Loudon Investment Management, LLC
13F Reported Value
ⓘ$185.8M
Holdings
95
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Loudon Investment Management, LLC disclosed 95 positions worth $185.8M in its Form 13F-HR for Q1 2026, led by $MSFT (MICROSOFT CORP) at 5.5% of the equity portfolio. During the quarter the fund opened 3 new positions and exited 1 — including a new stake in $MRSH and a full exit from $APD. The portfolio is most concentrated in Technology (22.4% of disclosed assets). All figures are sourced directly from Loudon Investment Management, LLC’s Form 13F-HR filing with the SEC under CIK 1597089.
AI Fund Analysis
Diversifying
$MSFT
$EPD
$FAST
$SPY
$O
$QQQ
$IVZ
$ADP
$PAYXSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 83.7#15
Quality
$10.2M27,495 sh SELECT SECTOR SPDR TR
—Quality
$8.3M62,432 sh- 66.4#525
Quality
$8.2M217,907 sh - 73.5
Quality
$7.3M157,907 sh - —
Quality
$6.0M9,282 sh - 72.3
Quality
$5.6M71,770 sh - —
Quality
$5.5M119,074 sh - —
Quality
$5.4M145,260 sh - 67.8
Quality
$5.3M7,441 sh - 74.6
Quality
$5.1M83,850 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MICROSOFT CORP$MSFT | 83.7#15 | $10.2M | 27,495 |
| SELECT SECTOR SPDR TR | — | $8.3M | 62,432 |
| ENTERPRISE PRODUCTS PARTNERS L.P.$EPD | 66.4#525 | $8.2M | 217,907 |
| FASTENAL CO$FAST | 73.5 | $7.3M | 157,907 |
| SPDR S&P 500 ETF TRUST$SPY | — | $6.0M | 9,282 |
 CISCO SYSTEMS, INC.$CSCO | 72.3 | $5.6M | 71,770 |
 TRUIST FINANCIAL CORP$TFC | — | $5.5M | 119,074 |
 Genpact LTD$G | — | $5.4M | 145,260 |
 CATERPILLAR INC$CAT | 67.8 | $5.3M | 7,441 |
| REALTY INCOME CORP$O | 74.6 | $5.1M | 83,850 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Loudon Investment Management, LLC's 95 positions.
Showing top 10 of 95 holdings.
Sector Allocation
Technology
$41.6M
Other
$25.6M
Financials
$25.0M
Industrials
$23.7M
Consumer Discretionary
$15.7M
Healthcare
$14.0M
Real Estate
$13.2M
Energy
$12.4M
Full Holdings — Loudon Investment Management, LLC (Q1 2026)
All 95 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MSFT | MICROSOFT CORP | $10.2M | 5.5% | +1% | 83.7 |
| 2 | — | SELECT SECTOR SPDR TR | $8.3M | 4.5% | -7% | — |
| 3 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $8.2M | 4.4% | +0% | 66.4 |
| 4 | $FAST | FASTENAL CO | $7.3M | 3.9% | -0% | 73.5 |
| 5 | $SPY | SPDR S&P 500 ETF TRUST | $6.0M | 3.3% | -1% | — |
| 6 | $CSCO | CISCO SYSTEMS, INC. | $5.6M | 3.0% | -0% | 72.3 |
| 7 | $TFC | TRUIST FINANCIAL CORP | $5.5M | 3.0% | -1% | — |
| 8 | $G | Genpact LTD | $5.4M | 2.9% | +0% | — |
| 9 | $CAT | CATERPILLAR INC | $5.3M | 2.8% | -0% | 67.8 |
| 10 | $O | REALTY INCOME CORP | $5.1M | 2.8% | +1% | 74.6 |
| 11 |  $LOW | LOWES COMPANIES INC | $5.0M | 2.7% | -0% | 63.5 |
| 12 |  $LNC | LINCOLN NATIONAL CORP | $4.8M | 2.6% | +0% | 50.8 |
| 13 |  $TMUS | T-Mobile US, Inc. | $4.8M | 2.6% | +50% | 72.7 |
| 14 |  $ABBV | AbbVie Inc. | $4.4M | 2.4% | -2% | 59.3 |
| 15 |  $AAPL | Apple Inc. | $4.2M | 2.3% | -3% | 76.1 |
| 16 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $4.2M | 2.2% | -12% | — |
| 17 |  $NEE | NEXTERA ENERGY INC | $4.1M | 2.2% | +0% | 71.7 |
| 18 |  $QCOM | QUALCOMM INC/DE | $4.1M | 2.2% | -3% | 81.9 |
| 19 |  $CMI | CUMMINS INC | $3.9M | 2.1% | +0% | 58.9 |
| 20 |  $JPM | JPMORGAN CHASE & CO | $3.8M | 2.1% | -4% | 35.6 |
| 21 |  $ITW | ILLINOIS TOOL WORKS INC | $3.6M | 1.9% | +1% | 71.2 |
| 22 |  $USB | US BANCORP DE | $3.1M | 1.6% | +0% | 71.4 |
| 23 |  $DLR | DIGITAL REALTY TRUST, INC. | $2.8M | 1.5% | +0% | 70.2 |
| 24 |  $AMT | AMERICAN TOWER CORP /MA/ | $2.6M | 1.4% | +3% | 69.8 |
| 25 |  $EMR | EMERSON ELECTRIC CO | $2.6M | 1.4% | +0% | 65.9 |
| 26 |  $DPZ | DOMINOS PIZZA INC | $2.5M | 1.4% | -10% | 69.8 |
| 27 |  $ABT | ABBOTT LABORATORIES | $2.5M | 1.4% | +0% | 67 |
| 28 |  $DE | DEERE & CO | $2.3M | 1.2% | +0% | 57.4 |
| 29 |  $AMP | AMERIPRISE FINANCIAL INC | $2.1M | 1.1% | +0% | 70.2 |
| 30 | $ADP | AUTOMATIC DATA PROCESSING INC | $1.9M | 1.0% | +50% | 77.9 |
| 31 |  $ACN | Accenture plc | $1.9M | 1.0% | -21% | — |
| 32 |  $AMGN | AMGEN INC | $1.8M | 1.0% | -3% | 79.5 |
| 33 |  $PNR | PENTAIR plc | $1.8M | 0.9% | +0% | — |
| 34 |  $NVO | NOVO NORDISK A S | $1.6M | 0.9% | -11% | — |
| 35 |  $ENB | ENBRIDGE INC | $1.6M | 0.9% | +0% | — |
| 36 |  $MRK | Merck & Co., Inc. | $1.5M | 0.8% | +0% | 70.9 |
| 37 |  $PLD | Prologis, Inc. | $1.5M | 0.8% | +0% | 67.5 |
| 38 | — | ISHARES TR | $1.4M | 0.8% | +3% | — |
| 39 |  $GBCI | GLACIER BANCORP, INC. | $1.4M | 0.8% | +0% | 62.1 |
| 40 |  $JNJ | JOHNSON & JOHNSON | $1.4M | 0.8% | +0% | 72.8 |
| 41 |  $LMT | LOCKHEED MARTIN CORP | $1.4M | 0.7% | +0% | 65 |
| 42 | — | VANGUARD SCOTTSDALE FDS | $1.1M | 0.6% | +14% | — |
| 43 |  $SWK | STANLEY BLACK & DECKER, INC. | $1.1M | 0.6% | -2% | 52.4 |
| 44 |  $__PARK_1390777 | Bank of New York Mellon Corp | $1.1M | 0.6% | +0% | 36.7 |
| 45 |  $UGI | UGI CORP /PA/ | $1.1M | 0.6% | -18% | 70.3 |
| 46 | — | VANGUARD INDEX FDS | $1.0M | 0.6% | -0% | — |
| 47 |  $VLO | VALERO ENERGY CORP/TX | $1.0M | 0.6% | +0% | 51.4 |
| 48 |  $GD | GENERAL DYNAMICS CORP | $1.0M | 0.5% | +0% | 73 |
| 49 |  $AFL | AFLAC INC | $965,558 | 0.5% | -5% | 60.3 |
| 50 |  $PEP | PEPSICO INC | $960,469 | 0.5% | +0% | 62.7 |
| 51 | $PAYX | PAYCHEX INC | $956,298 | 0.5% | +3% | 75.1 |
| 52 | — | SELECT SECTOR SPDR TR | $954,505 | 0.5% | +0% | — |
| 53 | — | ISHARES TR | $905,847 | 0.5% | -0% | — |
| 54 | — | SELECT SECTOR SPDR TR | $879,449 | 0.5% | -5% | — |
| 55 | $IVZ | Invesco Ltd. | $854,812 | 0.5% | +18% | — |
| 56 |  $META | Meta Platforms, Inc. | $846,906 | 0.5% | +0% | 80.9 |
| 57 |  $NVDA | NVIDIA CORP | $813,925 | 0.4% | +3% | 90.2 |
| 58 |  $MO | ALTRIA GROUP, INC. | $761,393 | 0.4% | +0% | 72.1 |
| 59 |  $XOM | EXXON MOBIL CORP | $736,833 | 0.4% | +1% | 61.8 |
| 60 |  $RTX | RTX Corp | $702,349 | 0.4% | -1% | 70 |
| 61 | — | SELECT SECTOR SPDR TR | $695,333 | 0.4% | +106% | — |
| 62 | — | SELECT SECTOR SPDR TR | $694,535 | 0.4% | +26% | — |
| 63 | — | VANGUARD INDEX FDS | $651,502 | 0.3% | +0% | — |
| 64 |  $PSA | Public Storage | $650,112 | 0.3% | +0% | 73.9 |
| 65 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $624,420 | 0.3% | NEW | 71.5 |
| 66 |  $WTRG | Essential Utilities, Inc. | $622,695 | 0.3% | +0% | 70.9 |
| 67 |  $WEC | WEC ENERGY GROUP, INC. | $599,689 | 0.3% | +0% | 67 |
| 68 | — | ISHARES TR | $542,693 | 0.3% | +0% | — |
| 69 |  $SYY | SYSCO CORP | $531,052 | 0.3% | +0% | 58.4 |
| 70 |  $ADM | Archer-Daniels-Midland Co | $503,378 | 0.3% | +0% | 49.4 |
| 71 |  $MDT | Medtronic plc | $491,479 | 0.3% | +0% | — |
| 72 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $488,871 | 0.3% | +12% | — |
| 73 | — | VANGUARD BD INDEX FDS | $473,345 | 0.3% | +20% | — |
| 74 |  $BLK | BlackRock, Inc. | $452,965 | 0.2% | +0% | 70.3 |
| 75 | — | SPDR SERIES TRUST | $447,661 | 0.2% | -20% | — |
| 76 |  $GS | GOLDMAN SACHS GROUP INC | $409,459 | 0.2% | +0% | — |
| 77 |  $GOOGL | Alphabet Inc. | $408,776 | 0.2% | +0% | 80.2 |
| 78 | — | SCHWAB STRATEGIC TR | $403,779 | 0.2% | +0% | — |
| 79 |  $ECL | ECOLAB INC. | $392,646 | 0.2% | +0% | 64.3 |
| 80 |  $HTO | H2O AMERICA | $365,514 | 0.2% | +14% | 65.9 |
| 81 |  $FDX | FEDEX CORP | $356,180 | 0.2% | -5% | 60.3 |
| 82 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $334,013 | 0.2% | -49% | 66.7 |
| 83 |  $TU | TELUS CORP | $296,373 | 0.2% | -39% | — |
| 84 |  $EXR | Extra Space Storage Inc. | $290,453 | 0.2% | +0% | 66.7 |
| 85 | — | PROSHARES TR | $288,347 | 0.2% | +0% | — |
| 86 |  $COP | CONOCOPHILLIPS | $287,760 | 0.1% | +0% | 74.8 |
| 87 |  $PSX | Phillips 66 | $278,189 | 0.1% | NEW | 47.6 |
| 88 |  $CRWD | CrowdStrike Holdings, Inc. | $263,527 | 0.1% | +0% | 55 |
| 89 |  $TSLA | Tesla, Inc. | $247,214 | 0.1% | +2% | 50.1 |
| 90 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $235,255 | 0.1% | +0% | 69.5 |
| 91 |  $AMZN | AMAZON COM INC | $233,887 | 0.1% | +0% | 74.6 |
| 92 |  $CVX | CHEVRON CORP | $233,797 | 0.1% | NEW | 54.7 |
| 93 | — | VANGUARD TAX-MANAGED FDS | $221,525 | 0.1% | -1% | — |
| 94 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $216,572 | 0.1% | +0% | 76.6 |
| 95 |  $SHOP | SHOPIFY INC. | $201,654 | 0.1% | +0% | — |
New Positions (3)
Exited Positions (1)
$APD Air Products & Chemicals, Inc.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Loudon Investment Management, LLC including:
Track Loudon Investment Management, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Loudon Investment Management, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Loudon Investment Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Loudon Investment Management, LLC (SEC CIK: 1597089), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Loudon Investment Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.