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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 7 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ASML ASML HOLDING N V Technology 194.0 $208K 0.07% NEW $1069.86 +64.8%
122 TSLA TESLA INC Consumer Cyclical 457.0 $206K 0.07% NEW $449.72 -16.5%
123 RAFE PIMCO EQUITY SER 4,815.0 $202K 0.07% NEW $41.99 +13.0%
124 IHDG WISDOMTREE TR 4,014.0 $195K 0.07% NEW $48.66 +7.6%
125 IWS ISHARES TR 1,182.0 $167K 0.06% NEW $141.04 +15.7%
126 FNDF SCHWAB STRATEGIC TR 3,299.0 $149K 0.05% NEW $45.21 +15.7%
127 NZUS SPDR SERIES TRUST 3,933.0 $141K 0.05% NEW $35.96 +5.4%
128 BLUE OWL CAPITAL CORPORATION 11,075.0 $138K 0.05% NEW $12.43
129 VB VANGUARD INDEX FDS 501.0 $129K 0.05% NEW $258.05 +15.2%
130 IYW ISHARES TR 607.0 $121K 0.04% NEW $199.68 +21.3%
131 IVW ISHARES TR 950.0 $117K 0.04% NEW $123.26 +8.2%
132 FNDX SCHWAB STRATEGIC TR 3,906.0 $106K 0.04% NEW $27.21 +13.4%
133 IJJ ISHARES TR 725.0 $95K 0.03% NEW $131.59 +10.7%
134 XLU SELECT SECTOR SPDR TR 2,209.0 $94K 0.03% NEW $42.70 +6.7%
135 ITOT ISHARES TR 627.0 $93K 0.03% NEW $148.69 +8.3%
136 IJK ISHARES TR 830.0 $80K 0.03% NEW $96.88 +18.6%
137 FNDE SCHWAB STRATEGIC TR 2,193.0 $79K 0.03% NEW $36.06 +10.0%
138 ERTH INVESCO EXCHANGE TRADED FD T 1,594.0 $75K 0.03% NEW $47.19 -0.5%
139 PHO INVESCO EXCHANGE TRADED FD T 1,033.0 $73K 0.03% NEW $70.42 -3.6%
140 IYY ISHARES TR 400.0 $66K 0.02% NEW $165.81 +7.8%
Page 7 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%