13F 机构持仓

THOMPSON INVESTMENT MANAGEMENT, INC.

MADISON WI · SEC CIK 0001277279

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$8.72亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GOOGL 5.3%
MSFT 3.4%
EXXON MOBIL CO 3.3%
WARNER BROTHER 2.1%
C 2.1%
VTRS 1.9%
KRNT 1.7%
PFE 1.7%
JPM 1.6%
QCOM 1.6%

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
IWM ISHARES RUSSELL 2000 ETF $00.00%0 -255-100.0% -$6.28万 清仓
FIG FIGMA INC $00.00%0 -1,523-100.0% -$5.69万 清仓
— PINNACLE FINL PARTNERS INC 6.7 $00.00%0 -2,000-100.0% -$5.00万 清仓
SCHP SCHWAB STRATEGIC TR US TIPS ET $00.00%0 -1,887-100.0% -$5.00万 清仓
— SPIRE INC 5.9 DEP RP PFD A $00.00%0 -2,000-100.0% -$4.80万 清仓
— AMCOR PLC $00.00%0 -1,113-100.0% -$4.64万 清仓
LMT LOCKHEED MARTIN CORP COM $00.00%0 -83-100.0% -$4.01万 清仓
BHC BAUSCH HEALTH COS INC COM $00.00%0 -5,025-100.0% -$3.49万 清仓
VGLT VANGUARD SCOTTSDALE FDS $00.00%0 -528-100.0% -$2.95万 清仓
GPC GENUINE PARTS CO CO $00.00%0 -225-100.0% -$2.77万 清仓
— RAYMOND JAMES FINL INC 6.375 D $00.00%0 -1,000-100.0% -$2.50万 清仓
SHYG ISHARES TR 0-5YR HI YL CP $00.00%0 -414-100.0% -$1.77万 清仓
BNDX VANGUARD CHARLOTTE FDS INTL BD $00.00%0 -339-100.0% -$1.64万 清仓
PDBC INVESCO ACTIVLY MANGD ETC FD T $00.00%0 -1,236-100.0% -$1.64万 清仓
MNKD MANNKIND CORP COM NEW $00.00%0 -2,462-100.0% -$1.40万 清仓
ZTS ZOETIS INC CL A $00.00%0 -71-100.0% -$8,933 清仓
MA MASTERCARD INC $00.00%0 -13-100.0% -$7,421 清仓
AKRE PROFESIONALLY MANAGED PORTFOLI $00.00%0 -89-100.0% -$5,830 清仓
PPL PPL CORP COM $00.00%0 -105-100.0% -$3,677 清仓
SHW SHERWIN WILLIAMS CO $00.00%0 -11-100.0% -$3,564 清仓
NUE NUCOR CORP COM $00.00%0 -21-100.0% -$3,425 清仓
APD AIR PRODS & CHEMS INC COM $00.00%0 -13-100.0% -$3,211 清仓
WTRG ESSENTIAL UTILS INC $00.00%0 -81-100.0% -$3,107 清仓
KIM KIMCO RLTY CORP COM $00.00%0 -150-100.0% -$3,040 清仓
ADM ARCHER DANIELS MIDLAND $00.00%0 -50-100.0% -$2,874 清仓
NKE NIKE INC-CL B $00.00%0 -44-100.0% -$2,803 清仓
EVRG EVERGY INC COM $00.00%0 -38-100.0% -$2,755 清仓
EW EDWARDS LIFESCIENCES CORP $00.00%0 -30-100.0% -$2,557 清仓
AES AES CORP CO $00.00%0 -177-100.0% -$2,538 清仓
PNW PINNACLE WEST CAP CORP COM $00.00%0 -28-100.0% -$2,484 清仓
TMUS T MOBILE US INC COM $00.00%0 -12-100.0% -$2,436 清仓
COP CONOCOPHILLIPS COM $00.00%0 -26-100.0% -$2,434 清仓
ORA ORMAT TECHNOLOGIES INC $00.00%0 -22-100.0% -$2,430 清仓
CMCSA COMCAST CORP NEW CL A $00.00%0 —— — 申报中断
EOG EOG RES INC COM $00.00%0 -20-100.0% -$2,100 清仓
EMN EASTMAN CHEM CO $00.00%0 -30-100.0% -$1,915 清仓
OC OWENS CORNING NEW COM $00.00%0 -17-100.0% -$1,902 清仓
BCPC BALCHEM CORP $00.00%0 -10-100.0% -$1,534 清仓
MTCH MATCH GROUP INC COM $00.00%0 -26-100.0% -$840 清仓
— TREES CORP $00.00%0 -10,000-100.0% -$351 清仓
— ACCESS POWER & CO INC $00.00%200 00.0% — 不变
— Sycamore Partners DAP Right $00.00%700,977 -2,568-0.4% — 减仓