LATHROP INVESTMENT MANAGEMENT CO Diversified Active

Location: Little Rock, AR

CIK: 0001124841 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 18, 2024

Total Value: $511M

Holdings (81)

MSFT Microsoft Corp 5.4%
Value $27.73M Shares 62,045 Est. Cost $28.54 Unrealized +1362.1%
WMT Wal-Mart Stores Inc 4.4%
Value $22.51M Shares 332,427 Est. Cost $45.06 Unrealized +37.5%
AAPL Apple Inc 4.0%
Value $20.55M Shares 97,544 Est. Cost $135.66 Unrealized +36.5%
MLM Martin Marietta Materials Inc 3.8%
Value $19.61M Shares 36,190 Est. Cost $201.49 Unrealized +185.7%
KEX Kirby Corp 3.8%
Value $19.44M Shares 162,376 Est. Cost $63.64 Unrealized +75.5%
ADI Analog Devices Inc 3.6%
Value $18.26M Shares 79,983 Est. Cost $87.18 Unrealized +138.2%
J Jacobs Solutions Inc 3.5%
Value $17.98M Shares 128,722 Est. Cost $100.90 Unrealized +14.5%
SYK Stryker Corp 3.4%
Value $17.35M Shares 51,005 Est. Cost $207.34 Unrealized +60.8%
TMO Thermo Fisher Scientific Inc 3.4%
Value $17.25M Shares 31,184 Est. Cost $84.89 Unrealized +571.2%
ALC Alcon Inc 3.1%
Value $15.74M Shares 176,706 Est. Cost $59.86 Unrealized +41.8%
SCHW Charles Schwab Corp 3.1%
Value $15.6M Shares 211,707 Est. Cost $41.56 Unrealized +74.1%
ADBE Adobe Systems Inc 3.0%
Value $15.25M Shares 27,453 Est. Cost $96.80 Unrealized +400.3%
ITW Illinois Tool Works Inc 2.8%
Value $14.47M Shares 61,087 Est. Cost $63.91 Unrealized +270.5%
AYI Acuity Brands Inc 2.8%
Value $14.35M Shares 59,427 Est. Cost $91.85 Unrealized +177.2%
TER Teradyne Inc 2.7%
Value $13.65M Shares 92,022 Est. Cost $94.59 Unrealized +33.4%
LH Labcorp Holdings Inc 2.6%
Value $13.45M Shares 66,099 Est. Cost $199.50 Unrealized 0.0%
KMI Kinder Morgan Inc P 2.6%
Value $13.41M Shares 674,868 Est. Cost $12.46 Unrealized +42.2%
HD The Home Depot Inc 2.6%
Value $13.04M Shares 37,882 Est. Cost $221.88 Unrealized +47.6%
DIS Walt Disney Co 2.4%
Value $12.51M Shares 125,943 Est. Cost $72.28 Unrealized +46.0%
RTX RTX CORP 2.4%
Value $12.38M Shares 123,316 Est. Cost $89.73 Unrealized +11.6%
MKL Markel Group Inc 2.4%
Value $12.08M Shares 7,668 Est. Cost $1384.72 Unrealized +12.1%
SONY Sony Group Corp 2.2%
Value $11.09M Shares 130,560 Est. Cost $85.26 Unrealized
JCI Johnson Controls International PLC 2.1%
Value $10.78M Shares 162,210 Est. Cost $45.76 Unrealized +43.8%
XOM Exxon Mobil Corp 2.1%
Value $10.58M Shares 91,888 Est. Cost $45.86 Unrealized +140.1%
CSCO Cisco Systems Inc 2.0%
Value $10.1M Shares 212,625 Est. Cost $20.64 Unrealized +119.4%
ORCL Oracle Corp 1.8%
Value $8.993M Shares 63,692 Est. Cost $115.98 Unrealized +5.4%
SLB Schlumberger Ltd 1.7%
Value $8.777M Shares 186,040 Est. Cost $32.97 Unrealized +39.4%
CFR Cullen/Frost Bankers Inc 1.7%
Value $8.524M Shares 83,873 Est. Cost $51.62 Unrealized +92.6%
UPS United Parcel Service Inc Class B 1.5%
Value $7.675M Shares 56,081 Est. Cost $68.85 Unrealized +88.8%
NKE Nike Inc B 1.4%
Value $7.084M Shares 93,995 Est. Cost $47.62 Unrealized +88.4%
CVS CVS Health Corp 1.4%
Value $6.951M Shares 117,693 Est. Cost $50.85 Unrealized +15.1%
Lam Research Corp 1.3%
Value $6.509M Shares 6,113 Est. Cost $0.42 Unrealized
IBM International Business Machines Corp 1.2%
Value $6.371M Shares 36,840 Est. Cost $98.41 Unrealized +68.5%
CRL Charles River Laboratories International Inc 1.2%
Value $6.257M Shares 30,288 Est. Cost $232.90 Unrealized -2.7%
DHR Danaher Corp 1.1%
Value $5.642M Shares 22,580 Est. Cost $230.99 Unrealized +8.3%
SCHM Schwab US Mid-Cap ETF 1.0%
Value $5.205M Shares 66,872 Est. Cost $36.60 Unrealized
ACN Accenture PLC A 1.0%
Value $5.202M Shares 17,145 Est. Cost $342.85 Unrealized -12.7%
GE GE Aerospace 0.9%
Value $4.483M Shares 28,201 Est. Cost $62.28 Unrealized +153.6%
BRK/B Berkshire Hathaway Inc B 0.8%
Value $4.223M Shares 10,382 Est. Cost $206.37 Unrealized +98.0%
NVDA NVIDIA Corp 0.7%
Value $3.561M Shares 28,827 Est. Cost $94.80 Unrealized +6.6%
AMD Advanced Micro Devices Inc 0.4%
Value $2.168M Shares 13,366 Est. Cost $66.01 Unrealized +143.7%
Triumph Group Inc 0.4%
Value $2.097M Shares 136,092 Est. Cost $22.28 Unrealized
Olo Inc - Class A 0.4%
Value $1.919M Shares 434,100 Est. Cost $0.01 Unrealized
PANW Palo Alto Networks Inc 0.4%
Value $1.896M Shares 5,594 Est. Cost $80.38 Unrealized +86.1%
SCHZ Schwab US Aggregate Bond ETF 0.2%
Value $1.275M Shares 27,976 Est. Cost $35.80 Unrealized
Berkshire Hat A 100th 0.2%
Value $1.224M Shares 200 Est. Cost $3060.00 Unrealized
LLY Eli Lilly and Co 0.2%
Value $1.181M Shares 1,304 Est. Cost $152.28 Unrealized +419.4%
KO Coca-Cola Co 0.2%
Value $953K Shares 14,978 Est. Cost $30.49 Unrealized +93.2%
VTI Vanguard Total Stock Market ETF 0.2%
Value $820K Shares 3,067 Est. Cost $0.27 Unrealized
Arista Networks Inc 0.2%
Value $801K Shares 2,285 Est. Cost $0.12 Unrealized
MRK Merck & Co Inc 0.1%
Value $744K Shares 6,012 Est. Cost $60.89 Unrealized +99.9%
BAC Bank of America Corporation 0.1%
Value $714K Shares 17,955 Est. Cost $14.31 Unrealized +157.4%
JNJ Johnson & Johnson 0.1%
Value $696K Shares 4,765 Est. Cost $87.89 Unrealized +60.9%
AMZN Amazon.com Inc 0.1%
Value $659K Shares 3,409 Est. Cost $107.89 Unrealized +70.3%
ABBV AbbVie Inc 0.1%
Value $647K Shares 3,773 Est. Cost $47.90 Unrealized +228.0%
CADE Cadence Bank 0.1%
Value $645K Shares 22,791 Est. Cost $26.45 Unrealized +0.7%
HOMB Home BancShares Inc 0.1%
Value $636K Shares 26,548 Est. Cost $18.90 Unrealized +25.6%
GOOGL Alphabet Inc A 0.1%
Value $556K Shares 3,052 Est. Cost $98.62 Unrealized +69.7%
SO Southern Co 0.1%
Value $534K Shares 6,890 Est. Cost $37.89 Unrealized +89.4%
TSN Tyson Foods Inc Class A 0.1%
Value $489K Shares 8,563 Est. Cost $32.74 Unrealized +68.8%
JPM JPMorgan Chase & Co 0.1%
Value $468K Shares 2,313 Est. Cost $86.80 Unrealized +117.9%
GOOG Alphabet Inc C 0.1%
Value $413K Shares 2,253 Est. Cost $100.31 Unrealized +68.4%
SCHX Schwab US Large-Cap ETF 0.1%
Value $392K Shares 6,102 Est. Cost $0.06 Unrealized
ABT Abbott Laboratories 0.1%
Value $383K Shares 3,690 Est. Cost $46.07 Unrealized +123.5%
WCN Waste Connections Inc 0.1%
Value $372K Shares 2,122 Est. Cost $51.13 Unrealized +223.9%
RSP Invesco S&P 500 Equal Weight ETF 0.1%
Value $366K Shares 2,225 Est. Cost $0.15 Unrealized
COST Costco Wholesale Corp 0.1%
Value $326K Shares 384 Est. Cost $468.77 Unrealized +65.1%
RF Regions Financial Corp 0.1%
Value $306K Shares 15,268 Est. Cost $8.66 Unrealized +108.5%
JBHT JB Hunt Transport Services Inc 0.1%
Value $303K Shares 1,895 Est. Cost $66.44 Unrealized +147.9%
OZK Bank OZK 0.1%
Value $280K Shares 6,825 Est. Cost $24.89 Unrealized +63.2%
AEP American Electric Power Co Inc 0.1%
Value $277K Shares 3,160 Est. Cost $43.35 Unrealized +90.6%
PEP PepsiCo Inc 0.1%
Value $275K Shares 1,665 Est. Cost $92.71 Unrealized +75.1%
ETR Entergy Corp 0.1%
Value $268K Shares 2,500 Est. Cost $27.58 Unrealized +86.1%
SCHF Schwab International Equity ETF 0.1%
Value $264K Shares 6,867 Est. Cost $30.61 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value $256K Shares 1,851 Est. Cost $63.06 Unrealized +98.7%
VO Vanguard Mid-Cap ETF 0.0%
Value $251K Shares 1,038 Est. Cost $221.26 Unrealized
META Meta Platforms Inc Class A 0.0%
Value $233K Shares 462 Est. Cost $443.21 Unrealized +9.0%
PG Procter & Gamble Co 0.0%
Value $218K Shares 1,322 Est. Cost $149.87 Unrealized +4.9%
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value $215K Shares 1,781 Est. Cost $122.44 Unrealized
AVGO Broadcom Inc Com 0.0%
Value $210K Shares 131 Est. Cost $137.66 Unrealized 0.0%
NWL Newell Brands Inc 0.0%
Value $64,000 Shares 10,003 Est. Cost $21.67 Unrealized -68.3%