StockDriftsStockDriftsTop 50 Lathrop Investment Management CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMT | Wal-Mart Stores Inc | 4.37% | 217.9K | $24.7M | -2.63%(-5.88K) | $19.12(+501.03%) | 2026-06-30 | |
| CSCO | Cisco Systems Inc | 4.31% | 207.4K | $24.4M | -6.03%(-13.31K) | $32.26(+252.01%) | 2026-06-30 | |
| ADI | Analog Devices Inc | 4.15% | 59.0K | $23.4M | -9.99%(-6.55K) | $101.19(+288.34%) | 2026-06-30 | |
| AAPL | Apple Inc | 3.57% | 69.7K | $20.2M | -0.44%(-309) | $124.45(+145.39%) | 2026-06-30 | |
| RTX | RTX Corp | 3.49% | 103.9K | $19.7M | -0.44%(-458) | $94.17(+137.40%) | 2026-06-30 | |
| LH | Labcorp Holdings Inc | 3.35% | 67.7K | $19.0M | -2.43%(-1.68K) | $124.97(+154.56%) | 2026-06-30 | |
| KMI | Kinder Morgan Inc P | 3.34% | 590.0K | $18.9M | -2.91%(-17.70K) | $33.13(-0.94%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 3.28% | 49.7K | $18.5M | +0.31%(+155) | $31.65(+1435.91%) | 2026-06-30 | |
| JCI | Johnson Controls International PLC | 3.23% | 125.1K | $18.3M | -4.83%(-6.34K) | $40.83(+276.31%) | 2026-06-30 | |
| AYI | Acuity Brands Inc | 3.21% | 48.2K | $18.1M | -0.83%(-402) | $76.05(+371.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.43% | +38.37% | +5.82% | +32.66% |
| Top 20 Holdings Unweighted | +12.28% | +41.54% | +6.43% | +36.56% |
Lathrop Investment Management CO reports $565.04M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are WMT (4.4%), CSCO (4.3%) and ADI (4.2%). The top 20 holdings account for 63.31% of reported assets. Its disclosed equity book has returned +38.37% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lathrop Investment Management CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1124841). View Lathrop Investment Management CO’s 13F filings on SEC