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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.
Latest 13F Filing Activity
Letson Investment Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 99 equity positions with a total 13F market value of $279M. The fund increased holdings in Loews Corp., Fiserv Inc., Abbvie Inc. among other positions. Letson Investment Management, Inc. reduced exposure to Trane Technologies PLC, Accenture PLC Ireland, Carrier Global Corporation among others.
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 |
Industry Allocation
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