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

Currently, LETSON INVESTMENT MANAGEMENT, INC. holds 99 types of securities in its portfolio with a total value $278.7M. In the most recent quarter, they have increased their positions in L (+102.8K shares, valued at $10.3M), FI (+73.2K shares, valued at $9.4M), CBZ (+16.0K shares, valued at $848.4K); decreased their positions in TT (-4.1K shares, valued at $1.7M), DIA (-639 shares, valued at $296.3K), BDX (-286 shares, valued at $53.5K); initiated new positions in L (+102.8K shares, valued at $10.3M), FI (+73.2K shares, valued at $9.4M), CBZ (+16.0K shares, valued at $848.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ABBV ABBVIE INC111.3K shares0.29%2025-09-302025-10-22

V VISA INC54.0K shares-0.03%2025-09-302025-10-22

JNJ JOHNSON & JOHNSON79.1K shares0.30%2025-09-302025-10-22

ABT ABBOTT LABS108.7K shares0.01%2025-09-302025-10-22

ACN ACCENTURE PLC IRELAND44.2K shares5.96%2025-09-302025-10-22

AXP AMERICAN EXPRESS CO32.0K shares0.52%2025-09-302025-10-22

L LOEWS CORP102.8K sharesnew addition2025-09-302025-10-22

FI FISERV INC73.2K sharesnew addition2025-09-302025-10-22

Sponsored

SYK STRYKER CORPORATION21.5K shares-0.18%2025-09-302025-10-22

PEP PEPSICO INC48.6K shares0.08%2025-09-302025-10-22

CARR CARRIER GLOBAL CORPORATION106.1K shares0.72%2025-09-302025-10-22

PAYX PAYCHEX INC48.4K shares-0.16%2025-09-302025-10-22

MCD MCDONALDS CORP20.1K shares0.01%2025-09-302025-10-22

ADP AUTOMATIC DATA PROCESSING IN20.2K shares0.01%2025-09-302025-10-22

INTU INTUIT8.4K shares-0.25%2025-09-302025-10-22

BAC BANK AMERICA CORP108.6K shares1.00%2025-09-302025-10-22

Sponsored

TT TRANE TECHNOLOGIES PLC12.6K shares-24.41%2025-09-302025-10-22

UNP UNION PAC CORP22.3K shares5.33%2025-09-302025-10-22

EFX EQUIFAX INC20.1K shares0.00%2025-09-302025-10-22

MRK MERCK & CO INC53.4K shares8.74%2025-09-302025-10-22

VTI VANGUARD INDEX FDS13.1K shares0.00%2025-09-302025-10-22

CNI CANADIAN NATL RY CO43.9K shares-0.24%2025-09-302025-10-22

AMGN AMGEN INC13.0K shares0.00%2025-09-302025-10-22

JPM JPMORGAN CHASE & CO.10.8K shares-0.59%2025-09-302025-10-22

Sponsored

CB CHUBB LIMITED11.9K shares1.40%2025-09-302025-10-22

DIA SPDR DOW JONES INDL AVERAGE6.5K shares-8.93%2025-09-302025-10-22

GNRC GENERAC HLDGS INC17.7K shares2.77%2025-09-302025-10-22

NOC NORTHROP GRUMMAN CORP4.7K shares0.00%2025-09-302025-10-22

ITW ILLINOIS TOOL WKS INC10.3K shares2.40%2025-09-302025-10-22

RTX RTX CORPORATION15.8K shares-0.18%2025-09-302025-10-22

OTIS OTIS WORLDWIDE CORP28.4K shares4.67%2025-09-302025-10-22

PM PHILIP MORRIS INTL INC16.0K shares0.00%2025-09-302025-10-22

Sponsored

BDX BECTON DICKINSON & CO13.5K shares-2.08%2025-09-302025-10-22

AVGO BROADCOM INC7.4K shares0.00%2025-09-302025-10-22

KDP KEURIG DR PEPPER INC91.7K shares1.32%2025-09-302025-10-22

COST COSTCO WHSL CORP NEW2.4K shares3.58%2025-09-302025-10-22

HD HOME DEPOT INC5.2K shares-0.41%2025-09-302025-10-22

PKG PACKAGING CORP AMER9.4K shares0.04%2025-09-302025-10-22

MKC MCCORMICK & CO INC27.4K shares0.00%2025-09-302025-10-22

DIS DISNEY WALT CO15.6K shares0.00%2025-09-302025-10-22

Sponsored

AMP AMERIPRISE FINL INC3.4K shares0.00%2025-09-302025-10-22

NVDA NVIDIA CORPORATION8.8K shares-1.29%2025-09-302025-10-22

NSC NORFOLK SOUTHN CORP5.4K shares0.04%2025-09-302025-10-22

CL COLGATE PALMOLIVE CO19.9K shares0.00%2025-09-302025-10-22

YUM YUM BRANDS INC10.5K shares0.00%2025-09-302025-10-22

CVX CHEVRON CORP NEW10.1K shares0.00%2025-09-302025-10-22

MA MASTERCARD INCORPORATED2.5K shares0.04%2025-09-302025-10-22

HON HONEYWELL INTL INC5.8K shares0.00%2025-09-302025-10-22

Sponsored

GPC GENUINE PARTS CO8.8K shares0.00%2025-09-302025-10-22

KTOS KRATOS DEFENSE & SEC SOLUTIO13.2K shares0.00%2025-09-302025-10-22

PGR PROGRESSIVE CORP4.0K shares0.00%2025-09-302025-10-22

MSFT MICROSOFT CORP1.9K shares0.00%2025-09-302025-10-22

SRE SEMPRA10.2K shares0.00%2025-09-302025-10-22

SCI SERVICE CORP INTL11.0K shares7.51%2025-09-302025-10-22

MU MICRON TECHNOLOGY INC5.3K shares0.00%2025-09-302025-10-22

KO COCA COLA CO12.8K shares0.00%2025-09-302025-10-22

Sponsored

CBZ CBIZ INC16.0K sharesnew addition2025-09-302025-10-22

IONQ IONQ INC12.3K shares0.00%2025-09-302025-10-22

BMY BRISTOL-MYERS SQUIBB CO16.5K shares0.00%2025-09-302025-10-22

UBER UBER TECHNOLOGIES INC6.7K shares0.00%2025-09-302025-10-22

MDLZ MONDELEZ INTL INC10.4K shares-4.20%2025-09-302025-10-22

TJX TJX COS INC NEW4.5K shares0.00%2025-09-302025-10-22

FIS FIDELITY NATL INFORMATION SV8.9K shares0.00%2025-09-302025-10-22

ICE INTERCONTINENTAL EXCHANGE IN3.5K shares-1.10%2025-09-302025-10-22

Sponsored

GOOG ALPHABET INC2.3K shares0.00%2025-09-302025-10-22

SIRI SIRIUSXM HOLDINGS INC23.9K sharesnew addition2025-09-302025-10-22

PNC PNC FINL SVCS GROUP INC2.5K shares0.00%2025-09-302025-10-22

TMO THERMO FISHER SCIENTIFIC INC1.0K shares0.00%2025-09-302025-10-22

PPLT ABRDN PLATINUM ETF TRUST3.1K shares0.00%2025-09-302025-10-22

ANET ARISTA NETWORKS INC3.0K shares0.00%2025-09-302025-10-22

COP CONOCOPHILLIPS4.6K shares0.00%2025-09-302025-10-22

LOW LOWES COS INC1.7K shares0.00%2025-09-302025-10-22

Sponsored

AFL AFLAC INC3.8K shares0.00%2025-09-302025-10-22

SHW SHERWIN WILLIAMS CO1.2K shares0.00%2025-09-302025-10-22

AAPL APPLE INC1.6K shares30.84%2025-09-302025-10-22

APD AIR PRODS & CHEMS INC1.5K shares0.00%2025-09-302025-10-22

RACE FERRARI N V812 shares0.00%2025-09-302025-10-22

QQQ INVESCO QQQ TR652 shares8.31%2025-09-302025-10-22

IVV ISHARES TR583 shares0.00%2025-09-302025-10-22

XOM EXXON MOBIL CORP3.2K shares0.00%2025-09-302025-10-22

Sponsored

ASML ASML HOLDING N V376 shares0.00%2025-09-302025-10-22

MO ALTRIA GROUP INC5.4K shares0.00%2025-09-302025-10-22

PSX PHILLIPS 662.4K shares0.00%2025-09-302025-10-22

ORCL ORACLE CORP1.1K shares0.00%2025-09-302025-10-22

TXN TEXAS INSTRS INC1.5K shares0.00%2025-09-302025-10-22

MDT MEDTRONIC PLC2.8K shares0.21%2025-09-302025-10-22

ISRG INTUITIVE SURGICAL INC593 shares0.00%2025-09-302025-10-22

LHX L3HARRIS TECHNOLOGIES INC842 shares0.00%2025-09-302025-10-22

Sponsored

EA ELECTRONIC ARTS INC1.2K sharesnew addition2025-09-302025-10-22

APH AMPHENOL CORP NEW1.9K sharesnew addition2025-09-302025-10-22

SJM SMUCKER J M CO2.1K shares0.00%2025-09-302025-10-22

RJF RAYMOND JAMES FINL INC1.3K shares0.00%2025-09-302025-10-22

ULTA ULTA BEAUTY INC411 sharesnew addition2025-09-302025-10-22

AMZN AMAZON COM INC1.0K sharesnew addition2025-09-302025-10-22

MMYT MAKEMYTRIP LIMITED MAURITIUS2.3K shares0.00%2025-09-302025-10-22

NVT NVENT ELECTRIC PLC2.1K sharesnew addition2025-09-302025-10-22

Sponsored

GOOGL ALPHABET INC853 sharesnew addition2025-09-302025-10-22

XLK SELECT SECTOR SPDR TR724 sharesnew addition2025-09-302025-10-22

MQ MARQETA INC34.0K shares0.00%2025-09-302025-10-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available