Townsend & Associates, Inc Q3 2023 Filing

Filed November 1, 2023

Portfolio Value

$473.6T

Holdings

98

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (98 positions)

#StockSharesValue% PortfolioType
1
IUSVISHARES TR
457,268$32.7M0.00%
2
HDVISHARES TR
348,342$32.7M0.00%
3
SHVISHARES TR
253,699$28.0M0.00%
4
ISTBISHARES TR
510,645$23.6M0.00%
5
EFVISHARES TR
454,644$21.2M0.00%
6
LQDISHARES TR
172,490$17.2M0.00%
7
AIGAMERICAN INTL GROUP INC
270,902$16.1M0.00%
8
TLTISHARES TR
189,314$16.0M0.00%
9
GQ9SPDR GOLD TR
73,084$13.6M0.00%
10
PFFISHARES TR
396,294$11.3M0.00%
11
IAU*ISHARES GOLD TR
258,338$9.8M0.00%
12
MHKMOHAWK INDS INC
125,190$9.6M0.00%
13
NOMDNOMAD FOODS LTD
693,791$9.4M0.00%
14
TTENTOTALENERGIES SE
139,078$9.2M0.00%
15
NTRNUTRIEN LTD
163,942$9.1M0.00%
16
CMECME GROUP INC
42,907$9.0M0.00%
17
EMXCISHARES INC
183,749$8.8M0.00%
18
WMWASTE MGMT INC DEL
52,450$8.5M0.00%
19
BHPBHP GROUP LTD
146,332$8.4M0.00%
20
SNASNAP ON INC
33,150$8.4M0.00%
21
IJRISHARES TR
94,838$8.3M0.00%
22
BRK/BBERKSHIRE HATHAWAY INC DEL
24,390$8.1M0.00%
23
GNKGENCO SHIPPING & TRADING LTD
610,192$8.0M0.00%
24
RTXRTX CORPORATION
98,080$7.8M0.00%
25
CMICUMMINS INC
34,975$7.5M0.00%
26
TJXTJX COS INC NEW
77,263$6.7M0.00%
27
WRBBERKLEY W R CORP
100,886$6.6M0.00%
28
GWWGRAINGER W W INC
9,192$6.5M0.00%
29
WMTWALMART INC
38,909$6.3M0.00%
30
BKNGBOOKING HOLDINGS INC
2,152$5.9M0.00%
31
ACNACCENTURE PLC IRELAND
19,935$5.8M0.00%
32
DISDISNEY WALT CO
72,435$5.7M0.00%
33
MYRGMYR GROUP INC DEL
50,446$5.6M0.00%
34
AZOAUTOZONE INC
2,264$5.5M0.00%
35
EWEDWARDS LIFESCIENCES CORP
76,404$4.7M0.00%
36
CROXCROCS INC
53,659$4.6M0.00%
37
GNRCGENERAC HLDGS INC
51,326$4.2M0.00%
38
LMTLOCKHEED MARTIN CORP
9,334$4.1M0.00%
39
DHID R HORTON INC
38,278$3.9M0.00%
40
AAPLAPPLE INC
17,439$2.9M0.00%
41
MSFTMICROSOFT CORP
8,251$2.7M0.00%
42
NVRNVR INC
430$2.3M0.00%
43
JPMJPMORGAN CHASE & CO
16,359$2.2M0.00%
44
HALHALLIBURTON CO
55,992$2.2M0.00%
45
UNHUNITEDHEALTH GROUP INC
4,144$2.2M0.00%
46
BMYBRISTOL-MYERS SQUIBB CO
42,210$2.2M0.00%
47
LYBLYONDELLBASELL INDUSTRIES N
22,560$2.0M0.00%
48
DUKDUKE ENERGY CORP NEW
22,685$2.0M0.00%
49
AXPAMERICAN EXPRESS CO
13,960$2.0M0.00%
50
VENVENTAS INC
46,165$1.9M0.00%
51
BMTABRITISH AMERN TOB PLC
61,549$1.8M0.00%
52
VFCV F CORP
100,447$1.7M0.00%
53
AWCAMERICAN WTR WKS CO INC NEW
14,444$1.7M0.00%
54
BF/BBROWN FORMAN CORP
27,044$1.5M0.00%
55
GOOGALPHABET INC
11,806$1.5M0.00%
56
CLXCLOROX CO DEL
11,618$1.4M0.00%
57
WBAWALGREENS BOOTS ALLIANCE INC
59,432$1.3M0.00%
58
JNJJOHNSON & JOHNSON
7,892$1.1M0.00%
59
BALLBALL CORP
21,385$1.0M0.00%
60
GOOGLALPHABET INC
8,200$1.0M0.00%
61
MCDMCDONALDS CORP
3,698$945K0.00%
62
MRKMERCK & CO INC
9,130$938K0.00%
63
PGPROCTER AND GAMBLE CO
5,873$864K0.00%
64
KOCOCA COLA CO
13,607$751K0.00%
65
XOMEXXON MOBIL CORP
7,082$747K0.00%
66
CMCSACOMCAST CORP NEW
18,331$726K0.00%
67
AMZNAMAZON COM INC
5,343$682K0.00%
68
ATRAPTARGROUP INC
5,400$654K0.00%
69
UNPUNION PAC CORP
3,222$649K0.00%
70
AONAON PLC
2,099$644K0.00%
71
PPGPPG INDS INC
5,322$642K0.00%
72
PEPPEPSICO INC
3,978$634K0.00%
73
HUBBHUBBELL INC
1,973$554K0.00%
74
MAMASTERCARD INCORPORATED
1,287$468K0.00%
75
HDHOME DEPOT INC
1,459$403K0.00%
76
MIDDMIDDLEBY CORP
3,257$365K0.00%
77
XELXCEL ENERGY INC
6,135$357K0.00%
78
NVDANVIDIA CORPORATION
865$350K0.00%
79
HSYHERSHEY CO
1,900$349K0.00%
80
IGSBISHARES TR
6,516$323K0.00%
81
VVISA INC
1,402$321K0.00%
82
DARDARLING INGREDIENTS INC
7,501$320K0.00%
83
ETNEATON CORP PLC
1,629$318K0.00%
84
LRCXEURLAM RESEARCH CORP
543$317K0.00%
85
COSTCOSTCO WHSL CORP NEW
559$303K0.00%
86
PFEPFIZER INC
10,004$301K0.00%
87
EMREMERSON ELEC CO
3,050$268K0.00%
88
IDV*ISHARES TR
10,754$263K0.00%
89
VGTVANGUARD WORLD FDS
601$241K0.00%
90
INTCINTEL CORP
6,802$241K0.00%
91
WMBWILLIAMS COS INC
6,951$236K0.00%
92
GDGENERAL DYNAMICS CORP
969$230K0.00%
93
IXCISHARES TR
5,778$228K0.00%
94
ADBEADOBE INC
449$228K0.00%
95
BACBANK AMERICA CORP
9,015$226K0.00%
96
NKENIKE INC
2,183$213K0.00%
97
PNCPNC FINL SVCS GROUP INC
1,800$200K0.00%
98
FSCOFS CREDIT OPPORTUNITIES CORP
13,850$73K0.00%