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Portfolio (Quarterly) Guide ↗

THOMPSON SIEGEL & WALMSLEY LLC

· CIK 0001008322
13F Portfolio $6.0B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 402 New
Page 7 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GCI LIBERTY INC 290,040.0 $10.8M 0.18% NEW $37.21
122 TNL TRAVEL & LEISURE CO Consumer Cyclical 152,800.0 $10.8M 0.18% NEW $70.53 -11.3%
123 GLNG GOLAR LNG LTD Energy 285,076.0 $10.6M 0.18% NEW $37.21 +53.3%
124 CVS CVS HEALTH CORP Healthcare 133,295.0 $10.6M 0.18% NEW $79.36 +20.8%
125 SEADRILL LIMITED 301,690.0 $10.4M 0.17% NEW $34.60
126 ALL ALLSTATE CORP. Financial Services 50,059.0 $10.4M 0.17% NEW $208.15 +4.4%
127 SLM SLM CORP Financial Services 380,229.0 $10.3M 0.17% NEW $27.06 -21.8%
128 WMT WALMART INC Consumer Defensive 92,335.0 $10.3M 0.17% NEW $111.41 +18.0%
129 MDT MEDTRONIC PLC Healthcare 106,494.0 $10.2M 0.17% NEW $96.06 -20.7%
130 WEX WEX INC Technology 68,325.0 $10.2M 0.17% NEW $148.98 -5.1%
131 WTW WILLIS TOWERS WATSON PLC Financial Services 30,909.0 $10.2M 0.17% NEW $328.61 -24.4%
132 LMT LOCKHEED MARTIN CORPORATION Industrials 20,992.0 $10.2M 0.17% NEW $483.66 +6.7%
133 BBWI BATH & BODY WORKS INC Consumer Cyclical 505,177.0 $10.1M 0.17% NEW $20.08 -19.3%
134 TALO TALOS ENERGY INC Energy 920,271.0 $10.1M 0.17% NEW $11.02 +48.7%
135 BND VANGUARD TOTAL BOND MARKET 136,718.0 $10.1M 0.17% NEW $74.07 -1.9%
136 ALIT ALIGHT INC Technology 5,177,007.0 $10.1M 0.17% NEW $1.95 -58.9%
137 NFG NATIONAL FUEL GAS Energy 125,998.0 $10.1M 0.17% NEW $80.06 +1.5%
138 ADEA ADEIA INC Technology 584,464.0 $10.1M 0.17% NEW $17.25 +58.8%
139 COTY COTY INC Consumer Defensive 3,252,655.0 $10.0M 0.17% NEW $3.08 -33.1%
140 BPOP POPULAR INC Financial Services 80,367.0 $10.0M 0.17% NEW $124.52 +17.6%
Page 7 of 21  ·  402 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 15.7%
Healthcare 15.6%
Consumer Defensive 12.4%
Industrials 10.6%
Financial Services 10.1%
Consumer Cyclical 8.5%
Communication Services 6.5%
Energy 6.4%
Basic Materials 6.3%
Utilities 5.5%