Townsend & Associates, Inc Q2 2023 Filing

Filed July 31, 2023

Portfolio Value

$388.6T

Holdings

123

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (123 positions)

#StockSharesValue% PortfolioType
1
IUSVISHARES TR
273,153$22.1M0.00%
2
HDVISHARES TR
201,057$20.9M0.00%
3
SHVISHARES TR
145,981$16.1M0.00%
4
ISTBISHARES TR
296,384$13.8M0.00%
5
EFVISHARES TR
258,555$13.1M0.00%
6
IYEISHARES TR
281,423$12.8M0.00%
7
AIGAMERICAN INTL GROUP INC
201,959$12.1M0.00%
8
LQDISHARES TR
98,329$10.6M0.00%
9
TLTISHARES TR
102,381$10.4M0.00%
10
NTRNUTRIEN LTD
128,252$8.6M0.00%
11
BHPBHP GROUP LTD
128,993$8.3M0.00%
12
NOMDNOMAD FOODS LTD
450,151$8.1M0.00%
13
SNASNAP ON INC
29,729$8.1M0.00%
14
MHKMOHAWK INDS INC
71,536$8.1M0.00%
15
GQ9SPDR GOLD TR
42,534$7.8M0.00%
16
GNKGENCO SHIPPING & TRADING LTD
526,576$7.2M0.00%
17
PFFISHARES TR
228,104$7.1M0.00%
18
MYRGMYR GROUP INC DEL
41,734$6.3M0.00%
19
WMWASTE MGMT INC DEL
35,287$6.1M0.00%
20
BRK/BBERKSHIRE HATHAWAY INC DEL
17,252$6.0M0.00%
21
CMECME GROUP INC
30,418$5.8M0.00%
22
GNRCGENERAC HLDGS INC
38,594$5.7M0.00%
23
LMTLOCKHEED MARTIN CORP
12,329$5.6M0.00%
24
ACNACCENTURE PLC IRELAND
17,270$5.5M0.00%
25
CMICUMMINS INC
19,655$5.1M0.00%
26
TTENTOTALENERGIES SE
82,399$5.0M0.00%
27
RTXRAYTHEON TECHNOLOGIES CORP
53,878$4.7M0.00%
28
DISDISNEY WALT CO
54,099$4.6M0.00%
29
EMXCISHARES INC
81,568$4.4M0.00%
30
IJRISHARES TR
42,347$4.4M0.00%
31
AZOAUTOZONE INC
1,736$4.3M0.00%
32
GWWGRAINGER W W INC
5,643$4.3M0.00%
33
TJXTJX COS INC NEW
48,931$4.3M0.00%
34
IAU*ISHARES GOLD TR
114,340$4.3M0.00%
35
BKNGBOOKING HOLDINGS INC
1,421$4.2M0.00%
36
EWEDWARDS LIFESCIENCES CORP
42,281$3.9M0.00%
37
WRBBERKLEY W R CORP
61,089$3.7M0.00%
38
WMTWALMART INC
23,263$3.7M0.00%
39
AAPLAPPLE INC
18,936$3.7M0.00%
40
MRKMERCK & CO INC
32,683$3.5M0.00%
41
UNHUNITEDHEALTH GROUP INC
6,735$3.4M0.00%
42
CROXCROCS INC
26,799$3.3M0.00%
43
JPMJPMORGAN CHASE & CO
19,728$3.1M0.00%
44
MSFTMICROSOFT CORP
8,385$2.9M0.00%
45
BMYBRISTOL-MYERS SQUIBB CO
43,850$2.8M0.00%
46
NVRNVR INC
435$2.8M0.00%
47
BALLBALL CORP
43,788$2.6M0.00%
48
DUKDUKE ENERGY CORP NEW
25,011$2.4M0.00%
49
BMTABRITISH AMERN TOB PLC
66,242$2.2M0.00%
50
DHID R HORTON INC
16,033$2.1M0.00%
51
PSAPUBLIC STORAGE
7,092$2.1M0.00%
52
LYBLYONDELLBASELL INDUSTRIES N
21,537$2.0M0.00%
53
CVSCVS HEALTH CORP
25,254$1.9M0.00%
54
PVHPVH CORPORATION
21,092$1.8M0.00%
55
COPCONOCOPHILLIPS
14,899$1.7M0.00%
56
VVISA INC
6,935$1.7M0.00%
57
EOGEOG RES INC
12,695$1.6M0.00%
58
NRANRG ENERGY INC
41,241$1.6M0.00%
59
CVXCHEVRON CORP NEW
9,554$1.6M0.00%
60
GDGENERAL DYNAMICS CORP
6,728$1.5M0.00%
61
GOOGALPHABET INC
11,806$1.4M0.00%
62
BKBANK NEW YORK MELLON CORP
30,893$1.4M0.00%
63
JNJJOHNSON & JOHNSON
7,890$1.4M0.00%
64
SBUXSTARBUCKS CORP
13,086$1.3M0.00%
65
DKSDICKS SPORTING GOODS INC
10,155$1.3M0.00%
66
GILDGILEAD SCIENCES INC
17,152$1.3M0.00%
67
ALSALLSTATE CORP
11,571$1.3M0.00%
68
AXPAMERICAN EXPRESS CO
7,318$1.2M0.00%
69
BACVERIZON COMMUNICATIONS INC
33,747$1.2M0.00%
70
HALHALLIBURTON CO
29,151$1.1M0.00%
71
VENVENTAS INC
22,144$1.1M0.00%
72
MCDMCDONALDS CORP
3,698$1.1M0.00%
73
CMCSACOMCAST CORP NEW
24,562$1.1M0.00%
74
AWCAMERICAN WTR WKS CO INC NEW
6,839$1.0M0.00%
75
GOOGLALPHABET INC
8,080$987K0.00%
76
UNPUNION PAC CORP
4,222$909K0.00%
77
PGPROCTER AND GAMBLE CO
5,869$902K0.00%
78
KOCOCA COLA CO
13,597$846K0.00%
79
BF/BBROWN FORMAN CORP
12,045$840K0.00%
80
VFCV F CORP
43,079$813K0.00%
81
CLXCLOROX CO DEL
5,239$801K0.00%
82
PPGPPG INDS INC
5,322$782K0.00%
83
PEPPEPSICO INC
3,975$760K0.00%
84
XOMEXXON MOBIL CORP
7,073$747K0.00%
85
PFEPFIZER INC
20,096$744K0.00%
86
AONAON PLC
2,099$720K0.00%
87
WBAWALGREENS BOOTS ALLIANCE INC
23,219$712K0.00%
88
AMZNAMAZON COM INC
5,239$676K0.00%
89
ATRAPTARGROUP INC
5,400$651K0.00%
90
HUBBHUBBELL INC
1,973$628K0.00%
91
NVDANVIDIA CORPORATION
1,155$527K0.00%
92
MAMASTERCARD INCORPORATED
1,282$514K0.00%
93
DARDARLING INGREDIENTS INC
7,501$513K0.00%
94
MIDDMIDDLEBY CORP
3,261$475K0.00%
95
HDHOME DEPOT INC
1,458$474K0.00%
96
HSYHERSHEY CO
1,900$463K0.00%
97
XELXCEL ENERGY INC
6,129$398K0.00%
98
LRCXEURLAM RESEARCH CORP
541$351K0.00%
99
ETNEATON CORP PLC
1,629$336K0.00%
100
IGSBISHARES TR
6,516$326K0.00%
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