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 2026-08-31 N 231206159.480000000000 202348.000000000000 231003811.480000000000 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 1543451.940000000000 N N/A N/A Analog Devices Inc GYVOE5EZ4GDAVTU4CQ61 032654105 7690.000000000000 NS USD 2784856.600000000000 1.2055457363 Long EC CORP US N 1 N N N Boeing Co/The RVHJWBXLJ1RFUBSY1F30 097023105 9550.000000000000 NS USD 1984299.000000000000 0.8589897228 Long EC CORP US N 1 N N N Citizens Financial Group Inc 2138004JDDA4ZQUPFW65 174610105 21775.000000000000 NS USD 1499644.250000000000 0.6491859335 Long EC CORP US N 1 N N N First American Government Obli 549300R5MYM6VZF1RM44 31846V336 100000.000000000000 NS USD 100000.000000000000 0.0432893290 Long STIV RF US N 1 N N N Fiserv Inc GI7UBEJLXYLGR2C7GV83 337738108 43449.000000000000 NS USD 2316266.190000000000 1.0026960920 Long EC CORP US N 1 N N N PNC Financial Services Group I CFGNEKW0P8842LEUIA51 693475105 9945.000000000000 NS USD 2383120.350000000000 1.0316368093 Long EC CORP US N 1 N N N Performance Food Group Co 549300EUK8GR9IT1YK57 71377A103 26175.000000000000 NS USD 2595774.750000000000 1.1236934721 Long EC CORP US N 1 N N N Procter & Gamble Co/The 2572IBTT8CCZW6AU4141 742718109 15900.000000000000 NS USD 2307408.000000000000 0.9988614410 Long EC CORP US N 1 N N N S&P Global Inc Y6X4K52KMJMZE7I7MY94 78409V104 2500.000000000000 NS USD 1089600.000000000000 0.4716805290 Long EC CORP US N 1 N N N AMN Healthcare Services Inc 529900W3ARRTCNFH2I39 001744101 116800.000000000000 NS USD 4003904.000000000000 1.7332631762 Long EC CORP US N 1 N N N Abbott Laboratories HQD377W2YR662HK5JX27 002824100 12500.000000000000 NS USD 1379500.000000000000 0.5971762938 Long EC CORP US N 1 N N N Adobe Inc FU4LY2G4933NH2E1CP29 00724F101 11100.000000000000 NS USD 3249969.000000000000 1.4068897735 Long EC CORP US N 1 N N N Cigna Group/The 549300VIWYMSIGT1U456 125523100 7700.000000000000 NS USD 2125816.000000000000 0.9202514826 Long EC CORP US N 1 N N N Calix Inc 5299002RQRZ4SXSCSJ58 13100M509 60925.000000000000 NS USD 2322461.000000000000 1.0053777836 Long EC CORP US N 1 N N N Cheniere Energy Inc MIHC87W9WTYSYZWV1J40 16411R208 7000.000000000000 NS USD 2041830.000000000000 0.8838945067 Long EC CORP US N 1 N N N Chewy Inc 254900NPQSTG9I422879 16679L109 176325.000000000000 NS USD 4196535.000000000000 1.8166518436 Long EC CORP US N 1 N N N Cisco Systems Inc 549300LKFJ962MZ46593 17275R102 23835.000000000000 NS USD 2633529.150000000000 1.1400370986 Long EC CORP US N 1 N N N Clorox Co/The 54930044KVSC06Z79I06 189054109 24925.000000000000 NS USD 2434674.000000000000 1.0539540384 Long EC CORP US N 1 N N N eBay Inc OML71K8X303XQONU6T67 278642103 28220.000000000000 NS USD 2922463.200000000000 1.2651147101 Long EC CORP US N 1 N N N ExxonMobil Holdings Corp J3WHBG0MTS7O8ZVMDC91 30233Q108 14770.000000000000 NS USD 2377231.500000000000 1.0290875656 Long EC CORP US N 1 N N N GE HealthCare Technologies Inc 549300OI9J7XOWZMUN85 36266G107 24050.000000000000 NS USD 1713081.500000000000 0.7415814869 Long EC CORP US N 1 N N N HCA Healthcare Inc 529900PH4ZGUH2MNEU89 40412C101 5625.000000000000 NS USD 2331281.250000000000 1.0091960107 Long EC CORP US N 1 N N N Intercontinental Exchange Inc 5493000F4ZO33MV32P92 45866F104 23500.000000000000 NS USD 3776450.000000000000 1.6347998658 Long EC CORP US N 1 N N N Intuit Inc VI90HBPH7XSFMB9E4M29 461202103 10675.000000000000 NS USD 3835527.500000000000 1.6603741191 Long EC CORP US N 1 N N N Lumentum Holdings Inc 549300JLWRRC38DWEF52 55024U109 1075.000000000000 NS USD 983367.000000000000 0.4256929761 Long EC CORP US N 1 N N N Microchip Technology Inc 5493007PTFULNYZJ1R12 595017104 34900.000000000000 NS USD 2563405.000000000000 1.1096808246 Long EC CORP US N 1 N N N Netflix Inc 549300Y7VHGU0I7CE873 64110L106 37450.000000000000 NS USD 3035322.500000000000 1.3139707438 Long EC CORP US N 1 N N N PayPal Holdings Inc 5493005X2GO78EFZ3E94 70450Y103 85385.000000000000 NS USD 4496801.030000000000 1.9466349932 Long EC CORP US N 1 N N N Everpure Inc 549300NPDB0BZTK3WO90 74624M102 22800.000000000000 NS USD 2119260.000000000000 0.9174134342 Long EC CORP US N 1 N N N Charles Schwab Corp/The 549300VSGCJ7E698NM85 808513105 40425.000000000000 NS USD 4439473.500000000000 1.9218182902 Long EC CORP US N 1 N N N Visa Inc 549300JZ4OKEHW3DPJ59 92826C839 10935.000000000000 NS USD 4148410.950000000000 1.7958192652 Long EC CORP US N 1 N N N WEC Energy Group Inc 549300IGLYTZUK3PVP70 92939U106 22000.000000000000 NS USD 2335740.000000000000 1.0111261736 Long EC CORP US N 1 N N N Kornit Digital Ltd 5299006DPCQWP3VTFK34 M6372Q113 241160.000000000000 NS USD 4061134.400000000000 1.7580378324 Long EC CORP IL N 1 N N N NXP Semiconductors NV 724500M9BY5293JDF951 N6596X109 14330.000000000000 NS USD 3219091.200000000000 1.3935229810 Long EC CORP NL N 1 N N N Target Corp 8WDDFXB5T1Z6J0XC1L66 87612E106 23110.000000000000 NS USD 3717936.800000000000 1.6094698941 Long EC CORP US N 1 N N N Viavi Solutions Inc 5493006K3E3N1QOBF092 925550105 20110.000000000000 NS USD 729791.900000000000 0.3159220168 Long EC CORP US N 1 N N N Meta Platforms Inc BQ4BKCS1HXDV9HN80Z93 30303M102 6675.000000000000 NS USD 3820369.500000000000 1.6538123226 Long EC CORP US N 1 N N N Infineon Technologies AG TSI2PJM6EPETEQ4X1U25 45662N103 22675.000000000000 NS USD 1483171.750000000000 0.6420550988 Long EC CORP DE N 1 N N N Keysight Technologies Inc 549300GLKVIO8YRCYN02 49338L103 4600.000000000000 NS USD 1484420.000000000000 0.6425954578 Long EC CORP US N 1 N N N Northern Trust Corp 549300GLF98S992BC502 665859104 6460.000000000000 NS USD 1198717.600000000000 0.5189168059 Long EC CORP US N 1 N N N Pfizer Inc 765LHXWGK1KXCLTFYQ30 717081103 159700.000000000000 NS USD 4545062.000000000000 1.9675268433 Long EC CORP US N 1 N N N Salesforce Inc RCGZFPDMRW58VJ54VR07 79466L302 9225.000000000000 NS USD 2375806.500000000000 1.0284706927 Long EC CORP US N 1 N N N AbbVie Inc FR5LCKFTG8054YNNRU85 00287Y109 10270.000000000000 NS USD 2633433.400000000000 1.1399956490 Long EC CORP US N 1 N N N Alexandria Real Estate Equitie MGCJBT4MKTQBVLNUIS88 015271109 57525.000000000000 NS USD 2950457.250000000000 1.2772331465 Long EC CORP US N 1 N N N Alliant Energy Corp 5493009ML300G373MZ12 018802108 15500.000000000000 NS USD 1053690.000000000000 0.4561353309 Long EC CORP US N 1 N N N Alphabet Inc 5493006MHB84DD0ZWV18 02079K305 36900.000000000000 NS USD 12522015.000000000000 5.4206962733 Long EC CORP US N 1 N N N Amgen Inc 62QBXGPJ34PQ72Z12S66 031162100 5975.000000000000 NS USD 2568533.000000000000 1.1119007014 Long EC CORP US N 1 N N N Apple Inc HWUPKR0MPOU8FGXBT394 037833100 22370.000000000000 NS USD 7087934.500000000000 3.0683192864 Long EC CORP US N 1 N N N Bank of America Corp 9DJT3UXIJIZJI4WXO774 060505104 61425.000000000000 NS USD 3804664.500000000000 1.6470137335 Long EC CORP US N 1 N N N CVS Health Corp 549300EJG376EN5NQE29 126650100 40460.000000000000 NS USD 3799598.600000000000 1.6448207394 Long EC CORP US N 1 N N N Capital One Financial Corp ZUE8T73ROZOF6FLBAR73 14040H105 5374.000000000000 NS USD 1152776.740000000000 0.4990293158 Long EC CORP US N 1 N N N Chevron Corp N/A 166764100 11670.000000000000 NS USD 2405653.800000000000 1.0413913886 Long EC CORP US N 1 N N N Citigroup Inc 6SHGI4ZSSLCXXQSBB395 172967424 37000.000000000000 NS USD 4869940.000000000000 2.1081643497 Long EC CORP US N 1 N N N Coherent Corp 549300O5C25A0MMHHU33 19247G107 2725.000000000000 NS USD 757086.750000000000 0.3277377742 Long EC CORP US N 1 N N N Colliers International Group I D3O8K13PHLEXXD1DT480 194693107 9625.000000000000 NS USD 968852.500000000000 0.4194097464 Long EC CORP CA N 1 N N N Concentrix Corp 5493000EAJN1KMPVA737 20602D101 128850.000000000000 NS USD 3878385.000000000000 1.6789268433 Long EC CORP US N 1 N N N Walt Disney Co/The 549300GZKULIZ0WOW665 254687106 22050.000000000000 NS USD 2371477.500000000000 1.0265966976 Long EC CORP US N 1 N N N FedEx Corp 549300E707U7WNPZN687 31428X106 6225.000000000000 NS USD 2038065.000000000000 0.8822646635 Long EC CORP US N 1 N N N Fedex Freight Holding Co Inc 984500Y1DA5A58ICE336 314352105 2012.000000000000 NS USD 269084.880000000000 0.1164850390 Long EC CORP US N 1 N N N Freeport-McMoRan Inc 549300IRDTHJQ1PVET45 35671D857 33775.000000000000 NS USD 2558118.500000000000 1.1073923342 Long EC CORP US N 1 N N N HealthEquity Inc 529900LRJU1RAFQHM467 42226A107 13100.000000000000 NS USD 1264674.000000000000 0.5474688889 Long EC CORP US N 1 N N N JPMorgan Chase & Co 8I5DZWZKVSZI1NUHU748 46625H100 8970.000000000000 NS USD 3193499.400000000000 1.3824444625 Long EC CORP US N 1 N N N Johnson & Johnson 549300G0CFPGEF6X2043 478160104 11400.000000000000 NS USD 3030690.000000000000 1.3119653657 Long EC CORP US N 1 N N N Kimberly-Clark Corp MP3J6QPYPGN75NVW2S34 494368103 23858.000000000000 NS USD 2575471.100000000000 1.1149041583 Long EC CORP US N 1 N N N LKQ Corp DS830JTTZQN6GK0I2E41 501889208 177550.000000000000 NS USD 4456505.000000000000 1.9291911122 Long EC CORP US N 1 N N N Marvell Technology Inc 254900WVU0BM7ZCJ9E93 573874104 6225.000000000000 NS USD 1317583.500000000000 0.5703730564 Long EC CORP US N 1 N N N Merck & Co Inc 4YV9Y5M8S0BRK1RP0397 58933Y105 21600.000000000000 NS USD 3191616.000000000000 1.3816291513 Long EC CORP US N 1 N N N Microsoft Corp INR2EJN1ERAN0W5ZP974 594918104 23986.000000000000 NS USD 12167857.940000000000 5.2673840583 Long EC CORP US N 1 N N N Flagstar Bank NA SS1TRMSN6BRNMOREEV51 649445400 130125.000000000000 NS USD 1731963.750000000000 0.7497554862 Long EC CORP US N 1 N N N O-I Glass Inc N/A 67098H104 625625.000000000000 NS USD 4548293.750000000000 1.9689258462 Long EC CORP US N 1 N N N Oracle Corp 1Z4GXXU7ZHVWFCD8TV52 68389X105 11075.000000000000 NS USD 1651504.000000000000 0.7149250003 Long EC CORP US N 1 N N N PepsiCo Inc FJSUNZKFNQ5YPJ5OT455 713448108 31430.000000000000 NS USD 4410886.200000000000 1.9094430398 Long EC CORP US N 1 N N N Pool Corp 5493005VZK1KMN6CO617 73278L105 6100.000000000000 NS USD 1137772.000000000000 0.4925338646 Long EC CORP US N 1 N N N QUALCOMM Inc H1J8DDZKZP6H7RWC0H53 747525103 18555.000000000000 NS USD 3163256.400000000000 1.3693524707 Long EC CORP US N 1 N N N J M Smucker Co/The 5493000WDH6A0LHDJD55 832696405 22350.000000000000 NS USD 2931426.000000000000 1.2689946461 Long EC CORP US N 1 N N N State Street Corp 549300ZFEEJ2IP5VME73 857477103 12800.000000000000 NS USD 2449664.000000000000 1.0604431088 Long EC CORP US N 1 N N N UnitedHealth Group Inc 549300GHBMY8T5GXDE41 91324P102 7760.000000000000 NS USD 3021821.600000000000 1.3081262948 Long EC CORP US N 1 N N N Viatris Inc 254900ZZTSW7NL773X71 92556V106 211792.000000000000 NS USD 3496685.920000000000 1.5136918727 Long EC CORP US N 1 N N N Workday Inc 549300J0DYC0N31V7G13 98138H101 13700.000000000000 NS USD 2705065.000000000000 1.1710044881 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 2026-09-29 Thompson IM Funds, Inc. /s/ Jason L. Stephens Jason L. Stephens Chief Executive Officer XXXX