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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 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHD SCHWAB STRATEGIC TR 57,230.0 $1.8M 0.58% $31.71 +9.8%
42 CHRW C H ROBINSON WORLDWIDE IN Industrials 9,459.0 $1.8M 0.57% -86.0 -0.9% $188.34 -21.5%
43 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,378.0 $1.8M 0.57% +12.0 +0.5% $746.69 +2.0%
44 SCHX SCHWAB STRATEGIC TR 58,921.0 $1.7M 0.56% -1K -2.0% $29.43 +2.0%
45 IWF ISHARES TR 13,925.0 $1.7M 0.55% +10K +298.3% $124.17 -2.4%
46 AFL AFLAC INC Financial Services 14,663.0 $1.7M 0.55% -334.0 -2.2% $117.25 -1.0%
47 USMV ISHARES TR 17,727.0 $1.7M 0.55% $96.46 +4.8%
48 ZTS ZOETIS INC Healthcare 23,151.0 $1.7M 0.53% -2K -9.3% $71.86 +7.5%
49 VIG VANGUARD SPECIALIZED FUNDS 6,981.0 $1.7M 0.53% $236.63 +1.9%
50 JNJ JOHNSON & JOHNSON Healthcare 6,418.0 $1.6M 0.52% +39.0 +0.6% $253.96 +6.8%
51 AMGN AMGEN INC Healthcare 4,405.0 $1.6M 0.51% -188.0 -4.1% $362.12 +21.0%
52 MCD MCDONALDS CORP Consumer Cyclical 5,277.0 $1.4M 0.46% $270.31 -3.4%
53 RSP INVESCO EXCHANGE TRADED FD T 6,585.0 $1.4M 0.45% +2K +43.9% $212.77 +2.3%
54 PG PROCTER & GAMBLE CO Consumer Defensive 9,329.0 $1.4M 0.44% +157.0 +1.7% $146.64 -0.3%
55 HD HOME DEPOT INC Consumer Cyclical 3,786.0 $1.3M 0.43% -176.0 -4.4% $352.72 -9.3%
56 IWO ISHARES TR 3,380.0 $1.3M 0.43% -56.0 -1.6% $393.95 -5.7%
57 XLK SELECT SECTOR SPDR TR 6,360.0 $1.2M 0.39% +1K +28.6% $190.53 -3.6%
58 KO COCA COLA CO Consumer Defensive 14,716.0 $1.2M 0.38% +237.0 +1.6% $81.27 +8.3%
59 IJR ISHARES TR 7,978.0 $1.2M 0.38% $148.32 -3.6%
60 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,183.0 $1.2M 0.37% $223.95 +26.6%
Page 3 of 10  ·  195 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%