Long-term investor
Townsend & Associates, Inc. @townsendassociatesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001729359).
Record
- Tracked since 2025-06-30 (434 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days -0.2% · 6 months +8.8% · 1 year +11.7% · all +11.7%
- Max drawdown -0.2% · Sharpe 1.21 · win rate 35% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SHV · 6.2% · long · since 2025-06-30
- ISTB · 5.1% · long · since 2025-06-30
- BHP · 4.2% · long · since 2025-06-30
- JIII · 4.0% · long · since 2025-06-30
- TLT · 3.9% · long · since 2025-06-30
- NTR · 3.6% · long · since 2025-06-30
- MYRG · 3.5% · long · since 2025-06-30
- GLD · 3.4% · long · since 2025-06-30
- HDV · 3.1% · long · since 2025-06-30
- IUSV · 3.0% · long · since 2025-06-30
- CSPF · 2.9% · long · since 2025-12-31
- AIG · 2.9% · long · since 2025-06-30