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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 2025-09-30, filed 2025-10-22, with 99 holding rows worth $278,741,798.

Accession
0002078069-25-000009
Filer
CIK 2078069
Filed
2025-10-22
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 99 entries on the cover page, a total value of $278,741,798 stated on the cover page (in dollars after the unit check, H1), rows summing to $278,741,798 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.00287Y109COM111,329$25,777,134dollars as filed
Visa Inc92826C839COM54,018$18,440,813dollars as filed
Johnson & Johnson478160104COM79,060$14,659,316dollars as filed
Abbott Laboratories002824100COM108,737$14,564,254dollars as filed
Accenture Plc Class AG1151C101COM44,193$10,898,009dollars as filed
American Express Company025816109COM31,999$10,628,652dollars as filed
LOEWS CORP COM540424108Stock102,768$10,316,880dollars as filed
FISERV INC337738108COM73,166$9,433,292dollars as filed
Stryker Corporation863667101COM21,520$7,955,298dollars as filed
PepsiCo,Inc.713448108COM48,631$6,829,689dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock106,118$6,335,271dollars as filed
PAYCHEX INC704326107COM48,409$6,136,304dollars as filed
McDonalds Corporation580135101COM20,135$6,118,771dollars as filed
Automatic Data Processing,Inc.053015103COM20,192$5,926,250dollars as filed
Intuit Inc.461202103COM8,407$5,741,026dollars as filed
Bank of America Corp060505104COM108,593$5,602,333dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock12,647$5,336,528dollars as filed
Union Pacific Corporation907818108COM22,345$5,281,586dollars as filed
EQUIFAX INC COM294429105Stock20,063$5,146,761dollars as filed
Merck & Co.,Inc.58933Y105COM53,350$4,477,704dollars as filed
VTI922908769COM13,125$4,307,231dollars as filed
CANADIANNATLRYCOF136375102STOK43,870$4,136,974dollars as filed
Amgen Inc.031162100COM13,001$3,668,882dollars as filed
JPMorgan Chase & Co46625H100COM10,792$3,403,982dollars as filed
Chubb LimitedH1467J104COM11,880$3,353,026dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 16,520$3,023,585dollars as filed
GENERAC HLDGS INC368736104COM17,654$2,955,280dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock4,653$2,835,443dollars as filed
ILLINOIS TOOL WKS INC452308109COM10,278$2,680,119dollars as filed
Raytheon Technologies Corporation75513E101COM15,813$2,646,071dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock28,433$2,599,671dollars as filed
Philip Morris International Inc.718172109COM16,021$2,598,606dollars as filed
BECTON DICKINSON & CO075887109COM13,453$2,517,998dollars as filed
Broadcom Inc.11135F101COM7,420$2,447,932dollars as filed
KEURIG DR PEPPER INC COM49271V100Stock91,703$2,339,338dollars as filed
Costco Wholesale Corporation22160K105COM2,429$2,248,311dollars as filed
Home Depot, Inc437076102COM5,161$2,091,350dollars as filed
PACKAGING CORP AMER COM695156109Stock9,443$2,057,967dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock27,445$1,836,345dollars as filed
Walt Disney Co254687106COM15,623$1,788,834dollars as filed
AMERIPRISE FINL INC COM03076C106Stock3,381$1,660,916dollars as filed
NVIDIA Corp67066G104COM8,757$1,633,881dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock5,417$1,627,234dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock19,928$1,593,044dollars as filed
YUM BRANDS INC COM988498101Stock10,460$1,589,920dollars as filed
Chevron Corporation166764100COM10,053$1,561,132dollars as filed
MasterCard, Inc57636Q104COM2,483$1,412,194dollars as filed
Honeywell Technologies438516106COM5,834$1,228,057dollars as filed
GENUINE PARTS CO COM372460105Stock8,788$1,218,017dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW13,170$1,203,343dollars as filed
Progressive Corporation743315103COM4,000$987,800dollars as filed
Microsoft Corp594918104COM1,883$975,300dollars as filed
SEMPRA COM816851109Stock10,200$917,796dollars as filed
SERVICE CORP INTL COM817565104Stock10,997$915,170dollars as filed
Micron Technology,Inc.595112103COM5,300$886,796dollars as filed
Coca-Cola Company191216100COM12,793$848,432dollars as filed
CBIZ INC124805102COM16,020$848,419dollars as filed
IONQ INC COM46222L108Stock12,300$756,450dollars as filed
Bristol-Myers Squibb Company110122108COM16,493$743,834dollars as filed
Uber Technologies90353T100COM6,665$652,970dollars as filed
Mondelez International,Inc. Class A609207105COM10,421$651,000dollars as filed
TJX Companies Inc872540109COM4,489$648,840dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock8,950$590,163dollars as filed
Intercontinental Exchange,Inc.45866F104COM3,500$589,680dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,293$558,564dollars as filed
SIRIUSXM HOLDINGS INC829933100COMMON STOCK23,870$555,574dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock2,485$499,311dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,002$485,990dollars as filed
ABRDN PLATINUM ETF TRUST003260106PHYSCL PLATM SHS3,100$442,928dollars as filed
ARISTA NETWORKS INC040413205COM3,000$437,130dollars as filed
ConocoPhillips20825C104COM4,603$435,398dollars as filed
Lowes Companies,Inc.548661107COM1,708$429,237dollars as filed
AFLAC INC COM001055102Stock3,788$423,120dollars as filed
SHERWIN WILLIAMS CO824348106COM1,211$419,321dollars as filed
Apple Inc037833100COM1,612$410,464dollars as filed
AIR PRODS & CHEMS INC009158106COM1,476$402,535dollars as filed
FERRARI N VN3167Y103COM812$393,999dollars as filed
INVESCO QQQ TR46090E103COM652$391,472dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS583$390,202dollars as filed
EXXON MOBIL CORP30231G102COM3,231$364,295dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK376$364,002dollars as filed
Altria Group Inc02209S103COM5,440$359,366dollars as filed
PHILLIPS 66 COM718546104Stock2,429$330,393dollars as filed
Oracle Corporation68389X105COM1,107$311,333dollars as filed
Texas Instruments Incorporated882508104COM1,465$269,164dollars as filed
Medtronic PlcG5960L103COM2,819$268,451dollars as filed
Intuitive Surgical,Inc.46120E602COM593$265,207dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock842$257,155dollars as filed
ELECTRONIC ARTS INC COM285512109Stock1,200$242,040dollars as filed
AMPHENOL CORP NEW032095101COM1,929$238,714dollars as filed
SMUCKER J M CO832696405COM NEW2,120$230,232dollars as filed
RAYMOND JAMES FINL INC COM754730109Stock1,305$225,243dollars as filed
ULTA BEAUTY INC COM90384S303Stock411$224,714dollars as filed
Amazon.com, Inc023135106COM1,003$220,229dollars as filed
MAKEMYTRIP LIMITED MAURITIUS SHSV5633W109Stock2,270$212,472dollars as filed
NVENT ELEC PLC SHSG6700G107Stock2,122$209,314dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM853$207,364dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS724$204,067dollars as filed
MARQETA INC57142B104CLASS A COM34,014$179,594dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002078069-25-000009this filing2025-10-22acceptance time not in the bulk data set