Thompson Investment Management, Inc. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $687 Million distributed in 497 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $33.4M, Alphabet Inc. with a value of $29.6M, Exxon Mobil Corp with a value of $16.9M, Warner Bros. Discovery, Inc. with a value of $15.9M, and Meta Platforms, Inc. with a value of $14.4M.
Examining the 13F form we can see an increase of $35.7M in the current position value, from $652M to 687M.
Below you can find more details about Thompson Investment Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$687 Million
Technology: $155 Million
Financial Services: $112 Million
Healthcare: $111 Million
Communication Services: $80.3 Million
Consumer Cyclical: $48.3 Million
Industrials: $46.8 Million
Consumer Defensive: $44.6 Million
Energy: $26.6 Million
Other: $62.5 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
