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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 7
增持 64
减持 71
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
TSN
TYSON FOODS INC CL A
+$5.0M
97,335
减持
WAB
WABTEC CORP COM
-$4.7M
3,173
-94%
减持
LVS
LAS VEGAS SANDS CORP COM
-$4.3M
11,740
-86%
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
ARE
ALEXANDRIA REAL ESTATE EQ INC
+$3.3M
29,317
减持
—
KORNIT DIGITAL LTD SHS
+$3.2M
323,805
-1%
减持
TAP
MOLSON COORS BEVERAGE CO
-$3.0M
1,793
-97%
减持
MSFT
MICROSOFT CORP
+$2.9M
78,241
-5%
增持
OI
O-I GLASS INC COM
+$2.5M
154,331
+354%
增持
BFH
BREAD FINANCIAL HOLDINGS
+$2.5M
293,276
+33%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$2.5M
206,652
-4%
减持
EXAS
EXACT SCIENCES CORP COM
+$2.4M
144,978
-12%
减持
—
COHERENT INC COM
+$2.2M
199,007
-4%
减持
CCK
CROWN HOLDINGS INC COM
-$2.2M
10,555
-72%
增持
—
PARAMOUNT GLOBLAL
-$1.9M
376,756
+7%
增持
WBD
WARNER BROTHERS DISCOVERY
-$1.9M
803,101
+2%
减持
META
META PLATFORMS
+$1.6M
38,188
-14%
增持
SCHW
SCHWAB (CHARLES) CORP
+$1.5M
127,788
+17%
减持
GNRC
GENERAC HLDGS INC COM
+$1.5M
36,548
-0%
减持
ADBE
ADOBE INC
+$1.4M
14,211
-2%
增持
JPM
JPMORGAN CHASE & CO COM
+$1.3M
81,664
+0%
减持
FISV
FISERV INC
-$1.2M
68,421
-21%
增持
ZION
ZIONS BANCORPORATION NA
+$1.2M
142,073
+60%
增持
—
DISCOVER FINL SVCS COM
+$1.1M
58,803
+0%
减持
—
MCKESSON CORP
+$1.0M
15,350
-2%
增持
PNC
PNC FINL SVCS GROUP COM
+$916.5K
36,454
+26%
减持
ORCL
ORACLE CORP
+$904.4K
70,596
-13%
增持
VTRS
VIATRIS
+$862.3K
624,734
+12%
减持
AAPL
APPLE INC COM
+$819.1K
44,963
-6%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$766.0K
323,508
+12%
减持
—
NXP SEMICONDUCTORS N V COM
+$724.2K
43,844
-1%
建仓
XYL
XYLEM INC COM
+$691.9K
6,144
增持
WFC
WELLS FARGO NEW
+$678.1K
118,507
+1%
增持
—
TARGET CORP
-$676.9K
37,064
+10%
增持
ABBV
ABBVIE INC. COM
-$660.5K
40,286
+5%
增持
CI
THE CIGNA GROUP
+$651.1K
22,627
+1%
增持
CALY
TOPGOLF CALLAWAY BRANDS
+$650.8K
207,542
+29%
减持
TTWO
TAKE-TWO INTERACTIVE COM
+$639.0K
30,254
-5%
清仓
—
EVOQUA WATER TECHNOLOGIES CORP
-$636.4K
0
-100%
减持
FDX
FEDEX CORP COM
+$568.9K
32,229
-1%
减持
EFX
EQUIFAX INC CO
+$530.1K
16,701
-0%
减持
OSK
OSHKOSH CORPORATION
-$498.4K
114
-98%
增持
VIAV
VIAVI SOLUTIONS INC COM
+$491.5K
354,732
+9%
减持
JNJ
JOHNSON & JOHNSON
+$473.4K
46,153
-0%
减持
IFNNY
INFINEON TECHNOLOGIES AG SPONS
-$439.1K
97,870
-11%
减持
GE
GENERAL ELECTRIC CO COM NEW
+$394.4K
75,809
-9%
增持
—
BERRY GLOBAL GROUP INC COM
+$385.4K
65,468
+1%
减持
SBUX
STARBUCKS CORP CO
-$382.1K
41,005
-4%
减持
—
STEELCASE INC CL A
-$382.1K
343,495
-5%
减持
—
EXXON MOBIL CORP COM
-$378.4K
147,220
-0%
增持
LKQ
LKQ CORP COM
+$362.6K
154,793
+1%
减持
ICE
INTERCONTINENTALEXCHANGE COM
+$353.1K
41,479
-0%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$352.7K
28,642
+4%
减持
V
VISA INC COM CL A
+$350.4K
31,256
-0%
增持
KMB
KIMBERLY CLARK CORP
+$346.0K
37,737
+4%
增持
BAC
BANK OF AMERICA
+$330.9K
320,236
+3%
增持
NWL
NEWELL BRANDS INC.
-$314.0K
222,835
+23%
建仓
POOL
POOL CORP COM
+$290.3K
775
增持
LITE
LUMENTUM HLDGS INC COM
+$280.0K
28,673
+15%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$265.0K
10,985
-20%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC CO
+$253.2K
55,695
+1%
减持
MRVL
MARVELL TECHNOLOGY GROUP LTD C
-$244.8K
40,167
-34%
减持
ADI
ANALOG DEVICES INC COM
-$237.9K
16,881
-6%
减持
RRX
REGAL REXNORD CORP
+$232.5K
23,886
-2%
增持
—
SEALED AIR CORP
-$218.3K
50,700
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$204.7K
15,330
+1%
增持
FCX
FREEPORT-MCMORAN INC
-$196.4K
219,808
+0%
增持
BMY
BRISTOL MYERS SQUIBB CO
-$189.3K
69,967
+4%
增持
STT
STATE STREET CORP
+$188.5K
114,663
+6%
减持
KHC
KRAFT HEINZ CO COM
-$188.3K
9,558
-30%
增持
NLY
ANNALY CAPITAL MANAGEMENT INC
+$177.5K
50,512
+16%
减持
—
SKECHERS U S A INC CL A
-$175.0K
79,551
-13%
增持
AMGN
AMGEN INC
-$170.2K
20,684
+5%
减持
PFGC
PERFORMANCE FOOD GROUP CO COM
-$167.5K
139,782
-2%
减持
ENR
ENERGIZER HLDGS INC NEW COM
-$166.1K
108,640
-1%
增持
NTRS
NORTHERN TRUST CORP
-$163.8K
81,047
+16%
增持
C
CITIGROUP INC COM NEW
+$160.9K
190,174
+4%
增持
PYPL
PAYPAL HLDGS INC COM
-$144.6K
130,293
+12%
增持
CVX
CHEVRON CORP NEW COM
-$143.7K
29,667
+1%
减持
HCA
HCA HEALTHCARE INC COM
+$139.0K
6,475
-6%
减持
—
AZEK CO INC CL A
-$137.0K
19,515
-37%
减持
AMN
AMN HEALTHCARE SVCS INC COM
+$134.0K
6,075
-5%
减持
WSC
WILLSCOT MOBIL MINI HLDNG CORP
-$126.8K
12,591
-19%
增持
ABT
ABBOTT LABS
+$125.6K
9,672
+5%
增持
PFE
PFIZER INC
-$121.7K
144,183
+9%
减持
BBY
BEST BUY INC COM
+$118.0K
38,826
-1%
增持
DIS
DISNEY WALT PRODTNS
-$116.6K
14,477
+3%
增持
GPN
GLOBAL PMTS INC COM
-$114.9K
21,846
+1%
减持
XEL
XCEL ENERGY INC
-$104.6K
10,899
-6%
增持
OHI
OMEGA HEALTHCARE INVS COM
+$100.6K
25,958
+2%
增持
—
NOODLES & CO COM CL A
-$96.6K
155,487
+21%
清仓
IEFA
ISHARES TR CORE MSCI EAFE
-$95.7K
0
-100%
减持
AOS
SMITH A O COM
+$93.2K
54,550
-3%
增持
GD
GENERAL DYNAMICS CORP COM
+$92.5K
8,833
+11%
增持
EBAY
EBAY INC COM
+$83.4K
140,273
+1%
增持
—
ACTIVISION BLIZZARD INC
-$78.3K
76,074
+0%
清仓
IVV
ISHARES TR S&P 500 INDEX
-$78.1K
0
-100%
清仓
WCLD
WISDOMTREE TR CLOUD COMPUTNG
-$76.6K
0
-100%
减持
—
TOPBUILD CORP COM
+$70.9K
9,765
-20%
减持
—
NEW YORK CMNTY BANCORP COM
-$65.8K
53,821
-27%
减持
TFX
TELEFLEX INC
-$64.7K
2,140
-7%
增持
SCHF
SCHWAB STRATEGIC TR INTL EQTY
+$62.7K
32,835
+3%
减持
MMM
3M CO COM
-$61.4K
921
-37%
减持
PG
PROCTER & GAMBLE COMPANY
+$58.3K
25,206
-0%
增持
ASB
ASSOCIATED BANCORP
+$53.2K
55,925
+18%
增持
CIGI
COLLIERS INTL GROUP INC SUB VT
+$51.8K
18,775
+11%
减持
—
TRANE TECHNOLOGIES PLC SHS
-$46.3K
2,235
-13%
减持
IVE
ISHARES TR S&P500/BAR VAL
+$46.2K
6,185
-1%
减持
SPXC
SPX TECHNOLOGIES INC COM
-$42.8K
3,230
-28%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
-$42.6K
38,233
-0%
增持
IJJ
ISHARES S&P MIDCAP 400 VALUE E
+$42.1K
7,655
+1%
清仓
IEMG
ISHARES INC CORE MSCI EMKT
-$40.4K
0
-100%
减持
FG
F&G ANNUITIES & LIFE INC COMMO
+$38.3K
6,924
-6%
增持
QCOM
QUALCOMM INC
-$35.8K
103,481
+7%
减持
FSV
FIRSTSERVICE CORP NEW COM
-$35.5K
2,345
-17%
增持
GNL
GLOBAL NET LEASE INC COM NEW
+$34.6K
71,914
+31%
减持
APH
AMPHENOL CORP NEW CL A
-$34.0K
747
-37%
增持
—
TRUIST FINANCIAL CORP
-$32.9K
17,374
+6%
增持
LOW
LOWES COS INC CO
+$32.4K
1,203
+1%
增持
CVS
CVS HEALTH CORP COM
+$30.0K
103,274
+8%
减持
SPYV
SPDR SERIES TRUST PRTFLO S&P50
+$28.5K
11,509
-0%
减持
PSTG
PURE STORAGE INC CL A
+$27.3K
16,625
-27%
减持
MRK
MERCK & CO INC NEW COM
+$27.0K
18,363
-7%
增持
CFG
CITIZENS FINANCIAL GROUP INC C
-$23.7K
147,911
+16%
清仓
—
AT and T INC 5.35 GLB NTS 66
-$23.5K
0
-100%
增持
PK
PARK HOTELS & RESORTS INC COM
+$22.9K
49,425
+0%
减持
ABBNY
ABB LTD SPONSORED ADR
+$22.2K
4,757
-1%
增持
NBIX
NEUROCRINE BIOSCIENCES INC COM
-$21.6K
8,605
+5%
增持
CSCO
CISCO SYSTEMS INC
+$21.3K
170,528
+1%
减持
CCJ
CAMECO CORP COM
+$20.7K
9,090
-10%
增持
SYY
SYSCO CORPORATION
-$19.4K
6,658
+0%
减持
FNF
FIDELITY NATIONAL FINANCIAL IN
-$19.1K
493
-53%
减持
SCHV
SCHWAB STRATEGIC TR US LCAP VA
-$18.8K
8,061
-6%
增持
IJS
ISHARES S&P SMLCP 600 VALUE ET
+$18.5K
5,155
+2%
增持
GLW
CORNING INC
-$18.3K
93,917
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS SHRT T
-$18.3K
17,854
-1%
减持
DHR
DANAHER CORP
-$17.2K
171
-26%
减持
—
PIONEER NAT RES CO COM
-$17.0K
2,910
-4%
建仓
CAG
CONAGRA BRANDS INC
+$16.9K
500
减持
IR
INGERSOLL RAND INC COM
-$14.7K
2,332
-19%
增持
RF
REGIONS FINANCIAL CORP COM
+$14.6K
15,325
+10%
清仓
PFXF
VANECK ETF TRUST PREFERRED SEC
-$13.2K
0
-100%
增持
BHC
BAUSCH HEALTH COS INC COM
-$12.4K
224,465
+1%
清仓
SDY
SPDR SERIES TRUST S&P DIVID ET
-$12.2K
0
-100%
减持
—
HILLENBRAND INC COM
-$12.0K
10,565
-9%
增持
—
HANESBRANDS INC COM
-$11.6K
52,655
+10%
减持
MDYV
SPDR SERIES TRUST S&P 400 MDCP
+$11.1K
8,017
-2%
减持
CRM
SALESFORCE INC COM
+$10.9K
1,000
-0%
建仓
SCHB
SCHWAB STRATEGIC TR US BRD MKT
+$10.3K
200
减持
VIG
VANGUARD GROUP DIV APP ETF
-$10.2K
175
-30%
建仓
—
LITHIUM AMERS CORP NEW COM NEW
+$10.1K
500
