§ 13F · FUND PROFILE
LETSON INVESTMENT MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $279M (13F)Positions · 99Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ABBV | ABBVIE INC | 111K | $24M | 9.3% | ±0% |
| 2 | JNJ | JOHNSON & JOHNSON | 79K | $19M | 7.4% | ±0% |
| 3 | V | VISA INC | 54K | $16M | 6.3% | ±0% |
| 4 | ABT | ABBOTT LABORATORIES | 109K | $11M | 4.3% | ±0% |
| 5 | L | LOEWS CORP | 103K | $11M | 4.2% | ±0% |
| 6 | AXP | AMERICAN EXPRESS CO | 31K | $10M | 3.7% | −1% |
| 7 | ACN | ACCENTURE PLC IRELAND | 44K | $9M | 3.3% | ±0% |
| 8 | PEP | PEPSICO INC | 48K | $7M | 2.9% | ±0% |
| 9 | SYK | STRYKER CORPORATION | 21K | $7M | 2.7% | −1% |
| 10 | MRK | MERCK & CO INC | 53K | $6M | 2.5% | ±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 $279 million in assets. The fund runs a portfolio of 99 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed