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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 144 项
建仓 4
增持 96
减持 36
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
—
DISCOVERY COMMUN NEW COM SER A
-$7.8M
0
-100%
建仓
WBD
WARNER BROTHERS DISCOVERY
+$6.2M
458,903
减持
FCX
FREEPORT-MCMORAN INC
-$4.5M
211,452
-2%
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
GOOGL
ALPHABET INC CAP STK CL A
-$4.3M
9,237
+5%
增持
—
PARAMOUNT GLOBLAL
-$3.7M
286,075
+0%
增持
MSFT
MICROSOFT CORP
-$3.5M
80,146
+2%
增持
EXAS
EXACT SCIENCES CORP COM
-$3.5M
149,919
+11%
减持
—
MCKESSON CORP
-$3.4M
19,195
-39%
增持
—
II VI INC COM
-$3.3M
153,308
+0%
增持
GE
GENERAL ELECTRIC CO COM NEW
-$3.1M
119,327
+2%
清仓
—
BED BATH & BEYOND INC COM
-$3.1M
0
-100%
增持
PYPL
PAYPAL HLDGS INC COM
-$3.0M
106,809
+18%
增持
BAC
BANK OF AMERICA
-$2.3M
266,786
+3%
清仓
—
BLACKSTONE MORTGAGE TRUST INC
-$2.2M
0
-100%
增持
STT
STATE STREET CORP
-$2.2M
111,149
+8%
增持
META
META PLATFORMS
-$2.0M
38,271
+4%
增持
CSCO
CISCO SYSTEMS INC
-$1.9M
201,144
+7%
增持
BFH
BREAD FINANCIAL HOLDINGS
-$1.9M
186,154
+19%
增持
EBAY
EBAY INC COM
-$1.7M
129,223
+5%
增持
AAPL
APPLE INC COM
-$1.6M
45,394
+1%
增持
BHC
BAUSCH HEALTH COS INC COM
-$1.5M
217,077
+48%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$1.5M
262,965
+3%
减持
BMY
BRISTOL MYERS SQUIBB CO
-$1.5M
122,073
-18%
增持
—
NXP SEMICONDUCTORS N V COM
-$1.4M
42,110
+2%
减持
KHC
KRAFT HEINZ CO COM
-$1.4M
70,008
-33%
增持
QCOM
QUALCOMM INC
-$1.4M
92,676
+7%
增持
ZION
ZIONS BANCORPORATION NA
-$1.3M
90,859
+0%
增持
JPM
JPMORGAN CHASE & CO COM
-$1.3M
82,776
+6%
增持
FNF
FIDELITY NATIONAL FINANCIAL IN
-$1.2M
110,754
+2%
减持
CCK
CROWN HOLDINGS INC COM
-$1.2M
33,966
-1%
增持
NTRS
NORTHERN TRUST CORP
-$1.1M
62,055
+1%
增持
—
TARGET CORP
-$1.1M
33,699
+21%
增持
CFG
CITIZENS FINANCIAL GROUP INC C
-$1.1M
120,058
+0%
减持
ABBV
ABBVIE INC. COM
-$1.1M
43,284
-9%
增持
FISV
FISERV INC
-$1.0M
93,673
+2%
增持
ORCL
ORACLE CORP
-$1.0M
87,394
+2%
减持
CVX
CHEVRON CORP NEW COM
-$937.0K
31,617
-7%
增持
BA
BOEING CO
-$911.0K
19,507
+4%
增持
C
CITIGROUP INC COM NEW
-$903.0K
165,964
+4%
减持
WAB
WABTEC CORP COM
-$868.0K
58,963
-1%
增持
LVS
LAS VEGAS SANDS CORP COM
-$859.0K
182,571
+2%
减持
CVS
CVS HEALTH CORP COM
-$854.0K
94,524
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$836.0K
14,266
-11%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC CO
-$825.0K
49,887
+1%
建仓
NFLX
NETFLIX INC COM
+$801.0K
4,582
增持
RRX
REGAL REXNORD CORP
-$780.0K
25,312
+3%
减持
PFGC
PERFORMANCE FOOD GROUP CO COM
-$773.0K
147,587
-1%
增持
BBY
BEST BUY INC COM
-$739.0K
38,493
+8%
增持
VTRS
VIATRIS
+$723.0K
603,653
+17%
增持
GLW
CORNING INC
-$717.0K
146,548
+1%
增持
VIAV
VIAVI SOLUTIONS INC COM
-$709.0K
289,921
+3%
增持
—
DISCOVER FINL SVCS COM
-$698.0K
48,906
+1%
增持
WFC
WELLS FARGO NEW
-$674.0K
118,776
+8%
减持
PG
PROCTER & GAMBLE COMPANY
-$668.0K
26,986
-9%
增持
SCHW
SCHWAB (CHARLES) CORP
-$655.0K
35,455
+3%
增持
—
LOYALTY VENTURES INC COMMON ST
-$630.0K
53,513
+8%
增持
URBN
URBAN OUTFITTERS INC COM
-$604.0K
104,852
+3%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$566.0K
29,038
+0%
增持
OSK
OSHKOSH CORPORATION
-$566.0K
31,576
+1%
增持
—
HANGER INC COM NEW
-$566.0K
188,761
+6%
增持
TTWO
TAKE-TWO INTERACTIVE COM
-$534.0K
24,155
+6%
建仓
—
AZEK CO INC CL A
+$518.0K
30,930
增持
PNC
PNC FINL SVCS GROUP COM
-$514.0K
26,039
+4%
增持
GPN
GLOBAL PMTS INC COM
-$491.0K
20,370
+2%
增持
AOS
SMITH A O COM
-$486.0K
54,722
+1%
增持
TSLA
TESLA INC
-$485.0K
1,221
+1%
增持
V
VISA INC COM CL A
-$484.0K
20,423
+1%
增持
—
SKECHERS U S A INC CL A
-$456.0K
91,684
+1%
减持
LKQ
LKQ CORP COM
+$451.0K
188,561
-3%
减持
—
SEALED AIR CORP
-$451.0K
46,470
-1%
减持
TAP
MOLSON COORS BEVERAGE CO
-$451.0K
64,359
-13%
增持
SBUX
STARBUCKS CORP CO
-$431.0K
47,018
+6%
增持
ICE
INTERCONTINENTALEXCHANGE COM
-$392.0K
18,356
+15%
增持
CIGI
COLLIERS INTL GROUP INC SUB VT
-$325.0K
16,975
+1%
增持
NMIH
NMI HLDGS INC CL A
+$321.0K
38,091
+151%
减持
—
EXXON MOBIL CORP COM
+$319.0K
161,578
-1%
增持
NWL
NEWELL BRANDS INC.
-$319.0K
185,219
+3%
减持
AMGN
AMGEN INC
-$306.0K
19,398
-7%
减持
HDSN
HUDSON TECHNOLOGIES INC COM
-$293.0K
32,325
-63%
增持
MRVL
MARVELL TECHNOLOGY GROUP LTD C
-$286.0K
10,232
+0%
减持
ABT
ABBOTT LABS
-$285.0K
8,752
-16%
增持
FHN
FIRST HORIZON CORP
-$283.0K
241,290
+2%
增持
PEP
PEPSICO INC
+$282.0K
7,646
+29%
减持
ACHC
ACADIA HEALTHCARE COMPANY INC
-$278.0K
7,760
-37%
减持
CI
CIGNA CORP NEW COM
+$277.0K
23,664
-5%
增持
LITE
LUMENTUM HLDGS INC COM
-$269.0K
17,500
+3%
清仓
T
AT&T INC COM
-$260.0K
0
-100%
建仓
—
T ROWE PRICE GROUP INC
+$250.0K
2,200
增持
CALY
CALLAWAY GOLF CO CO
-$249.0K
141,979
+6%
增持
—
STEELCASE INC CL A
-$240.0K
254,995
+2%
减持
—
JAZZ PHARMACEUTICALS PLC SHS U
-$239.0K
6,795
-19%
清仓
SPG
SIMON PPTY GROUP INC NEW COM
-$232.0K
0
-100%
清仓
CINF
CINCINNATI FINANCIAL CORP
-$226.0K
0
-100%
增持
—
BERRY GLOBAL GROUP INC COM
-$214.0K
64,388
+0%
清仓
CRM
SALESFORCE INC COM
-$214.0K
0
-100%
增持
ASB
ASSOCIATED BANCORP
-$208.0K
56,308
+4%
增持
HSIC
SCHEIN HENRY INC CO
+$207.0K
12,240
+46%
清仓
BRK/B
BERKSHIRE HATHAWAY INC CL B NE
-$205.0K
0
-100%
增持
AMZN
AMAZON COM INC CO
-$185.0K
3,660
+1980%
增持
ENR
ENERGIZER HLDGS INC NEW COM
-$176.0K
114,855
+3%
增持
DIS
DISNEY WALT PRODTNS
-$176.0K
5,731
+10%
增持
MMM
3M CO COM
-$171.0K
11,086
+3%
减持
JNJ
JOHNSON & JOHNSON
-$161.0K
52,539
-2%
增持
VCSH
VANGUARD SCOTTSDALE FDS SHRT T
+$160.0K
17,113
+17%
增持
ADI
ANALOG DEVICES INC COM
-$160.0K
18,265
+7%
减持
MRK
MERCK & CO INC NEW COM
-$150.0K
24,832
-16%
增持
—
ACTIVISION BLIZZARD INC
-$149.0K
74,863
+0%
增持
INTC
INTEL CORP
-$137.0K
15,519
+7%
增持
—
ANNALY MTG MGMT INC COM
-$123.0K
124,598
+2%
减持
IJJ
ISHARES S&P MIDCAP 400 VALUE E
-$118.0K
7,517
-1%
减持
CCJ
CAMECO CORP COM
-$114.0K
10,390
-9%
增持
HST
HOST HOTELS&RESORTS COM
-$107.0K
29,003
+0%
减持
AMN
AMN HEALTHCARE SVCS INC COM
-$104.0K
5,850
-18%
减持
KMB
KIMBERLY CLARK CORP
+$104.0K
40,060
-7%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CORP
-$104.0K
15,796
+0%
减持
—
PIONEER NAT RES CO COM
-$102.0K
2,990
-3%
增持
DRH
DIAMONDROCK HOSPITALIT COM
-$101.0K
54,663
+0%
减持
MGPI
MGP INGREDIENTS INC NEW COM
-$94.0K
3,566
-32%
增持
SCHE
SCHWAB STRATEGIC TR EMRG MKTEQ
-$93.0K
45,758
+1%
减持
—
ASTRAZENECA PLC SPONSORED ADR
-$93.0K
8,383
-14%
增持
IVE
ISHARES TR S&P500/BAR VAL
-$86.0K
6,493
+3%
增持
—
BLACK KNIGHT INC COM
+$80.0K
10,736
+0%
增持
OHI
OMEGA HEALTHCARE INVS COM
-$78.0K
29,138
+1%
减持
BMO
BANK OF MONTREAL
-$76.0K
3,227
-1%
减持
GOOG
ALPHABET INC CAP STK CL C
-$75.0K
119
-1%
增持
GNL
GLOBAL NET LEASE INC COM NEW
+$74.0K
56,569
+22%
增持
COST
COSTCO WHOLESALE CORP
-$72.0K
758
+0%
增持
ADBE
ADOBE INC
+$64.0K
1,063
+49%
减持
LOW
LOWES COS INC CO
-$53.0K
1,670
-2%
增持
IJS
ISHARES S&P SMLCP 600 VALUE ET
-$50.0K
4,869
+3%
增持
KO
COCA COLA CO
+$32.0K
34,050
+0%
增持
QEFA
SPDR INDEX SHS FDS MSCI EAFE S
-$29.0K
3,304
+2%
增持
AXP
AMERICAN EXPRESS CO
+$28.0K
3,905
+42%
增持
SYY
SYSCO CORPORATION
+$28.0K
6,934
+1%
增持
SPYV
SPDR SERIES TRUST PRTFLO S&P50
-$26.0K
7,550
+4%
增持
SCHV
SCHWAB STRATEGIC TR US LCAP VA
+$23.0K
8,548
+19%
增持
EA
ELECTRONIC ARTS INC COM
-$23.0K
13,925
+3%
增持
—
NOODLES & CO COM CL A
+$17.0K
132,287
+31%
增持
SLYV
SPDR SERIES TRUST S&P 600 SMCP
-$17.0K
4,653
+10%
减持
SO
SOUTHERN CO COM
-$15.0K
4,068
-3%
减持
PFE
PFIZER INC
-$9.0K
71,634
-2%
增持
MDYV
SPDR SERIES TRUST S&P 400 MDCP
-$8.0K
7,067
+14%
增持
FDX
FEDEX CORP COM
+$3.0K
30,449
+2%
增持
—
KORNIT DIGITAL LTD SHS
-$3.0K
6,715
+157%