LETSON INVESTMENT MANAGEMENT, INC.
Filing Date
Global Rank
#3,397
/ 8,232
▲ 94
Top Industry
Drug Manufacturers - General
22.3%
3Y Alpha vs SPY
-13.5%
Period ended 2 months ago
Filed Apr 24, 2026 · 51d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+15.9%
SPY
+52.9%
Annualised alpha
-13.5%
Max drawdown
−13.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
97 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.5%
−0.0 pts
Top 5
32.2%
−0.2 pts
Top 10
47.5%
−1.1 pts
HHI
337
Diversified−7
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 30.5% | $77,716,129 |
| Financial Services | 21.2% | $54,085,411 |
| Industrials | 16.3% | $41,420,940 |
| Technology | 12.2% | $31,165,804 |
| Consumer Defensive | 7.9% | $20,036,934 |
| Consumer Cyclical | 6.1% | $15,466,529 |
| Unclassified | 2.3% | $5,968,520 |
| Energy | 1.4% | $3,678,454 |
| Communication Services | 1.3% | $3,186,291 |
| Basic Materials | 0.5% | $1,150,874 |
| Utilities | 0.4% | $991,134 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IONQ | IonQ, Inc. | +4,600 | 17,219 | $496,423 | |
| ADP | Automatic Data Processing Inc | +2,716 | 22,911 | $4,655,056 | |
| INTU | Intuit Inc. | +1,392 | 9,776 | $4,226,946 | |
| BDX | Becton Dickinson & Co | +60 | 13,513 | $2,124,648 | |
| CB | Chubb Ltd | +37 | 11,918 | $3,884,433 | |
| MRK | Merck & Co., Inc. | +35 | 53,398 | $6,423,245 | |
| ITW | Illinois Tool Works Inc | +26 | 10,281 | $2,676,041 | |
| ABBV | AbbVie Inc. | +15 | 111,308 | $24,208,376 | |
| MDT | Medtronic plc | +6 | 2,830 | $245,219 | |
| KDP | Keurig Dr Pepper Inc. | +6 | 90,156 | $2,373,807 | |
| NSC | Norfolk Southern Corp | +2 | 5,420 | $1,555,540 | |
| V | Visa Inc. | +1 | 54,019 | $16,326,702 | |
| CVX | Chevron Corp | +1 | 10,054 | $2,080,172 | |
| NOC | Northrop Grumman Corp /De/ | +1 | 4,654 | $3,175,144 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CARR | CARRIER GLOBAL Corp | −17,074 | 82,650 | $4,654,021 | |
| FISV | Fiserv Inc | −4,635 | 62,924 | $3,511,159 | |
| AVGO | Broadcom Inc. | −840 | 6,580 | $2,036,575 | |
| CL | Colgate Palmolive Co | −600 | 19,328 | $1,647,325 | |
| AXP | American Express Co | −421 | 31,442 | $9,510,576 | |
| TT | Trane Technologies plc | −372 | 12,249 | $5,104,648 | |
| RTX | RTX Corp | −351 | 15,467 | $2,983,584 | |
| NVDA | Nvidia Corp | −350 | 7,637 | $1,331,892 | |
| JPM | Jpmorgan Chase & Co | −234 | 10,480 | $3,082,796 | |
| OTIS | Otis Worldwide Corp | −221 | 27,045 | $2,084,628 | |
| ACN | Accenture plc | −204 | 43,690 | $8,663,290 | |
| SYK | Stryker Corp | −157 | 21,363 | $7,019,668 | |
| GPC | Genuine Parts Co | −154 | 8,634 | $913,045 | |
| PAYX | Paychex Inc | −129 | 47,985 | $4,420,378 | |
| CNI | Canadian National Railway Co | −117 | 43,317 | $4,451,688 | |
| PEP | Pepsico Inc | −115 | 48,013 | $7,455,938 | |
| MCD | Mcdonalds Corp | −114 | 20,087 | $6,242,838 | |
| JNJ | Johnson & Johnson | −87 | 78,977 | $19,305,137 | |
| UNP | Union Pacific Corp | −53 | 22,380 | $5,429,835 | |
| ABT | Abbott Laboratories | −38 | 108,705 | $11,160,742 | |
| BAC | Bank Of America Corp /De/ | −37 | 108,557 | $5,292,153 | |
| HD | Home Depot, Inc. | −35 | 4,961 | $1,631,623 | |
| COST | Costco Wholesale Corp /New | −28 | 2,401 | $2,392,428 | |
| PM | Philip Morris International Inc. | −17 | 16,004 | $2,646,101 | |
| PKG | Packaging Corp Of America | −9 | 9,439 | $2,003,144 | |
| No positions match the current search. | |||||
17 positions ·
$31,165,804 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ACN |
Accenture plc
Technology
|
Reduced | 43,690 | $8,663,290 | 27.80% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 22,911 | $4,655,056 | 14.94% | |
| PAYX |
Paychex Inc
Technology
|
Reduced | 47,985 | $4,420,378 | 14.18% | |
| INTU |
Intuit Inc.
Technology
|
Added | 9,776 | $4,226,946 | 13.56% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 6,580 | $2,036,575 | 6.53% | |
| MU |
Micron Technology Inc
Technology
|
Held | 5,300 | $1,790,552 | 5.75% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 7,637 | $1,331,892 | 4.27% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,903 | $704,433 | 2.26% | |
| ASML |
Asml Holding NV
Technology
|
Held | 376 | $496,632 | 1.59% | |
| IONQ |
IonQ, Inc.
Technology
|
Added | 17,219 | $496,423 | 1.59% | |
| UBER |
Uber Technologies, Inc
Technology
|
Held | 6,665 | $479,413 | 1.54% | |
| FIS |
Fidelity National Information Services, Inc.
Technology
|
Held | 8,950 | $419,844 | 1.35% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,612 | $409,109 | 1.31% | |
| ANET |
Arista Networks, Inc.
Technology
|
Held | 3,000 | $368,340 | 1.18% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 1,465 | $284,415 | 0.91% | |
| APH |
Amphenol Corp /De/
Technology
|
Held | 1,929 | $243,729 | 0.78% | |
| MQ |
Marqeta, Inc.
Technology
|
Held | 34,014 | $138,777 | 0.45% |