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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 18 of 21  ·  418 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 VERI VERITONE INC Technology 343,213.0 $676K 0.01% -720K -67.7% $1.97 +5.1%
342 CSX CSX CORP. Industrials 16,413.0 $674K 0.01% $41.07 +11.8%
343 VOT VANGUARD MID CAP GROWTH 2,601.0 $669K 0.01% $257.21 +11.0%
344 CPNG COUPANG INC Consumer Cyclical 35,000.0 $661K 0.01% $18.89 -12.2%
345 MCD MCDONALDS CORP Consumer Cyclical 2,103.0 $654K 0.01% +50.0 +2.4% $310.98 -11.6%
346 RSP INVESCO S&P 500 ETF 3,157.0 $606K 0.01% $191.95 +5.0%
347 INGN INOGEN INC Healthcare 94,900.0 $586K 0.01% -34K -26.4% $6.17 +3.3%
348 GLW CORNING INC. Technology 4,255.0 $579K 0.01% $136.08 +53.1%
349 IVV ISHARES CORE S&P 500 ETF 886.0 $579K 0.01% $653.50 +13.6%
350 BSX BOSTON SCIENTIFIC CORP Healthcare 8,831.0 $554K 0.01% $62.73 -16.0%
351 ADP AUTOMATIC DATA PROCESSING INC Industrials 2,702.0 $549K 0.01% NEW $203.18 +5.6%
352 IBKR INTERACTIVE BROKERS GRO-CL A Financial Services 8,000.0 $537K 0.01% -20K -71.9% $67.12 +31.5%
353 MO ALTRIA GROUP INC Consumer Defensive 8,110.0 $535K 0.01% $65.97 +9.8%
354 ASIX ADVANSIX INC Basic Materials 21,849.0 $533K 0.01% -198K -90.1% $24.39 -11.4%
355 PARAZERO TECHNOLOGIES LTD 662,030.0 $510K 0.01% NEW $0.77
356 PTEN PATTERSON-UTI ENERGY Energy 46,773.0 $507K 0.01% -1.1M -95.8% $10.84 +11.8%
357 PSX PHILLIPS 66 Energy 2,776.0 $506K 0.01% -42.0 -1.5% $182.28 -5.9%
358 XERS XERIS BIOPHARMA HOLDINGS Healthcare 86,320.0 $501K 0.01% -15K -14.4% $5.80 +9.9%
359 SPGI S&P GLOBAL INC Financial Services 1,161.0 $494K 0.01% NEW $425.50 -5.1%
360 VABK VIRGINIA NATL BANKSHARES Financial Services 12,912.0 $493K 0.01% $38.18 +11.9%
Page 18 of 21  ·  418 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%