THOMPSON INVESTMENT MANAGEMENT, INC. Q4 2025 Filing

Filed January 14, 2026

Portfolio Value

$797.7M

Holdings

522

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (522 positions)

StockValue
GOOGLALPHABET INC CAP STK CL A
$45.9M
WBDWARNER BROTHERS DISCOVERY
$32.8M
MSFTMICROSOFT CORP
$31.6M
XOMEXXON MOBIL CORP COM
$18.6M
EXASEXACT SCIENCES CORP COM
$17.8M
TRVCCITIGROUP INC COM NEW
$16.7M
QCOMQUALCOMM INC
$14.0M
VTRSVIATRIS
$13.8M
JPMJPMORGAN CHASE & CO COM
$13.6M
BACBANK OF AMERICA
$13.1M
METAMETA PLATFORMS
$12.6M
KRNTKORNIT DIGITAL LTD SHS
$12.6M
AAPLAPPLE INC COM
$12.0M
UNHUNITEDHEALTH GROUP INC
$11.7M
CSCOCISCO SYSTEMS INC
$11.7M
PFEPFIZER INC
$11.5M
LKQ1LKQ CORP COM
$11.3M
PEPPEPSICO INC
$11.2M
PYPLPAYPAL HLDGS INC COM
$10.6M
OI*O-I GLASS INC COM
$10.4M
EBAEBAY INC COM
$10.3M
JNJJOHNSON & JOHNSON
$10.2M
CVSCVS HEALTH CORP COM
$10.1M
NXPINXP SEMICONDUCTORS N V COM
$9.7M
SCHWSCHWAB (CHARLES) CORP
$9.6M
VVISA INC COM CL A
$9.3M
KEYSKEYSIGHT TECHNOLOGIES INC COM
$9.1M
COHRCOHERENT INC COM
$9.1M
CNXCCONCENTRIX CORP COM
$9.0M
EAELECTRONIC ARTS INC COM
$8.9M
PFGCPERFORMANCE FOOD GROUP CO COM
$8.7M
TGTTARGET CORP
$8.6M
AREALEXANDRIA REAL ESTATE EQ INC
$8.4M
ORCLORACLE CORP
$7.8M
GEGENERAL ELECTRIC CO COM NEW
$7.7M
STTSTATE STREET CORP
$7.7M
LITELUMENTUM HLDGS INC COM
$7.7M
ABBVABBVIE INC. COM
$7.2M
NTRSNORTHERN TRUST CORP
$7.1M
WECWEC ENERGY GROUP INC COM
$7.1M
HCQAMN HEALTHCARE SVCS INC COM
$7.0M
CFGCITIZENS FINANCIAL GROUP INC C
$7.0M
ADBEADOBE INC
$6.9M
PNCPNC FINL SVCS GROUP COM
$6.9M
CITHE CIGNA GROUP
$6.7M
FCXFREEPORT-MCMORAN INC
$6.7M
VIAVVIAVI SOLUTIONS INC COM
$6.6M
QC10FLAGSTAR FINANCIAL INC
$6.3M
BABOEING CO
$6.2M
CVXCHEVRON CORP NEW COM
$6.0M
CRMSALESFORCE INC COM
$5.9M
FISVFISERV INC
$5.9M
AMGNAMGEN INC
$5.9M
FDXFEDEX CORP COM
$5.8M
MCHPMICROCHIP TECHNOLOGY INC
$5.8M
BMYBRISTOL MYERS SQUIBB CO
$5.7M
ICEINTERCONTINENTALEXCHANGE COM
$5.5M
LNTALLIANT ENERGY CORP
$5.4M
PGPROCTER & GAMBLE COMPANY
$5.3M
KMBKIMBERLY CLARK CORP
$5.3M
SJMSMUCKER J M CO COM NEW
$5.3M
GLWCORNING INC
$4.8M
AGGISHARES TR CORE TOTUSBD ETF
$4.7M
COOCOOPER COS INC COM NEW
$4.6M
SSNCSS&C TECHNOLOGIES HLDGS INC CO
$4.3M
GEHCGE HEALTHCARE TECHNOLOGIES INC
$4.2M
ADIANALOG DEVICES INC COM
$4.0M
MCKMCKESSON CORP
$3.9M
IFNNYINFINEON TECHNOLOGIES AG SPONS
$3.9M
NOMDNOMAD FOODS LTD USD ORD SHS
$3.9M
GEVGE VERNOVA INC COM
$3.8M
IVEISHARES TR S&P500/BAR VAL
$3.8M
COFCAPITAL ONE FINANCIAL CORP CO
$3.6M
AOSSMITH A O COM
$3.6M
EFXEQUIFAX INC CO
$3.6M
RRXREGAL REXNORD CORP
$3.5M
GPNGLOBAL PMTS INC COM
$3.4M
VTIVANGUARD INDEX TR STK MRK VIPE
$3.2M
SEESEALED AIR CORP
$3.0M
MRVLMARVELL TECHNOLOGY GROUP LTD C
$3.0M
AMTAMERICAN TOWER CORP NEW COM
$2.9M
CLXCLOROX CO
$2.7M
MRKMERCK & CO INC NEW COM
$2.6M
DISDISNEY WALT PRODTNS
$2.6M
HCAHCA HEALTHCARE INC COM
$2.5M
KOCOCA COLA CO
$2.4M
BLDTOPBUILD CORP COM
$2.4M
CALXCALIX INC COM
$2.4M
VTVANGUARD INTL EQUITY INDEX FDS
$2.3M
BSVVANGUARD BD INDEX FD SHORT TRM
$2.1M
CIGICOLLIERS INTL GROUP INC SUB VT
$2.0M
LNGCHENIERE ENERGY INC COM NEW
$2.0M
SCHESCHWAB STRATEGIC TR EMRG MKTEQ
$1.9M
FMBLFARMERS & MERCHANTS BK COM
$1.9M
IJJISHARES S&P MIDCAP 400 VALUE E
$1.6M
SCHFSCHWAB STRATEGIC TR INTL EQTY
$1.5M
NBIXNEUROCRINE BIOSCIENCES INC COM
$1.4M
IJHISHARES TR S&P MIDCAP 400
$1.2M
CHWYCHEWY INC CL A
$1.1M
IJSISHARES S&P SMLCP 600 VALUE ET
$1.1M
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