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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) |
|---|
| CIK | Period |
|---|---|
| 0002078069 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 20.6 | ||
| VISA Inc | 19.2 | ||
| Abbott Laboratories | 14.8 | ||
| Accenture PLC | 12.5 | ||
| Johnson & Johnson | 12.0 | ||
| American Express Co | 10.2 | ||
| Stryker Corp | 8.5 | ||
| Carrier Global Corp | 7.7 | ||
| Ingersoll-Rand PLC | 7.3 | ||
| Paychex Inc | 7.1 | ||
| Intuit Inc | 6.6 | ||
| PepsiCo Inc | 6.4 | ||
| Automatic Data Processing Inc | 6.2 | ||
| McDonalds Corp | 5.9 | ||
| Equifax Inc | 5.2 | ||
| Bank of America Corp /DE/ | 5.1 | ||
| Union Pacific Corp | 4.9 | ||
| Canadian National Railway Co | 4.6 | ||
| Merck & Co Inc | 3.9 | ||
| Amgen Inc | 3.6 | ||
| Ace Ltd | 3.4 | ||
| J P Morgan Chase & Co | 3.1 | ||
| Dr Pepper Snapple Group Inc | 3.0 | ||
| Philip Morris International Inc | 2.9 | ||
| Otis Worldwide Corp | 2.7 | ||
| Illinois Tool Works Inc | 2.5 | ||
| Generac Holdings Inc | 2.5 | ||
| Becton Dickinson & Co | 2.4 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mine & ARAO Wealth Creation and Management LLC
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|
CA | 0.3 |
|
BCP Advisors LLC
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|
FL | 0.3 |
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BBJS Financial Advisors LLC
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|
WA | 0.3 |
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Curry Webb Wealth Management LLC
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IN | 0.3 |
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Beacon Financial Advisors Ltd
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TX | 0.3 |
|
Schuchard Capital Management Inc
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|
0.3 | |
|
Maxwell Wealth Strategies Inc
✚
|
CA | 0.3 |
|
Coordinated Financial Planning Corp
✚
|
OH | 0.3 |
|
New Perspectives Inc
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|
MS | 0.3 |
|
Orser Capital Management LLC
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|
TX | 0.3 |