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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
$540.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 7
增持 51
减持 85
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
QCOM
QUALCOMM INC
+$4.0M
87,008
-5%
减持
MSFT
MICROSOFT CORP
+$3.8M
79,433
-2%
增持
BFH
ALLIANCE DATA SYS CORP COM
-$3.3M
140,290
+12%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
BBY
BEST BUY INC COM
+$2.9M
29,029
减持
MGPI
MGP INGREDIENTS INC NEW COM
-$2.4M
20,229
-68%
减持
BAC
BANK OF AMERICA
-$2.1M
275,701
-18%
减持
FCX
FREEPORT-MCMORAN INC
+$2.0M
225,026
-0%
增持
—
BLACKSTONE MORTGAGE TRUST INC
+$2.0M
2,225,000
+889%
增持
FDX
FEDEX CORP COM
+$1.9M
26,916
+17%
建仓
—
ACTIVISION BLIZZARD INC
+$1.8M
27,500
增持
—
II VI INC COM
+$1.8M
148,415
+6%
减持
PYPL
PAYPAL HLDGS INC COM
-$1.7M
23,626
-1%
减持
CVS
CVS HEALTH CORP COM
+$1.7M
98,435
-1%
增持
FISV
FISERV INC
+$1.7M
90,461
+27%
增持
BMY
BRISTOL MYERS SQUIBB CO
+$1.6M
155,299
+13%
减持
AAPL
APPLE INC COM
+$1.5M
44,784
-2%
建仓
—
LOYALTY VENTURES INC COMMON ST
+$1.5M
50,139
增持
—
WALGREENS BOOTS ALLIANCE INC
+$1.4M
251,979
+1%
增持
C
CITIGROUP INC COM NEW
-$1.4M
155,325
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.3M
15,651
-6%
减持
CSCO
CISCO SYSTEMS INC
+$1.3M
182,489
-3%
减持
—
MCKESSON CORP
+$1.3M
32,848
-5%
减持
AOS
SMITH A O COM
+$1.2M
52,830
-2%
减持
—
NXP SEMICONDUCTORS N V COM
+$1.2M
41,649
-1%
增持
EXAS
EXACT SCIENCES CORP COM
-$1.2M
124,926
+9%
增持
GE
GENERAL ELECTRIC CO COM NEW
-$1.1M
134,591
+0%
增持
CI
CIGNA CORP NEW COM
+$1.0M
24,957
+6%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$984.0K
8,576
-4%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$948.0K
28,636
-5%
增持
—
VIACOMCBS
-$876.0K
258,232
+18%
清仓
—
SPX FLOW INC COM
-$875.0K
0
-100%
增持
STT
STATE STREET CORP
+$838.0K
100,726
+0%
减持
LKQ
LKQ CORP COM
+$825.0K
179,073
-9%
减持
ABBV
ABBVIE INC. COM
+$760.0K
51,759
-11%
减持
JPM
JPMORGAN CHASE & CO COM
-$754.0K
77,977
-3%
减持
—
BERRY GLOBAL GROUP INC COM
+$732.0K
61,671
-2%
减持
FNF
FIDELITY NATIONAL FINANCIAL IN
+$723.0K
108,647
-0%
增持
—
DISCOVERY COMMUN NEW COM SER A
+$696.0K
304,243
+19%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC CO
+$669.0K
48,508
+2%
减持
NTRS
NORTHERN TRUST CORP
+$666.0K
59,849
-1%
减持
PG
PROCTER & GAMBLE COMPANY
+$659.0K
30,907
-2%
建仓
—
LHC GROUP INC COM
+$652.0K
4,750
减持
LOW
LOWES COS INC CO
+$644.0K
14,806
-6%
减持
—
SEALED AIR CORP
+$614.0K
49,451
-0%
增持
LVS
LAS VEGAS SANDS CORP COM
+$581.0K
174,189
+7%
减持
CVX
CHEVRON CORP NEW COM
+$577.0K
37,239
-0%
增持
JNJ
JOHNSON & JOHNSON
+$557.0K
53,971
+0%
增持
VIAV
VIAVI SOLUTIONS INC COM
+$534.0K
275,037
+0%
增持
AMGN
AMGEN INC
+$531.0K
21,247
+6%
减持
PEP
PEPSICO INC
+$488.0K
23,679
-2%
减持
MDXG
MIMEDX GROUP INC COM
-$453.0K
29,019
-72%
减持
—
DISCOVER FINL SVCS COM
-$424.0K
48,473
-1%
减持
—
TOPBUILD CORP COM
+$417.0K
8,980
-11%
减持
BA
BOEING CO
-$396.0K
19,486
-1%
增持
WAB
WABTEC CORP COM
+$395.0K
57,950
+1%
增持
VTRS
VIATRIS
+$373.0K
462,167
+7%
减持
—
EVOQUA WATER TECHNOLOGIES CORP
-$345.0K
11,500
-51%
减持
TSLA
TESLA INC
+$337.0K
1,209
-0%
减持
IFNNY
INFINEON TECHNOLOGIES AG SPONS
+$331.0K
87,990
-3%
减持
RRX
REGAL REXNORD CORP
+$330.0K
25,034
-4%
清仓
DRI
DARDEN RESTAURANTS INC.
-$321.0K
0
-100%
减持
CCK
CROWN HOLDINGS INC COM
+$314.0K
33,931
-1%
增持
ENR
ENERGIZER HLDGS INC NEW COM
+$313.0K
82,012
+8%
减持
OSK
OSHKOSH CORPORATION
+$310.0K
30,634
-0%
减持
KMB
KIMBERLY CLARK CORP
+$275.0K
41,514
-3%
减持
KIM
KIMCO RLTY CORP COM
-$268.0K
15,479
-51%
建仓
—
PROSPECT CAP CORP
+$263.0K
260,000
减持
CIGI
COLLIERS INTL GROUP INC SUB VT
+$251.0K
15,950
-4%
增持
ABT
ABBOTT LABS
+$240.0K
10,613
+0%
清仓
AVB
AVALONBAY CMNTYS INC COM
-$231.0K
0
-100%
减持
KO
COCA COLA CO
+$230.0K
34,485
-0%
清仓
DVN
DEVON ENERGY CORP NEW
-$226.0K
0
-100%
减持
SPG
SIMON PPTY GROUP INC NEW COM
+$224.0K
35,832
-15%
清仓
VZ
VERIZON COMMUNICATIONS
-$223.0K
0
-100%
增持
—
TARGET CORP
+$221.0K
27,656
+2%
建仓
WEC
WEC ENERGY GROUP INC COM
+$211.0K
2,169
清仓
LW
LAMB WESTON HLDGS INC COM
-$207.0K
0
-100%
增持
—
HANGER INC COM NEW
-$207.0K
180,107
+14%
清仓
EEM
ISHARES MSCI EMERGING MKT ETF
-$205.0K
0
-100%
建仓
MCD
MCDONALDS CORP
+$204.0K
760
减持
PNC
PNC FINL SVCS GROUP COM
-$197.0K
24,758
-6%
减持
—
FLAGSTAR BANCORP INC COM PAR .
-$189.0K
13,000
-19%
减持
CFG
CITIZENS FINANCIAL GROUP INC C
-$186.0K
124,082
-4%
减持
ZION
ZIONS BANCORPORATION NA
-$179.0K
91,271
-5%
增持
—
STEELCASE INC CL A
-$170.0K
243,575
+2%
减持
FHN
FIRST HORIZON CORP
-$169.0K
267,641
-4%
增持
—
BED BATH & BEYOND INC COM
-$169.0K
120,760
+8%
增持
GLW
CORNING INC
+$165.0K
137,776
+1%
减持
META
META PLATFORMS
-$147.0K
26,707
-1%
减持
WSC
WILLSCOT MOBIL MINI HLDNG CORP
-$142.0K
15,741
-36%
减持
RMD
RESMED INC COM
-$139.0K
2,450
-17%
减持
WFC
WELLS FARGO NEW
-$135.0K
114,433
-6%
增持
PFGC
PERFORMANCE FOOD GROUP CO COM
+$131.0K
144,952
+3%
减持
IRM
IRON MTN INC NEW COM
+$129.0K
24,169
-8%
减持
SLB
SCHLUMBERGER
-$129.0K
85,305
-6%
减持
AXP
AMERICAN EXPRESS CO
-$126.0K
6,505
-8%
减持
SCHW
SCHWAB (CHARLES) CORP
-$123.0K
34,337
-17%
增持
EBAY
EBAY INC COM
-$122.0K
105,578
+3%
增持
KHC
KRAFT HEINZ CO COM
-$120.0K
182,633
+1%
增持
TAP
MOLSON COORS BEVERAGE CO
+$114.0K
75,607
+3%
增持
—
ACCELERATE DIAGNOSTICS INC COM
+$112.0K
113,900
+37%
减持
DIS
DISNEY WALT PRODTNS
-$110.0K
5,736
-3%
减持
—
BLACK KNIGHT INC COM
+$109.0K
10,882
-1%
减持
GD
GENERAL DYNAMICS CORP COM
+$107.0K
9,211
-0%
减持
—
PREMIER INC CL A
-$102.0K
19,030
-17%
减持
MRVL
MARVELL TECHNOLOGY GROUP LTD C
+$99.0K
10,200
-22%
减持
SYY
SYSCO CORPORATION
-$96.0K
7,760
-14%
减持
LNG
CHENIERE ENERGY INC COM NEW
-$95.0K
5,945
-17%
增持
—
AERIE PHARMACEUTICALS INC COM
-$94.0K
74,712
+38%
增持
CALY
CALLAWAY GOLF CO CO
+$89.0K
131,839
+3%
减持
ORCL
ORACLE CORP
-$85.0K
82,726
-1%
增持
URBN
URBAN OUTFITTERS INC COM
+$80.0K
92,080
+4%
增持
IVE
ISHARES TR S&P500/BAR VAL
+$76.0K
6,373
+0%
减持
MAS
MASCO CORP COM
+$76.0K
5,413
-1%
减持
BHC
BAUSCH HEALTH COS INC COM
-$75.0K
142,580
-1%
减持
—
TRANE TECHNOLOGIES PLC SHS
+$74.0K
2,955
-2%
增持
ADI
ANALOG DEVICES INC COM
+$74.0K
7,257
+1%
增持
HSIC
SCHEIN HENRY INC CO
+$73.0K
13,195
+6%
增持
UHS
UNIVERSAL HLTH SVCS INC CL B
+$73.0K
4,725
+21%
减持
ACHC
ACADIA HEALTHCARE COMPANY INC
-$70.0K
12,260
-4%
减持
AMZN
AMAZON COM INC CO
-$63.0K
176
-11%
增持
—
ANNALY MTG MGMT INC COM
-$62.0K
107,395
+0%
增持
—
HANESBRANDS INC COM
+$60.0K
38,655
+13%
减持
—
ASTRAZENECA PLC SPONSORED ADR
-$60.0K
9,750
-7%
增持
EA
ELECTRONIC ARTS INC COM
-$58.0K
13,575
+4%
增持
VCSH
VANGUARD SCOTTSDALE FDS SHRT T
+$55.0K
14,754
+6%
减持
DLTH
DULUTH HLDGS INC COM CL B
+$55.0K
52,825
-4%
减持
PFE
PFIZER INC
-$54.0K
73,164
-28%
减持
IJJ
ISHARES S&P MIDCAP 400 VALUE E
+$53.0K
7,586
-1%
减持
INTC
INTEL CORP
-$52.0K
16,215
-3%
减持
HDSN
HUDSON TECHNOLOGIES INC COM
-$50.0K
119,325
-27%
增持
NBIX
NEUROCRINE BIOSCIENCES INC COM
-$43.0K
7,305
+5%
增持
SCHV
SCHWAB STRATEGIC TR US LCAP VA
+$43.0K
6,554
+1%
减持
PSTG
PURE STORAGE INC CL A
+$41.0K
17,525
-17%
减持
—
KORNIT DIGITAL LTD SHS
-$38.0K
2,615
-13%
增持
MDYV
SPDR SERIES TRUST S&P 400 MDCP
+$37.0K
5,896
+2%
增持
SCHE
SCHWAB STRATEGIC TR EMRG MKTEQ
-$35.0K
44,417
+0%
减持
T
AT&T INC COM
-$31.0K
11,022
-2%
减持
—
SKECHERS U S A INC CL A
+$30.0K
87,913
-2%
减持
CCJ
CAMECO CORP COM
-$30.0K
12,400
-10%
增持
SPYV
SPDR SERIES TRUST PRTFLO S&P50
+$30.0K
7,637
+2%
增持
SO
SOUTHERN CO COM
+$29.0K
4,230
+0%
减持
SCHF
SCHWAB STRATEGIC TR INTL EQTY
-$27.0K
31,835
-3%
减持
FSV
FIRSTSERVICE CORP NEW COM
+$27.0K
2,815
-3%
减持
ADBE
ADOBE INC
-$26.0K
1,064
-3%
减持
—
HILLENBRAND INC COM
-$23.0K
11,650
-21%
减持
TTWO
TAKE-TWO INTERACTIVE COM
-$23.0K
3,450
-16%
减持
BMO
BANK OF MONTREAL
+$18.0K
3,269
-2%
增持
—
NOODLES & CO COM CL A
-$16.0K
66,332
+27%
减持
GOOG
ALPHABET INC CAP STK CL C
-$16.0K
129
-12%
