THOMPSON INVESTMENT MANAGEMENT, INC.
MADISON WI · SEC CIK 0001277279
$7.73亿2026Q1 申报市值
499持仓数
24.7%前十大占比 · 第一大 5.3%
20 / 42新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INTU 新建仓+$717.84万
CHWY 加仓+$624.93万
HQY 新建仓+$534.69万
PG 加仓+$381.46万
DIS 加仓+$346.22万
2026Q1 卖出最多 按季末市值估算
EXACT SCIENCES C 清仓-$1,784.84万
WARNER BROTHERS 减仓-$1,527.40万
LITE 减仓-$1,001.08万
ELECTRONIC ARTS 减仓-$859.11万
GLW 减仓-$663.59万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FDX | FEDEX CORP COM | $712.92万 | 0.92% | 20,016 | -174 | -0.9% | -$6.20万 | 减仓 |
| CFG | CITIZENS FINANCIAL GROUP INC C | $714.23万 | 0.92% | 119,098 | -365 | -0.3% | -$2.19万 | 减仓 |
| INTU | INTUIT INC | $717.84万 | 0.93% | 16,602 | 16,602 | — | $717.84万 | 新建仓 |
| CHWY | CHEWY INC CL A | $718.10万 | 0.93% | 265,962 | 231,454 | 670.7% | $624.93万 | 加仓 |
| NTRS | NORTHERN TRUST CORP | $722.21万 | 0.93% | 51,745 | -214 | -0.4% | -$2.99万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $731.66万 | 0.95% | 219,851 | -152,779 | -41.0% | -$508.45万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $738.76万 | 0.96% | 125,683 | -5,793 | -4.4% | -$34.05万 | 减仓 |
| STT | STATE STREET CORP | $744.76万 | 0.96% | 58,846 | -659 | -1.1% | -$8.34万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $783.57万 | 1.01% | 67,683 | 489 | 0.7% | $5.66万 | 加仓 |
| CVX | CHEVRON CORP NEW COM | $795.07万 | 1.03% | 38,428 | -837 | -2.1% | -$17.32万 | 减仓 |
| OI | O-I GLASS INC COM | $802.51万 | 1.04% | 763,572 | 58,214 | 8.3% | $61.18万 | 加仓 |
| V | VISA INC COM CL A | $810.10万 | 1.05% | 26,803 | 361 | 1.4% | $10.91万 | 加仓 |
| AMN | AMN HEALTHCARE SVCS INC COM | $838.18万 | 1.08% | 457,020 | 13,907 | 3.1% | $25.51万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC | $838.51万 | 1.08% | 180,636 | 8,542 | 5.0% | $39.65万 | 加仓 |
| CNXC | CONCENTRIX CORP COM | $860.71万 | 1.11% | 314,586 | 98,432 | 45.5% | $269.31万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $887.60万 | 1.15% | 103,619 | 6,339 | 6.5% | $54.30万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $899.30万 | 1.16% | 45,682 | 906 | 2.0% | $17.84万 | 加仓 |
| COHR | COHERENT INC COM | $904.30万 | 1.17% | 37,962 | -11,292 | -22.9% | -$268.99万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $920.60万 | 1.19% | 128,182 | 933 | 0.7% | $6.70万 | 加仓 |
| PG | PROCTER & GAMBLE COMPANY | $920.74万 | 1.19% | 63,746 | 26,410 | 70.7% | $381.46万 | 加仓 |
| SCHW | SCHWAB (CHARLES) CORP | $967.21万 | 1.25% | 102,917 | 6,756 | 7.0% | $63.49万 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $1,039.12万 | 1.34% | 229,741 | 47,797 | 26.3% | $216.19万 | 加仓 |
| EBAY | EBAY INC COM | $1,071.72万 | 1.39% | 117,746 | -708 | -0.6% | -$6.44万 | 减仓 |
| TGT | TARGET CORP | $1,075.99万 | 1.39% | 88,778 | 531 | 0.6% | $6.44万 | 加仓 |
| AAPL | APPLE INC COM | $1,095.44万 | 1.42% | 43,163 | -1,053 | -2.4% | -$26.72万 | 减仓 |
| META | META PLATFORMS | $1,122.96万 | 1.45% | 19,628 | 480 | 2.5% | $27.46万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,144.46万 | 1.48% | 42,295 | 6,950 | 19.7% | $188.06万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $1,150.19万 | 1.49% | 148,239 | -3,234 | -2.1% | -$25.09万 | 减仓 |
| LKQ | LKQ CORP COM | $1,159.49万 | 1.50% | 394,786 | 20,487 | 5.5% | $60.17万 | 加仓 |
| BAC | BANK OF AMERICA | $1,165.13万 | 1.51% | 239,002 | 157 | 0.1% | $7,654 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,191.16万 | 1.54% | 48,730 | -515 | -1.0% | -$12.59万 | 减仓 |
| PEP | PEPSICO INC | $1,210.92万 | 1.57% | 77,978 | -194 | -0.2% | -$3.01万 | 减仓 |
| QCOM | QUALCOMM INC | $1,224.25万 | 1.58% | 95,065 | 12,988 | 15.8% | $167.26万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,244.80万 | 1.61% | 42,317 | 125 | 0.3% | $3.68万 | 加仓 |
| PFE | PFIZER INC | $1,303.39万 | 1.69% | 464,171 | 716 | 0.2% | $2.01万 | 加仓 |
| KRNT | KORNIT DIGITAL LTD SHS | $1,320.05万 | 1.71% | 900,446 | 23,469 | 2.7% | $34.41万 | 加仓 |
| VTRS | VIATRIS | $1,493.11万 | 1.93% | 1,105,192 | -7,318 | -0.7% | -$9.89万 | 减仓 |
| C | CITIGROUP INC COM NEW | $1,589.30万 | 2.05% | 140,138 | -3,176 | -2.2% | -$36.02万 | 减仓 |
| — | WARNER BROTHERS DISCOVERY | $1,600.70万 | 2.07% | 582,920 | -556,226 | -48.8% | -$1,527.40万 | 减仓 |
| — | EXXON MOBIL CORP COM | $2,554.58万 | 3.30% | 150,571 | -4,083 | -2.6% | -$69.27万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,630.31万 | 3.40% | 71,057 | 5,726 | 8.8% | $211.96万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $4,120.53万 | 5.33% | 143,293 | -3,376 | -2.3% | -$97.08万 | 减仓 |