account_balance
Investment manager · 13F filer · SEC CIK 2078069
Letson Investment Management, Inc.
Reported value$273Mas of Sep 30, 2026
Positions105 5 new, 4 sold out
Top 10 weight46.8%ABBV alone is 11%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ABBVAbbVie Inc.
10.6%
JNJJohnson & Johnson
7.6%
VVisa Inc.
7.0%
LLoews Corp
3.9%
ABTAbbott Laboratories
3.9%
AXPAmerican Express Co
3.5%
ACNAccenture PLC
2.9%
MRKMerck & Co., Inc.
2.8%
UNPUnion Pacific Corp
2.3%+4%
PEPPepsiCo Inc
2.2%
BACBank of America Corp
2.2%
ADPAutomatic Data Processing Inc
2.1%
ABBVAbbVie Inc.
10.6%
JNJJohnson & Johnson
7.6%
VVisa Inc.
7.0%
LLoews Corp
3.9%
ABTAbbott Laboratories
3.9%
AXPAmerican Express Co
3.5%
ACNAccenture PLC
2.9%
MRKMerck & Co., Inc.
2.8%
UNP2.3%PEP2.2%BAC2.2%ADP2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ABBV AbbVie Inc. 10.6% HeldJNJ Johnson & Johnson 7.6% HeldV Visa Inc. 7.0% HeldL Loews Corp 3.9% HeldABT Abbott Laboratories 3.9% HeldAXP American Express Co 3.5% HeldACN Accenture PLC 2.9% HeldMRK Merck & Co., Inc. 2.8% HeldUNP Union Pacific Corp 2.3% Added +4%PEP PepsiCo Inc 2.2% HeldBAC Bank of America Corp 2.2% HeldADP Automatic Data Processing Inc 2.1% Held
What changed
Biggest moves since Jun 30, 2026
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