Letson Investment Management, Inc. has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $273 Billion distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $25.4B, Visa Inc. with a value of $18.9B, Johnson & Johnson with a value of $16.4B, Abbott Laboratories with a value of $13.6B, and American Express CO with a value of $11.8B.

Examining the 13F form we can see an decrease of $6.03B in the current position value, from $279B to 273B.

Letson Investment Management, Inc. is based out at Atlanta, GA

Below you can find more details about Letson Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $273 Billion
Healthcare: $77.8 Billion
Financial Services: $60.4 Billion
Industrials: $51.8 Billion
Technology: $31.8 Billion
Consumer Defensive: $19.5 Billion
Consumer Cyclical: $15.7 Billion
ETFs: $7.52 Billion
Communication Services: $3.01 Billion
Other: $4.59 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $273 Billion
  • Prior Value $279 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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