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Portfolio (Quarterly) Guide ↗

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

· CIK 0000709089
13F Portfolio $277M AUM 187 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 82 Added 35 Reduced 4 Exited
Page 5 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BIL SPDR SERIES TRUST 43.0 $4K 0.00% +8.0 +22.9% $91.65 -0.1%
82 SPYD SPDR SERIES TRUST 14.0 $619.0 +1.0 +7.7% $44.21 +7.7%
Page 5 of 5  ·  82 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 27.1%
Technology 15.3%
Consumer Cyclical 15.2%
Industrials 12.5%
Healthcare 8.3%
Communication Services 6.4%
Consumer Defensive 6.1%
Energy 4.8%
Utilities 3.0%
Basic Materials 1.3%