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| Happy Holidays!! thanks for using AUM13F!! |
| Letson Investment Management Inc
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| CRD # | 125830 |
| SEC # | 801-130106 |
| CIK # | 0002078069 |
| AUM | $290.5 M (2025-02-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 404-237-7794 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 20.6 | ||
| VISA Inc | 19.2 | ||
| Abbott Laboratories | 14.8 | ||
| Accenture PLC | 12.5 | ||
| Johnson & Johnson | 12.0 | ||
| American Express Co | 10.2 | ||
| Stryker Corp | 8.5 | ||
| Carrier Global Corp | 7.7 | ||
| Ingersoll-Rand PLC | 7.3 | ||
| Paychex Inc | 7.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 4.3 |
| (b) Individuals (high net worth individuals) | 78 | 286.2 |
| (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 | 99 | 290.5 |
| By Discretionary | ||
| Discretionary | 99 | 290.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 99 | 290.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 290.5 | |
| Total | 99 | 290.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002078069] |
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|---|---|---|
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OH | 0.3 |
|
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