LETSON INVESTMENT MANAGEMENT, INC.
Top Portfolio Positions
97 positions ·
$254,867,020 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ABBV |
AbbVie Inc.
Healthcare
|
111,308 | $24,208,376 | 9.50% |
| JNJ |
Johnson & Johnson
Healthcare
|
78,977 | $19,305,137 | 7.57% |
| V |
Visa Inc.
Financial Services
|
54,019 | $16,326,702 | 6.41% |
| ABT |
Abbott Laboratories
Healthcare
|
108,705 | $11,160,742 | 4.38% |
| L |
Loews Corp
Financial Services
|
102,768 | $10,969,456 | 4.30% |
| AXP |
American Express Co
Financial Services
|
31,442 | $9,510,576 | 3.73% |
| ACN |
Accenture plc
Technology
|
43,690 | $8,663,290 | 3.40% |
| PEP |
Pepsico Inc
Consumer Defensive
|
48,013 | $7,455,938 | 2.93% |
| SYK |
Stryker Corp
Healthcare
|
21,363 | $7,019,668 | 2.75% |
| MRK |
Merck & Co., Inc.
Healthcare
|
53,398 | $6,423,245 | 2.52% |
Holdings in L
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,969,456 | 102,768 | Shares | Sole | 2026-04-24 | |
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