LETSON INVESTMENT MANAGEMENT, INC.

Q4 2024 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
12/31/2024
Date filed
8/14/2025
Form type
13F-HR
Num holdings
91
Total value ($000)
$247,415
Net value change ($000)
-7,191 (-2.8%)
New positions
1
Sold out positions
1
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
V 2,221 14.9%
AVGO 930 34.4%
AXP 815 9.4%
CB 519 19.9%
PTON 397 325.4%
ADP 320 5.7%
CPRI 316 NEW
JPM 305 13.3%
BAC 298 6.7%
PAYX 293 4.5%
Top Reduces (Value $000, Stocks/ETFs)
ABBV -2,231 -10.1%
VEA -1,582 -72.3%
JNJ -1,424 -11.1%
CNI -1,376 -22.8%
CARR -1,263 -15.0%
PEP -888 -10.6%
AMGN -862 -20.3%
MRK -829 -14.7%
EFX -783 -13.3%
QSR -361 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type