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Filers›Family Office›Townsend & Associates, Inc
DOSSIER · 13F-HR · Q1 2026

Townsend & Associates, Inc

Townsend & Associates's family office based in Greenwich, CT — $1.2B in tracked AUM across 117 positions as of Q1 2026.

T&
Townsend & Associates·Greenwich, CT·Family Office
CIK 0001729359 · last filed Mar 31, 2026
Total AUM
$1.2B
▼ 19.1%
vs prior
Holdings
117
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
Top sector
Tech
36% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Townsend & Associates, Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SHV
ISHARES TR
$71M646K6.1%
02
ISTB
ISHARES TR
$59M1.2M5.0%
03
BHP
BHP BILLITON LIMITED
$50M619K4.3%
04
JIII
JANUS DETROIT STR TR
$46M920K4.0%
05
GLD
SPDR GOLD TR
$46M106K4.0%
06
TLT
ISHARES TR
$46M526K3.9%
07
NTR
NUTRIEN LTD
$44M618K3.8%
08
MYRG
MYR GROUP INC
$36M108K3.1%
09
HDV
ISHARES TR
$35M264K3.0%
10
IUSV
ISHARES TR
$34M319K2.9%

Filing history

Filing history loading…
AI Agent · grounded in Townsend
haiku-4-5 · 117 positions indexed
Sector mix
  • Tech36%
  • Financials9%
  • Health Care4%
  • Cons. Disc.15%
  • Energy13%
  • Other23%
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