account_balance
Investment manager · 13F filer · SEC CIK 1277279
Thompson Investment Management, Inc.
Reported value$872Mas of Jun 30, 2026
Positions504 22 new, 17 sold out
Top 10 weight23.6%GOOGL alone is 5%
FiledJul 1313 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGLAlphabet Inc Cap STK Cl A
5.4%Trimmed −7%
MSFTMicrosoft Corp
3.3%Added +9%
XOMExxon Mobil Corp Com
2.4%
CCitigroup Inc Com New
2.1%Trimmed −5%
VTRSViatris
2.0%
CSCOCisco Systems Inc
1.7%Trimmed −13%
KRNTKornit Digital Ltd SHS
1.7%
QCOMQualcomm Inc
1.7%Trimmed −17%
LKQLKQ Corp Com
1.6%Added +35%
UNHUnitedhealth Group Inc
1.6%Trimmed −20%
JPMJPMorgan Chase & Co Com
1.6%
AMNAmn Healthcare SVCS Inc Com
1.6%Trimmed −8%
GOOGLAlphabet Inc Cap STK Cl A
5.4%Trimmed −7%
MSFTMicrosoft Corp
3.3%Added +9%
XOM2.4%C2.1%VTRS2.0%CSCO1.7%KRNT1.7%QCOM1.7%LKQ1.6%UNH1.6%JPM1.6%AMN1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOGL Alphabet Inc Cap STK Cl A 5.4% Trimmed −7%MSFT Microsoft Corp 3.3% Added +9%XOM Exxon Mobil Corp Com 2.4% HeldC Citigroup Inc Com New 2.1% Trimmed −5%VTRS Viatris 2.0% HeldCSCO Cisco Systems Inc 1.7% Trimmed −13%KRNT Kornit Digital Ltd SHS 1.7% HeldQCOM Qualcomm Inc 1.7% Trimmed −17%LKQ LKQ Corp Com 1.6% Added +35%UNH Unitedhealth Group Inc 1.6% Trimmed −20%JPM JPMorgan Chase & Co Com 1.6% HeldAMN Amn Healthcare SVCS Inc Com 1.6% Trimmed −8%
What changed