Letson Investment Management, Inc. 13F 持仓 · 2026年Q2
Letson Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 104 只证券，申报市值合计 2.73 亿美元。前几大持仓：ABBV（10.24%）、JNJ（7.35%）、V（6.80%）。本季前 25 大持仓中：增持 9 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ABBV | ABBVIE INC | $27.9M | 10.24% | 110,947 | 减持 |
| 2 | JNJ | JOHNSON & JOHNSON | $20.0M | 7.35% | 78,837 | 减持 |
| 3 | V | VISA INC | $18.5M | 6.80% | 53,983 | 减持 |
| 4 | L | LOEWS CORP | $11.6M | 4.27% | 102,899 | 增持 |
| 5 | AXP | AMERICAN EXPRESS CO | $10.6M | 3.88% | 31,240 | 减持 |
| 6 | ABT | ABBOTT LABORATORIES | $9.9M | 3.62% | 108,640 | 减持 |
| 7 | SYK | STRYKER CORPORATION | $6.7M | 2.46% | 21,263 | 减持 |
| 8 | MRK | MERCK & CO INC | $6.7M | 2.44% | 51,824 | 减持 |
| 9 | PEP | PEPSICO INC | $6.5M | 2.39% | 48,110 | 增持 |
| 10 | BAC | BANK OF AMER CORP | $6.2M | 2.26% | 107,967 | 减持 |
| 11 | UNP | UNION PAC CORP | $6.1M | 2.24% | 22,428 | 增持 |
| 12 | CARR | CARRIER GLOBAL CORPORATION | $6.1M | 2.22% | 82,658 | 增持 |
| 13 | TT | TRANE TECHNOLOGIES PLC | $5.9M | 2.17% | 12,024 | 减持 |
| 14 | MCD | MCDONALDS CORP | $5.4M | 1.99% | 20,090 | 增持 |
| 15 | ACN | ACCENTURE PLC IRELAND | $5.4M | 1.98% | 43,265 | 减持 |
| 16 | CNI | CANADIAN NATL RY CO | $5.2M | 1.89% | 43,265 | 减持 |
| 17 | ADP | AUTOMATIC DATA PROCESSING IN | $5.1M | 1.88% | 22,916 | 增持 |
| 18 | VTI | VANGUARD INDEX FDS | $4.9M | 1.78% | 13,125 | 持平 |
| 19 | PAYX | PAYCHEX INC | $4.8M | 1.77% | 49,010 | 增持 |
| 20 | AMGN | AMGEN INC | $4.7M | 1.73% | 13,001 | 持平 |
| 21 | MU | MICRON TECHNOLOGY INC | $4.6M | 1.69% | 4,000 | 减持 |
| 22 | CB | CHUBB LIMITED | $4.1M | 1.49% | 11,954 | 增持 |
| 23 | GNRC | GENERAC HLDGS INC | $3.7M | 1.36% | 12,666 | 持平 |
| 24 | JPM | JPMORGAN CHASE & CO | $3.4M | 1.24% | 10,311 | 减持 |
| 25 | FISV | FISERV INC | $3.2M | 1.19% | 65,996 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR