LATHROP INVESTMENT MANAGEMENT CO — 13F holdings

LATHROP INVESTMENT MANAGEMENT CO reported 89 holdings worth $565M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. WMT Walmart Inc — $24.7M (4.4%)
2. CSCO CISCO SYS INC — $24.4M (4.3%)
3. ADI ANALOG DEVICES INC — $23.4M (4.1%)
4. AAPL APPLE INC — $20.2M (3.6%)
5. RTX RTX CORPORATION — $19.7M (3.5%)
6. LH LABCORP HOLDINGS INC — $19.0M (3.4%)
7. KMI KINDER MORGAN INC DEL — $18.9M (3.3%)
8. MSFT MICROSOFT CORP — $18.5M (3.3%)
9. JCI JOHNSON CTLS INTL PLC — $18.3M (3.2%)
10. AYI ACUITY INC — $18.1M (3.2%)