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, G, SPY, and represent 22.47% of Loudon Investment Management's stock portfolio.
- Added to shares of these 10 stocks: XLK, ACN, O, XLV, XLE, DPZ, HTO, BIL, IJR, VRTX.
- Started 5 new stock positions in VRTX, XLE, ACN, HTO, XLV.
- Reduced shares in these 10 stocks: ESS, TMUS, XLC, , APD, UGI, SWK, VZ, SCHD, FLOT.
- Sold out of its positions in CMCSA, ESS, PSX, XLY, TTD, VZ.
- Loudon Investment Management was a net buyer of stock by $4.4M.
- Loudon Investment Management has $191M in assets under management (AUM), dropping by 0.24%.
- Central Index Key (CIK): 0001597089
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Portfolio Holdings for Loudon Investment Management
Loudon Investment Management holds 93 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.9 | $13M | 27k | 483.62 |
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| Technology SPDR (XLK) | 5.0 | $9.7M | +97% | 67k | 143.97 |
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| Enterprise Products Partners (EPD) | 3.6 | $7.0M | 218k | 32.06 |
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| Genpact (G) | 3.6 | $6.8M | 145k | 46.78 |
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| Spdr S&p 500 Etf (SPY) | 3.3 | $6.4M | 9.4k | 681.92 |
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| Fastenal Company (FAST) | 3.3 | $6.4M | 159k | 40.13 |
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| Lincoln National Corporation (LNC) | 3.2 | $6.0M | -2% | 136k | 44.53 |
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| Truist Financial Corp equities (TFC) | 3.1 | $5.9M | 121k | 49.21 |
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| Qualcomm (QCOM) | 2.9 | $5.6M | 33k | 171.05 |
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| Cisco Systems (CSCO) | 2.9 | $5.5M | 72k | 77.03 |
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| Lowe's Companies (LOW) | 2.7 | $5.2M | 21k | 241.16 |
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| Abbvie (ABBV) | 2.5 | $4.7M | 21k | 228.49 |
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| Realty Income (O) | 2.4 | $4.7M | +209% | 83k | 56.37 |
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| Apple (AAPL) | 2.4 | $4.6M | 17k | 271.86 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $4.4M | 14k | 322.22 |
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| Caterpillar (CAT) | 2.2 | $4.3M | -5% | 7.5k | 572.87 |
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| Taiwan Semiconductor Mfg (TSM) | 2.2 | $4.2M | -3% | 14k | 303.89 |
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| Cummins (CMI) | 1.9 | $3.7M | -4% | 7.2k | 510.45 |
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| Nextera Energy (NEE) | 1.9 | $3.5M | +4% | 44k | 80.28 |
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| Illinois Tool Works (ITW) | 1.7 | $3.3M | -5% | 14k | 246.30 |
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| Domino's Pizza (DPZ) | 1.7 | $3.3M | +21% | 7.9k | 416.82 |
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| Accenture (ACN) | 1.7 | $3.2M | NEW | 12k | 268.30 |
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| U.S. Bancorp (USB) | 1.6 | $3.1M | 59k | 53.36 |
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| Metropcs Communications (TMUS) | 1.6 | $3.1M | -27% | 15k | 203.04 |
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| Abbott Laboratories (ABT) | 1.6 | $3.1M | -4% | 24k | 125.29 |
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| Emerson Electric (EMR) | 1.4 | $2.7M | 20k | 132.72 |
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| American Tower Reit (AMT) | 1.4 | $2.6M | -2% | 15k | 175.57 |
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| Novo Nordisk A/S (NVO) | 1.3 | $2.6M | -9% | 50k | 50.88 |
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| Digital Realty Trust (DLR) | 1.2 | $2.4M | -5% | 15k | 154.71 |
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| Ameriprise Financial (AMP) | 1.2 | $2.3M | 4.6k | 490.34 |
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| Pentair cs (PNR) | 1.1 | $2.1M | 20k | 104.14 |
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| Deere & Company (DE) | 1.0 | $1.9M | 4.0k | 465.57 |
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| Amgen (AMGN) | 0.9 | $1.7M | -3% | 5.3k | 327.31 |
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| Automatic Data Processing (ADP) | 0.9 | $1.6M | +9% | 6.3k | 257.23 |
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| Prologis (PLD) | 0.8 | $1.5M | 11k | 127.66 |
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| Enbridge (ENB) | 0.7 | $1.4M | 30k | 47.83 |
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| Glacier Ban (GBCI) | 0.7 | $1.4M | 31k | 44.05 |
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| Ishares Tr fltg rate nt (FLOT) | 0.7 | $1.4M | -16% | 27k | 50.86 |
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| Merck & Co (MRK) | 0.7 | $1.3M | +9% | 13k | 105.26 |
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| UGI Corporation (UGI) | 0.7 | $1.3M | -24% | 36k | 37.43 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.2M | 5.7k | 206.95 |
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| Stanley Black & Decker (SWK) | 0.6 | $1.2M | -26% | 16k | 74.28 |
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| Paychex (PAYX) | 0.6 | $1.1M | +4% | 10k | 112.18 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $1.1M | +5% | 2.3k | 483.67 |
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| Vanguard Total Stock Market ETF (VTI) | 0.6 | $1.1M | 3.3k | 335.27 |
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| Bank of New York Mellon Corporation (BK) | 0.6 | $1.1M | 9.2k | 116.09 |
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| Health Care SPDR (XLV) | 0.5 | $1.0M | NEW | 6.7k | 154.80 |
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| AFLAC Incorporated (AFL) | 0.5 | $1.0M | -5% | 9.3k | 110.27 |
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| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.5 | $1.0M | -40% | 8.6k | 117.72 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.5 | $1.0M | +3% | 13k | 79.73 |
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| General Dynamics Corporation (GD) | 0.5 | $988k | 2.9k | 336.66 |
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| Pepsi (PEP) | 0.5 | $888k | 6.2k | 143.52 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.5 | $877k | +37% | 7.3k | 120.18 |
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| Vanguard Short-Term Bond ETF (BSV) | 0.4 | $851k | 11k | 78.81 |
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| NVIDIA Corporation (NVDA) | 0.4 | $843k | 4.5k | 186.50 |
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| International Business Machines (IBM) | 0.4 | $808k | 2.7k | 296.21 |
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| Invesco S&p 500 Equal Weight Etf (RSP) | 0.4 | $725k | +28% | 3.8k | 191.56 |
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| Valero Energy Corporation (VLO) | 0.4 | $687k | 4.2k | 162.79 |
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| Energy Select Sector SPDR (XLE) | 0.4 | $677k | NEW | 15k | 44.71 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $673k | 3.7k | 183.40 |
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| Altria (MO) | 0.3 | $665k | 12k | 57.66 |
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| Vanguard REIT ETF (VNQ) | 0.3 | $650k | 7.3k | 88.49 |
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| Public Storage (PSA) | 0.3 | $623k | 2.4k | 259.50 |
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| Essential Utils (WTRG) | 0.3 | $593k | 16k | 38.36 |
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| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.3 | $557k | +83% | 6.1k | 91.38 |
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| SYSCO Corporation (SYY) | 0.3 | $549k | 7.4k | 73.69 |
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| Wec Energy Group (WEC) | 0.3 | $546k | -5% | 5.2k | 105.46 |
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| Medtronic (MDT) | 0.3 | $545k | -10% | 5.7k | 96.06 |
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| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.3 | $531k | +2% | 7.9k | 67.13 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $519k | 4.3k | 120.34 |
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| Blackrock (BLK) | 0.3 | $504k | 471.00 | 1070.34 |
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| Telus Ord (TU) | 0.3 | $502k | -15% | 38k | 13.17 |
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| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $463k | +2% | 753.00 | 614.31 |
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| Alphabet Inc Class C cs (GOOG) | 0.2 | $447k | 1.4k | 313.80 |
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| Goldman Sachs (GS) | 0.2 | $425k | 484.00 | 879.00 |
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| Financial Select Sector SPDR (XLF) | 0.2 | $424k | 7.7k | 54.77 |
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| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $399k | +9% | 5.1k | 77.88 |
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| Archer Daniels Midland Company (ADM) | 0.2 | $398k | 6.9k | 57.49 |
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| Ecolab (ECL) | 0.2 | $388k | 1.5k | 262.52 |
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| Schwab Strategic Tr us dividend eq (SCHD) | 0.2 | $360k | -46% | 13k | 27.43 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $316k | 675.00 | 468.76 |
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| FedEx Corporation (FDX) | 0.2 | $303k | 1.1k | 288.86 |
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| Tesla Motors (TSLA) | 0.2 | $292k | 650.00 | 449.72 |
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| Extra Space Storage (EXR) | 0.2 | $288k | 2.2k | 130.22 |
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| Proshares Tr S&p 500 Aristo (NOBL) | 0.1 | $283k | -5% | 2.7k | 104.07 |
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| Shopify Inc cl a (SHOP) | 0.1 | $274k | 1.7k | 160.97 |
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| Air Products & Chemicals (APD) | 0.1 | $271k | -66% | 1.1k | 247.02 |
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| SJW (HTO) | 0.1 | $267k | NEW | 5.5k | 48.99 |
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| Amazon (AMZN) | 0.1 | $259k | 1.1k | 230.82 |
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| Federal Realty Op Lp Sh Ben Int (FRT) | 0.1 | $223k | -36% | 2.2k | 100.80 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $220k | NEW | 485.00 | 453.36 |
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| Vanguard Europe Pacific ETF (VEA) | 0.1 | $219k | 3.5k | 62.47 |
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| ConocoPhillips (COP) | 0.1 | $204k | 2.2k | 93.61 |
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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 2025 Q4 filed Feb. 12, 2026
- Loudon Investment Management 2025 Q3 filed Nov. 14, 2025
- Loudon Investment Management 2025 Q2 filed July 18, 2025
- Loudon Investment Management 2025 Q1 filed May 6, 2025
- 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