Letson Investment Management
Letson Investment Management reported 104 stocks worth $273M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are ABBV (10.2%), JNJ (7.3%) and V (6.8%). Compared with Q1 2026, the fund opened new positions in NOW, HON and HONA, added to L, PEP and UNP, trimmed ABBV, JNJ and AXP and sold out of ONON, RACE and ISRG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ABBV Abbvie Inc | $27.9M | 10.2% | 111K | −361 (−0%) | 8 of 8 | |
| 2 |  JNJ Johnson & Johnson | $20M | 7.3% | 79K | −140 (−0%) | 8 of 8 | |
| 3 |  V Visa Inc | $18.5M | 6.8% | 54K | No change | 8 of 8 | |
| 4 |  L Loews Corp | $11.6M | 4.3% | 103K | +131 (+0%) | 4 of 8 | |
| 5 |  AXP American Express Co | $10.6M | 3.9% | 31K | −202 (−1%) | 8 of 8 | |
| 6 |  ABT Abbott Labs | $9.9M | 3.6% | 109K | No change | 8 of 8 | |
| 7 |  SYK Stryker Corporation | $6.7M | 2.5% | 21K | −100 (−0%) | 8 of 8 | |
| 8 |  MRK Merck & Co Inc | $6.7M | 2.4% | 52K | −1,574 (−3%) | 8 of 8 | |
| 9 |  PEP Pepsico Inc | $6.5M | 2.4% | 48K | +97 (+0%) | 8 of 8 | |
| 10 |  BAC Bank of America Corp | $6.2M | 2.3% | 108K | −590 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Letson Investment Management 13F FAQ
What does Letson Investment Management own?
Letson Investment Management reported 104 stocks worth $273M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are ABBV (10.2%), JNJ (7.3%) and V (6.8%). The table above lists every position in the filing (the top 10 without an account).
What did Letson Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 11 added to, 19 trimmed and 5 sold out. New positions include NOW, HON and HONA. It sold all of ONON, RACE and ISRG.
When will Letson Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Letson Investment Management's portfolio worth?
The Q2 2026 filing reports $273M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.