Lathrop Investment Management Corp Portfolio Holdings

Lathrop Investment Management Corp

  • $529 Million
  • Q2 2025

Lathrop Investment Management Corp has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $529 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $26.8M, Microsoft Corp with a value of $26.4M, Kinder Morgan, Inc. with a value of $18.7M, Labcorp Holdings Inc with a value of $18.3M, and Stryker Corp with a value of $17.9M.

Examining the 13F form we can see an increase of $25.1M in the current position value, from $504M to 529M.

Below you can find more details about Lathrop Investment Management Corp portfolio as well as his latest detailed transactions.

Portfolio value $529 Million
Technology: $143 Million
Industrials: $89.9 Million
Financial Services: $64 Million
Healthcare: $59.7 Million
Energy: $36.5 Million
Consumer Defensive: $29.5 Million
Consumer Cyclical: $21.7 Million
Basic Materials: $17.7 Million
Other: $28.5 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.7B
$18.7 Million 3.54% of portfolio
637,137
Q2 2025 Reduced 2.41%
$142B
$17.9 Million 3.39% of portfolio
45,317
Q2 2025 Reduced 3.03%
$38.4B
$17.7 Million 3.35% of portfolio
32,263
Q2 2025 Reduced 0.98%
$179B
$17.3 Million 3.26% of portfolio
189,064
Q2 2025 Reduced 5.66%
$119B
$16.4 Million 3.1% of portfolio
68,854
Q2 2025 Reduced 3.24%
$33.7B
$16.3 Million 3.09% of portfolio
628,021
Q2 2025 Reduced 3.11%
$73.5B
$15.6 Million 2.95% of portfolio
147,742
Q2 2025 Reduced 5.71%
$42.2B
$15.6 Million 2.95% of portfolio
176,661
Q2 2025 Added 4.49%
$10.4B
$15.4 Million 2.91% of portfolio
51,623
Q2 2025 Reduced 9.65%
$26.1B
$14.3 Million 2.71% of portfolio
7,167
Q2 2025 Reduced 5.39%
$80B
$12.9 Million 2.43% of portfolio
51,971
Q2 2025 Reduced 11.76%
$187B
$12 Million 2.26% of portfolio
29,502
Q2 2025 Added 2.91%
$157B
$10.3 Million 1.94% of portfolio
26,544
Q2 2025 Added 2.78%
$101B
$7.75 Million 1.47% of portfolio
35,463
Q2 2025 New
$94.4B
$7.1 Million 1.34% of portfolio
99,930
Q2 2025 Added 6.66%
$46.7B
$6.28 Million 1.19% of portfolio
185,886
Q2 2025 Reduced 3.85%
$17.5B
$5.29 Million 1.0% of portfolio
58,782
Q2 2025 Reduced 20.58%
$150B
$4.86 Million 0.92% of portfolio
24,584
Q2 2025 Added 6.98%
$63.8B
$4.63 Million 0.88% of portfolio
45,905
Q2 2025 Reduced 18.66%
$150B
$4.42 Million 0.84% of portfolio
14,789
Q2 2025 Reduced 14.44%
$52.5B
$2.04 Million 0.39% of portfolio
9,980
Q4 2024 Added 84.17%
$102B
$654,000 0.12% of portfolio
7,126
Q1 2025 Added 0.04%
$16.3B
$493,000 0.09% of portfolio
8,812
Q4 2024 Reduced 0.01%
$18.5B
$416,000 0.08% of portfolio
5,000
Q4 2024 Added 100.0%
$14.8B
$344,000 0.07% of portfolio
2,395
Q3 2024 Added 26.39%
$30.2B
$373,000 0.07% of portfolio
698
Q2 2025 New
$48.2B
$317,000 0.06% of portfolio
1,697
Q2 2025 Reduced 20.03%
$57.5B
$328,000 0.06% of portfolio
3,160
Q2 2023 Reduced 3.89%
$23.7B
$326,000 0.06% of portfolio
13,868
Q4 2024 Reduced 9.17%
$45.1B
$239,000 0.05% of portfolio
1,851
Q1 2022 Reduced 15.9%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $529 Million
  • Prior Value $504 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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