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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.65B
$2.96 Billion 1.06% of portfolio
17,654
Q3 2025 Added 2.77%
$9.12B
$1.2 Billion 0.43% of portfolio
13,170
Q2 2025 New
$2.63B
$848 Million 0.3% of portfolio
16,020
Q3 2025 New
$9.4B
$756 Million 0.27% of portfolio
12,300
Q2 2025 New
$5.65B
$212 Million 0.08% of portfolio
2,270
Q3 2024 New
$2.17B
$180 Million 0.06% of portfolio
34,014
Q4 2023 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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