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| Lathrop Investment Management Company
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|---|---|
| CRD # | 334458 |
| SEC # | 801-131853 |
| CIK # | 0001124841 |
| AUM | 1,009.8 M (2026-03-25) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 501-227-4930 |
| Address | 500 Pleasant Valley Drive Little Rock, AR 72227 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001124841 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Accenture PLC | 3.6 | ||
| Nvidia Corp | 3.6 | ||
| Cullen Frost Bankers Inc | 3.1 | ||
| Lam Research Corp | 2.2 | ||
| Palo Alto Networks Inc | 1.6 | ||
| Amazon Com Inc | 1.1 | ||
| Johnson & Johnson | 1.1 | ||
| Coca Cola Co | 1.0 | ||
| Lilly Eli & Co | 1.0 | ||
| AbbVie Inc | 0.9 | ||
| Alphabet Inc | 0.8 | ||
| Bank of America Corp /DE/ | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Merck & Co Inc | 0.7 | ||
| Southern Co | 0.7 | ||
| Arista Networks Inc | 0.7 | ||
| Tyson Foods Inc | 0.6 | ||
| Hunt J B Transport Services Inc | 0.6 | ||
| Huntington Bancshares Inc/MD | 0.6 | ||
| Entergy Corp /DE/ | 0.6 | ||
| Home Bancshares Inc | 0.5 | ||
| Amazon HoldCo Inc | 0.5 | ||
| Emcor Group Inc | 0.5 | ||
| Facebook Inc | 0.5 | ||
| GE Vernova Inc | 0.5 | ||
| American Electric Power Co Inc | 0.4 | ||
| Costco Wholesale Corp /NEW | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 47.3 |
| (b) Individuals (high net worth individuals) | 150 | 584.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 339.3 |
| (h) Charitable organizations | 0 | 11.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 28.2 |
| (n) Other | 0 | 0.0 |
| Total | 836 | 1,009.8 |
| By Discretionary | ||
| Discretionary | 835 | 766.2 |
| Non-Discretionary | 1 | 243.6 |
| Total | 836 | 1,009.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.3 | |
| United States Persons | 1,005.5 | |
| Total | 836 | 1,009.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001124841] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 (2 non-US) |
| Serves | Institutional, Retail |
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