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Portfolio (Quarterly) Guide ↗

THOMPSON SIEGEL & WALMSLEY LLC

· CIK 0001008322
13F Portfolio $5.7B AUM 418 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 51 New 103 Added 203 Reduced 35 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 ALLY ALLY FINL INC Financial Services 10,603 $480K 0.01% SOLD
22 MDXG MIMEDX GROUP INC Healthcare 67,615 $458K 0.01% SOLD
23 USFD US FOODS HLDG CORP Consumer Defensive 5,456 $411K 0.01% SOLD
24 ASTRAZENECA PLC-SPONS ADR 4,324 $398K 0.01% SOLD
25 ONDS ONDAS HOLDINGS INC Technology 38,077 $372K 0.01% SOLD
26 RRC CALL RANGE RESOURCES INC Energy 10,000 $352K 0.01% SOLD
27 XPERI INC 52,983 $310K 0.01% SOLD
28 PHG KONINKLIJKE PHILIPS NV Healthcare 10,831 $293K 0.01% SOLD
29 JAMES RIV GROUP HOLDINGS 45,540 $290K 0.01% SOLD
30 UVV UNIVERSAL CORP. OF VIRGINIA Consumer Defensive 5,507 $290K 0.01% SOLD
31 KMX CARMAX INC Consumer Cyclical 5,449 $211K 0.00% SOLD
32 VV VANGUARD LARGE CAP ETF 661 $208K 0.00% SOLD
33 BA BOEING COMPANY Industrials 938 $204K 0.00% SOLD
34 CXE MFS HIGH INCOME MUN TR Financial Services 12,623 $47K 0.00% SOLD
35 TELEFONICA SA-SPON ADR 10,393 $42K 0.00% SOLD
Page 2 of 2  ·  35 positions
Sector Allocation
Technology 18.0%
Healthcare 15.3%
Consumer Defensive 11.5%
Financial Services 9.3%
Industrials 8.9%
Consumer Cyclical 8.2%
Communication Services 8.0%
Energy 6.3%
Utilities 5.7%
Basic Materials 4.6%