Fund HoldingsTOWNSQUARE CAPITAL LLC

Total Portfolio Value
$443.51M
Total Bought
$53.00M
Total Sold
$33.66M
Net Transaction
+$19.33M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
MONDELEZ INTL INC(MDLZ)087,745+87,74505,0581.14%+5,058
PFIZER INC(PFE)0200,395+200,39505,6271.27%+5,627
CHEVRON CORPORATION(CVX)042,173+42,17308,7261.97%+8,726
SHELL PLC(SHEL)94,03494,305+2716,9108,7701.98%+1,861
AT&T INC(T)0203,178+203,17805,8901.33%+5,890
VERIZON COMMUNICATIONS INC(VZ)0140,243+140,24307,0401.59%+7,040
UNITED PARCEL SVCS INC(UPS)049,075+49,07504,8281.09%+4,828
MICRON TECHNOLOGY INC(MU)10,39411,444+1,0502,9673,8660.87%+900
ALPHABET INC(GOOG)022,710+22,71006,5151.47%+6,515
GE VERNOVA INC(GEV)2,7532,994+2411,7992,6130.59%+814
STERLING INFRASTRUCTURE INC(STRL)05,425+5,42502,2090.50%+2,209
CONOCOPHILLIPS(COP)15,28516,485+1,2001,4312,1760.49%+745
INTERACTIVE BROKERS GROUP IN(IBKR)8,98819,320+10,3325781,2960.29%+718
UNITED RENTALS INC(URI)02,222+2,22201,6190.37%+1,619
EXXON MOBIL CORP14,56114,332-2291,7522,4310.55%+679
COSTCO WHOLESALE CORPORATION(COST)03,409+3,40903,3970.77%+3,397
PEPSICO INC(PEP)038,635+38,63506,0001.35%+6,000
VERTIV HOLDINGS CO(VRT)02,565+2,56506430.14%+643
AMPHENOL CORP018,174+18,17402,2960.52%+2,296
OLD DOMINION FREIGHT LINE IN(ODFL)08,714+8,71401,7030.38%+1,703
MERCK & CO INC(MRK)018,539+18,53902,2300.50%+2,230
CATERPILLAR INC(CAT)2,7902,868+781,5982,0320.46%+434
LOCKHEED MARTIN CORP(LMT)02,802+2,80201,6940.38%+1,694
CASEYS GEN STORES INC(CASY)02,495+2,49501,8160.41%+1,816
OCCIDENTAL PETE CORP(OXY)014,627+14,62709510.21%+951
APPLIED MATLS INC04,346+4,34601,4850.33%+1,485
FLEXTRONICS INTL LTD(FLEX)060,937+60,93703,9890.90%+3,989
CLOUDFLARE INC(NET)01,892+1,89203900.09%+390
NETFLIX INC.(NFLX)060,410+60,41005,8081.31%+5,808
WILLIS TOWERS WATSON PLC LTD(WTW)01,308+1,30803800.09%+380
WALMART INC(WMT)10,87712,711+1,8341,2121,5800.36%+368
LITTELFUSE INC(LFUS)03,730+3,73001,2660.29%+1,266
BRINKER INTL INC(EAT)05,739+5,73908190.18%+819
LANTHEUS HLDGS INC(LNTH)7,62210,856+3,2345078230.19%+316
AUTOMATIC DATA PROCESSING IN04,193+4,19308520.19%+852
CHENIERE ENERGY INC(LNG)01,034+1,03402930.07%+293
APTIV PLC(APTV)09,067+9,06706300.14%+630
ANALOG DEVICES INC(ADI)0882+88202810.06%+281
LAM RESEARCH CORP(LRCX)5,0895,390+3018711,1520.26%+280
FASTENAL CO(FAST)016,539+16,53907670.17%+767
KKR & CO INC(KKR)011,577+11,57701,0710.24%+1,071
ASTRAZENECA PLC(AZN)01,344+1,34402650.06%+265
WORLD GOLD TR(GLD)02,849+2,84902640.06%+264
VANGUARD STAR FDS03,370+3,37002600.06%+260
ISHARES TR03,458+3,45802570.06%+257
CORTEVA INC(CTVA)03,042+3,04202550.06%+255
PULTE GROUP INC(PHM)010,736+10,73601,2630.28%+1,263
NORDSON CORP(NDSN)0942+94202510.06%+251
NORFOLK SOUTHN CORP(NSC)0869+86902490.06%+249
EQUINOR ASA(EQNR)05,678+5,67802400.05%+240
PROCTER & GAMBLE CO(PG)016,073+16,07302,3220.52%+2,322
NOVARTIS AG(NVS)01,557+1,55702380.05%+238
MONOLITHIC PWR SYS INC(MPWR)0215+21502350.05%+235
SANDISK CORP(SNDK)0361+36102290.05%+229
KLA CORP(KLAC)1,0701,038-321,3001,5280.34%+228
PHILLIPS 66(PSX)01,249+1,24902270.05%+227
ON SEMICONDUCTOR CORP(ON)017,452+17,45201,0810.24%+1,081
VALERO ENERGY CORP(VLO)0862+86202130.05%+213
HUBBELL INC(HUBB)02,841+2,84101,3940.31%+1,394
BP PLC(BP)20,06319,328-7356979080.20%+212
MARVELL TECHNOLOGY INC(MRVL)02,136+2,13602120.05%+212
DECKERS OUTDOOR CORP(DECK)02,088+2,08802090.05%+209
LINDE PLC(LIN)0421+42102090.05%+209
TOTALENERGIES SE(TTE)02,274+2,27402070.05%+207
EMCOR GROUP INC(EME)0278+27802050.05%+205
TRANE TECHNOLOGIES PLC(TT)0487+48702030.05%+203
DUKE ENERGY CORP NEW(DUK)011,670+11,67001,5280.34%+1,528
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)02,257+2,25704720.11%+472
AGNICO EAGLE MINES LTD(AEM)04,150+4,15008420.19%+842
INTEL CORP(INTC)011,337+11,33705000.11%+500
MCDONALDS CORP(MCD)04,440+4,44001,3800.31%+1,380
HONEYWELL INTL INC(HON)04,428+4,42801,0010.23%+1,001
VANGUARD INDEX FDS1,6502,182+5324796270.14%+148
MARATHON PETE CORP(MPC)01,692+1,69204130.09%+413
HOME DEPOT INC(HD)08,773+8,77302,8850.65%+2,885
CONSTELLATION BRANDS INC(STZ)1,7832,600+8172463900.09%+144
GILEAD SCIENCES INC(GILD)6,7576,955+1988299690.22%+140
CME GROUP INC(CME)2,2212,519+2986077440.17%+137
ENBRIDGE INC(ENB)014,061+14,06107610.17%+761
CAPITAL ONE FINL CORP(COF)1,1842,266+1,0822874130.09%+126
EATON CORP PLC(ETN)01,145+1,14504100.09%+410
MARRIOTT INTL INC NEW(MAR)6,8486,874+262,1252,2480.51%+124
CORNING INC(GLW)03,435+3,43504670.11%+467
DEERE & CO(DE)1,0661,080+144966080.14%+112
UNION PAC CORP(UNP)04,642+4,64201,1260.25%+1,126
AMGEN INC(AMGN)03,865+3,86501,3600.31%+1,360
TARGA RES CORP(TRGP)1,2671,338+712343350.08%+102
STARBUCKS CORP(SBUX)010,567+10,56709470.21%+947
CSX CORP(CSX)013,341+13,34105480.12%+548
NEXTERA ENERGY INC(NEE)05,906+5,90605490.12%+549
AIR PRODUCTS AND CHEMICALS I01,626+1,62604720.11%+472
AMERICAN ELEC PWR CO INC5,0825,175+935866780.15%+92
BRISTOL-MYERS SQUIBB CO(BMY)06,694+6,69404060.09%+406
WILLIAMS COS INC(WMB)07,710+7,71005610.13%+561
COMCAST CORP NEW(CCZ)024,974+24,97407170.16%+717
BURLINGTON STORES INC(BURL)01,067+1,06703470.08%+347
ASML HLDG NV
N Y REGISTRY SHS
0363+36304790.11%+479
VANGUARD WHITEHALL FDS013,302+13,30201,9700.44%+1,970
SPDR GOLD TR(GLD)2,1992,201+28719470.21%+76
MOTOROLA SOLUTIONS INC(MSI)0633+63302750.06%+275
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