Townsend & Associates, Inc Q4 2022 Filing

Filed February 15, 2023

Portfolio Value

$202.1T

Holdings

109

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (109 positions)

#StockSharesValue% PortfolioType
1
IUSVISHARES TR
118,464$9.1M0.00%
2
HDVISHARES TR
81,653$8.6M0.00%
3
GNKGENCO SHIPPING & TRADING LTD
429,819$7.9M0.00%
4
LMTLOCKHEED MARTIN CORP
13,825$6.7M0.00%
5
NTRNUTRIEN LTD
80,905$6.4M0.00%
6
BHPBHP GROUP LTD
91,768$6.1M0.00%
7
SNASNAP ON INC
21,677$5.5M0.00%
8
EFVISHARES TR
111,161$5.5M0.00%
9
MRKMERCK & CO INC
49,232$5.4M0.00%
10
IYEISHARES TR
112,190$5.3M0.00%
11
UNHUNITEDHEALTH GROUP INC
8,894$4.4M0.00%
12
AZOAUTOZONE INC
1,579$4.0M0.00%
13
CVSCVS HEALTH CORP
43,349$3.9M0.00%
14
ACNACCENTURE PLC IRELAND
13,416$3.9M0.00%
15
GDGENERAL DYNAMICS CORP
13,942$3.2M0.00%
16
COPCONOCOPHILLIPS
28,847$3.2M0.00%
17
AIGAMERICAN INTL GROUP INC
51,863$3.2M0.00%
18
PSAPUBLIC STORAGE
10,540$3.2M0.00%
19
CVXCHEVRON CORP NEW
18,005$3.1M0.00%
20
NOMDNOMAD FOODS LTD
165,581$3.0M0.00%
21
DKSDICKS SPORTING GOODS INC
22,828$3.0M0.00%
22
PVHPVH CORPORATION
35,896$2.9M0.00%
23
BALLBALL CORP
50,343$2.8M0.00%
24
BKBANK NEW YORK MELLON CORP
53,859$2.8M0.00%
25
VVISA INC
12,148$2.8M0.00%
26
EOGEOG RES INC
20,611$2.7M0.00%
27
ALSALLSTATE CORP
20,088$2.7M0.00%
28
GILDGILEAD SCIENCES INC
30,109$2.6M0.00%
29
DISDISNEY WALT CO
24,120$2.6M0.00%
30
MYRGMYR GROUP INC DEL
26,212$2.6M0.00%
31
JPMJPMORGAN CHASE & CO
18,129$2.6M0.00%
32
SBUXSTARBUCKS CORP
23,775$2.6M0.00%
33
SHVISHARES TR
22,869$2.5M0.00%
34
DUKDUKE ENERGY CORP NEW
24,198$2.4M0.00%
35
BMTABRITISH AMERN TOB PLC
56,919$2.2M0.00%
36
PFEPFIZER INC
47,753$2.1M0.00%
37
ISTBISHARES TR
44,596$2.1M0.00%
38
AEPAMERICAN ELEC PWR CO INC
22,404$2.0M0.00%
39
BMYBRISTOL-MYERS SQUIBB CO
26,680$2.0M0.00%
40
GNRCGENERAC HLDGS INC
15,760$1.9M0.00%
41
BRK/BBERKSHIRE HATHAWAY INC DEL
6,109$1.9M0.00%
42
IJRISHARES TR
17,847$1.9M0.00%
43
IAU*ISHARES GOLD TR
50,767$1.8M0.00%
44
EMXCISHARES INC
35,523$1.8M0.00%
45
NRANRG ENERGY INC
49,280$1.8M0.00%
46
LQDISHARES TR
15,822$1.7M0.00%
47
MHKMOHAWK INDS INC
14,170$1.7M0.00%
48
EQHEQUITABLE HLDGS INC
52,087$1.7M0.00%
49
GQ9SPDR GOLD TR
9,407$1.6M0.00%
50
CMCSACOMCAST CORP NEW
39,685$1.6M0.00%
51
RTXRAYTHEON TECHNOLOGIES CORP
15,300$1.5M0.00%
52
BACVERIZON COMMUNICATIONS INC
37,905$1.5M0.00%
53
TLTISHARES TR
14,652$1.5M0.00%
54
TTENTOTALENERGIES SE
22,149$1.4M0.00%
55
CMICUMMINS INC
5,582$1.4M0.00%
56
CMECME GROUP INC
6,677$1.2M0.00%
57
WMWASTE MGMT INC DEL
7,698$1.2M0.00%
58
NVRNVR INC
225$1.2M0.00%
59
PFFISHARES TR
34,496$1.1M0.00%
60
GWWGRAINGER W W INC
1,510$1.0M0.00%
61
MSFTMICROSOFT CORP
3,714$1.0M0.00%
62
TJXTJX COS INC NEW
12,230$985K0.00%
63
BKNGBOOKING HOLDINGS INC
385$932K0.00%
64
WRBBERKLEY W R CORP
12,725$871K0.00%
65
UNPUNION PAC CORP
3,333$686K0.00%
66
AAPLAPPLE INC
4,380$673K0.00%
67
EWEDWARDS LIFESCIENCES CORP
8,371$649K0.00%
68
MCDMCDONALDS CORP
2,328$619K0.00%
69
AXPAMERICAN EXPRESS CO
3,184$577K0.00%
70
DARDARLING INGREDIENTS INC
8,033$540K0.00%
71
MIDDMIDDLEBY CORP
3,361$517K0.00%
72
LYBLYONDELLBASELL INDUSTRIES N
4,981$503K0.00%
73
WMTWALMART INC
3,436$501K0.00%
74
HUBBHUBBELL INC
1,973$484K0.00%
75
HSYHERSHEY CO
1,900$455K0.00%
76
VENVENTAS INC
8,807$451K0.00%
77
CLXCLOROX CO DEL
2,909$444K0.00%
78
GOOGALPHABET INC
4,480$425K0.00%
79
XELXCEL ENERGY INC
6,118$420K0.00%
80
WBAWALGREENS BOOTS ALLIANCE INC
11,192$415K0.00%
81
AWCAMERICAN WTR WKS CO INC NEW
2,732$414K0.00%
82
HALHALLIBURTON CO
10,544$414K0.00%
83
BF/BBROWN FORMAN CORP
6,243$411K0.00%
84
VFCV F CORP
14,436$391K0.00%
85
BACBANK AMERICA CORP
9,559$340K0.00%
86
IDV*ISHARES TR
10,754$309K0.00%
87
ETNEATON CORP PLC
1,629$283K0.00%
88
CROXCROCS INC
2,334$276K0.00%
89
EMREMERSON ELEC CO
3,050$265K0.00%
90
LRCXEURLAM RESEARCH CORP
517$263K0.00%
91
XOMEXXON MOBIL CORP
2,240$263K0.00%
92
VGTVANGUARD WORLD FDS
716$262K0.00%
93
NKENIKE INC
2,052$256K0.00%
94
AWGASBURY AUTOMOTIVE GROUP INC
1,051$244K0.00%
95
JNJJOHNSON & JOHNSON
1,498$243K0.00%
96
HDHOME DEPOT INC
740$239K0.00%
97
8CWCROWN CASTLE INC
1,682$238K0.00%
98
IXCISHARES TR
5,778$234K0.00%
99
PGPROCTER AND GAMBLE CO
1,628$228K0.00%
100
AONAON PLC
712$228K0.00%
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