StockDriftsStockDriftsTop 50 Letson Investment Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | 10.24% | 110.9K | $27.9M | -0.32%(-361) | $152.49(+63.50%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 7.35% | 78.8K | $20.0M | -0.18%(-140) | $155.43(+68.99%) | 2026-06-30 | |
| V | VISA INC | 6.8% | 54.0K | $18.5M | -0.07%(-36) | $245.55(+47.19%) | 2026-06-30 | |
| L | LOEWS CORP | 4.27% | 102.9K | $11.6M | +0.13%(+131) | $96.04(+18.19%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 3.88% | 31.2K | $10.6M | -0.64%(-202) | $169.10(+101.45%) | 2026-06-30 | |
| ABT | ABBOTT LABORATORIES | 3.62% | 108.6K | $9.9M | -0.06%(-65) | $103.67(+5.99%) | 2026-06-30 | |
| SYK | STRYKER CORPORATION | 2.46% | 21.3K | $6.7M | -0.47%(-100) | $290.78(+20.00%) | 2026-06-30 | |
| MRK | MERCK & CO INC | 2.44% | 51.8K | $6.7M | -2.95%(-1.57K) | $104.36(+26.49%) | 2026-06-30 | |
| PEP | PEPSICO INC | 2.39% | 48.1K | $6.5M | +0.20%(+97) | $169.64(-18.62%) | 2026-06-30 | |
| BAC | BANK OF AMER CORP | 2.26% | 108.0K | $6.2M | -0.54%(-590) | $31.17(+105.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.31% |
Letson Investment Management INC reports $272.54M in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are ABBV (10.2%), JNJ (7.3%) and V (6.8%). The top 20 holdings account for 65.36% of reported assets. Its disclosed equity book has returned +9.00% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Letson Investment Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2078069). View Letson Investment Management INC’s 13F filings on SEC