Investing in Q4 2022 vs. Q1 2023: Analysis of Lathrop Investment Management Corp's 13F Holdings Comparison

As an investor, keeping track of the latest investment trends is vital to make informed decisions for your financial future. One way to do this is by following public trading disclosures from hedge funds like Lathrop Investment Management Corp. In this article, we'll explore the changes in holdings between Q4 2022 and Q1 2023, as disclosed in the company's 13F filings.

Microsoft Corp and Apple Inc Holdings Decreased, Others Grew

Lathrop's filings from Q4 2022 reveal that the top two stock holdings were Microsoft Corp and Apple Inc. It's no surprise that these companies are among the most profitable and popular tech giants in the world. However, Q1 2023 filings show that the hedge fund decreased its Microsoft Corp holdings by 0.7% and Apple Inc holdings by 1.2% in terms of shares. Conversely, holdings in Thermo Fisher Scientific Inc, Analog Devices Inc, and Martin Marietta Materials Inc increased by 4%, 20%, and 4.6% respectively.

Jacobs Solutions and Illinois Tool Works Inc Holdings Saw Small Changes

Jacobs Solutions Inc is an engineering and construction management company, and Lathrop's Q4 2022 filings showed that it held the 6th position in stock holdings. However, this position didn't yield the desired returns, as its holdings only increased by 0.33% in Q1 2023 filings. Lathrop's holdings in Illinois Tool Works Inc, a global company that manufactures industrial equipment, saw a 2.2% decrease in shares, but an increase of 8% in value from Q4 2022 to Q1 2023.

Stryker Corp, United Parcel Service Inc Class B, and Acuity Brands Inc Holdings Grew Significantly

Stryker Corp and United Parcel Service Inc Class B both experienced significant growth in Lathrop's holdings. Q1 2023 filings showed these holdings increased by 18.5% and 10.6%, respectively. Stryker Corp is a medical technology company that specializes in orthopedics, psychiatric care, and neurotechnology. This expansion could signal Lathrop's confidence in the continued growth of the healthcare industry. United Parcel Service Inc Class B is a global delivery and logistics company, and its growth may reflect the ongoing trend of consumers purchasing items online. Acuity Brands Inc, a lighting solutions provider, also experienced a 9.9% growth in holdings, reflecting Lathrop's faith in the growing smart home industry.

Schwab US Aggregate Bond ETF, CVS Health Corp, and Invesco S&P 500 Equal Weight ETF Holdings Decreased

The healthcare industry experienced a decline in Lathrop's holdings, with CVS Health Corp seeing a 23.7% decrease in value. Additionally, Lathrop's holdings in the Schwab US Aggregate Bond ETF saw a significant drop in the value of 10.3%. However, the most dramatic drop occurred with the Invesco S&P 500 Equal Weight ETF, where Lathrop held no shares in Q4 2022, but a considerable 1840 shares in Q1 2023 filings.

Conclusion

It's clear that Lathrop Investment Management Corp is focusing on long-term growth strategies, with increased investment in companies specializing in healthcare, logistics, and energy solutions. The shifts in stock holdings from Q4 2022 to Q1 2023 demonstrate a willingness to adapt to changing market trends. As always, investors should keep a close eye on these changes to stay ahead of the curve and make informed financial decisions.