LETSON INVESTMENT MANAGEMENT, INC.
•CIK: 2078069•Filing: Q4 2025
**LETSON INVESTMENT MANAGEMENT, INC.** manages $273M across a diversified portfolio of 101 holdings. The strategy exhibits significant concentration in established healthcare and financial sectors, evidenced by top positions including ABBV at $25.4M and V at $18.9M. Key allocations further target defensive growth, with JNJ ($16.4M), ABT ($13.6M), and AXP ($11.8M) rounding out the core exposure. This structure suggests a focus on stable, large-cap names within defensive industry verticals.
Total AUM
$272.7M
QoQ Performance
-2.2%
Positions
100
Top 10 Concentration
47.4%
Latest Filing
Q4 2025
Top Holdings Allocation
ABBV
V
JNJ
ABBV9.3%
V6.9%
JNJ6.0%
ABT5.0%
AXP4.3%
ACN4.3%
L4.0%
SYK2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other37.8%
Healthcare24.6%
Financial16.6%
Technology8.9%
Consumer4.1%
Industrial3.4%
Consumer Staples3.2%
Communication0.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑16 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025