Sponsored

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

Currently, LETSON INVESTMENT MANAGEMENT, INC. holds 101 types of securities in its portfolio with a total value $260.3M. In the most recent quarter, they have increased their positions in NFLX (+9.5K shares, valued at $913.4K), INTU (+1.4K shares, valued at $601.9K), ADP (+2.7K shares, valued at $551.8K); decreased their positions in CARR (-17.1K shares, valued at $961.4K), N/A (-840 shares, valued at $260.0K), FI (-4.6K shares, valued at $258.6K); initiated new positions in NFLX (+9.5K shares, valued at $913.4K), WAT (+1.8K shares, valued at $539.6K), DVY (+1.4K shares, valued at $204.4K).

1M P&L

+2.6M+1.08%

3M P&L

-10.8M-4.27%

HY P&L

-1.2M-0.50%

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 - General49.1M

20.4%

2Credit Services27.1M

11.2%

3Medical Devices18.2M

7.5%

Top Industries by Stock Count

1N/A6 stocks

6.5%

2Drug Manufacturers - General4 stocks

4.3%

3Aerospace & Defense4 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ABBV ABBVIE INC111.3K shares0.01%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON79.0K shares-0.11%2026-03-312026-04-24

V VISA INC54.0K shares0.00%2026-03-312026-04-24

ABT ABBOTT LABORATORIES108.7K shares-0.03%2026-03-312026-04-24

L LOEWS CORP102.8K shares0.00%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO31.4K shares-1.32%2026-03-312026-04-24

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND43.7K shares-0.46%2026-03-312026-04-24

PEP PEPSICO INC48.0K shares-0.24%2026-03-312026-04-24

Sponsored

SYK STRYKER CORPORATION21.4K shares-0.73%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC53.4K shares0.07%2026-03-312026-04-24

MCD MCDONALDS CORP20.1K shares-0.56%2026-03-312026-04-24

UNP UNION PAC CORP22.4K shares-0.24%2026-03-312026-04-24

BAC BANK AMERICA CORP108.6K shares-0.03%2026-03-312026-04-24

TT TRANE TECHNOLOGIES PLC12.2K shares-2.95%2026-03-312026-04-24

ADP AUTOMATIC DATA PROCESSING IN22.9K shares13.45%2026-03-312026-04-24

CARR CARRIER GLOBAL CORPORATION82.7K shares-17.12%2026-03-312026-04-24

Sponsored

AMGN AMGEN INC13.0K shares0.00%2026-03-312026-04-24

CNI CANADIAN NATL RY CO43.3K shares-0.27%2026-03-312026-04-24

PAYX PAYCHEX INC48.0K shares-0.27%2026-03-312026-04-24

INTU INTUIT9.8K shares16.60%2026-03-312026-04-24

VTI VANGUARD INDEX FDS13.1K shares0.00%2026-03-312026-04-24

CB CHUBB LTD SWITZ11.9K shares0.31%2026-03-312026-04-24

EFX EQUIFAX INC20.1K shares0.00%2026-03-312026-04-24

FI FISERV INC62.9K shares-6.86%2026-03-312026-04-24

Sponsored

NOC NORTHROP GRUMMAN CORP4.7K shares0.02%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO10.5K shares-2.18%2026-03-312026-04-24

RTX RTX CORPORATION15.5K shares-2.22%2026-03-312026-04-24

ITW ILLINOIS TOOL WKS INC10.3K shares0.25%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC16.0K shares-0.11%2026-03-312026-04-24

GNRC GENERAC HLDGS INC12.7K shares0.00%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION2.4K shares-1.15%2026-03-312026-04-24

KDP KEURIG DR PEPPER INC90.2K shares0.01%2026-03-312026-04-24

Sponsored

BDX BECTON DICKINSON & CO13.5K shares0.45%2026-03-312026-04-24

OTIS OTIS WORLDWIDE CORP27.0K shares-0.81%2026-03-312026-04-24

CVX CHEVRON CORPORATION10.1K shares0.01%2026-03-312026-04-24

BROADCOM INC BROADCOM INC6.6K shares-11.32%2026-03-312026-04-24

PKG PACKAGING CORP AMER9.4K shares-0.10%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC5.3K shares0.00%2026-03-312026-04-24

CL COLGATE PALMOLIVE CO19.3K shares-3.01%2026-03-312026-04-24

HD HOME DEPOT INC5.0K shares-0.70%2026-03-312026-04-24

Sponsored

YUM YUM BRANDS INC10.5K shares0.00%2026-03-312026-04-24

NSC NORFOLK SOUTHN CORP5.4K shares0.04%2026-03-312026-04-24

DIA STATE STR SPDR DOW JONES IND3.3K shares0.00%2026-03-312026-04-24

DIS DISNEY WALT CO15.6K shares0.00%2026-03-312026-04-24

AMP AMERIPRISE FINL INC3.4K shares0.00%2026-03-312026-04-24

MKC MCCORMICK & CO INC27.4K shares0.00%2026-03-312026-04-24

NVDA NVIDIA CORPORATION7.6K shares-4.38%2026-03-312026-04-24

HON HONEYWELL INTL INC5.8K shares0.00%2026-03-312026-04-24

Sponsored

MA MASTERCARD INCORPORATED2.5K shares0.00%2026-03-312026-04-24

BMY BRISTOL-MYERS SQUIBB CO16.5K shares0.00%2026-03-312026-04-24

SRE SEMPRA10.2K shares0.00%2026-03-312026-04-24

KO COCA COLA CO12.8K shares0.00%2026-03-312026-04-24

KTOS KRATOS DEFENSE & SEC SOLUTIO13.2K shares0.00%2026-03-312026-04-24

NFLX NETFLIX INC.9.5K sharesnew addition2026-03-312026-04-24

GPC GENUINE PARTS CO8.6K shares-1.75%2026-03-312026-04-24

SCI SERVICE CORP INTL11.0K shares0.00%2026-03-312026-04-24

Sponsored

PGR PROGRESSIVE CORP4.0K shares0.00%2026-03-312026-04-24

TJX TJX COS INC NEW4.5K shares0.00%2026-03-312026-04-24

MSFT MICROSOFT CORP1.9K shares0.00%2026-03-312026-04-24

ALPHABET INC ALPHABET INC2.3K shares0.00%2026-03-312026-04-24

COP CONOCOPHILLIPS4.6K shares0.00%2026-03-312026-04-24

MDLZ MONDELEZ INTL INC10.4K shares0.00%2026-03-312026-04-24

PPLT ABRDN PLATINUM ETF TRUST3.1K shares0.00%2026-03-312026-04-24

ICE INTERCONTINENTAL EXCHANGE IN3.5K shares0.00%2026-03-312026-04-24

Sponsored

XOM EXXON MOBIL CORP3.2K shares0.00%2026-03-312026-04-24

WAT WATERS CORP1.8K sharesnew addition2026-03-312026-04-24

PNC PNC FINL SVCS GROUP INC2.5K shares0.00%2026-03-312026-04-24

ASML ASML HLDG NV376 shares0.00%2026-03-312026-04-24

IONQ IONQ INC17.2K shares36.45%2026-03-312026-04-24

TMO THERMO FISHER SCIENTIFIC INC1.0K shares0.00%2026-03-312026-04-24

UBER UBER TECHNOLOGIES INC6.7K shares0.00%2026-03-312026-04-24

PSX PHILLIPS 662.4K shares0.00%2026-03-312026-04-24

Sponsored

CBZ CBIZ INC16.0K shares0.00%2026-03-312026-04-24

APD AIR PRODUCTS AND CHEMICALS I1.5K shares0.00%2026-03-312026-04-24

FIS FIDELITY NATL INFORMATION SV8.9K shares0.00%2026-03-312026-04-24

AFL AFLAC INC3.8K shares0.00%2026-03-312026-04-24

AAPL APPLE INC1.6K shares0.00%2026-03-312026-04-24

LOW LOWES COS INC1.7K shares0.00%2026-03-312026-04-24

SHW SHERWIN WILLIAMS CO1.2K shares0.00%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR652 shares0.00%2026-03-312026-04-24

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC3.0K shares0.00%2026-03-312026-04-24

MO ALTRIA GROUP INC5.4K shares0.00%2026-03-312026-04-24

XENE XENON PHARMACEUTICALS INC6.0K shares0.00%2026-03-312026-04-24

ALB ALBEMARLE CORP1.9K shares0.00%2026-03-312026-04-24

IVV ISHARES TR505 shares0.00%2026-03-312026-04-24

ONON ON HLDG AG9.5K shares0.00%2026-03-312026-04-24

LHX L3HARRIS TECHNOLOGIES INC842 shares0.00%2026-03-312026-04-24

TXN TEXAS INSTRS INC1.5K shares0.00%2026-03-312026-04-24

Sponsored

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC12.0K shares0.00%2026-03-312026-04-24

RACE FERRARI N V812 shares0.00%2026-03-312026-04-24

ISRG INTUITIVE SURGICAL INC593 shares0.00%2026-03-312026-04-24

NVT NVENT ELEC PLC2.1K shares0.00%2026-03-312026-04-24

ALPHABET INC ALPHABET INC853 shares0.00%2026-03-312026-04-24

MEDTRONIC PLC MEDTRONIC PLC2.8K shares0.21%2026-03-312026-04-24

EA ELECTRONIC ARTS INC1.2K shares0.00%2026-03-312026-04-24

APH AMPHENOL CORP1.9K shares0.00%2026-03-312026-04-24

Sponsored

ULTA ULTA BEAUTY INC411 shares0.00%2026-03-312026-04-24

AMZN AMAZON COM INC1.0K shares0.00%2026-03-312026-04-24

SJM SMUCKER J M CO2.1K shares0.00%2026-03-312026-04-24

DVY ISHARES TR1.4K sharesnew addition2026-03-312026-04-24

MQ MARQETA INC34.0K shares0.00%2026-03-312026-04-24

ABBV

ABBVIE INC

0.01%

Shares111.3K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

-0.11%

Shares79.0K

Event2026-03-31

Filed2026-04-24

VISA INC

0.00%

Shares54.0K

Event2026-03-31

Filed2026-04-24

ABT

ABBOTT LABORATORIES

-0.03%

Shares108.7K

Event2026-03-31

Filed2026-04-24

LOEWS CORP

0.00%

Shares102.8K

Event2026-03-31

Filed2026-04-24

AXP

AMERICAN EXPRESS CO

-1.32%

Shares31.4K

Event2026-03-31

Filed2026-04-24

ACCENTURE PLC IRELAND

-0.46%

Shares43.7K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

-0.24%

Shares48.0K

Event2026-03-31

Filed2026-04-24

SYK

STRYKER CORPORATION

-0.73%

Shares21.4K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

0.07%

Shares53.4K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

-0.56%

Shares20.1K

Event2026-03-31

Filed2026-04-24

UNP

UNION PAC CORP

-0.24%

Shares22.4K

Event2026-03-31

Filed2026-04-24

BAC

BANK AMERICA CORP

-0.03%

Shares108.6K

Event2026-03-31

Filed2026-04-24

TRANE TECHNOLOGIES PLC

-2.95%

Shares12.2K

Event2026-03-31

Filed2026-04-24

ADP

AUTOMATIC DATA PROCESSING IN

13.45%

Shares22.9K

Event2026-03-31

Filed2026-04-24

CARR

CARRIER GLOBAL CORPORATION

-17.12%

Shares82.7K

Event2026-03-31

Filed2026-04-24

AMGN

AMGEN INC

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-24

CNI

CANADIAN NATL RY CO

-0.27%

Shares43.3K

Event2026-03-31

Filed2026-04-24

PAYX

PAYCHEX INC

-0.27%

Shares48.0K

Event2026-03-31

Filed2026-04-24

INTU

INTUIT

16.60%

Shares9.8K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

0.00%

Shares13.1K

Event2026-03-31

Filed2026-04-24

CHUBB LTD SWITZ

0.31%

Shares11.9K

Event2026-03-31

Filed2026-04-24

EFX

EQUIFAX INC

0.00%

Shares20.1K

Event2026-03-31

Filed2026-04-24

FISERV INC

-6.86%

Shares62.9K

Event2026-03-31

Filed2026-04-24

NOC

NORTHROP GRUMMAN CORP

0.02%

Shares4.7K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-2.18%

Shares10.5K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

-2.22%

Shares15.5K

Event2026-03-31

Filed2026-04-24

ITW

ILLINOIS TOOL WKS INC

0.25%

Shares10.3K

Event2026-03-31

Filed2026-04-24

PHILIP MORRIS INTL INC

-0.11%

Shares16.0K

Event2026-03-31

Filed2026-04-24

GNRC

GENERAC HLDGS INC

0.00%

Shares12.7K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

-1.15%

Shares2.4K

Event2026-03-31

Filed2026-04-24

KDP

KEURIG DR PEPPER INC

0.01%

Shares90.2K

Event2026-03-31

Filed2026-04-24

BDX

BECTON DICKINSON & CO

0.45%

Shares13.5K

Event2026-03-31

Filed2026-04-24

OTIS

OTIS WORLDWIDE CORP

-0.81%

Shares27.0K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

0.01%

Shares10.1K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

-11.32%

Shares6.6K

Event2026-03-31

Filed2026-04-24

PKG

PACKAGING CORP AMER

-0.10%

Shares9.4K

Event2026-03-31

Filed2026-04-24

MICRON TECHNOLOGY INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-24

COLGATE PALMOLIVE CO

-3.01%

Shares19.3K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

-0.70%

Shares5.0K

Event2026-03-31

Filed2026-04-24

YUM

YUM BRANDS INC

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-24

NSC

NORFOLK SOUTHN CORP

0.04%

Shares5.4K

Event2026-03-31

Filed2026-04-24

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-24

DIS

DISNEY WALT CO

0.00%

Shares15.6K

Event2026-03-31

Filed2026-04-24

AMP

AMERIPRISE FINL INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-24

MKC

MCCORMICK & CO INC

0.00%

Shares27.4K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-4.38%

Shares7.6K

Event2026-03-31

Filed2026-04-24

HON

HONEYWELL INTL INC

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-24

MASTERCARD INCORPORATED

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-24

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares16.5K

Event2026-03-31

Filed2026-04-24

SRE

SEMPRA

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

0.00%

Shares12.8K

Event2026-03-31

Filed2026-04-24

KTOS

KRATOS DEFENSE & SEC SOLUTIO

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-24

NFLX

NETFLIX INC.

New

Shares9.5K

Event2026-03-31

Filed2026-04-24

GPC

GENUINE PARTS CO

-1.75%

Shares8.6K

Event2026-03-31

Filed2026-04-24

SCI

SERVICE CORP INTL

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-24

PGR

PROGRESSIVE CORP

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-24

TJX

TJX COS INC NEW

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-24

COP

CONOCOPHILLIPS

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-24

MDLZ

MONDELEZ INTL INC

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-24

PPLT

ABRDN PLATINUM ETF TRUST

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-24

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-24

WAT

WATERS CORP

New

Shares1.8K

Event2026-03-31

Filed2026-04-24

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-24

ASML

ASML HLDG NV

0.00%

Shares376

Event2026-03-31

Filed2026-04-24

IONQ

IONQ INC

36.45%

Shares17.2K

Event2026-03-31

Filed2026-04-24

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-24

UBER

UBER TECHNOLOGIES INC

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-24

PSX

PHILLIPS 66

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-24

CBZ

CBIZ INC

0.00%

Shares16.0K

Event2026-03-31

Filed2026-04-24

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-24

FIS

FIDELITY NATL INFORMATION SV

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-24

AFL

AFLAC INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-24

LOW

LOWES COS INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-24

SHW

SHERWIN WILLIAMS CO

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

0.00%

Shares652

Event2026-03-31

Filed2026-04-24

ARISTA NETWORKS INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-24

ALTRIA GROUP INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-24

XENE

XENON PHARMACEUTICALS INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-24

ALB

ALBEMARLE CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

0.00%

Shares505

Event2026-03-31

Filed2026-04-24

ONON

ON HLDG AG

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-24

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares842

Event2026-03-31

Filed2026-04-24

TXN

TEXAS INSTRS INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-24

SIRIUSXM HOLDINGS INC

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-24

RACE

FERRARI N V

0.00%

Shares812

Event2026-03-31

Filed2026-04-24

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares593

Event2026-03-31

Filed2026-04-24

NVT

NVENT ELEC PLC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

0.00%

Shares853

Event2026-03-31

Filed2026-04-24

MEDTRONIC PLC

0.21%

Shares2.8K

Event2026-03-31

Filed2026-04-24

ELECTRONIC ARTS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-24

APH

AMPHENOL CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-24

ULTA

ULTA BEAUTY INC

0.00%

Shares411

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-24

SJM

SMUCKER J M CO

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-24

DVY

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-04-24

MARQETA INC

0.00%

Shares34.0K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available