THOMPSON INVESTMENT MANAGEMENT, INC. 13F Holdings

CIK 0001277279 · MADISON, WI

As of Sep 30, 2025, THOMPSON INVESTMENT MANAGEMENT, INC. reported 526 positions worth $739.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET INCGOOGLEquity164,238$39.9M5.40%
MICROSOFT CORPMSFTTechnology65,374$33.9M4.58%
WARNER BROS DISCOVERY INCWBDCommunication Services1,264,003$24.7M3.34%
EXXON MOBIL CORPXOMEnergy154,143 7.4M2.35%
CITIGROUP INCCFinancial Services146,285 4.8M2.01%
META PLATFORMS INCMETACommunication Services19,001 4.0M1.89%
JPMORGAN CHASE & COJPMFinancial Services43,221 3.6M1.84%
QUALCOMM INCQCOMTechnology81,768 3.6M1.84%
EXACT SCIENCES CORPEXASHealthcare239,402 3.1M1.77%
BANK OF AMERICA CORPBACFinancial Services240,503 2.4M1.68%
UNITEDHEALTH GROUP INCUNHHealthcare35,273 2.2M1.65%
APPLE INCAAPLTechnology44,233 1.3M1.52%
ORACLE CORPORCLTechnology39,526 1.1M1.50%
VIATRIS INCVTRSHealthcare1,113,549 1.0M1.49%
EBAY INCEBAYConsumer Cyclical120,121 0.9M1.48%
PAYPAL HOLDINGS INCPYPLFinancial Services162,788 0.9M1.48%
PFIZER INCPFEHealthcare428,130 0.9M1.47%
KORNIT DIGITAL LTDKRNTIndustrials789,458 0.7M1.44%
CISCO SYSTEMS INCCSCOTechnology152,592 0.4M1.41%
PEPSICO INCPEPConsumer Defensive72,981 0.2M1.39%
PERFORMANCE FOOD GROUP COPFGCConsumer Defensive97,023 0.1M1.36%
LKQ CORPLKQConsumer Cyclical328,247 0.0M1.36%
LUMENTUM HOLDINGS INCLITETechnology61,496 0.0M1.35%
NXP SEMICONDUCTORS NVNXPITechnology42,969$9.8M1.32%
CVS HEALTH CORPCVSHealthcare127,669$9.6M1.30%