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:
1.27%
Gain
Monthly
0.04%
Yearly
0.5%
Drawdown
16.9%
$274.54M
Equity
Holdings
$274.54M
Investment
$232.2M
$44.82M
Profit -$730,060.33
Realized
$2.47M
Unrealized
$42.34M
Dividends
$12.37M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$730,060.33
Win %
66%
This Week
Compared To Last Week
Gain
0.89%
Profit
$2.42M
Win %
66%
This Month
Compared to last month
Gain
2.08%
Profit
$5.6M
Win %
66%
This Year
Compared to last year
Gain
7.1%
Profit
$18.17M
Win %
65%
MU Micron Technology, Inc.
+3.74%
+$168,964 
XENE Xenon Pharmaceuticals Inc.
+2.84%
+$11,400 
CB Chubb Limited
+2.19%
+$89,861.72 
NOC Northrop Grumman Corporation
+1.93%
+$46,539.91 
PSX Phillips 66
+1.83%
+$8,938.72 
XOM Exxon Mobil Corporation
+1.7%
+$8,029.03 
MO Altria Group, Inc.
+1.53%
+$6,065.6 
NVT nVent Electric plc
+1.44%
+$4,689.62 
CVX Chevron Corporation
+1.4%
+$25,788.51 
JNJ Johnson & Johnson
+1.37%
+$270,101.34 
ALB Albemarle Corporation
+1.31%
+$2,920.2 
BMY Bristol-Myers Squibb Company
+1.31%
+$13,029.47 
ABT Abbott Laboratories
+1.27%
+$136,968.3 
ABBV AbbVie Inc.
+1.23%
+$348,961.71 
AFL Aflac Inc.
+1.21%
+$5,625.18 
RTX RTX Corporation
+1.08%
+$32,480.7 
COP ConocoPhillips
+0.96%
+$4,994.26 
PM Philip Morris International Inc.
+0.96%
+$29,207.3 
L Loews Corporation
+0.95%
+$110,989.44 
PGR Progressive Corporation
+0.94%
+$7,700 
NSC Norfolk Southern Corporation
+0.59%
+$10,785.8 
EA Electronic Arts Inc.
+0.56%
+$1,398 
LHX L3Harris Technologies, Inc.
+0.48%
+$1,161.96 
UNP Union Pacific Corporation
+0.43%
+$28,758.08 
GNRC Generac Holdings Inc.
+0.37%
+$10,006.14 
MRK Merck & Co., Inc.
+0.36%
+$24,563.08 
APD Air Products and Chemicals, Inc.
+0.34%
+$1,505.52 
JPM JPMorgan Chase & Co.
+0.3%
+$10,689.7 
BAC Bank of America Corporation
+0.17%
+$11,398.49 
ULTA Ulta Beauty Inc.
+0.12%
+$226.05 
HON Honeywell International Inc.
+0.08%
+$539.64 
IONQ IonQ, Inc.
+0.06%
+$344.38 
CDNMF EGR Exploration Ltd.
0%
$0 
H5919C104
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.64%
-$30,159.98 
NFLX Netflix, Inc.
-7.42%
-$52,440 
SYK Stryker Corporation
-3.17%
-$224,525.13 
KO The Coca-Cola Company
-3.08%
-$33,453.69 
MQ Marqeta, Inc. Class A
-2.79%
-$4,251.75 
UBER Uber Technologies, Inc.
-2.71%
-$13,396.65 
OTIS Otis Worldwide Corporation
-2.41%
-$48,951.45 
WAT Waters Corporation
-2.41%
-$16,525.4 
GOOG Alphabet Inc
-2.16%
-$17,549.1 
MSFT Microsoft Corp.
-2.11%
-$16,118.41 
GOOGL Alphabet Inc
-2.11%
-$6,380.45 
DIS The Walt Disney Company
-2.1%
-$32,652.07 
FISV Fiserv, Inc.
-2.07%
-$67,328.68 
ACN Accenture plc Class A
-2.04%
-$129,103.95 
EFX Equifax Inc.
-1.89%
-$68,214.2 
ITW Illinois Tool Works Inc.
-1.89%
-$54,952.05 
V Visa Inc. Class A
-1.72%
-$339,508.87 
MKC McCormick & Company, Incorporated
-1.72%
-$24,974.95 
LOW Lowe's Companies Inc.
-1.71%
-$6,302.52 
TMO Thermo Fisher Scientific Inc.
-1.69%
-$9,198.37 
FIS Fidelity National Information Services, Inc.
-1.64%
-$6,265 
TXN Texas Instruments Inc
-1.63%
-$6,944.1 
MA Mastercard Incorporated
-1.6%
-$21,875.23 
AXP American Express Company
-1.59%
-$180,477.08 
RACE Ferrari N.V.
-1.56%
-$4,855.76 
PAYX Paychex Inc.
-1.55%
-$85,413.3 
ICE Intercontinental Exchange, Inc.
-1.54%
-$7,665 
ADP Automatic Data Processing Inc.
-1.54%
-$90,498.45 
SHW The Sherwin-Williams Company
-1.44%
-$5,909.68 
PEP PepsiCo, Inc.
-1.42%
-$95,065.74 
SIRI Sirius XM Holdings Inc.
-1.34%
-$5,044.2 
INTU Intuit Inc.
-1.34%
-$38,615.2 
BDX Becton, Dickinson and Company
-1.24%
-$26,755.74 
NVDA NVIDIA Corporation
-1.23%
-$19,436.17 
MCD McDonald's Corporation
-1.2%
-$65,784.93 
HD The Home Depot, Inc.
-1.17%
-$20,141.76 
PPLT abrdn Physical Platinum Shares ETF
-1.16%
-$5,270 
CBZ CBIZ Inc.
-1.13%
-$7,769.7 
AMGN Amgen Inc.
-1.05%
-$50,833.65 
KDP Keurig Dr Pepper Inc.
-0.99%
-$27,948.36 
QQQ Invesco QQQ Trust, Series 1
-0.97%
-$4,446.64 
COST Costco Wholesale Corporation
-0.93%
-$21,080.83 
KTOS Kratos Defense & Security Solutions, Inc.
-0.81%
-$5,004.6 
PNC The PNC Financial Services Group, Inc.
-0.78%
-$4,951.61 
SCI Service Corporation International
-0.78%
-$6,818.14 
ASML ASML Holding N.V. New York Registry Shares
-0.7%
-$4,713.18 
MDT Medtronic plc
-0.67%
-$1,584.8 
IVV iShares Core S&P 500 ETF
-0.65%
-$2,469.43 
AMZN Amazon.com Inc
-0.64%
-$1,604.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.6%
-$29,400.13 
TT Trane Technologies plc
-0.57%
-$33,439.89 
SJM The J.M. Smucker Company
-0.53%
-$1,272 
AVGO Broadcom Inc.
-0.52%
-$12,765.13 
AAPL Apple Inc.
-0.46%
-$2,450.26 
AMP Ameriprise Financial, Inc.
-0.44%
-$8,012.63 
CL Colgate-Palmolive Company
-0.44%
-$7,924.48 
ANET Arista Networks, Inc.
-0.43%
-$2,190 
GPC Genuine Parts Company
-0.41%
-$4,489.68 
CARR Carrier Global Corporation
-0.41%
-$23,555.25 
MDLZ Mondelez International, Inc.
-0.34%
-$2,188.41 
APH Amphenol Corporation
-0.29%
-$868.05 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.29%
-$4,950 
PKG Packaging Corporation of America
-0.18%
-$3,964.38 
YUM Yum! Brands, Inc.
-0.14%
-$2,301.2 
DVY iShares Select Dividend ETF
-0.11%
-$243 
TJX The TJX Companies, Inc.
-0.07%
-$516.24 
SRE Sempra
-0.07%
-$663 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 485 | Longs Won 307/485 63% | Profit Factor 2.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $869,883.44 |
| Average Win $233,571.1 | Best Trade (Jul 17) $11.19M | Sharpe Ratio -15.14 |
| Average Loss -$151,072.14 | Worst Trade (Jul 15) -$8.29M | Z-Score 4.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 5d | Expectancy $92,403.07 |
| 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% | 0.09% |
| Consecutive Losing Trades | 1,818 | 1,636 | 1,455 | 1,273 | 1,091 | 909 | 727 | 545 | 364 | 182 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
