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Portfolio (Quarterly) Guide ↗

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

· CIK 0000709089
13F Portfolio $284M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 176 New
Page 4 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GPIQ GOLDMAN SACHS ETF TR 17,311.0 $915K 0.32% NEW $52.87 +9.0%
62 RSP INVESCO EXCHANGE TRADED FD T 4,623.0 $886K 0.31% NEW $191.58 +9.7%
63 VTV VANGUARD INDEX FDS 4,578.0 $874K 0.31% NEW $190.99 +13.9%
64 SCHB SCHWAB STRATEGIC TR 31,866.0 $836K 0.29% NEW $26.23 +8.6%
65 SCHM SCHWAB STRATEGIC TR 26,431.0 $795K 0.28% NEW $30.07 +18.6%
66 IEMG ISHARES INC 11,776.0 $792K 0.28% NEW $67.22 +20.9%
67 EFA ISHARES TR 7,787.0 $748K 0.26% NEW $96.03 +6.3%
68 FNDA SCHWAB STRATEGIC TR 23,541.0 $742K 0.26% NEW $31.51 +17.2%
69 IVV ISHARES TR 1,054.0 $722K 0.25% NEW $684.63 +8.0%
70 CAT CATERPILLAR INC Industrials 1,250.0 $716K 0.25% NEW $572.87 +70.1%
71 NFLX NETFLIX INC Communication Services 7,260.0 $681K 0.24% NEW $93.76 -22.0%
72 GLW CORNING INC Technology 7,733.0 $677K 0.24% NEW $87.56 +120.9%
73 IBM INTERNATIONAL BUSINESS MACHS Technology 2,277.0 $674K 0.24% NEW $296.21 -12.4%
74 IWN ISHARES TR 3,485.0 $632K 0.22% NEW $181.23 +20.1%
75 VUG VANGUARD INDEX FDS 1,267.0 $618K 0.22% NEW $488.05 -82.7%
76 MRK MERCK & CO INC Healthcare 5,712.0 $601K 0.21% NEW $105.27 +15.3%
77 VBR VANGUARD INDEX FDS 2,800.0 $593K 0.21% NEW $211.78 +13.1%
78 SPGI S&P GLOBAL INC Financial Services 1,127.0 $589K 0.21% NEW $522.59 -23.6%
79 SPLV INVESCO EXCH TRADED FD TR II 7,965.0 $569K 0.20% NEW $71.42 +4.5%
80 SCHA SCHWAB STRATEGIC TR 19,590.0 $558K 0.20% NEW $28.48 +22.1%
Page 4 of 9  ·  176 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 28.1%
Technology 21.7%
Consumer Cyclical 14.8%
Industrials 10.5%
Healthcare 8.0%
Communication Services 5.5%
Consumer Defensive 5.0%
Energy 3.2%
Utilities 2.2%
Basic Materials 1.2%