13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001124841
Total reported value
$565.0M
$565.0M
83 檔
17.9%
The Q1 2025 SEC filing reveals that Lathrop Investment Management Co held a total portfolio value of $565.0M, covering 83 public equity positions.
In Q1 2025, Lathrop Investment Management Co displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 4.94% | -0.83% | -8.07% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.10% | -0.15% | -7.26% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.87% | +0.24% | -2.85% | |
| 4 | KMI | Kinder Morgan, Inc. | Stock-Energy | 3.70% | -0.47% | -3.16% | |
| 5 | SYK | Stryker CORP | Stock-Healthcare | 3.45% | -0.24% | -3.74% | |
| 6 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 3.27% | -0.13% | +1.32% | |
| 7 | LH | Labcorp Holdings Inc | Stock-Healthcare | 3.27% | -0.11% | +5.49% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 3.25% | -0.28% | +0.48% | |
| 9 | ALC | Alcon Inc. | Stock-Healthcare | 3.19% | -0.41% | -2.74% | |
| 10 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.11% | -0.23% | +0.29% | |
| 11 | MLM | Martin Marietta Materials | Stock-Materials | 3.09% | -0.30% | -5.66% | |
| 12 | J | Jacobs Solutions Inc | Stock-Industrials | 3.08% | -0.12% | +1.55% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 3.00% | +1.10% | +9.60% | |
| 14 | AYI | Acuity Inc | Stock-Industrials | 2.99% | +0.66% | +0.61% | |
| 15 | ITW | Illinois Tool Works | Stock-Industrials | 2.90% | -0.09% | -0.69% | |
| 16 | KEX | Kirby CORP | Stock-Industrials | 2.88% | -0.14% | -6.35% | |
| 17 | ADI | Analog Devices Inc | Stock-Tech | 2.85% | +0.25% | -6.73% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.83% | -0.10% | -3.72% | |
| 19 | MKL | Markel Group Inc | Stock-Financials | 2.81% | -0.13% | -0.29% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 2.77% | +0.07% | +1.44% | |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.55% | -0.10% | +9.32% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.49% | +0.01% | +1.11% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 2.43% | -3.64% | EXIT | |
| 24 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 2.11% | +0.03% | +2.02% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 1.98% | — | +12.48% | |
| 26 | ADBE | Adobe Inc | Stock-Tech | 1.97% | -0.25% | -3.47% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 1.72% | -0.12% | -2.59% | |
| 28 | SLB | Slb LTD | Stock-Energy | 1.60% | -0.26% | +0.01% | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.23% | -0.69% | -3.42% | |
| 30 | TER | Teradyne Inc | Stock-Tech | 1.21% | +0.55% | -9.75% | |
| 31 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.18% | -0.29% | +1.84% | |
| 32 | CVS | Cvs Health CORP | Stock-Healthcare | 1.17% | +0.69% | -9.74% | |
| 33 | GE | General Electric | Stock-Industrials | 1.13% | +0.35% | -3.40% | |
| 34 | ACN | Accenture plc | Stock-Tech | 1.07% | -0.28% | +6.71% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.02% | -0.30% | |
| 36 | DHR | Danaher CORP | Stock-Healthcare | 0.94% | -0.16% | -20.86% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.84% | +0.09% | -11.99% | |
| 38 | CRL | Charles River Laboratories | Stock-Healthcare | 0.79% | — | -4.53% | |
| 39 | LRCX | Lam Research CORP | Stock-Tech | 0.71% | +0.38% | -9.00% | |
| 40 | TG7 | Triumph Group Inc | Stock-Other | 0.54% | — | -13.58% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.06% | -9.19% | |
| 42 | OLOGBX | Olo Inc - Class A | Stock-Other | 0.40% | — | — | |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.39% | -0.06% | +12.35% | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.34% | +0.31% | — | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.32% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | +0.08% | +126.95% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.21% | +0.03% | +32.44% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.20% | — | -17.29% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.19% | — | -1.66% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.19% | +0.02% | -10.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 5 | SYK | Stryker CORP | — | NEW | New buy |
| 6 | SONY | Sony Group CORP - Sp Adr | — | NEW | New buy |
| 7 | LH | Labcorp Holdings Inc | — | NEW | New buy |
| 8 | RTX | Rtx CORP | — | NEW | New buy |
| 9 | ALC | Alcon Inc. | — | NEW | New buy |
| 10 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 11 | MLM | Martin Marietta Materials | — | NEW | New buy |
| 12 | J | Jacobs Solutions Inc | — | NEW | New buy |
| 13 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 14 | AYI | Acuity Inc | — | NEW | New buy |
| 15 | ITW | Illinois Tool Works | — | NEW | New buy |
| 16 | KEX | Kirby CORP | — | NEW | New buy |
| 17 | ADI | Analog Devices Inc | — | NEW | New buy |
| 18 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 19 | MKL | Markel Group Inc | — | NEW | New buy |
| 20 | HD | Home Depot Inc | — | NEW | New buy |
| 21 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 22 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 23 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 24 | CFR | Cullen/frost Bankers Inc | — | NEW | New buy |
| 25 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 26 | ADBE | Adobe Inc | — | NEW | New buy |
| 27 | ORCL | Oracle CORP | — | NEW | New buy |
| 28 | SLB | Slb LTD | — | NEW | New buy |
| 29 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 30 | TER | Teradyne Inc | — | NEW | New buy |
| 31 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 32 | CVS | Cvs Health CORP | — | NEW | New buy |
| 33 | GE | General Electric | — | NEW | New buy |
| 34 | ACN | Accenture plc | — | NEW | New buy |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 36 | DHR | Danaher CORP | — | NEW | New buy |
| 37 | SCHM | Schwab US Mid Cap ETF | — | NEW | New buy |
| 38 | CRL | Charles River Laboratories | — | NEW | New buy |
| 39 | LRCX | Lam Research CORP | — | NEW | New buy |
| 40 | TG7 | Triumph Group Inc | — | NEW | New buy |
| 41 | NVDA | Nvidia CORP | — | NEW | New buy |
| 42 | OLOGBX | Olo Inc - Class A | — | NEW | New buy |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | — | NEW | New buy |
| 44 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 46 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 47 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 48 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 49 | KO | Coca-cola Co/the | — | NEW | New buy |
| 50 | LLY | Eli Lilly & Co | — | NEW | New buy |
According to official SEC Form 13F filings, Lathrop Investment Management Co reported a total U.S. public equity portfolio value of $565.0M across 83 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WMT, MSFT, AAPL) accounted for 17.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
WMT
市值: $24.9M
During Q1 2025, Lathrop Investment Management Co's top holdings by market value included WMT (4.9%)、MSFT (4.1%)、AAPL (3.9%). The largest single position, WMT, represented 4.9% of total portfolio value.
In Q1 2025, Lathrop Investment Management Co made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.