Letson Investment Management, Inc. Top Holdings and 13F Report (2025) About Letson Investment Management, Inc.Investment ActivityLetson Investment Management, Inc. has $253.25 million in total holdings as of June 30, 2025.Letson Investment Management, Inc. owns shares of 93 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 1.07% of the portfolio was purchased this quarter.About 0.57% of the portfolio was sold this quarter.This quarter, Letson Investment Management, Inc. has purchased 88 new stocks and bought additional shares in 18 stocks.Letson Investment Management, Inc. sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings AbbVie $20,604,660Visa $19,184,558Abbott Laboratories $14,788,562Accenture $12,465,434Johnson & Johnson $12,039,797 Largest New Holdings this Quarter 50077B207 - Kratos Defense & Security Solutions $611,747 Holding46222L108 - IonQ $528,531 Holding15643U104 - Centrus Energy $457,767 HoldingG5960L103 - Medtronic $245,193 Holding68389X105 - Oracle $242,023 Holding Largest Purchases this Quarter Kratos Defense & Security Solutions 13,170 shares (about $611.75K)IonQ 12,300 shares (about $528.53K)Centrus Energy 2,499 shares (about $457.77K)Medtronic 2,813 shares (about $245.19K)Oracle 1,107 shares (about $242.02K) Largest Sales this Quarter Chevron 3,934 shares (about $563.29K)L3Harris Technologies 577 shares (about $144.73K)AbbVie 520 shares (about $96.52K)Apple 392 shares (about $80.43K)Becton, Dickinson and Company 457 shares (about $78.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLetson Investment Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorABBVAbbVie$20,604,660$96,522 ▼-0.5%111,0058.1%MedicalVVisa$19,184,558$18,108 ▼-0.1%54,0337.6%Business ServicesABTAbbott Laboratories$14,788,562$11,561 ▼-0.1%108,7315.8%MedicalACNAccenture$12,465,434$118,659 ▲1.0%41,7064.9%Computer and TechnologyJNJJohnson & Johnson$12,039,797$2,902 ▼0.0%78,8204.8%MedicalAXPAmerican Express$10,154,728$3,828 ▼0.0%31,8354.0%FinanceSYKStryker$8,528,9920.0%21,5583.4%MedicalCARRCarrier Global$7,711,486$439 ▲0.0%105,3633.0%ConstructionTTTrane Technologies$7,318,7440.0%16,7322.9%ConstructionPAYXPaychex$7,053,152$873 ▲0.0%48,4892.8%Computer and TechnologyINTUIntuit$6,637,830$788 ▲0.0%8,4282.6%Computer and TechnologyPEPPepsiCo$6,416,292$43,573 ▼-0.7%48,5942.5%Consumer StaplesADPAutomatic Data Processing$6,226,153$1,234 ▲0.0%20,1892.5%Computer and TechnologyMCDMcDonald's$5,882,133$876 ▲0.0%20,1332.3%Retail/WholesaleEFXEquifax$5,203,7400.0%20,0632.1%Business ServicesBACBank of America$5,087,834$47 ▲0.0%107,5202.0%FinanceUNPUnion Pacific$4,880,842$6,902 ▲0.1%21,2141.9%TransportationCNICanadian National Railway$4,575,273$37,767 ▼-0.8%43,9761.8%TransportationVTIVanguard Total Stock Market ETF$3,989,0810.0%13,1251.6%ETFMRKMerck & Co., Inc.$3,883,820$32,930 ▲0.9%49,0631.5%MedicalAMGNAmgen$3,630,0090.0%13,0011.4%MedicalCBChubb$3,394,336$25,495 ▲0.8%11,7161.3%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$3,154,6130.0%7,1591.2%FinanceJPMJPMorgan Chase & Co.$3,147,140$1,160 ▲0.0%10,8561.2%FinanceKDPKeurig Dr Pepper$2,992,280$331 ▲0.0%90,5111.2%Consumer StaplesPMPhilip Morris International$2,917,9050.0%16,0211.2%Consumer StaplesOTISOtis Worldwide$2,689,758$3,664 ▲0.1%27,1641.1%IndustrialsITWIllinois Tool Works$2,481,553$7,417 ▼-0.3%10,0371.0%IndustrialsGNRCGenerac$2,460,205$16,469 ▼-0.7%17,1791.0%IndustrialsBDXBecton, Dickinson and Company$2,366,543$78,718 ▼-3.2%13,7390.9%MedicalNOCNorthrop Grumman$2,326,6150.0%4,6530.9%AerospaceCOSTCostco Wholesale$2,321,2200.0%2,3450.9%Retail/WholesaleRTXRTX$2,313,043$5,549 ▲0.2%15,8410.9%AerospaceMKCMcCormick & Company, Incorporated$2,080,8800.0%27,4450.8%Consumer StaplesAVGOBroadcom$2,045,3230.0%7,4200.8%Computer and TechnologyDISWalt Disney$1,937,4080.0%15,6230.8%Consumer DiscretionaryHDHome Depot$1,899,748$733 ▲0.0%5,1820.8%Retail/WholesaleCLColgate-Palmolive$1,811,4550.0%19,9280.7%Consumer StaplesAMPAmeriprise Financial$1,804,5410.0%3,3810.7%FinancePKGPackaging Corporation of America$1,778,705$942 ▲0.1%9,4390.7%IndustrialsYUMYum! Brands$1,549,9630.0%10,4600.6%Retail/WholesaleCVXChevron$1,439,450$563,294 ▼-28.1%10,0530.6%EnergyNVDANVIDIA$1,401,5290.0%8,8710.6%Computer and TechnologyMAMastercard$1,394,9480.0%2,4820.6%Business ServicesNSCNorfolk Southern$1,386,099$512 ▲0.0%5,4150.5%TransportationHONHoneywell International$1,358,6220.0%5,8340.5%Multi-Sector ConglomeratesPGRProgressive$1,067,4400.0%4,0000.4%FinanceGPCGenuine Parts$1,066,0720.0%8,7880.4%Retail/WholesaleMSFTMicrosoft$936,6230.0%1,8830.4%Computer and TechnologyKOCocaCola$905,1050.0%12,7930.4%Consumer StaplesSCIService Corporation International$832,6410.0%10,2290.3%Consumer StaplesSRESempra Energy$772,8540.0%10,2000.3%UtilitiesBMYBristol Myers Squibb$763,4610.0%16,4930.3%MedicalMDLZMondelez International$733,6120.0%10,8780.3%Consumer StaplesFISFidelity National Information Services$728,6200.0%8,9500.3%Business ServicesVEAVanguard FTSE Developed Markets ETF$723,3430.0%12,6880.3%ETFMUMicron Technology$653,2250.0%5,3000.3%Computer and TechnologyICEIntercontinental Exchange$649,3000.0%3,5390.3%FinanceUBERUber Technologies$621,8450.0%6,6650.2%Computer and TechnologyKTOSKratos Defense & Security Solutions$611,747$611,747 ▲New Holding13,1700.2%AerospaceTJXTJX Companies$554,3470.0%4,4890.2%Retail/WholesaleIONQIonQ$528,531$528,531 ▲New Holding12,3000.2%Computer and TechnologyPTONPeloton Interactive$486,8270.0%70,1480.2%Consumer DiscretionaryPFEPfizer$484,8000.0%20,0000.2%MedicalPNCThe PNC Financial Services Group$463,2540.0%2,4850.2%FinanceLEUCentrus Energy$457,767$457,767 ▲New Holding2,4990.2%Basic MaterialsAPDAir Products and Chemicals$416,3210.0%1,4760.2%Basic MaterialsSHWSherwin-Williams$415,8090.0%1,2110.2%Basic MaterialsCOPConocoPhillips$413,0730.0%4,6030.2%EnergyGOOGAlphabet$406,728$177 ▲0.0%2,2930.2%Computer and TechnologyTMOThermo Fisher Scientific$406,2710.0%1,0020.2%MedicalAFLAflac$399,4820.0%3,7880.2%FinanceRACEFerrari$398,4810.0%8120.2%Auto/Tires/TrucksPPLTabrdn Physical Platinum Shares ETF$380,8970.0%3,1000.2%ETFLOWLowe's Companies$378,9540.0%1,7080.1%Retail/WholesaleIVViShares Core S&P 500 ETF$361,9850.0%5830.1%ETFXOMExxon Mobil$348,3020.0%3,2310.1%EnergyQQQInvesco QQQ$332,0870.0%6020.1%FinanceISRGIntuitive Surgical$322,2420.0%5930.1%MedicalMOAltria Group$318,9470.0%5,4400.1%Consumer StaplesARISTA NETWORKS INC$306,9300.0%3,0000.1%COM SHSTXNTexas Instruments$304,1630.0%1,4650.1%Computer and TechnologyASMLASML$301,3230.0%3760.1%Computer and TechnologyPSXPhillips 66$289,7800.0%2,4290.1%EnergyAAPLApple$252,769$80,427 ▼-24.1%1,2320.1%Computer and TechnologyMDTMedtronic$245,193$245,193 ▲New Holding2,8130.1%MedicalORCLOracle$242,023$242,023 ▲New Holding1,1070.1%Computer and TechnologyMMYTMakeMyTrip$222,5050.0%2,2700.1%Computer and TechnologyTOSTToast$211,263$211,263 ▲New Holding4,7700.1%Computer and TechnologyLHXL3Harris Technologies$211,207$144,734 ▼-40.7%8420.1%AerospaceSJMJ. M. Smucker$208,1840.0%2,1200.1%Consumer StaplesRJFRaymond James Financial$200,148$200,148 ▲New Holding1,3050.1%FinanceMQMarqeta$198,3020.0%34,0140.1%Business ServicesSSentinelOne$0$201,798 ▼-100.0%00.0%Computer and TechnologyAESAES$0$134,832 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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