LATHROP INVESTMENT MANAGEMENT CO Diversified Active

Location: Little Rock, AR

CIK: 0001124841 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 29, 2018

Total Value: $387M (100.0% shares, 0.0% debt)

Holdings (65)

ADBE ADOBE SYSTEMS 5.8%
Value $22.44M Shares 83,138 Est. Cost $46.72 Unrealized +451.9%
MSFT MICROSOFT 5.8%
Value $22.41M Shares 195,975 Est. Cost $28.54 Unrealized +253.2%
TMO THERMO FISHER 5.0%
Value $19.39M Shares 79,445 Est. Cost $84.89 Unrealized +165.8%
JACOBS ENGINEERG 4.9%
Value $18.76M Shares 245,257 Est. Cost $49.52 Unrealized
NKE NIKE CLASS B 4.6%
Value $17.66M Shares 208,422 Est. Cost $42.20 Unrealized +72.9%
CSCO CISCO SYSTEMS 4.3%
Value $16.72M Shares 343,602 Est. Cost $15.93 Unrealized +126.3%
WMT WALMART 4.2%
Value $16.42M Shares 174,838 Est. Cost $20.51 Unrealized +33.3%
EA ELECTRONIC ARTS 4.2%
Value $16.33M Shares 135,549 Est. Cost $20.04 Unrealized +525.3%
CFR CULLEN/FROST 4.1%
Value $15.75M Shares 150,799 Est. Cost $46.30 Unrealized +92.0%
LABORATORY CORP. 4.0%
Value $15.45M Shares 88,976 Est. Cost $130.31 Unrealized
KEX KIRBY 4.0%
Value $15.35M Shares 186,580 Est. Cost $67.75 Unrealized +23.8%
DIS WALT DISNEY 3.9%
Value $15.14M Shares 129,500 Est. Cost $62.39 Unrealized +70.8%
LAZARD LTD-CL A 3.6%
Value $14.06M Shares 292,037 Est. Cost $35.52 Unrealized
ITW ILLINOIS TOOL 3.5%
Value $13.37M Shares 94,767 Est. Cost $52.90 Unrealized +121.9%
UPS UNITED PARCEL SERVICE 3.4%
Value $13.09M Shares 112,077 Est. Cost $67.20 Unrealized +31.6%
EXXON MOBIL 3.3%
Value $12.69M Shares 149,281 Est. Cost $87.52 Unrealized
CVS CVS HEALTH CORP 3.2%
Value $12.51M Shares 158,920 Est. Cost $46.70 Unrealized +21.0%
KINDER MORGAN 2.9%
Value $11.07M Shares 624,455 Est. Cost $17.73 Unrealized
AYI ACUITY BRANDS 2.8%
Value $10.91M Shares 69,436 Est. Cost $80.61 Unrealized +73.7%
SLB SCHLUMBERGER 2.7%
Value $10.52M Shares 172,722 Est. Cost $56.24 Unrealized -7.5%
MLM MARTIN MARIETTA MATERIALS 2.7%
Value $10.5M Shares 57,730 Est. Cost $202.66 Unrealized -3.5%
JCI JOHNSON CONTROLS INTL 2.6%
Value $10.11M Shares 288,877 Est. Cost $33.36 Unrealized -6.2%
ADI ANALOG DEVICES INC. 2.5%
Value $9.718M Shares 105,102 Est. Cost $82.02 Unrealized +2.2%
SCHM SCHWAB US MID CAP ETF 1.9%
Value $7.413M Shares 128,158 Est. Cost $34.02 Unrealized
NWL NEWELL BRANDS, INC. 1.6%
Value $6.316M Shares 311,140 Est. Cost $30.06 Unrealized -44.8%
GENERAL ELECTRIC 1.4%
Value $5.345M Shares 473,459 Est. Cost $23.65 Unrealized
TRIUMPH GROUP 1.2%
Value $4.832M Shares 207,388 Est. Cost $41.98 Unrealized
CONVERGYS CORP 0.9%
Value $3.462M Shares 145,837 Est. Cost $18.21 Unrealized
RF REGIONS FINL 0.5%
Value $2.079M Shares 113,280 Est. Cost $5.86 Unrealized +138.1%
BRK/B BERKSHIRE HATHAWAY CL B 0.5%
Value $2.053M Shares 9,587 Est. Cost $205.34 Unrealized -0.1%
AAPL APPLE INC 0.5%
Value $1.784M Shares 7,904 Est. Cost $18.49 Unrealized +166.5%
TSN TYSON FOODS 0.3%
Value $1.235M Shares 20,750 Est. Cost $18.99 Unrealized +167.8%
BANCORP SOUTH BANK 0.2%
Value $729K Shares 22,284 Est. Cost $31.44 Unrealized
BAC BANK OF AMERICA 0.2%
Value $724K Shares 24,567 Est. Cost $12.39 Unrealized +105.5%
HOME BANCSHARES 0.2%
Value $722K Shares 32,966 Est. Cost $26.04 Unrealized
KO COCA COLA 0.2%
Value $714K Shares 15,450 Est. Cost $29.84 Unrealized +21.6%
ABBV ABBVIE, INC. 0.1%
Value $568K Shares 6,005 Est. Cost $28.22 Unrealized +145.1%
T AT&T 0.1%
Value $524K Shares 15,610 Est. Cost $11.64 Unrealized +24.3%
VFIAX VANGUARD 500 INDEX FUND - ADMI 0.1%
Value $507K Shares 1,883 Est. Cost $180.77 Unrealized
SCHF SCHWAB INTL EQ ETF 0.1%
Value $501K Shares 14,939 Est. Cost $32.75 Unrealized
ABT ABBOTT LABS 0.1%
Value $470K Shares 6,404 Est. Cost $28.85 Unrealized +100.5%
JBHT J B HUNT 0.1%
Value $447K Shares 3,756 Est. Cost $66.44 Unrealized +71.1%
CHEVRON CORPORATION 0.1%
Value $407K Shares 3,331 Est. Cost $118.38 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value $396K Shares 3,486 Est. Cost $63.06 Unrealized +37.2%
SWPPX SCHWAB S&P 500 SELECT SHARES 0.1%
Value $393K Shares 8,630 Est. Cost $40.04 Unrealized
RAMP LIVERAMP HOLDINGS INC. 0.1%
Value $387K Shares 7,828 Est. Cost $44.26 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value $383K Shares 2,771 Est. Cost $63.48 Unrealized +70.2%
BANK OZK 0.1%
Value $381K Shares 10,045 Est. Cost $45.06 Unrealized
HAL HALLIBURTON 0.1%
Value $373K Shares 9,194 Est. Cost $33.21 Unrealized +7.1%
VECTREN 0.1%
Value $354K Shares 4,950 Est. Cost $35.50 Unrealized
3M COMPANY 0.1%
Value $283K Shares 1,345 Est. Cost $164.69 Unrealized
SO SOUTHERN CO. 0.1%
Value $282K Shares 6,475 Est. Cost $26.99 Unrealized +27.0%
WCN WASTE CONNECTIONS, INC. 0.1%
Value $278K Shares 3,480 Est. Cost $51.13 Unrealized +45.9%
DHR DANAHER 0.1%
Value $273K Shares 2,510 Est. Cost $71.26 Unrealized +23.5%
JPM JPMORGAN CHASE & CO 0.1%
Value $266K Shares 2,361 Est. Cost $70.24 Unrealized +31.9%
AMZN AMAZON.COM 0.1%
Value $248K Shares 124 Est. Cost $94.03 Unrealized 0.0%
ETR ENTERGY 0.1%
Value $236K Shares 2,913 Est. Cost $24.73 Unrealized +27.6%
UNITI GROUP INC. 0.1%
Value $235K Shares 11,660 Est. Cost $24.94 Unrealized
AEP AMERICAN ELEC PWR 0.1%
Value $224K Shares 3,160 Est. Cost $31.83 Unrealized +72.4%
IBM IBM 0.1%
Value $215K Shares 1,422 Est. Cost $101.25 Unrealized 0.0%
VZ VERIZON 0.1%
Value $214K Shares 4,013 Est. Cost $32.06 Unrealized +11.2%
SOUTHWESTERN ENERGY 0.0%
Value $111K Shares 21,675 Est. Cost $39.31 Unrealized
LIBERTY ONE LITHIUM CORP 0.0%
Value $2,000 Shares 15,000 Est. Cost $0.83 Unrealized
NMC 0.0%
Value $0 Shares 100,000 Est. Cost Unrealized
PROTEK CAPITAL INC 0.0%
Value $0 Shares 900,000 Est. Cost Unrealized