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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 4
增持 49
减持 89
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
—
ACTIVISION BLIZZARD INC
-$6.4M
0
-100%
减持
GE
GENERAL ELECTRIC CO COM NEW
-$5.3M
27,830
-63%
减持
EXAS
EXACT SCIENCES CORP COM
-$3.9M
141,798
-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。
建仓
CHWY
CHEWY INC CL A
+$3.9M
214,286
增持
—
KORNIT DIGITAL LTD SHS
-$3.1M
337,682
+4%
减持
FDX
FEDEX CORP COM
-$2.7M
19,895
-38%
增持
—
COHERENT INC COM
-$2.7M
229,307
+15%
减持
MSFT
MICROSOFT CORP
-$2.4M
76,633
-2%
增持
—
DISCOVER FINL SVCS COM
-$1.7M
59,346
+1%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$1.5M
47,685
+66%
减持
LKQ
LKQ CORP COM
-$1.5M
152,302
-2%
减持
—
EXXON MOBIL CORP COM
+$1.2M
144,818
-2%
增持
WBD
WARNER BROTHERS DISCOVERY
-$1.2M
814,704
+1%
减持
FCX
FREEPORT-MCMORAN INC
-$1.1M
205,246
-7%
减持
FISV
FISERV INC
-$1.1M
66,393
-3%
减持
ORCL
ORACLE CORP
-$1.1M
68,770
-3%
减持
ADBE
ADOBE INC
-$921.5K
11,821
-17%
减持
EFX
EQUIFAX INC CO
-$914.1K
16,463
-1%
减持
QCOM
QUALCOMM INC
-$910.2K
102,721
-1%
减持
NMIH
NMI HLDGS INC CL A
-$842.0K
5,224
-86%
减持
GLW
CORNING INC
-$809.6K
81,433
-13%
清仓
—
BLACK KNIGHT INC COM
-$788.1K
0
-100%
减持
—
STEELCASE INC CL A
+$787.3K
307,578
-10%
减持
STT
STATE STREET CORP
-$775.8K
113,728
-1%
增持
VIAV
VIAVI SOLUTIONS INC COM
-$723.0K
360,627
+2%
增持
OI
O-I GLASS INC COM
-$702.0K
154,807
+0%
减持
JNJ
JOHNSON & JOHNSON
-$692.2K
44,604
-3%
增持
IFNNY
INFINEON TECHNOLOGIES AG SPONS
-$690.0K
101,145
+3%
增持
DIS
DISNEY WALT PRODTNS
+$633.3K
23,761
+64%
增持
CALY
TOPGOLF CALLAWAY BRANDS
-$629.1K
252,210
+22%
减持
—
MCKESSON CORP
-$626.1K
13,644
-11%
增持
KMB
KIMBERLY CLARK CORP
-$599.4K
38,151
+1%
减持
V
VISA INC COM CL A
-$597.6K
29,673
-5%
减持
CCK
CROWN HOLDINGS INC COM
-$593.7K
3,653
-65%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC CO
-$572.6K
53,340
-4%
减持
SCHW
SCHWAB (CHARLES) CORP
-$564.9K
121,642
-5%
增持
—
TARGET CORP
-$559.0K
39,159
+6%
增持
C
CITIGROUP INC COM NEW
-$537.9K
199,799
+5%
减持
BBY
BEST BUY INC COM
-$510.0K
38,459
-1%
减持
ABBV
ABBVIE INC. COM
+$490.7K
39,705
-1%
减持
—
NXP SEMICONDUCTORS N V COM
-$487.6K
42,449
-3%
减持
META
META PLATFORMS
-$481.9K
34,900
-9%
减持
AOS
SMITH A O COM
-$467.7K
52,963
-3%
减持
BAC
BANK OF AMERICA
-$446.9K
319,236
-0%
减持
LVS
LAS VEGAS SANDS CORP COM
-$432.7K
5,415
-54%
减持
SBUX
STARBUCKS CORP CO
-$413.5K
39,974
-3%
减持
AMGN
AMGEN INC
+$409.6K
18,611
-10%
减持
PFGC
PERFORMANCE FOOD GROUP CO COM
-$402.9K
136,214
-3%
减持
PG
PROCTER & GAMBLE COMPANY
-$392.5K
23,531
-7%
增持
ARE
ALEXANDRIA REAL ESTATE EQ INC
-$391.1K
29,332
+0%
增持
PYPL
PAYPAL HLDGS INC COM
-$378.5K
142,251
+9%
减持
ZION
ZIONS BANCORPORATION NA
+$353.4K
119,504
-16%
减持
GPN
GLOBAL PMTS INC COM
+$348.5K
21,672
-1%
减持
RRX
REGAL REXNORD CORP
-$336.5K
23,373
-2%
增持
PFE
PFIZER INC
-$333.0K
149,400
+4%
增持
ADI
ANALOG DEVICES INC COM
-$329.7K
16,899
+0%
减持
—
TOPBUILD CORP COM
-$329.5K
9,015
-8%
减持
JPM
JPMORGAN CHASE & CO COM
-$329.4K
79,629
-2%
减持
WFC
WELLS FARGO NEW
-$326.3K
115,799
-2%
增持
—
SEALED AIR CORP
-$325.2K
51,820
+2%
增持
CALX
CALIX INC COM
+$315.5K
41,425
+31%
增持
NTRS
NORTHERN TRUST CORP
-$299.7K
82,170
+1%
减持
CVX
CHEVRON CORP NEW COM
+$296.4K
29,442
-1%
减持
TTWO
TAKE-TWO INTERACTIVE COM
-$292.6K
29,629
-2%
增持
BMY
BRISTOL MYERS SQUIBB CO
-$292.5K
72,052
+3%
清仓
RF
REGIONS FINANCIAL CORP COM
-$273.1K
0
-100%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
+$269.9K
49,617
+30%
减持
—
BERRY GLOBAL GROUP INC COM
-$247.3K
64,043
-2%
减持
BFH
BREAD FINANCIAL HOLDINGS
-$245.3K
262,006
-11%
增持
—
SKECHERS U S A INC CL A
-$226.6K
80,952
+2%
增持
MTZ
MASTEC INC COM
-$221.6K
6,740
+13%
增持
MRK
MERCK & CO INC NEW COM
-$207.8K
18,563
+1%
增持
MRVL
MARVELL TECHNOLOGY GROUP LTD C
-$203.5K
40,600
+1%
减持
CIGI
COLLIERS INTL GROUP INC SUB VT
-$193.3K
17,325
-8%
减持
ENR
ENERGIZER HLDGS INC NEW COM
-$192.6K
107,852
-1%
增持
GNRC
GENERAC HLDGS INC COM
+$178.9K
51,664
+41%
减持
KO
COCA COLA CO
-$178.1K
33,474
-2%
增持
HCA
HCA HEALTHCARE INC COM
-$169.4K
7,300
+13%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$163.8K
421,787
+30%
减持
PNC
PNC FINL SVCS GROUP COM
-$162.7K
36,073
-1%
减持
CSCO
CISCO SYSTEMS INC
+$151.1K
166,931
-2%
减持
EBAY
EBAY INC COM
-$133.5K
139,153
-1%
减持
PEP
PEPSICO INC
-$126.4K
4,490
-6%
增持
ICE
INTERCONTINENTALEXCHANGE COM
-$125.8K
41,489
+0%
减持
HSY
HERSHEY FOODS CORP
-$121.0K
175
-72%
减持
NBIX
NEUROCRINE BIOSCIENCES INC COM
+$119.5K
8,275
-4%
减持
GTBIF
GREEN THUMB INDS INC SUB VTG S
+$114.9K
48,820
-13%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$99.8K
188,266
-9%
减持
VTRS
VIATRIS
-$96.1K
622,586
-0%
减持
SYY
SYSCO CORPORATION
-$95.7K
6,030
-9%
清仓
—
ACCELERATE DIAGNOSTICS INC COM
-$92.3K
0
-100%
增持
CVS
CVS HEALTH CORP COM
+$90.8K
103,554
+0%
减持
TSN
TYSON FOODS INC CL A
-$90.2K
96,609
-1%
减持
CFG
CITIZENS FINANCIAL GROUP INC C
+$87.8K
147,213
-0%
减持
SCHF
SCHWAB STRATEGIC TR INTL EQTY
-$84.4K
31,985
-3%
增持
VCSH
VANGUARD SCOTTSDALE FDS SHRT T
+$72.1K
18,934
+6%
减持
PK
PARK HOTELS & RESORTS INC COM
-$71.5K
45,625
-8%
减持
IVE
ISHARES TR S&P500/BAR VAL
-$67.8K
6,040
-2%
建仓
—
ACCELERATE DIAGNOSTICS INC COM
+$65.5K
11,390
减持
GNL
GLOBAL NET LEASE INC COM NEW
-$65.5K
70,114
-3%
减持
—
NEW YORK CMNTY BANCORP COM
-$64.9K
47,621
-12%
减持
NLY
ANNALY CAPITAL MANAGEMENT INC
-$64.0K
50,332
-0%
增持
MGEE
MGE ENERGY INC COM
-$63.0K
6,782
+2%
减持
—
AZEK CO INC CL A
-$58.3K
17,915
-8%
减持
FG
F&G ANNUITIES & LIFE INC COMMO
-$56.3K
4,108
-41%
减持
OHI
OMEGA HEALTHCARE INVS COM
-$55.4K
22,353
-14%
减持
IJJ
ISHARES S&P MIDCAP 400 VALUE E
-$52.8K
7,602
-1%
增持
GD
GENERAL DYNAMICS CORP COM
+$52.7K
8,839
+0%
增持
HST
HOST HOTELS&RESORTS COM
+$50.4K
33,364
+16%
减持
GLD
SPDR GOLD TRUST
-$49.9K
44
-86%
清仓
GSG
ISHARES S&P GSCI COMM UNIT BEN
-$48.4K
0
-100%
清仓
SLV
ISHARES SILVER TRUST ISHARES
-$46.6K
0
-100%
减持
WAB
WABTEC CORP COM
-$44.6K
2,855
-10%
增持
HSIC
SCHEIN HENRY INC CO
-$44.3K
8,840
+2%
减持
BHC
BAUSCH HEALTH COS INC COM
-$41.9K
213,355
-5%
减持
KHC
KRAFT HEINZ CO COM
-$38.2K
8,952
-6%
减持
NWL
NEWELL BRANDS INC.
-$37.3K
210,557
-6%
减持
LOW
LOWES COS INC CO
-$37.1K
1,128
-6%
减持
SCHE
SCHWAB STRATEGIC TR EMRG MKTEQ
-$36.3K
45,957
-0%
减持
MAS
MASCO CORP COM
-$35.9K
5,108
-5%
减持
TAP
MOLSON COORS BEVERAGE CO
-$35.6K
1,296
-28%
增持
SCHV
SCHWAB STRATEGIC TR US LCAP VA
+$33.5K
8,909
+11%
减持
ASB
ASSOCIATED BANCORP
-$32.8K
51,130
-9%
减持
T
AT&T INC COM
-$32.3K
6,846
-19%
增持
GOOG
ALPHABET INC CAP STK CL C
+$31.2K
2,237
+3%
增持
ACHC
ACADIA HEALTHCARE COMPANY INC
-$29.4K
5,285
+5%
增持
TFX
TELEFLEX INC
-$28.9K
2,490
+16%
增持
IJS
ISHARES S&P SMLCP 600 VALUE ET
-$28.1K
5,179
+0%
建仓
LLY
LILLY ELI AND COMPANY
+$26.9K
50
增持
SHEL
SHELL PLC SPON ADS
+$25.1K
3,251
+7%
减持
VZ
VERIZON COMMUNICATIONS
-$25.1K
1,741
-21%
减持
BRK/B
BERKSHIRE HATHAWAY INC CL B NE
-$22.0K
381
-16%
减持
BMO
BANK OF MONTREAL
-$20.1K
3,077
-1%
增持
VTI
VANGUARD INDEX TR STK MRK VIPE
+$19.7K
186
+107%
增持
SPYV
SPDR SERIES TRUST PRTFLO S&P50
-$19.5K
11,578
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$18.2K
14,650
-4%
清仓
—
PATTERSON COMPANIES COM
-$16.6K
0
-100%
减持
INTC
INTEL CORP
+$14.8K
13,673
-3%
减持
COST
COSTCO WHOLESALE CORP
+$14.4K
745
-1%
增持
—
TRUIST FINANCIAL CORP
-$13.2K
17,969
+3%
建仓
AVXL
ANAVEX LIFE SCIENCES CORP COM
+$13.1K
2,000
增持
SLYV
SPDR SERIES TRUST S&P 600 SMCP
-$12.6K
5,458
+3%
增持
—
PARAMOUNT GLOBLAL
+$11.5K
465,560
+24%
减持
SDOG
ALPS ETF TR SECTR DIV DOGS
-$10.8K
1,000
-13%
减持
BABA
ALIBABA GROUP HLDG LTD SPONSOR
-$10.7K
100
-57%
减持
—
ASTRAZENECA PLC SPONSORED ADR
-$10.6K
2,038
-2%
增持
CAG
CONAGRA BRANDS INC
+$10.6K
1,000
+100%
减持
CI
THE CIGNA GROUP
+$10.5K
22,231
-2%
增持
QEFA
SPDR INDEX SHS FDS MSCI EAFE S
-$10.5K
4,065
+0%
清仓
SCHB
SCHWAB STRATEGIC TR US BRD MKT
-$10.3K
0
-100%
