SL
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:
12.12%
Gain -0.54%
Monthly
0.39%
Yearly
4.84%
Drawdown
12.14%
$268.67M
Equity
Holdings
$268.67M
Investment
$238.58M
$32.46M
Profit -$1.64M
Realized
$2.37M
Unrealized
$30.09M
Dividends
$11.51M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.54%
Profit
-$1.64M
Win %
57%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$1.54M
Win %
57%
This Month
Compared to last month
Gain
-0.57%
Profit
-$1.54M
Win %
57%
This Year
Compared to last year
Gain
-1.35%
Profit
-$3.67M
Win %
57%
MDT Medtronic plc
+5.8%
+$12,086.72 
AMGN Amgen Inc.
+3.03%
+$129,489.96 
TJX The TJX Companies, Inc.
+2.75%
+$18,988.47 
XENE Xenon Pharmaceuticals Inc.
+2.22%
+$6,960 
XOM Exxon Mobil Corporation
+2.11%
+$10,177.68 
COP ConocoPhillips
+1.92%
+$10,310.72 
NVT nVent Electric plc
+1.76%
+$6,493.32 
CARR Carrier Global Corporation
+1.76%
+$116,677.08 
MO Altria Group, Inc.
+1.68%
+$6,310.4 
TT Trane Technologies plc
+1.52%
+$88,347 
MU Micron Technology, Inc.
+1.45%
+$81,991 
PM Philip Morris International Inc.
+1.43%
+$39,732.08 
YUM Yum! Brands, Inc.
+1.3%
+$19,978.6 
ISRG Intuitive Surgical, Inc.
+1.24%
+$2,959.07 
SHW The Sherwin-Williams Company
+1.23%
+$4,371.71 
ASML ASML Holding N.V. New York Registry Shares
+1.23%
+$7,892.24 
PSX Phillips 66
+1.2%
+$5,307.36 
CVX Chevron Corporation
+1.19%
+$22,518.62 
APD Air Products and Chemicals, Inc.
+1.07%
+$4,420.62 
BDX Becton, Dickinson and Company
+0.81%
+$20,021.46 
SJM The J.M. Smucker Company
+0.8%
+$1,696 
COST Costco Wholesale Corporation
+0.79%
+$18,363.24 
ABBV AbbVie Inc.
+0.78%
+$185,860.42 
AFL Aflac Inc.
+0.77%
+$3,333.44 
ITW Illinois Tool Works Inc.
+0.7%
+$17,741.15 
KDP Keurig Dr Pepper Inc.
+0.63%
+$17,128.5 
SYK Stryker Corporation
+0.59%
+$37,444.8 
BMY Bristol-Myers Squibb Company
+0.53%
+$4,782.97 
LOW Lowe's Companies Inc.
+0.5%
+$1,776.3 
HD The Home Depot, Inc.
+0.48%
+$7,493.95 
KO The Coca-Cola Company
+0.48%
+$4,797.37 
MDLZ Mondelez International, Inc.
+0.39%
+$2,501.04 
PEP PepsiCo, Inc.
+0.38%
+$25,989.12 
MKC McCormick & Company, Incorporated
+0.35%
+$4,391.2 
JNJ Johnson & Johnson
+0.31%
+$55,344.8 
EA Electronic Arts Inc.
+0.31%
+$744 
GNRC Generac Holdings Inc.
+0.31%
+$11,019.42 
CB Chubb Limited
+0.17%
+$6,415.74 
TXN Texas Instruments Inc
+0.15%
+$688.55 
UBER Uber Technologies, Inc.
+0.1%
+$466.55 
ABT Abbott Laboratories
+0.06%
+$5,980.86 
SRE Sempra
+0.02%
+$153 
FI Fiserv, Inc.
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
QQQN VictoryShares Nasdaq Next 50 ETF
0%
$0 
SIRI
0%
$0 
KTOS Kratos Defense & Security Solutions, Inc.
-7.65%
-$63,742.8 
ORCL Oracle Corporation
-5.76%
-$15,586.56 
MQ Marqeta, Inc. Class A
-5.61%
-$7,823.22 
HON Honeywell International Inc.
-5.09%
-$69,832.98 
ULTA Ulta Beauty Inc.
-4.78%
-$9,724.26 
ACN Accenture plc Class A
-4.71%
-$385,389.32 
IONQ IonQ, Inc.
-4.47%
-$40,317.71 
CBZ CBIZ Inc.
-4.41%
-$23,869.8 
FIS Fidelity National Information Services, Inc.
-3.87%
-$14,722.75 
CL Colgate-Palmolive Co
-3.86%
-$67,954.48 
PPLT abrdn Physical Platinum Shares ETF
-3.71%
-$20,150 
NVDA NVIDIA Corporation
-3.55%
-$63,257.04 
EFX Equifax Inc.
-3.4%
-$120,177.37 
AXP American Express Company
-3.33%
-$329,463.42 
INTU Intuit Inc.
-3.32%
-$89,708.8 
SCI Service Corporation International
-3.18%
-$24,798.24 
MSFT Microsoft Corp.
-3.11%
-$26,109.16 
ICE Intercontinental Exchange, Inc.
-2.76%
-$13,737.5 
RACE Ferrari N.V.
-2.63%
-$7,559.72 
AMZN Amazon.com Inc
-2.53%
-$6,519.5 
PAYX Paychex Inc.
-2.32%
-$112,586.76 
ONON On Holding AG
-2.05%
-$7,457.5 
ALB Albemarle Corporation
-1.96%
-$6,258.9 
NOC Northrop Grumman Corporation
-1.93%
-$48,298.14 
DIS The Walt Disney Company
-1.92%
-$30,386.74 
PGR Progressive Corporation
-1.69%
-$13,320 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$8,036.04 
AAPL Apple Inc.
-1.58%
-$8,027.78 
LHX L3Harris Technologies, Inc.
-1.52%
-$3,957.4 
ADP Automatic Data Processing Inc.
-1.48%
-$69,268.85 
CNI Canadian National Railway Company
-1.47%
-$77,312.52 
PNC The PNC Financial Services Group, Inc.
-1.21%
-$6,659.8 
MA Mastercard Incorporated
-1.2%
-$14,192.83 
V Visa Inc. Class A
-1.16%
-$198,786.24 
DIA SPDR Dow Jones Industrial Average ETF Trust
-1.15%
-$19,470 
MCD McDonald's Corporation
-1.07%
-$59,795.16 
GPC Genuine Parts Company
-1.01%
-$8,788 
XLK State Street Technology Select Sector SPDR ETF
-1%
-$2,867.04 
AMP Ameriprise Financial, Inc.
-0.99%
-$14,876.4 
UNP Union Pacific Corporation
-0.93%
-$54,960.85 
RTX RTX Corporation
-0.91%
-$24,992.6 
GOOGL Alphabet Inc
-0.79%
-$2,439.58 
GOOG Alphabet Inc
-0.76%
-$6,216.74 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.74%
-$36,618.75 
NSC Norfolk Southern Corporation
-0.74%
-$12,298.86 
MRK Merck & Co., Inc.
-0.73%
-$45,358.55 
IVV iShares Core S&P 500 ETF
-0.71%
-$2,732.05 
OTIS Otis Worldwide Corporation
-0.56%
-$10,633.74 
AVGO Broadcom Inc.
-0.49%
-$17,362.8 
ANET Arista Networks, Inc.
-0.47%
-$2,490 
APH Amphenol Corporation
-0.47%
-$1,330.99 
L Loews Corporation
-0.46%
-$49,328.64 
PKG Packaging Corporation of America
-0.21%
-$4,534.95 
RJF Raymond James Financial Inc.
-0.12%
-$221.85 
BAC Bank of America Corporation
-0.11%
-$6,515.64 Events
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Dividends
Dividend Analysis
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| Trades 443 | Longs Won 251/443 56% | Profit Factor 2.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $680,987.15 |
| Average Win $222,408.37 | Best Trade (May 22) $7.06M | Sharpe Ratio -22.63 |
| Average Loss -$121,682.5 | Worst Trade (May 13) -$7.5M | Z-Score 1.06 (71.02%) |
| Commissions $0 | Avg. Trade Length 1y 6m | Expectancy $73,276.44 |
| 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 | 2,208 | 1,987 | 1,766 | 1,545 | 1,325 | 1,104 | 883 | 662 | 442 | 221 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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