You're signed outSign in or to get full access.
Lathrop Investment Management Corp.
Lathrop Investment Management Corp is an independent asset management firm headquartered in Little Rock, Arkansas. Founded in 1998, the firm provides portfolio management and investment advisory services for high net worth individuals and institutional clients, with a focus on long-term relationships and personalized strategies. Lathrop employs dedicated professionals experienced in portfolio management, financial planning, and client service.
Investment Strategy
Lathrop Investment Management Corp implements a fundamental, research-driven investment process focused primarily on domestic equities and fixed income securities. The firm constructs portfolios tailored to client objectives, emphasizing quality, diversification, and long-term appreciation. Lathrop’s philosophy prioritizes capital preservation, risk management, and consistent returns, making use of direct security selection and active monitoring with a disciplined value-oriented approach.
Latest 13F Filing Activity
Lathrop Investment Management Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 83 equity positions with a total 13F market value of $529M. The fund increased holdings in JPMorgan Chase & Co., Marsh & Mclennan Companies Inc., Microsoft Corp. among other positions. Lathrop Investment Management Corp. reduced exposure to Cullen/frost Bankers Inc., Apple Inc., Charles River Laboratories International Inc. among others.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WMT | Wal-Mart Stores Inc | 5.08% | $26.8M | 274,571 | $24.39 | $97.78 | +$1.9M |
M MSFT | Microsoft Corp | 4.99% | $26.4M | 53,076 | $31.92 | $497.41 | +$5.7M |
K KMI | Kinder Morgan Inc P | 3.54% | $18.7M | 637,137 | $16.89 | $29.40 | +$105.0K |
L LH | Labcorp Holdings Inc | 3.45% | $18.3M | 69,559 | $204.97 | $262.51 | +$1.8M |
S SYK | Stryker Corp | 3.39% | $17.9M | 45,317 | $221.70 | $395.63 | +$532.0K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more