§ 13F · FUND PROFILE
LETSON INVESTMENT MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $278.7T (13F)Positions · 99Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$973.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ABBV | ABBVIE INC | 111K | $25.4T | 9.3% | ±0% |
| 2 | V | VISA INC | 54K | $18.9T | 6.9% | ±0% |
| 3 | JNJ | JOHNSON & JOHNSON | 79K | $16.4T | 6.0% | ±0% |
| 4 | ABT | ABBOTT LABS | 109K | $13.6T | 5.0% | ±0% |
| 5 | AXP | AMERICAN EXPRESS CO | 32K | $11.8T | 4.3% | ±0% |
| 6 | ACN | ACCENTURE PLC IRELAND | 44K | $11.8T | 4.3% | −1% |
| 7 | L | LOEWS CORP | 103K | $10.8T | 4.0% | ±0% |
| 8 | SYK | STRYKER CORPORATION | 22K | $7.6T | 2.8% | ±0% |
| 9 | PEP | PEPSICO INC | 48K | $6.9T | 2.5% | −1% |
| 10 | MCD | MCDONALDS CORP | 20K | $6.2T | 2.3% | ±0% |
§ 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 $278741.8 trillion in assets. The fund runs a portfolio of 99 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed