Thompson Davis & Co as of June 30, 2025
Portfolio Holdings for Thompson Davis & Co
Thompson Davis & Co holds 198 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Smith-Midland Corporation (SMID) | 32.9 | $75M | 2.2M | 33.56 | |
| Balchem Corporation (BCPC) | 5.3 | $12M | 76k | 159.20 | |
| Microsoft Corporation (MSFT) | 3.6 | $8.3M | 17k | 497.42 | |
| Carlisle Companies (CSL) | 3.4 | $7.9M | 21k | 373.39 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.4 | $5.5M | 9.8k | 568.03 | |
| Wal-Mart Stores (WMT) | 1.9 | $4.4M | 45k | 97.78 | |
| Dover Corporation (DOV) | 1.7 | $3.8M | 21k | 183.23 | |
| Sherwin-Williams Company (SHW) | 1.1 | $2.6M | 7.6k | 343.36 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $2.5M | 5.1k | 485.77 | |
| Amazon (AMZN) | 1.1 | $2.5M | 11k | 219.39 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.9 | $2.1M | 42k | 50.68 | |
| SurModics (SRDX) | 0.8 | $1.9M | 63k | 29.71 | |
| Frp Holdings (FRPH) | 0.8 | $1.9M | 69k | 26.89 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $1.8M | 9.0k | 204.67 | |
| T. Rowe Price (TROW) | 0.8 | $1.8M | 19k | 96.50 | |
| Genedx Holdings Corp Com Cl A (WGS) | 0.8 | $1.8M | 19k | 92.31 | |
| Chubb (CB) | 0.8 | $1.8M | 6.1k | 289.72 | |
| Kimberly-Clark Corporation (KMB) | 0.8 | $1.8M | 14k | 128.92 | |
| Dycom Industries (DY) | 0.7 | $1.7M | 6.9k | 244.39 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.6M | 11k | 152.76 | |
| Comfort Systems USA (FIX) | 0.7 | $1.6M | 3.0k | 536.26 | |
| Profound Med Corp Com New (PROF) | 0.7 | $1.6M | 271k | 5.90 | |
| Costco Wholesale Corporation (COST) | 0.7 | $1.6M | 1.6k | 989.94 | |
| Power Solutions Intl Com New (PSIX) | 0.6 | $1.4M | 22k | 64.68 | |
| Wk Kellogg Com Shs | 0.6 | $1.4M | 89k | 15.94 | |
| Allison Transmission Hldngs I (ALSN) | 0.6 | $1.4M | 15k | 94.99 | |
| Spdr Series Trust Portfli Intrmdit (SPTI) | 0.6 | $1.4M | 49k | 28.77 | |
| Carter's (CRI) | 0.6 | $1.4M | 46k | 30.13 | |
| NVIDIA Corporation (NVDA) | 0.6 | $1.4M | 8.7k | 157.99 | |
| Ge Vernova (GEV) | 0.6 | $1.3M | 2.5k | 529.15 | |
| Capital One Financial (COF) | 0.6 | $1.3M | 6.1k | 212.76 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.3M | 1.7k | 779.53 | |
| Meta Platforms Cl A (META) | 0.6 | $1.3M | 1.7k | 737.81 | |
| Henry Schein (HSIC) | 0.6 | $1.3M | 17k | 73.05 | |
| Spdr Series Trust Portfolio Sh Tsr (SPTS) | 0.5 | $1.2M | 43k | 29.29 | |
| Coca-Cola Company (KO) | 0.5 | $1.2M | 18k | 70.75 | |
| Apple (AAPL) | 0.5 | $1.2M | 5.8k | 205.16 | |
| Merck & Co (MRK) | 0.5 | $1.2M | 15k | 79.16 | |
| CVS Caremark Corporation (CVS) | 0.5 | $1.1M | 17k | 68.98 | |
| Ssga Active Tr Spdr Blackstone (HYBL) | 0.5 | $1.1M | 38k | 28.59 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.1M | 3.6k | 304.83 | |
| Oracle Corporation (ORCL) | 0.5 | $1.0M | 4.7k | 218.62 | |
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.5 | $1.0M | 20k | 50.92 | |
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $1.0M | 5.7k | 176.73 | |
| Dominion Resources (D) | 0.4 | $998k | 18k | 56.52 | |
| Ge Aerospace Com New (GE) | 0.4 | $992k | 3.9k | 257.39 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $947k | 16k | 61.21 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $898k | 2.0k | 438.40 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $891k | 8.1k | 109.64 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.4 | $880k | 9.6k | 91.73 | |
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.4 | $873k | 12k | 72.69 | |
| Flowers Foods (FLO) | 0.4 | $862k | 54k | 15.98 | |
| Tesla Motors (TSLA) | 0.4 | $807k | 2.5k | 317.82 | |
| Blackberry (BB) | 0.3 | $781k | 169k | 4.62 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $774k | 7.2k | 107.80 | |
| Altria (MO) | 0.3 | $769k | 13k | 58.63 | |
| Energy Services of America (ESOA) | 0.3 | $768k | 77k | 9.94 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $764k | 1.5k | 509.31 | |
| Uber Technologies (UBER) | 0.3 | $762k | 8.2k | 93.30 | |
| Procter & Gamble Company (PG) | 0.3 | $762k | 4.8k | 159.32 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $749k | 13k | 56.85 | |
| Netflix (NFLX) | 0.3 | $699k | 522.00 | 1339.13 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.3 | $696k | 57k | 12.19 | |
| McDonald's Corporation (MCD) | 0.3 | $670k | 2.3k | 292.17 | |
| TJX Companies (TJX) | 0.3 | $670k | 5.4k | 123.49 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $659k | 3.1k | 215.79 | |
| Repositrak Com New (TRAK) | 0.3 | $652k | 33k | 19.65 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.3 | $651k | 7.0k | 93.63 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $629k | 2.9k | 217.35 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $605k | 9.2k | 65.50 | |
| Frequency Electronics (FEIM) | 0.3 | $590k | 26k | 22.71 | |
| Norfolk Southern (NSC) | 0.3 | $576k | 2.3k | 255.97 | |
| Markel Corporation (MKL) | 0.2 | $571k | 286.00 | 1997.36 | |
| Cisco Systems (CSCO) | 0.2 | $561k | 8.1k | 69.38 | |
| Union Pacific Corporation (UNP) | 0.2 | $553k | 2.4k | 230.08 | |
| Select Sector Spdr Tr Communication (XLC) | 0.2 | $551k | 5.1k | 108.53 | |
| Kenvue (KVUE) | 0.2 | $545k | 26k | 20.93 | |
| Kla Corp Com New (KLAC) | 0.2 | $537k | 600.00 | 895.74 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $537k | 3.0k | 177.38 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $531k | 860.00 | 617.85 | |
| Emcor (EME) | 0.2 | $530k | 990.00 | 534.89 | |
| Visa Com Cl A (V) | 0.2 | $527k | 1.5k | 355.05 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $493k | 2.8k | 176.23 | |
| Cheniere Energy Com New (LNG) | 0.2 | $483k | 2.0k | 243.52 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $478k | 2.0k | 236.97 | |
| Sprouts Fmrs Mkt (SFM) | 0.2 | $469k | 2.9k | 164.64 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $458k | 5.7k | 80.97 | |
| Global X Fds Artificial Etf (AIQ) | 0.2 | $457k | 11k | 43.69 | |
| Rocket Lab Corp (RKLB) | 0.2 | $445k | 13k | 35.77 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $445k | 8.7k | 51.02 | |
| Micron Technology (MU) | 0.2 | $444k | 3.6k | 123.25 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $438k | 17k | 26.50 | |
| Caredx (CDNA) | 0.2 | $433k | 22k | 19.54 | |
| Martin Marietta Materials (MLM) | 0.2 | $428k | 780.00 | 548.96 | |
| Quanex Building Products Corporation (NX) | 0.2 | $416k | 22k | 18.90 | |
| Pepsi (PEP) | 0.2 | $415k | 3.1k | 132.04 | |
| Sotherly Hotels (SOHO) | 0.2 | $414k | 436k | 0.95 | |
| Verizon Communications (VZ) | 0.2 | $412k | 9.5k | 43.27 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $397k | 22k | 18.13 | |
| Global X Fds Defense Tech Etf (SHLD) | 0.2 | $395k | 6.6k | 60.25 | |
| Abbvie (ABBV) | 0.2 | $392k | 2.1k | 185.62 | |
| Reddit Cl A (RDDT) | 0.2 | $386k | 2.6k | 150.57 | |
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $385k | 3.0k | 128.41 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.2 | $382k | 4.1k | 92.59 | |
| Philip Morris International (PM) | 0.2 | $382k | 2.1k | 182.13 | |
| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.2 | $378k | 7.0k | 54.38 | |
| Eaton Corp SHS (ETN) | 0.2 | $375k | 1.1k | 356.99 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $373k | 676.00 | 551.30 | |
| Applied Materials (AMAT) | 0.2 | $368k | 2.0k | 183.07 | |
| Keysight Technologies (KEYS) | 0.2 | $363k | 2.2k | 163.86 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $343k | 6.3k | 54.40 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $337k | 1.3k | 253.23 | |
| Palo Alto Networks (PANW) | 0.1 | $336k | 1.6k | 204.64 | |
| Celestica (CLS) | 0.1 | $328k | 2.1k | 156.11 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $323k | 3.4k | 93.99 | |
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.1 | $318k | 10k | 31.89 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $311k | 1.6k | 192.71 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $310k | 2.3k | 134.79 | |
| Wells Fargo & Company (WFC) | 0.1 | $309k | 3.9k | 80.11 | |
| Talen Energy Corp (TLN) | 0.1 | $308k | 1.1k | 290.77 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $307k | 541.00 | 566.48 | |
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $304k | 7.6k | 40.11 | |
| Walt Disney Company (DIS) | 0.1 | $301k | 2.4k | 124.01 | |
| Nvent Electric SHS (NVT) | 0.1 | $299k | 4.1k | 73.25 | |
| Anthem (ELV) | 0.1 | $293k | 754.00 | 389.17 | |
| Metropcs Communications (TMUS) | 0.1 | $291k | 1.2k | 238.26 | |
| Home Depot (HD) | 0.1 | $288k | 785.00 | 366.64 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $284k | 3.3k | 85.22 | |
| International Business Machines (IBM) | 0.1 | $274k | 930.00 | 294.94 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $272k | 1.5k | 181.74 | |
| Enbridge (ENB) | 0.1 | $272k | 6.0k | 45.32 | |
| salesforce (CRM) | 0.1 | $270k | 991.00 | 272.69 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $270k | 4.7k | 57.01 | |
| Zscaler Incorporated (ZS) | 0.1 | $267k | 850.00 | 313.94 | |
| Abbott Laboratories (ABT) | 0.1 | $255k | 1.9k | 136.01 | |
| Cameco Corporation (CCJ) | 0.1 | $254k | 3.4k | 74.23 | |
| Boeing Company (BA) | 0.1 | $254k | 1.2k | 209.53 | |
| RadNet (RDNT) | 0.1 | $252k | 4.4k | 56.91 | |
| Trane Technologies SHS (TT) | 0.1 | $251k | 574.00 | 437.41 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $250k | 1.1k | 226.49 | |
| Advanced Micro Devices (AMD) | 0.1 | $250k | 1.8k | 141.90 | |
| Cemex Sab De Cv Spon Adr New (CX) | 0.1 | $250k | 36k | 6.93 | |
| Howmet Aerospace (HWM) | 0.1 | $249k | 1.3k | 186.07 | |
| Danaher Corporation (DHR) | 0.1 | $244k | 1.2k | 197.54 | |
| Cava Group Ord (CAVA) | 0.1 | $244k | 2.9k | 84.23 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $243k | 5.0k | 48.86 | |
| Pitney Bowes (PBI) | 0.1 | $241k | 22k | 10.92 | |
| American Intl Group Com New (AIG) | 0.1 | $238k | 2.8k | 85.59 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $235k | 379.00 | 621.02 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $233k | 1.7k | 135.73 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $232k | 1.6k | 149.58 | |
| Intuitive Machines Class A Com (LUNR) | 0.1 | $231k | 21k | 10.87 | |
| Ishares Msci Gbl Gold Mn (RING) | 0.1 | $231k | 5.3k | 43.78 | |
| Gra (GGG) | 0.1 | $229k | 2.7k | 85.97 | |
| Spdr Series Trust S&p 500 Esg Etf (EFIV) | 0.1 | $227k | 3.9k | 58.55 | |
| Enterprise Products Partners (EPD) | 0.1 | $226k | 7.3k | 31.01 | |
| Nike CL B (NKE) | 0.1 | $221k | 3.1k | 71.04 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $220k | 1.0k | 217.75 | |
| At&t (T) | 0.1 | $219k | 7.6k | 28.94 | |
| Sharkninja Com Shs (SN) | 0.1 | $205k | 2.1k | 98.99 | |
| Cadence Design Systems (CDNS) | 0.1 | $205k | 664.00 | 308.15 | |
| Oneok (OKE) | 0.1 | $204k | 2.5k | 81.63 | |
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $204k | 4.3k | 47.33 | |
| Veeva Sys Cl A Com (VEEV) | 0.1 | $200k | 696.00 | 287.98 | |
| Intuit (INTU) | 0.1 | $200k | 254.00 | 787.63 | |
| Ford Motor Company (F) | 0.1 | $149k | 14k | 10.85 | |
| Amplitech Group Com New (AMPG) | 0.1 | $139k | 65k | 2.12 | |
| Lightpath Technologies Com Cl A (LPTH) | 0.1 | $137k | 44k | 3.08 | |
| Planet Labs Pbc Com Cl A (PL) | 0.1 | $121k | 20k | 6.10 | |
| Joby Aviation Common Stock (JOBY) | 0.0 | $106k | 10k | 10.55 | |
| Wrap Technologies (WRAP) | 0.0 | $103k | 66k | 1.56 | |
| Shimmick Corporation (SHIM) | 0.0 | $94k | 55k | 1.71 | |
| Cervomed (CRVO) | 0.0 | $91k | 14k | 6.29 | |
| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $88k | 13k | 6.81 | |
| Gabelli Equity Trust (GAB) | 0.0 | $76k | 13k | 5.82 | |
| Southland Hldgs (SLND) | 0.0 | $73k | 18k | 4.18 | |
| Butterfly Network Com Cl A (BFLY) | 0.0 | $72k | 35k | 2.05 | |
| Vuzix Corp Com New (VUZI) | 0.0 | $71k | 25k | 2.92 | |
| Orion Energy Systems (OESX) | 0.0 | $59k | 98k | 0.60 | |
| Silynxcom Com Shs (SYNX) | 0.0 | $52k | 30k | 1.72 | |
| IRIDEX Corporation (IRIX) | 0.0 | $50k | 57k | 0.88 | |
| Us Energy Corp Wyoming (USEG) | 0.0 | $49k | 35k | 1.40 | |
| Cpi Aerostructures Com New (CVU) | 0.0 | $45k | 13k | 3.50 | |
| Tilray (TLRY) | 0.0 | $39k | 94k | 0.41 | |
| Cardiol Therapeutics Com Cl A (CRDL) | 0.0 | $39k | 28k | 1.36 | |
| Podcastone (PODC) | 0.0 | $38k | 16k | 2.42 | |
| SIFCO Industries (SIF) | 0.0 | $38k | 10k | 3.73 | |
| Aeye Cl A New (LIDR) | 0.0 | $34k | 33k | 1.03 | |
| Uranium Royalty Corp (UROY) | 0.0 | $33k | 13k | 2.50 | |
| Babcock & Wilcox Enterpr (BW) | 0.0 | $29k | 30k | 0.96 | |
| Bit Digital SHS (BTBT) | 0.0 | $28k | 11k | 2.52 | |
| Stereotaxis Com New (STXS) | 0.0 | $21k | 10k | 2.12 | |
| Standard Lithium Corp equities (SLI) | 0.0 | $21k | 11k | 1.96 | |
| Barnwell Industries (BRN) | 0.0 | $20k | 18k | 1.13 | |
| Docgo (DCGO) | 0.0 | $17k | 11k | 1.57 | |
| Eon Resources Com Cl A (EONR) | 0.0 | $8.6k | 25k | 0.35 | |
| Maris Tech *w Exp 02/04/202 (MTEKW) | 0.0 | $3.9k | 13k | 0.30 | |
| Bridger Aerospace Grp Hldgs *w Exp 01/24/202 (BAERW) | 0.0 | $1.6k | 20k | 0.08 |