Thompson Investment Management
$748M 13F equity value
498 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STK CL A | 143,293 | $41M | 5.5% |
| MSFT | MICROSOFT CORP | 71,057 | $26M | 3.5% |
| XOM | EXXON MOBIL CORP COM | 150,571 | $26M | 3.4% |
| WBD | WARNER BROTHERS DISCOVERY | 582,920 | $16M | 2.1% |
| C | CITIGROUP INC COM NEW | 140,138 | $16M | 2.1% |
| VTRS | VIATRIS | 1,105,192 | $15M | 2.0% |
| KRNT | KORNIT DIGITAL LTD SHS | 900,446 | $13M | 1.8% |
| PFE | PFIZER INC | 464,171 | $13M | 1.7% |
| JPM | JPMORGAN CHASE & CO COM | 42,317 | $12M | 1.7% |
| QCOM | QUALCOMM INC | 95,065 | $12M | 1.6% |
Track Thompson Investment Management's 13F portfolio: $748M in reported holdings, 498 positions. Top holdings and quarterly changes on SentiSense.