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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 9 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PRF INVESCO EXCHANGE TRADED FD T 960.0 $46K 0.02% $47.53 +12.5%
162 EFAV ISHARES TR 372.0 $34K 0.01% -108.0 -22.5% $91.49 -5.0%
163 XLRE SELECT SECTOR SPDR TR 705.0 $29K 0.01% NEW $40.81 +9.4%
164 IVE ISHARES TR 123.0 $26K 0.01% $211.15 +7.1%
165 PBW INVESCO EXCHANGE TRADED FD T 740.0 $23K 0.01% $31.58 +23.2%
166 MGK VANGUARD WORLD FD 61.0 $22K 0.01% $367.44 -76.7%
167 VOE VANGUARD INDEX FDS 53.0 $10K 0.00% $184.28 +7.0%
168 AGGY WISDOMTREE TR 216.0 $9K 0.00% +2.0 +0.9% $43.53 -0.0%
169 IBB ISHARES TR 52.0 $9K 0.00% $168.37 +5.8%
170 IEF ISHARES TR 91.0 $9K 0.00% $95.44 -1.4%
171 SPHD INVESCO EXCH TRADED FD TR II 150.0 $7K 0.00% $49.61 +2.1%
172 VV VANGUARD INDEX FDS 24.0 $7K 0.00% $298.83 +13.3%
173 AGG ISHARES TR 70.0 $7K 0.00% +18.0 +34.6% $99.27 -0.6%
174 MTUM ISHARES TR 29.0 $7K 0.00% NEW $236.45 +39.5%
175 SCHR SCHWAB STRATEGIC TR 242.0 $6K 0.00% $24.91 -1.3%
176 VNQ VANGUARD INDEX FDS 57.0 $5K 0.00% $88.70 +10.3%
177 QUAL ISHARES TR 21.0 $4K 0.00% $193.14 +10.3%
178 BIL SPDR SERIES TRUST 43.0 $4K 0.00% +8.0 +22.9% $91.65 -0.1%
179 IJT ISHARES TR 25.0 $4K 0.00% $146.92 +16.1%
180 GOVT ISHARES TR 147.0 $3K 0.00% $22.91 -0.9%
Page 9 of 10  ·  187 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%