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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Townsend & Associates, Inc

Quarter ended Q2 2025 · Filed July 30, 2025 · Accession 0001729359-25-000004

Total Value
$1.01B
Positions
112
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (112)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464288679592,402$65.4M6.48%
2ISHARES TR46432F8591,110,526$53.9M5.34%
3JANUS DETROIT STR TR47103U712848,786$43.1M4.27%
4ISHARES TR464287663443,565$43.1M4.27%
5ISHARES TR46429B663355,629$42.6M4.23%
6ISHARES TR464287432481,689$41.6M4.13%
7ISHARES TR464288877570,856$37.3M3.70%
8NUTRIEN LTDNTR587,513$35.3M3.50%
9BHP GROUP LTDBHPLF600,575$31.9M3.16%
10ISHARES TR4642886871,009,989$31.5M3.12%
11SPDR GOLD TRGLD102,174$31.4M3.11%
12AMERICAN INTL GROUP INC026874784381,494$30.6M3.03%
13BERKSHIRE HATHAWAY INC DELBRK-A57,877$28.0M2.78%
14MYR GROUP INC DELMYRG112,890$22.6M2.24%
15RTX CORPORATIONRTX134,047$21.0M2.08%
16GENCO SHIPPING & TRADING LTDGNK1,245,080$20.1M2.00%
17DISNEY WALT CO254687106155,799$18.9M1.88%
18GENERAC HLDGS INCGNRC118,887$18.7M1.85%
19TOTALENERGIES SETTE304,302$18.5M1.83%
20SNAP ON INCSNA51,276$16.9M1.68%
21CME GROUP INCCME59,982$16.8M1.66%
22WASTE MGMT INC DEL94106L10969,707$16.0M1.59%
23MOHAWK INDS INC608190104130,213$15.7M1.56%
24AERCAP HOLDINGS NVAER139,015$15.6M1.55%
25DIAGEO PLCDGEAF143,165$15.3M1.52%
26EDWARDS LIFESCIENCES CORPEW184,176$14.7M1.46%
27BOOKING HOLDINGS INCBKNG2,571$14.5M1.44%
28GRAINGER W W INC38480210413,691$14.4M1.43%
29MCKESSON CORPMCK19,927$14.2M1.41%
30WALMART INCWMT144,877$14.1M1.40%
31TJX COS INC NEW872540109111,197$14.1M1.39%
32KROGER COKR193,543$13.8M1.37%
33HCA HEALTHCARE INCHCA40,606$13.6M1.35%
34D R HORTON INC23331A10993,277$13.6M1.34%
35BERKLEY W R CORPWRB-PH195,895$13.5M1.34%
36ACCENTURE PLC IRELANDACN47,145$13.3M1.32%
37AUTOZONE INCAZO3,426$13.1M1.30%
38NOMAD FOODS LTDNOMD721,762$13.0M1.29%
39ISHARES INC46434G764180,904$11.6M1.15%
40ISHARES GOLD TRIAU162,108$10.2M1.01%
41BERKSHIRE HATHAWAY INC DELBRK-A6$4.4M0.43%
42DUKE ENERGY CORP NEWDUKB32,762$3.9M0.39%
43MICROSOFT CORPMSFT7,600$3.9M0.39%
44LOCKHEED MARTIN CORPLMT9,108$3.8M0.38%
45NVR INCNVR398$3.1M0.31%
46APPLE INCAAPL14,216$3.0M0.30%
47PEPSICO INCPEP17,657$2.5M0.25%
48BRITISH AMERN TOB PLC11044810745,324$2.4M0.23%
49BRISTOL-MYERS SQUIBB COCELG-RI48,133$2.3M0.23%
50ABBVIE INCABBV11,695$2.2M0.22%
51ALPHABET INCGOOG11,419$2.2M0.22%
52HALLIBURTON COHAL98,476$2.2M0.22%
53LYONDELLBASELL INDUSTRIES NLYB33,502$2.1M0.21%
54DIAMONDBACK ENERGY INCFANG14,249$2.1M0.20%
55VENTAS INCVTR28,511$1.9M0.19%
56SMUCKER J M CO83269640516,634$1.8M0.18%
57UNILEVER PLCUNLYF29,964$1.8M0.18%
58CLOROX CO DELCLX13,820$1.8M0.18%
59JOHNSON & JOHNSONJNJ9,715$1.6M0.16%
60ALPHABET INCGOOG7,400$1.4M0.14%
61MCDONALDS CORPMCD4,455$1.3M0.13%
62NVIDIA CORPORATIONNVDA6,689$1.2M0.12%
63BALL CORPBALL19,233$1.1M0.11%
64UNITEDHEALTH GROUP INCUNH3,679$1.0M0.10%
65AMAZON COM INCAMZN4,094$947,5620.09%
66COCA COLA COKO13,605$941,0250.09%
67PROCTER AND GAMBLE CO7427181095,847$925,6500.09%
68HUBBELL INCHUBB1,973$873,0160.09%
69APTARGROUP INCATR5,400$869,3460.09%
70EXXON MOBIL CORPXOM7,328$809,0660.08%
71AON PLCAON1,855$691,7110.07%
72MASTERCARD INCORPORATEDMA1,144$650,0440.06%
73MERCK & CO INCMRK7,314$619,5690.06%
74PPG INDS INC6935061075,322$617,0860.06%
75XCEL ENERGY INCXELLL8,486$616,6060.06%
76COMCAST CORP NEWCCZ17,300$582,6640.06%
77EATON CORP PLCETN1,466$574,9210.06%
78HOME DEPOT INCHD1,348$506,0780.05%
79JPMORGAN CHASE & CO.VYLD1,643$490,6330.05%
80GE AEROSPACE3696043011,687$458,1720.05%
81EMERSON ELEC COEMR3,050$456,3720.05%
82COSTCO WHSL CORP NEW22160K105470$439,6570.04%
83BANK AMERICA CORP0605051048,778$425,2940.04%
84VANGUARD WORLD FD92204A702603$415,3550.04%
85LAM RESEARCH CORPLRCX3,919$380,0040.04%
86HERSHEY COHSY1,900$355,5280.04%
87PNC FINL SVCS GROUP INC6934751051,800$352,8900.03%
88UNION PAC CORPUNP1,546$347,3390.03%
89CARRIER GLOBAL CORPORATIONCARR4,004$323,2720.03%
90VANGUARD INDEX FDS9229085121,885$321,5240.03%
91WILLIAMS COS INC9694571005,556$321,2480.03%
92BOEING COBA-PA1,377$320,9240.03%
93ISHARES TR4642886465,552$292,2020.03%
94INVESCO QQQ TRIVZ484$273,9760.03%
95GE VERNOVA INCGEV421$271,3720.03%
96BANK MONTREAL QUE0636711012,225$254,6290.03%
97US BANCORP DELUSB-PS5,032$233,0930.02%
98ISHARES TR4642884486,290$226,5660.02%
99PFIZER INCPFE8,871$219,9130.02%
100INVESCO EXCHANGE TRADED FD TIVZ1,157$217,1640.02%
101VANGUARD INDEX FDS922908769692$217,0200.02%
102VISA INCV597$213,1330.02%
103FORD MTR CO34537086018,254$209,3740.02%
104CROWN CASTLE INCCCI1,852$206,4610.02%
105KIMBERLY-CLARK CORPKMB1,605$204,4450.02%
106NETFLIX INCNFLX173$204,2250.02%
107MONDELEZ INTL INC6092071052,870$202,5650.02%
108HONEYWELL INTL INC438516106900$201,8160.02%
109AT&T INCT-PC7,201$201,6340.02%
110ISHARES TR4642873414,992$200,9780.02%
111FS CREDIT OPPORTUNITIES CORPFSCO14,999$111,2940.01%
112TRANSOCEAN LTDRIG25,000$75,0000.01%