Lathrop Investment Management Corp Portfolio Holdings

Lathrop Investment Management Corp

  • $504 Million
  • Q1 2025

Lathrop Investment Management Corp has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $504 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 $24.9M, Microsoft Corp with a value of $20.7M, Apple Inc. with a value of $19.5M, Kinder Morgan, Inc. with a value of $18.6M, and Stryker Corp with a value of $17.4M.

Examining the 13F form we can see an decrease of $20.8M in the current position value, from $525M to 504M.

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

Portfolio value $504 Million
Technology: $133 Million
Industrials: $88.5 Million
Healthcare: $66.6 Million
Financial Services: $51.5 Million
Energy: $39 Million
Consumer Defensive: $27.6 Million
Consumer Cyclical: $20.8 Million
Basic Materials: $15.6 Million
Other: $24.3 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.89B
$15 Million 2.99% of portfolio
57,138
Q1 2025 Added 0.61%
$6.73B
$14.5 Million 2.88% of portfolio
143,601
Q1 2025 Reduced 6.35%
$8.28B
$10.6 Million 2.11% of portfolio
84,958
Q1 2025 Added 2.02%
$7.68B
$3.96 Million 0.79% of portfolio
26,288
Q1 2025 Reduced 4.53%
$5.67B
$692,000 0.14% of portfolio
22,791
Q2 2024 Reduced 8.89%
$5.86B
$545,000 0.11% of portfolio
19,281
Q4 2024 Reduced 27.37%
$5.44B
$296,000 0.06% of portfolio
6,823
Q4 2024 Reduced 0.03%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $504 Million
  • Prior Value $525 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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