Thompson David Blair
Thompson David Blair reported 168 positions worth $174.7M as of March 31, 2026 (13F filed August 14, 2026). Largest holding: OIH (4.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | OIH | SH | $7.4M | 4.26% | 18,390 | — | — | |
| ▸ 2 | BRK-A | SH | $5.7M | 3.29% | 8 | — | — | |
| ▸ 3 | NVDA | SH | $5.3M | 3.01% | 30,143 | — | — | |
| ▸ 4 | AMZN | SH | $4.4M | 2.54% | 21,323 | — | — | |
| ▸ 5 | SPY | SH | $4.4M | 2.53% | 6,795 | — | — | |
| ▸ 6 | AVGO | SH | $4.2M | 2.42% | 13,647 | — | — | |
| ▸ 7 | GDXJ | SH | $4.1M | 2.35% | 34,190 | — | — | |
| ▸ 8 | CLIP | SH | $3.8M | 2.18% | 37,864 | — | — | |
| ▸ 9 | GOOGL | SH | $3.5M | 1.98% | 12,034 | — | — | |
| ▸ 10 | SILJ | SH | $3.4M | 1.93% | 113,578 | — | — |
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Frequently Asked Questions
What stocks does Thompson David Blair hold as of Q1 2026?
Thompson David Blair reported 168 positions worth $174.7M in its Q1 2026 13F filing. Largest positions: OIH (4.3%), BRK-A (3.3%), NVDA (3.0%), AMZN (2.5%) and SPY (2.5%).
What did Thompson David Blair buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Thompson David Blair sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.