StockDriftsStockDriftsTop 50 Letson Investment Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | 9.3% | 111.3K | $24.2M | +0.01%(+15) | $152.49(+36.73%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 7.42% | 79.0K | $19.3M | -0.11%(-87) | $155.43(+48.25%) | 2026-03-31 | |
| V | VISA INC | 6.27% | 54.0K | $16.3M | +0.00%(+1) | $245.55(+30.44%) | 2026-03-31 | |
| ABT | ABBOTT LABORATORIES | 4.29% | 108.7K | $11.2M | -0.03%(-38) | $103.67(-19.14%) | 2026-03-31 | |
| L | LOEWS CORP | 4.21% | 102.8K | $11.0M | +0.00%(+0) | $96.03(+8.39%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 3.65% | 31.4K | $9.5M | -1.32%(-421) | $169.10(+83.09%) | 2026-03-31 | |
| ACN | ACCENTURE PLC IRELAND | 3.33% | 43.7K | $8.7M | -0.46%(-204) | $326.49(-51.10%) | 2026-03-31 | |
| PEP | PEPSICO INC | 2.86% | 48.0K | $7.5M | -0.24%(-115) | $169.69(-12.03%) | 2026-03-31 | |
| SYK | STRYKER CORPORATION | 2.7% | 21.4K | $7.0M | -0.73%(-157) | $290.78(+3.89%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 2.47% | 53.4K | $6.4M | +0.07%(+35) | $104.36(+8.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.26% | +6.93% |
| Top 20 Holdings Unweighted | +1.58% | +4.83% |
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