Loudon Investment Management
Latest statistics and disclosures from Loudon Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XLK, MSFT, CSCO, EPD, FAST, and represent 23.25% of Loudon Investment Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA, TMUS, ACN, XLK, MSFT, ADP, PAYX, FLOT, XLI, AMZN.
- Started 3 new stock positions in XLI, IWM, IWR.
- Reduced shares in these 10 stocks: CMI, , AMT, DPZ, MDT, NVO, CAT, TSM, XLB, LNC.
- Sold out of its positions in XLP, SHOP, MDT.
- Loudon Investment Management was a net buyer of stock by $1.7M.
- Loudon Investment Management has $204M in assets under management (AUM), dropping by 9.63%.
- Central Index Key (CIK): 0001597089
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Portfolio Holdings for Loudon Investment Management
Loudon Investment Management holds 95 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Technology SPDR (XLK) | 6.2 | $13M | +6% | 67k | 190.52 |
|
| Microsoft Corporation (MSFT) | 5.4 | $11M | +6% | 29k | 373.02 |
|
| Cisco Systems (CSCO) | 4.0 | $8.2M | -3% | 70k | 117.46 |
|
| Enterprise Products Partners (EPD) | 3.9 | $8.0M | 218k | 36.76 |
|
|
| Fastenal Company (FAST) | 3.7 | $7.6M | 157k | 48.03 |
|
|
| Caterpillar (CAT) | 3.7 | $7.5M | -5% | 7.0k | 1064.90 |
|
| Spdr S&p 500 Etf (SPY) | 3.3 | $6.8M | -2% | 9.0k | 746.77 |
|
| Truist Financial Corp equities (TFC) | 2.9 | $5.8M | 117k | 49.82 |
|
|
| Qualcomm (QCOM) | 2.7 | $5.6M | -4% | 30k | 184.79 |
|
| Taiwan Semiconductor Mfg (TSM) | 2.7 | $5.5M | -7% | 11k | 477.57 |
|
| Realty Income (O) | 2.7 | $5.4M | +4% | 88k | 61.96 |
|
| Abbvie (ABBV) | 2.5 | $5.0M | 20k | 251.64 |
|
|
| Metropcs Communications (TMUS) | 2.4 | $4.9M | +28% | 29k | 167.73 |
|
| Apple (AAPL) | 2.3 | $4.7M | 16k | 289.36 |
|
|
| Lowe's Companies (LOW) | 2.3 | $4.7M | 21k | 220.49 |
|
|
| Lincoln National Corporation (LNC) | 2.2 | $4.5M | -7% | 126k | 35.35 |
|
| JPMorgan Chase & Co. (JPM) | 2.1 | $4.3M | 13k | 327.33 |
|
|
| Cummins (CMI) | 2.0 | $4.1M | -19% | 5.7k | 713.21 |
|
| Nextera Energy (NEE) | 1.9 | $3.9M | 44k | 87.77 |
|
|
| NVIDIA Corporation (NVDA) | 1.9 | $3.8M | +308% | 19k | 200.09 |
|
| Genpact (G) | 1.9 | $3.8M | -5% | 138k | 27.50 |
|
| Illinois Tool Works (ITW) | 1.8 | $3.7M | 14k | 270.47 |
|
|
| U.S. Bancorp (USB) | 1.7 | $3.6M | 59k | 60.40 |
|
|
| Emerson Electric (EMR) | 1.4 | $2.9M | 20k | 143.15 |
|
|
| Automatic Data Processing (ADP) | 1.4 | $2.8M | +29% | 12k | 223.95 |
|
| Digital Realty Trust (DLR) | 1.3 | $2.7M | 15k | 179.58 |
|
|
| Deere & Company (DE) | 1.3 | $2.6M | 4.0k | 634.33 |
|
|
| Abbott Laboratories (ABT) | 1.0 | $2.1M | -6% | 23k | 90.74 |
|
| Ameriprise Financial (AMP) | 1.0 | $2.0M | -3% | 4.5k | 458.76 |
|
| Accenture (ACN) | 1.0 | $2.0M | +73% | 16k | 124.44 |
|
| American Tower Reit (AMT) | 1.0 | $2.0M | -22% | 12k | 163.57 |
|
| Ishares Tr fltg rate nt (FLOT) | 0.9 | $1.8M | +28% | 36k | 51.05 |
|
| Novo Nordisk A/S (NVO) | 0.8 | $1.7M | -21% | 35k | 47.94 |
|
| Merck & Co (MRK) | 0.8 | $1.6M | 13k | 128.50 |
|
|
| Enbridge (ENB) | 0.8 | $1.6M | 30k | 54.21 |
|
|
| Glacier Ban (GBCI) | 0.8 | $1.6M | 31k | 51.58 |
|
|
| Pentair cs (PNR) | 0.8 | $1.6M | +3% | 21k | 76.66 |
|
| Domino's Pizza (DPZ) | 0.8 | $1.6M | -24% | 5.3k | 296.04 |
|
| Prologis (PLD) | 0.8 | $1.5M | 11k | 135.47 |
|
|
| Amgen (AMGN) | 0.8 | $1.5M | -16% | 4.2k | 362.12 |
|
| Paychex (PAYX) | 0.7 | $1.5M | +47% | 15k | 98.33 |
|
| Johnson & Johnson (JNJ) | 0.7 | $1.4M | -2% | 5.6k | 253.97 |
|
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.6 | $1.3M | +10% | 16k | 79.03 |
|
| Bank of New York Mellon Corporation (BNY) | 0.6 | $1.2M | -9% | 8.3k | 144.61 |
|
| Vanguard Total Stock Market ETF (VTI) | 0.6 | $1.2M | 3.2k | 370.04 |
|
|
| iShares S&P SmallCap 600 Index (IJR) | 0.6 | $1.2M | +9% | 8.0k | 148.31 |
|
| Lockheed Martin Corporation (LMT) | 0.6 | $1.2M | 2.3k | 509.46 |
|
|
| Stanley Black & Decker (SWK) | 0.6 | $1.2M | -20% | 12k | 94.12 |
|
| Valero Energy Corporation (VLO) | 0.5 | $1.1M | 4.2k | 260.44 |
|
|
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.5 | $1.1M | +11% | 5.0k | 212.77 |
|
| General Dynamics Corporation (GD) | 0.5 | $1.0M | 2.9k | 354.24 |
|
|
| Vanguard Short-Term Bond ETF (BSV) | 0.5 | $956k | +13% | 12k | 77.91 |
|
| AFLAC Incorporated (AFL) | 0.5 | $935k | -9% | 8.0k | 117.25 |
|
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.5 | $924k | 8.6k | 107.13 |
|
|
| UGI Corporation (UGI) | 0.4 | $903k | -10% | 26k | 34.54 |
|
| Pepsi (PEP) | 0.4 | $837k | 6.2k | 135.40 |
|
|
| Altria (MO) | 0.4 | $814k | 11k | 71.95 |
|
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| Public Storage (PSA) | 0.4 | $764k | 2.4k | 318.31 |
|
|
| Vanguard REIT ETF (VNQ) | 0.3 | $708k | 7.3k | 96.43 |
|
|
| Energy Select Sector SPDR (XLE) | 0.3 | $702k | -7% | 13k | 53.11 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $691k | 3.6k | 189.73 |
|
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.3 | $651k | +4% | 884.00 | 736.40 |
|
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.3 | $628k | +4% | 8.3k | 76.11 |
|
| Marsh & McLennan Companies (MRSH) | 0.3 | $600k | 3.6k | 166.67 |
|
|
| Essential Utils (WTRG) | 0.3 | $592k | 16k | 38.31 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $581k | -2% | 4.2k | 136.72 |
|
| SYSCO Corporation (SYY) | 0.3 | $581k | -6% | 6.9k | 83.58 |
|
| SJW (HTO) | 0.3 | $561k | +48% | 9.2k | 60.77 |
|
| Archer Daniels Midland Company (ADM) | 0.3 | $529k | 6.9k | 76.40 |
|
|
| Alphabet Inc Class C cs (GOOG) | 0.3 | $528k | +4% | 1.5k | 353.33 |
|
| Amazon (AMZN) | 0.3 | $528k | +97% | 2.2k | 238.34 |
|
| Blackrock (BLK) | 0.3 | $515k | +13% | 536.00 | 961.56 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.3 | $515k | 675.00 | 763.14 |
|
|
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $489k | +3% | 6.4k | 76.70 |
|
| Goldman Sachs (GS) | 0.2 | $459k | -6% | 454.00 | 1011.37 |
|
| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.2 | $421k | -5% | 4.6k | 91.64 |
|
| Schwab Strategic Tr us dividend eq (SCHD) | 0.2 | $419k | 13k | 31.71 |
|
|
| Ecolab (ECL) | 0.2 | $411k | 1.5k | 278.61 |
|
|
| Wec Energy Group (WEC) | 0.2 | $391k | -35% | 3.4k | 116.77 |
|
| Industrial SPDR (XLI) | 0.2 | $361k | NEW | 2.0k | 185.23 |
|
| Materials SPDR (XLB) | 0.2 | $335k | -52% | 6.6k | 50.83 |
|
| International Business Machines (IBM) | 0.2 | $314k | -18% | 1.1k | 281.21 |
|
| FedEx Corporation (FDX) | 0.2 | $313k | 1.0k | 313.13 |
|
|
| Tesla Motors (TSLA) | 0.1 | $280k | 665.00 | 420.60 |
|
|
| Proshares Tr S&p 500 Aristo (NOBL) | 0.1 | $273k | +78% | 4.9k | 56.16 |
|
| Phillips 66 (PSX) | 0.1 | $258k | 1.5k | 169.05 |
|
|
| Extra Space Storage (EXR) | 0.1 | $257k | -20% | 1.8k | 145.30 |
|
| Vanguard Europe Pacific ETF (VEA) | 0.1 | $246k | 3.5k | 71.25 |
|
|
| Federal Realty Op Lp Sh Ben Int (FRT) | 0.1 | $246k | -10% | 2.0k | 123.44 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $241k | 485.00 | 496.73 |
|
|
| ConocoPhillips (COP) | 0.1 | $227k | 2.2k | 103.96 |
|
|
| Chevron Corporation (CVX) | 0.1 | $221k | +17% | 1.3k | 165.76 |
|
| iShares Russell 2000 Index (IWM) | 0.1 | $218k | NEW | 724.00 | 300.45 |
|
| iShares Russell Midcap Index Fund (IWR) | 0.1 | $204k | NEW | 1.9k | 110.32 |
|
| Telus Ord (TU) | 0.1 | $188k | -22% | 18k | 10.57 |
|
Past Filings by Loudon Investment Management
SEC 13F filings are viewable for Loudon Investment Management going back to 2013
- Loudon Investment Management 2026 Q2 filed Aug. 14, 2026
- Loudon Investment Management 2026 Q1 filed May 11, 2026
- 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