LETSON INVESTMENT MANAGEMENT, INC.

CIK 0002078069 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

LETSON INVESTMENT MANAGEMENT, INC. reported 104 positions worth $272.5M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: ABBV (10.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$272.5M
2026 Q2
Positions
104
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
45.7%
Est. Net Flow (Q)
2026 Q2
10 / 104 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ABBVABBVIE INCSH$27.9M10.24%110,947
2JNJJOHNSON & JOHNSONSH$20.0M7.35%78,837
3VVISA INCSH$18.5M6.80%53,983
4LLOEWS CORPSH$11.6M4.27%102,899
5AXPAMERICAN EXPRESS COSH$10.6M3.88%31,240
6ABTABBOTT LABORATORIESSH$9.9M3.62%108,640
7SYKSTRYKER CORPORATIONSH$6.7M2.46%21,263
8MRKMERCK & CO INCSH$6.7M2.44%51,824
9PEPPEPSICO INCSH$6.5M2.39%48,110
10BACBANK OF AMER CORPSH$6.2M2.26%107,967

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LETSON INVESTMENT MANAGEMENT, INC. hold as of Q2 2026?

LETSON INVESTMENT MANAGEMENT, INC. reported 104 positions worth $272.5M in its Q2 2026 13F filing. Largest positions: ABBV (10.2%), JNJ (7.3%), V (6.8%), L (4.3%) and AXP (3.9%).

What did LETSON INVESTMENT MANAGEMENT, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LETSON INVESTMENT MANAGEMENT, INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.