Stock Taper 
THOMPSON DAVIS & CO., INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 217 | $493.4K |
 Casey's General Stores, Inc. | CASY | 297 | $236.05K |
 Markel Corporation | MKL | 482 | $941.35K |
 Dell Technologies Inc. | DELL | 496 | $214K |
 Berkshire Hathaway Inc. | BRK-B | 582 | $291.23K |
 Vertiv Holdings Co | VRT | 600 | $200.89K |
 CrowdStrike Holdings, Inc. | CRWD | 600 | $457.88K |
 Lam Research Corporation | LRCX | 720 | $312K |
 EMCOR Group, Inc. | EME | 775 | $643.16K |
 Comfort Systems USA, Inc. | FIX | 862 | $1.71M |
 MasTec, Inc. | MTZ | 915 | $380.69K |
 Micron Technology, Inc. | MU | 923 | $1.06M |
 Eaton Corporation plc | ETN | 950 | $404.81K |
 Howmet Aerospace Inc. | HWM | 1.05K | $282.3K |
 Visa Inc. | V | 1.07K | $367.79K |
 RTX Corporation | RTX | 1.08K | $205.29K |
 Advanced Micro Devices, Inc. | AMD | 1.13K | $656.43K |
 BWX Technologies, Inc. | BWXT | 1.15K | $223.85K |
 Eli Lilly and Company | LLY | 1.2K | $1.44M |
 Vicor Corporation | VICR | 1.2K | $455.74K |