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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 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 KLTR KALTURA INC Technology 12,000 $20K 0.01% SOLD
42 XPL SOLITARIO RESOURCES CORP Basic Materials 20,333 $14K 0.01% SOLD
43 TRX GOLD CORPORATION 14,222 $13K 0.01% SOLD
44 CDLX CARDLYTICS INC Communication Services 11,321 $13K 0.01% SOLD
45 AMPLITECH GROUP INC 32,784 $3K 0.00% SOLD
Page 3 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%