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Portfolio (Quarterly)
Guide ↗
Towneley Capital Management, Inc / DE
·
CIK 0002004980
13F Portfolio
$509M AUM
46 positions
Filed Jul 30, 2026
EDGAR ↗
← All Funds
Q2 2026
Q1 2026
·
All
5 New
13 Added
9 Reduced
1 Exited
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
AAPL
APPLE INC
Technology
856
$217K
0.04%
SOLD
Sector Allocation
Financial Services
99.4%
Real Estate
0.6%