Fund HoldingsTHOMPSON DAVIS & CO., INC.

Total Portfolio Value
$167.04M
Total Bought
$23.03M
Total Sold
$20.09M
Net Transaction
+$2.94M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST SHO TREAS ETF
055,800+55,80001,6340.98%+1,634
SPDR SERIES TRUST
ST STR BLO 1 ETF
017,050+17,05001,5580.93%+1,558
SPDR SERIES TRUST
ST STR P500ETF
017,450+17,45001,4000.84%+1,400
SSGA ACTIVE TR
ST STR BLACK ETF
044,027+44,02701,2520.75%+1,252
SPDR SERIES TRUST
ST INTER ETF
040,869+40,86901,1790.71%+1,179
SELECT SECTOR SPDR TR
ST STR DISCR ETF
05,820+5,82006950.42%+695
PROFOUND MED CORP0216,735+216,73501,7061.02%+1,706
DOVER CORP(DOV)020,920+20,92004,0842.45%+4,084
SELECT SECTOR SPDR TR
ST STR SVC ETF
04,997+4,99705880.35%+588
CISCO SYS INC(CSCO)06,834+6,83405260.32%+526
FREQUENCY ELECTRS INC24,73524,235-5008391,3050.78%+466
SPDR SERIES TRUST
ST STR P400MID
07,375+7,37504270.26%+427
SELECT SECTOR SPDR TR
ST STR STAPL ETF
05,394+5,39404190.25%+419
QUANEX BLDG PRODS CORP(NX)024,810+24,81003820.23%+382
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,650+2,65003820.23%+382
VANGUARD INDEX FDS06,143+6,14303,8522.31%+3,852
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
05,000+5,00003790.23%+379
KEYSIGHT TECHNOLOGIES INC(KEYS)02,970+2,97006030.36%+603
ELI LILLY & CO(LLY)01,200+1,20001,2900.77%+1,290
PERMA-PIPE INTL HLDGS INC012,055+12,05503660.22%+366
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,334+2,33403610.22%+361
TKO GROUP HOLDINGS INC(TKO)01,685+1,68503520.21%+352
VANECK MERK GOLD ETF(OUNZ)11,40018,700+7,3004247760.46%+352
GENEDX HOLDINGS CORP(WGS)014,891+14,89101,9371.16%+1,937
ABRDN SILVER ETF TRUST04,725+4,72503200.19%+320
ELECTROVAYA INC040,200+40,20003180.19%+318
BABCOCK & WILCOX ENTERPRISES(BW)96,55091,325-5,2252805790.35%+299
GOLDMAN SACHS GROUP INC(GS)0335+33502950.18%+295
VIKING HOLDINGS LTD(VIK)04,125+4,12502950.18%+295
REDDIT INC(RDDT)01,275+1,27502930.18%+293
SELECT SECTOR SPDR TR
ST STR FINL ETF
05,339+5,33902920.18%+292
STARBUCKS CORP(SBUX)03,406+3,40602870.17%+287
SALESFORCE INC(CRM)01,000+1,00002650.16%+265
SPDR SERIES TRUST
SPDR S&P 500 ESG
03,880+3,88002570.15%+257
SSGA ACTIVE TR
STATE STREET US
07,876+7,87602550.15%+255
VANGUARD ADMIRAL FDS INC02,175+2,17502410.14%+241
VANGUARD WHITEHALL FDS02,650+2,65002390.14%+239
LIGHTPATH TECHNOLOGIES INC56,90963,600+6,6914516870.41%+236
EXXON MOBIL CORP01,931+1,93102320.14%+232
COMMSCOPE HLDG CO INC(VISN)012,190+12,19002210.13%+221
NVIDIA CORPORATION(NVDA)8,3099,473+1,1641,5501,7671.06%+216
ALPHABET INC(GOOG)3,7473,597-1509131,1290.68%+216
ENERGY SVCS ACQUISITION CORP047,950+47,95003920.23%+392
ADVANCED MICRO DEVICES INC(AMD)0975+97502090.13%+209
GE HEALTHCARE TECHNOLOGIES I(GEHC)02,457+2,45702020.12%+202
SIDUS SPACE INC061,900+61,90001940.12%+194
CHUBB LIMITED
COM
06,125+6,12501,9121.14%+1,912
ROCKET LAB CORP(RKLB)7,7007,70003695370.32%+168
MARKEL GROUP INC(MKL)376411+357198840.53%+165
PLANET LABS PBC(PL)24,80024,050-7503224740.28%+152
VANGUARD INDEX FDS4,5555,232+6778499990.60%+150
VERTIV HOLDINGS CO(VRT)03,140+3,14005090.30%+509
TOWER SEMICONDUCTOR LTD(TSEM)2,9002,90002103410.20%+131
APPLE INC(AAPL)5,0334,978-551,2361,3530.81%+118
CPI AEROSTRUCTURES INC029,325+29,32501160.07%+116
TEVA PHARMACEUTICAL INDS LTD(TEVA)10,40010,40002103250.19%+115
AMAZON COM INC(AMZN)8,0818,171+901,7741,8861.13%+112
SPDR GOLD TR(GLD)2,6472,640-79411,0460.63%+105
CELESTICA INC(CLS)2,1002,10005176210.37%+103
NERDY INC097,000+97,00001010.06%+101
MICRON TECHNOLOGY INC(MU)01,139+1,13903250.19%+325
ARRAY TECHNOLOGIES INC(ARRY)010,515+10,5150970.06%+97
LANTRONIX INC016,500+16,5000970.06%+97
VERITONE INC020,400+20,4000950.06%+95
VANECK ETF TRUST
SEMICONDUCTR ETF
2,7502,751+18979910.59%+93
GAMCO NAT RES GOLD & INCOME011,190+11,1900830.05%+83
CAPITAL ONE FINL CORP(COF)4,9894,700-2891,0611,1390.68%+78
GE VERNOVA INC(GEV)2,1252,119-61,3071,3850.83%+78
SHIMMICK CORPORATION110,000124,722+14,7222873640.22%+77
WALMART INC(WMT)06,756+6,75607530.45%+753
STRIVE INC(ASST)0100,642+100,6420740.04%+74
TJX COS INC NEW(TJX)03,815+3,81505860.35%+586
DIGITAL TURBINE INC(APPS)013,350+13,3500670.04%+67
PALANTIR TECHNOLOGIES INC(PLTR)1,1001,503+4032012670.16%+66
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
6,2127,260+1,0483574220.25%+65
STEREOTAXIS INC025,199+25,1990570.03%+57
ALPHABET INC(GOOG)2,3962,042-3545836390.38%+57
VUZIX CORP027,500+27,50001040.06%+104
CEMEX SAB DE CV(CX)38,00034,000-4,0003423910.23%+49
VANGUARD INDEX FDS1,9091,973+649169620.58%+47
NEXTDOOR HOLDINGS INC(NXDR)42,08863,581+21,493881340.08%+46
VILLAGE FARMS INTL INC011,800+11,8000430.03%+43
JOHNSON & JOHNSON(JNJ)1,8881,892+43503920.23%+41
NET POWER INC018,111+18,1110410.02%+41
VANGUARD SPECIALIZED FUNDS9,5309,545+152,0562,0981.26%+41
SATELLOGIC INC021,665+21,6650410.02%+41
TUTOR PERINI CORP(TPC)11,95512,286+3317848230.49%+39
VISA INC(V)01,356+1,35604760.28%+476
SOLARIS ENERGY INFRAS INC(SEI)6,5256,425-1002612950.18%+35
IRIDEX CORP028,500+28,5000320.02%+32
DYCOM INDS INC(DY)02,605+2,60508800.53%+880
CAMBIUM NETWORKS CORP020,000+20,0000290.02%+29
WELLS FARGO CO NEW(WFC)02,958+2,95802760.17%+276
PARAMOUNT GOLD NEV CORP021,055+21,0550270.02%+27
GREAT LAKES DREDGE & DOCK CO026,025+26,02503410.20%+341
VANGUARD WORLD FD9,2369,23606416610.40%+21
VANGUARD WORLD FD8,1248,12409629830.59%+20
KALTURA INC012,000+12,0000200.01%+20
GE AEROSPACE(GE)3,4693,444-251,0441,0610.64%+17
SOLITARIO RESOURCES CORP020,333+20,3330140.01%+14
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