Loudon Investment Management
Latest statistics and disclosures from Loudon Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, XLK, EPD, QCOM, G, and represent 21.58% of Loudon Investment Management's stock portfolio.
- Added to shares of these 10 stocks: SLB, SCHD, BLK, O, TSLA, FLOT, CRWD, CMCSA, TAP, TROW.
- Started 5 new stock positions in CRWD, AMZN, TROW, BLK, TSLA.
- Reduced shares in these 10 stocks: PII, TGT, CLX, , INTC, ESS, BAX, , PSX, CCI.
- Sold out of its positions in BAX, BlackRock, INTC, PSX, PII, VRTX.
- Loudon Investment Management was a net seller of stock by $-1.3M.
- Loudon Investment Management has $176M in assets under management (AUM), dropping by -3.63%.
- Central Index Key (CIK): 0001597089
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Portfolio Holdings for Loudon Investment Management
Loudon Investment Management holds 96 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.6 | $12M | 28k | 421.50 |
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| Technology SPDR (XLK) | 4.2 | $7.4M | 32k | 232.52 |
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| Enterprise Products Partners (EPD) | 3.7 | $6.6M | 210k | 31.36 |
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| Qualcomm (QCOM) | 3.5 | $6.2M | 40k | 153.62 |
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| Genpact (G) | 3.5 | $6.2M | 144k | 42.95 |
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| Fastenal Company (FAST) | 3.3 | $5.8M | 81k | 71.91 |
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| Spdr S&p 500 Etf (SPY) | 3.1 | $5.5M | +3% | 9.4k | 586.08 |
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| Lowe's Companies (LOW) | 3.1 | $5.5M | 22k | 246.80 |
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| Truist Financial Corp equities (TFC) | 3.0 | $5.3M | 123k | 43.38 |
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| Illinois Tool Works (ITW) | 2.6 | $4.5M | 18k | 253.56 |
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| Cisco Systems (CSCO) | 2.5 | $4.4M | 75k | 59.20 |
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| Apple (AAPL) | 2.5 | $4.3M | 17k | 250.42 |
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| Comcast Corporation (CMCSA) | 2.4 | $4.1M | +5% | 111k | 37.53 |
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| Lincoln National Corporation (LNC) | 2.3 | $4.1M | 129k | 31.71 |
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| Essex Property Trust (ESS) | 2.3 | $4.0M | -9% | 14k | 285.44 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $3.9M | 16k | 239.71 |
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| Abbvie (ABBV) | 2.2 | $3.9M | 22k | 177.70 |
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| Stanley Black & Decker (SWK) | 2.2 | $3.8M | 48k | 80.29 |
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| Amgen (AMGN) | 2.0 | $3.6M | 14k | 260.64 |
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| Ameriprise Financial (AMP) | 1.8 | $3.2M | -3% | 6.0k | 532.43 |
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| Target Corporation (TGT) | 1.7 | $3.0M | -26% | 23k | 135.18 |
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| Digital Realty Trust (DLR) | 1.7 | $2.9M | -3% | 17k | 177.33 |
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| Caterpillar (CAT) | 1.6 | $2.9M | -2% | 8.0k | 362.76 |
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| Taiwan Semiconductor Mfg (TSM) | 1.6 | $2.8M | 14k | 197.49 |
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| U.S. Bancorp (USB) | 1.6 | $2.8M | -2% | 59k | 47.83 |
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| Cummins (CMI) | 1.5 | $2.6M | 7.3k | 348.60 |
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| Emerson Electric (EMR) | 1.4 | $2.5M | 20k | 123.93 |
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| American Tower Reit (AMT) | 1.3 | $2.3M | +8% | 13k | 183.41 |
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| Pentair cs (PNR) | 1.2 | $2.1M | 20k | 100.64 |
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| Verizon Communications (VZ) | 1.1 | $2.0M | 49k | 39.99 |
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| Deere & Company (DE) | 1.0 | $1.8M | 4.1k | 423.70 |
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| Archer Daniels Midland Company (ADM) | 1.0 | $1.7M | 34k | 50.52 |
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| Air Products & Chemicals (APD) | 0.9 | $1.6M | 5.5k | 290.04 |
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| Glacier Ban (GBCI) | 0.9 | $1.6M | 31k | 50.22 |
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| Schlumberger (SLB) | 0.9 | $1.6M | +749% | 41k | 38.34 |
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| AFLAC Incorporated (AFL) | 0.9 | $1.5M | 15k | 103.44 |
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| Pepsi (PEP) | 0.8 | $1.4M | +6% | 9.3k | 152.06 |
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| United Parcel Service (UPS) | 0.8 | $1.4M | -8% | 11k | 126.10 |
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| Automatic Data Processing (ADP) | 0.8 | $1.3M | 4.5k | 292.74 |
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| Merck & Co (MRK) | 0.8 | $1.3M | 13k | 99.48 |
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| Federal Realty Op Lp Sh Ben Int (FRT) | 0.7 | $1.2M | -5% | 11k | 111.95 |
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| Realty Income (O) | 0.7 | $1.2M | +47% | 22k | 53.41 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $1.1M | 2.3k | 485.94 |
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| Vanguard Total Stock Market ETF (VTI) | 0.6 | $1.0M | +5% | 3.6k | 289.81 |
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| Crown Castle Intl (CCI) | 0.6 | $975k | -15% | 11k | 90.76 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.5 | $960k | +10% | 12k | 78.01 |
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| Ishares Tr fltg rate nt (FLOT) | 0.5 | $911k | +36% | 18k | 50.88 |
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| Enbridge (ENB) | 0.5 | $889k | +8% | 21k | 42.43 |
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| Johnson & Johnson (JNJ) | 0.5 | $875k | 6.1k | 144.62 |
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| Schwab Strategic Tr us dividend eq (SCHD) | 0.5 | $848k | +266% | 31k | 27.32 |
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| Vanguard Short-Term Bond ETF (BSV) | 0.5 | $830k | +4% | 11k | 77.27 |
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| General Dynamics Corporation (GD) | 0.5 | $806k | -6% | 3.1k | 263.49 |
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| Pfizer (PFE) | 0.4 | $779k | -3% | 29k | 26.53 |
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| Bank of New York Mellon Corporation (BK) | 0.4 | $765k | 10k | 76.83 |
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| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.4 | $758k | 7.8k | 96.81 |
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| Public Storage (PSA) | 0.4 | $719k | 2.4k | 299.44 |
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| Abbott Laboratories (ABT) | 0.4 | $682k | 6.0k | 113.11 |
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| Molson Coors Brewing Company (TAP) | 0.4 | $671k | +51% | 12k | 57.32 |
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| Trade Desk (TTD) | 0.4 | $670k | 5.7k | 117.53 |
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| Vanguard REIT ETF (VNQ) | 0.4 | $650k | 7.3k | 89.08 |
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| Telus Ord (TU) | 0.3 | $611k | 45k | 13.56 |
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| Altria (MO) | 0.3 | $581k | 11k | 52.29 |
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| SYSCO Corporation (SYY) | 0.3 | $569k | 7.4k | 76.46 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.3 | $563k | +5% | 4.9k | 115.22 |
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| Essential Utils (WTRG) | 0.3 | $562k | 16k | 36.32 |
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| Extra Space Storage (EXR) | 0.3 | $552k | -2% | 3.7k | 149.60 |
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| Valero Energy Corporation (VLO) | 0.3 | $517k | 4.2k | 122.59 |
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| Blackrock (BLK) | 0.3 | $513k | NEW | 500.00 | 1025.11 |
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| Medtronic (MDT) | 0.3 | $444k | -26% | 5.6k | 79.88 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $421k | 3.9k | 107.57 |
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| Ecolab (ECL) | 0.2 | $419k | 1.8k | 234.32 |
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| Clorox Company (CLX) | 0.2 | $410k | -55% | 2.5k | 162.41 |
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| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.2 | $405k | -2% | 7.8k | 52.16 |
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| Procter & Gamble Company (PG) | 0.2 | $394k | 2.3k | 167.65 |
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| Proshares Tr S&p 500 Aristo (NOBL) | 0.2 | $386k | +9% | 3.9k | 99.55 |
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| Whirlpool Corporation (WHR) | 0.2 | $380k | 3.3k | 114.48 |
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| Financial Select Sector SPDR (XLF) | 0.2 | $374k | 7.7k | 48.33 |
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| Philip Morris International (PM) | 0.2 | $370k | 3.1k | 120.35 |
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| Invesco S&p 500 Equal Weight Etf (RSP) | 0.2 | $360k | +59% | 2.1k | 175.23 |
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| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $358k | +5% | 700.00 | 511.23 |
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| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $337k | +30% | 4.5k | 74.73 |
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| Paychex (PAYX) | 0.2 | $330k | 2.4k | 140.22 |
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| Cognizant Technology Solutions (CTSH) | 0.2 | $329k | 4.3k | 76.90 |
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| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.2 | $326k | 3.6k | 91.43 |
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| FedEx Corporation (FDX) | 0.2 | $297k | 1.1k | 281.33 |
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| SPDR S&P Dividend (SDY) | 0.2 | $287k | -27% | 2.2k | 132.10 |
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| Colgate-Palmolive Company (CL) | 0.2 | $272k | 3.0k | 90.91 |
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| Tesla Motors (TSLA) | 0.1 | $263k | NEW | 650.00 | 403.84 |
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| PPG Industries (PPG) | 0.1 | $248k | 2.1k | 119.45 |
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| NVIDIA Corporation (NVDA) | 0.1 | $243k | -2% | 1.8k | 134.29 |
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| Nextera Energy (NEE) | 0.1 | $233k | 3.3k | 71.69 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $231k | NEW | 675.00 | 342.16 |
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| ConocoPhillips (COP) | 0.1 | $216k | 2.2k | 99.17 |
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| T. Rowe Price (TROW) | 0.1 | $216k | NEW | 1.9k | 113.09 |
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| Amazon (AMZN) | 0.1 | $215k | NEW | 980.00 | 219.39 |
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| A. O. Smith Corporation (AOS) | 0.1 | $204k | -11% | 3.0k | 68.21 |
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Past Filings by Loudon Investment Management
SEC 13F filings are viewable for Loudon Investment Management going back to 2013
- Loudon Investment Management 2024 Q4 filed Feb. 11, 2025
- Loudon Investment Management 2024 Q3 filed Nov. 4, 2024
- Loudon Investment Management 2024 Q2 filed Aug. 6, 2024
- Loudon Investment Management 2024 Q1 filed May 8, 2024
- Loudon Investment Management 2023 Q4 restated filed Feb. 7, 2024
- Loudon Investment Management 2023 Q4 filed Feb. 6, 2024
- Loudon Investment Management 2023 Q3 filed Nov. 8, 2023
- Loudon Investment Management 2023 Q2 filed Aug. 9, 2023
- Loudon Investment Management 2023 Q1 filed May 2, 2023
- Loudon Investment Management 2022 Q4 filed Feb. 2, 2023
- Loudon Investment Management 2022 Q3 filed Nov. 8, 2022
- Loudon Investment Management 2022 Q2 filed Aug. 9, 2022
- Loudon Investment Management 2022 Q1 filed April 27, 2022
- Loudon Investment Management 2021 Q4 filed Jan. 31, 2022
- Loudon Investment Management 2021 Q3 filed Nov. 1, 2021
- Loudon Investment Management 2021 Q2 filed July 2, 2021