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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 20 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IWO ISHARES RUSSELL 2000 GROWTH 979.0 $386K 0.01% $394.28 -2.3%
382 BSX BOSTON SCIENTIFIC CORP Healthcare 8,831.0 $377K 0.01% $42.69 +16.7%
383 BKNG BOOKING HLDGS INC Consumer Cyclical 2,100.0 $374K 0.01% +2K +2182.6% $178.10 +19.7%
384 IFF INTL FLAVORS & FRAGRANCES Basic Materials 4,718.0 $374K 0.01% $79.27 +8.5%
385 TTMI TTM TECHNOLOGIES Technology 2,000.0 $374K 0.01% NEW $187.00 -40.1%
386 NYF ISHARES NEW YORK MUNI BD 6,828.0 $368K 0.01% $53.90 -2.0%
387 ABT ABBOTT LABS Healthcare 3,975.0 $361K 0.01% -338.0 -7.8% $90.82 +27.1%
388 VONV VANGUARD SCOTTSDALE FDS 3,378.0 $359K 0.01% +446.0 +15.2% $106.28 +6.5%
389 ADP AUTOMATIC DATA PROCESSING INC Industrials 1,586.0 $355K 0.01% -1K -41.3% $223.83 +26.2%
390 UDR UDR INC Real Estate 8,901.0 $355K 0.01% $39.88 -4.0%
391 TIP ISHARES TR 3,149.0 $345K 0.01% $109.56 -1.8%
392 MA MASTERCARD INC-CLASS A Financial Services 672.0 $345K 0.01% -20.0 -2.9% $513.39 +16.5%
393 LITE LUMENTUM HLDGS INC Technology 400.0 $343K 0.01% NEW $857.50 +0.6%
394 WCC WESCO INTERNATIONAL INC Industrials 988.0 $341K 0.01% -275.0 -21.8% $345.14 -1.1%
395 SATS ECHOSTAR CORP-A Technology 3,321.0 $337K 0.01% -28.0 -0.8% $101.48 -14.3%
396 PARAZERO TECHNOLOGIES LTD 646,797.0 $315K 0.01% -15K -2.3% $0.49
397 OUSTER INC 5,000.0 $313K 0.01% -15K -75.0% $62.60
398 FIS FIDELITY NATIONAL INFORMATION Technology 8,000.0 $311K 0.01% NEW $38.88 +4.4%
399 PANW PALO ALTO NETWORKS INC Technology 906.0 $309K 0.01% NEW $341.06 +1.0%
400 IJR ISHARES CORE S&P SMALLCAP ETF 2,059.0 $305K 0.01% +181.0 +9.6% $148.13 -1.2%
Page 20 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%