Townsend & Associates, Inc Q1 2019 Filing

Filed April 8, 2019

Portfolio Value

$99.1B

Holdings

75

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (75 positions)

#StockSharesValue% PortfolioType
1
LMTLOCKHEED MARTIN CORP
13,325$4.0B4.04%
2
MOALTRIA GROUP INC
50,698$2.9B2.94%
3
AEPAMERICAN ELEC PWR CO INC
31,825$2.7B2.69%
4
LOWLOWES COS INC
24,027$2.6B2.65%
5
WMWASTE MGMT INC DEL
24,461$2.5B2.56%
6
MDLZMONDELEZ INTL INC
50,353$2.5B2.54%
7
DEODIAGEO P L C
15,101$2.5B2.49%
8
IVWISHARES TR
13,561$2.3B2.36%
9
CVXCHEVRON CORP NEW
18,442$2.3B2.29%
10
JNJJOHNSON & JOHNSON
16,159$2.3B2.28%
11
CBRLCRACKER BARREL OLD CTRY STOR
13,854$2.2B2.26%
12
TAT&T INC
70,965$2.2B2.25%
13
UPSUNITED PARCEL SERVICE INC
19,653$2.2B2.22%
14
USBUS BANCORP DEL
44,579$2.1B2.17%
15
OREALTY INCOME CORP
28,171$2.1B2.09%
16
RDS/AROYAL DUTCH SHELL PLC
32,670$2.0B2.06%
17
IFFINTERNATIONAL FLAVORS&FRAGRA
15,871$2.0B2.06%
18
RCLROYAL CARIBBEAN CRUISES LTD
17,698$2.0B2.05%
19
DALDELTA AIR LINES INC DEL
39,144$2.0B2.04%
20
WBAWALGREENS BOOTS ALLIANCE INC
31,935$2.0B2.04%
21
PFEPFIZER INC
46,757$2.0B2.00%
22
NOKNOKIA CORP
336,781$1.9B1.94%
23
CMCDN IMPERIAL BK COMM TORONTO
24,322$1.9B1.94%
24
IUSVISHARES TR
32,346$1.8B1.79%
25
FFORD MTR CO DEL
198,920$1.7B1.76%
26
ITOTISHARES TR
26,168$1.7B1.70%
27
CVSCVS HEALTH CORP
31,009$1.7B1.69%
28
XELXCEL ENERGY INC
28,738$1.6B1.63%
29
ONEQFIDELITY COMWLTH TR
5,232$1.6B1.60%
30
CSGPCOSTAR GROUP INC
2,949$1.4B1.39%
31
CRMSALESFORCE COM INC
8,377$1.3B1.34%
32
SBUXSTARBUCKS CORP
17,848$1.3B1.34%
33
VVISA INC
8,201$1.3B1.29%
34
ADBEADOBE INC
4,767$1.3B1.28%
35
INTCINTEL CORP
23,503$1.3B1.27%
36
RSGREPUBLIC SVCS INC
14,965$1.2B1.21%
37
UNHUNITEDHEALTH GROUP INC
4,409$1.1B1.10%
38
EAELECTRONIC ARTS INC
10,690$1.1B1.10%
39
AAPLAPPLE INC
5,626$1.1B1.08%
40
BRK/BBERKSHIRE HATHAWAY INC DEL
4,901$985.0M0.99%
41
LUVSOUTHWEST AIRLS CO
18,938$983.0M0.99%
42
METAFACEBOOK INC
5,807$968.0M0.98%
43
MCHPMICROCHIP TECHNOLOGY INC
11,666$968.0M0.98%
44
BKBANK NEW YORK MELLON CORP
19,039$960.0M0.97%
45
ALSALLSTATE CORP
10,123$953.0M0.96%
46
DISDISNEY WALT CO
8,200$910.0M0.92%
47
PVHPVH CORP
7,255$885.0M0.89%
48
HRLHORMEL FOODS CORP
19,465$871.0M0.88%
49
IJRISHARES TR
11,193$864.0M0.87%
50
GDGENERAL DYNAMICS CORP
5,078$860.0M0.87%
51
IPINTL PAPER CO
18,578$860.0M0.87%
52
IJTISHARES TR
4,808$858.0M0.87%
53
IJKISHARES TR
3,675$805.0M0.81%
54
IEMGISHARES INC
15,150$783.0M0.79%
55
FDXFEDEX CORP
4,280$776.0M0.78%
56
IJHISHARES TR
4,049$767.0M0.77%
57
IJJISHARES TR
4,884$767.0M0.77%
58
ANAUTONATION INC
20,122$719.0M0.73%
59
EFAVISHARES TR
9,815$707.0M0.71%
60
SLQDISHARES TR
14,004$706.0M0.71%
61
AGGISHARES TR
5,523$602.0M0.61%
62
SHYGISHARES TR
12,614$589.0M0.59%
63
KMBKIMBERLY CLARK CORP
4,513$559.0M0.56%
64
GVIISHARES TR
4,971$548.0M0.55%
65
SCZISHARES TR
8,469$486.0M0.49%
66
HONHONEYWELL INTL INC
2,856$454.0M0.46%
67
BALLBALL CORP
7,572$438.0M0.44%
68
FRIFIRST TR S&P REIT INDEX FD
13,890$346.0M0.35%
69
EVRGEVERGY INC
4,445$258.0M0.26%
70
HUBBHUBBELL INC
1,920$226.0M0.23%
71
LQDISHARES TR
1,846$220.0M0.22%
72
UNPUNION PACIFIC CORP
1,292$216.0M0.22%
73
MCDMCDONALDS CORP
1,101$209.0M0.21%
74
ALLIANZGI CONV INCOME FD II
24,050$138.0M0.14%
75
TRANSATLANTIC PETROLEUM LTD
20,500$18.0M0.02%