LETSON INVESTMENT MANAGEMENT, INC.

Q1 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
88
Total value ($000)
$248,003
Net value change ($000)
+588 (0.2%)
New positions
2
Sold out positions
5
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ABBV 3,544 17.9%
ABT 2,126 17.3%
V 1,870 10.9%
JNJ 1,705 15.0%
KDP 798 34.7%
SRE 728 NEW
PAYX 673 9.9%
AMGN 661 19.5%
PM 615 31.9%
MCD 444 7.6%
Top Reduces (Value $000, Stocks/ETFs)
AVGO -2,393 -65.8%
IJH -2,292 -100.0%
ACN -1,747 -11.9%
PKG -1,224 -39.6%
NVDA -1,070 -52.7%
AXP -884 -9.4%
TT -553 -8.9%
CARR -487 -6.8%
GNRC -479 -17.9%
MSFT -478 -40.3%
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