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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 11 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VOE VANGUARD MID CAP VALUE 2,149.0 $425K 0.01% -146.0 -6.4% $197.77 +5.6%
202 ABT ABBOTT LABS Healthcare 3,975.0 $361K 0.01% -338.0 -7.8% $90.82 +27.9%
203 ADP AUTOMATIC DATA PROCESSING INC Industrials 1,586.0 $355K 0.01% -1K -41.3% $223.83 +26.3%
204 MA MASTERCARD INC-CLASS A Financial Services 672.0 $345K 0.01% -20.0 -2.9% $513.39 +16.7%
205 WCC WESCO INTERNATIONAL INC Industrials 988.0 $341K 0.01% -275.0 -21.8% $345.14 -1.8%
206 SATS ECHOSTAR CORP-A Technology 3,321.0 $337K 0.01% -28.0 -0.8% $101.48 -15.9%
207 PARAZERO TECHNOLOGIES LTD 646,797.0 $315K 0.01% -15K -2.3% $0.49
208 OUSTER INC 5,000.0 $313K 0.01% -15K -75.0% $62.60
209 LBRDK LIBERTY BROADBAND CORP C Communication Services 8,118.0 $270K 0.01% -10K -54.4% $33.26 +8.3%
210 ED CONSOLIDATED EDISON INC Utilities 2,426.0 $268K 0.01% -16.0 -0.7% $110.47 -3.1%
211 XLF SELECT SECTOR SPDR TR 4,738.0 $254K 0.01% -305.0 -6.0% $53.61 +8.8%
212 BIL SPDR 1-3 MONTH TBILL ETF 2,457.0 $225K 0.00% -1K -32.9% $91.58 +0.0%
213 LQD ISHARES TR 2,000.0 $218K 0.00% -52.0 -2.5% $109.00 -2.0%
214 NI NISOURCE INC Utilities 4,575.0 $218K 0.00% -2K -29.8% $47.65 -14.7%
215 ISRG INTUITIVE SURGICAL INC Healthcare 514.0 $204K 0.00% -2K -83.0% $396.89 -6.3%
Page 11 of 11  ·  215 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%