LIM
Letson Investment Management Portfolio holdings
AUM
$253M
1-Year Est. Return
17.57%
1 Year Est. Return
+17.57%
AUM
$248M
AUM Growth
+$588K
(+0.24%)
Holding
93
Top Buys
| 1 | +$728K | |
| 2 | +$648K | |
| 3 | +$232K | |
| 4 |
Chubb
CB
|
+$87K |
| 5 |
Union Pacific
UNP
|
+$85.5K |
Top Sells
| 1 | +$2.29M | |
| 2 | +$1.38M | |
| 3 | +$852K | |
| 4 |
NVIDIA
NVDA
|
+$677K |
| 5 |
Microsoft
MSFT
|
+$348K |
Sector Composition
| 1 | Healthcare | 29.38% |
| 2 | Financials | 17.65% |
| 3 | Industrials | 16.66% |
| 4 | Technology | 15.2% |
| 5 | Consumer Staples | 8.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Phillips 66
PSX
$52.7B
| $300K | 0.12% |
2,429
|
|
||
77
L3Harris
LHX
$54.4B
| $297K | 0.12% |
1,419
|
|
||
78
Intuitive Surgical
ISRG
$164B
| $294K | 0.12% |
593
|
|
||
79
abrdn Physical Platinum Shares ETF
PPLT
$1.95B
| $283K | 0.11% |
3,100
|
|
||
80
Invesco QQQ Trust
QQQ
$389B
| $282K | 0.11% |
602
|
|
||
81
Texas Instruments
TXN
$163B
| $263K | 0.11% |
1,465
|
|
||
82
J.M. Smucker
SJM
$11.2B
| $251K | 0.1% |
2,120
|
|
||
83
ASML
ASML
$405B
| $249K | 0.1% |
376
-374
|
|
||
84
Arista Networks
ANET
$184B
| $232K | 0.09% |
+3,000
|
|
||
85
MakeMyTrip
MMYT
$8.63B
| $222K | 0.09% |
2,270
|
|
||
86
SentinelOne
S
$5.74B
| $202K | 0.08% |
11,100
|
|
||
87
Marqeta
MQ
$2.06B
| $140K | 0.06% |
34,014
|
|
||
88
AES
AES
$10.3B
| $135K | 0.05% |
10,856
-10,840
|
|
||
89
Capri Holdings
CPRI
$2.55B
| – | – |
-15,000
|
|
||
90
Hershey
HSY
$37.7B
| – | – |
-1,575
|
|
||
91
iShares Core S&P Mid-Cap ETF
IJH
$100B
| – | – |
-36,790
|
|
||
92
nVent Electric
NVT
$16.1B
| – | – |
-4,245
|
|
||
93
Oracle
ORCL
$790B
| – | – |
-1,867
|
|