LETSON INVESTMENT MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, LETSON INVESTMENT MANAGEMENT, INC. held in its portfolio 101 assets valued at $272,716,699 (i.e. $272.72M).
The most valuable assets in the portfolio included: ABBVIE INC ($25.43M), VISA INC ($18.95M), and JOHNSON & JOHNSON ($16.36M).
The chart below shows the top 10 valuable assets, and the table below shows the top 101 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LETSON INVESTMENT MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ABBVIE INC | 111293 | 25429313 | COM |
| VISA INC | 54018 | 18944820 | COM CL A |
| JOHNSON & JOHNSON | 79064 | 16362357 | COM |
| ABBOTT LABS | 108743 | 13624394 | COM |
| AMERICAN EXPRESS CO | 31863 | 11787565 | COM |
| ACCENTURE PLC IRELAND | 43894 | 11776792 | SHS CLASS A |
| LOEWS CORP | 102768 | 10822498 | COM |
| STRYKER CORPORATION | 21520 | 7563634 | COM |
| PEPSICO INC | 48128 | 6907281 | COM |
| MCDONALDS CORP | 20201 | 6174065 | COM |
| BANK AMERICA CORP | 108594 | 5972670 | COM |
| MERCK & CO INC | 53363 | 5616980 | COM |
| INTUIT | 8384 | 5553634 | COM |
| PAYCHEX INC | 48114 | 5397383 | COM |
| CARRIER GLOBAL CORPORATION | 99724 | 5269402 | COM |
| AUTOMATIC DATA PROCESSING IN | 20195 | 5194739 | COM |
| UNION PAC CORP | 22433 | 5189088 | COM |
| TRANE TECHNOLOGIES PLC | 12621 | 4912093 | SHS |
| FISERV INC | 67559 | 4537938 | COM |
| VANGUARD INDEX FDS | 13125 | 4400419 | TOTAL STK MKT |
| EQUIFAX INC | 20063 | 4353270 | COM |
| CANADIAN NATL RY CO | 43434 | 4293428 | COM |
| AMGEN INC | 13001 | 4255357 | COM |
| CHUBB LIMITED | 11881 | 3708399 | COM |
| JPMORGAN CHASE & CO. | 10714 | 3452322 | COM |
| RTX CORPORATION | 15818 | 2901009 | COM |
| NORTHROP GRUMMAN CORP | 4653 | 2653468 | COM |
| BECTON DICKINSON & CO | 13453 | 2610824 | COM |
| PHILIP MORRIS INTL INC | 16021 | 2569768 | COM |
| BROADCOM INC | 7420 | 2568062 | COM |
| ILLINOIS TOOL WKS INC | 10255 | 2525794 | COM |
| KEURIG DR PEPPER INC | 90150 | 2525103 | COM |
| OTIS WORLDWIDE CORP | 27266 | 2381694 | COM |
| COSTCO WHSL CORP NEW | 2429 | 2094582 | COM |
| PACKAGING CORP AMER | 9448 | 1948421 | COM |
| MCCORMICK & CO INC | 27445 | 1869279 | COM NON VTG |
| DISNEY WALT CO | 15623 | 1777429 | COM |
| GENERAC HLDGS INC | 12666 | 1727262 | COM |
| HOME DEPOT INC | 4996 | 1719124 | COM |
| AMERIPRISE FINL INC | 3381 | 1657840 | COM |
| SPDR DOW JONES INDL AVERAGE | 3300 | 1585881 | UT SER 1 |
| YUM BRANDS INC | 10460 | 1582389 | COM |
| COLGATE PALMOLIVE CO | 19928 | 1574711 | COM |
| NORFOLK SOUTHN CORP | 5418 | 1564392 | COM |
| CHEVRON CORP NEW | 10053 | 1532225 | COM |
| MICRON TECHNOLOGY INC | 5300 | 1512673 | COM |
| NVIDIA CORPORATION | 7987 | 1489576 | COM |
| MASTERCARD INCORPORATED | 2483 | 1417529 | CL A |
| HONEYWELL INTL INC | 5834 | 1138155 | COM |
| GENUINE PARTS CO | 8788 | 1080572 | COM |
| KRATOS DEFENSE & SEC SOLUTIO | 13170 | 999735 | COM NEW |
| MICROSOFT CORP | 1903 | 920329 | COM |
| PROGRESSIVE CORP | 4000 | 910880 | COM |
| SEMPRA | 10200 | 900558 | COM |
| COCA COLA CO | 12793 | 894359 | COM |
| BRISTOL-MYERS SQUIBB CO | 16493 | 889632 | COM |
| SERVICE CORP INTL | 10997 | 857436 | COM |
| CBIZ INC | 16020 | 808209 | COM |
| ALPHABET INC | 2294 | 719818 | CAP STK CL C |
| TJX COS INC NEW | 4489 | 689555 | COM |
| FIDELITY NATL INFORMATION SV | 8950 | 594817 | COM |
| THERMO FISHER SCIENTIFIC INC | 1002 | 580609 | COM |
| ABRDN PLATINUM ETF TRUST | 3100 | 577933 | PHYSCL PLATM SHS |
| INTERCONTINENTAL EXCHANGE IN | 3500 | 566860 | COM |
| IONQ INC | 12619 | 566215 | COM |
| MONDELEZ INTL INC | 10421 | 560962 | CL A |
| UBER TECHNOLOGIES INC | 6665 | 544597 | COM |
| PNC FINL SVCS GROUP INC | 2485 | 518694 | COM |
| ON HLDG AG | 9500 | 441560 | NAMEN AKT A |
| APPLE INC | 1612 | 438238 | COM |
| CONOCOPHILLIPS | 4603 | 430887 | COM |
| AFLAC INC | 3788 | 417703 | COM |
| LOWES COS INC | 1708 | 411901 | COM |
| ASML HOLDING N V | 376 | 402267 | N Y REGISTRY SHS |
| INVESCO QQQ TR | 652 | 400562 | UNIT SER 1 |
| ARISTA NETWORKS INC | 3000 | 393090 | COM SHS |
| SHERWIN WILLIAMS CO | 1211 | 392400 | COM |
| EXXON MOBIL CORP | 3231 | 388819 | COM |
| AIR PRODS & CHEMS INC | 1476 | 364602 | COM |
| ISHARES TR | 505 | 345895 | CORE S&P500 ETF |
| INTUITIVE SURGICAL INC | 593 | 335851 | COM NEW |
| ALTRIA GROUP INC | 5440 | 313670 | COM |
| PHILLIPS 66 | 2429 | 313438 | COM |
| FERRARI N V | 812 | 300083 | COM |
| MEDTRONIC PLC | 2824 | 271296 | SHS |
| XENON PHARMACEUTICALS INC | 6000 | 268920 | COM |
| ALPHABET INC | 853 | 266989 | CAP STK CL A |
| ALBEMARLE CORP | 1860 | 263078 | COM |
| AMPHENOL CORP NEW | 1929 | 260685 | CL A |
| TEXAS INSTRS INC | 1465 | 254163 | COM |
| ULTA BEAUTY INC | 411 | 248659 | COM |
| L3HARRIS TECHNOLOGIES INC | 842 | 247186 | COM |
| ELECTRONIC ARTS INC | 1200 | 245196 | COM |
| SIRIUSXM HOLDINGS INC | 12010 | 240140 | COMMON STOCK |
| AMAZON COM INC | 1003 | 231512 | COM |
| NVENT ELECTRIC PLC | 2122 | 216380 | SHS |
| ORACLE CORP | 1107 | 215765 | COM |
| RAYMOND JAMES FINL INC | 1305 | 209570 | COM |
| SELECT SECTOR SPDR TR | 1448 | 208469 | STATE STREET TEC |
| SMUCKER J M CO | 2120 | 207357 | COM NEW |
| MARQETA INC | 34014 | 161567 | CLASS A COM |
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