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LATHROP INVESTMENT MANAGEMENT CO13F | |
| LATHROP INVESTMENT MANAGEMENT CO | |
| Last update 2025-05-12 | 83 Stocks (2 new) |
| Value $504.00 Mil | Turnover 2 % |
LATHROP INVESTMENT MANAGEMENT ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMT | Walmart Inc | 283,705 | 24,910.0 | -8.07% | 4.940 | -0.43% | 0.000 | +2.21% | +5.75% | 758,538.7 | Retail - Defensive | |
MSFT | Microsoft Corp | 55,059 | 20,670.0 | -7.26% | 4.100 | -0.35% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AAPL | Apple Inc | 87,848 | 19,510.0 | -2.85% | 3.870 | -0.12% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
KMI | Kinder Morgan Inc | 652,904 | 18,630.0 | -3.16% | 3.700 | -0.11% | 0.030 | +4.00% | +3.95% | 61,970.9 | Oil & Gas | |
SYK | Stryker Corp | 46,734 | 17,400.0 | -3.74% | 3.450 | -0.12% | 0.010 | +12.62% | +8.63% | 148,815.0 | Medical Devices & Instruments | |
SONY | Sony Group Corp | 648,202 | 16,460.0 | +1.32% | 3.270 | +0.04% | 0.010 | -0.37% | +13.36% | 143,618.5 | Hardware | |
LH | Labcorp Holdings Inc | 70,685 | 16,450.0 | +5.49% | 3.260 | +0.17% | 0.080 | +12.58% | +6.90% | 20,399.4 | Medical Diagnostics & Research | |
RTX | RTX Corp | 123,704 | 16,390.0 | +0.48% | 3.250 | +0.02% | 0.010 | +18.14% | +32.25% | 202,397.0 | Aerospace & Defense | |
ALC | Alcon Inc | 169,063 | 16,050.0 | -2.74% | 3.190 | -0.08% | 0.030 | -5.27% | +3.27% | 43,215.9 | Medical Devices & Instruments | |
SCHW | Charles Schwab Corp | 200,400 | 15,690.0 | +0.29% | 3.110 | +0.01% | 0.010 | +26.21% | +30.29% | 174,065.8 | Capital Markets |
LATHROP INVESTMENT MANAGEMENT CO's Historical Top Holdings Breakdowns
LATHROP INVESTMENT MANAGEMENT CO's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.43% | 84.5 ($93.81) 105.05 | $95.05 | 1.32% | Reduce -8.07% | 283,705 | -24,904 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.35% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Reduce -7.26% | 55,059 | -4,308 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.32% | 663000 ($729331) 801950 | $710,978.50 | -2.52% | New holding | 2 | 2 | |
CSCO | Cisco Systems Inc | 2025-03-31 | Add Add | +0.26% | 58.74 ($61.57) 64.87 | $68.05 | 10.52% | Add 9.6% | 244,821 | 21,437 | |
DHR | Danaher Corp | 2025-03-31 | Reduce Reduce | -0.26% | 201.62 ($218.33) 250.59 | $190.05 | -12.95% | Reduce -20.86% | 22,979 | -6,058 | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-03-31 | Add Add | +0.22% | 217.4 ($244.61) 264.74 | $285.87 | 16.87% | Add 12.48% | 40,127 | 4,452 | |
DIS | The Walt Disney Co | 2025-03-31 | Add Add | +0.22% | 96.87 ($107.47) 114 | $121.42 | 12.98% | Add 9.32% | 130,148 | 11,099 | |
ADI | Analog Devices Inc | 2025-03-31 | Reduce Reduce | -0.21% | 201.56 ($216.11) 243.82 | $241.85 | 11.91% | Reduce -6.73% | 71,156 | -5,134 | |
KEX | Kirby Corp | 2025-03-31 | Reduce Reduce | -0.20% | 95.1 ($104.38) 112.81 | $115.84 | 10.98% | Reduce -6.35% | 143,601 | -9,744 | |
MLM | Martin Marietta Materials Inc | 2025-03-31 | Reduce Reduce | -0.19% | 460.39 ($507.84) 552.64 | $565.03 | 11.26% | Reduce -5.66% | 32,582 | -1,955 |
LATHROP INVESTMENT MANAGEMENT CO Total Holding History ($B)
LATHROP INVESTMENT MANAGEMENT CO's Asset Allocation
LATHROP INVESTMENT MANAGEMENT CO Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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LATHROP INVESTMENT MANAGEMENT CO's Hypothetical Growth since 2025-03-31
LATHROP INVESTMENT MANAGEMENT CO's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LATHROP INVESTMENT MANAGEMENT CO's Holdings Heat Map
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LATHROP INVESTMENT MANAGEMENT CO's Holdings Bubble Chart
LATHROP INVESTMENT MANAGEMENT CO News
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