The Analysis of LETSON INVESTMENT MANAGEMENT, INC.'s Holdings


Currently, LETSON INVESTMENT MANAGEMENT, INC. holds 101 types of securities in its portfolio with a total value $272.7M. In the most recent quarter, they have increased their positions in ONON (+9.5K shares, valued at $441.6K), XENE (+6.0K shares, valued at $268.9K), ALB (+1.9K shares, valued at $263.1K); decreased their positions in DIA (-3.2K shares, valued at $1.5M), GNRC (-5.0K shares, valued at $680.2K), FI (-5.6K shares, valued at $376.6K); initiated new positions in ONON (+9.5K shares, valued at $441.6K), XENE (+6.0K shares, valued at $268.9K), ALB (+1.9K shares, valued at $263.1K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ABBV ABBVIE INC111.3K shares-0.03%2025-12-312026-01-28history
V VISA INC54.0K shares0.00%2025-12-312026-01-28history
JNJ JOHNSON & JOHNSON79.1K shares0.01%2025-12-312026-01-28history
ABT ABBOTT LABS108.7K shares0.01%2025-12-312026-01-28history
AXP AMERICAN EXPRESS CO31.9K shares-0.43%2025-12-312026-01-28history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND43.9K shares-0.68%2025-12-312026-01-28history
L LOEWS CORP102.8K shares0.00%2025-12-312026-01-28history
SYK STRYKER CORPORATION21.5K shares0.00%2025-12-312026-01-28history
Sponsored
PEP PEPSICO INC48.1K shares-1.03%2025-12-312026-01-28history
MCD MCDONALDS CORP20.2K shares0.33%2025-12-312026-01-28history
BAC BANK AMERICA CORP108.6K shares0.00%2025-12-312026-01-28history
MERCK & CO INC MERCK & CO INC53.4K shares0.02%2025-12-312026-01-28history
INTU INTUIT8.4K shares-0.27%2025-12-312026-01-28history
PAYX PAYCHEX INC48.1K shares-0.61%2025-12-312026-01-28history
CARR CARRIER GLOBAL CORPORATION99.7K shares-6.03%2025-12-312026-01-28history
ADP AUTOMATIC DATA PROCESSING IN20.2K shares0.01%2025-12-312026-01-28history
Sponsored
UNP UNION PAC CORP22.4K shares0.39%2025-12-312026-01-28history
TT TRANE TECHNOLOGIES PLC12.6K shares-0.21%2025-12-312026-01-28history
FI FISERV INC67.6K shares-7.66%2025-12-312026-01-28history
VTI VANGUARD INDEX FDS13.1K shares0.00%2025-12-312026-01-28history
EFX EQUIFAX INC20.1K shares0.00%2025-12-312026-01-28history
CNI CANADIAN NATL RY CO43.4K shares-0.99%2025-12-312026-01-28history
AMGN AMGEN INC13.0K shares0.00%2025-12-312026-01-28history
CB CHUBB LIMITED11.9K shares0.01%2025-12-312026-01-28history
Sponsored
JPM JPMORGAN CHASE & CO.10.7K shares-0.72%2025-12-312026-01-28history
RTX RTX CORPORATION15.8K shares0.03%2025-12-312026-01-28history
NOC NORTHROP GRUMMAN CORP4.7K shares0.00%2025-12-312026-01-28history
BDX BECTON DICKINSON & CO13.5K shares0.00%2025-12-312026-01-28history
PM PHILIP MORRIS INTL INC16.0K shares0.00%2025-12-312026-01-28history
BROADCOM INC BROADCOM INC7.4K shares0.00%2025-12-312026-01-28history
ITW ILLINOIS TOOL WKS INC10.3K shares-0.22%2025-12-312026-01-28history
KDP KEURIG DR PEPPER INC90.2K shares-1.69%2025-12-312026-01-28history
Sponsored
OTIS OTIS WORLDWIDE CORP27.3K shares-4.10%2025-12-312026-01-28history
COST COSTCO WHSL CORP NEW2.4K shares0.00%2025-12-312026-01-28history
PKG PACKAGING CORP AMER9.4K shares0.05%2025-12-312026-01-28history
MKC MCCORMICK & CO INC27.4K shares0.00%2025-12-312026-01-28history
DIS DISNEY WALT CO15.6K shares0.00%2025-12-312026-01-28history
GNRC GENERAC HLDGS INC12.7K shares-28.25%2025-12-312026-01-28history
HD HOME DEPOT INC5.0K shares-3.20%2025-12-312026-01-28history
AMP AMERIPRISE FINL INC3.4K shares0.00%2025-12-312026-01-28history
Sponsored
DIA SPDR DOW JONES INDL AVERAGE3.3K shares-49.39%2025-12-312026-01-28history
YUM YUM BRANDS INC10.5K shares0.00%2025-12-312026-01-28history
CL COLGATE PALMOLIVE CO19.9K shares0.00%2025-12-312026-01-28history
NSC NORFOLK SOUTHN CORP5.4K shares0.02%2025-12-312026-01-28history
CVX CHEVRON CORP NEW10.1K shares0.00%2025-12-312026-01-28history
MU MICRON TECHNOLOGY INC5.3K shares0.00%2025-12-312026-01-28history
NVDA NVIDIA CORPORATION8.0K shares-8.79%2025-12-312026-01-28history
MA MASTERCARD INCORPORATED2.5K shares0.00%2025-12-312026-01-28history
Sponsored
HON HONEYWELL INTL INC5.8K shares0.00%2025-12-312026-01-28history
GPC GENUINE PARTS CO8.8K shares0.00%2025-12-312026-01-28history
KTOS KRATOS DEFENSE & SEC SOLUTIO13.2K shares0.00%2025-12-312026-01-28history
MSFT MICROSOFT CORP1.9K shares1.06%2025-12-312026-01-28history
PGR PROGRESSIVE CORP4.0K shares0.00%2025-12-312026-01-28history
SRE SEMPRA10.2K shares0.00%2025-12-312026-01-28history
KO COCA COLA CO12.8K shares0.00%2025-12-312026-01-28history
BMY BRISTOL-MYERS SQUIBB CO16.5K shares0.00%2025-12-312026-01-28history
Sponsored
SCI SERVICE CORP INTL11.0K shares0.00%2025-12-312026-01-28history
CBZ CBIZ INC16.0K shares0.00%2025-12-312026-01-28history
ALPHABET INC ALPHABET INC2.3K shares0.04%2025-12-312026-01-28history
TJX TJX COS INC NEW4.5K shares0.00%2025-12-312026-01-28history
FIS FIDELITY NATL INFORMATION SV8.9K shares0.00%2025-12-312026-01-28history
TMO THERMO FISHER SCIENTIFIC INC1.0K shares0.00%2025-12-312026-01-28history
PPLT ABRDN PLATINUM ETF TRUST3.1K shares0.00%2025-12-312026-01-28history
ICE INTERCONTINENTAL EXCHANGE IN3.5K shares0.00%2025-12-312026-01-28history
Sponsored
IONQ IONQ INC12.6K shares2.59%2025-12-312026-01-28history
MDLZ MONDELEZ INTL INC10.4K shares0.00%2025-12-312026-01-28history
UBER UBER TECHNOLOGIES INC6.7K shares0.00%2025-12-312026-01-28history
PNC PNC FINL SVCS GROUP INC2.5K shares0.00%2025-12-312026-01-28history
ONON ON HLDG AG9.5K sharesnew addition2025-12-312026-01-28history
AAPL APPLE INC1.6K shares0.00%2025-12-312026-01-28history
COP CONOCOPHILLIPS4.6K shares0.00%2025-12-312026-01-28history
AFL AFLAC INC3.8K shares0.00%2025-12-312026-01-28history
Sponsored
LOW LOWES COS INC1.7K shares0.00%2025-12-312026-01-28history
ASML ASML HOLDING N V376 shares0.00%2025-12-312026-01-28history
INVESCO QQQ TR INVESCO QQQ TR652 shares0.00%2025-12-312026-01-28history
ARISTA NETWORKS INC ARISTA NETWORKS INC3.0K shares0.00%2025-12-312026-01-28history
SHW SHERWIN WILLIAMS CO1.2K shares0.00%2025-12-312026-01-28history
XOM EXXON MOBIL CORP3.2K shares0.00%2025-12-312026-01-28history
APD AIR PRODS & CHEMS INC1.5K shares0.00%2025-12-312026-01-28history
IVV ISHARES TR505 shares-13.38%2025-12-312026-01-28history
Sponsored
ISRG INTUITIVE SURGICAL INC593 shares0.00%2025-12-312026-01-28history
MO ALTRIA GROUP INC5.4K shares0.00%2025-12-312026-01-28history
PSX PHILLIPS 662.4K shares0.00%2025-12-312026-01-28history
RACE FERRARI N V812 shares0.00%2025-12-312026-01-28history
MEDTRONIC PLC MEDTRONIC PLC2.8K shares0.18%2025-12-312026-01-28history
XENE XENON PHARMACEUTICALS INC6.0K sharesnew addition2025-12-312026-01-28history
ALPHABET INC ALPHABET INC853 shares0.00%2025-12-312026-01-28history
ALB ALBEMARLE CORP1.9K sharesnew addition2025-12-312026-01-28history
Sponsored
APH AMPHENOL CORP NEW1.9K shares0.00%2025-12-312026-01-28history
TXN TEXAS INSTRS INC1.5K shares0.00%2025-12-312026-01-28history
ULTA ULTA BEAUTY INC411 shares0.00%2025-12-312026-01-28history
LHX L3HARRIS TECHNOLOGIES INC842 shares0.00%2025-12-312026-01-28history
EA ELECTRONIC ARTS INC1.2K shares0.00%2025-12-312026-01-28history
SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC12.0K shares-49.69%2025-12-312026-01-28history
AMZN AMAZON COM INC1.0K shares0.00%2025-12-312026-01-28history
NVT NVENT ELECTRIC PLC2.1K shares0.00%2025-12-312026-01-28history
Sponsored
ORCL ORACLE CORP1.1K shares0.00%2025-12-312026-01-28history
RJF RAYMOND JAMES FINL INC1.3K shares0.00%2025-12-312026-01-28history
XLK SELECT SECTOR SPDR TR1.4K shares100.00%2025-12-312026-01-28history
SJM SMUCKER J M CO2.1K shares0.00%2025-12-312026-01-28history
MQ MARQETA INC34.0K shares0.00%2025-12-312026-01-28history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available