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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 8
增持 72
减持 61
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
—
GOLDMAN SACHS BDC INC
-$10.1M
0
-100%
增持
PYPL
PAYPAL HLDGS INC COM
+$6.0M
90,224
+282%
减持
SPG
SIMON PPTY GROUP INC NEW COM
-$5.5M
1,761
-95%
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。
增持
—
ACTIVISION BLIZZARD INC
+$4.1M
74,620
+171%
减持
LOW
LOWES COS INC CO
-$3.5M
1,705
-88%
减持
PEP
PEPSICO INC
-$3.1M
5,926
-75%
增持
—
PARAMOUNT GLOBLAL
+$3.0M
284,918
+10%
增持
TTWO
TAKE-TWO INTERACTIVE COM
+$2.9M
22,728
+559%
建仓
GPN
GLOBAL PMTS INC COM
+$2.7M
20,059
减持
QCOM
QUALCOMM INC
-$2.7M
86,388
-1%
增持
SBUX
STARBUCKS CORP CO
+$2.7M
44,220
+286%
减持
MSFT
MICROSOFT CORP
-$2.6M
78,229
-2%
清仓
SLB
SCHLUMBERGER
-$2.6M
0
-100%
减持
KHC
KRAFT HEINZ CO COM
-$2.5M
103,749
-43%
减持
—
EXXON MOBIL CORP COM
+$2.3M
163,691
-11%
建仓
ICE
INTERCONTINENTALEXCHANGE COM
+$2.1M
16,028
减持
GE
GENERAL ELECTRIC CO COM NEW
-$2.0M
117,017
-13%
增持
LKQ
LKQ CORP COM
-$1.9M
193,891
+8%
减持
—
NXP SEMICONDUCTORS N V COM
-$1.8M
41,420
-1%
增持
JPM
JPMORGAN CHASE & CO COM
-$1.7M
78,024
+0%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$1.7M
256,031
+2%
减持
BAC
BANK OF AMERICA
-$1.6M
257,902
-6%
增持
ADI
ANALOG DEVICES INC COM
+$1.6M
17,118
+136%
减持
—
MCKESSON CORP
+$1.5M
31,446
-4%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$1.3M
28,922
+1%
增持
—
BED BATH & BEYOND INC COM
+$1.3M
137,751
+14%
减持
FCX
FREEPORT-MCMORAN INC
+$1.3M
215,725
-4%
减持
MGPI
MGP INGREDIENTS INC NEW COM
-$1.3M
5,266
-74%
清仓
IRM
IRON MTN INC NEW COM
-$1.3M
0
-100%
减持
BMY
BRISTOL MYERS SQUIBB CO
+$1.2M
149,047
-4%
减持
FHN
FIRST HORIZON CORP
+$1.2M
236,591
-12%
减持
CVX
CHEVRON CORP NEW COM
+$1.1M
33,869
-9%
增持
CSCO
CISCO SYSTEMS INC
-$1.1M
187,708
+3%
增持
AOS
SMITH A O COM
-$1.1M
54,432
+3%
增持
—
II VI INC COM
+$947.0K
152,958
+3%
减持
—
TRUIST FINANCIAL CORP
-$923.0K
10,929
-59%
增持
PFGC
PERFORMANCE FOOD GROUP CO COM
+$907.0K
148,487
+2%
增持
IFNNY
INFINEON TECHNOLOGIES AG SPONS
-$904.0K
92,540
+5%
建仓
OHI
OMEGA HEALTHCARE INVS COM
+$899.0K
28,863
增持
C
CITIGROUP INC COM NEW
-$844.0K
159,860
+3%
增持
—
BERRY GLOBAL GROUP INC COM
-$818.0K
64,387
+4%
增持
META
META PLATFORMS
-$782.0K
36,880
+38%
增持
—
TOPBUILD CORP COM
-$770.0K
9,415
+5%
建仓
GNL
GLOBAL NET LEASE INC COM NEW
+$727.0K
46,225
减持
—
LOYALTY VENTURES INC COMMON ST
-$687.0K
49,681
-1%
减持
ABBV
ABBVIE INC. COM
+$683.0K
47,444
-8%
增持
VTRS
VIATRIS
-$656.0K
514,467
+11%
清仓
—
LHC GROUP INC COM
-$652.0K
0
-100%
增持
—
DISCOVERY COMMUN NEW COM SER A
+$624.0K
312,445
+3%
增持
KMB
KIMBERLY CLARK CORP
-$623.0K
43,116
+4%
减持
RRX
REGAL REXNORD CORP
-$607.0K
24,556
-2%
增持
BHC
BAUSCH HEALTH COS INC COM
-$596.0K
146,206
+3%
增持
BFH
BREAD FINANCIAL HOLDINGS
-$589.0K
155,832
+11%
减持
PFE
PFIZER INC
-$555.0K
72,734
-1%
减持
AXP
AMERICAN EXPRESS CO
-$551.0K
2,745
-58%
减持
CVS
CVS HEALTH CORP COM
-$542.0K
94,984
-4%
增持
CCK
CROWN HOLDINGS INC COM
+$530.0K
34,239
+1%
减持
PG
PROCTER & GAMBLE COMPANY
-$508.0K
29,766
-4%
增持
—
TARGET CORP
-$500.0K
27,807
+1%
清仓
—
T ROWE PRICE GROUP INC
-$486.0K
0
-100%
增持
CALY
CALLAWAY GOLF CO CO
-$473.0K
134,273
+2%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$461.0K
8,767
+2%
减持
TAP
MOLSON COORS BEVERAGE CO
+$455.0K
74,162
-2%
减持
CFG
CITIZENS FINANCIAL GROUP INC C
-$437.0K
119,697
-4%
增持
LVS
LAS VEGAS SANDS CORP COM
+$436.0K
179,872
+3%
清仓
KIM
KIMCO RLTY CORP COM
-$382.0K
0
-100%
增持
WAB
WABTEC CORP COM
+$370.0K
59,348
+2%
减持
FNF
FIDELITY NATIONAL FINANCIAL IN
-$364.0K
108,610
-0%
增持
STT
STATE STREET CORP
-$363.0K
103,362
+3%
建仓
—
AIR LEASE CORP CL A
+$362.0K
8,100
清仓
AMP
AMERIPRISE FINL INC COM
-$348.0K
0
-100%
减持
BA
BOEING CO
-$345.0K
18,686
-4%
增持
PNC
PNC FINL SVCS GROUP COM
-$343.0K
25,058
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$305.0K
16,009
+2%
减持
MRK
MERCK & CO INC NEW COM
-$304.0K
29,426
-17%
增持
VIAV
VIAVI SOLUTIONS INC COM
-$301.0K
282,643
+3%
增持
EXAS
EXACT SCIENCES CORP COM
-$300.0K
134,767
+8%
减持
GD
GENERAL DYNAMICS CORP COM
+$300.0K
9,206
-0%
增持
BBY
BEST BUY INC COM
+$299.0K
35,731
+23%
增持
OSK
OSHKOSH CORPORATION
-$293.0K
31,398
+2%
建仓
—
AERCAP HOLDINGS NV SHS
+$292.0K
5,800
减持
HSIC
SCHEIN HENRY INC CO
-$291.0K
8,395
-36%
减持
—
BLACK KNIGHT INC COM
-$280.0K
10,719
-1%
减持
ADBE
ADOBE INC
-$278.0K
714
-33%
减持
—
DISCOVER FINL SVCS COM
-$278.0K
48,314
-0%
减持
ABT
ABBOTT LABS
-$258.0K
10,439
-2%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC CO
-$255.0K
49,607
+2%
减持
JNJ
JOHNSON & JOHNSON
+$254.0K
53,530
-1%
减持
AMGN
AMGEN INC
+$245.0K
20,780
-2%
清仓
TSN
TYSON FOODS INC CL A
-$242.0K
0
-100%
减持
CI
CIGNA CORP NEW COM
+$228.0K
24,871
-0%
建仓
CINF
CINCINNATI FINANCIAL CORP
+$226.0K
1,663
增持
GLW
CORNING INC
+$206.0K
144,532
+5%
建仓
BRK/B
BERKSHIRE HATHAWAY INC CL B NE
+$205.0K
580
清仓
MCD
MCDONALDS CORP
-$204.0K
0
-100%
减持
—
SEALED AIR CORP
-$203.0K
46,791
-5%
减持
LITE
LUMENTUM HLDGS INC COM
-$192.0K
17,000
-3%
增持
CIGI
COLLIERS INTL GROUP INC SUB VT
-$184.0K
16,775
+5%
增持
CALX
CALIX INC COM
+$181.0K
12,600
+180%
增持
V
VISA INC COM CL A
+$178.0K
20,314
+2%
减持
ZION
ZIONS BANCORPORATION NA
+$176.0K
90,622
-1%
减持
DIS
DISNEY WALT PRODTNS
-$171.0K
5,231
-9%
减持
WFC
WELLS FARGO NEW
-$165.0K
109,906
-4%
增持
MGEE
MGE ENERGY INC COM
+$164.0K
6,670
+49%
减持
—
PIONEER NAT RES CO COM
+$155.0K
3,075
-9%
增持
ENR
ENERGIZER HLDGS INC NEW COM
+$143.0K
111,560
+36%
增持
URBN
URBAN OUTFITTERS INC COM
-$142.0K
101,977
+11%
增持
AAPL
APPLE INC COM
-$128.0K
44,806
+0%
增持
—
STEELCASE INC CL A
+$121.0K
249,021
+2%
增持
HCA
HCA HEALTHCARE INC COM
+$121.0K
8,350
+9%
减持
INTC
INTEL CORP
-$117.0K
14,479
-11%
增持
NBIX
NEUROCRINE BIOSCIENCES INC COM
+$110.0K
7,805
+7%
减持
NWL
NEWELL BRANDS INC.
-$110.0K
179,657
-1%
增持
ORCL
ORACLE CORP
-$106.0K
85,932
+4%
增持
MAS
MASCO CORP COM
-$102.0K
5,448
+1%
增持
—
SKECHERS U S A INC CL A
-$97.0K
91,205
+4%
增持
GS
GOLDMAN SACHS GROUP INC
-$81.0K
5,201
+11%
减持
MDXG
MIMEDX GROUP INC COM
-$69.0K
22,600
-22%
减持
KO
COCA COLA CO
+$68.0K
34,038
-1%
增持
HST
HOST HOTELS&RESORTS COM
+$62.0K
28,901
+1%
减持
CCJ
CAMECO CORP COM
+$62.0K
11,400
-8%
增持
SCHE
SCHWAB STRATEGIC TR EMRG MKTEQ
-$62.0K
45,173
+2%
增持
MMM
3M CO COM
+$61.0K
10,786
+24%
增持
FDX
FEDEX CORP COM
-$61.0K
29,820
+11%
减持
VCSH
VANGUARD SCOTTSDALE FDS SHRT T
-$54.0K
14,667
-1%
减持
SYY
SYSCO CORPORATION
-$51.0K
6,843
-12%
增持
DLTH
DULUTH HLDGS INC COM CL B
-$50.0K
61,525
+16%
减持
GOOG
ALPHABET INC CAP STK CL C
-$38.0K
120
-7%
增持
FISV
FISERV INC
-$38.0K
92,217
+2%
减持
ASB
ASSOCIATED BANCORP
-$36.0K
54,308
-4%
增持
SCHV
SCHWAB STRATEGIC TR US LCAP VA
+$31.0K
7,164
+9%
增持
LEVI
LEVI STRAUSS & CO NEW CL A COM
-$31.0K
15,800
+15%
增持
DRH
DIAMONDROCK HOSPITALIT COM
+$30.0K
54,462
+1%
增持
TSLA
TESLA INC
+$29.0K
1,213
+0%
增持
NTRS
NORTHERN TRUST CORP
-$28.0K
61,236
+2%
减持
IVE
ISHARES TR S&P500/BAR VAL
-$19.0K
6,289
-1%
增持
—
ANNALY MTG MGMT INC COM
+$19.0K
122,060
+14%
减持
HON
HONEYWELL INTERNATIONAL INC.
-$17.0K
1,160
-1%
增持
EBAY
EBAY INC COM
+$17.0K
122,915
+16%
减持
SPYV
SPDR SERIES TRUST PRTFLO S&P50
-$17.0K
7,289
-5%
增持
MDYV
SPDR SERIES TRUST S&P 400 MDCP
+$17.0K
6,194
+5%
减持
SO
SOUTHERN CO COM
+$15.0K
4,208
-1%
增持
NMIH
NMI HLDGS INC CL A
+$12.0K
15,176
+10%
减持
IJJ
ISHARES S&P MIDCAP 400 VALUE E
-$12.0K
7,555
-0%
增持
COST
COSTCO WHOLESALE CORP
+$11.0K
755
+1%
减持
LNG
CHENIERE ENERGY INC COM NEW
-$10.0K
4,275
-28%
增持
QEFA
SPDR INDEX SHS FDS MSCI EAFE S
-$9.0K
3,248
+3%
增持
SLYV
SPDR SERIES TRUST S&P 600 SMCP
+$9.0K
4,245
+4%
减持
—
PROSPECT CAP CORP
-$8.0K
253,000
-3%
减持
HDSN
HUDSON TECHNOLOGIES INC COM
+$6.0K
86,325
-28%
