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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 7
增持 84
减持 53
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
BFH
BREAD FINANCIAL HOLDINGS
-$5.9M
115,934
-55%
增持
EXAS
EXACT SCIENCES CORP COM
+$5.8M
205,269
+6%
减持
—
KORNIT DIGITAL LTD SHS
+$5.0M
523,789
-11%
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
LNT
ALLIANT ENERGY CORP
+$4.8M
80,200
+4307%
减持
PYPL
PAYPAL HLDGS INC COM
+$3.3M
174,411
-2%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$3.0M
171,382
-1%
增持
WBD
WARNER BROTHERS DISCOVERY
+$2.7M
1,442,074
+16%
增持
OI
O-I GLASS INC COM
+$2.4M
707,534
+15%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.0M
16,218
+10%
增持
WEC
WEC ENERGY GROUP INC COM
+$1.8M
70,429
+12%
增持
EBAY
EBAY INC COM
+$1.8M
147,932
+1%
增持
QCOM
QUALCOMM INC
-$1.7M
68,962
+2%
增持
PFGC
PERFORMANCE FOOD GROUP CO COM
+$1.7M
122,245
+3%
增持
BMY
BRISTOL MYERS SQUIBB CO
+$1.7M
106,196
+15%
减持
META
META PLATFORMS
+$1.4M
23,727
-2%
减持
ORCL
ORACLE CORP
+$1.4M
58,623
-4%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$1.4M
50,550
+4%
增持
GNRC
GENERAC HLDGS INC COM
+$1.3M
49,117
+0%
增持
VIAV
VIAVI SOLUTIONS INC COM
+$1.3M
509,003
+7%
增持
CSCO
CISCO SYSTEMS INC
+$1.3M
173,248
+4%
减持
FISV
FISERV INC
+$1.3M
44,365
-1%
减持
MSFT
MICROSOFT CORP
-$1.3M
68,006
-0%
增持
STT
STATE STREET CORP
+$1.2M
78,943
+1%
增持
—
BERRY GLOBAL GROUP INC COM
+$1.2M
113,320
+2%
增持
CVS
CVS HEALTH CORP COM
+$1.2M
135,249
+9%
减持
LITE
LUMENTUM HLDGS INC COM
+$1.1M
111,554
-4%
增持
—
NXP SEMICONDUCTORS N V COM
-$1.1M
42,167
+1%
增持
CALY
TOPGOLF CALLAWAY BRANDS
-$1.1M
326,098
+7%
减持
SBUX
STARBUCKS CORP CO
+$1.1M
55,157
-1%
增持
ABBV
ABBVIE INC. COM
+$1.0M
39,013
+0%
减持
PNC
PNC FINL SVCS GROUP COM
+$995.2K
34,466
-0%
增持
—
MCKESSON CORP
-$969.1K
11,113
+0%
增持
VTRS
VIATRIS
+$922.8K
700,778
+3%
增持
JNJ
JOHNSON & JOHNSON
+$911.8K
48,092
+2%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
+$874.0K
50,055
+2%
减持
ICE
INTERCONTINENTALEXCHANGE COM
+$867.9K
39,104
-1%
增持
RRX
REGAL REXNORD CORP
+$864.1K
24,937
+3%
增持
—
PARAMOUNT GLOBLAL
+$839.7K
727,373
+10%
增持
EFX
EQUIFAX INC CO
+$813.4K
15,527
+0%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC CO
+$788.9K
55,414
+4%
增持
SCHW
SCHWAB (CHARLES) CORP
-$782.0K
122,043
+3%
减持
GE
GENERAL ELECTRIC CO COM NEW
+$719.9K
25,465
-1%
减持
ADBE
ADOBE INC
-$654.9K
9,604
-5%
建仓
FLG
NEW YORK CMNTY BANCORP INC COM
+$605.9K
53,950
增持
CHWY
CHEWY INC CL A
+$602.8K
284,485
+0%
增持
CI
THE CIGNA GROUP
+$577.1K
22,467
+3%
减持
HCA
HCA HEALTHCARE INC COM
+$570.8K
7,175
-2%
增持
GLW
CORNING INC
+$552.1K
83,583
+1%
减持
CFG
CITIZENS FINANCIAL GROUP INC C
+$551.5K
135,668
-3%
减持
CIGI
COLLIERS INTL GROUP INC SUB VT
+$546.6K
15,000
-3%
增持
PEP
PEPSICO INC
+$538.5K
32,889
+7%
增持
LKQ
LKQ CORP COM
+$534.8K
200,178
+12%
减持
GEV
GE VERNOVA INC COM
+$529.8K
6,411
-0%
减持
AAPL
APPLE INC COM
+$528.7K
43,895
-5%
清仓
—
NEW YORK CMNTY BANCORP COM
-$521.2K
0
-100%
减持
TSN
TYSON FOODS INC CL A
-$520.7K
83,596
-13%
增持
PFE
PFIZER INC
+$515.9K
381,285
+1%
增持
AOS
SMITH A O COM
+$499.2K
49,457
+3%
增持
BHC
BAUSCH HEALTH COS INC COM
+$488.2K
262,762
+11%
增持
NTRS
NORTHERN TRUST CORP
+$481.7K
66,004
+2%
建仓
UBSFY
UBISOFT ENTMT SA ADR
+$479.5K
216,000
增持
—
TARGET CORP
+$463.6K
33,036
+4%
增持
V
VISA INC COM CL A
+$460.8K
29,433
+1%
增持
—
EXXON MOBIL CORP COM
+$447.8K
160,430
+1%
减持
C
CITIGROUP INC COM NEW
-$374.8K
181,511
-2%
减持
—
DISCOVER FINL SVCS COM
+$367.5K
57,186
-2%
增持
FDX
FEDEX CORP COM
-$339.3K
19,984
+3%
增持
—
SEALED AIR CORP
+$328.4K
72,779
+9%
增持
GPN
GLOBAL PMTS INC COM
+$326.9K
24,902
+8%
增持
FCX
FREEPORT-MCMORAN INC
+$311.3K
131,058
+2%
减持
TSLA
TESLA INC
-$275.9K
949
-64%
增持
IVE
ISHARES TR S&P500/BAR VAL
+$272.2K
13,406
+3%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$270.1K
747,860
+30%
清仓
—
NOODLES & CO COM CL A
-$245.7K
0
-100%
减持
DLTH
DULUTH HLDGS INC COM CL B
-$224.0K
900
-99%
增持
AMGN
AMGEN INC
+$215.3K
18,853
+1%
减持
CGNX
COGNEX CORP COM
-$190.0K
4,200
-45%
增持
—
STEELCASE INC CL A
+$183.4K
273,258
+1%
增持
XEL
XCEL ENERGY INC
+$168.8K
11,499
+6%
减持
INTC
INTEL CORP
-$152.9K
9,359
-22%
增持
SCHE
SCHWAB STRATEGIC TR EMRG MKTEQ
+$152.5K
55,227
+1%
减持
PG
PROCTER & GAMBLE COMPANY
+$139.1K
23,063
-1%
增持
CVX
CHEVRON CORP NEW COM
-$131.9K
40,584
+4%
增持
HAS
HASBRO INC COM
+$129.1K
9,296
+0%
减持
KMB
KIMBERLY CLARK CORP
+$128.4K
33,496
-0%
增持
IJJ
ISHARES S&P MIDCAP 400 VALUE E
+$125.4K
9,670
+3%
增持
MCHP
MICROCHIP TECHNOLOGY INC
+$119.6K
2,145
+273%
减持
WFC
WELLS FARGO NEW
-$118.0K
8,048
-17%
减持
OHI
OMEGA HEALTHCARE INVS COM
+$116.9K
21,686
-3%
增持
ARE
ALEXANDRIA REAL ESTATE EQ INC
+$116.6K
30,699
+2%
增持
—
SKECHERS U S A INC CL A
-$115.6K
66,005
+1%
增持
AGG
ISHARES TR CORE TOTUSBD ETF
+$110.5K
20,721
+1%
减持
KHC
KRAFT HEINZ CO COM
-$105.3K
3,931
-48%
增持
GNL
GLOBAL NET LEASE INC COM NEW
+$100.9K
87,331
+1%
增持
IJS
ISHARES S&P SMLCP 600 VALUE ET
+$96.2K
7,715
+2%
增持
TTWO
TAKE-TWO INTERACTIVE COM
+$96.0K
28,600
+3%
清仓
BTG
B2GOLD CORP COM
-$88.9K
0
-100%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$86.8K
6,373
+3%
减持
ZION
ZIONS BANCORPORATION NA
+$84.7K
22,835
-0%
减持
JPM
JPMORGAN CHASE & CO COM
+$83.5K
53,567
-3%
增持
MAT
MATTEL INC
+$79.3K
16,780
+14%
增持
IJH
ISHARES TR S&P MIDCAP 400
+$77.8K
13,823
+3%
减持
MWA
MUELLER WTR PRODS INC COM SER
-$70.8K
20,045
-29%
增持
DIS
DISNEY WALT PRODTNS
-$70.7K
22,816
+0%
减持
GOOG
ALPHABET INC CAP STK CL C
-$67.6K
2,207
-7%
减持
SYY
SYSCO CORPORATION
-$65.2K
4,419
-23%
增持
SO
SOUTHERN CO COM
+$57.6K
4,444
+0%
增持
CNXC
CONCENTRIX CORP COM
-$56.2K
10,535
+12%
增持
AMN
AMN HEALTHCARE SVCS INC COM
-$54.9K
61,563
+18%
增持
NLY
ANNALY CAPITAL MANAGEMENT INC
+$54.0K
51,777
+0%
减持
AXP
AMERICAN EXPRESS CO
+$53.3K
1,781
-4%
减持
—
TRUIST FINANCIAL CORP
+$49.4K
15,176
-2%
减持
LOW
LOWES COS INC CO
+$46.8K
1,082
-3%
增持
MCD
MCDONALDS CORP
+$41.1K
822
+0%
减持
NWL
NEWELL BRANDS INC.
-$41.0K
1,255
-84%
减持
—
COHERENT INC COM
-$40.4K
137,207
-19%
减持
SCHH
SCHWAB STRATEGIC TR US REIT ET
+$40.1K
12,584
-0%
增持
FREL
FIDELITY MSCI RL EST ETF
+$38.5K
8,501
+2%
增持
NBIX
NEUROCRINE BIOSCIENCES INC COM
+$35.8K
9,750
+23%
增持
PK
PARK HOTELS & RESORTS INC COM
-$35.8K
44,234
+0%
建仓
AREC
AMERICAN RES CORP CL A
+$35.0K
38,467
增持
BSV
VANGUARD BD INDEX FD SHORT TRM
+$33.0K
14,859
+0%
减持
CALX
CALIX INC COM
+$30.5K
86,940
-8%
减持
ADI
ANALOG DEVICES INC COM
-$28.5K
15,515
-2%
清仓
RSP
INVESCO EXCHANGE TRADED FD TR
-$24.1K
0
-100%
减持
HDB
HDFC BANK LTD ADR REPS 3 SHS
-$23.5K
152
-70%
增持
SPG
SIMON PPTY GROUP INC NEW COM
+$20.8K
1,126
+1%
增持
BMO
BANK OF MONTREAL
+$20.7K
2,988
+1%
减持
T
AT&T INC COM
+$17.0K
6,546
-2%
增持
IVV
ISHARES TR S&P 500 INDEX
+$16.5K
96
+35%
减持
DVN
DEVON ENERGY CORP NEW
-$13.9K
1,000
-11%
建仓
PDP
INVESCO EXCHANGE TRADED FD TR
+$12.7K
123
建仓
VO
VANGUARD INDEX FDS MID CAP ETF
+$11.9K
45
增持
KMI
KINDER MORGAN INC DEL COM
+$11.6K
4,521
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC CL B NE
-$11.2K
171
-23%
增持
MS
MORGAN STANLEY COM NEW
+$10.9K
1,525
+0%
减持
GD
GENERAL DYNAMICS CORP COM
-$10.4K
890
-8%
减持
SCHG
SCHWAB STRATEGIC TR US LCAP GR
-$10.0K
26
-79%
增持
HST
HOST HOTELS&RESORTS COM
-$9.8K
31,590
+0%
增持
MMM
3M CO COM
+$9.2K
267
+0%
减持
—
TOPBUILD CORP COM
-$9.0K
5,897
-6%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$8.6K
717
-1%
建仓
PGF
INVESCO EXCHANGE TRADED FD TR
+$7.8K
500
建仓
VB
VANGUARD INDEX FDS SMALL CP ET
+$7.1K
30
减持
QUAL
ISHARES TR MSCI USA QLT FCT
-$5.8K
237
-16%
清仓
—
WNS HLDGS LTD COM SHS
-$5.3K
0
-100%
增持
BAC
BANK OF AMERICA
-$5.1K
263,698
+0%
增持
ITW
ILLINOIS TOOL WORKS INC
+$5.0K
196
+1%
增持
GLD
SPDR GOLD TRUST
+$3.9K
55
+25%
清仓
IVW
ISHARES TR S&P500 GRW
-$3.6K
0
-100%
