Institutions / Letson Investment Management, Inc.
Letson Investment Management, Inc.
CIK 2078069 · Institution · as of Dec 31, 2025
Portfolio value
$272.72M
Positions
101
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 101 →
| Company | Value | % of portfolio |
|---|---|---|
| AbbVie Inc. | $25.43M | 9.3% |
| Visa Inc | $18.94M | 6.9% |
| Johnson & Johnson | $16.36M | 6.0% |
| Abbott Laboratories | $13.62M | 5.0% |
| American Express Co | $11.79M | 4.3% |
| Accenture plc | $11.78M | 4.3% |
| Loews Corp | $10.82M | 4.0% |
| Stryker Corp | $7.56M | 2.8% |
| Pepsico Inc | $6.91M | 2.5% |
| Mcdonald'S Corp | $6.17M | 2.3% |
| Bank of America Corp /De | $5.97M | 2.2% |
| Merck & Co., Inc. | $5.62M | 2.1% |
| Intuit Inc. | $5.55M | 2.0% |
| Paychex Inc | $5.40M | 2.0% |
| CARRIER GLOBAL Corp | $5.27M | 1.9% |
| Automatic Data Processing Inc | $5.19M | 1.9% |
| Union Pacific Corp | $5.19M | 1.9% |
| Trane Technologies plc | $4.91M | 1.8% |
| Fiserv Inc | $4.54M | 1.7% |
| Vanguard Index Fds | $4.40M | 1.6% |
| Equifax Inc | $4.35M | 1.6% |
| Canadian Natl Ry Co | $4.29M | 1.6% |
| Amgen Inc | $4.26M | 1.6% |
| Chubb Ltd | $3.71M | 1.4% |
| JPMorgan Chase & Co | $3.45M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.