Townsend & Associates, Inc - Portfolio Stock Holdings
Townsend & Associates, Inc disclosed 118 stock positions in a recent SEC 13F filing. $1,155,755,693 of stock holdings were filed, with the largest holdings including SHV, ISTB, and BHP. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,520,130,422 and has 30 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
118Est. Stock Holding Value:
$1,155,755,693Top Stock Holdings By Sector
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Portfolio Stock Holdings - Townsend & Associates, Inc
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