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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 147 项
建仓 5
增持 66
减持 65
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
—
HOPE BANCORP INC
-$25.1M
0
-100%
清仓
—
II VI INC COM
-$7.8M
0
-100%
建仓
—
COHERENT INC COM
+$6.4M
182,696
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。
减持
BMY
BRISTOL MYERS SQUIBB CO
-$4.9M
63,637
-48%
增持
ADBE
ADOBE INC
+$3.4M
13,926
+1210%
增持
—
KORNIT DIGITAL LTD SHS
+$3.1M
126,048
+1777%
建仓
EFX
EQUIFAX INC CO
+$2.7M
15,934
减持
—
HANGER INC COM NEW
-$2.4M
17,044
-91%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$2.3M
186,634
+1921%
减持
MSFT
MICROSOFT CORP
-$2.2M
78,957
-1%
减持
JNJ
JOHNSON & JOHNSON
-$2.0M
44,633
-15%
清仓
URBN
URBAN OUTFITTERS INC COM
-$2.0M
0
-100%
增持
ICE
INTERCONTINENTALEXCHANGE COM
+$1.9M
40,670
+122%
增持
FDX
FEDEX CORP COM
-$1.8M
34,250
+12%
增持
PYPL
PAYPAL HLDGS INC COM
+$1.8M
107,550
+1%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$1.6M
265,540
+1%
减持
VTRS
VIATRIS
-$1.5M
568,572
-6%
增持
QCOM
QUALCOMM INC
-$1.4M
92,744
+0%
增持
—
PARAMOUNT GLOBLAL
-$1.2M
306,081
+7%
减持
MMM
3M CO COM
-$1.1M
2,755
-75%
减持
ABBV
ABBVIE INC. COM
-$1.1M
41,081
-5%
减持
LKQ
LKQ CORP COM
-$1.1M
173,644
-8%
增持
—
STEELCASE INC CL A
-$1.0M
262,146
+3%
减持
ZION
ZIONS BANCORPORATION NA
-$968.0K
71,901
-21%
减持
KMB
KIMBERLY CLARK CORP
-$953.0K
39,637
-1%
增持
WBD
WARNER BROTHERS DISCOVERY
+$922.0K
615,658
+34%
减持
CVS
CVS HEALTH CORP COM
-$905.0K
82,354
-13%
增持
NWL
NEWELL BRANDS INC.
-$893.0K
189,626
+2%
减持
CI
CIGNA CORP NEW COM
-$816.0K
19,533
-17%
减持
UNH
UNITEDHEALTH GROUP INC
-$812.0K
12,902
-10%
减持
ORCL
ORACLE CORP
-$785.0K
87,128
-0%
减持
PFE
PFIZER INC
-$773.0K
68,166
-5%
清仓
—
ANNALY MTG MGMT INC COM
-$736.0K
0
-100%
增持
META
META PLATFORMS
-$709.0K
40,260
+5%
增持
NTRS
NORTHERN TRUST CORP
-$672.0K
62,119
+0%
减持
CSCO
CISCO SYSTEMS INC
-$649.0K
198,189
-1%
减持
RRX
REGAL REXNORD CORP
+$629.0K
24,950
-1%
增持
JPM
JPMORGAN CHASE & CO COM
-$629.0K
83,182
+0%
减持
PFGC
PERFORMANCE FOOD GROUP CO COM
-$589.0K
144,282
-2%
增持
—
SEALED AIR CORP
-$584.0K
47,126
+1%
增持
EXAS
EXACT SCIENCES CORP COM
+$560.0K
198,978
+33%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$554.0K
0
-100%
增持
C
CITIGROUP INC COM NEW
-$551.0K
169,962
+2%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$540.0K
28,873
-1%
建仓
NLY
ANNALY CAPITAL MANAGEMENT INC
+$538.0K
31,331
减持
PG
PROCTER & GAMBLE COMPANY
-$538.0K
26,474
-2%
减持
—
BERRY GLOBAL GROUP INC COM
-$533.0K
64,158
-0%
增持
EBAY
EBAY INC COM
-$527.0K
131,968
+2%
增持
BFH
BREAD FINANCIAL HOLDINGS
-$508.0K
203,223
+9%
减持
LVS
LAS VEGAS SANDS CORP COM
+$494.0K
176,629
-3%
建仓
OI
O-I GLASS INC COM
+$492.0K
38,000
减持
TAP
MOLSON COORS BEVERAGE CO
-$485.0K
62,985
-2%
减持
—
EXXON MOBIL CORP COM
-$481.0K
152,988
-5%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC CO
-$474.0K
50,745
+2%
减持
KHC
KRAFT HEINZ CO COM
-$421.0K
67,449
-4%
增持
SBUX
STARBUCKS CORP CO
+$398.0K
47,355
+1%
减持
CIGI
COLLIERS INTL GROUP INC SUB VT
-$398.0K
15,975
-6%
减持
FISV
FISERV INC
+$387.0K
93,205
-0%
减持
GD
GENERAL DYNAMICS CORP COM
-$378.0K
7,817
-15%
增持
CCK
CROWN HOLDINGS INC COM
-$373.0K
34,037
+0%
减持
WAB
WABTEC CORP COM
-$373.0K
54,913
-7%
增持
V
VISA INC COM CL A
-$373.0K
20,537
+1%
减持
—
MCKESSON CORP
-$369.0K
17,339
-10%
减持
AMGN
AMGEN INC
-$357.0K
19,353
-0%
清仓
MGPI
MGP INGREDIENTS INC NEW COM
-$357.0K
0
-100%
增持
OSK
OSHKOSH CORPORATION
-$348.0K
31,960
+1%
减持
BA
BOEING CO
-$347.0K
19,165
-2%
增持
—
SKECHERS U S A INC CL A
-$308.0K
93,142
+2%
减持
SCHW
SCHWAB (CHARLES) CORP
+$307.0K
35,437
-0%
增持
TTWO
TAKE-TWO INTERACTIVE COM
-$301.0K
24,396
+1%
增持
AOS
SMITH A O COM
-$280.0K
55,817
+2%
减持
HSIC
SCHEIN HENRY INC CO
-$266.0K
10,240
-16%
增持
—
TARGET CORP
+$265.0K
33,858
+0%
清仓
—
PROSPECT CAP CORP
-$255.0K
0
-100%
增持
FHN
FIRST HORIZON CORP
+$251.0K
241,305
+0%
清仓
—
T ROWE PRICE GROUP INC
-$250.0K
0
-100%
建仓
SPXC
SPX TECHNOLOGIES INC COM
+$248.0K
4,495
清仓
—
SPX CORP COM
-$238.0K
0
-100%
减持
MRK
MERCK & CO INC NEW COM
-$235.0K
23,561
-5%
增持
KO
COCA COLA CO
-$233.0K
34,074
+0%
增持
ENR
ENERGIZER HLDGS INC NEW COM
-$226.0K
120,510
+5%
清仓
WEC
WEC ENERGY GROUP INC COM
-$218.0K
0
-100%
增持
PNC
PNC FINL SVCS GROUP COM
-$215.0K
26,053
+0%
增持
GLW
CORNING INC
-$213.0K
151,779
+4%
增持
BBY
BEST BUY INC COM
+$212.0K
42,965
+12%
清仓
HON
HONEYWELL INTERNATIONAL INC.
-$202.0K
0
-100%
减持
LITE
LUMENTUM HLDGS INC COM
-$201.0K
17,333
-1%
减持
INTC
INTEL CORP
-$190.0K
15,180
-2%
增持
—
ACTIVISION BLIZZARD INC
-$187.0K
75,901
+1%
减持
—
DISCOVER FINL SVCS COM
-$181.0K
48,893
-0%
增持
—
NXP SEMICONDUCTORS N V COM
+$179.0K
43,472
+3%
减持
ACHC
ACADIA HEALTHCARE COMPANY INC
-$176.0K
4,460
-43%
减持
ADI
ANALOG DEVICES INC COM
-$176.0K
17,887
-2%
减持
PEP
PEPSICO INC
-$168.0K
6,773
-11%
增持
SPYV
SPDR SERIES TRUST PRTFLO S&P50
+$164.0K
12,827
+70%
增持
TSLA
TESLA INC
+$162.0K
3,709
+204%
增持
WFC
WELLS FARGO NEW
+$153.0K
119,468
+1%
增持
BAC
BANK OF AMERICA
+$145.0K
279,800
+5%
减持
CVX
CHEVRON CORP NEW COM
-$138.0K
30,901
-2%
减持
ABT
ABBOTT LABS
-$131.0K
8,472
-3%
减持
—
LOYALTY VENTURES INC COMMON ST
-$129.0K
51,190
-4%
增持
CFG
CITIZENS FINANCIAL GROUP INC C
-$127.0K
121,025
+1%
增持
SCHE
SCHWAB STRATEGIC TR EMRG MKTEQ
-$125.0K
46,228
+1%
增持
GE
GENERAL ELECTRIC CO COM NEW
+$124.0K
124,737
+5%
增持
CALY
TOPGOLF CALLAWAY BRANDS
-$117.0K
144,311
+2%
减持
WSC
WILLSCOT MOBIL MINI HLDNG CORP
+$115.0K
15,541
-2%
增持
IFNNY
INFINEON TECHNOLOGIES AG SPONS
+$112.0K
107,040
+16%
增持
BHC
BAUSCH HEALTH COS INC COM
+$111.0K
279,512
+29%
减持
AXP
AMERICAN EXPRESS CO
-$107.0K
3,218
-18%
减持
SYY
SYSCO CORPORATION
-$107.0K
6,782
-2%
减持
HCA
HCA HEALTHCARE INC COM
+$104.0K
8,200
-2%
增持
XEL
XCEL ENERGY INC
+$104.0K
5,499
+57%
减持
LNG
CHENIERE ENERGY INC COM NEW
+$99.0K
4,025
-6%
减持
HDSN
HUDSON TECHNOLOGIES INC COM
-$94.0K
20,325
-37%
减持
ASB
ASSOCIATED BANCORP
+$89.0K
55,641
-1%
减持
—
PIONEER NAT RES CO COM
-$86.0K
2,685
-10%
减持
OHI
OMEGA HEALTHCARE INVS COM
-$83.0K
25,039
-14%
增持
AAPL
APPLE INC COM
+$79.0K
45,477
+0%
减持
IVE
ISHARES TR S&P500/BAR VAL
-$78.0K
6,342
-2%
增持
MDYV
SPDR SERIES TRUST S&P 400 MDCP
+$78.0K
8,757
+24%
减持
NBIX
NEUROCRINE BIOSCIENCES INC COM
-$70.0K
6,505
-17%
增持
STT
STATE STREET CORP
-$70.0K
111,524
+0%
增持
—
HANESBRANDS INC COM
-$66.0K
47,655
+23%
增持
FNF
FIDELITY NATIONAL FINANCIAL IN
-$63.0K
111,314
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS SHRT T
+$62.0K
18,398
+8%
增持
FCX
FREEPORT-MCMORAN INC
-$49.0K
224,581
+6%
增持
VIAV
VIAVI SOLUTIONS INC COM
-$44.0K
290,586
+0%
增持
DRH
DIAMONDROCK HOSPITALIT COM
+$37.0K
64,663
+18%
减持
GS
GOLDMAN SACHS GROUP INC
-$36.0K
5,151
-1%
增持
GPN
GLOBAL PMTS INC COM
-$34.0K
20,542
+1%
增持
QEFA
SPDR INDEX SHS FDS MSCI EAFE S
+$32.0K
4,244
+28%
减持
CL
COLGATE PALMOLIVE CO
-$32.0K
3,045
-1%
增持
IJJ
ISHARES S&P MIDCAP 400 VALUE E
-$31.0K
7,540
+0%
增持
GOOG
ALPHABET INC CAP STK CL C
-$31.0K
2,380
+1900%
增持
SLYV
SPDR SERIES TRUST S&P 600 SMCP
+$30.0K
5,469
+18%
减持
MDXG
MIMEDX GROUP INC COM
-$29.0K
17,000
-25%
增持
IJS
ISHARES S&P SMLCP 600 VALUE ET
-$26.0K
4,954
+2%
减持
LUNMF
LUNDIN MINING CORP COM
-$25.0K
15,350
-6%
减持
MAS
MASCO CORP COM
-$25.0K
5,378
-1%
减持
DIS
DISNEY WALT PRODTNS
-$23.0K
5,488
-4%
减持
AMZN
AMAZON COM INC CO
+$22.0K
3,640
-1%
减持
LOW
LOWES COS INC CO
+$20.0K
1,660
-1%
增持
MRVL
MARVELL TECHNOLOGY GROUP LTD C
+$19.0K
10,807
+6%
减持
—
TRANE TECHNOLOGIES PLC SHS
-$11.0K
2,575
-13%
增持
SCHV
SCHWAB STRATEGIC TR US LCAP VA
-$9.0K
8,974
+5%
增持
SO
SOUTHERN CO COM
-$8.0K
4,149
+2%
减持
COST
COSTCO WHOLESALE CORP
-$7.0K
755
-0%
