Thompson Investment Management
$844M 13F equity value
481 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Thompson Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STK CL A | 132,756 | $47M | 5.6% |
| MSFT | MICROSOFT CORP | 77,238 | $29M | 3.4% |
| XOM | EXXON MOBIL CORP COM | 150,664 | $21M | 2.4% |
| C | CITIGROUP INC COM NEW | 133,704 | $19M | 2.2% |
| VTRS | VIATRIS | 1,091,367 | $17M | 2.1% |
| CSCO | CISCO SYSTEMS INC | 128,339 | $15M | 1.8% |
| KRNT | KORNIT DIGITAL LTD SHS | 907,005 | $15M | 1.7% |
| QCOM | QUALCOMM INC | 79,017 | $15M | 1.7% |
| LKQ | LKQ CORP COM | 534,842 | $14M | 1.7% |
| UNH | UNITEDHEALTH GROUP INC | 33,642 | $14M | 1.7% |
Track Thompson Investment Management's 13F portfolio: $844M in reported holdings, 481 positions. Top holdings and quarterly changes on SentiSense.
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