DOSSIER · 13F-HR · Q2 2026

LETSON INVESTMENT MANAGEMENT, INC.

$273M in tracked AUM across 104 positions as of Q2 2026.

LI
CIK 0002078069 · last filed Jun 30, 2026
Total AUM
$273M
as of Q2 2026
Holdings
104
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

LETSON INVESTMENT MANAGEMENT, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ABBV
ABBVIE INC
$28M111K10.2%
02
JNJ
JOHNSON & JOHNSON
$20M79K7.3%
03
V
VISA INC
$19M54K6.8%
04
L
LOEWS CORP
$12M103K4.3%
05
AXP
AMERICAN EXPRESS CO
$11M31K3.9%
06
ABT
ABBOTT LABORATORIES
$10M109K3.6%
07
SYK
STRYKER CORPORATION
$7M21K2.5%
08
MRK
MERCK & CO INC
$7M52K2.4%
09
PEP
PEPSICO INC
$7M48K2.4%
10
BAC
BANK OF AMER CORP
$6M108K2.3%

Filing history

2026Q2Jun 30
$273M 4.7%
104 positionsView →
2026Q1Mar 31
$260M 4.6%
101 positionsView →
2025Q4Dec 31
$273M 2.2%
101 positionsView →
2025Q3Sep 30
$279M 10.1%
99 positionsView →
2025Q2Jun 30
$253M 2.1%
93 positionsLocked
2025Q1Mar 31
$248M 0.2%
88 positionsLocked
2024Q4Dec 31
$247M 2.8%
91 positionsLocked
2024Q3Sep 30
$255M 12.7%
91 positionsLocked
2024Q2Jun 30
$226M 4.4%
88 positionsLocked
2024Q1Mar 31
$236M 9.9%
95 positionsLocked
2023Q4Dec 31
$215M
92 positionsLocked