小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
THOMPSON INVESTMENT MANAGEMENT, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
THOMPSON INVESTMENT MANAGEMENT, INC.
报告期 2026-03-31 · CIK 0001277279
持仓数
499
前50大市值合计
$540.2M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
GOOGL
ALPHABET INC CAP STK CL A
COM
$41.2M
143,293
7.6%
MSFT
MICROSOFT CORP
COM
$26.3M
71,057
4.9%
—
EXXON MOBIL CORP COM
COM
$25.5M
150,571
4.7%
WBD
WARNER BROTHERS DISCOVERY
COM
$16.0M
582,920
3.0%
C
CITIGROUP INC COM NEW
COM
$15.9M
140,138
2.9%
VTRS
VIATRIS
COM
$14.9M
1,105,192
2.8%
—
KORNIT DIGITAL LTD SHS
ADR
$13.2M
900,446
2.4%
PFE
PFIZER INC
COM
$13.0M
464,171
2.4%
JPM
JPMORGAN CHASE & CO COM
COM
$12.4M
42,317
2.3%
QCOM
QUALCOMM INC
COM
$12.2M
95,065
2.3%
PEP
PEPSICO INC
COM
$12.1M
77,978
2.2%
JNJ
JOHNSON & JOHNSON
COM
$11.9M
48,730
2.2%
BAC
BANK OF AMERICA
COM
$11.7M
239,002
2.2%
LKQ
LKQ CORP COM
COM
$11.6M
394,786
2.1%
CSCO
CISCO SYSTEMS INC
COM
$11.5M
148,239
2.1%
UNH
UNITEDHEALTH GROUP INC
COM
$11.4M
42,295
2.1%
META
META PLATFORMS
COM
$11.2M
19,628
2.1%
AAPL
APPLE INC COM
COM
$11.0M
43,163
2.0%
—
TARGET CORP
COM
$10.8M
88,778
2.0%
EBAY
EBAY INC COM
COM
$10.7M
117,746
2.0%
PYPL
PAYPAL HLDGS INC COM
COM
$10.4M
229,741
1.9%
SCHW
SCHWAB (CHARLES) CORP
COM
$9.7M
102,917
1.8%
PG
PROCTER & GAMBLE COMPANY
COM
$9.2M
63,746
1.7%
CVS
CVS HEALTH CORP COM
COM
$9.2M
128,182
1.7%
—
COHERENT INC COM
COM
$9.0M
37,962
1.7%
—
NXP SEMICONDUCTORS N V COM
ADR
$9.0M
45,682
1.7%
PFGC
PERFORMANCE FOOD GROUP CO COM
COM
$8.9M
103,619
1.6%
CNXC
CONCENTRIX CORP COM
COM
$8.6M
314,586
1.6%
ARE
ALEXANDRIA REAL ESTATE EQ INC
COM
$8.4M
180,636
1.6%
AMN
AMN HEALTHCARE SVCS INC COM
COM
$8.4M
457,020
1.6%
V
VISA INC COM CL A
COM
$8.1M
26,803
1.5%
OI
O-I GLASS INC COM
COM
$8.0M
763,572
1.5%
CVX
CHEVRON CORP NEW COM
COM
$8.0M
38,428
1.5%
WEC
WEC ENERGY GROUP INC COM
COM
$7.8M
67,683
1.5%
STT
STATE STREET CORP
COM
$7.4M
58,846
1.4%
FCX
FREEPORT-MCMORAN INC
COM
$7.4M
125,683
1.4%
VIAV
VIAVI SOLUTIONS INC COM
COM
$7.3M
219,851
1.4%
NTRS
NORTHERN TRUST CORP
COM
$7.2M
51,745
1.3%
CHWY
CHEWY INC CL A
COM
$7.2M
265,962
1.3%
INTU
INTUIT INC
COM
$7.2M
16,602
1.3%
CFG
CITIZENS FINANCIAL GROUP INC C
COM
$7.1M
119,098
1.3%
FDX
FEDEX CORP COM
COM
$7.1M
20,016
1.3%
CI
THE CIGNA GROUP
COM
$7.1M
26,487
1.3%
GE
GENERAL ELECTRIC CO COM NEW
COM
$7.1M
24,878
1.3%
ABBV
ABBVIE INC. COM
COM
$6.9M
31,807
1.3%
KEYS
KEYSIGHT TECHNOLOGIES INC COM
COM
$6.9M
24,438
1.3%
PNC
PNC FINL SVCS GROUP COM
COM
$6.9M
33,078
1.3%
FLG
FLAGSTAR FINANCIAL INC
COM
$6.9M
521,937
1.3%
ADBE
ADOBE INC
COM
$6.8M
27,910
1.3%
BMY
BRISTOL MYERS SQUIBB CO
COM
$6.4M
105,214
1.2%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
26%
前 6 大占比
GOOGL
7.6%
MSFT
4.9%
EXXON MOBIL CORP COM
4.7%
WBD
3.0%
C
2.9%
VTRS
2.8%
其他
74.1%
