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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 34
增持 57
减持 56
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
WFC
WELLS FARGO NEW
-$3.2M
41,114
-64%
增持
OI
O-I GLASS INC COM
+$3.0M
393,883
+84%
增持
—
EXXON MOBIL CORP COM
+$2.7M
153,745
+1%
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
C
CITIGROUP INC COM NEW
+$2.4M
195,298
+1%
增持
—
BERRY GLOBAL GROUP INC COM
+$2.4M
109,047
+74%
减持
QCOM
QUALCOMM INC
+$2.1M
96,163
-2%
减持
MSFT
MICROSOFT CORP
+$2.1M
69,098
-4%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$2.1M
505,150
+1%
清仓
CRWD
CROWDSTRIKE HLDGS INC CL A
-$1.9M
0
-100%
增持
LITE
LUMENTUM HLDGS INC COM
+$1.8M
71,429
+139%
减持
STT
STATE STREET CORP
-$1.8M
79,546
-23%
增持
PYPL
PAYPAL HLDGS INC COM
+$1.8M
177,878
+8%
减持
NWL
NEWELL BRANDS INC.
-$1.7M
16,758
-92%
增持
EBAY
EBAY INC COM
+$1.6M
151,917
+4%
减持
META
META PLATFORMS
+$1.6M
24,397
-16%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$1.5M
178,978
-2%
增持
—
NXP SEMICONDUCTORS N V COM
+$1.5M
43,687
+7%
减持
CI
THE CIGNA GROUP
+$1.4M
21,946
-0%
减持
—
COHERENT INC COM
+$1.2M
176,006
-19%
减持
BAC
BANK OF AMERICA
+$1.2M
311,293
-1%
增持
LKQ
LKQ CORP COM
+$1.2M
162,017
+4%
减持
GE
GENERAL ELECTRIC CO COM NEW
+$1.2M
25,805
-2%
减持
AAPL
APPLE INC COM
-$1.2M
46,115
-2%
减持
BFH
BREAD FINANCIAL HOLDINGS
+$1.1M
266,109
-0%
减持
—
DISCOVER FINL SVCS COM
+$1.1M
58,382
-0%
减持
ABBV
ABBVIE INC. COM
+$999.6K
38,941
-1%
减持
—
TARGET CORP
+$982.3K
35,475
-5%
增持
FCX
FREEPORT-MCMORAN INC
+$979.7K
198,684
+1%
减持
ORCL
ORACLE CORP
+$966.0K
63,131
-4%
增持
—
PARAMOUNT GLOBLAL
+$929.0K
655,680
+43%
减持
ADBE
ADOBE INC
-$886.1K
7,842
-3%
减持
ENR
ENERGIZER HLDGS INC NEW COM
-$878.7K
2,870
-91%
减持
FISV
FISERV INC
+$873.8K
45,319
-5%
减持
IFNNY
INFINEON TECHNOLOGIES AG SPONS
-$782.5K
96,460
-1%
增持
FDX
FEDEX CORP COM
+$782.3K
19,378
+1%
增持
DIS
DISNEY WALT PRODTNS
+$754.1K
22,795
+1%
减持
RRX
REGAL REXNORD CORP
+$751.3K
24,193
-1%
增持
SBUX
STARBUCKS CORP CO
+$722.7K
48,860
+25%
减持
—
MCKESSON CORP
+$709.6K
11,725
-3%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
+$658.8K
48,807
-0%
减持
GD
GENERAL DYNAMICS CORP COM
-$658.6K
4,139
-41%
增持
—
KORNIT DIGITAL LTD SHS
+$655.3K
523,287
+14%
增持
CHWY
CHEWY INC CL A
-$638.5K
294,480
+31%
增持
BMY
BRISTOL MYERS SQUIBB CO
+$632.0K
80,477
+11%
增持
EXAS
EXACT SCIENCES CORP COM
+$585.6K
160,584
+13%
增持
SCHW
SCHWAB (CHARLES) CORP
+$582.3K
129,082
+1%
增持
V
VISA INC COM CL A
+$565.0K
29,308
+0%
清仓
—
TRANE TECHNOLOGIES PLC SHS
-$545.1K
0
-100%
增持
WBD
WARNER BROTHERS DISCOVERY
-$539.5K
1,118,931
+24%
增持
CVX
CHEVRON CORP NEW COM
+$503.6K
38,762
+3%
增持
TSN
TYSON FOODS INC CL A
+$498.8K
96,495
+0%
增持
BA
BOEING CO
-$494.6K
22,716
+21%
减持
BHC
BAUSCH HEALTH COS INC COM
+$482.3K
210,894
-4%
增持
MRK
MERCK & CO INC NEW COM
+$471.2K
18,908
+2%
增持
IVE
ISHARES TR S&P500/BAR VAL
+$441.3K
12,865
+14%
建仓
CNXC
CONCENTRIX CORP COM
+$415.2K
6,270
减持
TSLA
TESLA INC
-$410.2K
2,909
-22%
增持
PG
PROCTER & GAMBLE COMPANY
+$388.5K
23,390
+1%
减持
VIAV
VIAVI SOLUTIONS INC COM
-$385.6K
392,213
-0%
增持
AMN
AMN HEALTHCARE SVCS INC COM
-$368.8K
46,514
+6%
减持
CFG
CITIZENS FINANCIAL GROUP INC C
+$366.7K
143,730
-2%
减持
TTWO
TAKE-TWO INTERACTIVE COM
-$361.4K
27,681
-0%
减持
PFGC
PERFORMANCE FOOD GROUP CO COM
+$358.5K
119,011
-3%
增持
KMB
KIMBERLY CLARK CORP
+$341.3K
38,286
+1%
减持
NTRS
NORTHERN TRUST CORP
+$319.0K
73,584
-0%
减持
AOS
SMITH A O COM
+$318.7K
49,003
-1%
减持
CALY
TOPGOLF CALLAWAY BRANDS
+$290.1K
333,071
-6%
增持
UNH
UNITEDHEALTH GROUP INC
-$290.1K
14,347
+2%
减持
—
STEELCASE INC CL A
-$262.6K
275,694
-4%
增持
HAS
HASBRO INC COM
+$253.0K
9,286
+74%
减持
EFX
EQUIFAX INC CO
+$242.5K
15,419
-2%
减持
—
TOPBUILD CORP COM
+$238.6K
6,405
-7%
减持
PNC
PNC FINL SVCS GROUP COM
+$230.6K
35,721
-0%
减持
VTRS
VIATRIS
+$228.8K
622,169
-6%
增持
BSV
VANGUARD BD INDEX FD SHORT TRM
+$209.9K
16,529
+20%
增持
GLW
CORNING INC
+$206.7K
80,441
+0%
减持
ZION
ZIONS BANCORPORATION NA
-$199.7K
105,541
-3%
减持
ABBNY
ABB LTD SPONSORED ADR
-$195.7K
325
-93%
增持
—
SEALED AIR CORP
+$184.8K
64,844
+6%
清仓
IR
INGERSOLL RAND INC COM
-$180.4K
0
-100%
增持
GPN
GLOBAL PMTS INC COM
+$173.2K
21,494
+1%
减持
ICE
INTERCONTINENTALEXCHANGE COM
+$169.9K
39,795
-4%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC CO
+$167.1K
52,709
-0%
增持
IJH
ISHARES TR S&P MIDCAP 400
+$162.2K
13,339
+471%
减持
GTBIF
GREEN THUMB INDS INC SUB VTG S
+$156.4K
48,780
-0%
增持
GNL
GLOBAL NET LEASE INC COM NEW
-$151.7K
71,314
+1%
增持
IJJ
ISHARES S&P MIDCAP 400 VALUE E
+$144.6K
9,259
+11%
增持
JNJ
JOHNSON & JOHNSON
+$144.5K
45,466
+1%
增持
CALX
CALIX INC COM
+$141.6K
55,950
+43%
建仓
NVDA
NVIDIA CORP COM
+$137.3K
152
减持
ASB
ASSOCIATED BANCORP
-$136.0K
43,430
-13%
增持
GNRC
GENERAC HLDGS INC COM
-$135.0K
50,710
+0%
减持
INTC
INTEL CORP
-$129.2K
11,951
-9%
减持
—
SKECHERS U S A INC CL A
-$125.1K
68,118
-1%
减持
JPM
JPMORGAN CHASE & CO COM
-$113.2K
63,726
-16%
增持
CVS
CVS HEALTH CORP COM
+$111.1K
103,195
+0%
增持
KO
COCA COLA CO
+$110.7K
34,052
+2%
减持
MCHP
MICROCHIP TECHNOLOGY INC
-$108.5K
575
-68%
减持
AMZN
AMAZON COM INC CO
+$104.4K
3,855
-1%
减持
MTZ
MASTEC INC COM
+$95.2K
7,590
-6%
增持
CSCO
CISCO SYSTEMS INC
-$94.0K
165,125
+0%
减持
AMGN
AMGEN INC
-$88.0K
18,295
-0%
增持
AGG
ISHARES TR CORE TOTUSBD ETF
+$86.3K
11,026
+10%
建仓
BTG
B2GOLD CORP COM
+$85.9K
32,915
减持
ADI
ANALOG DEVICES INC COM
-$83.2K
16,545
-2%
建仓
SPHD
INVESCO EXCH TRADED FD TR II S
+$79.9K
1,800
建仓
—
APOLLO GLOBAL MGMT INC NT 7.6
+$79.3K
3,000
增持
ARE
ALEXANDRIA REAL ESTATE EQ INC
+$79.1K
29,390
+0%
增持
HD
HOME DEPOT INC
+$78.0K
234
+588%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$75.0K
5,996
+10%
增持
SCHE
SCHWAB STRATEGIC TR EMRG MKTEQ
+$74.3K
54,624
+4%
减持
MMM
3M CO COM
-$74.2K
285
-70%
建仓
—
UNUM GROUP 6.250 JR NT58
+$69.8K
2,780
建仓
—
ASSOCIATED BANC CORP NT 33
+$68.3K
3,000
增持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$67.8K
48,626
+3%
增持
PEP
PEPSICO INC
+$67.7K
4,769
+6%
建仓
—
FEDERAL AGRIC MTG CORP 5.25 NC
+$65.7K
3,000
建仓
—
JPMORGAN CHASE & CO 4.55 DEP P
+$64.2K
3,000
建仓
—
BRIGHTHOUSE FINL INC 5.375 DEP
+$63.6K
3,100
减持
GS
GOLDMAN SACHS GROUP INC
-$63.3K
9
-95%
建仓
—
BANK AMERICA CORP DP SH NCUM N
+$61.9K
3,000
增持
IJS
ISHARES S&P SMLCP 600 VALUE ET
+$61.9K
7,216
+9%
增持
—
PREMIER INC CL A
+$60.8K
24,030
+14%
建仓
—
JPMORGAN CHASE & CO 4.20 DP PF
+$60.5K
3,000
建仓
—
B. RILEY FINANCIAL INC SR NT 2
+$57.2K
3,000
建仓
—
ATHENE HOLDING LTD 4.875 DEP P
+$55.8K
3,000
减持
CCK
CROWN HOLDINGS INC COM
-$55.4K
3,094
-5%
增持
ADP
AUTOMATIC DATA PROCESSING
+$54.9K
1,234
+14%
建仓
—
BANK AMERICA CORP 4.125 DP PFD
+$54.4K
2,800
增持
—
HILLENBRAND INC COM
+$52.2K
11,090
+5%
建仓
DOC
HEALTHPEAK PROPERTIES INC COM
+$50.5K
2,696
建仓
—
OLD NATL BANCORP IND 7 DP SH P
+$50.5K
2,000
建仓
—
CHS INC RED PFD SER3 CLB
+$50.2K
2,000
建仓
—
HEARTLAND FINL USA INC 7 DP SH
+$49.8K
2,000
建仓
—
SPIRE INC 5.9 DEP RP PFD A
+$49.4K
2,000
建仓
—
BANK HAWAII HONOLULU 4.375 DEP
+$48.3K
3,000
建仓
—
FEDERAL AGRIC MTG CORP 5.750 N
+$48.0K
2,000
建仓
—
FEDERAL AGRIC MTG CORP 5.7 NCU
+$48.0K
2,000
建仓
—
REDWOOD TRUST INC
+$47.9K
50,000
建仓
—
TRUIST FINL CORP 5.25 DP SH PF
+$47.5K
2,000
建仓
—
PINNACLE FINL PARTNERS INC 6.7
+$47.2K
2,000
建仓
CMI
CUMMINS INC COM
+$46.6K
158
建仓
—
FIRST HORIZON CORPORATION 6.50
+$46.5K
2,000
建仓
—
BRIGHTHOUSE FINL INC 6.25 NT 5
+$45.8K
2,000
建仓
—
KEYCORP 6.2 DP SH PFD H
+$45.8K
2,000
增持
SYY
SYSCO CORPORATION
+$45.0K
5,469
+0%
建仓
—
KEYCORP DP SHS PFD G
+$43.6K
2,000
建仓
—
MERCHANTS BANCORP IND 6 DP SH
+$43.1K
1,800
建仓
—
WELLS FARGO CO NEW DEP SH PFD
+$43.0K
2,000
建仓
—
SOUTHERN CO NT 4.95 80
+$42.5K
1,850
