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
JAZZJAZZ PHARMACEUTICALS PLC SHS U
$980K
ZIONZIONS BANCORPORATION NA
$963K
TFXTELEFLEX INC
$956K
IJRISHARES TR CORE S&P SCP ETF
$948K
AMZNAMAZON COM INC CO
$940K
ASBASSOCIATED BANCORP
$939K
XELXCEL ENERGY INC
$938K
VUGVANGUARD INDEX FDS GROWTH ETF
$930K
NLYANNALY CAPITAL MANAGEMENT INC
$840K
BFHBREAD FINANCIAL HOLDINGS
$838K
GTIIGREEN THUMB INDS INC SUB VTG S
$768K
WSCWILLSCOT HLDNG CORP
$763K
BFCBANK FIRST CORPORATION
$759K
GOOGALPHABET INC CAP STK CL C
$752K
OKTAOKTA INC CL A
$742K
AONAON PLC SHS CL A
$705K
GNLGLOBAL NET LEASE INC COM NEW
$663K
OHIOMEGA HEALTHCARE INVS COM
$642K
LEVILEVI STRAUSS & CO NEW CL A COM
$632K
AXPAMERICAN EXPRESS CO
$621K
TFCTRUIST FINANCIAL CORP
$589K
JHXJAMES HARDIE INDS PLC
$572K
HSTHOST HOTELS&RESORTS COM
$560K
COSTCOSTCO WHOLESALE CORP
$558K
MG1MGE ENERGY INC COM
$532K
CITCINTAS CORP COM
$526K
EPDENTERPRISE PRODS PARTN COM
$510K
IDXXIDEXX LABS INC COM
$507K
WFCWELLS FARGO NEW
$507K
GNRCGENERAC HLDGS INC COM
$502K
HASHASBRO INC COM
$500K
PKPARK HOTELS & RESORTS INC COM
$496K
XYLXYLEM INC COM
$486K
RMERESMED INC COM
$481K
UBSFYUBISOFT ENTMT SA ADR
$465K
PSTGPURE STORAGE INC CL A
$463K
POOLPOOL CORP COM
$406K
XLKSELECT SECTOR SPDR TR SBI INT-
$380K
HSICSCHEIN HENRY INC CO
$377K
OKEONEOK INC NEW COM
$370K
USMVISHARES TR MSCI USA MIN VOL FA
$368K
BXBLACKSTONE INC
$345K
SCHHSCHWAB STRATEGIC TR US REIT ET
$341K
BRK/BBERKSHIRE HATHAWAY INC CL B NE
$338K
INTCINTEL CORP
$326K
FBIZ1ST BUS FINL SVCS INC COM
$326K
SOSOUTHERN CO COM
$323K
WABWABTEC CORP COM
$321K
FSVFIRSTSERVICE CORP NEW COM
$320K
IWDISHARES RUSSELL 1000 VALUE ETF
$315K
MTDMETTLER TOLEDO INTL COM
$313K
NVDANVIDIA CORP COM
$311K
JT5MUELLER WTR PRODS INC COM SER
$309K
TSMTAIWAN SEMICONDUCTOR SPONSORED
$303K
4I1PHILIP MORRIS INTL INC COM
$299K
SYYSYSCO CORPORATION
$291K
FRELFIDELITY MSCI RL EST ETF
$289K
SDYSPDR SERIES TRUST S&P DIVID ET
$278K
ADPAUTOMATIC DATA PROCESSING
$257K
MCDMCDONALDS CORP
$251K
MATMATTEL INC
$241K
CCOCAMECO CORP COM
$238K
CINFCINCINNATI FINANCIAL CORP
$234K
SHELSHELL PLC SPON ADS
$233K
SDOGALPS ETF TR SECTR DIV DOGS
$231K
HONHONEYWELL INTERNATIONAL INC.
$229K
CLCOLGATE PALMOLIVE CO
$221K
DFACDIMENSIONAL ETF TRUST US CORE
$220K
XLFISELECT SECTOR SPDR TR SBI INT-
$219K
ABTABBOTT LABS
$198K
LOWLOWES COS INC CO
$191K
MOALTRIA GROUP INC COM
$187K
TAT&T INC COM
$185K
DBEFDBX ETF TR XTRACK MSCI EAFE
$184K
IBNICICI BK LTD ADR
$177K
FASTFASTENAL CO
$177K
ALSALLSTATE CORP
$176K
TSNTYSON FOODS INC CL A
$174K
CCKCROWN HOLDINGS INC COM
$170K
CTEFEA SERIES TRUST EA BRIDGEWAY O
$167K
NMIHNMI HLDGS INC
$163K
MASMASCO CORP COM
$162K
SCHASCHWAB STRATEGIC TR US SML CAP
$161K
INDAISHARES TR MSCI INDIA ETF
$156K
ROKROCKWELL INTL CORP
$155K
EEMISHARES MSCI EMERGING MKT ETF
$154K
VGTVANGUARD WORLD FDS INF TECH ET
$153K
SPGSIMON PPTY GROUP INC NEW COM
$150K
NEENEXTERA ENERGY INC COM
$145K
BMOBANK OF MONTREAL
$145K
DWDMORGAN STANLEY COM NEW
$143K
FVDFIRST TR VALUE LINE DIVID INDX
$142K
SMINISHARES TR MSCI INDIA ETF
$140K
IWNISHARES RUSSELL 2000 VALUE ETF
$136K
VBRVANGUARD INDEX FDS SM CP VAL E
$134K
INDYISHARES INDIA 50 ETF
$133K
PHPARKER HANNIFIN CORP
$131K
ROPROPER INDS INC NEW COM
$129K
WMTWALMART INC
$122K
APHAMPHENOL CORP NEW CL A
$122K
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