§ 13F · FUND PROFILE
LETSON INVESTMENT MANAGEMENT, INC..
AUM · $273M (13F)Positions · 104Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ABBV | ABBVIE INC | 111K | $28M | 10.2% | ±0% |
| 2 | JNJ | JOHNSON & JOHNSON | 79K | $20M | 7.3% | ±0% |
| 3 | V | VISA INC | 54K | $19M | 6.8% | ±0% |
| 4 | L | LOEWS CORP | 103K | $12M | 4.3% | ±0% |
| 5 | AXP | AMERICAN EXPRESS CO | 31K | $11M | 3.9% | −1% |
| 6 | ABT | ABBOTT LABORATORIES | 109K | $10M | 3.6% | ±0% |
| 7 | SYK | STRYKER CORPORATION | 21K | $7M | 2.5% | ±0% |
| 8 | MRK | MERCK & CO INC | 52K | $7M | 2.4% | −3% |
| 9 | PEP | PEPSICO INC | 48K | $7M | 2.4% | ±0% |
| 10 | BAC | BANK OF AMER CORP | 108K | $6M | 2.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LETSON SIGNAL
AC read
LETSON INVESTMENT MANAGEMENT, INC. is a Other fund managing $273 million in assets. The fund runs a portfolio of 104 positions.
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