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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 Q3 2025 · Filed October 21, 2025 · Accession 0001729359-25-000007

Total Value
$1.05B
Positions
112
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (112)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464288679614,671$67.8M6.43%
2ISHARES TR46432F8591,149,069$56.2M5.33%
3ISHARES TR464287432501,882$45.8M4.34%
4JANUS DETROIT STR TR47103U712875,746$44.7M4.24%
5SPDR GOLD TRGLD105,197$40.9M3.88%
6ISHARES TR46429B663302,295$36.9M3.50%
7ISHARES TR464287663361,964$36.1M3.42%
8ISHARES TR464288877511,855$34.9M3.31%
9NUTRIEN LTDNTR604,302$34.7M3.29%
10BHP GROUP LTDBHPLF617,773$34.3M3.26%
11ISHARES TR4642886871,037,219$32.6M3.09%
12AMERICAN INTL GROUP INC026874784394,408$30.5M2.89%
13BERKSHIRE HATHAWAY INC DELBRK-A60,293$29.7M2.82%
14MYR GROUP INC DELMYRG114,802$23.9M2.27%
15GENERAC HLDGS INCGNRC120,801$23.0M2.18%
16RTX CORPORATIONRTX136,600$21.6M2.05%
17GENCO SHIPPING & TRADING LTDGNK1,267,823$20.6M1.95%
18TOTALENERGIES SETTE312,266$19.2M1.82%
19SNAP ON INCSNA52,586$17.9M1.69%
20HCA HEALTHCARE INCHCA41,755$17.8M1.69%
21DISNEY WALT CO254687106159,494$17.7M1.67%
22AERCAP HOLDINGS NVAER142,731$17.2M1.63%
23MOHAWK INDS INC608190104133,244$17.0M1.61%
24CME GROUP INCCME61,804$16.6M1.57%
25TJX COS INC NEW872540109114,399$16.5M1.56%
26MCKESSON CORPMCK20,595$16.2M1.54%
27WALMART INCWMT149,636$16.1M1.53%
28WASTE MGMT INC DEL94106L10972,548$15.6M1.48%
29TCW ETF TRUST29287L601472,723$15.0M1.42%
30BERKLEY W R CORPWRB-PH202,031$15.0M1.42%
31DIAGEO PLCDGEAF148,566$14.5M1.38%
32D R HORTON INC23331A10993,426$14.4M1.36%
33AUTOZONE INCAZO3,536$14.3M1.35%
34EDWARDS LIFESCIENCES CORPEW190,334$14.2M1.35%
35KROGER COKR201,147$13.9M1.32%
36GRAINGER W W INC38480210414,190$13.6M1.29%
37BOOKING HOLDINGS INCBKNG2,646$13.4M1.27%
38ISHARES GOLD TRIAU162,693$13.0M1.23%
39UNITED PARCEL SERVICE INCUPS148,265$12.8M1.22%
40ISHARES INC46434G764170,412$12.0M1.14%
41NOMAD FOODS LTDNOMD764,872$9.3M0.89%
42BERKSHIRE HATHAWAY INC DELBRK-A6$4.4M0.42%
43LOCKHEED MARTIN CORPLMT8,518$4.2M0.40%
44DUKE ENERGY CORP NEWDUKB32,781$4.2M0.40%
45MICROSOFT CORPMSFT7,326$3.8M0.36%
46NVR INCNVR440$3.4M0.32%
47APPLE INCAAPL12,938$3.3M0.31%
48PEPSICO INCPEP17,666$2.7M0.26%
49ALPHABET INCGOOG10,519$2.7M0.25%
50ABBVIE INCABBV11,613$2.7M0.25%
51BRITISH AMERN TOB PLC11044810745,247$2.3M0.22%
52HALLIBURTON COHAL98,633$2.2M0.21%
53BRISTOL-MYERS SQUIBB COCELG-RI48,172$2.1M0.20%
54VENTAS INCVTR28,541$2.0M0.19%
55DIAMONDBACK ENERGY INCFANG14,255$2.0M0.19%
56UNILEVER PLCUNLYF30,155$1.9M0.18%
57JOHNSON & JOHNSONJNJ9,402$1.8M0.17%
58SMUCKER J M CO83269640516,658$1.8M0.17%
59CLOROX CO DELCLX13,886$1.7M0.16%
60ALPHABET INCGOOG6,500$1.6M0.16%
61LYONDELLBASELL INDUSTRIES NLYB33,967$1.6M0.15%
62MCDONALDS CORPMCD4,455$1.4M0.13%
63UNITEDHEALTH GROUP INCUNH3,658$1.3M0.12%
64NVIDIA CORPORATIONNVDA7,014$1.3M0.12%
65COCA COLA COKO13,605$931,0940.09%
66BALL CORPBALL19,048$920,6100.09%
67EXXON MOBIL CORPXOM7,804$875,9760.08%
68HUBBELL INCHUBB1,973$839,8150.08%
69AMAZON COM INCAMZN3,840$818,1160.08%
70PROCTER AND GAMBLE CO7427181095,362$811,8770.08%
71APTARGROUP INCATR5,400$698,4360.07%
72XCEL ENERGY INCXELLL8,486$688,7390.07%
73AON PLCAON1,855$642,9430.06%
74MASTERCARD INCORPORATEDMA1,144$641,7500.06%
75HOME DEPOT INCHD1,607$629,9080.06%
76MERCK & CO INCMRK7,314$620,1540.06%
77LAM RESEARCH CORPLRCX3,919$554,6030.05%
78EATON CORP PLCETN1,466$547,2580.05%
79PPG INDS INC6935061075,322$540,5560.05%
80COMCAST CORP NEWCCZ17,300$511,0420.05%
81GE AEROSPACE3696043011,687$506,3360.05%
82UNION PAC CORPUNP2,240$506,2200.05%
83JPMORGAN CHASE & CO.VYLD1,643$488,8910.05%
84VANGUARD WORLD FD92204A702603$453,6340.04%
85BANK AMERICA CORP0605051048,778$450,1360.04%
86EMERSON ELEC COEMR3,050$394,3040.04%
87BOEING COBA-PA1,831$389,8930.04%
88CATERPILLAR INCCAT700$368,8080.03%
89HERSHEY COHSY1,900$356,7060.03%
90WILLIAMS COS INC9694571005,556$347,0280.03%
91CUMMINS INCCMI820$337,7010.03%
92ILLINOIS TOOL WKS INC4523081091,329$331,2900.03%
93COSTCO WHSL CORP NEW22160K105351$328,6330.03%
94PNC FINL SVCS GROUP INC6934751051,829$328,1230.03%
95VANGUARD INDEX FDS9229085121,885$323,8050.03%
96ISHARES TR4642886465,552$294,7000.03%
97BANK MONTREAL QUE0636711012,225$277,9470.03%
98INTEL CORPINTC7,400$273,8740.03%
99INVESCO QQQ TRIVZ452$272,8670.03%
100GE VERNOVA INCGEV421$252,6000.02%
101ISHARES TR4642884486,290$231,5980.02%
102FORD MTR CO34537086019,357$230,7390.02%
103US BANCORP DELUSB-PS5,032$229,9230.02%
104VANGUARD INDEX FDS922908769692$226,4350.02%
105CARRIER GLOBAL CORPORATIONCARR4,004$225,0450.02%
106INVESCO EXCHANGE TRADED FD TIVZ1,157$217,5010.02%
107PFIZER INCPFE8,784$215,2970.02%
108NETFLIX INCNFLX173$207,4890.02%
109VISA INCV598$204,3260.02%
110ISHARES TR4642873414,992$202,3260.02%
111FS CREDIT OPPORTUNITIES CORPFSCO14,999$96,1450.01%
112TRANSOCEAN LTDRIG25,000$81,5000.01%