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Thompson Investment Management, Inc.

All holdings · as of Mar 31, 2026

499 positions

CompanyClassValueShares% of portfolio
FISERV INC$6.28M112,5810.8%
AMGEN INC$6.28M17,8370.8%
ORACLE CORP$6.09M41,3900.8%
MICROCHIP TECHNOLOGY INC$5.99M92,6430.8%
ALLIANT ENERGY CORP$5.94M82,8420.8%
KIMBERLY CLARK CORP$5.71M59,2200.7%
Salesforce Inc$5.70M30,5240.7%
Walt Disney Co$5.67M58,8170.7%
J M SMUCKER Co$5.65M58,6000.7%
The Boeing Company$5.62M28,2610.7%
Intercontinental Exchange, Inc.$5.55M35,3170.7%
HEALTHEQUITY, INC.$5.35M63,9810.7%
ISHARES TR CORE TOTUSBD ETF$5.23M52,6660.7%
GE Vernova Inc.$5.09M5,8340.7%
LUMENTUM HLDGS INC$4.62M6,5750.6%
REGAL REXNORD CORP$4.57M24,3940.6%
GE HealthCare Technologies Inc.$4.26M59,7980.6%
ANALOG DEVICES INC$4.21M13,2220.5%
MCKESSON CORP$4.12M4,7580.5%
Nomad Foods Ltd$4.06M422,9130.5%
INFINEON TECHNOLOGIES AG SPONS$4.05M89,6400.5%
COOPER COMPANIES, INC.$4.02M56,2310.5%
ISHARES TR S&P500/BAR VAL$3.95M18,7290.5%
SS&C TECHNOLOGIES HOLDINGS, INC.$3.88M57,4760.5%
SMITH A O CORP$3.71M56,2110.5%
Global Payments Inc$3.68M54,6920.5%
EQUIFAX INC$3.51M19,4830.5%
American Tower Corp$3.45M19,9970.4%
Marvell Technology, Inc.$3.45M34,8400.4%
CAPITAL ONE FINANCIAL CORP$3.11M17,0220.4%
VANGUARD INDEX TR STK MRK VIPE$3.05M9,5070.4%
Merck & Co., Inc.$2.94M24,4530.4%
CLOROX CO /DE$2.81M27,0910.4%
Cheniere Energy, Inc.$2.71M9,5650.4%
COCA COLA CO$2.60M34,2170.3%
HCA Healthcare, Inc.$2.57M5,4250.3%
VANGUARD INTL EQUITY INDEX FDS$2.29M16,5600.3%
CALIX, INC$2.20M44,8400.3%
VANGUARD BD INDEX FD SHORT TRM$2.14M27,2510.3%
TopBuild Corp$2.01M5,7290.3%
SCHWAB STRATEGIC TR EMRG MKTEQ$1.94M58,9530.3%
FARMERS & MERCHANTS BK COM$1.85M2230.2%
iShares MSCI UAE ETF$1.75M13,1780.2%
COLLIERS INTL GROUP INC SUB VT$1.62M15,1750.2%
SCHWAB STRATEGIC TR INTL EQTY$1.55M62,5000.2%
ISHARES TR S&P MIDCAP 400$1.30M19,1780.2%
NEUROCRINE BIOSCIENCES INC$1.29M9,7550.2%
Netflix Inc$1.27M13,2200.2%
ISHARES S&P SMLCP 600 VALUE ET$1.16M9,8250.2%
Jazz Pharmaceuticals PLC$1.09M5,7650.1%
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