Scott Letson Portfolio
Invests via Letson Investment Management Inc. | Managed by James Letson, Scott Letson
Invests via Letson Investment Management Inc.
Managed by James Letson, Scott Letson
Automatically Tracked
A veteran investor and operator focused on private equity and growth-stage technology, with experience in deal execution, portfolio management and strategic operations. Scott Letson brings operating-senior leadership from technology and services companies to investment sourcing and value creation initiatives. He is known for hands-on post-acquisition oversight, commercial scaling and governance work with management teams. Background includes roles spanning corporate development, M&A and senior finance functions, and participation in leveraged and growth investments. Market-relevant strengths: transaction structuring, operational turnarounds and board-level oversight; sector focus on enterprise software, fintech and B2B services.
A veteran investor and operator focused on private equity and growth-stage technology, with experience in deal execution, portfolio management and strategic operations. Scott Letson brings operating-senior leadership from technology and services companies to investment sourcing and value creation initiatives. He is known for hands-on post-acquisition oversight, commercial scaling and governance work with management teams. Background includes roles spanning corporate development, M&A and senior finance functions, and participation in leveraged and growth investments. Market-relevant strengths: transaction structuring, operational turnarounds and board-level oversight; sector focus on enterprise software, fintech and B2B services.
Investment Philosophy & Strategy
Combines private equity rigor with operating instincts, prioritizing investments in enterprise software, fintech and B2B services where operational improvements can drive outsized value. Focuses on growth-stage and buyout situations that benefit from hands-on commercial scaling, governance upgrades and transaction structuring creativity. Deploys capital with a bias toward control or strong governance rights, uses active board oversight and metric-driven performance plans, and pursues multi-year value creation through margin expansion, product-market fit acceleration, and targeted M&A or tuck-ins.
Combines private equity rigor with operating instincts, prioritizing investments in enterprise software, fintech and B2B services where operational improvements can drive outsized value. Focuses on growth-stage and buyout situations that benefit from hands-on commercial scaling, governance upgrades and transaction structuring creativity. Deploys capital with a bias toward control or strong governance rights, uses active board oversight and metric-driven performance plans, and pursues multi-year value creation through margin expansion, product-market fit acceleration, and targeted M&A or tuck-ins.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
27.06%
Gain -0.43%
Monthly
0.75%
Yearly
9.4%
Drawdown
13.83%
$283.63M
Equity
Holdings
$283.63M
Investment
$231.81M
$55.78M
Profit -$1.13M
Realized
$3.96M
Unrealized
$51.82M
Dividends
$12.61M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.43%
Profit
-$1.13M
Win %
69%
This Week
Compared To Last Week
Gain
-0.4%
Profit
-$1.13M
Win %
69%
This Month
Compared to last month
Gain
2.61%
Profit
$7.21M
Win %
69%
This Year
Compared to last year
Gain
5.79%
Profit
$15.51M
Win %
68%
ALB Albemarle Corporation
+5.54%
+$12,238.8 
BDX Becton, Dickinson and Company
+4.65%
+$107,841.08 
FIS Fidelity National Information Services, Inc.
+3.31%
+$12,709 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
+3.09%
+$6,520 
DIS The Walt Disney Company
+2.87%
+$45,414.76 
AVGO Broadcom Inc.
+1.54%
+$42,375.2 
COP ConocoPhillips
+1.5%
+$7,917.16 
TJX The TJX Companies, Inc.
+1.34%
+$9,606.46 
PGR Progressive Corporation
+1.21%
+$10,320.04 
CVX Chevron Corporation
+1.12%
+$20,918.81 
GPC Genuine Parts Company
+1.12%
+$12,691.81 
BMY Bristol-Myers Squibb Company
+0.82%
+$8,576.36 
NOW ServiceNow, Inc.
+0.79%
+$8,050 
COST Costco Wholesale Corporation
+0.62%
+$14,046.4 
AAPL Apple Inc.
+0.45%
+$2,272.9 
GOOG Alphabet Inc
+0.43%
+$3,557.25 
PAYX Paychex Inc.
+0.31%
+$18,133.7 
V Visa Inc. Class A
+0.28%
+$56,681.61 
MDLZ Mondelez International, Inc.
+0.24%
+$1,563.15 
L Loews Corporation
+0.23%
+$27,782.94 
PEP PepsiCo, Inc.
+0.23%
+$15,395.68 
ACN Accenture plc Class A
+0.22%
+$16,440.7 
SYK Stryker Corporation
+0.12%
+$8,505.22 
MA Mastercard Incorporated
+0.11%
+$1,557.43 
FISV Fiserv, Inc.
+0.03%
+$989.94 
ADP Automatic Data Processing Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
BAC Bank of America Corporation
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CB Chubb Limited
0%
$0 
CBZ CBIZ Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
GNRC Generac Holdings Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
KTOS Kratos Defense & Security Solutions, Inc.
0%
$0 
MCD McDonald's Corporation
0%
$0 
MO Altria Group, Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MQ Marqeta, Inc. Class A
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
PKG Packaging Corporation of America
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
RTX RTX Corporation
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SJM The J.M. Smucker Company
0%
$0 
SRE Sempra
0%
$0 
TT Trane Technologies plc
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
PPLT abrdn Physical Platinum Shares ETF
-6.17%
-$30,070 
AMGN Amgen Inc.
-4.37%
-$231,547.82 
FV First Trust Dorsey Wright Focus 5 ETF
-3.06%
-$6,236.24 
SIRI Sirius XM Holdings Inc.
-2.67%
-$9,848.2 
MU Micron Technology, Inc.
-2.6%
-$92,800 
ANET Arista Networks, Inc.
-2.53%
-$14,970 
INTU Intuit Inc.
-1.84%
-$54,336.33 
NVT nVent Electric plc
-1.62%
-$5,580.85 
OTIS Otis Worldwide Corporation
-1.57%
-$31,109.75 
NFLX Netflix, Inc.
-1.43%
-$10,070 
AMP Ameriprise Financial, Inc.
-1.33%
-$25,188.48 
GOOGL Alphabet Inc
-1.29%
-$3,992.03 
TROW T. Rowe Price Group, Inc.
-1.18%
-$2,730.88 
KDP Keurig Dr Pepper Inc.
-1.09%
-$25,146.78 
JNJ Johnson & Johnson
-1.03%
-$209,707.21 
ABBV AbbVie Inc.
-0.97%
-$266,272.8 
ITW Illinois Tool Works Inc.
-0.85%
-$26,099.58 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.85%
-$15,163.4 
JPM JPMorgan Chase & Co.
-0.82%
-$30,314.24 
LOW Lowe's Companies Inc.
-0.7%
-$2,630.32 
AXP American Express Company
-0.65%
-$71,227.2 
APH Amphenol Corporation
-0.53%
-$1,755.41 
IONQ IonQ, Inc.
-0.53%
-$3,615.99 
MKC McCormick & Company, Incorporated
-0.49%
-$7,135.7 
SCI Service Corporation International
-0.45%
-$4,178.86 
ICE Intercontinental Exchange, Inc.
-0.43%
-$2,240 
TMO Thermo Fisher Scientific Inc.
-0.39%
-$2,254.52 
KO The Coca-Cola Company
-0.31%
-$3,454.11 
CL Colgate-Palmolive Company
-0.3%
-$5,411.84 
LHX L3Harris Technologies, Inc.
-0.29%
-$690.45 
DVY iShares Select Dividend ETF
-0.28%
-$620.99 
ABT Abbott Laboratories
-0.24%
-$27,160 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$334.55 
IVV iShares Core S&P 500 ETF
-0.16%
-$568.26 
XENE Xenon Pharmaceuticals Inc.
-0.16%
-$600 
AMZN Amazon.com Inc
-0.14%
-$391.16 
EFX Equifax Inc.
-0.14%
-$5,015.75 
PM Philip Morris International Inc.
-0.14%
-$4,240.9 
APD Air Products and Chemicals, Inc.
-0.13%
-$560.89 
NVDA NVIDIA Corporation
-0.1%
-$1,756.51 
MDT Medtronic plc
-0.09%
-$212.7 
WAT Waters Corporation
-0.05%
-$384.63 
UNP Union Pacific Corporation
-0.03%
-$1,794.46 Events
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Dividends
Dividend Analysis
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| Trades 532 | Longs Won 352/532 66% | Profit Factor 3.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $797,139.67 |
| Average Win $219,297.91 | Best Trade (Aug 20) $12.07M | Sharpe Ratio -13.15 |
| Average Loss -$118,938.86 | Worst Trade (Aug 07) -$6.81M | Z-Score 5.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 3d | Expectancy $104,856.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 2,387 | 2,148 | 1,909 | 1,671 | 1,432 | 1,193 | 955 | 716 | 477 | 239 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,612 | $339,745.21 | $503,604.92 | - | $163,859.71 | 48.23% | +0.453% |
| ABBV AbbVie Inc. | 110,947 | $17.27M | $27.05M | - | $9.78M | 56.6% | -0.975% |
| ABT Abbott Laboratories | 108,640 | $11.97M | $11.46M | - | -$508,355.29 | -4.25% | -0.236% |
| ACN Accenture plc Class A | 43,265 | $14.9M | $7.4M | - | -$7.49M | -50.3% | +0.223% |
| ADP Automatic Data Processing Inc. | 22,916 | $5.28M | $6.19M | - | $909,922.89 | 17.24% | 0.0 |
| AFL Aflac Inc. | 3,788 | $314,042.73 | $475,621.28 | - | $161,578.55 | 51.45% | 0.0 |
| ALB Albemarle Corporation | 1,860 | $263,078 | $233,281.2 | - | -$29,796.8 | -11.33% | +5.537% |
| AMGN Amgen Inc. | 13,001 | $3.75M | $5.07M | - | $1.32M | 35.13% | -4.367% |
| AMP Ameriprise Financial, Inc. | 3,381 | $1.28M | $1.87M | - | $587,449.05 | 45.74% | -1.328% |
| AMZN Amazon.com Inc | 1,003 | $220,229 | $273,076.78 | - | $52,847.78 | 24% | -0.143% |
| ANET Arista Networks, Inc. | 3,000 | $232,440 | $576,960 | - | $344,520 | 148.22% | -2.529% |
| APD Air Products and Chemicals, Inc. | 1,476 | $404,129 | $434,991.95 | - | $30,862.95 | 7.64% | -0.129% |
| APH Amphenol Corporation | 3,858 | $238,713.75 | $330,495.57 | - | $91,781.82 | 38.45% | -0.528% |
| ASML ASML Holding N.V. New York Registry Shares | 376 | $284,601.92 | $631,010.71 | - | $346,408.79 | 121.72% | 0.0 |
| AVGO Broadcom Inc. | 6,580 | $734,492.5 | $2.79M | - | $2.06M | 280.49% | +1.54% |
| AXP American Express Company | 31,240 | $5.88M | $10.83M | - | $4.95M | 84.29% | -0.653% |
| BAC Bank of America Corporation | 107,967 | $3.69M | $6.83M | - | $3.14M | 84.99% | 0.0 |
| BATRA Atlanta Braves Holdings, Inc. Series A Common Stock | 4,000 | $225,240 | $217,640 | - | -$7,600 | -3.37% | +3.088% |
| BDX Becton, Dickinson and Company | 13,582 | $2.6M | $2.43M | - | -$175,003.54 | -6.73% | +4.653% |
| BMY Bristol-Myers Squibb Company | 16,493 | $846,256.04 | $1.06M | - | $211,769.91 | 25.02% | +0.817% |
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FAQ
Which stocks have generated the highest profits for Scott Letson?
The largest contributions to the portfolio's profits come from the following stocks: AbbVie Inc - $2.05M, Micron Technology, Inc - $1.4M, NVIDIA Corporation - $1.07M, Trane Technologies plc - $972,710.77, and Johnson & Johnson - $895,418.77. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Fiserv, Inc - $685,245.83, Intuit Inc - $175,611.51, h5919c104 - $118,370, AES Corporation - $98,498.29, and Yum China Holdings Inc - $80,160.21. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Letson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.61M earned over time. The largest contributors to dividend income include AbbVie Inc - $2M, Johnson & Johnson - $880,583.09, Abbott Laboratories - $699,054.5, Accenture plc Class A - $687,817.36, and PepsiCo, Inc - $675,992.9. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Letson's monthly returns?
Scott Letson's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Scott Letson's strategy be considered aggressive or moderate?
Scott Letson's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Scott Letson's strategy?
Scott Letson's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
