LETSON INVESTMENT MANAGEMENT, INC.

Est. AUM

$260.3M

13F long equity, this entity only

Positions

101

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ABBVIE INC	COM	$24.2M	111308	9.30%	SOLE
2	JOHNSON & JOHNSON	COM	$19.3M	78977	7.42%	SOLE
3	VISA INC	COM CL A	$16.3M	54019	6.27%	SOLE
4	ABBOTT LABORATORIES	COM	$11.2M	108705	4.29%	SOLE
5	LOEWS CORP	COM	$11.0M	102768	4.21%	SOLE
6	AMERICAN EXPRESS CO	COM	$9.5M	31442	3.65%	SOLE
7	ACCENTURE PLC IRELAND	SHS CLASS A	$8.7M	43690	3.33%	SOLE
8	PEPSICO INC	COM	$7.5M	48013	2.86%	SOLE
9	STRYKER CORPORATION	COM	$7.0M	21363	2.70%	SOLE
10	MERCK & CO INC	COM	$6.4M	53398	2.47%	SOLE
11	MCDONALDS CORP	COM	$6.2M	20087	2.40%	SOLE
12	UNION PAC CORP	COM	$5.4M	22380	2.09%	SOLE
13	BANK AMERICA CORP	COM	$5.3M	108557	2.03%	SOLE
14	TRANE TECHNOLOGIES PLC	SHS	$5.1M	12249	1.96%	SOLE
15	AUTOMATIC DATA PROCESSING IN	COM	$4.7M	22911	1.79%	SOLE
16	CARRIER GLOBAL CORPORATION	COM	$4.7M	82650	1.79%	SOLE
17	AMGEN INC	COM	$4.6M	13001	1.76%	SOLE
18	CANADIAN NATL RY CO	COM	$4.5M	43317	1.71%	SOLE
19	PAYCHEX INC	COM	$4.4M	47985	1.70%	SOLE
20	INTUIT	COM	$4.2M	9776	1.62%	SOLE
21	VANGUARD INDEX FDS	TOTAL STK MKT	$4.2M	13125	1.62%	SOLE
22	CHUBB LTD SWITZ	COM	$3.9M	11918	1.49%	SOLE
23	EQUIFAX INC	COM	$3.6M	20063	1.39%	SOLE
24	FISERV INC	COM	$3.5M	62924	1.35%	SOLE
25	NORTHROP GRUMMAN CORP	COM	$3.2M	4654	1.22%	SOLE
26	JPMORGAN CHASE & CO	COM	$3.1M	10480	1.18%	SOLE
27	RTX CORPORATION	COM	$3.0M	15467	1.15%	SOLE
28	ILLINOIS TOOL WKS INC	COM	$2.7M	10281	1.03%	SOLE
29	PHILIP MORRIS INTL INC	COM	$2.6M	16004	1.02%	SOLE
30	GENERAC HLDGS INC	COM	$2.5M	12666	0.95%	SOLE
31	COSTCO WHOLESALE CORPORATION	COM	$2.4M	2401	0.92%	SOLE
32	KEURIG DR PEPPER INC	COM	$2.4M	90156	0.91%	SOLE
33	BECTON DICKINSON & CO	COM	$2.1M	13513	0.82%	SOLE
34	OTIS WORLDWIDE CORP	COM	$2.1M	27045	0.80%	SOLE
35	CHEVRON CORPORATION	COM	$2.1M	10054	0.80%	SOLE
36	BROADCOM INC	COM	$2.0M	6580	0.78%	SOLE
37	PACKAGING CORP AMER	COM	$2.0M	9439	0.77%	SOLE
38	MICRON TECHNOLOGY INC	COM	$1.8M	5300	0.69%	SOLE
39	COLGATE PALMOLIVE CO	COM	$1.6M	19328	0.63%	SOLE
40	HOME DEPOT INC	COM	$1.6M	4961	0.63%	SOLE
41	YUM BRANDS INC	COM	$1.6M	10460	0.62%	SOLE
42	NORFOLK SOUTHN CORP	COM	$1.6M	5420	0.60%	SOLE
43	STATE STR SPDR DOW JONES IND	UT SER 1	$1.5M	3300	0.59%	SOLE
44	DISNEY WALT CO	COM	$1.5M	15623	0.58%	SOLE
45	AMERIPRISE FINL INC	COM	$1.5M	3381	0.58%	SOLE
46	MCCORMICK & CO INC	COM NON VTG	$1.4M	27445	0.53%	SOLE
47	NVIDIA CORPORATION	COM	$1.3M	7637	0.51%	SOLE
48	HONEYWELL INTL INC	COM	$1.3M	5834	0.51%	SOLE
49	MASTERCARD INCORPORATED	CL A	$1.2M	2483	0.48%	SOLE
50	BRISTOL-MYERS SQUIBB CO	COM	$1.0M	16493	0.38%	SOLE

1–50 of 101

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.