Loudon Investment Management

Loudon Investment Management as of March 31, 2026

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