LATHROP INVESTMENT MANAGEMENT CO
•CIK: 1124841•Filing: Q4 2025
**LATHROP INVESTMENT MANAGEMENT CO** manages $551M across a diversified portfolio of 85 positions. The fund maintains significant exposure to technology and industrials, highlighted by top holdings including WMT at $27.8M and MSFT at $24.9M. Further allocations are notable in defense and healthcare, with RTX positioned at $20.9M and TMO at $17.6M. This concentration suggests a tactical, large-cap focus across established sectors.
Total AUM
$551.1M
QoQ Performance
+1.7%
Positions
85
Top 10 Concentration
36.6%
Latest Filing
Q4 2025
Top Holdings Allocation
WMT
WMT5.0%
MSFT4.5%
RTX3.8%
MLM3.5%
AAPL3.5%
ADI3.3%
SCHW3.3%
AYI3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.5%
Technology19.2%
Industrial8.9%
Consumer8.8%
Financial7.1%
Healthcare6.8%
Energy3.7%
Communication2.7%
Changes from Q3 2025
NEW3 new positions
↑29 increased
↓42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023