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, FAST, SPY, and represent 21.57% of Loudon Investment Management's stock portfolio.
- Added to shares of these 10 stocks: TMUS, XLB, XLP, ADP, MRSH, PSX, CVX, VCSH, RSP, MSFT.
- Started 5 new stock positions in CVX, MRSH, PSX, XLB, XLP.
- Reduced shares in these 10 stocks: , XLK, TSM, ACN, , IBM, DPZ, APD, UGI, NVO.
- Sold out of its positions in APD, XLV, XLF.
- Loudon Investment Management was a net seller of stock by $-129k.
- Loudon Investment Management has $186M in assets under management (AUM), dropping by -2.93%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.5 | $10M | 28k | 370.17 |
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| Technology SPDR (XLK) | 4.5 | $8.3M | -6% | 62k | 132.90 |
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| Enterprise Products Partners (EPD) | 4.4 | $8.2M | 218k | 37.84 |
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| Fastenal Company (FAST) | 3.9 | $7.3M | 158k | 46.40 |
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| Spdr S&p 500 Etf (SPY) | 3.2 | $6.0M | 9.3k | 650.34 |
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| Cisco Systems (CSCO) | 3.0 | $5.6M | 72k | 77.59 |
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| Truist Financial Corp equities (TFC) | 2.9 | $5.5M | 119k | 45.97 |
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| Genpact (G) | 2.9 | $5.4M | 145k | 37.25 |
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| Caterpillar (CAT) | 2.8 | $5.3M | 7.4k | 708.46 |
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| Realty Income (O) | 2.8 | $5.1M | 84k | 61.18 |
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| Lowe's Companies (LOW) | 2.7 | $5.0M | 21k | 236.28 |
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| Lincoln National Corporation (LNC) | 2.6 | $4.8M | 136k | 35.50 |
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| Metropcs Communications (TMUS) | 2.6 | $4.8M | +50% | 23k | 210.03 |
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| Abbvie (ABBV) | 2.4 | $4.4M | -2% | 20k | 217.49 |
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| Apple (AAPL) | 2.3 | $4.2M | -2% | 17k | 253.79 |
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| Taiwan Semiconductor Mfg (TSM) | 2.2 | $4.2M | -11% | 12k | 337.95 |
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| Nextera Energy (NEE) | 2.2 | $4.1M | 44k | 92.88 |
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| Qualcomm (QCOM) | 2.2 | $4.1M | -2% | 32k | 128.78 |
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| Cummins (CMI) | 2.1 | $3.9M | 7.2k | 538.02 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $3.8M | -4% | 13k | 294.16 |
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| Illinois Tool Works (ITW) | 1.9 | $3.6M | 14k | 260.29 |
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| U.S. Bancorp (USB) | 1.6 | $3.1M | 59k | 52.01 |
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| Digital Realty Trust (DLR) | 1.5 | $2.8M | 15k | 180.21 |
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| American Tower Reit (AMT) | 1.4 | $2.6M | +3% | 15k | 172.58 |
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| Emerson Electric (EMR) | 1.4 | $2.6M | 20k | 131.02 |
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| Domino's Pizza (DPZ) | 1.4 | $2.5M | -10% | 7.1k | 358.79 |
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| Abbott Laboratories (ABT) | 1.4 | $2.5M | 25k | 102.67 |
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| Deere & Company (DE) | 1.2 | $2.3M | 4.0k | 563.30 |
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| Ameriprise Financial (AMP) | 1.1 | $2.1M | 4.6k | 444.40 |
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| Automatic Data Processing (ADP) | 1.0 | $1.9M | +50% | 9.5k | 203.18 |
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| Accenture (ACN) | 1.0 | $1.9M | -21% | 9.5k | 198.29 |
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| Amgen (AMGN) | 1.0 | $1.8M | -3% | 5.1k | 351.85 |
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| Pentair cs (PNR) | 1.0 | $1.8M | 20k | 87.11 |
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| Novo Nordisk A/S (NVO) | 0.9 | $1.6M | -10% | 45k | 36.75 |
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| Enbridge (ENB) | 0.9 | $1.6M | 30k | 54.14 |
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| Merck & Co (MRK) | 0.8 | $1.5M | 13k | 120.29 |
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| Prologis (PLD) | 0.8 | $1.5M | 11k | 132.18 |
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| Ishares Tr fltg rate nt (FLOT) | 0.8 | $1.4M | +3% | 28k | 50.95 |
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| Glacier Ban (GBCI) | 0.8 | $1.4M | 31k | 44.67 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.4M | 5.7k | 244.44 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $1.4M | 2.3k | 604.39 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.6 | $1.1M | +14% | 15k | 79.27 |
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| Stanley Black & Decker (SWK) | 0.6 | $1.1M | -2% | 15k | 71.06 |
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| Bank of New York Mellon Corporation (BK) | 0.6 | $1.1M | 9.2k | 118.63 |
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| UGI Corporation (UGI) | 0.6 | $1.1M | -17% | 29k | 36.42 |
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| Vanguard Total Stock Market ETF (VTI) | 0.6 | $1.0M | 3.3k | 320.81 |
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| Valero Energy Corporation (VLO) | 0.6 | $1.0M | 4.2k | 247.08 |
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| General Dynamics Corporation (GD) | 0.5 | $1.0M | 2.9k | 343.22 |
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| AFLAC Incorporated (AFL) | 0.5 | $966k | -5% | 8.8k | 109.71 |
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| Pepsi (PEP) | 0.5 | $961k | 6.2k | 155.29 |
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| Paychex (PAYX) | 0.5 | $956k | +3% | 10k | 92.12 |
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| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.5 | $955k | 8.6k | 110.86 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.5 | $906k | 7.3k | 124.31 |
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| Energy Select Sector SPDR (XLE) | 0.5 | $879k | -5% | 14k | 61.26 |
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| Invesco S&p 500 Equal Weight Etf (RSP) | 0.5 | $855k | +17% | 4.5k | 191.92 |
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| Vanguard Short-Term Bond ETF (BSV) | 0.5 | $847k | 11k | 78.41 |
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| NVIDIA Corporation (NVDA) | 0.4 | $814k | +3% | 4.7k | 174.40 |
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| Altria (MO) | 0.4 | $761k | 12k | 65.99 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $737k | 4.3k | 169.66 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $702k | 3.6k | 192.90 |
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| Materials SPDR (XLB) | 0.4 | $695k | NEW | 14k | 49.97 |
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| Consumer Staples Select Sect. SPDR (XLP) | 0.4 | $695k | NEW | 8.5k | 81.98 |
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| Vanguard REIT ETF (VNQ) | 0.4 | $652k | 7.3k | 88.70 |
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| Public Storage (PSA) | 0.3 | $650k | 2.4k | 270.88 |
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| Marsh & McLennan Companies (MRSH) | 0.3 | $624k | NEW | 3.6k | 173.45 |
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| Essential Utils (WTRG) | 0.3 | $623k | 16k | 40.27 |
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| Wec Energy Group (WEC) | 0.3 | $600k | 5.2k | 115.77 |
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| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.3 | $543k | 7.9k | 68.47 |
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| SYSCO Corporation (SYY) | 0.3 | $531k | 7.4k | 71.33 |
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| Archer Daniels Midland Company (ADM) | 0.3 | $503k | 6.9k | 72.69 |
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| Medtronic (MDT) | 0.3 | $492k | 5.7k | 86.65 |
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| Invesco Qqq Trust Series 1 (QQQ) | 0.3 | $489k | +12% | 847.00 | 577.18 |
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| Vanguard Intermediate-Term Bond ETF (BIV) | 0.3 | $473k | +19% | 6.1k | 77.18 |
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| Blackrock (BLK) | 0.2 | $453k | 471.00 | 961.71 |
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| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.2 | $448k | -19% | 4.9k | 91.64 |
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| Goldman Sachs (GS) | 0.2 | $410k | 484.00 | 845.99 |
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| Alphabet Inc Class C cs (GOOG) | 0.2 | $409k | 1.4k | 286.86 |
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| Schwab Strategic Tr us dividend eq (SCHD) | 0.2 | $404k | 13k | 30.68 |
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| Ecolab (ECL) | 0.2 | $393k | 1.5k | 266.02 |
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| SJW (HTO) | 0.2 | $366k | +14% | 6.2k | 58.67 |
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| FedEx Corporation (FDX) | 0.2 | $356k | -4% | 1.0k | 356.18 |
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| International Business Machines (IBM) | 0.2 | $334k | -49% | 1.4k | 242.39 |
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| Telus Ord (TU) | 0.2 | $296k | -39% | 23k | 12.83 |
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| Extra Space Storage (EXR) | 0.2 | $291k | 2.2k | 131.13 |
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| Proshares Tr S&p 500 Aristo (NOBL) | 0.2 | $288k | 2.7k | 106.01 |
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| ConocoPhillips (COP) | 0.2 | $288k | 2.2k | 132.00 |
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| Phillips 66 (PSX) | 0.1 | $278k | NEW | 1.5k | 182.18 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $264k | 675.00 | 390.41 |
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| Tesla Motors (TSLA) | 0.1 | $247k | +2% | 665.00 | 371.75 |
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| Federal Realty Op Lp Sh Ben Int (FRT) | 0.1 | $235k | 2.2k | 106.21 |
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| Amazon (AMZN) | 0.1 | $234k | 1.1k | 208.27 |
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| Chevron Corporation (CVX) | 0.1 | $234k | NEW | 1.1k | 206.90 |
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| Vanguard Europe Pacific ETF (VEA) | 0.1 | $222k | 3.5k | 64.08 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $217k | 485.00 | 446.54 |
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| Shopify Inc cl a (SHOP) | 0.1 | $202k | 1.7k | 118.62 |
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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 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
- Loudon Investment Management 2022 Q3 filed Nov. 8, 2022