StockDriftsStockDriftsTop 50 Thompson Davis & Co., Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SMID | SMITH MIDLAND CORP | 39.96% | 1.84M | $59.9M | +0.41%(+7.45K) | $31.48(+10.08%) | 2026-03-31 | |
| CSL | CARLISLE COS INC | 6.45% | 29.0K | $9.7M | +0.00%(+0) | $259.22(+37.10%) | 2026-03-31 | |
| DOV | DOVER CORP | 2.91% | 20.9K | $4.4M | +0.00%(+0) | $167.96(+33.05%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.7% | 4.3K | $2.5M | -30.54%(-1.88K) | $440.98(+50.87%) | 2026-03-31 | |
| FIX | COMFORT SYS USA INC | 1.67% | 1.8K | $2.5M | -28.39%(-718) | $367.70(+435.01%) | 2026-03-31 | |
| SHW | SHERWIN WILLIAMS CO | 1.6% | 7.5K | $2.4M | +0.00%(+0) | $228.63(+36.66%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.5% | 44.5K | $2.2M | +3.39%(+1.46K) | $50.58(-0.24%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.37% | 9.6K | $2.1M | +0.07%(+7) | $173.42(+31.98%) | 2026-03-31 | |
| CB | CHUBB LTD SWITZ | 1.31% | 6.0K | $2.0M | -1.63%(-100) | $196.08(+64.51%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 1.23% | 2.1K | $1.8M | +0.00%(+0) | $160.64(+581.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.10% | +64.71% |
| Top 20 Holdings Unweighted | +20.45% | +74.74% |
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