Townsend Asset Management Corp Portfolio Stock Holdings

Townsend Asset Management Corp disclosed 187 stock positions valued at approximately $276.7 million in its latest SEC 13F filing. The largest holdings include WISDOMTREE TR, INVESCO QQQ TR, and AMAZON COM INC. The filing reflects positions held as of March 31, 2026 and was filed on May 6, 2026.

Report Period
March 31, 2026
No. of Stocks
187
Portfolio Value
$276.7M
Holdings by Sector
Townsend Asset Management Corp Portfolio Holdings in Q1 2026

185 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
WISDOMTREE TRDGRWOther6.28%197,697+5,456+2.84%$17,365,718
INVESCO QQQ TRQQQOther6.19%29,660+432+1.48%$17,119,058
AMAZON COM INCAMZNConsumer Cyclical5.27%69,999+1,418+2.07%$14,578,692
JPMORGAN CHASE & COJPMFinancial Services4.49%42,282+322+0.77%$12,437,749
WABTECWABIndustrials3.97%43,921-726-1.63%$10,976,375
VISA INCVFinancial Services3.81%34,842+1,613+4.85%$10,530,639
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive2.92%8,097+228+2.90%$8,068,510
ALPHABET INCGOOGLCommunication Services2.72%26,176+235+0.91%$7,527,074
MICROSOFT CORPMSFTTechnology2.61%19,499-157-0.80%$7,217,771
APPLE INCAAPLTechnology2.59%28,190+335+1.20%$7,154,431
MARRIOTT INTL INC NEWMARConsumer Cyclical2.58%21,860+741+3.51%$7,149,857
PARKER-HANNIFIN CORPPHIndustrials2.40%7,426+23+0.31%$6,647,957
DANAHER CORP DELDHRHealthcare2.21%32,318+750+2.38%$6,127,527
SLB LIMITEDSLBEnergy2.09%112,347+1,154+1.04%$5,773,515
QUALCOMM INCQCOMTechnology1.90%40,805-50,404-55.26%$5,254,901
CAPITAL GROUP GROWTH ETFCGGROther1.85%127,073+11,157+9.63%$5,107,068
DUKE ENERGY CORP NEWDUKUtilities1.76%37,272+3,081+9.01%$4,880,331
ISHARES TRDVYOther1.62%29,557+641+2.22%$4,475,249
COINBASE GLOBAL INCCOINFinancial Services1.61%25,465+15,306+150.66%$4,446,444
VANGUARD INDEX FDSVOOOther1.56%7,235+124+1.74%$4,323,178
GOLDMAN SACHS ETF TRGPIXOther1.48%81,854+63,854+354.74%$4,095,962
NVIDIA CORPORATIONNVDATechnology1.36%21,551-750-3.36%$3,758,479
WYNN RESORTS LTDWYNNConsumer Cyclical1.32%35,995-1,263-3.39%$3,655,259
BLUE OWL CAPITAL INCOWLFinancial Services1.29%391,734+65,387+20.04%$3,576,536
ISHARES TRIJHOther1.10%45,031+831+1.88%$3,040,929
ZOETIS INCZTSHealthcare1.09%25,517+1,874+7.93%$3,016,361
NETFLIX INC.NFLXCommunication Services1.00%28,662+21,402+294.79%$2,755,851
ECOLAB INCECLBasic Materials0.90%9,329+183+2.00%$2,481,586
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.87%5,023+156+3.21%$2,407,022
ELI LILLY & COLLYHealthcare0.75%2,256+85+3.92%$2,075,087
ISHARES TRIWBOther0.73%5,636+272+5.07%$2,009,453
SCHWAB STRATEGIC TRSCHGOther0.71%67,761-733-1.07%$1,973,875
VANGUARD INDEX FDSVBKOther0.70%6,440+108+1.71%$1,946,631
SCHWAB STRATEGIC TRFNDBOther0.68%68,954+448+0.65%$1,875,545
SCHWAB STRATEGIC TRSCHDOther0.63%57,262+257+0.45%$1,756,786
AFLAC INCAFLFinancial Services0.59%14,997-178-1.17%$1,645,321
ISHARES TRUSMVOther0.59%17,721+8+0.05%$1,643,451
MCDONALDS CORPMCDConsumer Cyclical0.59%5,264+218+4.32%$1,636,011
AMGEN INCAMGNHealthcare0.58%4,593+63+1.39%$1,616,043
C H ROBINSON WORLDWIDE INCHRWIndustrials0.57%9,545-18-0.19%$1,585,088
BROADCOM INCAVGOTechnology0.57%5,108-152-2.89%$1,580,863
JOHNSON & JOHNSONJNJHealthcare0.56%6,379+72+1.14%$1,559,201
SCHWAB STRATEGIC TRSCHXOther0.56%60,097-650-1.07%$1,540,893
STATE STR SPDR S&P 500 ETF TSPYOther0.56%2,366+103+4.55%$1,538,802
VANGUARD SPECIALIZED FUNDSVIGOther0.54%6,966+14+0.20%$1,498,123
ALPHABET INCGOOGCommunication Services0.54%5,217+67+1.30%$1,496,595
ISHARES TRIWFOther0.54%3,496+183+5.52%$1,490,821
CHEVRON CORPORATIONCVXEnergy0.52%6,990+634+9.97%$1,446,169
GOLDMAN SACHS ETF TRGPIQOther0.51%28,763+11,452+66.15%$1,423,494
VANGUARD INDEX FDSVTIOther0.49%4,229+79+1.90%$1,356,863
PROCTER & GAMBLE COPGConsumer Defensive0.48%9,172-112-1.21%$1,324,820
HOME DEPOT INCHDConsumer Cyclical0.47%3,962-80-1.98%$1,303,124
CATERPILLAR INCCATIndustrials0.45%1,743+493+39.44%$1,235,106
EXXON MOBIL CORPXOMEnergy0.43%7,083-635-8.23%$1,201,779
COCA COLA COKOConsumer Defensive0.40%14,479-758-4.97%$1,101,127
ISHARES TRIWOOther0.39%3,436+64+1.90%$1,078,211
AUTOMATIC DATA PROCESSING INADPTechnology0.38%5,196-153-2.86%$1,055,723
CORNING INCGLWTechnology0.38%7,738+5+0.06%$1,052,136
ISHARES TRIJROther0.36%7,992-856-9.67%$993,427
ISHARES TRIWMOther0.35%3,852+72+1.90%$955,212
DEERE & CODEIndustrials0.34%1,650+1,650+100.00%$929,537
INVESCO EXCHANGE TRADED FD TRSPOther0.32%4,577-46-1.00%$878,359
META PLATFORMS INCMETACommunication Services0.31%1,511+89+6.26%$864,527
SCHWAB STRATEGIC TRFNDXOther0.31%30,918+27,012+691.55%$861,078
ISHARES INCIEMGOther0.31%12,180+404+3.43%$849,555
MICRON TECHNOLOGY INCMUTechnology0.30%2,431+1,281+111.39%$821,289
ISHARES TREFAOther0.28%7,843+56+0.72%$761,764
WALMART INCWMTConsumer Defensive0.27%5,910+1,607+37.35%$734,504
SCHWAB STRATEGIC TRFNDAOther0.26%22,398-1,143-4.86%$726,362
VANGUARD INDEX FDSVTVOther0.26%3,623-955-20.86%$710,789
ISHARES TRIVVOther0.25%1,069+15+1.42%$698,474
MERCK & CO INCMRKHealthcare0.25%5,729+17+0.30%$689,133
SCHWAB STRATEGIC TRSCHBOther0.24%26,972-4,894-15.36%$676,990
ISHARES TRIWNOther0.24%3,495+10+0.29%$662,646
VANGUARD INDEX FDSVBROther0.24%3,039+239+8.54%$660,220
SELECT SECTOR SPDR TRXLKOther0.24%4,945+1,163+30.75%$657,138
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical0.23%20,110+5,925+41.77%$643,721
SCHWAB STRATEGIC TRSCHMOther0.22%19,921-6,510-24.63%$616,744
S&P GLOBAL INCSPGIFinancial Services0.20%1,317+190+16.86%$560,007
ISHARES TRIWDOther0.20%2,618+6+0.23%$559,320
HONEYWELL INTL INCHONIndustrials0.20%2,455+4+0.16%$554,994
ANALOG DEVICES INCADITechnology0.20%1,715+5+0.29%$545,610
INTERNATIONAL BUSINESS MACHSIBMTechnology0.20%2,239-38-1.67%$542,775
ROPER TECHNOLOGIES INCROPTechnology0.20%1,529-731-32.35%$541,052
ISHARES TRIEFAOther0.18%5,591+40+0.72%$506,162
INVESCO EXCH TRADED FD TR IISPLVOther0.18%6,671-1,294-16.25%$487,884
INTUITIVE SURGICAL INCISRGHealthcare0.18%1,057+553+109.72%$487,266
SCHWAB STRATEGIC TRSCHAOther0.17%16,291-3,299-16.84%$473,733
BANK AMERICA CORPBACFinancial Services0.17%9,619+2,893+43.01%$468,914
INVESCO EXCH TRADED FD TR IISPHBOther0.17%4,034+1+0.02%$467,701
VANGUARD INDEX FDSVUGOther0.17%1,063-204-16.10%$464,195
MASTERCARD INCORPORATEDMAFinancial Services0.16%892+212+31.18%$445,528
INVESCO EXCHANGE TRADED FD TPRFZOther0.16%9,467+849+9.85%$434,274
ADVANCED MICRO DEVICES INCAMDTechnology0.14%1,971+407+26.02%$400,961
BLACKSTONE INCBXFinancial Services0.14%3,455+585+20.38%$397,302
PHILIP MORRIS INTL INCPMConsumer Defensive0.14%2,349-313-11.76%$388,324
ORACLE CORPORCLTechnology0.13%2,527+41+1.65%$371,720
VANGUARD INDEX FDSVOTOther0.13%1,443-288-16.64%$371,315
AMERICAN ELEC PWR CO INCAEPUtilities0.13%2,762+455+19.72%$362,043
PHILLIPS 66PSXEnergy0.13%1,953+3+0.15%$355,844