Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LATHROP INVESTMENT MANAGEMENT CO (CIK 1124841) reported $534.3M across 83 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WMT ($27.8M, 5.20%), ADI ($20.9M, 3.90%), KMI ($20.4M, 3.81%), RTX ($20.1M, 3.77%), XOM ($19.4M, 3.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WMT | Wal-Mart Stores Inc | $27.8M | 5.20% | 223,788 | Trimmed |
| 2 | ADI | Analog Devices Inc | $20.9M | 3.90% | 65,581 | Trimmed |
| 3 | KMI | Kinder Morgan Inc P | $20.4M | 3.81% | 607,715 | Trimmed |
| 4 | RTX | RTX CORP | $20.1M | 3.77% | 104,400 | Trimmed |
| 5 | XOM | Exxon Mobil Corp | $19.4M | 3.64% | 114,521 | Added |
| 6 | LH | Labcorp Holdings Inc | $18.5M | 3.46% | 69,384 | Trimmed |
| 7 | MSFT | Microsoft Corp | $18.3M | 3.43% | 49,530 | Trimmed |
| 8 | AAPL | Apple Inc | $17.8M | 3.33% | 70,030 | Trimmed |
| 9 | MLM | Martin Marietta Materials Inc | $17.5M | 3.28% | 29,802 | Trimmed |
| 10 | KEX | Kirby Corp | $17.3M | 3.24% | 130,329 | Added |
| 11 | JCI | Johnson Controls International PLC | $17.2M | 3.22% | 131,439 | Trimmed |
| 12 | CSCO | Cisco Systems Inc | $17.1M | 3.21% | 220,719 | Trimmed |
| 13 | SCHW | Charles Schwab Corp | $17.1M | 3.21% | 182,420 | Added |
| 14 | J | Jacobs Solutions Inc | $15.9M | 2.98% | 125,298 | Trimmed |
| 15 | TMO | Thermo Fisher Scientific Inc | $15.1M | 2.83% | 30,770 | Added |
| 16 | SYK | Stryker Corp | $14.3M | 2.67% | 43,432 | Trimmed |
| 17 | AYI | Acuity Brands Inc | $13.6M | 2.55% | 48,558 | Trimmed |
| 18 | MKL | Markel Group Inc | $13.5M | 2.52% | 7,049 | Trimmed |
| 19 | ALC | Alcon Inc | $13.3M | 2.49% | 176,860 | Added |
| 20 | TER | Teradyne Inc | $12.7M | 2.38% | 42,882 | Trimmed |
| 21 | ITW | Illinois Tool Works Inc | $12.6M | 2.35% | 48,288 | Trimmed |
| 22 | SONY | Sony Group Corp | $12.2M | 2.29% | 591,040 | Trimmed |
| 23 | JPM | JPMorgan Chase & Co | $12.1M | 2.27% | 41,252 | Added |
| 24 | DIS | Walt Disney Co | $12.1M | 2.27% | 125,581 | Trimmed |
| 25 | SLB | Schlumberger Ltd | $11.7M | 2.19% | 227,417 | Added |
Source: SEC Form 13F filings · as of 2026-03-31