BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 19 of 21  ·  418 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IJJ ISHARES S&P MID CAP 400 3,670.0 $486K 0.01% -19K -83.5% $132.43 +4.1%
362 SCZ ISHARES MSCI EAFE SMALL CAP 6,112.0 $479K 0.01% +566.0 +10.2% $78.37 +7.5%
363 HON HONEYWELL INTERNATIONAL INC Industrials 2,025.0 $458K 0.01% -17.0 -0.8% $226.17 -3.7%
364 LASR NLIGHT INC Technology 8,000.0 $456K 0.01% NEW $57.00 +42.7%
365 SAFE PRO GROUP INC 118,976.0 $453K 0.01% NEW $3.81
366 ABT ABBOTT LABS Healthcare 4,313.0 $443K 0.01% -117.0 -2.6% $102.71 -17.8%
367 IJH ISHARES CORE S&P 500 MIDCAP ET 6,535.0 $441K 0.01% +650.0 +11.1% $67.48 +7.0%
368 MMM 3M CO Industrials 2,922.0 $424K 0.01% -75.0 -2.5% $145.11 +0.0%
369 AZN ASTRAZENECA PLC Healthcare 2,152.0 $424K 0.01% NEW $197.03 -7.8%
370 VWO VANGUARD EMERGING MARKET ETF 7,818.0 $423K 0.01% $54.11 +8.0%
371 VOE VANGUARD MID CAP VALUE 2,295.0 $423K 0.01% -6K -72.8% $184.31 +3.4%
372 CNP CENTERPOINT ENERGY INC Utilities 9,599.0 $414K 0.01% -216.0 -2.2% $43.13 -1.4%
373 YUM YUM! BRANDS INC Consumer Cyclical 2,639.0 $410K 0.01% -528.0 -16.7% $155.36 -3.0%
374 VLO VALERO ENERGY CORP Energy 1,600.0 $395K 0.01% $246.88 -0.9%
375 SATS ECHOSTAR CORP-A Technology 3,349.0 $392K 0.01% -6K -65.1% $117.05 +15.4%
376 ALB ALBERMARLE CORP. Basic Materials 2,171.0 $390K 0.01% $179.64 +0.4%
377 BKNG BOOKING HLDGS INC Consumer Cyclical 92.0 $387K 0.01% +4.0 +4.5% $4206.52 -96.3%
378 SFM SPROUTS FARMERS MARKET INC Consumer Defensive 5,000.0 $386K 0.01% $77.20 +12.6%
379 OUSTER INC 20,000.0 $367K 0.01% -13K -39.4% $18.35
380 NYF ISHARES NEW YORK MUNI BD 6,819.0 $362K 0.01% +742.0 +12.2% $53.09 +0.1%
Page 19 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%