LETSON INVESTMENT MANAGEMENT, INC.

RIA/Wealth

LETSON INVESTMENT MANAGEMENT, INC. is a RIA/Wealth led by Scott W Letson, managing $278.7M across 99 long positions as of Q3 2025 with ABBV as the largest holding (9% allocation).

PresidentScott W Letson

Portfolio Value: $278.7M
Positions: 99
Top Holding: ABBV at 9.25%
Last Reported: Q3 2025

Address

Top Holdings

Largest long holdings in LETSON INVESTMENT MANAGEMENT, INC.'s portfolio (46.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 AbbVie ABBV	Drug Manufacturers - General Healthcare	$25.8M	9.25%	+$75.0K Bought	0.01% 111.3K shares	Q4 2023 Held for 1y 11m
2 Visa V	Financial - Credit Services Financial Services	$18.4M	6.62%	-$5.1K Sold	0.00% 54.0K shares	Q4 2023 Held for 1y 11m
3 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$14.7M	5.26%	+$44.5K Bought	0.00% 79.1K shares	Q4 2023 Held for 1y 11m
4 Abbott ABT	Medical - Devices Healthcare	$14.6M	5.22%	+$803.6 Bought	0.01% 108.7K shares	Q4 2023 Held for 1y 11m
5 Accenture ACN	Information Technology Services Technology	$10.9M	3.91%	+$613.3K Bought	0.01% 44.2K shares	Q4 2023 Held for 1y 11m
6 American Express AXP	Financial - Credit Services Financial Services	$10.6M	3.81%	+$54.5K Bought	0.00% 32.0K shares	Q4 2023 Held for 1y 11m
7 Loews L	Insurance - Property & Casualty Financial Services	$10.3M	3.70%	+$10.3M New	0.05% 102.8K shares	Q3 2025 Held for 2 months
8 Fiserv FI	Information Technology Services Technology	$9.4M	3.38%	+$9.4M New	0.01% 73.2K shares	Q3 2025 Held for 2 months
9 Stryker SYK	Medical - Devices Healthcare	$8.0M	2.85%	-$14.0K Sold	0.01% 21.5K shares	Q4 2023 Held for 1y 11m
10 PepsiCo PEP	Beverages - Non-Alcoholic Consumer Defensive	$6.8M	2.45%	+$5.2K Bought	0.00% 48.6K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in LETSON INVESTMENT MANAGEMENT, INC.'s latest filing

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Market Value

$278.7M

Prior: $253.3M

Q/Q Change

+10.07%

+$25.5M

Net Flows % of MV

+7.19%

Turnover Ratio

5.28%

New Purchases

10 stocks

$22.5M

Added To

25 stocks

+$2.1M

Sold Out Of

5 stocks

$2.4M

Reduced Holdings

14 stocks

-$2.2M

Increased Positions

Position	Shares Δ	Change
1 Loews L	New	0 → 102.8K +$10.3M
2 Fiserv FI	New	0 → 73.2K +$9.4M
3 CBIZ CBZ	New	0 → 16.0K +$848.4K
4 Sirius XM SIRI	New	0 → 23.9K +$555.6K
5 Electronic Arts EA	New	0 → 1.2K +$242.0K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard FTSE Developed Markets VEA	Sold	12.7K → 0 −$723.3K
2 Peloton Interactive, Inc. PTON	Sold	70.1K → 0 −$486.8K
3 Pfizer PFE	Sold	20.0K → 0 −$484.8K
4 Centrus Energy LEU	Sold	2.5K → 0 −$457.8K
5 Toast TOST	Sold	4.8K → 0 −$211.3K