LATHROP INVESTMENT MANAGEMENT CO Diversified Active

Location: Little Rock, AR

CIK: 0001124841 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 12, 2018

Total Value: $363M (100.0% shares, 0.0% debt)

Holdings (65)

ADBE ADOBE SYSTEMS 5.3%
Value $19.34M Shares 110,363 Est. Cost $46.72 Unrealized +268.3%
MSFT MICROSOFT 5.1%
Value $18.52M Shares 216,549 Est. Cost $28.54 Unrealized +163.7%
WMT WALMART 4.8%
Value $17.31M Shares 175,302 Est. Cost $20.51 Unrealized +30.7%
ITW ILLINOIS TOOL 4.7%
Value $17.06M Shares 102,235 Est. Cost $52.90 Unrealized +147.3%
JACOBS ENGINEERG 4.6%
Value $16.58M Shares 251,367 Est. Cost $49.52 Unrealized
TMO THERMO FISHER 4.5%
Value $16.5M Shares 86,922 Est. Cost $84.89 Unrealized +120.8%
EA ELECTRONIC ARTS 4.5%
Value $16.31M Shares 155,204 Est. Cost $20.04 Unrealized +439.2%
LAZARD LTD-CL A 4.3%
Value $15.68M Shares 298,617 Est. Cost $35.52 Unrealized
CSCO CISCO SYSTEMS 4.2%
Value $15.08M Shares 393,794 Est. Cost $15.93 Unrealized +75.6%
CFR CULLEN/FROST 4.0%
Value $14.58M Shares 154,000 Est. Cost $46.30 Unrealized +63.6%
LABORATORY CORP. 3.9%
Value $14.3M Shares 89,665 Est. Cost $130.31 Unrealized
NXPI NXP SEMICONDUCTORS 3.9%
Value $14.01M Shares 119,686 Est. Cost $66.27 Unrealized +54.9%
NKE NIKE CLASS B 3.8%
Value $13.89M Shares 222,028 Est. Cost $42.20 Unrealized +22.7%
UPS UNITED PARCEL SERVICE 3.6%
Value $13.13M Shares 110,190 Est. Cost $66.88 Unrealized +29.0%
DIS WALT DISNEY 3.6%
Value $12.99M Shares 120,791 Est. Cost $59.65 Unrealized +63.1%
KEX KIRBY 3.4%
Value $12.34M Shares 184,755 Est. Cost $67.58 Unrealized -3.0%
AYI ACUITY BRANDS 3.2%
Value $11.71M Shares 66,553 Est. Cost $78.47 Unrealized +106.2%
EXXON MOBIL 3.1%
Value $11.39M Shares 136,243 Est. Cost $88.39 Unrealized
CVS CVS HEALTH CORP 3.0%
Value $10.93M Shares 150,786 Est. Cost $46.03 Unrealized +22.2%
JCI JOHNSON CONTROLS INTL 2.9%
Value $10.69M Shares 280,540 Est. Cost $33.46 Unrealized -3.0%
SLB SCHLUMBERGER 2.9%
Value $10.55M Shares 156,560 Est. Cost $56.38 Unrealized -9.1%
NWL NEWELL BRANDS, INC. 2.4%
Value $8.696M Shares 281,430 Est. Cost $31.43 Unrealized -24.5%
TRIUMPH GROUP 2.3%
Value $8.275M Shares 304,230 Est. Cost $43.67 Unrealized
GENERAL ELECTRIC 2.2%
Value $8.03M Shares 460,191 Est. Cost $24.03 Unrealized
SCHM SCHWAB US MID CAP ETF 1.9%
Value $6.868M Shares 128,925 Est. Cost $34.02 Unrealized
CONVERGYS CORP 1.3%
Value $4.793M Shares 203,942 Est. Cost $18.21 Unrealized
SWPPX SCHWAB S&P 500 SELECT SHARES 0.8%
Value $3.019M Shares 73,291 Est. Cost $40.04 Unrealized
TGT TARGET 0.7%
Value $2.565M Shares 39,316 Est. Cost $47.54 Unrealized +1.1%
RF REGIONS FINL 0.5%
Value $1.988M Shares 115,040 Est. Cost $5.86 Unrealized +99.3%
TSN TYSON FOODS 0.5%
Value $1.666M Shares 20,550 Est. Cost $18.99 Unrealized +223.6%
AAPL APPLE INC 0.4%
Value $1.309M Shares 7,734 Est. Cost $17.57 Unrealized +122.5%
T AT&T 0.2%
Value $790K Shares 20,319 Est. Cost $11.31 Unrealized +34.9%
HOME BANCSHARES 0.2%
Value $787K Shares 33,836 Est. Cost $26.04 Unrealized
BANCORP SOUTH BANK 0.2%
Value $718K Shares 22,834 Est. Cost $31.44 Unrealized
BAC BANK OF AMERICA 0.2%
Value $693K Shares 23,464 Est. Cost $11.75 Unrealized +93.8%
KO COCA COLA 0.2%
Value $678K Shares 14,788 Est. Cost $29.13 Unrealized +22.3%
ABBV ABBVIE, INC. 0.2%
Value $569K Shares 5,880 Est. Cost $26.55 Unrealized +151.9%
DELL TECHNOLOGIES INC - CL V 0.2%
Value $566K Shares 6,968 Est. Cost $47.80 Unrealized
SCHK SCHWAB 1000 INDEX ETF 0.1%
Value $532K Shares 20,249 Est. Cost $26.27 Unrealized
JBHT J B HUNT 0.1%
Value $527K Shares 4,586 Est. Cost $66.44 Unrealized +50.5%
BANK OF THE OZARKS 0.1%
Value $527K Shares 10,878 Est. Cost $41.78 Unrealized
VFIAX VANGUARD 500 INDEX FUND - ADMI 0.1%
Value $465K Shares 1,883 Est. Cost $180.77 Unrealized
HAL HALLIBURTON 0.1%
Value $449K Shares 9,194 Est. Cost $33.21 Unrealized +12.8%
KMB KIMBERLY-CLARK CORP 0.1%
Value $445K Shares 3,686 Est. Cost $63.06 Unrealized +38.9%
VECTREN 0.1%
Value $441K Shares 6,775 Est. Cost $35.50 Unrealized
CHEVRON CORPORATION 0.1%
Value $440K Shares 3,517 Est. Cost $118.51 Unrealized
SCHF SCHWAB INTL EQ ETF 0.1%
Value $423K Shares 12,415 Est. Cost $32.67 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $371K Shares 2,653 Est. Cost $61.78 Unrealized +79.7%
ABT ABBOTT LABS 0.1%
Value $365K Shares 6,404 Est. Cost $28.85 Unrealized +66.8%
ADNT ADIENT PLC 0.1%
Value $338K Shares 4,291 Est. Cost $50.50 Unrealized +57.5%
3M COMPANY 0.1%
Value $328K Shares 1,395 Est. Cost $164.69 Unrealized
SFNC SIMMONS FIRST NATIONAL 0.1%
Value $319K Shares 5,588 Est. Cost $26.42 Unrealized +8.7%
JPM JPMORGAN CHASE & CO 0.1%
Value $271K Shares 2,536 Est. Cost $70.24 Unrealized +15.8%
WCN WASTE CONNECTIONS, INC. 0.1%
Value $247K Shares 3,480 Est. Cost $51.13 Unrealized +29.2%
ETR ENTERGY 0.1%
Value $237K Shares 2,913 Est. Cost $24.73 Unrealized +24.9%
DHR DANAHER 0.1%
Value $233K Shares 2,510 Est. Cost $71.26 Unrealized +9.8%
AEP AMERICAN ELEC PWR 0.1%
Value $232K Shares 3,160 Est. Cost $31.83 Unrealized +76.1%
SO SOUTHERN CO. 0.1%
Value $231K Shares 4,800 Est. Cost $24.95 Unrealized +46.1%
ACXIOM 0.1%
Value $214K Shares 7,758 Est. Cost $27.58 Unrealized
UNITI GROUP INC. 0.1%
Value $210K Shares 11,820 Est. Cost $25.41 Unrealized
BA BOEING COMPANY 0.1%
Value $207K Shares 703 Est. Cost $257.40 Unrealized 0.0%
VZ VERIZON 0.1%
Value $202K Shares 3,809 Est. Cost $31.96 Unrealized 0.0%
SOUTHWESTERN ENERGY 0.0%
Value $121K Shares 21,675 Est. Cost $39.31 Unrealized
LIBERTY ONE LITHIUM CORP 0.0%
Value $19,000 Shares 23,000 Est. Cost $0.83 Unrealized
NMC 0.0%
Value $0 Shares 100,000 Est. Cost Unrealized