Arkolith/Funds/Thompson Davis & Co., Inc.

Thompson Davis & Co., Inc.

CIK 1017284
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Thompson Davis & Co., Inc. holds a focused book of 168 stocks worth $167.2M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Corning Inc and trimmed Smith-Midland Corp. Their largest long position is Smith-Midland Corp at 32% of the equity book. Cloning the disclosed picks since 2025 would be +3% (+1.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show THOMPSON DAVIS & CO., INC.'s latest
holdings, largest changes, and filing provenance.
Opened
174
new positions
Added to
50
existing
Trimmed
38
reduced
Sold out
25
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+2.6%
+1.8%/yr · since Feb '25
Their reported book
-5.2%
held from quarter-end
S&P 500
+25.7%
same window
$8K$9K$10K$12K$13KFeb '25May '25Sep '25Dec '25Apr '26Jul '26
Thompson Davis & Co., Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 7.9 points over this window.

Growth of $10,000 cloning Thompson Davis & Co., Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
45%
Top 10 holdings
52%
Top 20 holdings
62%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

79% mapped to company sectors

Materials
40%
ETF / fund or unclassified
21%
Information Technology
14%
Industrials
11%
Consumer Discretionary
4%
Financials
4%
Health Care
4%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Thompson Davis & Co., Inc.

Manager / fundShared namesTheir $ in those
ROYAL BANK OF CANADA79 / 80$134.4B
MORGAN STANLEY78 / 80$479.6B
UBS Group AG78 / 80$119.8B
OSAIC HOLDINGS, INC.78 / 80$15.6B
WELLS FARGO & COMPANY/MN77 / 80$130.3B
CWM, LLC77 / 80$7.8B
BlackRock, Inc.76 / 80$1.9T
FMR LLC76 / 80$715.7B

Ranked by how many of Thompson Davis & Co., Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

168 positions
#SecurityValueShares% PortLast moveHistory
1Smith Midland Corp
COM
$52.9M1.82M
31.6%
−0.9%
Reduced · −18K sh
2Carlisle Cos Inc
COM
$10.5M28.9K
6.3%
−0.1%
Reduced · −35 sh
3Dover Corp
COM
$4.7M20.9K
2.8%
−0.2%
Reduced · −50 sh
4J P Morgan Exchange Traded F
ULTRA SHRT ETF
$3.2M63.3K
1.9%
+42%
Added · +19K sh
5Vanguard Index FDS
S&P 500 ETF SHS
$3.2M4.6K
1.9%
+8.1%
Added · +346 sh
6Sherwin Williams Co
COM
$2.6M7.5K
1.5%
Held
7Ge Vernova Inc
COM
$2.5M2.1K
1.5%
Held
8Apple Inc
COM
$2.4M8.3K
1.4%
+84%
Added · +4K sh
9Vanguard Specialized Funds
DIV APP ETF
$2.2M9.4K
1.3%
−2.0%
Reduced · −189 sh
10Chubb Limited
COM
$2.1M6.0K
1.2%
Held
11Corning Inc
COM
$2.0M8.0K
1.2%
New
New position
12SPDR Series Trust
ST STR BLO 1 ETF
$2.0M22.1K
1.2%
+19%
Added · +3K sh
13Nvidia Corporation
COM
$1.9M9.4K
1.1%
+5.9%
Added · +529 sh
14Vaneck ETF Trust
SEMICONDUCTR ETF
$1.8M2.7K
1.1%
−1.8%
Reduced · −50 sh
15Comfort Sys USA Inc
COM
$1.7M862
1.0%
−52%
Reduced · −949 sh
16SPDR Series Trust
ST SHO TREAS ETF
$1.6M56.1K
1.0%
+7.9%
Added · +4K sh
17SPDR Series Trust
ST STR P500ETF
$1.5M16.6K
0.9%
+0.8%
Added · +125 sh
18Profound Med Corp
COM NEW
$1.4M216.5K
0.9%
+0.3%
Added · +750 sh
19Eli Lilly & Co
COM
$1.4M1.2K
0.9%
Held
20Dycom Inds Inc
COM
$1.4M2.7K
0.8%
+4.0%
Added · +105 sh
21Alphabet Inc
CAP STK CL C
$1.3M3.8K
0.8%
+6.7%
Added · +237 sh
22Ge Aerospace
COM NEW
$1.3M3.4K
0.8%
Held
23Amazon Com Inc
COM
$1.2M5.2K
0.7%
+162%
Added · +3K sh
24Costco Wholesale Corporation
COM
$1.2M1.3K
0.7%
−1.8%
Reduced · −23 sh
25Keysight Technologies Inc
COM
$1.1M3.3K
0.7%
+5.3%
Added · +165 sh
26SPDR Series Trust
ST INTER ETF
$1.1M40.2K
0.7%
+0.1%
Added · +42 sh
27Schwab Strategic TR
US DIVIDEND EQ
$1.1M34.8K
0.7%
+103%
Added · +18K sh
28Vanguard Index FDS
VALUE ETF
$1.1M5.0K
0.7%
−0.5%
Reduced · −26 sh
29Vanguard World FD
ESG US STK ETF
$1.1M8.1K
0.6%
Held
30Micron Technology Inc
COM
$1.1M923
0.6%
−38%
Reduced · −571 sh
31Energy Services Of Amer Corp
COM
$1.1M54.8K
0.6%
+169%
Added · +34K sh
32J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$1.0M20.3K
0.6%
Held
33Blackberry Ltd
COM
$1.0M74.3K
0.6%
+273%
Added · +54K sh
34SPDR Gold TR
GOLD SHS
$971K2.6K
0.6%
−0.2%
Reduced · −5 sh
35Markel Group Inc
COM
$941K482
0.6%
+3.2%
Added · +15 sh
36Lightpath Technologies Inc
COM CL A
$920K56.3K
0.5%
−11%
Reduced · −7K sh
37Alphabet Inc
CAP STK CL A
$913K2.6K
0.5%
+37%
Added · +692 sh
38Vanguard Index FDS
GROWTH ETF
$890K10.3K
0.5%
+500%
Added · +9K sh
39Vaneck Merk Gold ETF
GOLD SHS
$830K21.5K
0.5%
+7.8%
Added · +2K sh
40Rocket Lab Corp
COM
$826K8.1K
0.5%
+2.2%
Added · +175 sh
41Microsoft Corp
COM
$805K2.2K
0.5%
+19%
Added · +349 sh
42Cisco Sys Inc
COM
$799K6.8K
0.5%
+1.4%
Added · +97 sh
43Babcock & Wilcox Enterprises
COM
$795K56.4K
0.5%
+0.7%
Added · +410 sh
44Vanguard Index FDS
SMALL CP ETF
$790K2.6K
0.5%
Held
45Walmart Inc
COM
$783K6.9K
0.5%
+13%
Added · +791 sh
46Vanguard World FD
ESG INTL STK ETF
$778K9.5K
0.5%
Held
47Invesco Exchange Traded FD T
AI AND NEXT GEN
$778K7.5K
0.5%
New
New position
48Meta Platforms Inc
CL A
$769K1.4K
0.5%
+3.8%
Added · +50 sh
49Tecogen Inc New
COM NEW
$756K144.8K
0.5%
+46%
Added · +46K sh
50SPDR Index SHS FDS
ST STR NAT ETF
$727K10.8K
0.4%
+47%
Added · +3K sh
Showing 50 of 168 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 2026168$167.2M13F-HR
Q1 2026Mar 31, 2026Apr 16, 2026141$149.9M13F-HR
Q4 2025Dec 31, 2025Jan 12, 2026157$167.0M13F-HR
Q3 2025Sep 30, 2025Nov 5, 2025148$162.0M13F-HR
Q2 2025Jun 30, 2025Aug 20, 2025139$146.7M13F-HR/A
Q1 2025Mar 31, 2025May 13, 2025125$126.8M13F-HR
Q4 2024Dec 31, 2024Feb 3, 2025131$155.5M13F-HR
Amended / restated
  • Q2 2025 · filed Aug 8, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.