| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LOCKHEED MARTIN CORP | 27 | Q2 2024 | 5.0% |
| APPLE INC | 27 | Q2 2024 | 2.3% |
| UNITEDHEALTH GROUP INC | 27 | Q2 2024 | 2.3% |
| DISNEY WALT CO | 27 | Q2 2024 | 1.8% |
| ISHARES TR | 27 | Q2 2024 | 1.8% |
| BALL CORP | 27 | Q2 2024 | 2.2% |
| XCEL ENERGY INC | 27 | Q2 2024 | 1.6% |
| HUBBELL INC | 26 | Q2 2024 | 0.3% |
| VISA INC | 25 | Q4 2023 | 1.5% |
| INTEL CORP | 25 | Q2 2024 | 2.2% |
View Townsend & Associates, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-05 |
| N-PX | 2024-07-29 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-07-18 |
View Townsend & Associates, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.