THOMPSON DAVIS & CO., INC.

PrivateCIK: 1017284
Location

RICHMOND, VA

141
Positions
$149.94M
Total AUM (reported)
4.05M
Total Shares

Allocation by class

TOTAL AUM$149.94M141 positions
COM$105.81M70.6%
STATE STREET SPD$7.08M4.7%
COM NEW$4.11M2.7%
COM CL A$3.67M2.5%
S&P 500 ETF SHS$2.55M1.7%
ULTRA SHRT ETF$2.25M1.5%
DIV APP ETF$2.05M1.4%

Portfolio Concentration

Top 349.3%4–1010.4%11–2512.4%Rest27.9%TOP 1059.7%0%100%
Top 3$73.94M49.3%
4–10$15.57M10.4%
11–25$18.64M12.4%
Rest$41.79M27.9%

Top 3 weight

49.3%

Top 10 weight

59.7%

Voting Authority Distribution

Total shares with voting rights: 4.05M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

4.05M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole141
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings141
Rows:

SMITH MIDLAND CORP

SOLE
COM
Shares1.84M
TypeSH
Market value$59.91M
39.96%
Sole
0.00
Shared
0.00
None
1.84M

CARLISLE COS INC

SOLE
COM
Shares28.98K
TypeSH
Market value$9.67M
6.45%
Sole
0.00
Shared
0.00
None
28.98K

DOVER CORP

SOLE
COM
Shares20.92K
TypeSH
Market value$4.36M
2.91%
Sole
0.00
Shared
0.00
None
20.92K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares4.27K
TypeSH
Market value$2.55M
1.70%
Sole
0.00
Shared
0.00
None
4.27K

COMFORT SYS USA INC

SOLE
COM
Shares1.81K
TypeSH
Market value$2.50M
1.67%
Sole
0.00
Shared
0.00
None
1.81K

SHERWIN WILLIAMS CO

SOLE
COM
Shares7.50K
TypeSH
Market value$2.40M
1.60%
Sole
0.00
Shared
0.00
None
7.50K

J P MORGAN EXCHANGE TRADED F

SOLE
ULTRA SHRT ETF
Shares44.45K
TypeSH
Market value$2.25M
1.50%
Sole
0.00
Shared
0.00
None
44.45K

VANGUARD SPECIALIZED FUNDS

SOLE
DIV APP ETF
Shares9.55K
TypeSH
Market value$2.05M
1.37%
Sole
0.00
Shared
0.00
None
9.55K

CHUBB LTD SWITZ

SOLE
COM
Shares6.03K
TypeSH
Market value$1.96M
1.31%
Sole
0.00
Shared
0.00
None
6.03K

GE VERNOVA INC

SOLE
COM
Shares2.12K
TypeSH
Market value$1.85M
1.23%
Sole
0.00
Shared
0.00
None
2.12K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares18.65K
TypeSH
Market value$1.71M
1.14%
Sole
0.00
Shared
0.00
None
18.65K

NVIDIA CORPORATION

SOLE
COM
Shares8.89K
TypeSH
Market value$1.55M
1.03%
Sole
0.00
Shared
0.00
None
8.89K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares52.03K
TypeSH
Market value$1.52M
1.01%
Sole
0.00
Shared
0.00
None
52.03K

PROFOUND MED CORP

SOLE
COM NEW
Shares215.78K
TypeSH
Market value$1.40M
0.93%
Sole
0.00
Shared
0.00
None
215.78K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares1.30K
TypeSH
Market value$1.30M
0.87%
Sole
0.00
Shared
0.00
None
1.30K

FREQUENCY ELECTRS INC

SOLE
COM
Shares28.61K
TypeSH
Market value$1.27M
0.84%
Sole
0.00
Shared
0.00
None
28.61K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares16.45K
TypeSH
Market value$1.26M
0.84%
Sole
0.00
Shared
0.00
None
16.45K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares40.15K
TypeSH
Market value$1.15M
0.77%
Sole
0.00
Shared
0.00
None
40.15K

APPLE INC

SOLE
COM
Shares4.50K
TypeSH
Market value$1.14M
0.76%
Sole
0.00
Shared
0.00
None
4.50K

SPDR GOLD TR

SOLE
GOLD SHS
Shares2.64K
TypeSH
Market value$1.14M
0.76%
Sole
0.00
Shared
0.00
None
2.64K

ELI LILLY & CO

SOLE
COM
Shares1.20K
TypeSH
Market value$1.10M
0.74%
Sole
0.00
Shared
0.00
None
1.20K

VANECK ETF TRUST

SOLE
SEMICONDUCTR ETF
Shares2.75K
TypeSH
Market value$1.05M
0.70%
Sole
0.00
Shared
0.00
None
2.75K

J P MORGAN EXCHANGE TRADED F

SOLE
ULTRA SHT MUNCPL
Shares20.30K
TypeSH
Market value$1.03M
0.69%
Sole
0.00
Shared
0.00
None
20.30K

ALPHABET INC

SOLE
CAP STK CL C
Shares3.54K
TypeSH
Market value$1.01M
0.68%
Sole
0.00
Shared
0.00
None
3.54K

GENEDX HOLDINGS CORP

SOLE
COM CL A
Shares15.64K
TypeSH
Market value$1.00M
0.67%
Sole
0.00
Shared
0.00
None
15.64K
Page 1 of 6