LATHROP INVESTMENT MANAGEMENT CO
Top Portfolio Positions
73 positions ·
$515,904,835 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
223,788 | $27,812,372 | 5.39% | |
| ADI |
Analog Devices Inc
Technology
|
65,581 | $20,863,939 | 4.04% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
607,715 | $20,376,683 | 3.95% | |
| RTX |
RTX Corp
Industrials
|
104,400 | $20,138,760 | 3.90% | |
| XOM |
Exxon Mobil Corp
Energy
|
114,521 | $19,429,632 | 3.77% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
69,384 | $18,512,345 | 3.59% | |
| MSFT |
Microsoft Corp
Technology
|
49,530 | $18,334,520 | 3.55% | |
| AAPL |
Apple Inc.
Technology
|
70,030 | $17,772,913 | 3.44% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
29,802 | $17,543,841 | 3.40% | |
| KEX |
Kirby Corp
Industrials
|
130,329 | $17,318,117 | 3.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WEST
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $100,363 | 23,615 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $96,113 | 23,615 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $88,524 | 18,215 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $98,641 | 17,215 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $124,292 | 17,215 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $110,520 | 17,215 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||