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 $871.6M across 502 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($47.4M, 5.44%), MSFT ($28.8M, 3.31%), XOM ($20.6M, 2.36%), C ($18.7M, 2.15%), VTRS ($17.3M, 1.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CAP STK CL A | $47.4M | 5.44% | 132,756 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $28.8M | 3.31% | 77,238 | Added |
| 3 | XOM | EXXON MOBIL CORP COM | $20.6M | 2.36% | 150,664 | Added |
| 4 | C | CITIGROUP INC COM NEW | $18.7M | 2.15% | 133,704 | Trimmed |
| 5 | VTRS | VIATRIS | $17.3M | 1.99% | 1.1M | Trimmed |
| 6 | CSCO | CISCO SYSTEMS INC | $15.1M | 1.73% | 128,339 | Trimmed |
| 7 | KRNT | KORNIT DIGITAL LTD SHS | $14.7M | 1.69% | 907,005 | Added |
| 8 | QCOM | QUALCOMM INC | $14.6M | 1.68% | 79,017 | Trimmed |
| 9 | LKQ | LKQ CORP COM | $14.1M | 1.62% | 534,842 | Added |
| 10 | UNH | UNITEDHEALTH GROUP INC | $14.0M | 1.60% | 33,642 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO COM | $13.8M | 1.59% | 42,275 | Trimmed |
| 12 | AMN | AMN HEALTHCARE SVCS INC COM | $13.7M | 1.57% | 422,381 | Trimmed |
| 13 | BAC | BANK OF AMERICA | $13.3M | 1.52% | 233,039 | Trimmed |
| 14 | CVS | CVS HEALTH CORP COM | $13.0M | 1.50% | 126,036 | Trimmed |
| 15 | NXPI | NXP SEMICONDUCTORS N V COM | $12.5M | 1.43% | 44,310 | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $12.4M | 1.42% | 48,713 | Trimmed |
| 17 | AAPL | APPLE INC COM | $12.3M | 1.42% | 42,622 | Trimmed |
| 18 | PEP | PEPSICO INC | $11.8M | 1.35% | 87,165 | Added |
| 19 | PFGC | PERFORMANCE FOOD GROUP CO COM | $11.6M | 1.34% | 104,158 | Added |
| 20 | TGT | TARGET CORP | $11.6M | 1.33% | 88,458 | Trimmed |
| 21 | META | META PLATFORMS | $11.5M | 1.33% | 20,504 | Added |
| 22 | PFE | PFIZER INC | $11.3M | 1.30% | 469,287 | Added |
| 23 | ARE | ALEXANDRIA REAL ESTATE EQ INC | $11.2M | 1.29% | 212,431 | Added |
| 24 | CHWY | CHEWY INC CL A | $11.0M | 1.26% | 559,866 | Added |
| 25 | EBAY | EBAY INC COM | $10.9M | 1.25% | 97,165 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30