Towneley-Capital-Management-Inc--De

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "GOOGL",
  "GLTR",
  null,
  null,
  null,
  null,
  null,
  "LOOP",
  null,
  "MSFT",
  "VGIT",
  "VGSH",
  "IVV",
  "AAPL",
  "GLD",
  "TRV",
  "VO",
  null,
  "SELF",
  "SGOL",
  null,
  null,
  null,
  "VEU",
  "VUG",
  null,
  "VXUS",
  "VGLT",
  "VTEB",
  "BND",
  "VTV",
  null,
  "SCHD",
  "KMB",
  "BRK-B",
  "DE",
  null,
  null,
  null,
  "GOOG",
  "LLY",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 44
Total Value: 427467454
Accession Number: 0001172661-25-001485
Form Type: 13F-HR
CIK: towneley-capital-management-inc--de
Manager Name: Towneley-Capital-Management-Inc--De

Data Enrichment

61% identified

27 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

44 positions • $427.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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Global Self Storage, Inc.

SELF|37955N106

Shares:45.7K

Value:$230.5K

% of Portfolio:0.1% ($230.5K/$427.5M)

Alphabet Inc.

GOOG|02079K107

Shares:1.3K

Value:$210.3K

% of Portfolio:0.0% ($210.3K/$427.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.3K

Value:$208.2K

% of Portfolio:0.0% ($208.2K/$427.5M)

Loop Industries, Inc.

LOOP|543518104

Shares:67.9K

Value:$78.0K

% of Portfolio:0.0% ($78.0K/$427.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Global Self Storage, Inc.(SELFcusip37955N106)	45.7K	QoQ +1.43% (-646) YoY +5.87% (+2.5K)	All Managers (Combined)	$230.5K	0.1% ($230.5K/$427.5M)	QoQ -4.08% (-$9.8K) YoY +19.91% (+$38.3K)
Alphabet Inc.(GOOGcusip02079K107)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$210.3K	0.0% ($210.3K/$427.5M)	QoQ NEW(+$210.3K) YoY NEW(+$210.3K)
Alphabet Inc.(GOOGLcusip02079K305)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$208.2K	0.0% ($208.2K/$427.5M)	QoQ NEW(+$208.2K) YoY NEW(+$208.2K)
Loop Industries, Inc.(LOOPcusip543518104)	67.9K	QoQ NEW(+67.9K) YoY NEW(+67.9K)	All Managers (Combined)	$78.0K	0.0% ($78.0K/$427.5M)	QoQ NEW(+$78.0K) YoY NEW(+$78.0K)