NPORT-P false 0000795264 XXXXXXXX S000002451 C000006581 Thompson IM Funds, Inc. 811-04946 0000795264 549300QQSO0I7KNHS575 1255 Fourier Drive Suite 200 Madison 53717 608-827-5700 Thompson LargeCap Fund S000002451 549300B8ZIJY8SSJX488 2025-11-30 2025-11-30 N 199185386.280000000000 184567.080000000000 199000819.200000000000 0.000000000000 0.000000000000 0.000000000000 0.000000000000 0.000000000000 0.000000000000 0.000000000000 0.000000000000 0.000000000000 0.000000000000 0.000000000000 0.000000000000 0.000000000000 375496.760000000000 N N/A N/A Apple Inc HWUPKR0MPOU8FGXBT394 037833100 22370.000000000000 NS USD 6237874.500000000000 3.1345973977 Long EC CORP US N 1 N N N Cigna Group/The 549300VIWYMSIGT1U456 125523100 6025.000000000000 NS USD 1670612.000000000000 0.8395000617 Long EC CORP US N 1 N N N Exxon Mobil Corp J3WHBG0MTS7O8ZVMDC91 30231G102 17170.000000000000 NS USD 1990346.400000000000 1.0001699531 Long EC CORP US N 1 N N N Flagstar Bank NA SS1TRMSN6BRNMOREEV51 649445400 113725.000000000000 NS USD 1391994.000000000000 0.6994915928 Long EC CORP US N 1 N N N Alphabet Inc 5493006MHB84DD0ZWV18 02079K305 45950.000000000000 NS USD 14712271.000000000000 7.3930705708 Long EC CORP US N 1 N N N Exact Sciences Corp 549300VM3X1FYD4N9Z14 30063P105 63575.000000000000 NS USD 6439511.750000000000 3.2359222318 Long EC CORP US N 1 N N N Freeport-McMoRan Inc 549300IRDTHJQ1PVET45 35671D857 33775.000000000000 NS USD 1451649.500000000000 0.7294691076 Long EC CORP US N 1 N N N Infineon Technologies AG TSI2PJM6EPETEQ4X1U25 45662N103 56775.000000000000 NS USD 2398176.000000000000 1.2051086069 Long EC CORP DE N 1 N N N Microsoft Corp INR2EJN1ERAN0W5ZP974 594918104 17786.000000000000 NS USD 8750889.860000000000 4.3974139881 Long EC CORP US N 1 N N N Oracle Corp 1Z4GXXU7ZHVWFCD8TV52 68389X105 9075.000000000000 NS USD 1832696.250000000000 0.9209490983 Long EC CORP US N 1 N N N QUALCOMM Inc H1J8DDZKZP6H7RWC0H53 747525103 26930.000000000000 NS USD 4526663.700000000000 2.2746960129 Long EC CORP US N 1 N N N Warner Bros Discovery Inc 5493006ZCRFWKF6B1K26 934423104 455690.000000000000 NS USD 10936560.000000000000 5.4957361703 Long EC CORP US N 1 N N N NXP Semiconductors NV 724500M9BY5293JDF951 N6596X109 14330.000000000000 NS USD 2793490.200000000000 1.4037581409 Long EC CORP NL N 1 N N N AMN Healthcare Services Inc 529900W3ARRTCNFH2I39 001744101 79050.000000000000 NS USD 1316182.500000000000 0.6613955185 Long EC CORP US N 1 N N N Boeing Co/The RVHJWBXLJ1RFUBSY1F30 097023105 9550.000000000000 NS USD 1804950.000000000000 0.9070063165 Long EC CORP US N 1 N N N HCA Healthcare Inc 529900PH4ZGUH2MNEU89 40412C101 4525.000000000000 NS USD 2300012.250000000000 1.1557802924 Long EC CORP US N 1 N N N Kimberly-Clark Corp MP3J6QPYPGN75NVW2S34 494368103 12393.000000000000 NS USD 1352324.160000000000 0.6795570819 Long EC CORP US N 1 N N N Lumentum Holdings Inc 549300JLWRRC38DWEF52 55024U109 7100.000000000000 NS USD 2308636.000000000000 1.1601138173 Long EC CORP US N 1 N N N Marvell Technology Inc N/A 573874104 21500.000000000000 NS USD 1922100.000000000000 0.9658754209 Long EC CORP US N 1 N N N Merck & Co Inc 4YV9Y5M8S0BRK1RP0397 58933Y105 21600.000000000000 NS USD 2264328.000000000000 1.1378485823 Long EC CORP US N 1 N N N Microchip Technology Inc 5493007PTFULNYZJ1R12 595017104 34900.000000000000 NS USD 1869942.000000000000 0.9396654785 Long EC CORP US N 1 N N N Northern Trust Corp 549300GLF98S992BC502 665859104 13710.000000000000 NS USD 1800671.400000000000 0.9048562751 Long EC CORP US N 1 N N N Pfizer Inc 765LHXWGK1KXCLTFYQ30 717081103 146575.000000000000 NS USD 3772840.500000000000 1.8958919441 Long EC CORP US N 1 N N N J M Smucker Co/The 5493000WDH6A0LHDJD55 832696405 17700.000000000000 NS USD 1843986.000000000000 0.9266223161 Long EC CORP US N 1 N N N State Street Corp 549300ZFEEJ2IP5VME73 857477103 16875.000000000000 NS USD 2008462.500000000000 1.0092734834 Long EC CORP US N 1 N N N TopBuild Corp 5493007YSKHOL4RWII46 89055F103 3840.000000000000 NS USD 1737600.000000000000 0.8731622347 Long EC CORP US N 1 N N N WEC Energy Group Inc 549300IGLYTZUK3PVP70 92939U106 22000.000000000000 NS USD 2465540.000000000000 1.2389597238 Long EC CORP US N 1 N N N Target Corp 8WDDFXB5T1Z6J0XC1L66 87612E106 24335.000000000000 NS USD 2205237.700000000000 1.1081550864 Long EC CORP US N 1 N N N AbbVie Inc FR5LCKFTG8054YNNRU85 00287Y109 7770.000000000000 NS USD 1769229.000000000000 0.8890561391 Long EC CORP US N 1 N N N Adobe Inc FU4LY2G4933NH2E1CP29 00724F101 7200.000000000000 NS USD 2304936.000000000000 1.1582545284 Long EC CORP US N 1 N N N Alexandria Real Estate Equitie MGCJBT4MKTQBVLNUIS88 015271109 29900.000000000000 NS USD 1604733.000000000000 0.8063951729 Long EC CORP US N 1 N N N Alliant Energy Corp 5493009ML300G373MZ12 018802108 15500.000000000000 NS USD 1076785.000000000000 0.5410957625 Long EC CORP US N 1 N N N Amgen Inc 62QBXGPJ34PQ72Z12S66 031162100 5975.000000000000 NS USD 2064123.500000000000 1.0372437200 Long EC CORP US N 1 N N N Analog Devices Inc GYVOE5EZ4GDAVTU4CQ61 032654105 9190.000000000000 NS USD 2438474.600000000000 1.2253590763 Long EC CORP US N 1 N N N Bank of America Corp 9DJT3UXIJIZJI4WXO774 060505104 63425.000000000000 NS USD 3402751.250000000000 1.7099182122 Long EC CORP US N 1 N N N CVS Health Corp 549300EJG376EN5NQE29 126650100 42460.000000000000 NS USD 3412085.600000000000 1.7146088211 Long EC CORP US N 1 N N N Calix Inc 5299002RQRZ4SXSCSJ58 13100M509 30925.000000000000 NS USD 1709224.750000000000 0.8589033738 Long EC CORP US N 1 N N N Cheniere Energy Inc MIHC87W9WTYSYZWV1J40 16411R208 7000.000000000000 NS USD 1459220.000000000000 0.7332733633 Long EC CORP US N 1 N N N Chevron Corp N/A 166764100 12220.000000000000 NS USD 1846808.600000000000 0.9280407023 Long EC CORP US N 1 N N N Cisco Systems Inc 549300LKFJ962MZ46593 17275R102 32810.000000000000 NS USD 2524401.400000000000 1.2685381950 Long EC CORP US N 1 N N N Citigroup Inc 6SHGI4ZSSLCXXQSBB395 172967424 44650.000000000000 NS USD 4625740.000000000000 2.3244828934 Long EC CORP US N 1 N N N Citizens Financial Group Inc 2138004JDDA4ZQUPFW65 174610105 25775.000000000000 NS USD 1394427.500000000000 0.7007144521 Long EC CORP US N 1 N N N Colliers International Group I D3O8K13PHLEXXD1DT480 194693107 9625.000000000000 NS USD 1385903.750000000000 0.6964311783 Long EC CORP CA N 1 N N N Concentrix Corp 5493000EAJN1KMPVA737 20602D101 41300.000000000000 NS USD 1495473.000000000000 0.7514908763 Long EC CORP US N 1 N N N Walt Disney Co/The 549300GZKULIZ0WOW665 254687106 17550.000000000000 NS USD 1833448.500000000000 0.9213271118 Long EC CORP US N 1 N N N eBay Inc OML71K8X303XQONU6T67 278642103 28220.000000000000 NS USD 2336333.800000000000 1.1740322524 Long EC CORP US N 1 N N N Electronic Arts Inc 549300O7A67PUEYKDL45 285512109 15275.000000000000 NS USD 3086008.250000000000 1.5507515308 Long EC CORP US N 1 N N N Meta Platforms Inc BQ4BKCS1HXDV9HN80Z93 30303M102 5975.000000000000 NS USD 3871501.250000000000 1.9454700064 Long EC CORP US N 1 N N N FedEx Corp 549300E707U7WNPZN687 31428X106 6225.000000000000 NS USD 1716108.000000000000 0.8623622792 Long EC CORP US N 1 N N N Fiserv Inc GI7UBEJLXYLGR2C7GV83 337738108 20299.000000000000 NS USD 1247779.530000000000 0.6270223083 Long EC CORP US N 1 N N N GE HealthCare Technologies Inc 549300OI9J7XOWZMUN85 36266G107 24050.000000000000 NS USD 1923759.500000000000 0.9667093370 Long EC CORP US N 1 N N N Intercontinental Exchange Inc 5493000F4ZO33MV32P92 45866F104 9325.000000000000 NS USD 1466822.500000000000 0.7370936994 Long EC CORP US N 1 N N N JPMorgan Chase & Co 8I5DZWZKVSZI1NUHU748 46625H100 8970.000000000000 NS USD 2808327.600000000000 1.4112140901 Long EC CORP US N 1 N N N Johnson & Johnson 549300G0CFPGEF6X2043 478160104 11400.000000000000 NS USD 2358888.000000000000 1.1853659746 Long EC CORP US N 1 N N N Keysight Technologies Inc 549300GLKVIO8YRCYN02 49338L103 12025.000000000000 NS USD 2380348.750000000000 1.1961502267 Long EC CORP US N 1 N N N LKQ Corp DS830JTTZQN6GK0I2E41 501889208 94200.000000000000 NS USD 2796798.000000000000 1.4054203451 Long EC CORP US N 1 N N N O-I Glass Inc N/A 67098H104 172200.000000000000 NS USD 2321256.000000000000 1.1664554997 Long EC CORP US N 1 N N N PNC Financial Services Group I CFGNEKW0P8842LEUIA51 693475105 9945.000000000000 NS USD 1896710.400000000000 0.9531168804 Long EC CORP US N 1 N N N PayPal Holdings Inc 5493005X2GO78EFZ3E94 70450Y103 52685.000000000000 NS USD 3302822.650000000000 1.6597030421 Long EC CORP US N 1 N N N PepsiCo Inc FJSUNZKFNQ5YPJ5OT455 713448108 26830.000000000000 NS USD 3990694.200000000000 2.0053657146 Long EC CORP US N 1 N N N Performance Food Group Co 549300EUK8GR9IT1YK57 71377A103 26175.000000000000 NS USD 2540807.250000000000 1.2767823068 Long EC CORP US N 1 N N N Salesforce Inc RCGZFPDMRW58VJ54VR07 79466L302 7850.000000000000 NS USD 1809739.000000000000 0.9094128392 Long EC CORP US N 1 N N N Charles Schwab Corp/The 549300VSGCJ7E698NM85 808513105 32700.000000000000 NS USD 3032271.000000000000 1.5237479987 Long EC CORP US N 1 N N N Tyson Foods Inc WD6L6041MNRW1JE49D58 902494103 17025.000000000000 NS USD 988301.250000000000 0.4966317495 Long EC CORP US N 1 N N N UnitedHealth Group Inc 549300GHBMY8T5GXDE41 91324P102 13885.000000000000 NS USD 4578856.450000000000 2.3009234175 Long EC CORP US N 1 N N N Viavi Solutions Inc 5493006K3E3N1QOBF092 925550105 77735.000000000000 NS USD 1394565.900000000000 0.7007839996 Long EC CORP US N 1 N N N Viatris Inc 254900ZZTSW7NL773X71 92556V106 211792.000000000000 NS USD 2264056.480000000000 1.1377121406 Long EC CORP US N 1 N N N Visa Inc 549300JZ4OKEHW3DPJ59 92826C839 10935.000000000000 NS USD 3657101.400000000000 1.8377318318 Long EC CORP US N 1 N N N SYCAMORE PARTNERS LLC -RIGHT N/A N/A 169625.000000000000 NS USD .000000000000 0.0000000000 Long EC CORP US Y 3 N N N Kornit Digital Ltd 5299006DPCQWP3VTFK34 M6372Q113 225285.000000000000 NS USD 3003049.050000000000 1.5090636622 Long EC CORP IL N 1 N N N Bristol-Myers Squibb Co HLYYNH7UQUORYSJQCN42 110122108 39525.000000000000 NS USD 1944630.000000000000 0.9771969823 Long EC CORP US N 1 N N N Capital One Financial Corp ZUE8T73ROZOF6FLBAR73 14040H105 4474.000000000000 NS USD 980119.180000000000 0.4925201735 Long EC CORP US N 1 N N N Coherent Corp 549300O5C25A0MMHHU33 19247G107 13625.000000000000 NS USD 2238042.500000000000 1.1246398427 Long EC CORP US N 1 N N N First American Government Obli 549300R5MYM6VZF1RM44 31846V336 100000.000000000000 NS USD 100000.000000000000 0.0502510494 Long STIV RF US N 1 N N N 2025-12-22 Thompson IM Funds, Inc. /s/ Jason L. Stephens Jason L. Stephens Chief Executive Officer