LATHROP INVESTMENT MANAGEMENT CO Diversified Active

Location: Little Rock, AR

CIK: 0001124841 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 30, 2020

Total Value: $335M (100.0% shares, 0.0% debt)

Holdings (68)

MSFT Microsoft Corp 6.3%
Value $21.25M Shares 104,401 Est. Cost $28.54 Unrealized +506.4%
ADBE Adobe Systems Inc 5.5%
Value $18.41M Shares 42,283 Est. Cost $46.72 Unrealized +693.1%
TMO Thermo Fisher Scientific Inc 5.3%
Value $17.74M Shares 48,970 Est. Cost $84.89 Unrealized +289.1%
WMT Wal-Mart Stores Inc 4.5%
Value $15.08M Shares 125,916 Est. Cost $20.51 Unrealized +85.6%
Jacobs Engineering Group Inc 4.4%
Value $14.8M Shares 174,492 Est. Cost $49.52 Unrealized
NKE Nike Inc B 4.2%
Value $14.05M Shares 143,261 Est. Cost $42.20 Unrealized +102.5%
Laboratory Corp of America Holdings 3.9%
Value $13.2M Shares 79,474 Est. Cost $131.68 Unrealized
ITW Illinois Tool Works Inc 3.9%
Value $13M Shares 74,333 Est. Cost $52.90 Unrealized +170.1%
CSCO Cisco Systems Inc 3.6%
Value $12.07M Shares 258,797 Est. Cost $16.21 Unrealized +128.2%
ADI Analog Devices Inc 3.5%
Value $11.69M Shares 95,326 Est. Cost $83.02 Unrealized +19.7%
DIS Walt Disney Co 3.5%
Value $11.61M Shares 104,130 Est. Cost $62.95 Unrealized +71.3%
CVS CVS Health Corp 3.3%
Value $10.88M Shares 167,517 Est. Cost $47.00 Unrealized +11.9%
MLM Martin Marietta Materials Inc 3.2%
Value $10.79M Shares 52,235 Est. Cost $200.08 Unrealized -7.5%
PYPL PayPal Holdings Inc 3.0%
Value $10.2M Shares 58,529 Est. Cost $121.68 Unrealized +13.3%
UPS United Parcel Service Inc Class B 3.0%
Value $10.04M Shares 90,327 Est. Cost $67.20 Unrealized +18.7%
IBM International Business Machines Corp 2.9%
Value $9.685M Shares 80,196 Est. Cost $95.50 Unrealized -4.3%
CFR Cullen/Frost Bankers Inc 2.6%
Value $8.786M Shares 117,597 Est. Cost $46.80 Unrealized +25.6%
KMI Kinder Morgan Inc P 2.6%
Value $8.677M Shares 572,006 Est. Cost $11.41 Unrealized -4.9%
SCHM Schwab US Mid-Cap ETF 2.1%
Value $7.183M Shares 136,507 Est. Cost $36.60 Unrealized
SCHW Charles Schwab Corp 2.1%
Value $7.073M Shares 209,637 Est. Cost $40.49 Unrealized -18.0%
ALC Alcon Inc Ord Shs 2.0%
Value $6.772M Shares 118,151 Est. Cost $56.33 Unrealized -0.9%
KEX Kirby Corp 2.0%
Value $6.593M Shares 123,098 Est. Cost $67.96 Unrealized -24.8%
HD The Home Depot Inc 1.9%
Value $6.442M Shares 25,716 Est. Cost $193.62 Unrealized +3.2%
AYI Acuity Brands Inc 1.9%
Value $6.328M Shares 66,094 Est. Cost $85.43 Unrealized +1.2%
Lazard Ltd 1.9%
Value $6.275M Shares 219,159 Est. Cost $36.47 Unrealized
XOM Exxon Mobil Corp 1.8%
Value $6.167M Shares 137,904 Est. Cost $52.57 Unrealized -33.8%
JCI Johnson Controls International PLC 1.7%
Value $5.566M Shares 163,035 Est. Cost $33.36 Unrealized -17.7%
NWL Newell Brands Inc 1.5%
Value $5.111M Shares 321,831 Est. Cost $24.28 Unrealized -56.1%
AKAM Akamai Technologies Inc 1.5%
Value $4.899M Shares 45,744 Est. Cost $96.76 Unrealized +3.9%
General Electric Co 1.3%
Value $4.465M Shares 653,676 Est. Cost $16.35 Unrealized
BDX Becton, Dickinson and Co 0.9%
Value $3.166M Shares 13,233 Est. Cost $223.98 Unrealized -1.6%
SYK Stryker 0.9%
Value $3.058M Shares 16,970 Est. Cost $177.48 Unrealized -2.1%
SLB Schlumberger Ltd 0.8%
Value $2.829M Shares 153,823 Est. Cost $46.20 Unrealized -66.5%
TSN Tyson Foods Inc Class A 0.7%
Value $2.312M Shares 38,725 Est. Cost $32.43 Unrealized +57.8%
BRK/B Berkshire Hathaway Inc B 0.6%
Value $2.025M Shares 11,346 Est. Cost $205.57 Unrealized -11.2%
RF Regions Financial Corp 0.6%
Value $1.954M Shares 175,737 Est. Cost $8.66 Unrealized -2.5%
Triumph Group Inc 0.4%
Value $1.343M Shares 149,045 Est. Cost $38.89 Unrealized
AAPL Apple Inc 0.4%
Value $1.231M Shares 3,375 Est. Cost $18.49 Unrealized +306.2%
SCHZ Schwab US Aggregate Bond ETF 0.4%
Value $1.188M Shares 21,123 Est. Cost $52.21 Unrealized
KO Coca-Cola Co 0.2%
Value $707K Shares 15,829 Est. Cost $30.04 Unrealized +28.9%
JNJ Johnson & Johnson 0.2%
Value $689K Shares 4,901 Est. Cost $85.87 Unrealized +44.7%
BAC Bank of America Corporation 0.2%
Value $655K Shares 27,593 Est. Cost $13.92 Unrealized +47.8%
HOMB Home BancShares Inc 0.2%
Value $651K Shares 42,326 Est. Cost $18.90 Unrealized -25.7%
SCHF Schwab International Equity ETF 0.2%
Value $535K Shares 17,998 Est. Cost $32.37 Unrealized
Berkshire Hat A 100th 0.2%
Value $535K Shares 200 Est. Cost $3060.00 Unrealized
Bancorpsouth Bk Tupelo Miss 0.1%
Value $492K Shares 21,643 Est. Cost $31.44 Unrealized
MRK Merck & Co Inc 0.1%
Value $475K Shares 6,140 Est. Cost $59.44 Unrealized +5.8%
KMB Kimberly-Clark Corp 0.1%
Value $454K Shares 3,210 Est. Cost $63.06 Unrealized +78.7%
JBHT JB Hunt Transport Services Inc 0.1%
Value $452K Shares 3,756 Est. Cost $66.44 Unrealized +54.0%
T AT&T Inc 0.1%
Value $451K Shares 14,913 Est. Cost $12.19 Unrealized +27.1%
DHR Danaher Corp 0.1%
Value $439K Shares 2,482 Est. Cost $71.26 Unrealized +96.5%
ABT Abbott Laboratories 0.1%
Value $401K Shares 4,383 Est. Cost $35.69 Unrealized +129.6%
SO Southern Co 0.1%
Value $397K Shares 7,650 Est. Cost $34.92 Unrealized +28.2%
ABBV AbbVie Inc 0.1%
Value $358K Shares 3,648 Est. Cost $34.17 Unrealized +106.3%
AEP American Electric Power Co Inc 0.1%
Value $328K Shares 4,119 Est. Cost $42.08 Unrealized +58.3%
AMZN Amazon.com Inc 0.1%
Value $312K Shares 113 Est. Cost $120.78 Unrealized 0.0%
BMY Bristol-Myers Squibb Company 0.1%
Value $309K Shares 5,251 Est. Cost $48.53 Unrealized -1.2%
WCN Waste Connections Inc 0.1%
Value $284K Shares 3,030 Est. Cost $51.13 Unrealized +67.8%
ETR Entergy Corp 0.1%
Value $281K Shares 3,000 Est. Cost $27.58 Unrealized +43.3%
VZ Verizon Communications Inc 0.1%
Value $269K Shares 4,884 Est. Cost $37.43 Unrealized +8.9%
PEP PepsiCo Inc 0.1%
Value $237K Shares 1,795 Est. Cost $90.68 Unrealized +22.2%
LLY Eli Lilly and Co 0.1%
Value $236K Shares 1,436 Est. Cost $143.90 Unrealized 0.0%
JPM JPMorgan Chase & Co 0.1%
Value $232K Shares 2,462 Est. Cost $81.74 Unrealized 0.0%
OZK Bank OZK 0.1%
Value $210K Shares 8,930 Est. Cost $22.10 Unrealized -21.1%
PG Procter & Gamble Co 0.1%
Value $206K Shares 1,725 Est. Cost $100.99 Unrealized +0.5%
HAL Halliburton Co 0.0%
Value $138K Shares 10,594 Est. Cost $9.78 Unrealized 0.0%
Southwestern Energy Co 0.0%
Value $55,000 Shares 21,675 Est. Cost $39.31 Unrealized
PRPM ProTek Capital Inc 0.0%
Value $0 Shares 900,000 Est. Cost $0.00 Unrealized +0.6%