Letson Investment Management Inc

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Assets, Funds, Holdings

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Letson Investment Management Inc
CRD #125830
SEC #801-130106
CIK #0002078069
AUM 296.3 M (2026-03-19)
Employees 2 (100% Investors, 0% Brokers)
Phone404-237-7794
Address
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
3002401801206002005201220192027
Sector Form 13F Holdings Value ($M)
AbbVie Inc 24.2
Johnson & Johnson 19.3
Visa Inc 16.3
Abbott Laboratories 11.2
Loews Corp 11.0
American Express Co 9.5
Accenture PLC 8.7
PepsiCo Inc 7.5
Stryker Corp 7.0
Merck & Co Inc 6.4
View All
Holdings by Sector ($M)
3002401801206002024202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 29 6.9
(b) Individuals (high net worth individuals) 76 289.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 105 296.3
By Discretionary
Discretionary 105 296.3
Non-Discretionary 0 0.0
Total 105 296.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 296.3
Total 105 296.3
EDGAR Form CIK 2011 - 2026
13F-HR [0002078069]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesRetail
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