Thompson Investment Management, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

Microsoft Corp Remains Strong as Thompson Investment Management Adjusts Its Holdings

In the ever-evolving world of investments and portfolio management, Thompson Investment Management, Inc. has released its Q1 2023 vs. Q2 2023 13F Holdings comparison, giving us a glimpse into the changes in its holdings during the first two quarters of the year. One issuer that continues to stand out is Microsoft Corp, demonstrating resilience and stability in the face of market fluctuations.

During the first quarter of 2023, Thompson Investment Management held 82,332 shares of Microsoft Corp, with a total value of $23,736,000. However, in the second quarter, the investment firm slightly reduced its holdings to 78,241 shares, representing a decrease of 5%. Despite this small reduction, the value of the holdings increased to $26,644,000, reflecting a promising 12.3% change.

Microsoft Corp, commonly known as Microsoft, is a multinational technology corporation renowned for its software products and services. With its wide range of offerings, including the iconic Windows operating system, Microsoft has solidified its position as a leader in the tech industry. This consistent display of strength and innovation has undoubtedly caught the attention of Thompson Investment Management.

Another notable company in Thompson Investment Management's holdings is Alphabet Inc, the parent company of Google. Holding 214,206 shares in Q1 2023, valued at $22,219,000, the investment firm reduced its position to 206,652 shares worth $24,736,000 in Q2 2023. While the number of shares decreased by 3.5%, the value increased by a promising 11.3%.

Thompson Investment Management also made adjustments to its holdings in other companies, such as Exxon Mobil Corp, Exact Sciences Corp, Qualcomm Inc, and JPMorgan Chase & Co. These changes, although varying in magnitude, indicate the investment firm's active management approach to create an optimal portfolio that balances risk and potential returns.

Understanding the 13F Holdings Comparison

To better comprehend the significance of these changes, it is essential to understand what 13F filings entail. The Securities and Exchange Commission (SEC) requires institutional investment managers with assets under management (AUM) of over $100 million to submit a quarterly Form 13F, detailing their holdings. This transparency enables investors, analysts, and the public to gain insights into the investment strategies and trends of significant entities like Thompson Investment Management.

Analyzing the data provided in the 13F filings, investors can evaluate the level of confidence and conviction investment firms have in specific companies. If a firm increases its holdings in a particular stock, it may indicate a positive outlook and potential growth prospects. On the other hand, a decrease in holdings could suggest concerns or market challenges.

Thompson Investment Management's actions reflect its ongoing efforts to optimize its portfolio, leveraging market trends and insights to make informed decisions. While these changes represent the investment firm's outlook on individual companies, it is essential to note that they do not provide a comprehensive view of its overall investment strategy.

Investing with Confidence

For individual investors and those considering Thompson Investment Management as a potential asset manager, reviewing the 13F holdings comparison offers valuable information to make informed decisions. However, it is crucial to supplement this analysis with a thorough understanding of investment objectives, risk tolerance, and other individualized factors.

As the investment landscape continues to evolve, one thing remains constant: the importance of a well-balanced portfolio and strategic investment decisions. With diligent research and consideration of various factors, investors can navigate the market confidently and align their investment strategy with their financial goals.

Disclaimer: This article is purely for informational purposes and should not be considered as financial advice. It is important to consult with a professional financial advisor or conduct thorough research before making any investment decisions.