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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 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM INTERNATIONAL BUSINESS MACHS Technology 2,239.0 $543K 0.20% -38.0 -1.7% $242.42 +9.3%
22 ROP ROPER TECHNOLOGIES INC Industrials 1,529.0 $541K 0.20% -731.0 -32.4% $353.86 -6.9%
23 SPLV INVESCO EXCH TRADED FD TR II 6,671.0 $488K 0.18% -1K -16.2% $73.14 +1.5%
24 SCHA SCHWAB STRATEGIC TR 16,291.0 $474K 0.17% -3K -16.8% $29.08 +19.8%
25 VUG VANGUARD INDEX FDS 1,063.0 $464K 0.17% -204.0 -16.1% $436.68 -80.7%
26 PM PHILIP MORRIS INTL INC Consumer Defensive 2,349.0 $388K 0.14% -313.0 -11.8% $165.31 +8.1%
27 VOT VANGUARD INDEX FDS 1,443.0 $371K 0.13% -288.0 -16.6% $257.32 +16.8%
28 SPSM SPDR SERIES TRUST 4,896.0 $237K 0.09% -399.0 -7.5% $48.32 +14.9%
29 LRGE LEGG MASON ETF INVT 3,083.0 $232K 0.08% -227.0 -6.9% $75.21 +10.4%
30 QCLN FIRST TR EXCHANGE-TRADED FD 4,537.0 $211K 0.08% -130.0 -2.8% $46.47 +31.6%
31 XVV ISHARES TR 3,996.0 $197K 0.07% -519.0 -11.5% $49.22 +13.5%
32 FNDE SCHWAB STRATEGIC TR 2,073.0 $79K 0.03% -120.0 -5.5% $38.26 +5.1%
33 ERTH INVESCO EXCHANGE TRADED FD T 1,463.0 $69K 0.03% -131.0 -8.2% $47.40 -0.6%
34 PHO INVESCO EXCHANGE TRADED FD T 949.0 $63K 0.02% -84.0 -8.1% $66.83 -0.3%
35 EFAV ISHARES TR 372.0 $34K 0.01% -108.0 -22.5% $91.49 -5.0%
Page 2 of 2  ·  35 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%