LATHROP INVESTMENT MANAGEMENT CO Diversified Active

Location: Little Rock, AR

CIK: 0001124841 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 12, 2026

Total Value: $534M

Holdings (83)

WMT Wal-Mart Stores Inc 5.2%
Value $27.81M Shares 223,788 Est. Cost $45.06 Unrealized +170.8%
ADI Analog Devices Inc 3.9%
Value $20.86M Shares 65,581 Est. Cost $87.18 Unrealized +262.7%
KMI Kinder Morgan Inc P 3.8%
Value $20.38M Shares 607,715 Est. Cost $12.70 Unrealized +134.3%
RTX RTX CORP 3.8%
Value $20.14M Shares 104,400 Est. Cost $89.73 Unrealized +119.1%
XOM Exxon Mobil Corp 3.6%
Value $19.43M Shares 114,521 Est. Cost $59.57 Unrealized +132.9%
LH Labcorp Holdings Inc 3.5%
Value $18.51M Shares 69,384 Est. Cost $201.87 Unrealized +34.3%
MSFT Microsoft Corp 3.4%
Value $18.34M Shares 49,530 Est. Cost $28.54 Unrealized +1422.9%
AAPL Apple Inc 3.3%
Value $17.77M Shares 70,030 Est. Cost $135.66 Unrealized +93.7%
MLM Martin Marietta Materials Inc 3.3%
Value $17.54M Shares 29,802 Est. Cost $201.49 Unrealized +228.1%
KEX Kirby Corp 3.2%
Value $17.32M Shares 130,329 Est. Cost $64.39 Unrealized +93.5%
JCI Johnson Controls International PLC 3.2%
Value $17.21M Shares 131,439 Est. Cost $46.15 Unrealized +173.1%
SCHW Charles Schwab Corp 3.2%
Value $17.14M Shares 182,420 Est. Cost $41.56 Unrealized +140.9%
CSCO Cisco Systems Inc 3.2%
Value $17.13M Shares 220,719 Est. Cost $25.35 Unrealized +207.3%
J Jacobs Solutions Inc 3.0%
Value $15.95M Shares 125,298 Est. Cost $101.31 Unrealized +36.8%
TMO Thermo Fisher Scientific Inc 2.8%
Value $15.12M Shares 30,770 Est. Cost $112.47 Unrealized +410.9%
SYK Stryker Corp 2.7%
Value $14.27M Shares 43,432 Est. Cost $207.34 Unrealized +75.9%
AYI Acuity Brands Inc 2.5%
Value $13.61M Shares 48,558 Est. Cost $91.85 Unrealized +250.3%
MKL Markel Group Inc 2.5%
Value $13.49M Shares 7,049 Est. Cost $1384.72 Unrealized +50.1%
ALC Alcon Inc 2.5%
Value $13.33M Shares 176,860 Est. Cost $62.54 Unrealized +28.7%
TER Teradyne Inc 2.4%
Value $12.71M Shares 42,882 Est. Cost $94.59 Unrealized +181.1%
ITW Illinois Tool Works Inc 2.4%
Value $12.57M Shares 48,288 Est. Cost $63.91 Unrealized +327.5%
SONY Sony Group Corp 2.3%
Value $12.23M Shares 591,040 Est. Cost $38.53 Unrealized
JPM JPMorgan Chase & Co 2.3%
Value $12.13M Shares 41,252 Est. Cost $246.14 Unrealized +26.5%
DIS Walt Disney Co 2.3%
Value $12.1M Shares 125,581 Est. Cost $75.18 Unrealized +45.6%
SLB Schlumberger Ltd 2.2%
Value $11.69M Shares 227,417 Est. Cost $35.98 Unrealized +34.2%
HD The Home Depot Inc 2.2%
Value $11.65M Shares 35,414 Est. Cost $224.14 Unrealized +68.2%
IBM International Business Machines Corp 1.7%
Value $9.097M Shares 37,530 Est. Cost $116.29 Unrealized +144.2%
SCHZ Schwab US Aggregate Bond ETF 1.6%
Value $8.59M Shares 369,953 Est. Cost $25.57 Unrealized
ORCL Oracle Corp 1.5%
Value $8.013M Shares 54,468 Est. Cost $117.37 Unrealized +44.5%
GE GE Aerospace 1.4%
Value $7.707M Shares 27,161 Est. Cost $87.16 Unrealized +265.1%
ADBE Adobe Systems Inc 1.3%
Value $6.895M Shares 28,365 Est. Cost $118.56 Unrealized +144.5%
NKE Nike Inc B 1.1%
Value $5.837M Shares 110,516 Est. Cost $50.52 Unrealized +26.6%
CVS CVS Health Corp 1.1%
Value $5.816M Shares 80,984 Est. Cost $55.33 Unrealized +40.9%
MRSH Marsh & Mclennan Companies Inc 1.0%
Value $5.595M Shares 32,256 Est. Cost $221.60 Unrealized -18.2%
DHR Danaher Corp 1.0%
Value $5.506M Shares 29,038 Est. Cost $230.78 Unrealized -2.6%
BRK/B Berkshire Hathaway Inc B 0.9%
Value $4.851M Shares 10,123 Est. Cost $212.96 Unrealized +131.7%
UPS United Parcel Service Inc Class B 0.9%
Value $4.639M Shares 47,152 Est. Cost $72.63 Unrealized +51.3%
SCHM Schwab US Mid-Cap ETF 0.8%
Value $4.249M Shares 137,249 Est. Cost $30.88 Unrealized
ACN Accenture PLC A 0.7%
Value $3.615M Shares 18,230 Est. Cost $322.71 Unrealized -21.5%
NVDA NVIDIA Corp 0.7%
Value $3.587M Shares 20,569 Est. Cost $96.94 Unrealized +92.5%
CFR Cullen/Frost Bankers Inc 0.6%
Value $3.115M Shares 22,726 Est. Cost $53.18 Unrealized +163.4%
LRCX Lam Research Corp 0.4%
Value $2.209M Shares 10,338 Est. Cost $76.15 Unrealized +196.7%
PANW Palo Alto Networks Inc 0.3%
Value $1.639M Shares 10,223 Est. Cost $131.70 Unrealized +30.7%
BRK/A Berkshire Hathaway Inc A 0.3%
Value $1.436M Shares 2 Est. Cost $729330.75 Unrealized +1.5%
SCHX Schwab US Large-Cap ETF 0.2%
Value $1.23M Shares 47,989 Est. Cost $32.62 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.2%
Value $1.201M Shares 6,256 Est. Cost $167.34 Unrealized
AMZN Amazon.com Inc 0.2%
Value $1.128M Shares 5,414 Est. Cost $145.60 Unrealized +55.8%
JNJ Johnson & Johnson 0.2%
Value $1.109M Shares 4,535 Est. Cost $87.89 Unrealized +159.3%
KO Coca-Cola Co 0.2%
Value $965K Shares 12,686 Est. Cost $31.12 Unrealized +140.2%
LLY Eli Lilly and Co 0.2%
Value $964K Shares 1,048 Est. Cost $192.74 Unrealized +443.3%
ABBV AbbVie Inc 0.2%
Value $947K Shares 4,355 Est. Cost $65.73 Unrealized +238.6%
GOOGL Alphabet Inc A 0.1%
Value $774K Shares 2,691 Est. Cost $114.13 Unrealized +183.3%
BAC Bank of America Corporation 0.1%
Value $761K Shares 15,602 Est. Cost $15.42 Unrealized +248.1%
GOOG Alphabet Inc C 0.1%
Value $708K Shares 2,469 Est. Cost $143.86 Unrealized +125.0%
MRK Merck & Co Inc 0.1%
Value $706K Shares 5,866 Est. Cost $60.89 Unrealized +87.7%
SO Southern Co 0.1%
Value $688K Shares 7,126 Est. Cost $39.23 Unrealized +128.2%
ANET Arista Networks Inc 0.1%
Value $677K Shares 5,513 Est. Cost $102.84 Unrealized +31.3%
TSN Tyson Foods Inc Class A 0.1%
Value $615K Shares 9,592 Est. Cost $35.18 Unrealized +77.0%
JBHT JB Hunt Transport Services Inc 0.1%
Value $581K Shares 2,743 Est. Cost $99.03 Unrealized +116.0%
HBAN Huntington Bancshares Inc 0.1%
Value $576K Shares 36,818 Est. Cost $17.89 Unrealized 0.0%
ETR Entergy Corp 0.1%
Value $562K Shares 5,000 Est. Cost $48.77 Unrealized +99.7%
HOMB Home BancShares Inc 0.1%
Value $528K Shares 19,594 Est. Cost $19.19 Unrealized +51.0%
AMTM Amentum Holdings Inc 0.1%
Value $523K Shares 20,044 Est. Cost $28.49 Unrealized +17.5%
EME EMCOR Group Inc 0.1%
Value $515K Shares 698 Est. Cost $440.85 Unrealized +64.8%
META Meta Platforms Inc Class A 0.1%
Value $509K Shares 890 Est. Cost $519.71 Unrealized +26.1%
GEV GE Vernova Inc 0.1%
Value $451K Shares 517 Est. Cost $476.03 Unrealized +54.8%
AEP American Electric Power Co Inc 0.1%
Value $414K Shares 3,160 Est. Cost $43.35 Unrealized +178.1%
COST Costco Wholesale Corp 0.1%
Value $401K Shares 402 Est. Cost $496.48 Unrealized +94.1%
ABT Abbott Laboratories 0.1%
Value $397K Shares 3,870 Est. Cost $49.21 Unrealized +134.6%
RF Regions Financial Corp 0.1%
Value $344K Shares 13,168 Est. Cost $8.66 Unrealized +234.7%
SCHF Schwab International Equity ETF 0.1%
Value $341K Shares 13,792 Est. Cost $22.21 Unrealized
OZK Bank OZK 0.1%
Value $314K Shares 6,841 Est. Cost $26.69 Unrealized +81.1%
WCN Waste Connections Inc 0.1%
Value $288K Shares 1,772 Est. Cost $57.45 Unrealized +191.3%
CAT Caterpillar Inc 0.1%
Value $288K Shares 407 Est. Cost $555.50 Unrealized +23.2%
PEP PepsiCo Inc 0.1%
Value $281K Shares 1,809 Est. Cost $100.24 Unrealized +54.4%
BMY Bristol-Myers Squibb Company 0.1%
Value $279K Shares 4,601 Est. Cost $47.53 Unrealized +20.8%
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value $260K Shares 1,781 Est. Cost $122.44 Unrealized
QQQ Invesco QQQ Trust 0.0%
Value $234K Shares 405 Est. Cost $508.28 Unrealized
NFLX Netflix Inc 0.0%
Value $223K Shares 2,320 Est. Cost $108.22 Unrealized -22.5%
DFAC Dimensional US Core Equity ETF 0.0%
Value $214K Shares 5,502 Est. Cost $38.53 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value $206K Shares 7,068 Est. Cost $32.04 Unrealized
V Visa Inc Class A 0.0%
Value $201K Shares 666 Est. Cost $340.38 Unrealized -3.3%
WEST Westrock Coffee 0.0%
Value $100K Shares 23,615 Est. Cost $6.26 Unrealized -25.2%