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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 9 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AGG ISHARES TR 52.0 $5K 0.00% NEW $99.88 -1.2%
162 VNQ VANGUARD INDEX FDS 57.0 $5K 0.00% NEW $88.49 +10.6%
163 QUAL ISHARES TR 21.0 $4K 0.00% NEW $199.90 +6.6%
164 IJT ISHARES TR 25.0 $4K 0.00% NEW $143.08 +19.2%
165 GOVT ISHARES TR 147.0 $3K 0.00% NEW $23.03 -1.4%
166 BIL SPDR SERIES TRUST 35.0 $3K 0.00% NEW $91.37 +0.2%
167 IJS ISHARES TR 22.0 $3K 0.00% NEW $113.73 +16.7%
168 SCHF SCHWAB STRATEGIC TR 70.0 $2K 0.00% NEW $24.04 +13.9%
169 IUSG ISHARES TR 7.0 $1K NEW $168.00 +8.9%
170 SHY ISHARES TR 11.0 $911.0 NEW $82.82 -1.0%
171 SPYD SPDR SERIES TRUST 13.0 $582.0 NEW $44.77 +6.4%
172 XLY SELECT SECTOR SPDR TR 4.0 $478.0 NEW $119.50 -4.8%
173 XLF SELECT SECTOR SPDR TR 7.0 $383.0 NEW $54.71 -1.5%
174 XLV SELECT SECTOR SPDR TR 2.0 $310.0 NEW $155.00 -1.8%
175 XLB SELECT SECTOR SPDR TR 6.0 $272.0 NEW $45.33 +12.2%
176 SPHQ INVESCO EXCHANGE TRADED FD T 3.0 $225.0 NEW $75.00 +15.9%
Page 9 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%