Loudon Investment Management, LLC
Sector Allocation
- Technology25.1%$51.1M
- Industrials16.8%$34.3M
- Other15.4%$31.5M
- Financials13.0%$26.5M
- Healthcare6.7%$13.6M
- Real Estate6.3%$12.9M
- Energy5.9%$12.0M
- Consumer Discretionary3.8%$7.7M
- Utilities3.1%$6.3M
- Communication Services2.5%$5.1M
AUM History
13fpro.ai/research/fund/loudon-investment-management-llc-1597089
Conviction and streaks
Concentrating · top 10 = 38.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SELECT$12.7M
MSFT
$11.0MCSCO
$8.2MEPD
$8.0MFAST
$7.6MCAT
$7.5MSPY
$6.8MTFC
$5.8MQCOM
$5.6MTSM
$5.5MO
$5.4MABBV
$5.0MTMUS
$4.9MAAPL
$4.7MLOW
$4.7MLNC
$4.5MJPM
$4.3MCMI
$4.1MNEE
$3.9MNVDA
$3.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/loudon-investment-management-llc-1597089
Loudon Investment Management, LLC 13F holdings — Q2 2026
$203.7M portfolio (+9.6% QoQ) · 95 holdings · Q2 2026 13F · top 10 are 39% of the stock portfolio
- 1
SELECT SECTOR SPDR TR - COM
$12.7M
6.2% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $11.0M
5.4% of stocks
+7%This quarter+7.5%Since filed10+ qtrsHeld$8.2M
4.0% of stocks
-3%This quarter-1.3%Since filed10+ qtrsHeld$8.0M
3.9% of stocks
No changeThis quarter-4.9%Since filed10+ qtrsHeld$7.6M
3.7% of stocks
-0.4%This quarter+2.8%Since filed10+ qtrsHeld$7.5M
3.7% of stocks
-5%This quarter-19.2%Since filed10+ qtrsHeld$6.8M
3.3% of stocks
-3%This quarter-1.4%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$5.8M
2.9% of stocks
-2%This quarter-7.9%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$5.6M
2.7% of stocks
-4%This quarter+8.3%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$5.5M
2.7% of stocks
-7%This quarter-0.5%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
All holdings — Loudon Investment Management, LLC (Q2 2026)
95 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | REALTY INCOME CORP | Real Estate | $5.4M | 2.7% | 88K | +5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AbbVie Inc. | Healthcare | $5.0M | 2.5% | 20K | -1% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | T-Mobile US, Inc. | Communication Services | $4.9M | 2.4% | 29K | +28% | 5 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Apple Inc. | Technology | $4.7M | 2.3% | 16K | -1% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | LOWES COMPANIES INC | Consumer Discretionary | $4.7M | 2.3% | 21K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | LINCOLN NATIONAL CORP | Financials | $4.5M | 2.2% | 126K | -7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | JPMORGAN CHASE & CO | Financials | $4.3M | 2.1% | 13K | -0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | CUMMINS INC | Industrials | $4.1M | 2.0% | 5,746 | -20% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | NEXTERA ENERGY INC | Utilities | $3.9M | 1.9% | 44K | +0.6% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | NVIDIA CORP | Technology | $3.8M | 1.9% | 19K | +309% | 9 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Genpact LTD | Technology | $3.8M | 1.9% | 138K | -5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ILLINOIS TOOL WORKS INC | Industrials | $3.7M | 1.8% | 14K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | US BANCORP \DE\ | Financials | $3.6M | 1.8% | 59K | +0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | EMERSON ELECTRIC CO | Industrials | $2.9M | 1.4% | 20K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | AUTOMATIC DATA PROCESSING INC | Technology | $2.8M | 1.4% | 12K | +29% | 10+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $2.7M | 1.4% | 15K | — | |||
| 27 | $DE | DEERE & CO | Industrials | $2.6M | 1.3% | 4,031 | — | |||
| 28 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.1M | 1.0% | 23K | -6% | |||
| 29 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $2.0M | 1.0% | 4,465 | -4% | |||
| 30 | $ACN | Accenture plc | Technology | $2.0M | 1.0% | 16K | +73% | |||
| 31 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $2.0M | 1.0% | 12K | -22% | |||
| 32 | — | ISHARES TR - COM | — | $1.8M | 0.9% | 36K | +28% | |||
| 33 | $NVO | NOVO NORDISK A S | Healthcare | $1.7M | 0.8% | 35K | -21% | |||
| 34 | $MRK | Merck & Co., Inc. | Healthcare | $1.6M | 0.8% | 13K | — | |||
| 35 | $ENB | ENBRIDGE INC | Energy | $1.6M | 0.8% | 30K | +0.9% | |||
| 36 | $GBCI | GLACIER BANCORP, INC. | Financials | $1.6M | 0.8% | 31K | — | |||
| 37 | $PNR | PENTAIR plc | Industrials | $1.6M | 0.8% | 21K | +4% | |||
| 38 | $DPZ | DOMINOS PIZZA INC | Consumer Discretionary | $1.6M | 0.8% | 5,347 | -24% | |||
| 39 | $PLD | Prologis, Inc. | Real Estate | $1.5M | 0.8% | 11K | — | |||
| 40 | $AMGN | AMGEN INC | Healthcare | $1.5M | 0.8% | 4,237 | -17% | |||
| 41 | $PAYX | PAYCHEX INC | Technology | $1.5M | 0.7% | 15K | +47% | |||
| 42 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.4M | 0.7% | 5,556 | -2% | |||
| 43 | — | VANGUARD SCOTTSDALE FDS - COM | — | $1.3M | 0.6% | 16K | +11% | |||
| 44 | $BNY | Bank of New York Mellon Corp | Financials | $1.2M | 0.6% | 8,337 | -9% | |||
| 45 | — | VANGUARD INDEX FDS - COM | — | $1.2M | 0.6% | 3,208 | -1% | |||
| 46 | — | ISHARES TR - COM | — | $1.2M | 0.6% | 7,967 | +9% | |||
| 47 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.2M | 0.6% | 2,289 | — | |||
| 48 | $SWK | STANLEY BLACK & DECKER, INC. | Industrials | $1.2M | 0.6% | 12K | -21% | |||
| 49 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.1M | 0.5% | 4,219 | — | |||
| 50 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.5% | 4,974 | +12% | |||
| 51 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.0M | 0.5% | 2,935 | — | |||
| 52 | $META | Meta Platforms, Inc. | Technology | $956K | 0.5% | 12K | +14% | |||
| 53 | $AFL | AFLAC INC | Financials | $935K | 0.5% | 7,976 | -9% | |||
| 54 | — | SELECT SECTOR SPDR TR - COM | — | $924K | 0.5% | 8,625 | +0.2% | |||
| 55 | $UGI | UGI CORP /PA/ | Utilities | $903K | 0.4% | 26K | -11% | |||
| 56 | $PEP | PEPSICO INC | Consumer Staples | $837K | 0.4% | 6,185 | — | |||
| 57 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $814K | 0.4% | 11K | -2% | |||
| 58 | $PSA | Public Storage | Real Estate | $764K | 0.4% | 2,400 | — | |||
| 59 | — | VANGUARD INDEX FDS - COM | — | $708K | 0.3% | 7,345 | — | |||
| 60 | — | SELECT SECTOR SPDR TR - COM | — | $702K | 0.3% | 13K | -8% | |||
| 61 | $RTX | RTX Corp | Industrials | $691K | 0.3% | 3,641 | — | |||
| 62 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $651K | 0.3% | 884 | +4% | |||
| 63 | — | ISHARES TR - COM | — | $628K | 0.3% | 8,257 | +4% | |||
| 64 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $600K | 0.3% | 3,600 | — | |||
| 65 | $WTRG | Essential Utilities, Inc. | Utilities | $592K | 0.3% | 15K | — | |||
| 66 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $581K | 0.3% | 4,248 | -2% | |||
| 67 | $SYY | SYSCO CORP | Consumer Discretionary | $580K | 0.3% | 6,945 | -7% | |||
| 68 | $HTO | H2O AMERICA | Utilities | $561K | 0.3% | 9,230 | +48% | |||
| 69 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $529K | 0.3% | 6,925 | — | |||
| 70 | $GOOG | Alphabet Inc. | Technology | $528K | 0.3% | 1,495 | +5% | |||
| 71 | $AMZN | AMAZON COM INC | Consumer Discretionary | $528K | 0.3% | 2,214 | +97% | |||
| 72 | $BLK | BlackRock, Inc. | Financials | $515K | 0.3% | 536 | +14% | |||
| 73 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $515K | 0.3% | 675 | — | |||
| 74 | — | VANGUARD BD INDEX FDS - COM | — | $489K | 0.2% | 6,378 | +4% | |||
| 75 | $GS | GOLDMAN SACHS GROUP INC | Financials | $459K | 0.2% | 454 | -6% | |||
| 76 | — | SPDR SERIES TRUST - COM | — | $421K | 0.2% | 4,596 | -6% | |||
| 77 | — | SCHWAB STRATEGIC TR - COM | — | $419K | 0.2% | 13K | +0.4% | |||
| 78 | $ECL | ECOLAB INC. | Materials | $411K | 0.2% | 1,476 | — | |||
| 79 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $391K | 0.2% | 3,350 | -35% | |||
| 80 | — | SELECT SECTOR SPDR TR - COM | — | $361K | 0.2% | 1,950 | New | |||
| 81 | — | SELECT SECTOR SPDR TR - COM | — | $334K | 0.2% | 6,580 | -53% | |||
| 82 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $314K | 0.1% | 1,118 | -19% | |||
| 83 | $FDX | FEDEX CORP | Industrials | $313K | 0.1% | 1,000 | — | |||
| 84 | $TSLA | Tesla, Inc. | Consumer Discretionary | $280K | 0.1% | 665 | — | |||
| 85 | — | PROSHARES TR - COM | — | $273K | 0.1% | 4,860 | +79% | |||
| 86 | $PSX | Phillips 66 | Energy | $258K | 0.1% | 1,527 | — | |||
| 87 | $EXR | Extra Space Storage Inc. | Real Estate | $256K | 0.1% | 1,765 | -20% | |||
| 88 | — | VANGUARD TAX-MANAGED FDS - COM | — | $246K | 0.1% | 3,457 | — | |||
| 89 | $FRT | FEDERAL REALTY INVESTMENT TRUST | Real Estate | $246K | 0.1% | 1,990 | -10% | |||
| 90 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $241K | 0.1% | 485 | — | |||
| 91 | $COP | CONOCOPHILLIPS | Energy | $227K | 0.1% | 2,180 | — | |||
| 92 | $CVX | CHEVRON CORP | Energy | $220K | 0.1% | 1,330 | +18% | |||
| 93 | — | ISHARES TR - COM | — | $218K | 0.1% | 724 | New | |||
| 94 | — | ISHARES TR - COM | — | $204K | 0.1% | 1,852 | New | |||
| 95 | $TU | TELUS CORP | Communication Services | $188K | 0.1% | 18K | -23% |
What changed in Q2 2026
Against the previous quarter's 13F: 3 new, 28 added to, 37 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
- SELECT SECTOR SPDR TR - COM$361K
first bought this quarter
- ISHARES TR - COM$218K
first bought this quarter
- ISHARES TR - COM$204K
first bought this quarter
Added to (28)
now $3.8M · held 9 qtrs, 2 adds in a row
now $4.9M · held 5 qtrs, 2 adds in a row
$ACNAccenture plc+73%
now $2.0M · held 3 qtrs
- SELECT SECTOR SPDR TR - COM+6%
now $12.7M
now $11.0M · held 10+ qtrs
$ADPAUTOMATIC DATA PROCESSING INC+29%
now $2.8M · held 10+ qtrs, 6 adds in a row
+22 more in the Excel export
Trimmed (37)
now $4.1M · held 10+ qtrs
$AMTAMERICAN TOWER CORP /MA/-22%
now $2.0M · held 10+ qtrs
$DPZDOMINOS PIZZA INC-24%
now $1.6M · held 5 qtrs, 2 trims in a row
$NVONOVO NORDISK A S-21%
now $1.7M · held 5 qtrs, 3 trims in a row
now $7.5M · held 10+ qtrs
now $5.5M · held 10+ qtrs, 3 trims in a row
+31 more in the Excel export
Holdings by quarter
Every 13F Loudon Investment Management, LLC has filed, 38 earlier quarters. Pick one to see what it held then.
Is it too late to follow Loudon Investment Management?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Loudon Investment Management's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.1%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 19% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Loudon Investment Management, LLC disclosed 95 positions worth $203.7M in its Form 13F-HR for Q2 2026, followed by $MSFT and $CSCO. During the quarter the fund opened 3 new positions and exited 3. The portfolio is most concentrated in Technology (25.1% of disclosed assets). All figures are sourced directly from Loudon Investment Management, LLC’s Form 13F-HR filing with the SEC under CIK 1597089.
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Every holding in Loudon Investment Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (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.