Letson Investment Management, Inc.
Letson Investment Management, Inc. is an Atlanta, Georgia-based investment adviser and asset management firm founded in 2025. The firm provides portfolio management and investment advisory services, primarily to institutional and high-net-worth individual investors. With a small team of professionals, it is focused on disciplined and personalized investment solutions tailored to client needs.
Investment Strategy
Letson Investment Management, Inc. generally employs traditional long-only equity strategies, constructing diversified portfolios across multiple sectors with a focus on risk-adjusted returns. The firm emphasizes fundamental research and active portfolio management, selecting holdings based on valuation and quality metrics while maintaining a disciplined approach to asset allocation.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ABBV | ABBVIE INC | 9.25% | $25.8M | 111,329 | $155.65 | $231.54 | +$5.2M |
V V | VISA INC | 6.62% | $18.4M | 54,018 | $260.50 | $341.38 | -$743.7K |
J JNJ | JOHNSON & JOHNSON | 5.26% | $14.7M | 79,060 | $159.06 | $185.42 | +$2.6M |
A ABT | ABBOTT LABS | 5.22% | $14.6M | 108,737 | $110.11 | $133.94 | -$224.3K |
A ACN | ACCENTURE PLC IRELAND | 3.91% | $10.9M | 44,193 | $344.08 | $246.60 | -$1.6M |