TOWNSQUARE CAPITAL LLC

PrivateCIK: 1761755
Location

LEHI, UT

📋 What this filing means

TOWNSQUARE CAPITAL LLC filed this quarterly 13F‑HR report disclosing 284 equity positions with a total reported market value of $543.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

284
Positions
$543.92M
Total AUM (reported)
3.94M
Total Shares

Allocation by class

TOTAL AUM$543.92M284 positions
COM$340.75M62.6%
CL A$33.90M6.2%
LOGAN CAP BRD IN$25.29M4.6%
COM NEW$18.86M3.5%
RUS 1000 GRW ETF$13.50M2.5%
CAP STK CL A$12.70M2.3%
COM CL A$11.29M2.1%

Portfolio Concentration

Top 314.0%4–1016.8%11–2519.4%Rest49.7%TOP 1030.9%0%100%
Top 3$76.32M14.0%
4–10$91.48M16.8%
11–25$105.78M19.4%
Rest$270.33M49.7%

Top 3 weight

14.0%

Top 10 weight

30.9%

Voting Authority Distribution

Total shares with voting rights: 3.94M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.94M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole1
Shared0
Other283
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings284
Rows:

APPLE INC

OTR
COM
Shares104.11K
TypeSH
Market value$30.12M
5.54%
Sole
0.00
Shared
0.00
None
104.11K

ADVISORS SER TR

OTR
LOGAN CAP BRD IN
Shares332.52K
TypeSH
Market value$25.29M
4.65%
Sole
0.00
Shared
0.00
None
332.52K

NVIDIA CORPORATION

OTR
COM
Shares104.51K
TypeSH
Market value$20.91M
3.84%
Sole
0.00
Shared
0.00
None
104.51K

AMAZON COM INC

OTR
COM
Shares74.02K
TypeSH
Market value$17.64M
3.24%
Sole
0.00
Shared
0.00
None
74.02K

BROADCOM INC

OTR
COM
Shares45.70K
TypeSH
Market value$17.26M
3.17%
Sole
0.00
Shared
0.00
None
45.70K

ISHARES TR

OTR
RUS 1000 GRW ETF
Shares108.70K
TypeSH
Market value$13.50M
2.48%
Sole
0.00
Shared
0.00
None
108.70K

ALPHABET INC

OTR
CAP STK CL A
Shares35.53K
TypeSH
Market value$12.70M
2.33%
Sole
0.00
Shared
0.00
None
35.53K

MICROSOFT CORP

OTR
COM
Shares30.27K
TypeSH
Market value$11.29M
2.08%
Sole
0.00
Shared
0.00
None
30.27K

MICRON TECHNOLOGY INC

OTR
COM
Shares8.39K
TypeSH
Market value$9.68M
1.78%
Sole
0.00
Shared
0.00
None
8.39K

CISCO SYS INC

OTR
COM
Shares80.06K
TypeSH
Market value$9.40M
1.73%
Sole
0.00
Shared
0.00
None
80.06K

JOHNSON & JOHNSON

OTR
COM
Shares35.44K
TypeSH
Market value$9.00M
1.65%
Sole
0.00
Shared
0.00
None
35.44K

ALPHABET INC

OTR
CAP STK CL C
Shares24.39K
TypeSH
Market value$8.62M
1.58%
Sole
0.00
Shared
0.00
None
24.39K

META PLATFORMS INC

OTR
CL A
Shares14.13K
TypeSH
Market value$7.96M
1.46%
Sole
0.00
Shared
0.00
None
14.13K

ABBVIE INC

OTR
COM
Shares30.43K
TypeSH
Market value$7.66M
1.41%
Sole
0.00
Shared
0.00
None
30.43K

SHELL PLC

OTR
SPON ADS
Shares98.22K
TypeSH
Market value$7.62M
1.40%
Sole
0.00
Shared
0.00
None
98.22K

FLEX LTD

OTR
ORD
Shares46.10K
TypeSH
Market value$7.47M
1.37%
Sole
0.00
Shared
0.00
None
46.10K

CHEVRON CORPORATION

OTR
COM
Shares43.09K
TypeSH
Market value$7.14M
1.31%
Sole
0.00
Shared
0.00
None
43.09K

ADVANCED MICRO DEVICES INC

OTR
COM
Shares12.29K
TypeSH
Market value$7.14M
1.31%
Sole
0.00
Shared
0.00
None
12.29K

JPMORGAN CHASE & CO

OTR
COM
Shares20.98K
TypeSH
Market value$6.87M
1.26%
Sole
0.00
Shared
0.00
None
20.98K

ELI LILLY & CO

OTR
COM
Shares5.38K
TypeSH
Market value$6.45M
1.19%
Sole
0.00
Shared
0.00
None
5.38K

MASTERCARD INCORPORATED

OTR
CL A
Shares12.50K
TypeSH
Market value$6.42M
1.18%
Sole
0.00
Shared
0.00
None
12.50K

PHILIP MORRIS INTL INC

OTR
COM
Shares34.36K
TypeSH
Market value$6.22M
1.14%
Sole
0.00
Shared
0.00
None
34.36K

VERIZON COMMUNICATIONS INC

OTR
COM
Shares141.83K
TypeSH
Market value$6.01M
1.10%
Sole
0.00
Shared
0.00
None
141.83K

SPDR SERIES TRUST

OTR
ST STR P500GRW
Shares47.21K
TypeSH
Market value$5.62M
1.03%
Sole
0.00
Shared
0.00
None
47.21K

US BANCORP

OTR
COM NEW
Shares92.79K
TypeSH
Market value$5.60M
1.03%
Sole
0.00
Shared
0.00
None
92.79K
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