Letson Investment Management, Inc. Portfolio Holdings

Letson Investment Management, Inc.

  • $279 Billion
  • Q3 2025

Letson Investment Management, Inc. has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $279 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $25.8B, Visa Inc. with a value of $18.4B, Johnson & Johnson with a value of $14.7B, Abbott Laboratories with a value of $14.6B, and Accenture PLC with a value of $10.9B.

Examining the 13F form we can see an increase of $25.5B in the current position value, from $253B to 279B.

Letson Investment Management, Inc. is based out at Atlanta, GA

Below you can find more details about Letson Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $279 Billion
Healthcare: $75.4 Billion
Financial Services: $57.5 Billion
Industrials: $57.4 Billion
Technology: $35.8 Billion
Consumer Defensive: $19.5 Billion
Consumer Cyclical: $16.1 Billion
ETFs: $8.76 Billion
Communication Services: $2.8 Billion
Other: $4.43 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$414B
$25.8 Billion 9.25% of portfolio
111,329
Q3 2025 Added 0.29%
$533B
$18.4 Billion 6.62% of portfolio
54,018
Q3 2025 Reduced 0.03%
$522B
$14.7 Billion 5.26% of portfolio
79,060
Q3 2025 Added 0.3%
$228B
$14.6 Billion 5.22% of portfolio
108,737
Q3 2025 Added 0.01%
$152B
$10.9 Billion 3.91% of portfolio
44,193
Q3 2025 Added 5.96%
$255B
$10.6 Billion 3.81% of portfolio
31,999
Q3 2025 Added 0.52%
$24.9B
$10.3 Billion 3.7% of portfolio
102,768
Q3 2025 New
$79.5B
$9.43 Billion 3.38% of portfolio
73,166
Q3 2025 New
$136B
$7.96 Billion 2.85% of portfolio
21,520
Q3 2025 Reduced 0.18%
$204B
$6.83 Billion 2.45% of portfolio
48,631
Q3 2025 Added 0.08%
$45.2B
$6.34 Billion 2.27% of portfolio
106,118
Q3 2025 Added 0.72%
$224B
$6.12 Billion 2.2% of portfolio
20,135
Q3 2025 Added 0.01%
$40.4B
$6.14 Billion 2.2% of portfolio
48,409
Q3 2025 Reduced 0.16%
$104B
$5.93 Billion 2.13% of portfolio
20,192
Q3 2025 Added 0.01%
$182B
$5.74 Billion 2.06% of portfolio
8,407
Q3 2025 Reduced 0.25%
$413B
$5.6 Billion 2.01% of portfolio
108,593
Q3 2025 Added 1.0%
$136B
$5.28 Billion 1.89% of portfolio
22,345
Q3 2025 Added 5.33%
$25.4B
$5.15 Billion 1.85% of portfolio
20,063
Q4 2023 New
$235B
$4.48 Billion 1.61% of portfolio
53,350
Q3 2025 Added 8.74%
$0
$4.31 Billion 1.55% of portfolio
13,125
Q3 2024 Reduced 4.59%
$64.7B
$4.14 Billion 1.48% of portfolio
43,870
Q3 2025 Reduced 0.24%
$183B
$3.67 Billion 1.32% of portfolio
13,001
Q4 2024 Reduced 1.45%
$881B
$3.4 Billion 1.22% of portfolio
10,792
Q3 2025 Reduced 0.59%
$123B
$3.35 Billion 1.2% of portfolio
11,880
Q3 2025 Added 1.4%
$0
$3.02 Billion 1.08% of portfolio
6,520
Q3 2025 Reduced 8.93%
$9.65B
$2.96 Billion 1.06% of portfolio
17,654
Q3 2025 Added 2.77%
$86.7B
$2.84 Billion 1.02% of portfolio
4,653
Q1 2025 Added 0.82%
$74.9B
$2.68 Billion 0.96% of portfolio
10,278
Q3 2025 Added 2.4%
$258B
$2.65 Billion 0.95% of portfolio
15,813
Q3 2025 Reduced 0.18%
$237B
$2.6 Billion 0.93% of portfolio
16,021
Q2 2024 Reduced 1.6%
$37B
$2.6 Billion 0.93% of portfolio
28,433
Q3 2025 Added 4.67%
$54.5B
$2.52 Billion 0.9% of portfolio
13,453
Q3 2025 Reduced 2.08%
$139B
$2.45 Billion 0.88% of portfolio
7,420
Q1 2025 Reduced 52.68%
$38.4B
$2.34 Billion 0.84% of portfolio
91,703
Q3 2025 Added 1.32%
$404B
$2.25 Billion 0.81% of portfolio
2,429
Q3 2025 Added 3.58%
$367B
$2.09 Billion 0.75% of portfolio
5,161
Q3 2025 Reduced 0.41%
$18.5B
$2.06 Billion 0.74% of portfolio
9,443
Q3 2025 Added 0.04%
$16.4B
$1.84 Billion 0.66% of portfolio
27,445
Q1 2025 Reduced 3.16%
$193B
$1.79 Billion 0.64% of portfolio
15,623
Q1 2025 Reduced 2.31%
$47B
$1.66 Billion 0.6% of portfolio
3,381
Q4 2023 New
$465B
$1.63 Billion 0.59% of portfolio
8,757
Q3 2025 Reduced 1.29%
$65.7B
$1.63 Billion 0.58% of portfolio
5,417
Q3 2025 Added 0.04%
$42.4B
$1.59 Billion 0.57% of portfolio
10,460
Q4 2023 New
$65.7B
$1.59 Billion 0.57% of portfolio
19,928
Q1 2024 Added 2.68%
$303B
$1.56 Billion 0.56% of portfolio
10,053
Q2 2025 Reduced 28.13%
$512B
$1.41 Billion 0.51% of portfolio
2,483
Q3 2025 Added 0.04%
$132B
$1.23 Billion 0.44% of portfolio
5,834
Q4 2023 New
$18B
$1.22 Billion 0.44% of portfolio
8,788
Q1 2025 Reduced 4.77%
$9.12B
$1.2 Billion 0.43% of portfolio
13,170
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $279 Billion
  • Prior Value $253 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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