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Letson Investment Management, Inc.

All holdings · as of Dec 31, 2025

101 positions

CompanyClassValueShares% of portfolio
Marqeta Inc—$161.6K34,0140.1%
J M SMUCKER Co—$207.4K2,1200.1%
SELECT SECTOR SPDR TR—$208.5K1,4480.1%
RAYMOND JAMES FINANCIAL INC—$209.6K1,3050.1%
ORACLE CORP—$215.8K1,1070.1%
nVent Electric plc—$216.4K2,1220.1%
Amazon.com Inc—$231.5K1,0030.1%
Sirius XM Holdings Inc—$240.1K12,0100.1%
ELECTRONIC ARTS INC.—$245.2K1,2000.1%
L3HARRIS TECHNOLOGIES, INC. /DE—$247.2K8420.1%
Ulta Beauty, Inc.—$248.7K4110.1%
TEXAS INSTRUMENTS INC—$254.2K1,4650.1%
AMPHENOL CORP /DE—$260.7K1,9290.1%
ALBEMARLE CORP—$263.1K1,8600.1%
Alphabet Inc.—$267.0K8530.1%
Xenon Pharmaceuticals Inc.—$268.9K6,0000.1%
Medtronic plc—$271.3K2,8240.1%
FERRARI N V—$300.1K8120.1%
Phillips 66—$313.4K2,4290.1%
ALTRIA GROUP, INC.—$313.7K5,4400.1%
Intuitive Surgical Inc—$335.9K5930.1%
ISHARES TR—$345.9K5050.1%
Air Products & Chemicals, Inc.—$364.6K1,4760.1%
EXXON MOBIL CORP—$388.8K3,2310.1%
SHERWIN WILLIAMS CO—$392.4K1,2110.1%
Arista Networks, Inc.ANETCommon Stock$393.1K3,0000.1%
INVESCO QQQ TR—$400.6K6520.1%
ASML HOLDING N V—$402.3K3760.1%
LOWES COMPANIES INC—$411.9K1,7080.2%
AFLAC INC—$417.7K3,7880.2%
ConocoPhillips—$430.9K4,6030.2%
Apple Inc.—$438.2K1,6120.2%
ON HLDG AG—$441.6K9,5000.2%
The PNC Financial Services Group, Inc.—$518.7K2,4850.2%
Uber Technologies, Inc—$544.6K6,6650.2%
Mondelez International, Inc.—$561.0K10,4210.2%
IonQ, Inc.—$566.2K12,6190.2%
Intercontinental Exchange, Inc.—$566.9K3,5000.2%
ABRDN PLATINUM ETF TRUST—$577.9K3,1000.2%
THERMO FISHER SCIENTIFIC INC.—$580.6K1,0020.2%
Fidelity National Information Services Inc—$594.8K8,9500.2%
TJX Cos Inc/The—$689.6K4,4890.3%
Alphabet Inc.—$719.8K2,2940.3%
CBIZ, Inc.—$808.2K16,0200.3%
SERVICE CORP INTERNATIONAL—$857.4K10,9970.3%
BRISTOL MYERS SQUIBB CO—$889.6K16,4930.3%
COCA COLA CO—$894.4K12,7930.3%
Sempra—$900.6K10,2000.3%
PROGRESSIVE CORP/OH—$910.9K4,0000.3%
MICROSOFT CORP—$920.3K1,9030.3%
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