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Portfolio (Quarterly) Guide ↗

LATHROP INVESTMENT MANAGEMENT CO

· CIK 0001124841
13F Portfolio $534M AUM 83 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 17 Added 40 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HBAN Huntington Bancshares Inc Financial Services 36,818.0 $576K 0.11% NEW $15.64 +7.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.4%
Industrials 21.8%
Healthcare 15.1%
Financial Services 10.6%
Energy 10.1%
Consumer Defensive 5.9%
Consumer Cyclical 3.6%
Basic Materials 3.4%
Communication Services 2.8%
Utilities 0.3%