Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
THOMPSON INVESTMENT MANAGEMENT, INC. (CIK 1277279) reported $773.5M across 493 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($41.2M, 5.33%), MSFT ($26.3M, 3.40%), XOM ($25.5M, 3.30%), WBD ($16.0M, 2.07%), C ($15.9M, 2.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CAP STK CL A | $41.2M | 5.33% | 143,293 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $26.3M | 3.40% | 71,057 | Added |
| 3 | XOM | EXXON MOBIL CORP COM | $25.5M | 3.30% | 150,571 | Trimmed |
| 4 | WBD | WARNER BROTHERS DISCOVERY | $16.0M | 2.07% | 582,920 | Trimmed |
| 5 | C | CITIGROUP INC COM NEW | $15.9M | 2.05% | 140,138 | Trimmed |
| 6 | VTRS | VIATRIS | $14.9M | 1.93% | 1.1M | Trimmed |
| 7 | KRNT | KORNIT DIGITAL LTD SHS | $13.2M | 1.71% | 900,446 | Added |
| 8 | PFE | PFIZER INC | $13.0M | 1.69% | 464,171 | Added |
| 9 | JPM | JPMORGAN CHASE & CO COM | $12.4M | 1.61% | 42,317 | Added |
| 10 | QCOM | QUALCOMM INC | $12.2M | 1.58% | 95,065 | Added |
| 11 | PEP | PEPSICO INC | $12.1M | 1.57% | 77,978 | Trimmed |
| 12 | JNJ | JOHNSON & JOHNSON | $11.9M | 1.54% | 48,730 | Trimmed |
| 13 | BAC | BANK OF AMERICA | $11.7M | 1.51% | 239,002 | Added |
| 14 | LKQ | LKQ CORP COM | $11.6M | 1.50% | 394,786 | Added |
| 15 | CSCO | CISCO SYSTEMS INC | $11.5M | 1.49% | 148,239 | Trimmed |
| 16 | UNH | UNITEDHEALTH GROUP INC | $11.4M | 1.48% | 42,295 | Added |
| 17 | META | META PLATFORMS | $11.2M | 1.45% | 19,628 | Added |
| 18 | AAPL | APPLE INC COM | $11.0M | 1.42% | 43,163 | Trimmed |
| 19 | TGT | TARGET CORP | $10.8M | 1.39% | 88,778 | Added |
| 20 | EBAY | EBAY INC COM | $10.7M | 1.39% | 117,746 | Trimmed |
| 21 | PYPL | PAYPAL HLDGS INC COM | $10.4M | 1.34% | 229,741 | Added |
| 22 | SCHW | SCHWAB (CHARLES) CORP | $9.7M | 1.25% | 102,917 | Added |
| 23 | PG | PROCTER & GAMBLE COMPANY | $9.2M | 1.19% | 63,746 | Added |
| 24 | CVS | CVS HEALTH CORP COM | $9.2M | 1.19% | 128,182 | Added |
| 25 | COHR | COHERENT INC COM | $9.0M | 1.17% | 37,962 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31