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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 18 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RCAT RED CAT HLDGS INC Technology 71,000.0 $756K 0.01% +47K +195.8% $10.65 -14.2%
342 AMPG AMPLITECH GROUP INC Technology 105,040.0 $731K 0.01% NEW $6.96 -47.8%
343 AELUMA INC 33,057.0 $730K 0.01% -67K -67.1% $22.08
344 IBKR INTERACTIVE BROKERS GRO-CL A Financial Services 8,000.0 $696K 0.01% $87.00 +10.7%
345 LASR NLIGHT INC Technology 10,000.0 $696K 0.01% +2K +25.0% $69.60 -37.6%
346 NEE NEXTERA ENERGY INC Utilities 7,918.0 $695K 0.01% +114.0 +1.5% $87.77 -4.0%
347 WDC WESTERN DIGITAL CORP Technology 1,058.0 $676K 0.01% +115.0 +12.2% $638.94 -30.5%
348 RSP INVESCO S&P 500 ETF 3,166.0 $674K 0.01% $212.89 +4.1%
349 UNP UNION PACIFIC CORP Industrials 2,416.0 $657K 0.01% -661.0 -21.5% $271.94 +13.6%
350 FENC FENNEC PHARMACEUTICALS IN Healthcare 57,226.0 $615K 0.01% $10.75 +7.7%
351 OSS ONE STOP SYS INC Technology 31,788.0 $578K 0.01% -65K -67.2% $18.18 -38.1%
352 VABK VIRGINIA NATL BANKSHARES Financial Services 12,912.0 $573K 0.01% $44.38 +5.7%
353 MO ALTRIA GROUP INC Consumer Defensive 7,905.0 $569K 0.01% -205.0 -2.5% $71.98 -5.6%
354 MCD MCDONALDS CORP Consumer Cyclical 2,076.0 $561K 0.01% -27.0 -1.3% $270.23 -0.4%
355 CSX CSX CORP. Industrials 11,613.0 $552K 0.01% -5K -29.2% $47.53 +8.0%
356 ADM ARCHER-DANIELS-MIDLAND CO Consumer Defensive 7,147.0 $546K 0.01% -218K -96.8% $76.40 +2.9%
357 UAMY UNITED STATES ANTIMONY CO Basic Materials 75,000.0 $544K 0.01% NEW $7.25 -28.7%
358 IJH ISHARES CORE S&P 500 MIDCAP ET 7,027.0 $542K 0.01% +492.0 +7.5% $77.13 -1.4%
359 SAFE PRO GROUP INC 118,976.0 $515K 0.01% $4.33
360 SCZ ISHARES MSCI EAFE SMALL CAP 6,219.0 $512K 0.01% +107.0 +1.8% $82.33 +5.9%
Page 18 of 22  ·  435 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%