Titelia

Holdings of Townsend & Associates, Inc

· Original filing · Compare with another fund · Report an error

Net assets
-
Positions
101 in 3 countries
Top ten
45.2 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101FS Credit Opportunities Corp 14,99977.4K $

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Sector breakdown

  • Industrials 10.7 %
  • Financials 7.4 %
  • Consumer discretionary 6.8 %
  • Health care 6.5 %
  • Materials 5.2 %
  • Consumer staples 3.8 %
  • Energy 3.0 %
  • Communication 2.5 %
  • Technology 1.0 %
  • Utilities 0.5 %
  • Real estate 0.2 %
  • Unattributed 52.5 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 93.3 %
  • Australia 5.1 %
  • United Kingdom 1.6 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States98912.1M $93.32 %
2Australia149.8M $5.10 %
3United Kingdom215.4M $1.58 %
Cite this page

Titelia. "Holdings of Townsend & Associates, Inc". https://titelia.com/en/funds/US13F1729359