Townsend & Associates, Inc Q2 2018 Filing

Filed July 19, 2018

Portfolio Value

$89.1B

Holdings

159

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (159 positions)

#StockSharesValue% PortfolioType
1
LMTLOCKHEED MARTIN CORP
8,850$2.6B2.93%
2
MOALTRIA GROUP INC
43,556$2.5B2.78%
3
MSIMOTOROLA SOLUTIONS INC
20,119$2.3B2.63%
4
OGEOGE ENERGY CORP
63,818$2.2B2.52%
5
WPCW P CAREY INC
33,350$2.2B2.48%
6
LOWLOWES COS INC
23,134$2.2B2.48%
7
KHCKRAFT HEINZ CO
34,634$2.2B2.44%
8
AEPAMERICAN ELEC PWR INC
31,178$2.2B2.42%
9
RDS/AROYAL DUTCH SHELL PLC
31,156$2.2B2.42%
10
DEODIAGEO P L C
14,848$2.1B2.40%
11
TAT&T INC
66,462$2.1B2.39%
12
FFORD MTR CO DEL
189,064$2.1B2.35%
13
CMCDN IMPERIAL BK COMM TORONTO
23,345$2.0B2.28%
14
UPSUNITED PARCEL SERVICE INC
19,055$2.0B2.27%
15
MDLZMONDELEZ INTL INC
49,331$2.0B2.27%
16
JCIJOHNSON CTLS INTL PLC
58,855$2.0B2.21%
17
WMWASTE MGMT INC DEL
24,076$2.0B2.20%
18
JNJJOHNSON & JOHNSON
15,769$1.9B2.15%
19
DALDELTA AIR LINES INC DEL
38,100$1.9B2.12%
20
MMM3M CO
9,561$1.9B2.11%
21
WBAWALGREENS BOOTS ALLIANCE INC
31,324$1.9B2.11%
22
IGTINTERNATIONAL GAME TECHNOLOG
78,141$1.8B2.04%
23
RCLROYAL CARIBBEAN CRUISES LTD
17,109$1.8B1.99%
24
IVZINVESCO LTD
64,537$1.7B1.92%
25
IVWISHARES TR
8,967$1.5B1.64%
26
ONEQFIDELITY COMWLTH TR
4,938$1.5B1.63%
27
ITOTISHARES TR
23,022$1.4B1.61%
28
XELXCEL ENERGY INC
28,765$1.3B1.47%
29
AGGISHARES TR
11,152$1.2B1.33%
30
IJHISHARES TR
5,116$997.0M1.12%
31
IUSVISHARES TR
18,529$995.0M1.12%
32
CSGPCOSTAR GROUP INC
2,338$965.0M1.08%
33
TIFEURTIFFANY & CO NEW
7,056$929.0M1.04%
34
ADBEADOBE SYS INC
3,776$921.0M1.03%
35
CRMSALESFORCE COM INC
6,657$908.0M1.02%
36
EFAVISHARES TR
12,693$903.0M1.01%
37
ABBVABBVIE INC
9,665$895.0M1.00%
38
INTCINTEL CORP
17,555$873.0M0.98%
39
MCHPMICROCHIP TECHNOLOGY INC
9,413$856.0M0.96%
40
IJRISHARES TR
10,119$845.0M0.95%
41
VVISA INC
6,244$827.0M0.93%
42
UNHUNITEDHEALTH GROUP INC
3,321$815.0M0.91%
43
FDXFEDEX CORP
3,538$803.0M0.90%
44
METAFACEBOOK INC
4,077$792.0M0.89%
45
IJTISHARES TR
4,187$791.0M0.89%
46
AAPLAPPLE INC
4,204$778.0M0.87%
47
PVHPVH CORP
5,177$775.0M0.87%
48
IJKISHARES TR
3,413$767.0M0.86%
49
RSGREPUBLIC SVCS INC
11,076$757.0M0.85%
50
BKBANK NEW YORK MELLON CORP
13,452$725.0M0.81%
51
LUVSOUTHWEST AIRLS CO
14,081$716.0M0.80%
52
BRK/BBERKSHIRE HATHAWAY INC DEL
3,606$673.0M0.76%
53
GDGENERAL DYNAMICS CORP
3,591$669.0M0.75%
54
ALSALLSTATE CORP
7,144$652.0M0.73%
55
IPINTL PAPER CO
12,407$646.0M0.72%
56
ANAUTONATION INC
13,234$643.0M0.72%
57
IJJISHARES TR
3,911$634.0M0.71%
58
USBUS BANCORP DEL
12,487$625.0M0.70%
59
SBUXSTARBUCKS CORP
12,640$617.0M0.69%
60
SCZISHARES TR
7,979$501.0M0.56%
61
SHYGISHARES TR
10,522$491.0M0.55%
62
GVIISHARES TR
4,299$463.0M0.52%
63
KMBKIMBERLY CLARK CORP
4,393$463.0M0.52%
64
LQDISHARES TR
3,680$422.0M0.47%
65
HONHONEYWELL INTL INC
2,825$407.0M0.46%
66
HDVISHARES TR
3,863$328.0M0.37%
67
HRLHORMEL FOODS CORP
8,406$313.0M0.35%
68
BALLBALL CORP
7,121$253.0M0.28%
69
EVRGEVERGY INC
4,338$244.0M0.27%
70
HUBBHUBBELL INC
1,748$185.0M0.21%
71
UNPUNION PAC CORP
1,253$177.0M0.20%
72
COPCONOCOPHILLIPS
2,473$172.0M0.19%
73
XOMEXXON MOBIL CORP
1,920$159.0M0.18%
74
MCDMCDONALDS CORP
1,000$157.0M0.18%
75
SWKSTANLEY BLACK & DECKER INC
1,151$153.0M0.17%
76
RTN1USDRAYTHEON CO
752$145.0M0.16%
77
ITWILLINOIS TOOL WKS INC
1,031$143.0M0.16%
78
CPRTCOPART INC
2,511$142.0M0.16%
79
ALLIANZGI CONV & INCOME FD I
21,855$132.0M0.15%
80
KMXCARMAX INC
1,812$132.0M0.15%
81
LABORATORY CORP AMER HLDGS
705$127.0M0.14%
82
HDHOME DEPOT INC
647$126.0M0.14%
83
GOOGLALPHABET INC
110$124.0M0.14%
84
IJSISHARES TR
759$124.0M0.14%
85
ICEINTERCONTINENTAL EXCHANGE IN
1,650$121.0M0.14%
86
OPLNKAR AUCTION SVCS INC
2,185$120.0M0.13%
87
PSXPHILLIPS 66
1,073$120.0M0.13%
88
NUENUCOR CORP
1,907$119.0M0.13%
89
IQVIQVIA HLDGS INC
1,174$117.0M0.13%
90
CMCSACOMCAST CORP NEW
3,489$114.0M0.13%
91
LEALEAR CORP
610$113.0M0.13%
92
MRSHMARSH & MCLENNAN COS INC
1,361$112.0M0.13%
93
ALSNALLISON TRANSMISSION HLDGS I
2,737$111.0M0.12%
94
SUXSYNNEX CORP
1,117$108.0M0.12%
95
PCARPACCAR INC
1,735$107.0M0.12%
96
AONAON PLC
770$106.0M0.12%
97
AMATAPPLIED MATLS INC
2,278$105.0M0.12%
98
TMOTHERMO FISHER SCIENTIFIC INC
400$83.0M0.09%
99
BACVERIZON COMMUNICATIONS INC
1,656$83.0M0.09%
100
PEOADAM NAT RES FD INC
3,944$79.0M0.09%
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