Townsend & Associates, Inc Q1 2018 Filing

Filed April 17, 2018

Portfolio Value

$125.2B

Holdings

169

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (169 positions)

#StockSharesValue% PortfolioType
1
IJHISHARES TR
108,842$20.4B16.31%
2
IJSISHARES TR
74,963$11.3B9.03%
3
IVWISHARES TR
62,352$9.7B7.72%
4
LMTLOCKHEED MARTIN CORP
9,449$3.2B2.55%
5
MOALTRIA GROUP INC
42,102$2.6B2.10%
6
IPGINTERPUBLIC GROUP COS INC
105,421$2.4B1.94%
7
LOWLOWES COS INC
26,740$2.3B1.87%
8
TAT&T INC
65,586$2.3B1.87%
9
AEPAMERICAN ELEC PWR INC
33,445$2.3B1.83%
10
FFORD MTR CO DEL
202,135$2.2B1.79%
11
IGTINTERNATIONAL GAME TECHNOLOG
83,309$2.2B1.78%
12
OGEOGE ENERGY CORP
66,993$2.2B1.75%
13
WMWASTE MGMT INC DEL
25,880$2.2B1.74%
14
WPCW P CAREY INC
33,955$2.1B1.68%
15
MDLZMONDELEZ INTL INC
49,599$2.1B1.65%
16
DALDELTA AIR LINES INC DEL
37,503$2.1B1.64%
17
DEODIAGEO P L C
15,158$2.1B1.64%
18
KHCKRAFT HEINZ CO
32,894$2.0B1.64%
19
JNJJOHNSON & JOHNSON
15,738$2.0B1.61%
20
MMM3M CO
9,139$2.0B1.60%
21
MSIMOTOROLA SOLUTIONS INC
18,879$2.0B1.59%
22
UPSUNITED PARCEL SERVICE INC
18,851$2.0B1.58%
23
CMCDN IMPERIAL BK COMM TORONTO
22,140$2.0B1.56%
24
WBAWALGREENS BOOTS ALLIANCE INC
29,733$1.9B1.56%
25
IVZINVESCO LTD
60,489$1.9B1.55%
26
JCIJOHNSON CTLS INTL PLC
51,724$1.8B1.46%
27
XELXCEL ENERGY INC
28,584$1.3B1.04%
28
IJKISHARES TR
5,751$1.3B1.00%
29
IUSVISHARES TR
23,071$1.2B0.98%
30
IUSGISHARES TR
22,379$1.2B0.98%
31
ITOTISHARES TR
18,266$1.1B0.88%
32
EFAVISHARES TR
13,229$975.0M0.78%
33
ABBVABBVIE INC
9,000$852.0M0.68%
34
INTCINTEL CORP
16,118$839.0M0.67%
35
AGGISHARES TR
7,616$817.0M0.65%
36
CSGPCOSTAR GROUP INC
2,240$812.0M0.65%
37
MCHPMICROCHIP TECHNOLOGY INC
8,874$811.0M0.65%
38
FDXFEDEX CORP
3,368$809.0M0.65%
39
ADBEADOBE SYS INC
3,596$777.0M0.62%
40
PVHPVH CORP
4,890$741.0M0.59%
41
GDGENERAL DYNAMICS CORP
3,338$737.0M0.59%
42
CRMSALESFORCE COM INC
6,320$735.0M0.59%
43
VVISA INC
5,883$704.0M0.56%
44
RSGREPUBLIC SVCS INC
10,331$684.0M0.55%
45
SBUXSTARBUCKS CORP
11,673$676.0M0.54%
46
BRK/BBERKSHIRE HATHAWAY INC DEL
3,358$670.0M0.54%
47
UNHUNITEDHEALTH GROUP INC
3,132$670.0M0.54%
48
AAPLAPPLE INC
3,936$660.0M0.53%
49
TIFEURTIFFANY & CO NEW
6,656$650.0M0.52%
50
BKBANK NEW YORK MELLON CORP
12,536$646.0M0.52%
51
FCXFREEPORT-MCMORAN INC
36,290$638.0M0.51%
52
USBUS BANCORP DEL
12,487$631.0M0.50%
53
ALSALLSTATE CORP
6,586$624.0M0.50%
54
METAFACEBOOK INC
3,823$611.0M0.49%
55
IPINTL PAPER CO
11,410$610.0M0.49%
56
LQDISHARES TR
5,089$597.0M0.48%
57
ANAUTONATION INC
12,206$571.0M0.46%
58
SCZISHARES TR
8,239$537.0M0.43%
59
SHYGISHARES TR
11,145$521.0M0.42%
60
HDVISHARES TR
6,070$513.0M0.41%
61
BALLBALL CORP
12,293$488.0M0.39%
62
KMBKIMBERLY CLARK CORP
4,354$479.0M0.38%
63
IJJISHARES TR
2,683$415.0M0.33%
64
IJTISHARES TR
2,347$408.0M0.33%
65
HONHONEYWELL INTL INC
2,517$364.0M0.29%
66
WRUSDWESTAR ENERGY INC
4,338$228.0M0.18%
67
HRLHORMEL FOODS CORP
6,468$222.0M0.18%
68
GVIISHARES TR
1,997$216.0M0.17%
69
HUBBHUBBELL INC
1,736$211.0M0.17%
70
RTN1USDRAYTHEON CO
821$177.0M0.14%
71
SWKSTANLEY BLACK & DECKER INC
1,146$176.0M0.14%
72
MCDMCDONALDS CORP
1,000$156.0M0.12%
73
IJRISHARES TR
1,970$152.0M0.12%
74
CPRTCOPART INC
2,955$150.0M0.12%
75
COPCONOCOPHILLIPS
2,463$146.0M0.12%
76
XOMEXXON MOBIL CORP
1,903$142.0M0.11%
77
AMATAPPLIED MATLS INC
2,543$141.0M0.11%
78
ALLIANZGI CONV & INCOME FD I
21,207$126.0M0.10%
79
DLTRDOLLAR TREE INC
1,319$125.0M0.10%
80
AJGGALLAGHER ARTHUR J & CO
1,795$123.0M0.10%
81
HASHASBRO INC
1,397$118.0M0.09%
82
LABORATORY CORP AMER HLDGS
731$118.0M0.09%
83
NUENUCOR CORP
1,938$118.0M0.09%
84
PCARPACCAR INC
1,775$117.0M0.09%
85
GOOGLALPHABET INC
113$117.0M0.09%
86
BFHALLIANCE DATA SYSTEMS CORP
543$116.0M0.09%
87
CMCSACOMCAST CORP NEW
3,391$116.0M0.09%
88
HDHOME DEPOT INC
645$115.0M0.09%
89
CBRLCRACKER BARREL OLD CTRY STOR
707$113.0M0.09%
90
ITWILLINOIS TOOL WKS INC
722$113.0M0.09%
91
KMXCARMAX INC
1,812$112.0M0.09%
92
LCIILCI INDS
1,018$106.0M0.08%
93
TECH DATA CORP
1,235$105.0M0.08%
94
PSXPHILLIPS 66
1,066$102.0M0.08%
95
CNKCINEMARK HOLDINGS INC
2,686$101.0M0.08%
96
MRSHMARSH & MCLENNAN COS INC
1,163$96.0M0.08%
97
BACVERIZON COMMUNICATIONS INC
1,640$78.0M0.06%
98
PEOADAM NAT RES FD INC
3,924$71.0M0.06%
99
ONEQFIDELITY COMWLTH TR
249$69.0M0.06%
100
UNPUNION PAC CORP
422$57.0M0.05%
Page 1 of 2Next