THOMPSON INVESTMENT MANAGEMENT, INC. Q2 2025 Filing

Filed July 24, 2025

Portfolio Value

$708.6M

Holdings

490

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (490 positions)

StockValue
IJHISHARES TR S&P MIDCAP 400
$970K
BFHBREAD FINANCIAL HOLDINGS
$891K
AMZNAMAZON COM INC CO
$890K
ASBASSOCIATED BANCORP
$889K
ZIONZIONS BANCORPORATION NA
$855K
VUGVANGUARD INDEX FDS GROWTH ETF
$836K
IJSISHARES S&P SMLCP 600 VALUE ET
$834K
IJRISHARES TR CORE S&P SCP ETF
$766K
BFCBANK FIRST CORPORATION
$733K
NLYANNALY CAPITAL MANAGEMENT INC
$715K
AONAON PLC SHS CL A
$713K
COSTCOSTCO WHOLESALE CORP
$641K
JAZZJAZZ PHARMACEUTICALS PLC SHS U
$638K
CITCINTAS CORP COM
$624K
MG1MGE ENERGY INC COM
$600K
TFXTELEFLEX INC
$588K
OHIOMEGA HEALTHCARE INVS COM
$579K
PINCPREMIER INC CL A
$570K
AXPAMERICAN EXPRESS CO
$568K
LEVILEVI STRAUSS & CO NEW CL A COM
$563K
GNRCGENERAC HLDGS INC COM
$548K
PSTGPURE STORAGE INC CL A
$547K
XYLXYLEM INC COM
$543K
WFCWELLS FARGO NEW
$534K
UBSFYUBISOFT ENTMT SA ADR
$530K
TFCTRUIST FINANCIAL CORP
$527K
GNLGLOBAL NET LEASE INC COM NEW
$525K
OKTAOKTA INC CL A
$523K
RMERESMED INC COM
$516K
XELXCEL ENERGY INC
$510K
WSCWILLSCOT HLDNG CORP
$499K
EPDENTERPRISE PRODS PARTN COM
$493K
HSTHOST HOTELS&RESORTS COM
$488K
HASHASBRO INC COM
$486K
PKPARK HOTELS & RESORTS INC COM
$485K
GTIIGREEN THUMB INDS INC SUB VTG S
$482K
GOOGALPHABET INC CAP STK CL C
$432K
OKEONEOK INC NEW COM
$411K
IDXXIDEXX LABS INC COM
$402K
WABWABTEC CORP COM
$393K
SOSOUTHERN CO COM
$379K
AZEKAZEK CO INC CL A
$370K
USMVISHARES TR MSCI USA MIN VOL FA
$367K
HSICSCHEIN HENRY INC CO
$365K
FSVFIRSTSERVICE CORP NEW COM
$359K
CCOCAMECO CORP COM
$353K
4I1PHILIP MORRIS INTL INC COM
$340K
XLKSELECT SECTOR SPDR TR SBI INT-
$335K
BXBLACKSTONE INC
$335K
JT5MUELLER WTR PRODS INC COM SER
$312K
SCHHSCHWAB STRATEGIC TR US REIT ET
$311K
ADPAUTOMATIC DATA PROCESSING
$308K
FBIZ1ST BUS FINL SVCS INC COM
$304K
SYYSYSCO CORPORATION
$298K
IWDISHARES RUSSELL 1000 VALUE ETF
$291K
CRMSALESFORCE INC COM
$278K
SDYSPDR SERIES TRUST S&P DIVID ET
$271K
HONHONEYWELL INTERNATIONAL INC.
$270K
MTDMETTLER TOLEDO INTL COM
$264K
NVDANVIDIA CORP COM
$255K
CLCOLGATE PALMOLIVE CO
$254K
TAT&T INC COM
$248K
MCDMCDONALDS CORP
$240K
MATMATTEL INC
$240K
FRELFIDELITY MSCI RL EST ETF
$239K
CINFCINCINNATI FINANCIAL CORP
$232K
TSMTAIWAN SEMICONDUCTOR SPONSORED
$226K
ABTABBOTT LABS
$224K
SHELSHELL PLC SPON ADS
$223K
HIHILLENBRAND INC COM
$222K
BRK/BBERKSHIRE HATHAWAY INC CL B NE
$221K
SDOGALPS ETF TR SECTR DIV DOGS
$220K
BMOBANK OF MONTREAL
$217K
XLFISELECT SECTOR SPDR TR SBI INT-
$209K
AMCRAMCOR PLC
$208K
INTCINTEL CORP
$207K
MASMASCO CORP COM
$201K
DFACDIMENSIONAL ETF TRUST US CORE
$199K
IBNICICI BK LTD ADR
$199K
MOALTRIA GROUP INC COM
$196K
POOLPOOL CORP COM
$196K
SBUXSTARBUCKS CORP CO
$189K
FASTFASTENAL CO
$185K
CCKCROWN HOLDINGS INC COM
$184K
LOWLOWES COS INC CO
$179K
SPGSIMON PPTY GROUP INC NEW COM
$176K
GDGENERAL DYNAMICS CORP COM
$175K
ALSALLSTATE CORP
$171K
NMIHNMI HLDGS INC
$168K
DBEFDBX ETF TR XTRACK MSCI EAFE
$167K
ROPROPER INDS INC NEW COM
$164K
INDAISHARES TR MSCI INDIA ETF
$161K
SMINISHARES TR MSCI INDIA ETF
$154K
TTWOTAKE-TWO INTERACTIVE COM
$150K
INDYISHARES INDIA 50 ETF
$147K
CTEFEA SERIES TRUST EA BRIDGEWAY O
$146K
LHXL3HARRIS TECHNOLOGIES INC COM
$143K
ACHCACADIA HEALTHCARE COMPANY INC
$142K
FVDFIRST TR VALUE LINE DIVID INDX
$138K
EEMISHARES MSCI EMERGING MKT ETF
$136K
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