LETSON INVESTMENT MANAGEMENT, INC. 13F Holdings

CIK 0002078069 · ATLANTA, GA

As of Sep 30, 2025, LETSON INVESTMENT MANAGEMENT, INC. reported 99 positions worth $278.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ABBVIE INCABBVEquity111,329$25.8M9.25%
VISA INC-CLASS A SHARESVFinancial Services54,018 8.4M6.62%
JOHNSON & JOHNSONJNJHealthcare79,060 4.7M5.26%
ABBOTT LABORATORIESABTHealthcare108,737 4.6M5.22%
ACCENTURE PLCACNTechnology44,193 0.9M3.91%
AMERICAN EXPRESS COAXPFinancial Services31,999 0.6M3.81%
LOEWS CORPLFinancial Services102,768 0.3M3.70%
FISERV INCFISVTechnology73,166$9.4M3.38%
STRYKER CORPSYKHealthcare21,520$8.0M2.85%
PEPSICO INCPEPConsumer Defensive48,631$6.8M2.45%
CARRIER GLOBAL CORPCARRBasic Materials106,118$6.3M2.27%
PAYCHEX INCPAYXIndustrials48,409$6.1M2.20%
MCDONALDS CORPMCDConsumer Cyclical20,135$6.1M2.20%
AUTOMATIC DATA PROCESSING INCADPIndustrials20,192$5.9M2.13%
INTUIT INCINTUTechnology8,407$5.7M2.06%
BANK OF AMERICA CORPBACFinancial Services108,593$5.6M2.01%
TRANE TECHNOLOGIES PLCTTBasic Materials12,647$5.3M1.91%
UNION PACIFIC CORPUNPIndustrials22,345$5.3M1.89%
EQUIFAX INCEFXIndustrials20,063$5.1M1.85%
MERCK & CO INCMRKHealthcare53,350$4.5M1.61%
VANGUARD TOTAL STOCK MKT ETFVTI—13,125$4.3M1.55%
CANADIAN NATIONAL RAILWAY COCNIIndustrials43,870$4.1M1.48%
AMGEN INCAMGNHealthcare13,001$3.7M1.32%
JPMORGAN CHASE & COJPMFinancial Services10,792$3.4M1.22%
CHUBB LTDCBFinancial Services11,880$3.4M1.20%