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Home > Institutional Investor > Thompson Davis & Co., Inc. > Profile

Instuitional Investor - Thompson Davis & Co., Inc.

Fund Profile
Filing Period:
Fund Name: Thompson Davis & Co., Inc.
Portfolio Value $126,772,481
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Smith Midland Corp
 SMID 1,811,935 $56,296,820 44.41%
2.
Carlisle Companies Inc
 CSL 20,982 $7,144,371 5.64%
3.
Dover Corp
 DOV 20,920 $3,675,226 2.9%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 5,887 $3,025,629 2.39%
5.
Sherwin Williams Co
 SHW 7,500 $2,618,925 2.07%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)