TI

THOMPSON INVESTMENT MANAGEMENT, INC.

13F
THOMPSON INVESTMENT MANAGEMENT, INC.
Last update 2025-04-15 428 Stocks (7 new)
Value $665.00 Mil Turnover 4 %
Countries:
Top Holdings: GOOGL(3.88%)MSFT(3.76%)XOM(2.81%)WBD(2.25%)C(1.75%)
Summary Stock Picks Current Portfolio
THOMPSON INVESTMENT MANAGEMENT... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GOOGL
Alphabet Inc
166,984
25,822.4
-1.22%
3.880
-0.06%
0.000
+22.60%
+0.73%
2,309,505.8
Interactive Media
MSFT
Microsoft Corp
66,637
25,014.8
+0.08%
3.760
0%
0.000
+35.37%
+20.48%
3,759,901.0
Software
XOM
Exxon Mobil Corp
156,954
18,666.5
-2.24%
2.810
-0.06%
0.000
+3.33%
+4.06%
473,758.6
Oil & Gas
WBD
Warner Bros. Discovery Inc
1,397,425
14,994.4
-0.71%
2.250
-0.02%
0.060
+59.78%
+25.92%
32,929.9
Media - Diversified
C
Citigroup Inc
164,324
11,665.3
-2.98%
1.750
-0.05%
0.010
+45.94%
+38.41%
176,708.0
Banks
JPM
JPMorgan Chase & Co
47,393
11,625.5
-4.74%
1.750
-0.08%
0.000
+23.79%
+25.81%
815,993.3
Banks
LKQ
LKQ Corp
268,934
11,440.4
-2.11%
1.720
-0.03%
0.100
-7.70%
+6.57%
9,967.1
Vehicles & Parts
META
Meta Platforms Inc
19,231
11,083.8
-17.61%
1.670
-0.35%
0.000
+37.26%
+22.08%
1,794,173.6
Interactive Media
QCOM
Qualcomm Inc
71,969
11,055.2
+0.08%
1.660
0%
0.010
+14.51%
+5.26%
175,548.2
Semiconductors
EXAS
Exact Sciences Corp
251,955
10,907.1
+4.21%
1.640
+0.07%
0.140
+9.80%
-13.85%
9,132.0
Medical Diagnostics & Research

THOMPSON INVESTMENT MANAGEMENT, INC.'s Historical Top Holdings Breakdowns

THOMPSON INVESTMENT MANAGEMENT, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BERY Unlock Delisted
Berry Global Group Inc
2025-03-31
Reduce
Reduce
-1.01%
●
64.35 ($69.45) 73.03
$67.58
-2.69%
Reduce -96.28%
4,174
-108,010
EA
Electronic Arts Inc
2025-03-31
Add
Add
+0.87%
●
116.53 ($135.03) 146.29
$153.73
13.85%
Add 301.37%
53,282
40,007
PEP
PepsiCo Inc
2025-03-31
Add
Add
+0.83%
●
142.64 ($148.84) 156.42
$145.66
-2.14%
Add 109.45%
69,942
36,549
TTWO
Take-Two Interactive Software Inc
2025-03-31
Reduce
Reduce
-0.72%
●
178.61 ($199.81) 217.95
$228.73
14.47%
Reduce -97.63%
659
-27,091
SBUX
Starbucks Corp
2025-03-31
Reduce
Reduce
-0.65%
●
92.17 ($103.37) 115.81
$95.92
-7.21%
Reduce -94.91%
2,678
-49,901
NOMD
Nomad Foods Ltd
2025-03-31
New Buy
New Buy
+0.64%
●
15.61 ($18.27) 20.54
$18.18
-0.49%
New holding
215,623
215,623
VTRS
Viatris Inc
2025-03-31
Add
Add
+0.49%
●
8.68 ($10.5) 12.42
$9.37
-10.76%
Add 53.41%
1,065,650
371,010
AMT
American Tower Corp
2025-03-31
New Buy
New Buy
+0.47%
●
173.46 ($196.17) 217.6
$230.18
17.34%
New holding
14,477
14,477
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-0.35%
●
576.36 ($645.17) 736.67
$713.58
10.60%
Reduce -17.61%
19,231
-4,111
BHC
Bausch Health Companies Inc
2025-03-31
Reduce
Reduce
-0.27%
●
6.16 ($7.18) 7.94
$6.65
-7.38%
Reduce -95.28%
11,479
-231,668

THOMPSON INVESTMENT MANAGEMENT, INC. Total Holding History ($B)

To

THOMPSON INVESTMENT MANAGEMENT, INC.'s Asset Allocation

To

THOMPSON INVESTMENT MANAGEMENT, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

THOMPSON INVESTMENT MANAGEMENT, INC.'s Hypothetical Growth since 2025-03-31

THOMPSON INVESTMENT MANAGEMENT, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

THOMPSON INVESTMENT MANAGEMENT, INC.'s Holdings Heat Map

Size field:

THOMPSON INVESTMENT MANAGEMENT, INC.'s Holdings Bubble Chart

THOMPSON INVESTMENT MANAGEMENT, INC. News

  • 1

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