§ 13F · FUND PROFILE
THOMPSON INVESTMENT MANAGEMENT, INC..
AUM · $872M (13F)Positions · 511Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CAP STK CL A | 133K | $47M | 5.4% | −7% |
| 2 | MSFT | MICROSOFT CORP | 77K | $29M | 3.3% | +9% |
| 3 | XOM | EXXON MOBIL CORP COM | 151K | $21M | 2.4% | ±0% |
| 4 | C | CITIGROUP INC COM NEW | 134K | $19M | 2.1% | −5% |
| 5 | VTRS | VIATRIS | 1.09M | $17M | 2.0% | −1% |
| 6 | CSCO | CISCO SYSTEMS INC | 128K | $15M | 1.7% | −13% |
| 7 | KRNT | KORNIT DIGITAL LTD SHS | 904K | $15M | 1.7% | +1% |
| 8 | QCOM | QUALCOMM INC | 79K | $15M | 1.7% | −17% |
| 9 | LKQ | LKQ CORP COM | 535K | $14M | 1.6% | +35% |
| 10 | UNH | UNITEDHEALTH GROUP INC | 34K | $14M | 1.6% | −20% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE THOMPSON SIGNAL
AC read
THOMPSON INVESTMENT MANAGEMENT, INC. is a Other fund managing $872 million in assets. The fund runs a broad portfolio of 511 positions.
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