TODD Asset Management LLC

TODD Asset Management LLC, a Kentucky-based limited liability company, has successfully obtained SEC approval as of May 15, 1998. With a team of 20 employees, 5 of whom hold advisory positions, TODD Asset Management caters to a select clientele of 16.

• CASSEROLE LLC

  MEMBER OF LLC owns more than 10% but less than 25%

• CHRISTOPHER ABBOTT BENNETT

  MARKETING DIRECTOR owns less than 5%

• CURTISS MILLER SCOTT

  PRESIDENT, CIO, DIRECTOR owns more than 25% but less than 50%

• JAMES RAYMOND JENKINS

  CHIEF COMPLIANCE OFFICER, CFO, DIRECTOR owns more than 5% but less than 10%

• JENNIFER JANE DOSS

  SECRETARY, COO owns less than 5%

• JOHN CLETUS HOLDEN

  SENIOR PORTFOLIO MANAGER, DIRECTOR owns more than 10% but less than 25%

• JOHN JAMES WHITE

  SENIOR PORTFOLIO MANAGER, DIRECTOR OF RESEARCH, DIRECTOR owns more than 10% but less than 25%

• JOHN STEPHEN POOLE

  MANAGING DIRECTOR, MARKETING owns more than 5% but less than 10%

• ROBERT PAUL PRUGAR

  SOLE OWNER owns 75% or more

• Alexander Investment Services Co
• Cardinal Strategic Wealth Guidance LLC
• Atlas Brown Inc
• Stegner Investment Associates Inc
• MWM Advisory Services LLC
• Waycross Partners LLC
• KPP Advisory Services LLC
• River ROAD Asset Management LLC
• Pillar Financial Advisors LLC
• Wealthmd Corporation

• Todd Asset Management Quarterly Holding Shifts: Q3 2022 vs. Q4 2022 Analysis

• MEDTRONIC PLC $66,837k
• Aptiv PLC $60,157k
• HOME DEPOT INC $57,763k
• JPMORGAN CHASE & CO $57,509k
• Apple Inc $53,482k
• AUTOZONE INC $49,876k
• CITIZENS FINANCIAL $49,218k
• CISCO SYSTEMS INC $44,749k
• F5 NETWORKS INC $44,660k
• Bank of America Corp. $43,804k