Sponsored

The Analysis of LETSON INVESTMENT MANAGEMENT, INC.'s Holdings & P&L

Currently, LETSON INVESTMENT MANAGEMENT, INC. holds 104 types of securities in its portfolio with a total value $272.5M. In the most recent quarter, they have increased their positions in N/A (+8.8K shares, valued at $868.7K), N/A (+2.9K shares, valued at $677.4K), N/A (+2.9K shares, valued at $644.9K); decreased their positions in MU (-1.3K shares, valued at $1.5M), KDP (-15.1K shares, valued at $493.9K), MRK (-1.6K shares, valued at $202.3K); initiated new positions in N/A (+8.8K shares, valued at $868.7K), N/A (+2.9K shares, valued at $677.4K), N/A (+2.9K shares, valued at $644.9K).

1M P&L

-282.7K-0.14%

3M P&L

+14.5M+7.95%

HY P&L

+9.3M+4.93%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Drug Manufacturers - General32.3M

16.8%

2Medical Devices16.6M

8.6%

3Railroads13.0M

6.7%

Top Industries by Stock Count

1N/A7 stocks

8.3%

2Drug Manufacturers - General4 stocks

4.8%

3Software - Application4 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ABBVIE INC ABBVIE INC110.9K shares-0.32%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON78.8K shares-0.18%2026-06-302026-08-06

VISA INC VISA INC54.0K shares-0.07%2026-06-302026-08-06

L LOEWS CORP102.9K shares0.13%2026-06-302026-08-06

AXP AMERICAN EXPRESS CO31.2K shares-0.64%2026-06-302026-08-06

ABT ABBOTT LABORATORIES108.6K shares-0.06%2026-06-302026-08-06

SYK STRYKER CORPORATION21.3K shares-0.47%2026-06-302026-08-06

MRK MERCK & CO INC51.8K shares-2.95%2026-06-302026-08-06

Sponsored

PEP PEPSICO INC48.1K shares0.20%2026-06-302026-08-06

BAC BANK OF AMER CORP108.0K shares-0.54%2026-06-302026-08-06

UNP UNION PAC CORP22.4K shares0.21%2026-06-302026-08-06

CARR CARRIER GLOBAL CORPORATION82.7K shares0.01%2026-06-302026-08-06

TT TRANE TECHNOLOGIES PLC12.0K shares-1.84%2026-06-302026-08-06

MCD MCDONALDS CORP20.1K shares0.01%2026-06-302026-08-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND43.3K shares-0.97%2026-06-302026-08-06

CNI CANADIAN NATL RY CO43.3K shares-0.12%2026-06-302026-08-06

Sponsored

ADP AUTOMATIC DATA PROCESSING IN22.9K shares0.02%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS13.1K shares0.00%2026-06-302026-08-06

PAYX PAYCHEX INC49.0K shares2.14%2026-06-302026-08-06

AMGN AMGEN INC13.0K shares0.00%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC4.0K shares-24.53%2026-06-302026-08-06

CHUBB LIMITED CHUBB LIMITED12.0K shares0.30%2026-06-302026-08-06

GNRC GENERAC HLDGS INC12.7K shares0.00%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO10.3K shares-1.61%2026-06-302026-08-06

Sponsored

FI FISERV INC66.0K shares4.88%2026-06-302026-08-06

EFX EQUIFAX INC20.1K shares0.00%2026-06-302026-08-06

RTX CORPORATION RTX CORPORATION15.5K shares0.03%2026-06-302026-08-06

PM PHILIP MORRIS INTL INC16.0K shares0.00%2026-06-302026-08-06

ITW ILLINOIS TOOL WKS INC10.3K shares0.34%2026-06-302026-08-06

BROADCOM INC BROADCOM INC6.6K shares0.00%2026-06-302026-08-06

KDP KEURIG DR PEPPER INC75.1K shares-16.74%2026-06-302026-08-06

NOC NORTHROP GRUMMAN CORP4.6K shares-0.73%2026-06-302026-08-06

Sponsored

INTU INTUIT9.0K shares-7.83%2026-06-302026-08-06

PKG PACKAGING CORP AMER9.4K shares0.05%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.4K shares-0.17%2026-06-302026-08-06

BDX BECTON DICKINSON & CO13.6K shares0.51%2026-06-302026-08-06

OTIS OTIS WORLDWIDE CORP27.1K shares0.03%2026-06-302026-08-06

CL COLGATE PALMOLIVE CO19.3K shares0.00%2026-06-302026-08-06

HD HOME DEPOT INC5.0K shares0.00%2026-06-302026-08-06

DIA STATE STR SPDR DOW JONES IND3.3K shares0.00%2026-06-302026-08-06

Sponsored

NSC NORFOLK SOUTHN CORP5.4K shares0.02%2026-06-302026-08-06

YUM YUM BRANDS INC10.5K shares0.00%2026-06-302026-08-06

CVX CHEVRON CORPORATION10.0K shares-0.45%2026-06-302026-08-06

AMERIPRISE FINL INC AMERIPRISE FINL INC3.4K shares0.00%2026-06-302026-08-06

NVDA NVIDIA CORPORATION7.6K shares0.00%2026-06-302026-08-06

DIS DISNEY WALT CO15.6K shares-0.45%2026-06-302026-08-06

MKC MCCORMICK & CO INC27.4K shares0.00%2026-06-302026-08-06

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.5K shares1.17%2026-06-302026-08-06

Sponsored

KO COCA COLA CO12.8K shares0.00%2026-06-302026-08-06

GPC GENUINE PARTS CO8.6K shares0.00%2026-06-302026-08-06

BMY BRISTOL-MYERS SQUIBB CO16.5K shares0.00%2026-06-302026-08-06

SRE SEMPRA10.2K shares0.00%2026-06-302026-08-06

IONQ INC IONQ INC17.2K shares0.00%2026-06-302026-08-06

PGR PROGRESSIVE CORP4.0K shares0.00%2026-06-302026-08-06

SERVICENOW INC SERVICENOW INC8.8K sharesnew addition2026-06-302026-08-06

SCI SERVICE CORP INTL11.0K shares0.00%2026-06-302026-08-06

Sponsored

GOOG ALPHABET INC2.3K shares0.04%2026-06-302026-08-06

ASML ASML HLDG NV376 shares0.00%2026-06-302026-08-06

MSFT MICROSOFT CORP1.9K shares0.00%2026-06-302026-08-06

TJX TJX COS INC NEW4.5K shares0.00%2026-06-302026-08-06

NETFLIX INC. NETFLIX INC.9.5K shares0.00%2026-06-302026-08-06

HONEYWELL INTL INC HONEYWELL INTL INC2.9K sharesnew addition2026-06-302026-08-06

WAT WATERS CORP1.8K shares-1.27%2026-06-302026-08-06

KTOS KRATOS DEFENSE & SEC SOLUTIO13.2K shares0.00%2026-06-302026-08-06

Sponsored

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC2.9K sharesnew addition2026-06-302026-08-06

PNC PNC FINL SVCS GROUP INC2.5K shares0.00%2026-06-302026-08-06

MDLZ MONDELEZ INTL INC10.4K shares0.00%2026-06-302026-08-06

CBZ CBIZ INC16.0K shares0.00%2026-06-302026-08-06

ANET ARISTA NETWORKS INC3.0K shares0.00%2026-06-302026-08-06

TMO THERMO FISHER SCIENTIFIC INC1.0K shares0.00%2026-06-302026-08-06

UBER UBER TECHNOLOGIES INC6.7K shares0.00%2026-06-302026-08-06

QQQ INVESCO QQQ TR652 shares0.00%2026-06-302026-08-06

Sponsored

COP CONOCOPHILLIPS4.6K shares0.00%2026-06-302026-08-06

AAPL APPLE INC1.6K shares0.00%2026-06-302026-08-06

AFL AFLAC INC3.8K shares0.00%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP3.2K shares0.00%2026-06-302026-08-06

PPLT ABRDN PLATINUM ETF TRUST31.0K shares900.00%2026-06-302026-08-06

TXN TEXAS INSTRS INC1.5K shares0.00%2026-06-302026-08-06

APD AIR PRODUCTS AND CHEMICALS I1.5K shares0.00%2026-06-302026-08-06

ICE INTERCONTINENTAL EXCHANGE IN3.5K shares0.00%2026-06-302026-08-06

Sponsored

SHW SHERWIN WILLIAMS CO1.2K shares0.00%2026-06-302026-08-06

PSX PHILLIPS 662.4K shares0.00%2026-06-302026-08-06

MO ALTRIA GROUP INC5.4K shares0.00%2026-06-302026-08-06

LOW LOWES COS INC1.7K shares0.00%2026-06-302026-08-06

XENE XENON PHARMACEUTICALS INC6.0K shares0.00%2026-06-302026-08-06

NVT NVENT ELEC PLC2.1K shares0.00%2026-06-302026-08-06

SIRI SIRIUSXM HOLDINGS INC12.0K shares0.00%2026-06-302026-08-06

FIS FIDELITY NATL INFORMATION SV8.9K shares0.00%2026-06-302026-08-06

Sponsored

ISHARES TR ISHARES TR462 shares-8.51%2026-06-302026-08-06

APH AMPHENOL CORP1.9K shares0.00%2026-06-302026-08-06

GOOGL ALPHABET INC853 shares0.00%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR1.4K sharesnew addition2026-06-302026-08-06

ALB ALBEMARLE CORP1.9K shares0.00%2026-06-302026-08-06

EA ELECTRONIC ARTS INC1.2K shares0.00%2026-06-302026-08-06

LHX L3HARRIS TECHNOLOGIES INC842 shares0.00%2026-06-302026-08-06

AMZN AMAZON COM INC1.0K shares0.00%2026-06-302026-08-06

Sponsored

SJM SMUCKER J M CO2.1K shares0.00%2026-06-302026-08-06

TROW PRICE T ROWE GROUP INC2.0K sharesnew addition2026-06-302026-08-06

BATRA ATLANTA BRAVES HLDGS INC4.0K sharesnew addition2026-06-302026-08-06

MEDTRONIC PLC MEDTRONIC PLC2.8K shares0.21%2026-06-302026-08-06

FV FIRST TR EXCHANGE TRADED FD2.8K sharesnew addition2026-06-302026-08-06

DVY ISHARES TR1.4K shares0.00%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T272 sharesnew addition2026-06-302026-08-06

MQ MARQETA INC34.0K shares0.00%2026-06-302026-08-06

Sponsored

ABBVIE INC

-0.32%

Shares110.9K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

-0.18%

Shares78.8K

Event2026-06-30

Filed2026-08-06

VISA INC

-0.07%

Shares54.0K

Event2026-06-30

Filed2026-08-06

LOEWS CORP

0.13%

Shares102.9K

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO

-0.64%

Shares31.2K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

-0.06%

Shares108.6K

Event2026-06-30

Filed2026-08-06

SYK

STRYKER CORPORATION

-0.47%

Shares21.3K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

-2.95%

Shares51.8K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

0.20%

Shares48.1K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

-0.54%

Shares108.0K

Event2026-06-30

Filed2026-08-06

UNP

UNION PAC CORP

0.21%

Shares22.4K

Event2026-06-30

Filed2026-08-06

CARR

CARRIER GLOBAL CORPORATION

0.01%

Shares82.7K

Event2026-06-30

Filed2026-08-06

TRANE TECHNOLOGIES PLC

-1.84%

Shares12.0K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

0.01%

Shares20.1K

Event2026-06-30

Filed2026-08-06

ACCENTURE PLC IRELAND

-0.97%

Shares43.3K

Event2026-06-30

Filed2026-08-06

CNI

CANADIAN NATL RY CO

-0.12%

Shares43.3K

Event2026-06-30

Filed2026-08-06

ADP

AUTOMATIC DATA PROCESSING IN

0.02%

Shares22.9K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

0.00%

Shares13.1K

Event2026-06-30

Filed2026-08-06

PAYX

PAYCHEX INC

2.14%

Shares49.0K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

0.00%

Shares13.0K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

-24.53%

Shares4.0K

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED

0.30%

Shares12.0K

Event2026-06-30

Filed2026-08-06

GNRC

GENERAC HLDGS INC

0.00%

Shares12.7K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

-1.61%

Shares10.3K

Event2026-06-30

Filed2026-08-06

FISERV INC

4.88%

Shares66.0K

Event2026-06-30

Filed2026-08-06

EFX

EQUIFAX INC

0.00%

Shares20.1K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

0.03%

Shares15.5K

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

0.00%

Shares16.0K

Event2026-06-30

Filed2026-08-06

ITW

ILLINOIS TOOL WKS INC

0.34%

Shares10.3K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-06

KDP

KEURIG DR PEPPER INC

-16.74%

Shares75.1K

Event2026-06-30

Filed2026-08-06

NOC

NORTHROP GRUMMAN CORP

-0.73%

Shares4.6K

Event2026-06-30

Filed2026-08-06

INTU

INTUIT

-7.83%

Shares9.0K

Event2026-06-30

Filed2026-08-06

PKG

PACKAGING CORP AMER

0.05%

Shares9.4K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

-0.17%

Shares2.4K

Event2026-06-30

Filed2026-08-06

BDX

BECTON DICKINSON & CO

0.51%

Shares13.6K

Event2026-06-30

Filed2026-08-06

OTIS

OTIS WORLDWIDE CORP

0.03%

Shares27.1K

Event2026-06-30

Filed2026-08-06

COLGATE PALMOLIVE CO

0.00%

Shares19.3K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-06

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-06

NSC

NORFOLK SOUTHN CORP

0.02%

Shares5.4K

Event2026-06-30

Filed2026-08-06

YUM

YUM BRANDS INC

0.00%

Shares10.5K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

-0.45%

Shares10.0K

Event2026-06-30

Filed2026-08-06

AMERIPRISE FINL INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

0.00%

Shares7.6K

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO

-0.45%

Shares15.6K

Event2026-06-30

Filed2026-08-06

MKC

MCCORMICK & CO INC

0.00%

Shares27.4K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

1.17%

Shares2.5K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

0.00%

Shares12.8K

Event2026-06-30

Filed2026-08-06

GPC

GENUINE PARTS CO

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-06

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares16.5K

Event2026-06-30

Filed2026-08-06

SRE

SEMPRA

0.00%

Shares10.2K

Event2026-06-30

Filed2026-08-06

IONQ INC

0.00%

Shares17.2K

Event2026-06-30

Filed2026-08-06

PGR

PROGRESSIVE CORP

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-06

SERVICENOW INC

New

Shares8.8K

Event2026-06-30

Filed2026-08-06

SCI

SERVICE CORP INTL

0.00%

Shares11.0K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

0.04%

Shares2.3K

Event2026-06-30

Filed2026-08-06

ASML

ASML HLDG NV

0.00%

Shares376

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-06

NETFLIX INC.

0.00%

Shares9.5K

Event2026-06-30

Filed2026-08-06

HONEYWELL INTL INC

New

Shares2.9K

Event2026-06-30

Filed2026-08-06

WAT

WATERS CORP

-1.27%

Shares1.8K

Event2026-06-30

Filed2026-08-06

KTOS

KRATOS DEFENSE & SEC SOLUTIO

0.00%

Shares13.2K

Event2026-06-30

Filed2026-08-06

HONEYWELL AEROSPACE INC

New

Shares2.9K

Event2026-06-30

Filed2026-08-06

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

MDLZ

MONDELEZ INTL INC

0.00%

Shares10.4K

Event2026-06-30

Filed2026-08-06

CBZ

CBIZ INC

0.00%

Shares16.0K

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-06

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

UBER

UBER TECHNOLOGIES INC

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

0.00%

Shares652

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

AFL

AFLAC INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-06

PPLT

ABRDN PLATINUM ETF TRUST

900.00%

Shares31.0K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-06

SHW

SHERWIN WILLIAMS CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

PSX

PHILLIPS 66

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-06

LOW

LOWES COS INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-06

XENE

XENON PHARMACEUTICALS INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-06

NVT

NVENT ELEC PLC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

SIRI

SIRIUSXM HOLDINGS INC

0.00%

Shares12.0K

Event2026-06-30

Filed2026-08-06

FIS

FIDELITY NATL INFORMATION SV

0.00%

Shares8.9K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-8.51%

Shares462

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

0.00%

Shares853

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

ALB

ALBEMARLE CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-06

ELECTRONIC ARTS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares842

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

SJM

SMUCKER J M CO

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

TROW

PRICE T ROWE GROUP INC

New

Shares2.0K

Event2026-06-30

Filed2026-08-06

BATRA

ATLANTA BRAVES HLDGS INC

New

Shares4.0K

Event2026-06-30

Filed2026-08-06

MEDTRONIC PLC

0.21%

Shares2.8K

Event2026-06-30

Filed2026-08-06

FIRST TR EXCHANGE TRADED FD

New

Shares2.8K

Event2026-06-30

Filed2026-08-06

DVY

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

New

Shares272

Event2026-06-30

Filed2026-08-06

MARQETA INC

0.00%

Shares34.0K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available