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:
26.11%
Gain +1.41%
Monthly
0.69%
Yearly
8.67%
Drawdown
13.83%
$281.69M
Equity
Holdings
$281.69M
Investment
$231.81M
$53.84M
Profit +$3.6M
Realized
$3.96M
Unrealized
$49.88M
Dividends
$13.48M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.41%
Profit
$3.6M
Win %
66%
This Week
Compared To Last Week
Gain
2.02%
Profit
$5.58M
Win %
66%
This Month
Compared to last month
Gain
4.99%
Profit
$13.4M
Win %
66%
This Year
Compared to last year
Gain
5.06%
Profit
$13.57M
Win %
66%
IONQ IonQ, Inc.
+7.19%
+$38,914.94 
EFX Equifax Inc.
+7.13%
+$215,175.67 
INTU Intuit Inc.
+6.59%
+$184,455.17 
NOW ServiceNow, Inc.
+6.1%
+$74,725 
HONA Honeywell Aerospace Inc.
+4.79%
+$21,921.26 
ACN Accenture plc Class A
+4.35%
+$404,959.97 
SYK Stryker Corporation
+4.09%
+$244,949.76 
MQ Marqeta, Inc. Class A
+3.9%
+$6,037.48 
TMO Thermo Fisher Scientific Inc.
+3.9%
+$26,322.53 
HD The Home Depot, Inc.
+3.85%
+$56,406.12 
SHW The Sherwin-Williams Company
+3.82%
+$15,010.33 
LOW Lowe's Companies Inc.
+3.77%
+$12,135.34 
NFLX Netflix, Inc.
+3.12%
+$20,947.5 
AMGN Amgen Inc.
+3.11%
+$172,059.13 
SJM The J.M. Smucker Company
+2.95%
+$7,621.4 
V Visa Inc. Class A
+2.87%
+$607,308.75 
UBER Uber Technologies, Inc.
+2.83%
+$13,063.4 
BMY Bristol-Myers Squibb Company
+2.82%
+$27,543.31 
FISV Fiserv, Inc.
+2.78%
+$84,474.88 
PAYX Paychex Inc.
+2.72%
+$144,334.45 
SIRI Sirius XM Holdings Inc.
+2.72%
+$8,647.2 
KDP Keurig Dr Pepper Inc.
+2.63%
+$65,306.55 
MA Mastercard Incorporated
+2.59%
+$39,287.68 
ADP Automatic Data Processing Inc.
+2.53%
+$162,758.6 
YUM Yum! Brands, Inc.
+2.5%
+$38,388.2 
BDX Becton, Dickinson and Company
+2.38%
+$61,119 
AXP American Express Company
+2.38%
+$228,364.4 
XENE Xenon Pharmaceuticals Inc.
+2.35%
+$4,773.6 
KTOS Kratos Defense & Security Solutions, Inc.
+2.3%
+$11,918.85 
FIS Fidelity National Information Services, Inc.
+2.3%
+$7,294.25 
WAT Waters Corporation
+2.18%
+$17,013.41 
DIS The Walt Disney Company
+2.13%
+$36,082.96 
SCI Service Corporation International
+2.13%
+$18,584.93 
MKC McCormick & Company, Incorporated
+2.1%
+$25,798.3 
ICE Intercontinental Exchange, Inc.
+2.06%
+$11,165 
OTIS Otis Worldwide Corporation
+2.04%
+$38,143.32 
ABT Abbott Laboratories
+1.89%
+$211,848 
GPC Genuine Parts Company
+1.81%
+$20,548.92 
LHX L3Harris Technologies, Inc.
+1.71%
+$3,426.94 
MCD McDonald's Corporation
+1.7%
+$81,163.6 
MDT Medtronic plc
+1.65%
+$4,395.8 
ABBV AbbVie Inc.
+1.37%
+$428,244.33 
PPLT abrdn Physical Platinum Shares ETF
+1.35%
+$6,045 
TROW T. Rowe Price Group, Inc.
+1.32%
+$2,650.56 
MSFT Microsoft Corp.
+1.28%
+$13,035.55 
CB Chubb Limited
+1.22%
+$51,163.24 
MDLZ Mondelez International, Inc.
+1.18%
+$7,711.54 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.15%
+$19,618.5 
PGR Progressive Corporation
+1.14%
+$9,759.96 
PKG Packaging Corporation of America
+1.08%
+$23,421.03 
TJX The TJX Companies, Inc.
+1.07%
+$6,868.17 
APD Air Products and Chemicals, Inc.
+1.01%
+$4,368.96 
ITW Illinois Tool Works Inc.
+0.92%
+$25,506.31 
MO Altria Group, Inc.
+0.85%
+$3,372.8 
DVY iShares Select Dividend ETF
+0.84%
+$1,776.19 
BAC Bank of America Corporation
+0.77%
+$42,646.96 
UNP Union Pacific Corporation
+0.76%
+$48,893.04 
CARR Carrier Global Corporation
+0.75%
+$33,476.49 
FV First Trust Dorsey Wright Focus 5 ETF
+0.67%
+$1,397.75 
MU Micron Technology, Inc.
+0.65%
+$23,800 
AMZN Amazon.com Inc
+0.54%
+$1,364.08 
GOOGL Alphabet Inc
+0.51%
+$1,518.33 
AMP Ameriprise Financial, Inc.
+0.5%
+$8,452.47 
GOOG Alphabet Inc
+0.46%
+$3,649.07 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.45%
+$22,050 
NOC Northrop Grumman Corporation
+0.43%
+$9,886.8 
SPY SPDR S&P 500 ETF Trust
+0.35%
+$730.33 
KO The Coca-Cola Company
+0.34%
+$4,029.8 
IVV iShares Core S&P 500 ETF
+0.34%
+$1,198.89 
PNC The PNC Financial Services Group, Inc.
+0.25%
+$1,354.33 
ALB Albemarle Corporation
+0.24%
+$446.4 
NSC Norfolk Southern Corporation
+0.2%
+$3,523.65 
PEP PepsiCo, Inc.
+0.19%
+$12,027.5 
COST Costco Wholesale Corporation
+0.15%
+$3,457.91 
AFL Aflac Inc.
+0.03%
+$151.52 
JNJ Johnson & Johnson
+0.01%
+$2,365.11 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$33.84 
CDNMF EGR Exploration Ltd.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
ANET Arista Networks, Inc.
-5.2%
-$30,510 
NVT nVent Electric plc
-4.79%
-$15,511.82 
PSX Phillips 66
-3.52%
-$25,431.65 
TT Trane Technologies plc
-3.11%
-$176,031.48 
PM Philip Morris International Inc.
-2.8%
-$92,183.04 
XOM Exxon Mobil Corporation
-1.56%
-$8,917.56 
APH Amphenol Corporation
-1.54%
-$9,799.32 
CVX Chevron Corporation
-1.49%
-$33,029.7 
NVDA NVIDIA Corporation
-1.39%
-$23,483.78 
AVGO Broadcom Inc.
-0.89%
-$20,365.1 
XLK State Street Technology Select Sector SPDR ETF
-0.75%
-$2,070.63 
TXN Texas Instruments Inc
-0.61%
-$2,506.61 
CL Colgate-Palmolive Company
-0.51%
-$9,180.8 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
-0.47%
-$1,040 
COP ConocoPhillips
-0.46%
-$2,991.95 
SRE Sempra
-0.38%
-$3,213 
RTX RTX Corporation
-0.36%
-$10,520.28 
MRK Merck & Co., Inc.
-0.24%
-$18,657.16 
L Loews Corporation
-0.2%
-$22,637.57 
QQQ Invesco QQQ Trust, Series 1
-0.15%
-$717.21 
JPM JPMorgan Chase & Co.
-0.06%
-$2,216.86 
AAPL Apple Inc.
-0.06%
-$338.5 
GNRC Generac Holdings Inc.
-0.05%
-$1,266.57 
CBZ CBIZ Inc.
-0.04%
-$320.4 Events
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Dividends
Dividend Analysis
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| Trades 532 | Longs Won 344/532 64% | Profit Factor 3.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $881,230.18 |
| Average Win $226,393.03 | Best Trade (Oct 15) $14.21M | Sharpe Ratio -13.15 |
| Average Loss -$127,850.02 | Worst Trade (Oct 14) -$5.23M | Z-Score 7.06 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w | Expectancy $101,209.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 2,203 | 1,982 | 1,762 | 1,542 | 1,322 | 1,101 | 881 | 661 | 441 | 220 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,612 | $339,745.21 | $552,513 | - | $212,767.79 | 62.63% | -0.061% |
| ABBV AbbVie Inc. | 110,947 | $17.27M | $31.69M | - | $14.42M | 83.46% | +1.37% |
| ABT Abbott Laboratories | 108,640 | $11.97M | $11.4M | - | -$567,020.89 | -4.74% | +1.894% |
| ACN Accenture plc Class A | 43,265 | $14.9M | $9.71M | - | -$5.19M | -34.84% | +4.354% |
| ADP Automatic Data Processing Inc. | 22,916 | $5.28M | $6.59M | - | $1.31M | 24.76% | +2.534% |
| AFL Aflac Inc. | 3,788 | $314,042.73 | $447,931 | - | $133,888.27 | 42.63% | +0.034% |
| ALB Albemarle Corporation | 1,860 | $263,078 | $182,670.6 | - | -$80,407.4 | -30.56% | +0.245% |
| AMGN Amgen Inc. | 13,001 | $3.75M | $5.71M | - | $1.96M | 52.22% | +3.106% |
| AMP Ameriprise Financial, Inc. | 3,381 | $1.28M | $1.68M | - | $400,614.92 | 31.2% | +0.504% |
| AMZN Amazon.com Inc | 1,003 | $220,229 | $256,206.32 | - | $35,977.32 | 16.34% | +0.535% |
| ANET Arista Networks, Inc. | 3,000 | $232,440 | $555,750 | - | $323,310 | 139.09% | -5.204% |
| APD Air Products and Chemicals, Inc. | 1,476 | $404,129 | $436,143.24 | - | $32,014.24 | 7.92% | +1.012% |
| APH Amphenol Corporation | 7,716 | $238,717.61 | $628,236.72 | - | $389,519.11 | 163.17% | -1.536% |
| ASML ASML Holding N.V. New York Registry Shares | 376 | $284,601.92 | $620,433.84 | - | $335,831.92 | 118% | +0.005% |
| AVGO Broadcom Inc. | 6,580 | $734,492.5 | $2.26M | - | $1.52M | 207.42% | -0.894% |
| AXP American Express Company | 31,240 | $5.88M | $9.82M | - | $3.94M | 67.04% | +2.381% |
| BAC Bank of America Corporation | 107,967 | $3.69M | $5.59M | - | $1.9M | 51.46% | +0.769% |
| BATRA Atlanta Braves Holdings, Inc. Series A Common Stock | 4,000 | $225,240 | $219,320 | - | -$5,920 | -2.63% | -0.472% |
| BDX Becton, Dickinson and Company | 13,582 | $2.6M | $2.63M | - | $25,874.24 | 0.99% | +2.382% |
| BMY Bristol-Myers Squibb Company | 16,493 | $846,256.04 | $1.01M | - | $158,992.31 | 18.79% | +2.817% |
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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, Johnson & Johnson - $1M, and Trane Technologies plc - $985,335.97. 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 - $163,176.33, 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 $13.48M earned over time. The largest contributors to dividend income include AbbVie Inc - $2M, Johnson & Johnson - $986,224.67, Accenture plc Class A - $761,800.51, PepsiCo, Inc - $747,195.7, and Abbott Laboratories - $699,054.5. 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
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.
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