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Portfolio (Quarterly) Guide ↗

THOMPSON DAVIS & CO., INC.

· CIK 0001017284
13F Portfolio $150M AUM 141 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 24 Added 53 Reduced 45 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 SBUX STARBUCKS CORP Consumer Cyclical 3,406 $287K 0.17% SOLD
22 CRM SALESFORCE INC Technology 1,000 $265K 0.16% SOLD
23 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 3,315 $253K 0.15% SOLD
24 SLV ISHARES SILVER TR Financial Services 3,661 $236K 0.14% SOLD
25 AMD ADVANCED MICRO DEVICES INC Technology 975 $209K 0.12% SOLD
26 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 2,457 $202K 0.12% SOLD
27 SIDUS SPACE INC 61,900 $194K 0.12% SOLD
28 PBI PITNEY BOWES INC Industrials 10,811 $114K 0.07% SOLD
29 ARRY ARRAY TECHNOLOGIES INC Energy 10,515 $97K 0.06% SOLD
30 VERI VERITONE INC Technology 20,400 $95K 0.06% SOLD
31 GNT GAMCO NAT RES GOLD & INCOME Financial Services 11,190 $83K 0.05% SOLD
32 STRIVE INC 100,642 $74K 0.04% SOLD
33 APPS DIGITAL TURBINE INC Technology 13,350 $67K 0.04% SOLD
34 SLI STANDARD LITHIUM LTD Basic Materials 11,250 $50K 0.03% SOLD
35 VFF VILLAGE FARMS INTL INC Consumer Defensive 11,800 $43K 0.03% SOLD
36 SLND SOUTHLAND HLDGS INC Industrials 12,500 $42K 0.03% SOLD
37 NPWR NET POWER INC Industrials 18,111 $41K 0.03% SOLD
38 PZG PARAMOUNT GOLD NEV CORP Basic Materials 21,055 $27K 0.02% SOLD
39 SOTHERLY HOTELS INC 12,000 $26K 0.01% SOLD
40 GPRO GOPRO INC Technology 16,750 $24K 0.01% SOLD
Page 2 of 3  ·  45 positions
Sector Allocation
Basic Materials 52.3%
Industrials 20.7%
Technology 8.1%
Financial Services 5.5%
Healthcare 4.0%
Communication Services 2.5%
Consumer Defensive 2.2%
Consumer Cyclical 1.9%
Utilities 1.5%
Energy 1.3%