LETSON INVESTMENT MANAGEMENT, INC.: 13F holdings
CIK 20780692026Q2
| Positions | 104 |
|---|
| Reported value | $272.5m |
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| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 104 (+3 vs prior quarter) |
|---|
| Reported value | $272.5m (+4.7%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ABBV ABBVIE INC | 110,947 | $27.9m | 10.2% |
| JNJ JOHNSON & JOHNSON | 78,837 | $20.0m | 7.3% |
| V VISA INC | 53,983 | $18.5m | 6.8% |
| L LOEWS CORP | 102,899 | $11.6m | 4.3% |
| AXP AMERICAN EXPRESS CO | 31,240 | $10.6m | 3.9% |
| ABT ABBOTT LABORATORIES | 108,640 | $9.9m | 3.6% |
| SYK STRYKER CORPORATION | 21,263 | $6.7m | 2.5% |
| MRK MERCK & CO INC | 51,824 | $6.7m | 2.4% |
| PEP PEPSICO INC | 48,110 | $6.5m | 2.4% |
| BAC BANK OF AMER CORP | 107,967 | $6.2m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2078069")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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