Thompson Investment Management
$847M 13F equity value
483 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Thompson Investment Management covers the quarter ended September 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 | 131,758 | $45M | 5.4% |
| MSFT | MICROSOFT CORP | 76,271 | $39M | 4.6% |
| XOM | EXXONMOBIL HOLDINGS CORP | 150,041 | $24M | 2.9% |
| VTRS | VIATRIS | 1,049,061 | $19M | 2.2% |
| QCOM | QUALCOMM INC | 91,403 | $17M | 2.0% |
| C | CITIGROUP INC COM NEW | 126,296 | $16M | 1.9% |
| META | META PLATFORMS | 20,782 | $15M | 1.8% |
| KRNT | KORNIT DIGITAL LTD SHS | 902,854 | $15M | 1.8% |
| AMN | AMN HEALTHCARE SVCS INC COM | 396,899 | $14M | 1.7% |
| JPM | JPMORGAN CHASE & CO COM | 41,586 | $14M | 1.6% |
Track Thompson Investment Management's 13F portfolio: $847M in reported holdings, 483 positions. Top holdings and quarterly changes on SentiSense.
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