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THOMPSON INVESTMENT MANAGEMENT, INC.

13F
THOMPSON INVESTMENT MANAGEMENT, INC.
Last update 2025-07-24 444 Stocks (31 new)
Value $707.00 Mil Turnover 4 %
Countries:
THOMPSON INVESTMENT MANAGEMENT... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
67,171
33,411.4
+0.80%
4.730
+0.04%
0.000
+32.15%
+21.67%
3,797,138.0
Software
GOOGL
Alphabet Inc
167,789
29,569.5
+0.48%
4.180
+0.02%
0.000
+20.80%
+1.76%
2,329,696.9
Interactive Media
XOM
Exxon Mobil Corp
156,645
16,886.4
-0.20%
2.390
-0.01%
0.000
+2.93%
+4.87%
477,464.9
Oil & Gas
WBD
Warner Bros. Discovery Inc
1,385,946
15,882.9
-0.82%
2.250
-0.02%
0.060
+58.82%
+27.72%
33,400.0
Media - Diversified
META
Meta Platforms Inc
19,448
14,354.1
+1.13%
2.030
+0.02%
0.000
+34.17%
+22.28%
1,797,241.1
Interactive Media
C
Citigroup Inc
154,089
13,116.0
-6.23%
1.860
-0.11%
0.010
+41.07%
+37.55%
175,603.5
Banks
JPM
JPMorgan Chase & Co
45,163
13,093.2
-4.71%
1.850
-0.08%
0.000
+21.80%
+25.72%
815,415.8
Banks
EXAS
Exact Sciences Corp
239,658
12,735.5
-4.88%
1.800
-0.08%
0.130
+6.95%
-13.21%
9,199.9
Medical Diagnostics & Research
BAC
Bank of America Corp
248,269
11,748.1
-0.52%
1.660
-0.01%
0.000
+22.98%
+11.45%
359,860.9
Banks
PYPL
PayPal Holdings Inc
154,991
11,518.9
+2.76%
1.630
+0.04%
0.020
+20.15%
-8.82%
75,682.5
Credit Services

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
CHWY
Chewy Inc
2025-06-30
Reduce
Reduce
-0.88%
31.21 ($39.72) 48.21
$37.25
-6.22%
Reduce -88.66%
23,011
-179,840
ARE
Alexandria Real Estate Equities Inc
2025-06-30
Add
Add
+0.83%
67.83 ($74.58) 92.51
$82.05
10.02%
Add 228.82%
115,489
80,367
UNH
UnitedHealth Group Inc
2025-06-30
Add
Add
+0.74%
274.35 ($384.44) 599.47
$278.58
-27.54%
Add 100.5%
33,205
16,644
BFH
Bread Financial Holdings Inc
2025-06-30
Reduce
Reduce
-0.60%
41.88 ($50.4) 57.12
$61.00
21.03%
Reduce -83.76%
15,610
-80,503
TGT
Target Corp
2025-06-30
Add
Add
+0.60%
88.76 ($96.16) 105.77
$105.82
10.05%
Add 104.22%
84,146
42,943
TSN
Tyson Foods Inc
2025-06-30
Reduce
Reduce
-0.53%
54.33 ($57.58) 63.81
$54.00
-6.22%
Reduce -71.11%
22,264
-54,792
FLG
Flagstar Financial Inc
2025-06-30
Add
Add
+0.52%
9.94 ($11.43) 12.62
$12.05
5.42%
Add 385.02%
431,950
342,892
COF
Capital One Financial Corp
2025-06-30
New Buy
New Buy
+0.49%
150.57 ($186.48) 212.76
$211.33
13.33%
New holding
16,158
16,158
DFS Unlock Delisted
Discover Financial Services
2025-06-30
Sold Out
Sold Out
-0.43%
147.04 ($177) 204.07
$200.05
13.02%
Sold Out
0
-16,570
SCHW
Charles Schwab Corp
2025-06-30
Reduce
Reduce
-0.28%
69.06 ($83.65) 91.24
$96.50
15.36%
Reduce -19.32%
100,049
-23,953

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

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THOMPSON INVESTMENT MANAGEMENT, INC.'s Hypothetical Growth since 2025-06-30

THOMPSON INVESTMENT MANAGEMENT, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

THOMPSON INVESTMENT MANAGEMENT, INC.'s Holdings Heat Map

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THOMPSON INVESTMENT MANAGEMENT, INC.'s Holdings Bubble Chart

THOMPSON INVESTMENT MANAGEMENT, INC. News

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