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Portfolio (Quarterly) Guide ↗

THOMPSON SIEGEL & WALMSLEY LLC

· CIK 0001008322
13F Portfolio $6.0B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 402 New
Page 12 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HLF HERBALIFE LTD Consumer Defensive 386,387.0 $5.0M 0.08% NEW $12.89 -2.3%
222 AIG AMERICAN INTERNATIONAL GROUP Financial Services 58,195.0 $5.0M 0.08% NEW $85.56 -9.4%
223 ELECTROVAYA INC 629,873.0 $5.0M 0.08% NEW $7.90
224 NBHC NATIONAL BK HLDGS CORP Financial Services 130,830.0 $5.0M 0.08% NEW $38.01 +9.0%
225 VERI VERITONE INC Technology 1,063,370.0 $4.9M 0.08% NEW $4.65 -58.5%
226 BKR BAKER HUGHES CO Energy 105,071.0 $4.8M 0.08% NEW $45.54 +43.8%
227 IWF ISHARES RUSSELL 1000 GROWTH 10,059.0 $4.8M 0.08% NEW $473.31 -74.0%
228 NOC NORTHROP GRUMMAN CORP Industrials 7,919.0 $4.5M 0.08% NEW $570.15 -3.5%
229 IAU ISHARES GOLD TR Financial Services 54,482.0 $4.4M 0.07% NEW $81.16 +3.9%
230 GDOT GREEN DOT CORP-CLASS A Financial Services 343,870.0 $4.4M 0.07% NEW $12.81 -1.4%
231 BBY BEST BUY CO INC. Consumer Cyclical 65,700.0 $4.4M 0.07% NEW $66.93 -11.4%
232 INTC INTEL Technology 118,946.0 $4.4M 0.07% NEW $36.90 +193.2%
233 LH LABCORP HOLDINGS INC Healthcare 17,408.0 $4.4M 0.07% NEW $250.86 +1.9%
234 PNFP PINNACLE FINANCIAL PARTNERS Financial Services 45,529.0 $4.3M 0.07% NEW $95.41 -0.6%
235 ADBE ADOBE SYSTEMS INC. Technology 12,269.0 $4.3M 0.07% NEW $349.99 -27.1%
236 BRIGHTSTAR LOTTERY 275,820.0 $4.3M 0.07% NEW $15.48
237 LHX L3HARRIS TECHNOLOGIES INC Industrials 14,295.0 $4.2M 0.07% NEW $293.60 +6.0%
238 ATKR ATKORE INC Industrials 65,458.0 $4.1M 0.07% NEW $63.25 +13.4%
239 MELI MERCADOLIBRE INC Consumer Cyclical 2,030.0 $4.1M 0.07% NEW $2014.29 -21.3%
240 SRE SEMPRA ENERGY Utilities 44,150.0 $3.9M 0.07% NEW $88.29 +2.2%
Page 12 of 21  ·  402 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 15.7%
Healthcare 15.6%
Consumer Defensive 12.4%
Industrials 10.6%
Financial Services 10.1%
Consumer Cyclical 8.5%
Communication Services 6.5%
Energy 6.4%
Basic Materials 6.3%
Utilities 5.5%