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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 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FENC FENNEC PHARMACEUTICALS IN Healthcare 57,226.0 $352K 0.01% NEW $6.15 +50.2%
42 WDC WESTERN DIGITAL CORP Technology 943.0 $255K 0.00% NEW $270.41 +80.9%
43 VUSB VANGUARD BD INDEX FDS 4,932.0 $246K 0.00% NEW $49.88 -0.4%
44 IJR ISHARES CORE S&P SMALLCAP ETF 1,878.0 $233K 0.00% NEW $124.07 +7.9%
45 SCHA SCHWAB STRATEGIC TR 7,610.0 $221K 0.00% NEW $29.04 +12.2%
46 T AT&T INC Communication Services 7,482.0 $217K 0.00% NEW $29.00 -15.0%
47 IEMG ISHARES CORE MSCI EMERGING 3,118.0 $217K 0.00% NEW $69.60 +14.2%
48 EOG EOG RESOURCES INC Energy 1,450.0 $210K 0.00% NEW $144.83 -6.1%
49 FPE FIRST TR EXCH TRADED FD I 11,670.0 $207K 0.00% NEW $17.74 +1.6%
50 ASTE ASTEC INDUSTRIES Industrials 3,825.0 $206K 0.00% NEW $53.86 -12.7%
51 SANDISK CORP 315.0 $200K 0.00% NEW $634.92
Page 3 of 3  ·  51 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 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%