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Disclosery

13F-HR filed by LETSON INVESTMENT MANAGEMENT, INC.

LETSON INVESTMENT MANAGEMENT, INC. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-08-14, with 88 holding rows worth $248,003,345.

Accession
0002078069-25-000006
Filer
CIK 2078069
Filed
2025-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 88 entries on the cover page, a total value of $248,003,345 stated on the cover page (in dollars after the unit check, H1), rows summing to $248,003,345 with VALUE read as dollars as filed, 13F file number 028-25738. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
AbbVie,Inc.00287Y109COM111,525$23,366,716dollars as filed
Visa Inc92826C839COM54,084$18,954,406dollars as filed
Abbott Laboratories002824100COM108,816$14,434,405dollars as filed
Johnson & Johnson478160104COM78,839$13,074,633dollars as filed
Accenture Plc Class AG1151C101COM41,309$12,890,111dollars as filed
American Express Company025816109COM31,847$8,568,435dollars as filed
Stryker Corporation863667101COM21,558$8,024,966dollars as filed
PAYCHEX INC704326107COM48,483$7,479,984dollars as filed
PepsiCo,Inc.713448108COM48,924$7,335,687dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock105,357$6,679,603dollars as filed
McDonalds Corporation580135101COM20,130$6,288,113dollars as filed
Automatic Data Processing,Inc.053015103COM20,185$6,167,264dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock16,732$5,637,345dollars as filed
Intuit Inc.461202103COM8,427$5,174,376dollars as filed
Union Pacific Corporation907818108COM21,184$5,004,463dollars as filed
EQUIFAX INC COM294429105Stock20,063$4,886,544dollars as filed
Bank of America Corp060505104COM107,519$4,486,771dollars as filed
Merck & Co.,Inc.58933Y105COM48,647$4,366,534dollars as filed
CANADIANNATLRYCOF136375102STOK44,339$4,321,266dollars as filed
Amgen Inc.031162100COM13,001$4,050,462dollars as filed
VTI922908769COM13,125$3,607,275dollars as filed
Chubb LimitedH1467J104COM11,628$3,511,623dollars as filed
BECTON DICKINSON & CO075887109COM14,196$3,251,736dollars as filed
KEURIG DR PEPPER INC COM49271V100Stock90,501$3,096,941dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 17,159$3,005,921dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock27,127$2,799,474dollars as filed
JPMorgan Chase & Co46625H100COM10,852$2,661,981dollars as filed
Philip Morris International Inc.718172109COM16,021$2,543,013dollars as filed
ILLINOIS TOOL WKS INC452308109COM10,067$2,496,641dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock4,653$2,382,574dollars as filed
Chevron Corporation166764100COM13,987$2,339,956dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock27,445$2,258,998dollars as filed
Costco Wholesale Corporation22160K105COM2,345$2,217,673dollars as filed
GENERAC HLDGS INC368736104COM17,294$2,190,285dollars as filed
Raytheon Technologies Corporation75513E101COM15,803$2,093,277dollars as filed
Home Depot, Inc437076102COM5,180$1,898,579dollars as filed
PACKAGING CORP AMER COM695156109Stock9,434$1,868,048dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock19,928$1,867,254dollars as filed
YUM BRANDS INC COM988498101Stock10,460$1,645,986dollars as filed
AMERIPRISE FINL INC COM03076C106Stock3,381$1,636,776dollars as filed
Walt Disney Co254687106COM15,623$1,541,990dollars as filed
MasterCard, Inc57636Q104COM2,482$1,360,460dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock5,413$1,282,114dollars as filed
Broadcom Inc.11135F101COM7,420$1,242,331dollars as filed
Honeywell Technologies438516106COM5,834$1,235,350dollars as filed
Progressive Corporation743315103COM4,000$1,132,040dollars as filed
GENUINE PARTS CO COM372460105Stock8,788$1,047,002dollars as filed
Bristol-Myers Squibb Company110122108COM16,493$1,005,908dollars as filed
NVIDIA Corp67066G104COM8,871$961,439dollars as filed
Coca-Cola Company191216100COM12,793$916,235dollars as filed
SERVICE CORP INTL COM817565104Stock10,229$820,366dollars as filed
Mondelez International,Inc. Class A609207105COM10,878$738,072dollars as filed
SEMPRA COM816851109Stock10,200$727,872dollars as filed
Microsoft Corp594918104COM1,883$706,859dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock8,950$668,386dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS12,688$644,931dollars as filed
Intercontinental Exchange,Inc.45866F104COM3,539$610,478dollars as filed
TJX Companies Inc872540109COM4,489$546,760dollars as filed
Pfizer Inc.717081103COM20,000$506,800dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,002$498,595dollars as filed
Uber Technologies90353T100COM6,665$485,612dollars as filed
ConocoPhillips20825C104COM4,603$483,407dollars as filed
Micron Technology,Inc.595112103COM5,300$460,517dollars as filed
PELOTON INTERACTIVE INC70614W100CL A COM70,148$443,335dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock2,485$436,788dollars as filed
AIR PRODS & CHEMS INC009158106COM1,476$435,302dollars as filed
SHERWIN WILLIAMS CO824348106COM1,211$422,869dollars as filed
AFLAC INC COM001055102Stock3,788$421,188dollars as filed
Lowes Companies,Inc.548661107COM1,708$398,357dollars as filed
EXXON MOBIL CORP30231G102COM3,231$384,263dollars as filed
Apple Inc037833100COM1,624$360,739dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,292$358,089dollars as filed
FERRARI N VN3167Y103COM812$347,439dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS583$327,588dollars as filed
Altria Group Inc02209S103COM5,440$326,509dollars as filed
PHILLIPS 66 COM718546104Stock2,429$299,933dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock1,419$297,011dollars as filed
Intuitive Surgical,Inc.46120E602COM593$293,695dollars as filed
ABRDN PLATINUM ETF TRUST003260106PHYSCL PLATM SHS3,100$283,247dollars as filed
INVESCO QQQ TR46090E103COM602$282,290dollars as filed
Texas Instruments Incorporated882508104COM1,465$263,261dollars as filed
SMUCKER J M CO832696405COM NEW2,120$251,029dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK376$249,149dollars as filed
ARISTA NETWORKS INC040413205COM3,000$232,440dollars as filed
MAKEMYTRIP LIMITED MAURITIUS SHSV5633W109Stock2,270$222,437dollars as filed
SENTINELONE INC81730H109CL A11,100$201,798dollars as filed
MARQETA INC57142B104CLASS A COM34,014$140,138dollars as filed
AES CORP COM00130H105Stock10,856$134,832dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002078069-25-000006this filing2025-08-14acceptance time not in the bulk data set