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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 15
增持 56
减持 74
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$8.4M
67,171
+1%
减持
CHWY
CHEWY INC CL A
-$5.6M
23,011
-89%
增持
ARE
ALEXANDRIA REAL ESTATE EQ INC
+$5.1M
115,489
+229%
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
—
TARGET CORP
+$4.0M
84,146
+104%
减持
BFH
BREAD FINANCIAL HOLDINGS
-$3.9M
15,610
-84%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$3.7M
167,789
+0%
减持
TSN
TYSON FOODS INC CL A
-$3.7M
22,264
-71%
减持
ORCL
ORACLE CORP
+$3.6M
46,424
-1%
增持
FLG
FLAGSTAR FINANCIAL INC
+$3.5M
431,950
+385%
建仓
COF
CAPITAL ONE FINANCIAL CORP CO
+$3.4M
16,158
增持
META
META PLATFORMS
+$3.3M
19,448
+1%
清仓
—
DISCOVER FINL SVCS COM
-$2.8M
0
-100%
减持
LITE
LUMENTUM HLDGS INC COM
+$2.1M
77,357
-8%
减持
OI
O-I GLASS INC COM
+$2.1M
719,286
-3%
减持
MCHP
MICROCHIP TECHNOLOGY INC
+$1.9M
90,033
-1%
减持
EXAS
EXACT SCIENCES CORP COM
+$1.8M
239,658
-5%
减持
—
EXXON MOBIL CORP COM
-$1.8M
156,645
-0%
减持
—
COHERENT INC COM
+$1.8M
74,859
-1%
减持
LKQ
LKQ CORP COM
-$1.7M
262,178
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.7M
33,205
+101%
增持
PYPL
PAYPAL HLDGS INC COM
+$1.7M
154,991
+3%
减持
JPM
JPMORGAN CHASE & CO COM
+$1.5M
45,163
-5%
减持
BMY
BRISTOL MYERS SQUIBB CO
-$1.5M
99,053
-0%
减持
C
CITIGROUP INC COM NEW
+$1.5M
154,089
-6%
减持
GE
GENERAL ELECTRIC CO COM NEW
+$1.4M
24,938
-0%
减持
GEV
GE VERNOVA INC COM
+$1.3M
6,143
-2%
减持
BAC
BANK OF AMERICA
+$1.3M
248,269
-1%
增持
—
NXP SEMICONDUCTORS N V COM
+$1.3M
43,918
+1%
增持
FISV
FISERV INC
-$1.2M
40,095
+9%
增持
MRVL
MARVELL TECHNOLOGY GROUP LTD C
+$1.2M
36,430
+40%
减持
NTRS
NORTHERN TRUST CORP
+$1.1M
56,060
-8%
减持
CVS
CVS HEALTH CORP COM
-$990.0K
125,372
-12%
增持
CVX
CHEVRON CORP NEW COM
-$928.9K
39,627
+0%
减持
AMGN
AMGEN INC
-$919.9K
18,280
-5%
增持
PEP
PEPSICO INC
-$896.2K
72,636
+4%
减持
KMB
KIMBERLY CLARK CORP
-$892.9K
31,949
-9%
减持
WBD
WARNER BROTHERS DISCOVERY
+$888.6K
1,385,946
-1%
减持
ABBV
ABBVIE INC. COM
-$862.3K
32,765
-1%
增持
AMN
AMN HEALTHCARE SVCS INC COM
-$851.6K
324,227
+5%
减持
IFNNY
INFINEON TECHNOLOGIES AG SPONS
+$762.7K
90,790
-3%
减持
RRX
REGAL REXNORD CORP
+$762.2K
24,750
-0%
减持
CSCO
CISCO SYSTEMS INC
+$736.5K
159,452
-5%
减持
FCX
FREEPORT-MCMORAN INC
+$684.3K
133,534
-1%
减持
STT
STATE STREET CORP
+$672.9K
64,863
-7%
减持
—
MCKESSON CORP
-$665.5K
5,190
-22%
增持
AAPL
APPLE INC COM
-$648.4K
44,176
+1%
增持
JNJ
JOHNSON & JOHNSON
-$642.5K
49,908
+0%
增持
VTRS
VIATRIS
+$641.4K
1,111,218
+4%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$615.1K
48,589
-1%
减持
VIAV
VIAVI SOLUTIONS INC COM
-$593.0K
455,160
-2%
增持
FMBL
FARMERS & MERCHANTS BK COM
+$592.7K
223
+101%
减持
SCHW
SCHWAB (CHARLES) CORP
-$578.4K
100,049
-19%
减持
WEC
WEC ENERGY GROUP INC COM
-$571.9K
68,256
-3%
增持
—
NOMAD FOODS LTD USD ORD SHS
-$564.2K
216,173
+0%
减持
—
PARAMOUNT GLOBLAL
+$538.5K
714,006
-2%
减持
CALX
CALIX INC COM
+$516.7K
69,840
-23%
减持
CALY
TOPGOLF CALLAWAY BRANDS
+$490.4K
365,740
-2%
减持
EBAY
EBAY INC COM
+$450.7K
135,020
-5%
增持
AGG
ISHARES TR CORE TOTUSBD ETF
+$450.3K
37,946
+13%
减持
GLW
CORNING INC
+$444.0K
77,089
-2%
增持
QCOM
QUALCOMM INC
+$429.2K
72,111
+0%
减持
CFG
CITIZENS FINANCIAL GROUP INC C
+$411.1K
126,351
-1%
减持
FDX
FEDEX CORP COM
-$389.1K
20,160
-1%
减持
—
SKECHERS U S A INC CL A
+$350.7K
65,400
-2%
增持
—
KORNIT DIGITAL LTD SHS
+$342.6K
293,007
+2%
减持
PG
PROCTER & GAMBLE COMPANY
-$334.7K
22,718
-2%
增持
PFE
PFIZER INC
-$327.1K
415,996
+1%
减持
LNT
ALLIANT ENERGY CORP
-$319.3K
79,863
-0%
增持
ADBE
ADOBE INC
+$318.8K
15,378
+5%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
-$297.2K
50,240
+1%
减持
V
VISA INC COM CL A
-$296.9K
26,560
-4%
减持
PNC
PNC FINL SVCS GROUP COM
+$294.8K
32,594
-1%
清仓
—
BERRY GLOBAL GROUP INC COM
-$291.4K
0
-100%
减持
VTI
VANGUARD INDEX TR STK MRK VIPE
+$271.8K
9,541
-0%
增持
GPN
GLOBAL PMTS INC COM
-$270.7K
27,736
+9%
增持
IVE
ISHARES TR S&P500/BAR VAL
+$241.9K
15,555
+6%
增持
BX
BLACKSTONE INC
+$237.8K
2,244
+221%
减持
NLY
ANNALY CAPITAL MANAGEMENT INC
-$209.6K
38,020
-17%
减持
CI
THE CIGNA GROUP
-$209.6K
22,668
-3%
建仓
—
AMCOR PLC
+$208.8K
22,715
减持
EFX
EQUIFAX INC CO
+$202.5K
15,487
-1%
增持
BSV
VANGUARD BD INDEX FD SHORT TRM
+$190.2K
20,941
+12%
减持
VT
VANGUARD INTL EQUITY INDEX FDS
+$187.3K
16,560
-1%
减持
—
STEELCASE INC CL A
-$187.3K
266,440
-2%
减持
PFGC
PERFORMANCE FOOD GROUP CO COM
+$178.4K
105,043
-8%
清仓
PJUL
INNOVATOR ETFS TRUST US EQTY P
-$178.3K
0
-100%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC CO
-$163.8K
48,889
-3%
增持
SDOG
ALPS ETF TR SECTR DIV DOGS
+$162.0K
3,829
+283%
增持
—
SEALED AIR CORP
+$159.0K
73,969
+0%
增持
SCHE
SCHWAB STRATEGIC TR EMRG MKTEQ
+$157.7K
56,154
+1%
减持
OKTA
OKTA INC CL A
-$153.7K
5,232
-19%
减持
—
WALGREENS BOOTS ALLIANCE INC
+$144.8K
719,287
-1%
减持
ICE
INTERCONTINENTALEXCHANGE COM
+$132.3K
34,402
-4%
减持
EA
ELECTRONIC ARTS INC COM
-$119.0K
47,472
-11%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$112.3K
14,761
+2%
增持
EPD
ENTERPRISE PRODS PARTN COM
+$100.0K
15,916
+38%
增持
IJH
ISHARES TR S&P MIDCAP 400
+$96.7K
15,654
+4%
增持
IJJ
ISHARES S&P MIDCAP 400 VALUE E
+$95.4K
10,756
+4%
建仓
EIPI
FIRST TR EXCHNG TRADED FD VIII
+$90.2K
4,575
减持
AMZN
AMAZON COM INC CO
+$88.0K
4,065
-4%
减持
CL
COLGATE PALMOLIVE CO
-$87.0K
2,800
-23%
增持
TFX
TELEFLEX INC
-$84.7K
4,970
+2%
减持
HAS
HASBRO INC COM
+$78.2K
6,595
-1%
减持
LNG
CHENIERE ENERGY INC COM NEW
+$75.4K
9,560
-2%
减持
SBUX
STARBUCKS CORP CO
-$73.1K
2,069
-23%
减持
OHI
OMEGA HEALTHCARE INVS COM
-$70.1K
15,819
-7%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$69.5K
7,013
+5%
增持
MO
ALTRIA GROUP INC COM
+$69.5K
3,348
+58%
减持
GNL
GLOBAL NET LEASE INC COM NEW
-$69.0K
69,624
-6%
建仓
WM
WASTE MANAGEMENT INC
+$68.6K
300
建仓
SMCI
SUPER MICRO COMPUTER INC
+$64.9K
1,325
建仓
DHI
D R HORTON INC COM
+$64.5K
500
增持
OKE
ONEOK INC NEW COM
-$63.5K
5,041
+5%
增持
ZION
ZIONS BANCORPORATION NA
+$62.8K
16,465
+4%
减持
XEL
XCEL ENERGY INC
-$62.6K
7,489
-7%
增持
CNXC
CONCENTRIX CORP COM
+$59.9K
151,187
+6%
建仓
DAL
DELTA AIR LINES INC DEL COM NE
+$59.0K
1,200
增持
PM
PHILIP MORRIS INTL INC COM
+$57.2K
1,867
+5%
增持
GM
GENERAL MTRS CO COM
+$56.3K
1,164
+5720%
增持
IJS
ISHARES S&P SMLCP 600 VALUE ET
+$56.2K
8,387
+5%
增持
SQ
BLOCK INC.
+$55.7K
826
+10225%
清仓
NKE
NIKE INC-CL B
-$52.9K
0
-100%
建仓
RWL
INVESCO EXCH TRADED FD TR II S
+$52.1K
500
减持
GNRC
GENERAC HLDGS INC COM
+$52.1K
3,832
-2%
减持
TSLA
TESLA INC
-$51.8K
236
-52%
增持
WMT
WALMART INC
+$50.5K
1,186
+59%
增持
UBSFY
UBISOFT ENTMT SA ADR
-$48.1K
245,976
+0%
增持
FIS
FIDELITY NATL INFO SVC COM
+$46.3K
1,638
+40%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR UTS
-$46.0K
60
-60%
建仓
VALE
VALE S A ADR
+$46.0K
4,735
建仓
IBM
I B M
+$44.2K
150
减持
MWA
MUELLER WTR PRODS INC COM SER
-$42.7K
13,005
-7%
减持
ADP
AUTOMATIC DATA PROCESSING
-$42.0K
1,000
-13%
建仓
KR
KROGER CO CO
+$38.0K
530
增持
GTBIF
GREEN THUMB INDS INC SUB VTG S
+$37.6K
87,560
+14%
增持
HST
HOST HOTELS&RESORTS COM
+$37.5K
31,809
+0%
增持
KMI
KINDER MORGAN INC DEL COM
+$37.0K
4,135
+39%
减持
GSK
GSK PLC SPONSORED ADR
-$36.0K
1,420
-39%
增持
BTO
HANCOCK JOHN FINL OPPTYS FD SH
+$35.1K
1,616
+149%
增持
T
AT&T INC COM
+$35.0K
8,600
+14%
减持
AOS
SMITH A O COM
-$34.7K
51,837
-1%
减持
POOL
POOL CORP COM
-$34.1K
675
-7%
建仓
EMO
CLEARBRIDGE ENERGY MIDSTRM OPP
+$32.0K
668
建仓
ALRS
ALERUS FINL CORP COM
+$31.8K
1,470
清仓
IWM
ISHARES RUSSELL 2000 ETF
-$29.1K
0
-100%
减持
MAS
MASCO CORP COM
-$27.7K
3,137
-5%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$27.1K
572
+3%
增持
F
FORD MOTOR COMPANY
+$26.9K
3,394
+243%
建仓
AB
ALLIANCEBERNSTEIN HLDG UNIT LT
+$24.5K
600
建仓
MET
METLIFE INC
+$24.1K
300
