|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Lathrop Investment Management Company
✚
|
|
|---|---|
| CRD # | 334458 |
| SEC # | 801-131853 |
| CIK # | 0001124841 |
| AUM | $937.1 M (2025-02-04) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 501-227-4930 |
| Address | 500 Pleasant Valley Drive, Little Rock, AR 72227 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001124841 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cullen Frost Bankers Inc | 4.5 | ||
| Accenture PLC | 4.4 | ||
| Nvidia Corp | 3.3 | ||
| OLO Inc | 3.0 | ||
| Palo Alto Networks Inc | 2.0 | ||
| Lam Research Corp | 1.6 | ||
| Amazon Com Inc | 1.1 | ||
| Lilly Eli & Co | 1.0 | ||
| Coca Cola Co | 0.9 | ||
| Bank of America Corp /DE/ | 0.9 | ||
| AbbVie Inc | 0.8 | ||
| Johnson & Johnson | 0.7 | ||
| Amazon HoldCo Inc | 0.7 | ||
| Southern Co | 0.7 | ||
| Arista Networks Inc | 0.6 | ||
| Home Bancshares Inc | 0.5 | ||
| Abbott Laboratories | 0.5 | ||
| Facebook Inc | 0.5 | ||
| Alphabet Inc | 0.5 | ||
| Tyson Foods Inc | 0.5 | ||
| Merck & Co Inc | 0.5 | ||
| Entergy Corp /DE/ | 0.4 | ||
| Costco Wholesale Corp /NEW | 0.4 | ||
| Emcor Group Inc | 0.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 45.9 |
| (b) Individuals (high net worth individuals) | 145 | 540.2 |
| (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 | 5 | 312.9 |
| (h) Charitable organizations | 0 | 10.4 |
| (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 | 3 | 27.7 |
| (n) Other | 0 | 0.0 |
| Total | 818 | 937.1 |
| By Discretionary | ||
| Discretionary | 817 | 714.0 |
| Non-Discretionary | 1 | 223.1 |
| Total | 818 | 937.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.0 | |
| United States Persons | 933.1 | |
| Total | 818 | 937.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001124841] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ignite Planners LLC
✚
|
CA | 0.9 |
|
Harvey Investment Company LLC
✚
|
KY | 0.9 |
|
Passive Capital Management LLC
✚
|
NY | 0.9 |
|
Randolph Co Inc
✚
|
OH | 0.9 |
|
Summit Asset Management LLC
✚
|
TN | 0.9 |
|
Rae & Lipskie Investment Counsel Inc
✚
|
0.9 | |
|
Accuvest Global Advisors Inc
✚
|
UT | 0.9 |
|
Cutter and Company Brokerage Inc
✚
|
MO | 0.9 |
|
Pinnacle Wealth Advisors
✚
|
TN | 0.9 |
|
CA Family Wealth LLC
✚
|
CA | 0.9 |