Letson Investment Management, Inc. Portfolio Holdings

Letson Investment Management, Inc.

  • $253 Billion
  • Q2 2025

Letson Investment Management, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $253 Billion distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $20.6B, Visa Inc. with a value of $19.2B, Abbott Laboratories with a value of $14.8B, Accenture PLC with a value of $12.5B, and Johnson & Johnson with a value of $12B.

Examining the 13F form we can see an increase of $5.25B in the current position value, from $248B to 253B. Also it can be appreciated an additional of 7 stocks purchases and 2 closed positions.

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 $253 Billion
Healthcare: $68.1 Billion
Industrials: $58.8 Billion
Financial Services: $46.9 Billion
Technology: $27.5 Billion
Consumer Defensive: $20.7 Billion
Consumer Cyclical: $15.1 Billion
ETFs: $8.94 Billion
Energy: $2.95 Billion
Other: $3.95 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$351B
$20.6 Billion 8.14% of portfolio
111,005
Q2 2025 Reduced 0.47%
$551B
$19.2 Billion 7.58% of portfolio
54,033
Q2 2025 Reduced 0.09%
$229B
$14.8 Billion 5.84% of portfolio
108,731
Q2 2025 Reduced 0.08%
$150B
$12.5 Billion 4.92% of portfolio
41,706
Q2 2025 Added 0.96%
$452B
$12 Billion 4.75% of portfolio
78,820
Q2 2025 Reduced 0.02%
$227B
$10.2 Billion 4.01% of portfolio
31,835
Q2 2025 Reduced 0.04%
$142B
$8.53 Billion 3.37% of portfolio
21,558
Q1 2025 Added 0.27%
$55B
$7.71 Billion 3.04% of portfolio
105,363
Q2 2025 Added 0.01%
$102B
$7.32 Billion 2.89% of portfolio
16,732
Q1 2025 Reduced 0.17%
$48.7B
$7.05 Billion 2.79% of portfolio
48,489
Q2 2025 Added 0.01%
$201B
$6.64 Billion 2.62% of portfolio
8,428
Q2 2025 Added 0.01%
$202B
$6.42 Billion 2.53% of portfolio
48,594
Q2 2025 Reduced 0.67%
$124B
$6.23 Billion 2.46% of portfolio
20,189
Q2 2025 Added 0.02%
$222B
$5.88 Billion 2.32% of portfolio
20,133
Q2 2025 Added 0.01%
$29.5B
$5.2 Billion 2.05% of portfolio
20,063
Q4 2023 New
$381B
$5.09 Billion 2.01% of portfolio
107,520
Q2 2025 Added 0.0%
$63.6B
$4.58 Billion 1.81% of portfolio
43,976
Q2 2025 Reduced 0.82%
$203B
$3.88 Billion 1.53% of portfolio
49,063
Q2 2025 Added 0.86%
$152B
$3.63 Billion 1.43% of portfolio
13,001
Q4 2024 Reduced 1.45%
$112B
$3.39 Billion 1.34% of portfolio
11,716
Q2 2025 Added 0.76%
$859B
$3.15 Billion 1.24% of portfolio
10,856
Q2 2025 Added 0.04%
$49.3B
$2.99 Billion 1.18% of portfolio
90,511
Q2 2025 Added 0.01%
$261B
$2.92 Billion 1.15% of portfolio
16,021
Q2 2024 Reduced 1.6%
$36.7B
$2.69 Billion 1.06% of portfolio
27,164
Q2 2025 Added 0.14%
$80B
$2.48 Billion 0.98% of portfolio
10,037
Q2 2025 Reduced 0.3%
$12.7B
$2.46 Billion 0.97% of portfolio
17,179
Q2 2025 Reduced 0.66%
$55.6B
$2.37 Billion 0.93% of portfolio
13,739
Q2 2025 Reduced 3.22%
$439B
$2.32 Billion 0.92% of portfolio
2,345
Q4 2024 Reduced 0.47%
$89.4B
$2.33 Billion 0.92% of portfolio
4,653
Q1 2025 Added 0.82%
$229B
$2.31 Billion 0.91% of portfolio
15,841
Q2 2025 Added 0.24%
$17.3B
$2.08 Billion 0.82% of portfolio
27,445
Q1 2025 Reduced 3.16%
$127B
$2.05 Billion 0.81% of portfolio
7,420
Q1 2025 Reduced 52.68%
$207B
$1.94 Billion 0.77% of portfolio
15,623
Q1 2025 Reduced 2.31%
$405B
$1.9 Billion 0.75% of portfolio
5,182
Q2 2025 Added 0.04%
$70.9B
$1.81 Billion 0.72% of portfolio
19,928
Q1 2024 Added 2.68%
$55.2B
$1.8 Billion 0.71% of portfolio
3,381
Q4 2023 New
$18.7B
$1.78 Billion 0.7% of portfolio
9,439
Q2 2025 Added 0.05%
$40.4B
$1.55 Billion 0.61% of portfolio
10,460
Q4 2023 New
$302B
$1.44 Billion 0.57% of portfolio
10,053
Q2 2025 Reduced 28.13%
$548B
$1.39 Billion 0.55% of portfolio
2,482
Q4 2024 Added 0.04%
$64.4B
$1.39 Billion 0.55% of portfolio
5,415
Q2 2025 Added 0.04%
$456B
$1.4 Billion 0.55% of portfolio
8,871
Q1 2025 Reduced 41.33%
$146B
$1.36 Billion 0.54% of portfolio
5,834
Q4 2023 New
$142B
$1.07 Billion 0.42% of portfolio
4,000
Q4 2023 New
$19B
$1.07 Billion 0.42% of portfolio
8,788
Q1 2025 Reduced 4.77%
$3.95T
$937 Million 0.37% of portfolio
1,883
Q1 2025 Reduced 33.01%
$306B
$905 Million 0.36% of portfolio
12,793
Q4 2023 New
$12.7B
$833 Million 0.33% of portfolio
10,229
Q3 2024 Added 1.28%
$25.8B
$773 Million 0.31% of portfolio
10,200
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $253 Billion
  • Prior Value $248 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 18 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 13 stocks
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