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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.99 Billion 1.58% of portfolio
13,125
Q3 2024 Reduced 4.59%
$0
$3.15 Billion 1.25% of portfolio
7,159
Q4 2023 New
$0
$723 Million 0.29% of portfolio
12,688
Q4 2024 Reduced 69.39%
$1.09B
$381 Million 0.15% of portfolio
3,100
Q4 2023 New
$0
$362 Million 0.14% of portfolio
583
Q4 2023 New
$0
$332 Million 0.13% of portfolio
602
Q4 2023 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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