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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 2025-06-30, filed 2025-08-14, with 93 holding rows worth $253,251,785.

Accession
0002078069-25-000007
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 Q2 2025

A holdings report, 93 entries on the cover page, a total value of $253,251,785 stated on the cover page (in dollars after the unit check, H1), rows summing to $253,251,785 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.00287Y109COM111,005$20,604,660dollars as filed
Visa Inc92826C839COM54,033$19,184,558dollars as filed
Abbott Laboratories002824100COM108,731$14,788,562dollars as filed
Accenture Plc Class AG1151C101COM41,706$12,465,434dollars as filed
Johnson & Johnson478160104COM78,820$12,039,797dollars as filed
American Express Company025816109COM31,835$10,154,728dollars as filed
Stryker Corporation863667101COM21,558$8,528,992dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock105,363$7,711,486dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock16,732$7,318,744dollars as filed
PAYCHEX INC704326107COM48,489$7,053,152dollars as filed
Intuit Inc.461202103COM8,428$6,637,830dollars as filed
PepsiCo,Inc.713448108COM48,594$6,416,292dollars as filed
Automatic Data Processing,Inc.053015103COM20,189$6,226,153dollars as filed
McDonalds Corporation580135101COM20,133$5,882,133dollars as filed
EQUIFAX INC COM294429105Stock20,063$5,203,740dollars as filed
Bank of America Corp060505104COM107,520$5,087,834dollars as filed
Union Pacific Corporation907818108COM21,214$4,880,842dollars as filed
CANADIANNATLRYCOF136375102STOK43,976$4,575,273dollars as filed
VTI922908769COM13,125$3,989,081dollars as filed
Merck & Co.,Inc.58933Y105COM49,063$3,883,820dollars as filed
Amgen Inc.031162100COM13,001$3,630,009dollars as filed
Chubb LimitedH1467J104COM11,716$3,394,336dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 17,159$3,154,613dollars as filed
JPMorgan Chase & Co46625H100COM10,856$3,147,140dollars as filed
KEURIG DR PEPPER INC COM49271V100Stock90,511$2,992,280dollars as filed
Philip Morris International Inc.718172109COM16,021$2,917,905dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock27,164$2,689,758dollars as filed
ILLINOIS TOOL WKS INC452308109COM10,037$2,481,553dollars as filed
GENERAC HLDGS INC368736104COM17,179$2,460,205dollars as filed
BECTON DICKINSON & CO075887109COM13,739$2,366,543dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock4,653$2,326,615dollars as filed
Costco Wholesale Corporation22160K105COM2,345$2,321,220dollars as filed
Raytheon Technologies Corporation75513E101COM15,841$2,313,043dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock27,445$2,080,880dollars as filed
Broadcom Inc.11135F101COM7,420$2,045,323dollars as filed
Walt Disney Co254687106COM15,623$1,937,408dollars as filed
Home Depot, Inc437076102COM5,182$1,899,748dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock19,928$1,811,455dollars as filed
AMERIPRISE FINL INC COM03076C106Stock3,381$1,804,541dollars as filed
PACKAGING CORP AMER COM695156109Stock9,439$1,778,705dollars as filed
YUM BRANDS INC COM988498101Stock10,460$1,549,963dollars as filed
Chevron Corporation166764100COM10,053$1,439,450dollars as filed
NVIDIA Corp67066G104COM8,871$1,401,529dollars as filed
MasterCard, Inc57636Q104COM2,482$1,394,948dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock5,415$1,386,099dollars as filed
Honeywell Technologies438516106COM5,834$1,358,622dollars as filed
Progressive Corporation743315103COM4,000$1,067,440dollars as filed
GENUINE PARTS CO COM372460105Stock8,788$1,066,072dollars as filed
Microsoft Corp594918104COM1,883$936,623dollars as filed
Coca-Cola Company191216100COM12,793$905,105dollars as filed
SERVICE CORP INTL COM817565104Stock10,229$832,641dollars as filed
SEMPRA COM816851109Stock10,200$772,854dollars as filed
Bristol-Myers Squibb Company110122108COM16,493$763,461dollars as filed
Mondelez International,Inc. Class A609207105COM10,878$733,612dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock8,950$728,620dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS12,688$723,343dollars as filed
Micron Technology,Inc.595112103COM5,300$653,225dollars as filed
Intercontinental Exchange,Inc.45866F104COM3,539$649,300dollars as filed
Uber Technologies90353T100COM6,665$621,845dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW13,170$611,747dollars as filed
TJX Companies Inc872540109COM4,489$554,347dollars as filed
IONQ INC COM46222L108Stock12,300$528,531dollars as filed
PELOTON INTERACTIVE INC70614W100CL A COM70,148$486,827dollars as filed
Pfizer Inc.717081103COM20,000$484,800dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock2,485$463,254dollars as filed
CENTRUS ENERGY CORP15643U104CL A2,499$457,767dollars as filed
AIR PRODS & CHEMS INC009158106COM1,476$416,321dollars as filed
SHERWIN WILLIAMS CO824348106COM1,211$415,809dollars as filed
ConocoPhillips20825C104COM4,603$413,073dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,293$406,728dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,002$406,271dollars as filed
AFLAC INC COM001055102Stock3,788$399,482dollars as filed
FERRARI N VN3167Y103COM812$398,481dollars as filed
ABRDN PLATINUM ETF TRUST003260106PHYSCL PLATM SHS3,100$380,897dollars as filed
Lowes Companies,Inc.548661107COM1,708$378,954dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS583$361,985dollars as filed
EXXON MOBIL CORP30231G102COM3,231$348,302dollars as filed
INVESCO QQQ TR46090E103COM602$332,087dollars as filed
Intuitive Surgical,Inc.46120E602COM593$322,242dollars as filed
Altria Group Inc02209S103COM5,440$318,947dollars as filed
ARISTA NETWORKS INC040413205COM3,000$306,930dollars as filed
Texas Instruments Incorporated882508104COM1,465$304,163dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK376$301,323dollars as filed
PHILLIPS 66 COM718546104Stock2,429$289,780dollars as filed
Apple Inc037833100COM1,232$252,769dollars as filed
Medtronic PlcG5960L103COM2,813$245,193dollars as filed
Oracle Corporation68389X105COM1,107$242,023dollars as filed
MAKEMYTRIP LIMITED MAURITIUS SHSV5633W109Stock2,270$222,505dollars as filed
TOASTINCCLASSCLASSA888787108STOK4,770$211,263dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock842$211,207dollars as filed
SMUCKER J M CO832696405COM NEW2,120$208,184dollars as filed
RAYMOND JAMES FINL INC COM754730109Stock1,305$200,148dollars as filed
MARQETA INC57142B104CLASS A COM34,014$198,302dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002078069-25-000007this filing2025-08-14acceptance time not in the bulk data set