Institutional Fund
Letson Investment Management, Inc.
Atlanta, GACIK 207806910 filings on record
Portfolio Value
$260.27M
Q1 2026
Holdings
101
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-4.6%
from $272.72M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Abbvie Inc9.3%
- Johnson & Johnson7.4%
- Visa Inc6.3%
- Abbott Labs4.3%
- Loews Corp4.2%
- American Express Co3.7%
- Other64.9%
Portfolio Holdings
101 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Abbvie Inc | 111.3K | $24.21M | 9.3% | +15 | Added |
| 2 | Johnson & Johnson | 79.0K | $19.31M | 7.4% | −87 | Reduced |
| 3 | Visa Inc | 54.0K | $16.33M | 6.3% | +1 | Added |
| 4 | Abbott Labs | 108.7K | $11.16M | 4.3% | −38 | Reduced |
| 5 | Loews Corp | 102.8K | $10.97M | 4.2% | 0 | Held |
| 6 | American Express Co | 31.4K | $9.51M | 3.7% | −421 | Reduced |
| 7 | Accenture PLC Ireland | 43.7K | $8.66M | 3.3% | −204 | Reduced |
| 8 | Pepsico Inc | 48.0K | $7.46M | 2.9% | −115 | Reduced |
| 9 | Stryker Corporation | 21.4K | $7.02M | 2.7% | −157 | Reduced |
| 10 | Merck & Co Inc | 53.4K | $6.42M | 2.5% | +35 | Added |
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