Holdings
Thompson LargeCap Fund
As of May 31, 2026, Thompson LargeCap Fund reported 78 positions worth US$223M. Largest: Alphabet Inc (google) Class C, Microsoft Corp. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 37,200 | US$14.1M | −7,850 | May 31, 2026 |
| Microsoft Corp. | 20,686 | US$9.31M | +2,900 | May 31, 2026 |
| Apple Inc | 22,370 | US$6.98M | no change | May 31, 2026 |
| Unitedhealth Group Incorporated | 14,510 | US$5.52M | +625 | May 31, 2026 |
| Citigroup, Inc. | 43,800 | US$5.51M | no change | May 31, 2026 |
| Qualcomm Incorporated | 18,555 | US$4.66M | −8,375 | May 31, 2026 |
| Nxp Semiconductors N.v. | 14,330 | US$4.6M | no change | May 31, 2026 |
| Lkq Corporation | 168K | US$4.56M | +73,850 | May 31, 2026 |
| Pfizer, Inc. | 160K | US$4.18M | no change | May 31, 2026 |
| Warner Bros. Discovery, Inc. - Series A | 151K | US$4.07M | −65,350 | May 31, 2026 |