Lathrop-Investment-Management-Co
AI_NATIVE detailed information: This accession holds the following tickers:[ "RF", "ACN", "ABT", "ABBV", "ADBE", "GOOGL", "AYI", "WEST", "HD", "ITW", "META", "TGI", "KMI", "LRCX", "IWS", "MSFT", "GE", "ANET", "ORCL", "PANW", "PEP", "UNH", "AAPL", "NVDA", "PG", "MRK", "SCHX", null, "SLB", "RTX", "IBM", "SYK", "TMO", "TSN", "UPS", "VO", "HOMB", "SCHW", "ALC", "ETR", "AMD", "SONY", "FI", "WCN", "AEP", "AMZN", "AMTM", "WMT", "OLO", null, "JBHT", "KEX", "JCI", "LH", "MKL", "TER", "SO", "KMB", "BAC", "OZK", "BRK-A", "BRK-B", "BMY", "CADE", "CRL", "CSCO", "KO", "COST", "CVS", "CFR", "DHR", "RSP", "J", "ADI", "NKE", "QQQ", "DIS", "GOOG", "XOM", "JNJ", "LLY", "MLM", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 83
- Total Value
- 503804
- Accession Number
- 0001124841-25-000003
- Form Type
- 13F-HR
- Manager Name
- Lathrop-Investment-Management-Co
Data Enrichment
98% identified81 identified2 unidentified
Holdings
83 positions • $503.8K total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
447 | QoQ +10.64% (+43)YoY NEW(+447) | All Managers (Combined) | $210.0K | 41.7% ($210.0K/$503.8K) | QoQ +1.44% (+$0)YoY NEW(+$0) | |
FISERV INC(FIcusip337738108) | 939 | QoQ NEW(+939) YoY NEW(+939) | All Managers (Combined) | $207.0K | 41.1% ($207.0K/$503.8K) | QoQ NEW(+$0) YoY NEW(+$0) |
17.2K | QoQ 0.00% (+0)YoY NEW(+17.2K) | All Managers (Combined) | $124.0K | 24.6% ($124.0K/$503.8K) | QoQ +11.71% (+$0)YoY NEW(+$0) |