317.0 $175K 0.06% +18.0 +0.6% $52.77 +4.7%
49 XLRE SELECT SECTOR SPDR TR 1,987.0 $87K 0.03% +1K +181.8% $44.02 +0.0%
50 XLB SELECT SECTOR SPDR TR 1,711.0 $87K 0.03% +171.0 +11.1% $50.83 +2.4%
51 IBDU ISHARES TR 3,247.0 $75K 0.02% +37.0 +1.1% $23.16 -1.1%
52 IBDV ISHARES TR 3,444.0 $75K 0.02% +38.0 +1.1% $21.80 -1.7%
53 ERTH INVESCO EXCHANGE TRADED FD T 1,475.0 $70K 0.02% +12.0 +0.8% $47.32 -4.5%
54 XLF SELECT SECTOR SPDR TR 1,252.0 $67K 0.02% +49.0 +4.1% $53.63 +6.7%
55 LQD ISHARES TR 444.0 $48K 0.02% +3.0 +0.7% $109.13 -3.6%
56 SCHZ SCHWAB STRATEGIC TR 2,058.0 $48K 0.01% +19.0 +0.9% $23.13 -2.2%
57 EFAV ISHARES TR 374.0 $33K 0.01% +2.0 +0.5% $87.70 +7.0%
58 MGK VANGUARD WORLD FD 305.0 $27K 0.01% +244.0 +400.0% $87.91 +1.3%
59 AGGY WISDOMTREE TR 219.0 $10K 0.00% +3.0 +1.4% $43.44 -2.3%
Page 3 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.8%
Technology 18.6%
Consumer Cyclical 15.0%
Industrials 12.5%
Healthcare 7.4%
Communication Services 5.7%
Consumer Defensive 5.3%
Energy 3.7%
Utilities 2.7%
Basic Materials 1.3%