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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 49
增持 58
减持 39
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$4.6M
82,332
+3%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$4.6M
214,206
+7%
减持
FNF
FIDELITY NATIONAL FINANCIAL IN
-$4.2M
1,055
-99%
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
WBD
WARNER BROTHERS DISCOVERY
+$4.0M
789,826
-6%
增持
—
KORNIT DIGITAL LTD SHS
+$3.3M
325,891
+146%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES INC
+$3.1M
38,384
增持
V
VISA INC COM CL A
+$2.8M
31,368
+52%
增持
SCHW
SCHWAB (CHARLES) CORP
+$2.8M
108,878
+207%
减持
META
META PLATFORMS
+$2.4M
44,215
-23%
减持
LVS
LAS VEGAS SANDS CORP COM
-$2.3M
86,188
-43%
减持
OSK
OSHKOSH CORPORATION
-$2.3M
6,110
-81%
减持
FHN
FIRST HORIZON CORP
-$2.3M
826
-99%
减持
KHC
KRAFT HEINZ CO COM
-$2.2M
13,643
-80%
增持
MRVL
MARVELL TECHNOLOGY GROUP LTD C
+$2.1M
61,107
+343%
增持
AAPL
APPLE INC COM
+$2.0M
47,922
+5%
增持
PFE
PFIZER INC
+$1.9M
132,606
+95%
减持
—
PARAMOUNT GLOBLAL
+$1.8M
352,933
-2%
减持
GE
GENERAL ELECTRIC CO COM NEW
-$1.8M
82,983
-28%
增持
QCOM
QUALCOMM INC
+$1.7M
96,835
+0%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$1.7M
14,850
+251%
增持
GNRC
GENERAC HLDGS INC COM
+$1.7M
36,717
+62%
减持
GLW
CORNING INC
-$1.5M
93,797
-38%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$1.5M
13,685
+274%
减持
EXAS
EXACT SCIENCES CORP COM
+$1.5M
165,413
-16%
减持
GS
GOLDMAN SACHS GROUP INC
-$1.5M
151
-97%
减持
FDX
FEDEX CORP COM
+$1.4M
32,477
-7%
增持
—
NXP SEMICONDUCTORS N V COM
+$1.3M
44,241
+0%
增持
BFH
BREAD FINANCIAL HOLDINGS
-$1.2M
220,585
+5%
减持
IFNNY
INFINEON TECHNOLOGIES AG SPONS
+$1.2M
109,475
-1%
增持
—
DISCOVER FINL SVCS COM
+$1.1M
58,730
+21%
增持
CALX
CALIX INC COM
+$838.1K
31,725
+152%
增持
PYPL
PAYPAL HLDGS INC COM
+$824.0K
116,395
+3%
增持
ZION
ZIONS BANCORPORATION NA
-$790.8K
88,915
+27%
增持
C
CITIGROUP INC COM NEW
+$781.7K
183,296
+6%
增持
ADBE
ADOBE INC
+$765.6K
14,515
+1%
增持
VTRS
VIATRIS
-$760.4K
558,481
+1%
增持
—
TOPBUILD CORP COM
+$747.8K
12,140
+7%
增持
—
STEELCASE INC CL A
+$737.4K
359,909
+11%
增持
—
COHERENT INC COM
+$685.8K
208,136
+1%
减持
—
ACTIVISION BLIZZARD INC
+$679.3K
75,842
-0%
增持
TTWO
TAKE-TWO INTERACTIVE COM
+$638.2K
31,963
+5%
建仓
PK
PARK HOTELS & RESORTS INC COM
+$610.8K
49,415
增持
CFG
CITIZENS FINANCIAL GROUP INC C
-$601.8K
127,798
+12%
减持
AOS
SMITH A O COM
+$594.0K
56,066
-2%
减持
ADI
ANALOG DEVICES INC COM
+$592.5K
17,881
-0%
增持
NTRS
NORTHERN TRUST CORP
+$589.6K
70,040
+11%
增持
JNJ
JOHNSON & JOHNSON
-$582.2K
46,231
+5%
减持
FCX
FREEPORT-MCMORAN INC
+$578.8K
219,720
-1%
增持
EBAY
EBAY INC COM
+$560.4K
139,405
+3%
清仓
DRH
DIAMONDROCK HOSPITALIT COM
-$530.0K
0
-100%
增持
CVS
CVS HEALTH CORP COM
-$520.7K
95,671
+17%
减持
—
TARGET CORP
+$509.7K
33,603
-1%
清仓
UHS
UNIVERSAL HLTH SVCS INC CL B
-$497.0K
0
-100%
减持
—
SKECHERS U S A INC CL A
+$490.2K
91,839
-1%
增持
CI
THE CIGNA GROUP
-$472.9K
22,299
+20%
增持
UNH
UNITEDHEALTH GROUP INC
+$462.6K
15,158
+20%
增持
CALY
TOPGOLF CALLAWAY BRANDS
+$453.9K
160,447
+5%
增持
CVX
CHEVRON CORP NEW COM
-$432.2K
29,491
+1%
建仓
GTBIF
GREEN THUMB INDS INC SUB VTG S
+$428.9K
55,815
减持
RRX
REGAL REXNORD CORP
+$419.5K
24,469
-3%
减持
CSCO
CISCO SYSTEMS INC
-$419.2K
168,375
-13%
增持
PNC
PNC FINL SVCS GROUP COM
-$402.1K
28,913
+12%
减持
ORCL
ORACLE CORP
+$394.9K
80,746
-7%
增持
PFGC
PERFORMANCE FOOD GROUP CO COM
+$386.0K
142,327
+1%
减持
FISV
FISERV INC
+$385.0K
86,756
-7%
减持
NWL
NEWELL BRANDS INC.
-$384.4K
181,081
-10%
减持
SVC
SERVICE PPTYS TR COM SH BEN IN
-$374.0K
700
-99%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$345.6K
27,517
-2%
清仓
—
AERCAP HOLDINGS NV SHS
-$338.0K
0
-100%
增持
WFC
WELLS FARGO NEW
-$336.2K
117,169
+3%
增持
BAC
BANK OF AMERICA
-$327.3K
309,675
+12%
清仓
—
AIR LEASE CORP CL A
-$311.0K
0
-100%
减持
ABBV
ABBVIE INC. COM
-$310.7K
38,202
-4%
减持
BHC
BAUSCH HEALTH COS INC COM
+$290.2K
223,229
-8%
减持
LKQ
LKQ CORP COM
-$277.9K
152,522
-9%
增持
JPM
JPMORGAN CHASE & CO COM
-$276.4K
81,349
+0%
增持
AMGN
AMGEN INC
-$275.6K
19,700
+3%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC CO
+$252.9K
55,285
+0%
增持
—
NEW YORK CMNTY BANCORP COM
+$221.7K
74,196
+42%
增持
STT
STATE STREET CORP
+$216.6K
108,370
+5%
增持
ASB
ASSOCIATED BANCORP
-$211.5K
47,525
+3%
增持
VIAV
VIAVI SOLUTIONS INC COM
+$209.7K
325,730
+3%
增持
KMB
KIMBERLY CLARK CORP
+$204.0K
36,239
+6%
增持
DIS
DISNEY WALT PRODTNS
+$202.1K
14,073
+1%
建仓
CRM
SALESFORCE INC COM
+$200.4K
1,003
建仓
CINF
CINCINNATI FINANCIAL CORP
+$186.4K
1,663
减持
SBUX
STARBUCKS CORP CO
+$180.1K
42,678
-1%
建仓
SHEL
SHELL PLC SPON ADS
+$175.6K
3,051
建仓
PM
PHILIP MORRIS INTL INC COM
+$173.3K
1,782
增持
GPN
GLOBAL PMTS INC COM
+$168.2K
21,543
+2%
建仓
IR
INGERSOLL RAND INC COM
+$167.1K
2,872
建仓
BRK/B
BERKSHIRE HATHAWAY INC CL B NE
+$165.5K
536
建仓
ABBNY
ABB LTD SPONSORED ADR
+$164.5K
4,795
建仓
T
AT&T INC COM
+$163.1K
8,471
增持
ICE
INTERCONTINENTALEXCHANGE COM
+$161.3K
41,589
+2%
建仓
SPEM
SPDR INDEX SHS FDS PORTFOLIO E
+$161.3K
4,726
增持
EFX
EQUIFAX INC CO
+$160.6K
16,760
+1%
建仓
HSY
HERSHEY FOODS CORP
+$159.0K
625
减持
MRK
MERCK & CO INC NEW COM
-$153.1K
19,663
-3%
建仓
MCHP
MICROCHIP TECHNOLOGY INC
+$150.8K
1,800
建仓
—
ASTRAZENECA PLC SPONSORED ADR
+$147.1K
2,120
建仓
DFAC
DIMENSIONAL ETF TRUST US CORE
+$141.9K
5,569
建仓
LHX
L3HARRIS TECHNOLOGIES INC COM
+$140.5K
716
建仓
MS
MORGAN STANLEY COM NEW
+$137.1K
1,562
增持
BMY
BRISTOL MYERS SQUIBB CO
+$136.7K
67,288
+7%
建仓
WMT
WALMART INC
+$135.7K
920
减持
HCA
HCA HEALTHCARE INC COM
+$134.0K
6,925
-2%
建仓
FG
F&G ANNUITIES & LIFE INC COMMO
+$133.3K
7,354
减持
BBY
BEST BUY INC COM
-$133.2K
39,144
-2%
建仓
IBN
ICICI BK LTD ADR
+$128.2K
5,940
建仓
SPG
SIMON PPTY GROUP INC NEW COM
+$126.6K
1,131
建仓
BSVO
EA SERIES TRUST EA BRIDGEWAY O
+$126.1K
7,195
建仓
MGPI
MGP INGREDIENTS INC NEW COM
+$120.9K
1,250
减持
PG
PROCTER & GAMBLE COMPANY
-$120.5K
25,331
-1%
建仓
FAST
FASTENAL CO
+$119.1K
2,208
建仓
ROK
ROCKWELL INTL CORP
+$117.4K
400
增持
PSTG
PURE STORAGE INC CL A
+$115.8K
22,925
+31%
建仓
INDA
ISHARES TR MSCI INDIA ETF
+$114.1K
2,900
建仓
—
T ROWE PRICE GROUP INC
+$112.9K
1,000
增持
—
SEALED AIR CORP
-$111.7K
48,928
+4%
建仓
INDY
ISHARES INDIA 50 ETF
+$111.6K
2,714
建仓
EEM
ISHARES MSCI EMERGING MKT ETF
+$111.3K
2,820
增持
—
MCKESSON CORP
-$110.7K
15,597
+3%
建仓
NEE
NEXTERA ENERGY INC COM
+$109.1K
1,416
减持
—
JAZZ PHARMACEUTICALS PLC SHS U
-$107.2K
5,220
-5%
建仓
ALL
ALLSTATE CORP
+$103.6K
935
建仓
SLB
SCHLUMBERGER
+$103.1K
2,100
建仓
SMIN
ISHARES TR MSCI INDIA ETF
+$99.7K
2,003
减持
ENR
ENERGIZER HLDGS INC NEW COM
+$99.2K
109,919
-1%
建仓
DOW
DOW INC
+$98.6K
1,799
增持
CCK
CROWN HOLDINGS INC COM
+$98.3K
37,290
+3%
建仓
APH
AMPHENOL CORP NEW CL A
+$97.4K
1,192
减持
MMM
3M CO COM
-$97.4K
1,461
-30%
建仓
—
UNILEVER PLC AD
+$96.7K
1,863
建仓
IEFA
ISHARES TR CORE MSCI EAFE
+$95.7K
1,431
建仓
SWKS
SKYWORKS SOLUTIONS INC COM
+$95.0K
805
建仓
TTD
THE TRADE DESK INC COM CL A
+$94.7K
1,555
建仓
GSK
GSK PLC SPONSORED ADR
+$94.0K
2,642
建仓
TSM
TAIWAN SEMICONDUCTOR SPONSORED
+$93.0K
1,000
建仓
GIS
GENERAL MILLS INC
+$91.5K
1,071
建仓
IUSB
ISHARES TR CORE TOTAL USD
+$91.1K
1,975
增持
INTC
INTEL CORP
+$89.2K
14,269
+0%
建仓
CTVA
CORTEVA INC COM
+$87.8K
1,455
增持
LITE
LUMENTUM HLDGS INC COM
+$87.6K
24,933
+3%
减持
MWA
MUELLER WTR PRODS INC COM SER
+$87.3K
30,225
-3%
建仓
CDW
CDW CORP COM
+$85.8K
440
建仓
LNT
ALLIANT ENERGY CORP
+$85.6K
1,603
建仓
VZ
VERIZON COMMUNICATIONS
+$85.2K
2,191
增持
—
BERRY GLOBAL GROUP INC COM
-$81.1K
64,972
+0%
建仓
IVV
ISHARES TR S&P 500 INDEX
+$78.1K
190
