LETSON INVESTMENT MANAGEMENT, INC.

CIK 0002078069 • 11 13F filings • Aug 14, 2025 – Aug 6, 2026

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Filer information

Filed by: LETSON INVESTMENT MANAGEMENT, INC., VICE PRESIDENT
Address: 48 W BROOKHAVEN DR NE, ATLANTA, GA, 30319
Phone: 404-237-7794
AUM: $272.7M

AUM over time

$272.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q4 2023

Q3 2025

Q3 2024

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $272.7M101 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$13.6M	5.0%Prev: 5.0%	108,743 SH	Increased-67 SH
ABBVIE INC	COM	$25.4M	9.3%Prev: 8.0%	111,293 SH	Increased-261 SH
ABRDN PLATINUM ETF TRUST	PHYSCL PLATM SHS	$578K	0.2%Prev: 0.1%	3,100 SH	Increased
ACCENTURE PLC IRELAND	SHS CLASS A	$11.8M	4.3%Prev: 5.9%	43,894 SH	Decreased+2,288 SH
AFLAC INC	COM	$418K	0.2%Prev: 0.2%	3,788 SH	Increased
AIR PRODS & CHEMS INC	COM	$365K	0.1%Prev: 0.2%	1,476 SH	Decreased
ALBEMARLE CORP	COM	$263K	0.1%	1,860 SH	New
ALPHABET INC	CAP STK CL A	$267K	0.1%	853 SH	New
ALPHABET INC	CAP STK CL C	$720K	0.3%Prev: 0.3%	2,294 SH	Increased-997 SH
ALTRIA GROUP INC	COM	$314K	0.1%Prev: 0.1%	5,440 SH	Increased
AMAZON COM INC	COM	$232K	0.1%	1,003 SH	New
AMERICAN EXPRESS CO	COM	$11.8M	4.3%Prev: 3.8%	31,863 SH	Increased+16 SH
AMERIPRISE FINL INC	COM	$1.7M	0.6%Prev: 0.7%	3,381 SH	Decreased
AMGEN INC	COM	$4.3M	1.6%Prev: 1.4%	13,001 SH	Increased
AMPHENOL CORP NEW	CL A	$261K	0.1%	1,929 SH	New
APPLE INC	COM	$438K	0.2%Prev: 0.2%	1,612 SH	Increased-12 SH
ARISTA NETWORKS INC	COM SHS	$393K	0.1%	3,000 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$402K	0.1%Prev: 0.2%	376 SH	Decreased-374 SH
AUTOMATIC DATA PROCESSING IN	COM	$5.2M	1.9%Prev: 2.4%	20,195 SH	Decreased+89 SH
BANK AMERICA CORP	COM	$6.0M	2.2%Prev: 1.9%	108,594 SH	Increased+1,076 SH
BECTON DICKINSON & CO	COM	$2.6M	1.0%Prev: 1.3%	13,453 SH	Decreased-743 SH
BRISTOL-MYERS SQUIBB CO	COM	$890K	0.3%Prev: 0.4%	16,493 SH	Decreased
BROADCOM INC	COM	$2.6M	0.9%Prev: 1.5%	7,420 SH	Decreased-8,260 SH
CANADIAN NATL RY CO	COM	$4.3M	1.6%Prev: 1.9%	43,434 SH	Decreased-2,595 SH
CARRIER GLOBAL CORPORATION	COM	$5.3M	1.9%Prev: 2.9%	99,724 SH	Decreased-5,278 SH
CBIZ INC	COM	$808K	0.3%	16,020 SH	New
CHEVRON CORP NEW	COM	$1.5M	0.6%Prev: 0.8%	10,053 SH	Decreased-3,442 SH
CHUBB LIMITED	COM	$3.7M	1.4%Prev: 1.3%	11,881 SH	Increased+541 SH
COCA COLA CO	COM	$894K	0.3%Prev: 0.3%	12,793 SH	Increased
COLGATE PALMOLIVE CO	COM	$1.6M	0.6%Prev: 0.7%	19,928 SH	Decreased
CONOCOPHILLIPS	COM	$431K	0.2%Prev: 0.2%	4,603 SH	Decreased
COSTCO WHSL CORP NEW	COM	$2.1M	0.8%Prev: 0.9%	2,429 SH	Decreased+84 SH
DISNEY WALT CO	COM	$1.8M	0.7%Prev: 0.7%	15,623 SH	Decreased-370 SH
ELECTRONIC ARTS INC	COM	$245K	0.1%	1,200 SH	New
EQUIFAX INC	COM	$4.4M	1.6%Prev: 2.1%	20,063 SH	Decreased
EXXON MOBIL CORP	COM	$389K	0.1%Prev: 0.1%	3,231 SH	Increased
FERRARI N V	COM	$300K	0.1%Prev: 0.1%	812 SH	Decreased
FIDELITY NATL INFORMATION SV	COM	$595K	0.2%Prev: 0.3%	8,950 SH	Decreased
FISERV INC	COM	$4.5M	1.7%	67,559 SH	New
GENERAC HLDGS INC	COM	$1.7M	0.6%Prev: 1.1%	12,666 SH	Decreased-4,548 SH
GENUINE PARTS CO	COM	$1.1M	0.4%Prev: 0.4%	8,788 SH	Increased-440 SH
HOME DEPOT INC	COM	$1.7M	0.6%Prev: 0.8%	4,996 SH	Decreased-332 SH
HONEYWELL INTL INC	COM	$1.1M	0.4%Prev: 0.5%	5,834 SH	Decreased
ILLINOIS TOOL WKS INC	COM	$2.5M	0.9%Prev: 1.0%	10,255 SH	Decreased+191 SH
INTERCONTINENTAL EXCHANGE IN	COM	$567K	0.2%Prev: 0.2%	3,500 SH	Increased-39 SH
INTUIT	COM	$5.6M	2.0%Prev: 2.1%	8,384 SH	Increased-43 SH
INTUITIVE SURGICAL INC	COM NEW	$336K	0.1%Prev: 0.1%	593 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$401K	0.1%Prev: 0.1%	652 SH	Increased+50 SH
IONQ INC	COM	$566K	0.2%	12,619 SH	New
ISHARES TR	CORE S&P500 ETF	$346K	0.1%Prev: 0.1%	505 SH	Increased-78 SH
JOHNSON & JOHNSON	COM	$16.4M	6.0%Prev: 4.6%	79,064 SH	Increased+443 SH
JPMORGAN CHASE & CO.	COM	$3.5M	1.3%Prev: 1.1%	10,714 SH	Increased-135 SH
KEURIG DR PEPPER INC	COM	$2.5M	0.9%Prev: 0.9%	90,150 SH	Increased+18,580 SH
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$1000K	0.4%	13,170 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$247K	0.1%Prev: 0.1%	842 SH	Decreased-577 SH
LOEWS CORP	COM	$10.8M	4.0%	102,768 SH	New
LOWES COS INC	COM	$412K	0.2%Prev: 0.2%	1,708 SH	Decreased
MARQETA INC	CLASS A COM	$162K	0.1%Prev: 0.1%	34,014 SH	Increased
MASTERCARD INCORPORATED	CL A	$1.4M	0.5%Prev: 0.5%	2,483 SH	Increased+1 SH
MCCORMICK & CO INC	COM NON VTG	$1.9M	0.7%Prev: 0.9%	27,445 SH	Decreased-895 SH
MCDONALDS CORP	COM	$6.2M	2.3%Prev: 2.4%	20,201 SH	Increased+41 SH
MEDTRONIC PLC	SHS	$271K	0.1%	2,824 SH	New
MERCK & CO INC	COM	$5.6M	2.1%Prev: 1.9%	53,363 SH	Increased+4,947 SH
MICRON TECHNOLOGY INC	COM	$1.5M	0.6%Prev: 0.3%	5,300 SH	Increased-2,650 SH
MICROSOFT CORP	COM	$920K	0.3%Prev: 0.5%	1,903 SH	Decreased-908 SH
MONDELEZ INTL INC	CL A	$561K	0.2%Prev: 0.3%	10,421 SH	Decreased-1,721 SH
NORFOLK SOUTHN CORP	COM	$1.6M	0.6%Prev: 0.5%	5,418 SH	Increased+7 SH
NORTHROP GRUMMAN CORP	COM	$2.7M	1.0%Prev: 0.9%	4,653 SH	Increased+38 SH
NVENT ELECTRIC PLC	SHS	$216K	0.1%Prev: 0.1%	2,122 SH	Decreased-2,123 SH
NVIDIA CORPORATION	COM	$1.5M	0.5%Prev: 0.8%	7,987 SH	Decreased-7,134 SH
ON HLDG AG	NAMEN AKT A	$442K	0.2%	9,500 SH	New
ORACLE CORP	COM	$216K	0.1%Prev: 0.1%	1,107 SH	Decreased-760 SH
OTIS WORLDWIDE CORP	COM	$2.4M	0.9%Prev: 1.0%	27,266 SH	Decreased+144 SH
PACKAGING CORP AMER	COM	$1.9M	0.7%Prev: 1.2%	9,448 SH	Decreased-4,288 SH
PAYCHEX INC	COM	$5.4M	2.0%Prev: 2.8%	48,114 SH	Decreased-431 SH
PEPSICO INC	COM	$6.9M	2.5%Prev: 3.0%	48,128 SH	Decreased-1,056 SH
PHILIP MORRIS INTL INC	COM	$2.6M	0.9%Prev: 0.8%	16,021 SH	Increased
PHILLIPS 66	COM	$313K	0.1%Prev: 0.1%	2,429 SH	Increased
PNC FINL SVCS GROUP INC	COM	$519K	0.2%Prev: 0.2%	2,485 SH	Increased
PROGRESSIVE CORP	COM	$911K	0.3%Prev: 0.4%	4,000 SH	Decreased
RAYMOND JAMES FINL INC	COM	$210K	0.1%	1,305 SH	New
RTX CORPORATION	COM	$2.9M	1.1%Prev: 0.7%	15,818 SH	Increased+204 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$208K	0.1%	1,448 SH	New
SEMPRA	COM	$901K	0.3%	10,200 SH	New
SERVICE CORP INTL	COM	$857K	0.3%Prev: 0.3%	10,997 SH	Increased+768 SH
SHERWIN WILLIAMS CO	COM	$392K	0.1%Prev: 0.2%	1,211 SH	Decreased
SIRIUSXM HOLDINGS INC	COMMON STOCK	$240K	0.1%	12,010 SH	New
SMUCKER J M CO	COM NEW	$207K	0.1%Prev: 0.1%	2,120 SH	Decreased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.6M	0.6%Prev: 1.2%	3,300 SH	Decreased-3,859 SH
STRYKER CORPORATION	COM	$7.6M	2.8%Prev: 3.1%	21,520 SH	Decreased+21 SH
TEXAS INSTRS INC	COM	$254K	0.1%Prev: 0.1%	1,465 SH	Decreased
THERMO FISHER SCIENTIFIC INC	COM	$581K	0.2%Prev: 0.2%	1,002 SH	Increased
TJX COS INC NEW	COM	$690K	0.3%Prev: 0.2%	4,489 SH	Increased
TRANE TECHNOLOGIES PLC	SHS	$4.9M	1.8%Prev: 2.5%	12,621 SH	Decreased-4,139 SH
UBER TECHNOLOGIES INC	COM	$545K	0.2%Prev: 0.2%	6,665 SH	Increased-50 SH
ULTA BEAUTY INC	COM	$249K	0.1%	411 SH	New
UNION PAC CORP	COM	$5.2M	1.9%Prev: 1.9%	22,433 SH	Increased+1,611 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.4M	1.6%Prev: 1.5%	13,125 SH	Increased
VISA INC	COM CL A	$18.9M	6.9%Prev: 6.9%	54,018 SH	Increased-38 SH
XENON PHARMACEUTICALS INC	COM	$269K	0.1%	6,000 SH	New
YUM BRANDS INC	COM	$1.6M	0.6%Prev: 0.6%	10,460 SH	Increased

Sold (vs prior filing)

AES CORP — $279K
CAPRI HOLDINGS LIMITED — $316K
HERSHEY CO — $267K
ISHARES TR — $2.3M
MAKEMYTRIP LIMITED MAURITIUS — $255K
PELOTON INTERACTIVE INC — $519K
PFIZER INC — $535K
SENTINELONE INC — $246K
VANGUARD TAX-MANAGED FDS — $607K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 28, 2026	Q4 2025	13F-HR	0002078069-26-000001	$272.7M	View
Aug 14, 2025	Q4 2024	13F-HR	0002078069-25-000005	$247.4M	View
Aug 14, 2025	Q4 2023