13F-HR 1 a13f601.txt QUARTERLY HOLDINGS SEC13F.LNS THOMPSON, PLUMB & ASSOCIATES INC. FORM 13F SUMMARY PAGE AS OF DATE: 06/30/01 REPORT SUMMARY: NUMBER OF OTHER INCLUDED MANAGERS: 0 FORM 13F INFORMATION TABLE ENTRY TOTAL: 197 FORM 13F INFORMATION TABLE VALUE TOTAL: $913,440,000 LIST OF OTHER INCLUDED MANAGERS: NO. 13F FILE NUMBER NAME THOMPSON, PLUMB & ASSOCIATES INC. FORM 13F INFORMATION TABLE AS OF DATE: 06/30/01 VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ABBOTT LABS COM 002824100 10246 213414 SH SOLE 0 190414 23000 ACXIOM CORP COM 005125109 16800 1283458 SH DEFINED 0 887058 396400 ADC TELECOMMUNICATIONS INC COM 000886101 1420 215200 SH SOLE 0 215200 0 ADVANCED LIGHTING TECHS COM 00753C102 106 24067 SH SOLE 0 24067 0 AEGON NV ORD AMER REG FOREIGN COMMON S 007924103 511 17992 SH SOLE 0 17992 0 AFFILIATED COMPUTER SVCS-A COM 008190100 1057 14700 SH SOLE 0 14700 0 AGERE SYSTEMS INC-A COM 00845V100 75 10000 SH SOLE 0 10000 0 ALBERTSONS INC COM 013104104 250 8350 SH SOLE 0 8350 0 ALLSTATE CORP COM 020002101 674 15323 SH SOLE 0 15323 0 ALLTEL CORP COM 020039103 1438 23474 SH SOLE 0 23474 0 AMERICAN EXPRESS CO COM 025816109 712 18355 SH SOLE 0 18355 0 AMERICAN HOME PRODS CORP COM 026609107 8425 144161 SH DEFINED 0 111061 33100 AMERICAN INTL GROUP INC COM 026874107 235 2736 SH SOLE 0 2736 0 AMERICAN POWER CONVERSION COM 029066107 7496 475917 SH DEFINED 0 345917 130000 AMERICAN RE CAPITAL 8.500% PFD PREFERRED STOCKS 029162203 251 10000 SH SOLE 0 10000 0 AMERISOURCE HEALTH CORP-CL A COM 03071P102 6830 123500 SH DEFINED 0 95000 28500 AMGEN INC COM 031162100 229 3770 SH SOLE 0 3770 0 ANCHOR BANCORP WIS INC COM 032839102 19408 1220652 SH DEFINED 0 1123552 97100 APOGENT TECHNOLOGIES COM 03760A101 8972 364717 SH SOLE 0 274717 90000 ASSOCIATED BANCORP COM 045487105 5406 150202 SH DEFINED 0 123202 27000 AT & T CORP. COM 001957109 408 18548 SH SOLE 0 18548 0 AT&T CORP LIBERTY MEDIA CL A COM 001957208 1189 67975 SH SOLE 0 67975 0 AUTOMATIC DATA PROCESSING COM 053015103 566 11382 SH SOLE 0 11382 0 AUTOZONE INC COM 053332102 6188 165017 SH SOLE 0 129717 35300 BANK OF AMERICA COM 060505104 14125 235292 SH DEFINED 0 181292 54000 BANK ONE CORP COM 06423A103 558 15585 SH SOLE 0 15585 0 BELLSOUTH CORP COM 079860102 1059 26294 SH SOLE 0 26294 0 BEMIS COMPANY COM 081437105 3402 84700 SH SOLE 0 84400 300 BERKSHIRE HATHAWAY INC-CL B COM 084670207 6355 2763 SH SOLE 0 763 2000 BLOCK H & R INC COM 093671105 323 10000 SH SOLE 0 10000 0 BLYTH INC COM 09643P108 2275 88500 SH SOLE 0 20500 68000 BOEING CO COM 097023105 2357 42388 SH SOLE 0 42388 0 BOSTON SCIENTIFIC CORP COM 101137107 1333 78406 SH SOLE 0 8406 70000 BP PLC ADR FOREIGN COMMON S 055622104 7982 160127 SH DEFINED 0 116127 44000 BRISTOL MYERS SQUIBB CO COM 110122108 13209 252560 SH DEFINED 0 172360 80200 CADENCE DESIGN SYS INC COM 127387108 4323 232033 SH SOLE 0 132033 100000 CATALINA MARKETING CORP COM 148867104 3309 108450 SH SOLE 0 52450 56000 CDI CORP COM 125071100 212 12500 SH SOLE 0 12500 0 CEDAR FAIR L P COM 150185106 627 27550 SH SOLE 0 27550 0 CHEVRON CORP COM 166751107 13708 151465 SH DEFINED 0 108065 43400 CHIEFTAIN INTL FUNDING $1.8125 CONVERTIBLE PREF 168672202 452 12600 SH SOLE 0 12600 0 CHIEFTAIN INTL INC COM 16867C101 532 18500 SH SOLE 0 18500 0 CHORUS COMMUNICATIONS GROUP COM 170407100 645 18619 SH SOLE 0 18619 0 CHROMAVISION MEDICAL SYSTEMS COM 17111P104 181 36100 SH SOLE 0 26100 10000 CINCINNATI FINANCIAL CORP COM 172062101 11131 281791 SH DEFINED 0 156791 125000 CIRCUIT CITY STORES INC COM 172737108 3193 177400 SH SOLE 0 27400 150000 CISCO SYSTEMS INC COM 17275R102 996 54722 SH SOLE 0 54722 0 CITIGROUP INC. COM 172967101 8444 159797 SH SOLE 0 159797 0 CLEAR CHANNEL COMMUNICATIONS COM 184502102 7650 122017 SH SOLE 0 72017 50000 CNA FINL CORP COM 126117100 241 6100 SH SOLE 0 6100 0 COCA COLA CO COM 191216100 6888 153073 SH SOLE 0 103073 50000 THOMPSON, PLUMB & ASSOCIATES INC. FORM 13F INFORMATION TABLE AS OF DATE: 06/30/01 VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- COLGATE PALMOLIVE CO COM 194162103 3149 53380 SH SOLE 0 52980 400 COMCAST CORP SPECIAL CL A COM 200300200 250 5750 SH SOLE 0 5750 0 COMPAQ COMPUTER CORP COM COM 204493100 3057 197359 SH SOLE 0 67359 130000 COMPUTER SCIENCES CORP COM 205363104 5979 172800 SH SOLE 0 116800 56000 CONAGRA CAPTL LC PFD 9.350% SE PREFERRED STOCKS 20588V406 305 12000 SH SOLE 0 12000 0 CONAGRA FOODS INC COM 205887102 978 49375 SH SOLE 0 19375 30000 CONCORD EFS INC COM 206197105 7223 138879 SH SOLE 0 138479 400 CONSECO INC COM COM 208464107 3743 270267 SH SOLE 0 10267 260000 CVS CORP COM COM 126650100 7307 189300 SH DEFINED 0 120300 69000 DELL COMPUTER CORP COM 247025109 552 21100 SH SOLE 0 21100 0 DENTSPLY INTL INC NEW COM 249030107 860 19400 SH SOLE 0 19400 0 DEVON ENERGY CORP NEW COM 25179M103 478 9100 SH SOLE 0 9100 0 DISNEY WALT PRODTNS COM 254687106 1178 40771 SH SOLE 0 40771 0 DST SYSTEMS INC DEL COM 233326107 242 4600 SH SOLE 0 4600 0 DU PONT E I DE NEMOURS CO COM 263534109 1941 40235 SH SOLE 0 18235 22000 ELECTRONICS FOR IMAGING INC CO COM 286082102 3828 129750 SH SOLE 0 107750 22000 EMC CORP/MASS COM 268648102 989 34036 SH SOLE 0 34036 0 EMERSON ELEC CO COM 291011104 6827 112847 SH SOLE 0 112847 0 ENRON CORP COM 293561106 518 10567 SH SOLE 0 10567 0 EPLUS INC COM 294268107 233 22150 SH SOLE 0 22150 0 EQUIFAX INC COM COM 294429105 6634 180851 SH DEFINED 0 139851 41000 EXXON MOBIL CORPORATION COM 30231G102 28835 660211 SH DEFINED 0 581211 79000 E*TRADE GROUP INC COM 269246104 1683 260900 SH SOLE 0 90900 170000 FANNIE MAE COM 313586109 18803 220819 SH DEFINED 0 203119 17700 FASTENAL CO COM 311900104 9163 147841 SH DEFINED 0 111141 36700 FIBERMARK INC COM 315646109 3793 286250 SH DEFINED 0 223250 63000 FIRST FED CAP CORP COM COM 319960100 616 38000 SH SOLE 0 38000 0 FIRST UNION CORP (N.C.) COM 337358105 1138 32584 SH SOLE 0 584 32000 FREDDIE MAC COM 313400301 4627 66100 SH SOLE 0 66100 0 G A P INC COM 364760108 1100 37937 SH SOLE 0 37937 0 G & K SERVICES INC -CL A COM 361268105 358 13300 SH SOLE 0 13300 0 GALILEO INTERNATIONAL INC COM 363547100 5059 155667 SH SOLE 0 95667 60000 GANNETT CO COM 364730101 1876 28460 SH SOLE 0 6460 22000 GENERAL ELEC CO COM 369604103 24235 497121 SH DEFINED 0 494721 2400 GENERAL MILLS INC COM 370334104 3041 69455 SH SOLE 0 69155 300 GENUINE PARTS CO COM COM 372460105 3182 101000 SH SOLE 0 76000 25000 GENZYME CORP GENL DIVISION COM 372917104 244 4000 SH SOLE 0 4000 0 GEORGIA PAC CORP COM 373298108 266 7856 SH SOLE 0 7856 0 GILLETTE CO COM 375766102 10645 367183 SH DEFINED 0 263083 104100 GUIDANT CORP COM COM 401698105 4829 134150 SH DEFINED 0 71850 62300 HALLIBURTON COMPANY COM 406216101 5474 153750 SH DEFINED 0 133750 20000 HARLEY DAVIDSON INC COM COM 412822108 203 4302 SH SOLE 0 4302 0 HEALTH MGMT ASSOC INC NEW CL A COM 421933102 1593 75725 SH SOLE 0 45725 30000 HEALTHSOUTH CORP COM 421924101 6225 389800 SH DEFINED 0 318800 71000 HELLER FINANCIAL INC COM 423328103 2512 62800 SH SOLE 0 2800 60000 HOME DEPOT INC COM 437076102 465 9982 SH SOLE 0 9982 0 HONEYWELL INTERNATIONAL, INC. COM 438516106 10590 302666 SH DEFINED 0 202466 100200 I B M COM 459200101 4690 41503 SH SOLE 0 34503 7000 ILLINOIS TOOL WORKS INC COM 452308109 462 7300 SH SOLE 0 7300 0 IMS HEALTH INC COM 449934108 13395 469992 SH DEFINED 0 396192 73800 INGERSOLL RAND CO COM 456866102 511 12400 SH SOLE 0 12400 0 THOMPSON, PLUMB & ASSOCIATES INC. FORM 13F INFORMATION TABLE AS OF DATE: 06/30/01 VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- INTEL CORP COM 458140100 1129 38599 SH SOLE 0 38599 0 INTERPUBLIC GROUP COS INC COM 460690100 3228 109990 SH SOLE 0 94990 15000 INTIMATE BRANDS INC COM 461156101 1987 131850 SH DEFINED 0 94850 37000 JOHNSON & JOHNSON COM 478160104 22205 444102 SH DEFINED 0 393902 50200 KEANE INC COM 486665102 218 9900 SH SOLE 0 9900 0 KIMBERLY CLARK CORP COM 494368103 7662 137069 SH DEFINED 0 123069 14000 LATTICE SEMICONDUCTOR CORP COM 518415104 7351 301250 SH DEFINED 0 262250 39000 LEE ENTERPRISES INC COM 523768109 243 7364 SH SOLE 0 7364 0 LILLY, ELI AND COMPANY COM 532457108 5116 69136 SH SOLE 0 60136 9000 LINEAR TECHNOLOGY CORP COM 535678106 9967 225400 SH SOLE 0 224800 600 LITTELFUSE INC COM 537008104 722 26950 SH SOLE 0 14950 12000 LUCENT TECHNOLOGIES INC COM 549463107 845 136234 SH SOLE 0 136234 0 MARSH & MCLENNAN COS COM 571748102 206 2037 SH SOLE 0 2037 0 MARSHALL & ILSLEY CORP COM 571834100 21404 397101 SH DEFINED 0 324401 72700 MBIA INC COM COM 55262C100 2128 38212 SH SOLE 0 38212 0 MCDONALDS CORP COM 580135101 12834 474273 SH DEFINED 0 335673 138600 MCI CAPITAL PFD 8.000% SER A PREFERRED STOCKS 55267Y206 291 12000 SH SOLE 0 12000 0 MCKESSON HBOC INC. COM 58155Q103 4770 128500 SH DEFINED 0 81500 47000 MEDTRONIC INC COM 585055106 5065 110091 SH SOLE 0 110091 0 MERCK & CO INC COM 589331107 26778 418992 SH DEFINED 0 328692 90300 MERRILL LYNCH & CO. INC. COM 590188108 960 16200 SH SOLE 0 16200 0 MGIC INVT CORP WIS COM 552848103 3297 45386 SH SOLE 0 30386 15000 MICROCHIP TECHNOLOGY INC COM 595017104 9535 285225 SH DEFINED 0 234225 51000 MICROSOFT CORP COM 594918104 16905 231577 SH DEFINED 0 166077 65500 MINNESOTA MNG & MFG CO COM 604059105 2591 22712 SH SOLE 0 22712 0 MORGAN STANLEY DEAN WITTER & C COM 617446448 238 3698 SH SOLE 0 3698 0 NETWORK ASSOCIATES INC COM 640938106 5991 481200 SH DEFINED 0 358700 122500 NEW PERSPECTIVE FD INC COM MUTUAL FUNDS 648018109 294 12680 SH SOLE 0 12680 0 NEW YORK TIMES CO CLASS A COM 650111107 14015 333687 SH DEFINED 0 277487 56200 NEWELL FINL TR I CNV 5.250% 12 CONVERTIBLE PREF 651195307 10592 287250 SH SOLE 0 242250 45000 NJ ECON DEV AUTH 7.600% 02/15/ PREFERRED STOCKS 645915208 209 8200 SH SOLE 0 8200 0 NORDSTROM INC COM 655664100 372 20050 SH SOLE 0 20050 0 NORTHERN TRUST CORP COM 665859104 641 10250 SH SOLE 0 10250 0 NOVA CORP/GEORGIA COM 669784100 18628 592308 SH DEFINED 0 476308 116000 OFFICE DEPOT INC COM COM 676220106 4240 408500 SH DEFINED 0 154000 254500 ORACLE CORP COM 68389X105 1370 72098 SH SOLE 0 72098 0 PENTAIR INC COM 709631105 237 7000 SH SOLE 0 7000 0 PEPSICO INC COM 713448108 18799 425319 SH DEFINED 0 381019 44300 PFIZER INC COM 717081103 2445 61057 SH SOLE 0 61057 0 PHARMACIA CORPORATION COM 71713U102 861 18746 SH SOLE 0 18746 0 PHILIP MORRIS COS INS COM 718154107 830 16364 SH SOLE 0 16364 0 PITNEY BOWES INC COM 724479100 12561 298226 SH DEFINED 0 227226 71000 PROCTER & GAMBLE COMPANY COM 742718109 7606 119209 SH SOLE 0 119209 0 PROGRESSIVE CORP COM 743315103 230 1700 SH SOLE 0 1700 0 PROVIDIAN FINL CORP COM COM 74406A102 1125 19000 SH SOLE 0 19000 0 RAYOVAC CORP COM 755081106 4439 208400 SH DEFINED 0 161400 47000 ROYAL DUTCH PETRO-NY SHARES FOREIGN COMMON S 780257804 427 7327 SH SOLE 0 7327 0 RPM INC/OHIO COM 749685103 2322 252400 SH SOLE 0 132400 120000 SBC COMMUNICATIONS INC COM 78387G103 4636 115733 SH SOLE 0 115733 0 SCHEIN HENRY INC COM COM 806407102 8359 218533 SH SOLE 0 180233 38300 SCHWAB (CHARLES) CORP COM 808513105 325 21250 SH DEFINED 0 18250 3000 THOMPSON, PLUMB & ASSOCIATES INC. FORM 13F INFORMATION TABLE AS OF DATE: 06/30/01 VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- SEALED AIR CORP COM 81211K100 5208 139825 SH SOLE 0 119825 20000 SHERWIN WILLIAMS CO COM 824348106 9816 442165 SH SOLE 0 284165 158000 SI DIAMOND TECHNOLOGY INC COM 784249104 29 25000 SH SOLE 0 25000 0 SIGMA ALDRICH CORP COM 826552101 512 13250 SH SOLE 0 13250 0 SONIC FOUNDRY INC COM 83545R108 20 12500 SH SOLE 0 12500 0 SPRINT CORP COM 852061100 4788 224150 SH SOLE 0 139150 85000 STEELCASE INC CL A COM 858155203 3197 267561 SH SOLE 0 147561 120000 SUNGARD DATA SYSTEMS COM 867363103 5774 192414 SH SOLE 0 192414 0 SUNTRUST BANKS INC COM 867914103 1592 24576 SH SOLE 0 4576 20000 SYBRON DENTAL SPECIALTIES INCO COM 871142105 2187 106749 SH SOLE 0 84083 22666 SYNOPSYS INC COM 871607107 2000 41333 SH SOLE 0 41333 0 TARGET CORP COM 87612E106 1149 33220 SH SOLE 0 33220 0 TELEFLEX INC COM 879369106 285 6475 SH SOLE 0 6475 0 TELEPHONE & DATA SYS INC COM 879433100 312 2873 SH SOLE 0 2873 0 TENN VALLEY AUTH 6.750% SERIES PREFERRED STOCKS 880591300 549 22000 SH SOLE 0 22000 0 TEXTRON INC COM 883203101 1497 27200 SH SOLE 0 27200 0 THOMPSON PLUMB FDS INC BALANCE MUTUAL FUNDS 884891102 9668 530605 SH SOLE 0 530605 0 THOMPSON PLUMB FDS INC GROWTH MUTUAL FUNDS 884891300 26831 604851 SH SOLE 0 604851 0 TITAN CORP COM 888266103 2542 111000 SH DEFINED 0 109500 1500 TYCO INTERNATIONAL LTD COM 902124106 6275 115143 SH SOLE 0 90143 25000 U S BANCORP COM 902973304 2633 115518 SH SOLE 0 72508 43010 UNISYS CORP COM 909214108 18705 1271592 SH DEFINED 0 914092 357500 UST INC COM 902911106 577 20000 SH SOLE 0 0 20000 USX-MARATHON GROUP COM 902905827 486 16485 SH SOLE 0 16485 0 VALSPAR CORP COM COM 920355104 1086 30600 SH SOLE 0 30600 0 VANGUARD INDEX TR MID-CAP INDX MUTUAL FUNDS 922908843 397 32831 SH SOLE 0 32831 0 VANGUARD INDEX TR SML CAP INDX MUTUAL FUNDS 922908702 356 17053 SH SOLE 0 17053 0 VERIZON COMMUNICATIONS COM 92343V104 1383 25849 SH SOLE 0 25849 0 VERIZON SOUTH 7.000% SER F PFD PREFERRED STOCKS 92344J209 798 32000 SH SOLE 0 32000 0 VIACOM INC COM 925524100 753 14200 SH SOLE 0 14200 0 VIACOM INC CL B COM 925524308 19047 368057 SH DEFINED 0 239157 128900 WACHOVIA CORP COM 929771103 1942 27300 SH SOLE 0 27300 0 WAL MART STORES INC COM 931142103 2126 43574 SH DEFINED 0 29174 14400 WALGREEN COMPANY COM 931422109 12554 367611 SH SOLE 0 367611 0 WASHINGTON MUTUAL INC COM 939322103 267 7111 SH SOLE 0 7111 0 WAUSAU-MOSINEE PAPER CORP COM 943315101 1355 105156 SH SOLE 0 105156 0 WELLS FARGO NEW COM 949746101 13641 293801 SH DEFINED 0 193301 100500 WENDYS INTL INC COM 950590109 4182 163725 SH SOLE 0 79725 84000 WESCO FINANCIAL CORP COM COM 950817106 355 1020 SH SOLE 0 1020 0 WEYERHAEUSER CO COM 962166104 843 15340 SH SOLE 0 15340 0 WORLDCOM INC-MCI GROUP COMMON COM 98157D304 4388 272571 SH SOLE 0 52571 220000 WRIGLEY WM JR CO COM 982526105 5132 109550 SH SOLE 0 109150 400 XEROX CORP COM 984121103 96 10000 SH SOLE 0 10000 0 ZEBRA TECHNOLOGIES CORP-CL A COM 989207105 6592 134200 SH SOLE 0 94200 40000 LINE COUNT: 197