Loudon Investment Management
Latest statistics and disclosures from Loudon Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, XLK, FAST, EPD, SPY, and represent 23.28% of Loudon Investment Management's stock portfolio.
- Added to shares of these 10 stocks: TMUS, DPZ, NVO, NEE, XLY, XLK, XLC, GOOG, PAYX, SHOP.
- Started 5 new stock positions in COP, XLY, SHOP, GOOG, PSX.
- Reduced shares in these 10 stocks: VZ, APD, SLB, PM, AMGN, , SWK, UPS, IBM, CMCSA.
- Sold out of its positions in CLX, TAP, PPG, PM, SDY, SLB, XLI, TGT, UPS, VRTX.
- Loudon Investment Management was a net seller of stock by $-68k.
- Loudon Investment Management has $191M in assets under management (AUM), dropping by 5.63%.
- Central Index Key (CIK): 0001597089
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Portfolio Holdings for Loudon Investment Management
Loudon Investment Management holds 94 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.3 | $14M | 27k | 517.95 |
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| Technology SPDR (XLK) | 5.0 | $9.6M | +4% | 34k | 281.86 |
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| Fastenal Company (FAST) | 4.1 | $7.8M | 159k | 49.04 |
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| Enterprise Products Partners (EPD) | 3.6 | $6.8M | 217k | 31.27 |
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| Spdr S&p 500 Etf (SPY) | 3.3 | $6.3M | 9.5k | 666.18 |
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| Genpact (G) | 3.2 | $6.1M | 145k | 41.89 |
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| Lincoln National Corporation (LNC) | 2.9 | $5.6M | 140k | 40.33 |
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| Truist Financial Corp equities (TFC) | 2.9 | $5.5M | -3% | 121k | 45.72 |
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| Qualcomm (QCOM) | 2.9 | $5.5M | 33k | 166.36 |
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| Lowe's Companies (LOW) | 2.9 | $5.5M | 22k | 251.31 |
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| Metropcs Communications (TMUS) | 2.6 | $5.0M | +174% | 21k | 239.38 |
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| Cisco Systems (CSCO) | 2.6 | $5.0M | 73k | 68.42 |
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| Abbvie (ABBV) | 2.5 | $4.8M | 21k | 231.54 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $4.3M | 14k | 315.43 |
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| Apple (AAPL) | 2.3 | $4.3M | 17k | 254.63 |
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| Taiwan Semiconductor Mfg (TSM) | 2.1 | $4.0M | 15k | 279.29 |
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| Illinois Tool Works (ITW) | 2.0 | $3.8M | 14k | 260.76 |
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| Caterpillar (CAT) | 2.0 | $3.8M | 7.9k | 477.15 |
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| Abbott Laboratories (ABT) | 1.8 | $3.4M | +4% | 25k | 133.94 |
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| Nextera Energy (NEE) | 1.7 | $3.2M | +30% | 42k | 75.49 |
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| Cummins (CMI) | 1.7 | $3.2M | 7.5k | 422.37 |
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| Essex Property Trust (ESS) | 1.7 | $3.2M | -7% | 12k | 267.66 |
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| Novo Nordisk A/S (NVO) | 1.6 | $3.1M | +47% | 55k | 55.49 |
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| American Tower Reit (AMT) | 1.5 | $2.9M | +3% | 15k | 192.32 |
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| Digital Realty Trust (DLR) | 1.5 | $2.8M | 16k | 172.88 |
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| Domino's Pizza (DPZ) | 1.5 | $2.8M | +64% | 6.5k | 431.71 |
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| U.S. Bancorp (USB) | 1.5 | $2.8M | 58k | 48.33 |
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| Emerson Electric (EMR) | 1.4 | $2.6M | 20k | 131.18 |
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| Ameriprise Financial (AMP) | 1.2 | $2.3M | 4.7k | 491.25 |
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| Pentair cs (PNR) | 1.2 | $2.3M | 20k | 110.76 |
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| Deere & Company (DE) | 1.0 | $1.8M | 4.0k | 457.26 |
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| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.9 | $1.7M | +30% | 15k | 118.37 |
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| Automatic Data Processing (ADP) | 0.9 | $1.7M | +17% | 5.8k | 293.50 |
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| Ishares Tr fltg rate nt (FLOT) | 0.9 | $1.7M | +14% | 32k | 51.09 |
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| Realty Income (O) | 0.9 | $1.6M | +2% | 27k | 60.79 |
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| Stanley Black & Decker (SWK) | 0.8 | $1.6M | -23% | 21k | 74.33 |
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| UGI Corporation (UGI) | 0.8 | $1.6M | -11% | 47k | 33.26 |
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| Amgen (AMGN) | 0.8 | $1.5M | -28% | 5.5k | 282.20 |
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| Glacier Ban (GBCI) | 0.8 | $1.5M | 31k | 48.67 |
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| Enbridge (ENB) | 0.8 | $1.5M | 30k | 50.46 |
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| Prologis (PLD) | 0.7 | $1.3M | +20% | 11k | 114.52 |
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| Paychex (PAYX) | 0.6 | $1.2M | +33% | 9.6k | 126.76 |
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| AFLAC Incorporated (AFL) | 0.6 | $1.1M | -17% | 9.8k | 111.70 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $1.1M | 2.2k | 499.21 |
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| Vanguard Total Stock Market ETF (VTI) | 0.6 | $1.1M | 3.2k | 328.17 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.1M | -4% | 5.7k | 185.42 |
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| General Dynamics Corporation (GD) | 0.5 | $1.0M | +5% | 2.9k | 341.00 |
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| Bank of New York Mellon Corporation (BK) | 0.5 | $1000k | -2% | 9.2k | 108.96 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.5 | $985k | 12k | 79.93 |
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| Merck & Co (MRK) | 0.5 | $978k | +15% | 12k | 83.93 |
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| Air Products & Chemicals (APD) | 0.5 | $892k | -54% | 3.3k | 272.72 |
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| Pepsi (PEP) | 0.5 | $869k | -17% | 6.2k | 140.44 |
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| Vanguard Short-Term Bond ETF (BSV) | 0.4 | $854k | 11k | 78.91 |
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| NVIDIA Corporation (NVDA) | 0.4 | $843k | +3% | 4.5k | 186.58 |
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| International Business Machines (IBM) | 0.4 | $770k | -30% | 2.7k | 282.16 |
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| Altria (MO) | 0.4 | $762k | 12k | 66.06 |
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| Valero Energy Corporation (VLO) | 0.4 | $718k | 4.2k | 170.26 |
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| Telus Ord (TU) | 0.4 | $709k | 45k | 15.77 |
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| Public Storage (PSA) | 0.4 | $693k | 2.4k | 288.85 |
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| Consumer Discretionary SPDR (XLY) | 0.4 | $690k | NEW | 2.9k | 239.64 |
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| Vanguard REIT ETF (VNQ) | 0.3 | $667k | 7.3k | 91.42 |
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| Schwab Strategic Tr us dividend eq (SCHD) | 0.3 | $664k | -21% | 24k | 27.30 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.3 | $629k | +5% | 5.3k | 118.83 |
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| Wec Energy Group (WEC) | 0.3 | $628k | -28% | 5.5k | 114.59 |
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| Essential Utils (WTRG) | 0.3 | $617k | 16k | 39.90 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $614k | 3.7k | 167.33 |
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| SYSCO Corporation (SYY) | 0.3 | $613k | 7.4k | 82.34 |
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| Medtronic (MDT) | 0.3 | $601k | 6.3k | 95.24 |
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| Invesco S&p 500 Equal Weight Etf (RSP) | 0.3 | $557k | +6% | 2.9k | 189.70 |
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| Blackrock (BLK) | 0.3 | $549k | 471.00 | 1165.87 |
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| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.3 | $502k | 7.7k | 65.01 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $487k | 4.3k | 112.75 |
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| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $440k | +2% | 733.00 | 600.37 |
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| Financial Select Sector SPDR (XLF) | 0.2 | $417k | 7.7k | 53.87 |
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| Archer Daniels Midland Company (ADM) | 0.2 | $414k | -9% | 6.9k | 59.74 |
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| Ecolab (ECL) | 0.2 | $404k | -17% | 1.5k | 273.86 |
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| Goldman Sachs (GS) | 0.2 | $385k | 484.00 | 796.35 |
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| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $366k | +2% | 4.7k | 78.09 |
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| Verizon Communications (VZ) | 0.2 | $358k | -76% | 8.1k | 43.95 |
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| Federal Realty Op Lp Sh Ben Int (FRT) | 0.2 | $354k | -43% | 3.5k | 101.31 |
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| Alphabet Inc Class C cs (GOOG) | 0.2 | $347k | NEW | 1.4k | 243.55 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $331k | 675.00 | 490.38 |
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| Extra Space Storage (EXR) | 0.2 | $312k | 2.2k | 140.94 |
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| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.2 | $304k | 3.3k | 91.75 |
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| Proshares Tr S&p 500 Aristo (NOBL) | 0.2 | $296k | -3% | 2.9k | 103.07 |
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| Tesla Motors (TSLA) | 0.2 | $289k | 650.00 | 444.72 |
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| Shopify Inc cl a (SHOP) | 0.1 | $253k | NEW | 1.7k | 148.61 |
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| FedEx Corporation (FDX) | 0.1 | $248k | 1.1k | 235.81 |
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| Amazon (AMZN) | 0.1 | $247k | 1.1k | 219.57 |
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| Comcast Corporation (CMCSA) | 0.1 | $237k | -58% | 7.6k | 31.42 |
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| Trade Desk (TTD) | 0.1 | $230k | 4.7k | 49.01 |
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| Vanguard Europe Pacific ETF (VEA) | 0.1 | $210k | 3.5k | 59.92 |
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| Phillips 66 (PSX) | 0.1 | $208k | NEW | 1.5k | 136.02 |
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| ConocoPhillips (COP) | 0.1 | $206k | NEW | 2.2k | 94.59 |
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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 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
- Loudon Investment Management 2022 Q1 filed April 27, 2022