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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 8 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CAMBIUM NETWORKS CORP 13,500.0 $2K 0.00% -6K -32.5% $0.15
Page 8 of 8  ·  141 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
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%