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 2026-11-30 2026-02-28 N 208362639.520000000000 185000.410000000000 208177639.110000000000 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 842479.520000000000 N N/A N/A AMN Healthcare Services Inc 529900W3ARRTCNFH2I39 001744101 129300.000000000000 NS USD 2518764.000000000000 1.2099109255 Long EC CORP US N 1 N N N AbbVie Inc FR5LCKFTG8054YNNRU85 00287Y109 7770.000000000000 NS USD 1803261.600000000000 0.8662129169 Long EC CORP US N 1 N N N Alexandria Real Estate Equitie MGCJBT4MKTQBVLNUIS88 015271109 30900.000000000000 NS USD 1669836.000000000000 0.8021207307 Long EC CORP US N 1 N N N Alliant Energy Corp 5493009ML300G373MZ12 018802108 15500.000000000000 NS USD 1121270.000000000000 0.5386121222 Long EC CORP US N 1 N N N Analog Devices Inc GYVOE5EZ4GDAVTU4CQ61 032654105 9190.000000000000 NS USD 3269710.100000000000 1.5706346339 Long EC CORP US N 1 N N N Apple Inc HWUPKR0MPOU8FGXBT394 037833100 22370.000000000000 NS USD 5909706.600000000000 2.8387806804 Long EC CORP US N 1 N N N Bank of America Corp 9DJT3UXIJIZJI4WXO774 060505104 63425.000000000000 NS USD 3160467.750000000000 1.5181590893 Long EC CORP US N 1 N N N Boeing Co/The RVHJWBXLJ1RFUBSY1F30 097023105 9550.000000000000 NS USD 2172911.500000000000 1.0437775687 Long EC CORP US N 1 N N N Bristol-Myers Squibb Co HLYYNH7UQUORYSJQCN42 110122108 39525.000000000000 NS USD 2465174.250000000000 1.1841686074 Long EC CORP US N 1 N N N Cigna Group/The 549300VIWYMSIGT1U456 125523100 7700.000000000000 NS USD 2231614.000000000000 1.0719758421 Long EC CORP US N 1 N N N CVS Health Corp 549300EJG376EN5NQE29 126650100 42460.000000000000 NS USD 3392554.000000000000 1.6296438054 Long EC CORP US N 1 N N N Calix Inc 5299002RQRZ4SXSCSJ58 13100M509 30925.000000000000 NS USD 1600987.250000000000 0.7690486148 Long EC CORP US N 1 N N N Capital One Financial Corp ZUE8T73ROZOF6FLBAR73 14040H105 4474.000000000000 NS USD 875293.360000000000 0.4204550324 Long EC CORP US N 1 N N N Cheniere Energy Inc MIHC87W9WTYSYZWV1J40 16411R208 7000.000000000000 NS USD 1650110.000000000000 0.7926451693 Long EC CORP US N 1 N N N Chevron Corp N/A 166764100 12220.000000000000 NS USD 2282207.200000000000 1.0962787405 Long EC CORP US N 1 N N N Chewy Inc 254900NPQSTG9I422879 16679L109 77600.000000000000 NS USD 2127792.000000000000 1.0221040113 Long EC CORP US N 1 N N N Cisco Systems Inc 549300LKFJ962MZ46593 17275R102 32810.000000000000 NS USD 2607082.600000000000 1.2523355588 Long EC CORP US N 1 N N N Citizens Financial Group Inc 2138004JDDA4ZQUPFW65 174610105 25775.000000000000 NS USD 1551397.250000000000 0.7452276126 Long EC CORP US N 1 N N N Clorox Co/The 54930044KVSC06Z79I06 189054109 20700.000000000000 NS USD 2632212.000000000000 1.2644066919 Long EC CORP US N 1 N N N Coherent Corp 549300O5C25A0MMHHU33 19247G107 8225.000000000000 NS USD 2129699.250000000000 1.0230201760 Long EC CORP US N 1 N N N Colliers International Group I D3O8K13PHLEXXD1DT480 194693107 9625.000000000000 NS USD 1142776.250000000000 0.5489428427 Long EC CORP CA N 1 N N N Concentrix Corp 5493000EAJN1KMPVA737 20602D101 55125.000000000000 NS USD 1808100.000000000000 0.8685370858 Long EC CORP US N 1 N N N Walt Disney Co/The 549300GZKULIZ0WOW665 254687106 17550.000000000000 NS USD 1861002.000000000000 0.8939490370 Long EC CORP US N 1 N N N Exxon Mobil Corp J3WHBG0MTS7O8ZVMDC91 30231G102 17170.000000000000 NS USD 2618425.000000000000 1.2577839826 Long EC CORP US N 1 N N N FedEx Corp 549300E707U7WNPZN687 31428X106 6225.000000000000 NS USD 2409075.000000000000 1.1572208285 Long EC CORP US N 1 N N N First American Government Obli 549300R5MYM6VZF1RM44 31846V336 100000.000000000000 NS USD 100000.000000000000 0.0480358988 Long STIV RF US N 1 N N N Fiserv Inc GI7UBEJLXYLGR2C7GV83 337738108 30299.000000000000 NS USD 1887324.710000000000 0.9065933873 Long EC CORP US N 1 N N N GE HealthCare Technologies Inc 549300OI9J7XOWZMUN85 36266G107 24050.000000000000 NS USD 2026693.500000000000 0.9735404382 Long EC CORP US N 1 N N N Intercontinental Exchange Inc 5493000F4ZO33MV32P92 45866F104 9325.000000000000 NS USD 1530512.250000000000 0.7351953152 Long EC CORP US N 1 N N N Intuit Inc VI90HBPH7XSFMB9E4M29 461202103 5800.000000000000 NS USD 2372374.000000000000 1.1395911733 Long EC CORP US N 1 N N N JPMorgan Chase & Co 8I5DZWZKVSZI1NUHU748 46625H100 8970.000000000000 NS USD 2693691.000000000000 1.2939386821 Long EC CORP US N 1 N N N LKQ Corp DS830JTTZQN6GK0I2E41 501889208 94200.000000000000 NS USD 3118962.000000000000 1.4982214292 Long EC CORP US N 1 N N N Merck & Co Inc 4YV9Y5M8S0BRK1RP0397 58933Y105 21600.000000000000 NS USD 2674512.000000000000 1.2847258771 Long EC CORP US N 1 N N N Microchip Technology Inc 5493007PTFULNYZJ1R12 595017104 34900.000000000000 NS USD 2604936.000000000000 1.2513044202 Long EC CORP US N 1 N N N Flagstar Bank NA SS1TRMSN6BRNMOREEV51 649445400 118800.000000000000 NS USD 1507572.000000000000 0.7241757599 Long EC CORP US N 1 N N N Northern Trust Corp 549300GLF98S992BC502 665859104 13710.000000000000 NS USD 1961763.900000000000 0.9423509213 Long EC CORP US N 1 N N N Oracle Corp 1Z4GXXU7ZHVWFCD8TV52 68389X105 9075.000000000000 NS USD 1319505.000000000000 0.6338360862 Long EC CORP US N 1 N N N PayPal Holdings Inc 5493005X2GO78EFZ3E94 70450Y103 78785.000000000000 NS USD 3640654.850000000000 1.7488212786 Long EC CORP US N 1 N N N PepsiCo Inc FJSUNZKFNQ5YPJ5OT455 713448108 25130.000000000000 NS USD 4265566.200000000000 2.0490030621 Long EC CORP US N 1 N N N S&P Global Inc Y6X4K52KMJMZE7I7MY94 78409V104 2500.000000000000 NS USD 1104700.000000000000 0.5306525738 Long EC CORP US N 1 N N N Salesforce Inc RCGZFPDMRW58VJ54VR07 79466L302 11175.000000000000 NS USD 2176778.250000000000 1.0456349968 Long EC CORP US N 1 N N N Charles Schwab Corp/The 549300VSGCJ7E698NM85 808513105 38150.000000000000 NS USD 3631880.000000000000 1.7446062005 Long EC CORP US N 1 N N N State Street Corp 549300ZFEEJ2IP5VME73 857477103 15575.000000000000 NS USD 2003256.500000000000 0.9622822646 Long EC CORP US N 1 N N N Warner Bros Discovery Inc 5493006ZCRFWKF6B1K26 934423104 216190.000000000000 NS USD 6090072.300000000000 2.9254209655 Long EC CORP US N 1 N N N Kornit Digital Ltd 5299006DPCQWP3VTFK34 M6372Q113 241160.000000000000 NS USD 3687336.400000000000 1.7712451807 Long EC CORP IL N 1 N N N NXP Semiconductors NV 724500M9BY5293JDF951 N6596X109 14330.000000000000 NS USD 3253053.300000000000 1.5626333904 Long EC CORP NL N 1 N N N Adobe Inc FU4LY2G4933NH2E1CP29 00724F101 7200.000000000000 NS USD 1889352.000000000000 0.9075672143 Long EC CORP US N 1 N N N Alphabet Inc 5493006MHB84DD0ZWV18 02079K305 45050.000000000000 NS USD 14044788.000000000000 6.7465401472 Long EC CORP US N 1 N N N Citigroup Inc 6SHGI4ZSSLCXXQSBB395 172967424 43800.000000000000 NS USD 4826322.000000000000 2.3183671506 Long EC CORP US N 1 N N N eBay Inc OML71K8X303XQONU6T67 278642103 28220.000000000000 NS USD 2564069.200000000000 1.2316736855 Long EC CORP US N 1 N N N Meta Platforms Inc BQ4BKCS1HXDV9HN80Z93 30303M102 5975.000000000000 NS USD 3872875.500000000000 1.8603705550 Long EC CORP US N 1 N N N Freeport-McMoRan Inc 549300IRDTHJQ1PVET45 35671D857 33775.000000000000 NS USD 2299402.000000000000 1.1045384172 Long EC CORP US N 1 N N N HCA Healthcare Inc 529900PH4ZGUH2MNEU89 40412C101 4525.000000000000 NS USD 2396892.500000000000 1.1513688551 Long EC CORP US N 1 N N N Infineon Technologies AG TSI2PJM6EPETEQ4X1U25 45662N103 56775.000000000000 NS USD 3066985.500000000000 1.4732540503 Long EC CORP DE N 1 N N N O-I Glass Inc N/A 67098H104 172200.000000000000 NS USD 2307480.000000000000 1.1084187571 Long EC CORP US N 1 N N N PNC Financial Services Group I CFGNEKW0P8842LEUIA51 693475105 9945.000000000000 NS USD 2111820.750000000000 1.0144320778 Long EC CORP US N 1 N N N Pfizer Inc 765LHXWGK1KXCLTFYQ30 717081103 159700.000000000000 NS USD 4415705.000000000000 2.1211235841 Long EC CORP US N 1 N N N Procter & Gamble Co/The 2572IBTT8CCZW6AU4141 742718109 14800.000000000000 NS USD 2474560.000000000000 1.1886771368 Long EC CORP US N 1 N N N J M Smucker Co/The 5493000WDH6A0LHDJD55 832696405 17700.000000000000 NS USD 2052315.000000000000 0.9858479560 Long EC CORP US N 1 N N N Target Corp 8WDDFXB5T1Z6J0XC1L66 87612E106 29660.000000000000 NS USD 3375011.400000000000 1.6212170598 Long EC CORP US N 1 N N N TopBuild Corp 5493007YSKHOL4RWII46 89055F103 3840.000000000000 NS USD 1721472.000000000000 0.8269245474 Long EC CORP US N 1 N N N UnitedHealth Group Inc 549300GHBMY8T5GXDE41 91324P102 13885.000000000000 NS USD 4072053.950000000000 1.9560477136 Long EC CORP US N 1 N N N Viavi Solutions Inc 5493006K3E3N1QOBF092 925550105 37660.000000000000 NS USD 1118878.600000000000 0.5374633917 Long EC CORP US N 1 N N N Viatris Inc 254900ZZTSW7NL773X71 92556V106 211792.000000000000 NS USD 3162054.560000000000 1.5189213277 Long EC CORP US N 1 N N N Visa Inc 549300JZ4OKEHW3DPJ59 92826C839 10935.000000000000 NS USD 3500730.900000000000 1.6816075516 Long EC CORP US N 1 N N N WEC Energy Group Inc 549300IGLYTZUK3PVP70 92939U106 22000.000000000000 NS USD 2573120.000000000000 1.2360213186 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 HealthEquity Inc 529900LRJU1RAFQHM467 42226A107 13100.000000000000 NS USD 1002019.000000000000 0.4813288326 Long EC CORP US N 1 N N N Johnson & Johnson 549300G0CFPGEF6X2043 478160104 11400.000000000000 NS USD 2832102.000000000000 1.3604256500 Long EC CORP US N 1 N N N Marvell Technology Inc 254900WVU0BM7ZCJ9E93 573874104 21500.000000000000 NS USD 1756335.000000000000 0.8436713028 Long EC CORP US N 1 N N N Netflix Inc 549300Y7VHGU0I7CE873 64110L106 13200.000000000000 NS USD 1270368.000000000000 0.6102326866 Long EC CORP US N 1 N N N Amgen Inc 62QBXGPJ34PQ72Z12S66 031162100 5975.000000000000 NS USD 2319256.000000000000 1.1140754645 Long EC CORP US N 1 N N N Keysight Technologies Inc 549300GLKVIO8YRCYN02 49338L103 9150.000000000000 NS USD 2812069.500000000000 1.3508028586 Long EC CORP US N 1 N N N Kimberly-Clark Corp MP3J6QPYPGN75NVW2S34 494368103 21168.000000000000 NS USD 2358961.920000000000 1.1331485601 Long EC CORP US N 1 N N N Lumentum Holdings Inc 549300JLWRRC38DWEF52 55024U109 1425.000000000000 NS USD 998796.750000000000 0.4797809958 Long EC CORP US N 1 N N N Microsoft Corp INR2EJN1ERAN0W5ZP974 594918104 17786.000000000000 NS USD 6985273.640000000000 3.3554389750 Long EC CORP US N 1 N N N Performance Food Group Co 549300EUK8GR9IT1YK57 71377A103 26175.000000000000 NS USD 2540545.500000000000 1.2203738648 Long EC CORP US N 1 N N N QUALCOMM Inc H1J8DDZKZP6H7RWC0H53 747525103 26930.000000000000 NS USD 3833754.800000000000 1.8415785751 Long EC CORP US N 1 N N N 2026-03-30 Thompson IM Funds, Inc. /s/ Jason L. Stephens Jason L. Stephens Chief Executive Officer XXXX