LETSON INVESTMENT MANAGEMENT, INC.

data from 30/09/2025

Capitalization

$ 278.742 M 10.07 %

Average holding period

6 ans

Performance

$ 37.342 M 16.76 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in LETSON INVESTMENT MANAGEMENT, INC.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 ABBV ABBVIE INC 9.25% 25.777 M $ 111329 2023/12/31 5.097 M $ 24.74 %
2025/09/30 V VISA INC 6.62% 18.441 M $ 54018 2023/12/31 -738.631 K $ -3.85 %
2025/09/30 JNJ JOHNSON & JOHNSON 5.26% 14.659 M $ 79060 2023/12/31 2.575 M $ 21.39 %
2025/09/30 ABT ABBOTT LABS 5.23% 14.564 M $ 108737 2023/12/31 -225.073 K $ -1.52 %
2025/09/30 ACN ACCENTURE PLC IRELAND 3.91% 10.898 M $ 44193 2023/12/31 -2.181 M $ -17.49 %
2025/09/30 AXP AMERICAN EXPRESS CO 3.81% 10.629 M $ 31999 2023/12/31 419.585 K $ 4.13 %
2025/09/30 L LOEWS CORP 3.70% 10.317 M $ 102768 2025/09/30 0.000 $ 0.00 %
2025/09/30 FI FISERV INC 3.38% 9.433 M $ 73166 2025/09/30 0.000 $ 0.00 %
2025/09/30 SYK STRYKER CORPORATION 2.85% 7.955 M $ 21520 2023/12/31 -559.645 K $ -6.56 %
2025/09/30 PEP PEPSICO INC 2.45% 6.830 M $ 48631 2023/12/31 408.189 K $ 6.36 %
2025/09/30 CARR CARRIER GLOBAL CORPORATION 2.27% 6.335 M $ 106118 2023/12/31 -1.421 M $ -18.43 %
2025/09/30 PAYX PAYCHEX INC 2.20% 6.136 M $ 48409 2023/12/31 -906.744 K $ -12.86 %
2025/09/30 MCD MCDONALDS CORP 2.20% 6.119 M $ 20135 2023/12/31 235.958 K $ 4.01 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 2.13% 5.926 M $ 20192 2023/12/31 -300.816 K $ -4.83 %
2025/09/30 INTU INTUIT 2.06% 5.741 M $ 8407 2023/12/31 -882.580 K $ -13.30 %
2025/09/30 BAC BANK AMERICA CORP 2.01% 5.602 M $ 108593 2023/12/31 459.110 K $ 9.02 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 1.91% 5.337 M $ 12647 2023/12/31 -258.509 K $ -3.53 %
2025/09/30 UNP UNION PAC CORP 1.89% 5.282 M $ 22345 2023/12/31 133.436 K $ 2.73 %
2025/09/30 EFX EQUIFAX INC 1.85% 5.147 M $ 20063 2023/12/31 -56.978 K $ -1.10 %
2025/09/30 MRK MERCK & CO INC 1.61% 4.478 M $ 53350 2023/12/31 234.030 K $ 6.03 %
2025/09/30 VTI VANGUARD INDEX FDS 1.55% 4.307 M $ 13125 2023/12/31 318.150 K $ 7.98 %
2025/09/30 CNI CANADIAN NATL RY CO 1.48% 4.137 M $ 43870 2023/12/31 -428.326 K $ -9.36 %
2025/09/30 AMGN AMGEN INC 1.32% 3.669 M $ 13001 2023/12/31 38.872 K $ 1.07 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.22% 3.404 M $ 10792 2023/12/31 277.045 K $ 8.80 %
2025/09/30 CB CHUBB LIMITED 1.20% 3.353 M $ 11880 2023/12/31 -87.518 K $ -2.58 %
2025/09/30 DIA SPDR DOW JONES INDL AVERAGE 1.08% 3.024 M $ 6520 2023/12/31 165.301 K $ 5.24 %
2025/09/30 GNRC GENERAC HLDGS INC 1.06% 2.955 M $ 17654 2023/12/31 415.560 K $ 16.89 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 1.02% 2.835 M $ 4653 2023/12/31 508.759 K $ 21.87 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.96% 2.680 M $ 10278 2023/12/31 135.599 K $ 5.46 %
2025/09/30 RTX RTX CORPORATION 0.95% 2.646 M $ 15813 2023/12/31 337.571 K $ 14.59 %
2025/09/30 OTIS OTIS WORLDWIDE CORP 0.93% 2.600 M $ 28433 2023/12/31 -206.174 K $ -7.67 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.93% 2.599 M $ 16021 2023/12/31 -319.298 K $ -10.94 %
2025/09/30 BDX BECTON DICKINSON & CO 0.90% 2.518 M $ 13453 2023/12/31 204.985 K $ 8.66 %
2025/09/30 AVGO BROADCOM INC 0.88% 2.448 M $ 7420 2023/12/31 402.609 K $ 19.68 %
2025/09/30 KDP KEURIG DR PEPPER INC 0.84% 2.339 M $ 91703 2023/12/31 -683.358 K $ -22.84 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.81% 2.248 M $ 2429 2023/12/31 -150.806 K $ -6.50 %
2025/09/30 HD HOME DEPOT INC 0.75% 2.091 M $ 5161 2023/12/31 199.766 K $ 10.52 %
2025/09/30 PKG PACKAGING CORP AMER 0.74% 2.058 M $ 9443 2023/12/31 278.261 K $ 15.64 %
2025/09/30 MKC MCCORMICK & CO INC 0.66% 1.836 M $ 27445 2023/12/31 -244.534 K $ -11.75 %
2025/09/30 DIS DISNEY WALT CO 0.64% 1.789 M $ 15623 2023/12/31 -148.574 K $ -7.67 %
2025/09/30 AMP AMERIPRISE FINL INC 0.60% 1.661 M $ 3381 2023/12/31 -143.624 K $ -7.96 %
2025/09/30 NVDA NVIDIA CORPORATION 0.59% 1.634 M $ 8757 2023/12/31 253.621 K $ 18.10 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.58% 1.627 M $ 5417 2023/12/31 240.642 K $ 17.36 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.57% 1.593 M $ 19928 2023/12/31 -218.410 K $ -12.06 %
2025/09/30 YUM YUM BRANDS INC 0.57% 1.590 M $ 10460 2023/12/31 39.957 K $ 2.58 %
2025/09/30 CVX CHEVRON CORP NEW 0.56% 1.561 M $ 10053 2023/12/31 121.641 K $ 8.45 %
2025/09/30 MA MASTERCARD INCORPORATED 0.51% 1.412 M $ 2483 2023/12/31 17.051 K $ 1.22 %
2025/09/30 HON HONEYWELL INTL INC 0.44% 1.228 M $ 5834 2023/12/31 -130.564 K $ -9.61 %
2025/09/30 GPC GENUINE PARTS CO 0.44% 1.218 M $ 8788 2023/12/31 151.944 K $ 14.25 %
2025/09/30 KTOS KRATOS DEFENSE & SEC SOLUTIO 0.43% 1.203 M $ 13170 2025/06/30 591.596 K $ 96.71 %
2025/09/30 PGR PROGRESSIVE CORP 0.35% 987.800 K $ 4000 2023/12/31 -79.640 K $ -7.46 %
2025/09/30 MSFT MICROSOFT CORP 0.35% 975.300 K $ 1883 2023/12/31 38.676 K $ 4.13 %
2025/09/30 SRE SEMPRA 0.33% 917.796 K $ 10200 2025/03/31 144.942 K $ 18.75 %
2025/09/30 SCI SERVICE CORP INTL 0.33% 915.170 K $ 10997 2023/12/31 18.616 K $ 2.24 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.32% 886.796 K $ 5300 2023/12/31 233.570 K $ 35.76 %
2025/09/30 KO COCA COLA CO 0.30% 848.432 K $ 12793 2023/12/31 -56.672 K $ -6.26 %
2025/09/30 CBZ CBIZ INC 0.30% 848.419 K $ 16020 2025/09/30 0.000 $ 0.00 %
2025/09/30 IONQ IONQ INC 0.27% 756.450 K $ 12300 2025/06/30 227.919 K $ 43.12 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.27% 743.834 K $ 16493 2023/12/31 -19.626 K $ -2.57 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.23% 652.970 K $ 6665 2023/12/31 31.125 K $ 5.01 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.23% 651.000 K $ 10421 2023/12/31 -54.063 K $ -7.37 %
2025/09/30 TJX TJX COS INC NEW 0.23% 648.840 K $ 4489 2023/12/31 94.493 K $ 17.05 %
2025/09/30 FIS FIDELITY NATL INFORMATION SV 0.21% 590.163 K $ 8950 2023/12/31 -138.456 K $ -19.00 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.21% 589.680 K $ 3500 2023/12/31 -53.049 K $ -8.17 %
2025/09/30 GOOG ALPHABET INC 0.20% 558.564 K $ 2293 2023/12/31 151.704 K $ 37.30 %
2025/09/30 SIRI SIRIUSXM HOLDINGS INC 0.20% 555.574 K $ 23870 2025/09/30 0.000 $ 0.00 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.18% 499.311 K $ 2485 2023/12/31 36.057 K $ 7.78 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.17% 485.990 K $ 1002 2023/12/31 79.719 K $ 19.62 %
2025/09/30 PPLT ABRDN PLATINUM ETF TRUST 0.16% 442.928 K $ 3100 2023/12/31 62.030 K $ 16.29 %
2025/09/30 ANET ARISTA NETWORKS INC 0.16% 437.130 K $ 3000 2025/03/31 130.200 K $ 42.42 %
2025/09/30 COP CONOCOPHILLIPS 0.16% 435.398 K $ 4603 2023/12/31 22.324 K $ 5.40 %
2025/09/30 LOW LOWES COS INC 0.15% 429.237 K $ 1708 2023/12/31 50.283 K $ 13.27 %
2025/09/30 AFL AFLAC INC 0.15% 423.120 K $ 3788 2023/12/31 23.637 K $ 5.92 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.15% 419.321 K $ 1211 2023/12/31 3.511 K $ 0.84 %
2025/09/30 AAPL APPLE INC 0.15% 410.464 K $ 1612 2023/12/31 60.934 K $ 24.11 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.14% 402.535 K $ 1476 2023/12/31 -13.785 K $ -3.31 %
2025/09/30 RACE FERRARI N V 0.14% 393.999 K $ 812 2023/12/31 -4.482 K $ -1.12 %
2025/09/30 QQQ INVESCO QQQ TR 0.14% 391.472 K $ 652 2023/12/31 29.335 K $ 8.83 %
2025/09/30 IVV ISHARES TR 0.14% 390.202 K $ 583 2023/12/31 28.217 K $ 7.80 %
2025/09/30 XOM EXXON MOBIL CORP 0.13% 364.295 K $ 3231 2023/12/31 15.993 K $ 4.59 %
2025/09/30 ASML ASML HOLDING N V 0.13% 364.002 K $ 376 2023/12/31 62.679 K $ 20.80 %
2025/09/30 MO ALTRIA GROUP INC 0.13% 359.366 K $ 5440 2023/12/31 40.419 K $ 12.67 %
2025/09/30 PSX PHILLIPS 66 0.12% 330.393 K $ 2429 2023/12/31 40.612 K $ 14.02 %
2025/09/30 ORCL ORACLE CORP 0.11% 311.333 K $ 1107 2024/03/31 69.309 K $ 28.64 %
2025/09/30 TXN TEXAS INSTRS INC 0.10% 269.164 K $ 1465 2023/12/31 -34.998 K $ -11.51 %
2025/09/30 MDT MEDTRONIC PLC 0.10% 268.451 K $ 2819 2025/06/30 22.700 K $ 9.26 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.10% 265.207 K $ 593 2024/03/31 -57.034 K $ -17.70 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 0.09% 257.155 K $ 842 2023/12/31 45.947 K $ 21.75 %
2025/09/30 EA ELECTRONIC ARTS INC 0.09% 242.040 K $ 1200 2025/09/30 0.000 $ 0.00 %
2025/09/30 APH AMPHENOL CORP NEW 0.09% 238.714 K $ 1929 2025/09/30 0.000 $ 0.00 %
2025/09/30 SJM SMUCKER J M CO 0.08% 230.232 K $ 2120 2023/12/31 22.047 K $ 10.59 %
2025/09/30 RJF RAYMOND JAMES FINL INC 0.08% 225.243 K $ 1305 2025/06/30 25.095 K $ 12.54 %
2025/09/30 ULTA ULTA BEAUTY INC 0.08% 224.714 K $ 411 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMZN AMAZON COM INC 0.08% 220.229 K $ 1003 2025/09/30 0.000 $ 0.00 %
2025/09/30 MMYT MAKEMYTRIP LIMITED MAURITIUS 0.08% 212.472 K $ 2270 2024/09/30 -10.033 K $ -4.51 %
2025/09/30 NVT NVENT ELECTRIC PLC 0.08% 209.314 K $ 2122 2025/09/30 0.000 $ 0.00 %
2025/09/30 GOOGL ALPHABET INC 0.07% 207.364 K $ 853 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.07% 204.067 K $ 724 2025/09/30 0.000 $ 0.00 %
2025/09/30 MQ MARQETA INC 0.06% 179.594 K $ 34014 2023/12/31 -18.707 K $ -9.43 %
2025/09/30 LEU CENTRUS ENERGY CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %