Institutional Manager · CIK 0002078069
LETSON INVESTMENT MANAGEMENT, INC.
ATLANTA, GA · File #028-25738
Latest AUM
$272.7M
Positions
101
Top-10 Concentration
51.9%
Filings
9
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025101 pos · $272.7M
- 13F HOLDINGS REPORTQ/E Sep 202599 pos · $278.7M
- 13F HOLDINGS REPORTQ/E Jun 202588 pos · $226.0M
- 13F HOLDINGS REPORTQ/E Jun 202595 pos · $236.4M
- 13F HOLDINGS REPORTQ/E Jun 202591 pos · $247.4M
- 13F HOLDINGS REPORTQ/E Jun 202592 pos · $215.1M
- 13F HOLDINGS REPORTQ/E Jun 202593 pos · $253.3M
- 13F HOLDINGS REPORTQ/E Jun 202588 pos · $248.0M
- 13F HOLDINGS REPORTQ/E Jun 202591 pos · $254.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ABBVIE INC | ABBV | 111,293 | $25.4M | 10.19% |
| 2 | VISA INC | V | 54,018 | $18.9M | 7.59% |
| 3 | JOHNSON & JOHNSON | JNJ | 79,064 | $16.4M | 6.56% |
| 4 | ABBOTT LABS | ABLZF | 108,743 | $13.6M | 5.46% |
| 5 | AMERICAN EXPRESS CO | AXP | 31,863 | $11.8M | 4.72% |
| 6 | ACCENTURE PLC IRELAND | ACN | 43,894 | $11.8M | 4.72% |
| 7 | LOEWS CORP | L | 102,768 | $10.8M | 4.34% |
| 8 | STRYKER CORPORATION | SYK | 21,520 | $7.6M | 3.03% |
| 9 | PEPSICO INC | PEP | 48,128 | $6.9M | 2.77% |
| 10 | MCDONALDS CORP | MCD | 20,201 | $6.2M | 2.47% |
| 11 | BANK AMERICA CORP | 060505104 | 108,594 | $6.0M | 2.39% |
| 12 | MERCK & CO INC | MRK | 53,363 | $5.6M | 2.25% |
| 13 | INTUIT | INTU | 8,384 | $5.6M | 2.23% |
| 14 | PAYCHEX INC | PAYX | 48,114 | $5.4M | 2.16% |
| 15 | CARRIER GLOBAL CORPORATION | CARR | 99,724 | $5.3M | 2.11% |
| 16 | AUTOMATIC DATA PROCESSING IN | ADP | 20,195 | $5.2M | 2.08% |
| 17 | UNION PAC CORP | UNP | 22,433 | $5.2M | 2.08% |
| 18 | TRANE TECHNOLOGIES PLC | TT | 12,621 | $4.9M | 1.97% |
| 19 | FISERV INC | FISV | 67,559 | $4.5M | 1.82% |
| 20 | VANGUARD INDEX FDS | 922908769 | 13,125 | $4.4M | 1.76% |