THOMPSON DAVIS & CO., INC. Q1 2026 Filing

Filed April 16, 2026

Portfolio Value

$92.7B

Holdings

141

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (141 positions)

StockValue
MKLMARKEL GROUP INC
$894K
DYDYCOM INDS INC
$882K
KEYSKEYSIGHT TECHNOLOGIES INC
$878K
WMTWALMART INC
$765K
METAMETA PLATFORMS INC
$753K
VUGVANGUARD INDEX FDS
$752K
VBVANGUARD INDEX FDS
$683K
TSLATESLA INC
$678K
MSFTMICROSOFT CORP
$670K
XLYSELECT SECTOR SPDR TR
$626K
XLCSELECT SECTOR SPDR TR
$573K
EMEEMCOR GROUP INC
$554K
GOOGLALPHABET INC
$535K
JNJJOHNSON & JOHNSON
$512K
MUMICRON TECHNOLOGY INC
$505K
AMZNAMAZON COM INC
$416K
PGPROCTER & GAMBLE CO
$403K
LNGCHENIERE ENERGY INC
$390K
VVISA INC
$379K
SNDKSANDISK CORP
$346K
ETNEATON CORP PLC
$340K
NVTNVENT ELEC PLC
$331K
XLKSELECT SECTOR SPDR TR
$326K
PLTRPALANTIR TECHNOLOGIES INC
$320K
MTZMASTEC INC
$319K
VXFVANGUARD INDEX FDS
$307K
XLVSELECT SECTOR SPDR TR
$295K
RSPINVESCO EXCHANGE TRADED FD T
$286K
SPYSTATE STR SPDR S&P 500 ETF T
$286K
XOMEXXON MOBIL CORP
$285K
VIOOVANGUARD ADMIRAL FDS INC
$250K
NOCNORTHROP GRUMMAN CORP
$246K
MDYSTATE STR SPDR S&P MIDCAP 40
$237K
BWXTBWX TECHNOLOGIES INC
$235K
CRWDCROWDSTRIKE HLDGS INC
$234K
VOEVANGUARD INDEX FDS
$230K
CASYCASEYS GEN STORES INC
$216K
XMESPDR SERIES TRUST
$216K
IVVISHARES TR
$214K
IWMISHARES TR
$207K
USLMUNITED STS LIME & MINERALS I
$206K
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