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CIK: 0001124841
Total reported value
$565.0M
$565.0M
83 檔
19.1%
According to the latest 13F quarterly dataset, Lathrop Investment Management Co managed an equity portfolio of $565.0M at the end of Q2 2025, spanning 83 distinct U.S. exchange-listed positions.
During Q2 2025, Lathrop Investment Management Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 5.08% | -0.83% | -3.22% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.99% | -0.15% | -3.60% | |
| 3 | KMI | Kinder Morgan, Inc. | Stock-Energy | 3.54% | -0.47% | -2.41% | |
| 4 | LH | Labcorp Holdings Inc | Stock-Healthcare | 3.45% | -0.11% | -1.59% | |
| 5 | SYK | Stryker CORP | Stock-Healthcare | 3.39% | -0.24% | -3.03% | |
| 6 | RTX | Rtx CORP | Stock-Industrials | 3.37% | -0.28% | -1.43% | |
| 7 | MLM | Martin Marietta Materials | Stock-Materials | 3.35% | -0.30% | -0.98% | |
| 8 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.26% | -0.23% | -5.66% | |
| 9 | J | Jacobs Solutions Inc | Stock-Industrials | 3.21% | -0.12% | +0.45% | |
| 10 | ADI | Analog Devices Inc | Stock-Tech | 3.10% | +0.25% | -3.24% | |
| 11 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 3.09% | -0.13% | -3.11% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 3.00% | +1.10% | -6.71% | |
| 13 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.98% | -0.10% | -2.45% | |
| 14 | KEX | Kirby CORP | Stock-Industrials | 2.96% | -0.14% | -3.98% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.95% | +0.01% | -5.71% | |
| 16 | ALC | Alcon Inc. | Stock-Healthcare | 2.95% | -0.41% | +4.49% | |
| 17 | AYI | Acuity Inc | Stock-Industrials | 2.91% | +0.66% | -9.65% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 2.72% | +0.24% | -20.27% | |
| 19 | MKL | Markel Group Inc | Stock-Financials | 2.71% | -0.13% | -5.39% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 2.57% | +0.07% | -2.76% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 2.52% | -0.12% | -1.57% | |
| 22 | ITW | Illinois Tool Works | Stock-Industrials | 2.43% | -0.09% | -11.76% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 2.27% | — | +1.62% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.26% | -0.10% | +2.91% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 2.18% | -3.64% | EXIT | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.10% | +0.08% | +522.02% | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 1.94% | -0.25% | +2.78% | |
| 28 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.47% | -0.25% | — | |
| 29 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.34% | -0.29% | +6.66% | |
| 30 | GE | General Electric | Stock-Industrials | 1.31% | +0.35% | -5.14% | |
| 31 | SLB | Slb LTD | Stock-Energy | 1.19% | -0.26% | -3.85% | |
| 32 | CVS | Cvs Health CORP | Stock-Healthcare | 1.10% | +0.69% | -2.73% | |
| 33 | TER | Teradyne Inc | Stock-Tech | 1.00% | +0.55% | -20.58% | |
| 34 | DHR | Danaher CORP | Stock-Healthcare | 0.92% | -0.16% | +6.98% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.02% | +0.05% | |
| 36 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.88% | -0.69% | -18.66% | |
| 37 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 0.85% | +0.03% | -58.98% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.84% | -0.28% | -14.44% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.79% | +0.09% | -7.71% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | +0.06% | +7.43% | |
| 41 | OLOGBX | Olo Inc - Class A | Stock-Other | 0.56% | — | — | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.41% | -0.06% | +10.39% | |
| 43 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.39% | +0.31% | — | |
| 44 | LRCX | Lam Research CORP | Stock-Tech | 0.31% | +0.38% | -66.08% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.28% | — | — | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.23% | +0.03% | +9.58% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.21% | +0.02% | +6.98% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | +0.81% | +0.29% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | +0.02% | +6.97% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.17% | — | -6.75% |
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 Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including WMT, MSFT, KMI) accounted for 19.1% of total reported equity market value during Q2 2025.
During Q2 2025, Lathrop Investment Management Co's top holdings by market value included WMT (5.1%)、MSFT (5.0%)、KMI (3.5%). The largest single position, WMT, represented 5.1% of total portfolio value.
In Q2 2025, Lathrop Investment Management Co made 0 total portfolio adjustments, initiating 0 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.
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