LATHROP INVESTMENT MANAGEMENT CO: 13F holdings
CIK 11248412026Q2
| Positions | 89 |
|---|
| Reported value | $565.0m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 89 (+6 vs prior quarter) |
|---|
| Reported value | $565.0m (+5.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| WMT Wal-Mart Stores Inc | 217,908 | $24.7m | 4.4% |
| CSCO Cisco Systems Inc | 207,404 | $24.4m | 4.3% |
| ADI Analog Devices Inc | 59,030 | $23.4m | 4.1% |
| AAPL Apple Inc | 69,721 | $20.2m | 3.6% |
| RTX RTX Corp | 103,942 | $19.7m | 3.5% |
| LH Labcorp Holdings Inc | 67,700 | $19.0m | 3.4% |
| KMI Kinder Morgan Inc P | 590,011 | $18.9m | 3.3% |
| MSFT Microsoft Corp | 49,685 | $18.5m | 3.3% |
| Johnson Controls International PLC | 125,096 | $18.3m | 3.2% |
| AYI Acuity Brands Inc | 48,156 | $18.1m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1124841")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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