Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LETSON INVESTMENT MANAGEMENT, INC. (CIK 2078069) reported $260.3M across 101 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ABBV ($24.2M, 9.30%), JNJ ($19.3M, 7.42%), V ($16.3M, 6.27%), ABT ($11.2M, 4.29%), L ($11.0M, 4.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ABBV | ABBVIE INC | $24.2M | 9.30% | 111,308 | Added |
| 2 | JNJ | JOHNSON & JOHNSON | $19.3M | 7.42% | 78,977 | Trimmed |
| 3 | V | VISA INC | $16.3M | 6.27% | 54,019 | Added |
| 4 | ABT | ABBOTT LABORATORIES | $11.2M | 4.29% | 108,705 | Trimmed |
| 5 | L | LOEWS CORP | $11.0M | 4.21% | 102,768 | Hold |
| 6 | AXP | AMERICAN EXPRESS CO | $9.5M | 3.65% | 31,442 | Trimmed |
| 7 | ACN | ACCENTURE PLC IRELAND | $8.7M | 3.33% | 43,690 | Trimmed |
| 8 | PEP | PEPSICO INC | $7.5M | 2.86% | 48,013 | Trimmed |
| 9 | SYK | STRYKER CORPORATION | $7.0M | 2.70% | 21,363 | Trimmed |
| 10 | MRK | MERCK & CO INC | $6.4M | 2.47% | 53,398 | Added |
| 11 | MCD | MCDONALDS CORP | $6.2M | 2.40% | 20,087 | Trimmed |
| 12 | UNP | UNION PAC CORP | $5.4M | 2.09% | 22,380 | Trimmed |
| 13 | BAC | BANK AMERICA CORP | $5.3M | 2.03% | 108,557 | Trimmed |
| 14 | TT | TRANE TECHNOLOGIES PLC | $5.1M | 1.96% | 12,249 | Trimmed |
| 15 | CARR | CARRIER GLOBAL CORPORATION | $4.7M | 1.79% | 82,650 | Trimmed |
| 16 | ADP | AUTOMATIC DATA PROCESSING IN | $4.7M | 1.79% | 22,911 | Added |
| 17 | AMGN | AMGEN INC | $4.6M | 1.76% | 13,001 | Hold |
| 18 | CNI | CANADIAN NATL RY CO | $4.5M | 1.71% | 43,317 | Trimmed |
| 19 | PAYX | PAYCHEX INC | $4.4M | 1.70% | 47,985 | Trimmed |
| 20 | INTU | INTUIT | $4.2M | 1.62% | 9,776 | Added |
| 21 | VTI | VANGUARD INDEX FDS | $4.2M | 1.62% | 13,125 | Hold |
| 22 | CB | CHUBB LTD SWITZ | $3.9M | 1.49% | 11,918 | Added |
| 23 | EFX | EQUIFAX INC | $3.6M | 1.39% | 20,063 | Hold |
| 24 | FISV | FISERV INC | $3.5M | 1.35% | 62,924 | Trimmed |
| 25 | NOC | NORTHROP GRUMMAN CORP | $3.2M | 1.22% | 4,654 | Added |
Source: SEC Form 13F filings · as of 2026-03-31