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Portfolio (Quarterly) Guide ↗

THOMPSON SIEGEL & WALMSLEY LLC

· CIK 0001008322
13F Portfolio $5.6B AUM 435 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 45 New 103 Added 215 Reduced 28 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GD GENERAL DYNAMICS CORP Industrials 602.0 $213K 0.00% NEW $353.82 +6.3%
42 AUB ATLANTIC UN BANKSHARES CO Financial Services 4,977.0 $211K 0.00% NEW $42.40 -4.5%
43 USMV ISHARES EDGE MSCI MIN VOL US 2,100.0 $203K 0.00% NEW $96.67 +4.9%
44 ETN EATON CORP PLC Industrials 470.0 $200K 0.00% NEW $425.53 -3.5%
45 PWV INVESCO LARGE CAP VALUE ETF 2,642.0 $200K 0.00% NEW $75.70 +8.9%
Page 3 of 3  ·  45 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 19.1%
Healthcare 15.3%
Financial Services 10.8%
Consumer Defensive 10.7%
Industrials 10.0%
Consumer Cyclical 7.7%
Energy 6.9%
Communication Services 5.8%
Utilities 5.4%
Real Estate 4.8%