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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 22
增持 55
减持 73
方向
标的
Δ市值
现股数(环比)
减持
GNRC
GENERAC HLDGS INC COM
-$6.9M
5,603
-89%
增持
CNXC
CONCENTRIX CORP COM
+$5.5M
140,411
+1233%
减持
—
COHERENT INC COM
-$5.0M
76,272
-44%
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
—
KORNIT DIGITAL LTD SHS
-$4.6M
288,170
-45%
增持
MCHP
MICROCHIP TECHNOLOGY INC
+$4.6M
82,841
+3762%
减持
—
DISCOVER FINL SVCS COM
-$4.6M
20,016
-65%
增持
AMN
AMN HEALTHCARE SVCS INC COM
+$4.5M
296,630
+382%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$3.6M
169,046
-1%
减持
WBD
WARNER BROTHERS DISCOVERY
+$3.0M
1,407,438
-2%
增持
VTI
VANGUARD INDEX TR STK MRK VIPE
+$2.7M
9,405
+10350%
增持
LKQ
LKQ CORP COM
+$2.1M
274,731
+37%
减持
ORCL
ORACLE CORP
-$2.1M
47,531
-19%
建仓
VT
VANGUARD INTL EQUITY INDEX FDS
+$2.0M
16,740
增持
CVS
CVS HEALTH CORP COM
-$2.0M
145,783
+8%
减持
FCX
FREEPORT-MCMORAN INC
-$1.6M
129,207
-1%
增持
—
EXXON MOBIL CORP COM
-$1.5M
160,547
+0%
增持
ADBE
ADOBE INC
+$1.5M
14,486
+51%
增持
SCHW
SCHWAB (CHARLES) CORP
+$1.4M
126,446
+4%
增持
CI
THE CIGNA GROUP
-$1.4M
23,095
+3%
增持
OI
O-I GLASS INC COM
-$1.3M
731,838
+3%
减持
BFH
BREAD FINANCIAL HOLDINGS
+$1.3M
112,170
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.3M
16,115
-1%
减持
HCA
HCA HEALTHCARE INC COM
-$1.3M
5,425
-24%
增持
V
VISA INC COM CL A
+$1.2M
29,437
+0%
减持
MSFT
MICROSOFT CORP
-$1.2M
66,582
-2%
增持
AMGN
AMGEN INC
-$1.1M
19,234
+2%
增持
—
NXP SEMICONDUCTORS N V COM
-$1.0M
43,711
+4%
增持
AOS
SMITH A O COM
-$1.0M
50,315
+2%
减持
CSCO
CISCO SYSTEMS INC
+$942.4K
171,666
-1%
减持
ABBV
ABBVIE INC. COM
-$861.9K
38,505
-1%
减持
BAC
BANK OF AMERICA
+$816.9K
256,665
-3%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
-$803.4K
49,811
-0%
增持
VUG
VANGUARD INDEX FDS GROWTH ETF
+$763.5K
1,907
+3714%
增持
CALY
TOPGOLF CALLAWAY BRANDS
-$732.9K
362,299
+11%
减持
AAPL
APPLE INC COM
+$712.8K
43,688
-0%
减持
TTWO
TAKE-TWO INTERACTIVE COM
+$712.1K
27,750
-3%
增持
BA
BOEING CO
+$709.9K
28,291
+0%
增持
QCOM
QUALCOMM INC
-$679.6K
71,914
+4%
增持
JNJ
JOHNSON & JOHNSON
-$656.5K
49,352
+3%
减持
JPM
JPMORGAN CHASE & CO COM
+$631.0K
49,753
-7%
减持
ICE
INTERCONTINENTALEXCHANGE COM
-$630.0K
37,928
-3%
减持
GE
GENERAL ELECTRIC CO COM NEW
-$618.4K
25,084
-1%
减持
—
TOPBUILD CORP COM
-$613.4K
5,735
-3%
减持
NTRS
NORTHERN TRUST CORP
+$595.0K
63,778
-3%
增持
EFX
EQUIFAX INC CO
-$588.6K
15,594
+0%
减持
PYPL
PAYPAL HLDGS INC COM
-$586.1K
152,586
-13%
减持
SBUX
STARBUCKS CORP CO
-$579.4K
52,579
-5%
增持
ARE
ALEXANDRIA REAL ESTATE EQ INC
-$560.0K
31,630
+3%
减持
C
CITIGROUP INC COM NEW
+$559.5K
169,371
-7%
减持
FISV
FISERV INC
+$518.2K
41,322
-7%
增持
PEP
PEPSICO INC
-$515.0K
33,393
+2%
减持
VTRS
VIATRIS
+$512.2K
694,640
-1%
建仓
CTAS
CINTAS CORP COM
+$511.6K
2,800
减持
—
STEELCASE INC CL A
-$476.2K
271,582
-1%
减持
CHWY
CHEWY INC CL A
-$464.4K
234,940
-17%
减持
PFGC
PERFORMANCE FOOD GROUP CO COM
+$451.9K
118,654
-3%
减持
—
BERRY GLOBAL GROUP INC COM
-$448.6K
112,184
-1%
减持
STT
STATE STREET CORP
+$435.9K
75,598
-4%
减持
VIAV
VIAVI SOLUTIONS INC COM
+$412.1K
495,377
-3%
减持
GEV
GE VERNOVA INC COM
+$410.3K
6,217
-3%
增持
EXAS
EXACT SCIENCES CORP COM
-$397.6K
241,774
+18%
减持
CIGI
COLLIERS INTL GROUP INC SUB VT
-$387.2K
13,900
-7%
增持
—
TARGET CORP
-$378.8K
35,288
+7%
减持
—
MCKESSON CORP
-$375.6K
8,982
-19%
建仓
USMV
ISHARES TR MSCI USA MIN VOL FA
+$347.3K
3,911
增持
EBAY
EBAY INC COM
-$342.0K
149,958
+1%
减持
RRX
REGAL REXNORD CORP
-$338.5K
24,483
-2%
增持
PFE
PFIZER INC
-$330.5K
403,464
+6%
减持
MRVL
MARVELL TECHNOLOGY GROUP LTD C
+$329.1K
29,490
-27%
减持
DIS
DISNEY WALT PRODTNS
+$321.9K
22,601
-1%
建仓
IDXX
IDEXX LABS INC COM
+$310.1K
750
减持
LNG
CHENIERE ENERGY INC COM NEW
+$309.6K
14,100
-7%
建仓
XLK
SELECT SECTOR SPDR TR SBI INT-
+$307.6K
1,323
增持
GPN
GLOBAL PMTS INC COM
+$301.9K
25,454
+2%
减持
HSIC
SCHEIN HENRY INC CO
-$290.1K
5,000
-43%
减持
MRK
MERCK & CO INC NEW COM
-$285.6K
18,713
-1%
建仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$277.7K
1,500
减持
BMY
BRISTOL MYERS SQUIBB CO
+$272.7K
101,967
-4%
减持
TSN
TYSON FOODS INC CL A
-$270.8K
81,967
-2%
增持
FDX
FEDEX CORP COM
+$268.2K
20,394
+2%
建仓
SDY
SPDR SERIES TRUST S&P DIVID ET
+$264.2K
2,000
增持
AMZN
AMAZON COM INC CO
+$247.7K
4,225
+16%
增持
LEVI
LEVI STRAUSS & CO NEW CL A COM
+$242.9K
34,200
+114%
减持
CFG
CITIZENS FINANCIAL GROUP INC C
+$240.1K
132,816
-2%
减持
WEC
WEC ENERGY GROUP INC COM
-$231.9K
69,566
-1%
增持
IFNNY
INFINEON TECHNOLOGIES AG SPONS
-$210.8K
97,946
+2%
增持
KMB
KIMBERLY CLARK CORP
-$209.1K
34,773
+4%
减持
HAS
HASBRO INC COM
-$205.7K
8,345
-10%
增持
CALX
CALIX INC COM
-$201.3K
90,940
+5%
增持
BSV
VANGUARD BD INDEX FD SHORT TRM
+$200.9K
17,732
+19%
建仓
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$196.7K
1,198
增持
ADI
ANALOG DEVICES INC COM
-$195.0K
15,890
+2%
增持
—
SELECT SECTOR SPDR TR SBI INT-
+$193.3K
4,001
+199950%
减持
LITE
LUMENTUM HLDGS INC COM
+$188.4K
86,465
-22%
减持
BHC
BAUSCH HEALTH COS INC COM
-$184.4K
243,147
-7%
建仓
PJUL
INNOVATOR ETFS TRUST US EQTY P
+$182.7K
4,437
增持
UBSFY
UBISOFT ENTMT SA ADR
+$182.0K
245,000
+13%
增持
AGG
ISHARES TR CORE TOTUSBD ETF
+$176.5K
23,477
+13%
减持
LVS
LAS VEGAS SANDS CORP COM
-$170.2K
450
-88%
减持
PG
PROCTER & GAMBLE COMPANY
-$161.6K
22,862
-1%
建仓
DBEF
DBX ETF TR XTRACK MSCI EAFE
+$158.8K
3,835
减持
ZION
ZIONS BANCORPORATION NA
+$156.6K
22,763
-0%
减持
LNT
ALLIANT ENERGY CORP
-$147.2K
79,812
-0%
增持
—
SEALED AIR CORP
-$146.3K
73,769
+1%
增持
—
JAZZ PHARMACEUTICALS PLC SHS U
+$146.0K
7,220
+8%
增持
SCHE
SCHWAB STRATEGIC TR EMRG MKTEQ
-$131.3K
55,586
+1%
减持
FLG
FLAGSTAR FINANCIAL INC
-$129.8K
51,025
-5%
增持
ROP
ROPER INDS INC NEW COM
+$128.5K
290
+625%
增持
BRK/B
BERKSHIRE HATHAWAY INC CL B NE
+$128.0K
456
+167%
增持
SCHF
SCHWAB STRATEGIC TR INTL EQTY
-$124.1K
60,236
+100%
建仓
VDC
VANGUARD WORLD FDS CONSUM STP
+$118.4K
560
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD CA
+$116.4K
1,325
减持
GD
GENERAL DYNAMICS CORP COM
-$113.5K
590
-34%
减持
NLY
ANNALY CAPITAL MANAGEMENT INC
-$107.3K
50,921
-2%
减持
CCK
CROWN HOLDINGS INC COM
-$100.6K
2,359
-24%
增持
GOOG
ALPHABET INC CAP STK CL C
+$100.3K
2,464
+12%
减持
IRM
IRON MTN INC NEW COM
-$98.7K
264
-75%
建仓
URI
UNITED RENTALS INC COM
+$98.6K
140
减持
LOW
LOWES COS INC CO
-$96.4K
797
-26%
建仓
PH
PARKER HANNIFIN CORP
+$95.4K
150
增持
GNL
GLOBAL NET LEASE INC COM NEW
-$94.0K
87,859
+1%
减持
OHI
OMEGA HEALTHCARE INVS COM
-$92.7K
20,871
-4%
减持
MAS
MASCO CORP COM
-$92.0K
3,337
-16%
增持
VTV
VANGUARD INDEX FDS VALUE ETF
+$91.9K
550
+7757%
建仓
—
CHUBB LIMITED COM
+$91.2K
330
增持
FVD
FIRST TR VALUE LINE DIVID INDX
+$89.6K
3,095
+210%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR UTS
+$85.4K
150
减持
META
META PLATFORMS
+$84.7K
23,342
-2%
增持
CHD
CHURCH & DWIGHT INC COM
+$83.8K
839
+2051%
建仓
—
LINDE PLC COM
+$83.7K
200
减持
NBIX
NEUROCRINE BIOSCIENCES INC COM
+$81.9K
8,830
-9%
增持
EMR
EMERSON ELEC CO
+$80.0K
985
+156%
减持
PSTG
PURE STORAGE INC CL A
+$77.5K
10,515
-7%
减持
—
WALGREENS BOOTS ALLIANCE INC
+$76.1K
726,356
-3%
减持
—
ASTRAZENECA PLC SPONSORED ADR
-$75.2K
1,299
-37%
建仓
BKNG
BOOKING HOLDINGS INC COM
+$74.5K
15
减持
PNC
PNC FINL SVCS GROUP COM
+$69.4K
33,396
-3%
增持
VBR
VANGUARD INDEX FDS SM CP VAL E
+$68.0K
635
+120%
建仓
IAU
ISHARES GOLD TR ISHARES NEW
+$67.4K
1,362
减持
CCJ
CAMECO CORP COM
-$66.5K
4,760
-27%
减持
GLW
CORNING INC
+$65.4K
80,790
-3%
增持
IVE
ISHARES TR S&P500/BAR VAL
+$62.8K
14,177
+6%
减持
SO
SOUTHERN CO COM
-$60.8K
4,130
-7%
增持
—
PARAMOUNT GLOBLAL
-$59.6K
732,805
+1%
建仓
SCHD
SCHWAB STRATEGIC TR US DIVIDEN
+$59.3K
2,169
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC CO
+$57.1K
55,020
-1%
增持
IJJ
ISHARES S&P MIDCAP 400 VALUE E
+$54.8K
10,005
+3%
建仓
KBWB
INVESCO EXCH TRADED FD TR II K
+$54.4K
833
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$52.2K
563
-21%
建仓
VWO
VANGUARD INTL EQTY IDX FTSE EM
+$50.4K
1,144
