Loudon Investment Management, LLC
13F Reported Value
ⓘ$203.7M
Holdings
95
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (25.4% 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
Concentrating
$MSFT
$CSCO
$EPD
$FAST
$O
$QQQ
$IVZ
$ADP
$PAYXSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
SELECT SECTOR SPDR TR - COM
—Quality
$12.7M66,455 sh- 79.8#31
Quality
$11.0M29,416 sh - 70.3#224
Quality
$8.2M69,470 sh - 61.4
Quality
$8.0M217,907 sh - 66.9
Quality
$7.6M157,269 sh - 66.5
Quality
$7.5M7,033 sh - —
Quality
$6.8M9,042 sh - 76.4
Quality
$5.8M116,962 sh - 70.5
Quality
$5.6M30,226 sh - $5.5M11,414 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SELECT SECTOR SPDR TR - COM | — | $12.7M | 66,455 |
| MICROSOFT CORP$MSFT | 79.8#31 | $11.0M | 29,416 |
| CISCO SYSTEMS, INC.$CSCO | 70.3#224 | $8.2M | 69,470 |
| ENTERPRISE PRODUCTS PARTNERS L.P.$EPD | 61.4 | $8.0M | 217,907 |
| FASTENAL CO$FAST | 66.9 | $7.6M | 157,269 |
 CATERPILLAR INC$CAT | 66.5 | $7.5M | 7,033 |
 SPDR S&P 500 ETF TRUST$SPY | — | $6.8M | 9,042 |
 TRUIST FINANCIAL CORP$TFC | 76.4 | $5.8M | 116,962 |
 QUALCOMM INC/DE$QCOM | 70.5 | $5.6M | 30,226 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $5.5M | 11,414 |
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
$51.6M
Other
$31.5M
Financials
$26.5M
Industrials
$26.5M
Consumer Discretionary
$15.0M
Healthcare
$13.6M
Real Estate
$12.9M
Energy
$12.0M
Full Holdings — Loudon Investment Management, LLC (Q2 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 | — | SELECT SECTOR SPDR TR - COM | $12.7M | 6.2% | +6% | — |
| 2 | $MSFT | MICROSOFT CORP | $11.0M | 5.4% | +7% | 79.8 |
| 3 | $CSCO | CISCO SYSTEMS, INC. | $8.2M | 4.0% | -3% | 70.3 |
| 4 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $8.0M | 3.9% | +0% | 61.4 |
| 5 | $FAST | FASTENAL CO | $7.6M | 3.7% | -0% | 66.9 |
| 6 | $CAT | CATERPILLAR INC | $7.5M | 3.7% | -5% | 66.5 |
| 7 | $SPY | SPDR S&P 500 ETF TRUST | $6.8M | 3.3% | -3% | — |
| 8 | $TFC | TRUIST FINANCIAL CORP | $5.8M | 2.9% | -2% | 76.4 |
| 9 | $QCOM | QUALCOMM INC/DE | $5.6M | 2.7% | -4% | 70.5 |
| 10 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $5.5M | 2.7% | -7% | — |
| 11 | $O | REALTY INCOME CORP | $5.4M | 2.7% | +5% | 73.7 |
| 12 |  $ABBV | AbbVie Inc. | $5.0M | 2.5% | -1% | 72.6 |
| 13 |  $TMUS | T-Mobile US, Inc. | $4.9M | 2.4% | +28% | 69.1 |
| 14 |  $AAPL | Apple Inc. | $4.7M | 2.3% | -1% | 76.4 |
| 15 |  $LOW | LOWES COMPANIES INC | $4.7M | 2.3% | +0% | 60.8 |
| 16 |  $LNC | LINCOLN NATIONAL CORP | $4.5M | 2.2% | -7% | 64.5 |
| 17 |  $JPM | JPMORGAN CHASE & CO | $4.3M | 2.1% | -0% | 70.7 |
| 18 |  $CMI | CUMMINS INC | $4.1M | 2.0% | -20% | 58.1 |
| 19 |  $NEE | NEXTERA ENERGY INC | $3.9M | 1.9% | +1% | 64.6 |
| 20 |  $NVDA | NVIDIA CORP | $3.8M | 1.9% | +309% | 85.9 |
| 21 |  $G | Genpact LTD | $3.8M | 1.9% | -5% | — |
| 22 |  $ITW | ILLINOIS TOOL WORKS INC | $3.7M | 1.8% | +0% | 63.6 |
| 23 |  $USB | US BANCORP \DE\ | $3.6M | 1.8% | +0% | 65.3 |
| 24 |  $EMR | EMERSON ELECTRIC CO | $2.9M | 1.4% | +0% | 65.3 |
| 25 | $ADP | AUTOMATIC DATA PROCESSING INC | $2.8M | 1.4% | +29% | 69.8 |
| 26 |  $DLR | DIGITAL REALTY TRUST, INC. | $2.7M | 1.4% | +0% | 72.8 |
| 27 |  $DE | DEERE & CO | $2.6M | 1.3% | +0% | 55.4 |
| 28 |  $ABT | ABBOTT LABORATORIES | $2.1M | 1.0% | -6% | 65.5 |
| 29 |  $AMP | AMERIPRISE FINANCIAL INC | $2.0M | 1.0% | -4% | 68.7 |
| 30 |  $ACN | Accenture plc | $2.0M | 1.0% | +73% | — |
| 31 |  $AMT | AMERICAN TOWER CORP /MA/ | $2.0M | 1.0% | -22% | 66.3 |
| 32 | — | ISHARES TR - COM | $1.8M | 0.9% | +28% | — |
| 33 |  $NVO | NOVO NORDISK A S | $1.7M | 0.8% | -21% | — |
| 34 |  $MRK | Merck & Co., Inc. | $1.6M | 0.8% | +0% | 59.9 |
| 35 |  $ENB | ENBRIDGE INC | $1.6M | 0.8% | +1% | 66.7 |
| 36 |  $GBCI | GLACIER BANCORP, INC. | $1.6M | 0.8% | +0% | 68.1 |
| 37 |  $PNR | PENTAIR plc | $1.6M | 0.8% | +4% | — |
| 38 |  $DPZ | DOMINOS PIZZA INC | $1.6M | 0.8% | -24% | 60.1 |
| 39 |  $PLD | Prologis, Inc. | $1.5M | 0.8% | +0% | 68.3 |
| 40 |  $AMGN | AMGEN INC | $1.5M | 0.8% | -17% | 79.2 |
| 41 | $PAYX | PAYCHEX INC | $1.5M | 0.7% | +47% | 74.6 |
| 42 |  $JNJ | JOHNSON & JOHNSON | $1.4M | 0.7% | -2% | 69 |
| 43 | — | VANGUARD SCOTTSDALE FDS - COM | $1.3M | 0.6% | +11% | — |
| 44 |  $BNY | Bank of New York Mellon Corp | $1.2M | 0.6% | -9% | 74.1 |
| 45 | — | VANGUARD INDEX FDS - COM | $1.2M | 0.6% | -1% | — |
| 46 | — | ISHARES TR - COM | $1.2M | 0.6% | +9% | — |
| 47 |  $LMT | LOCKHEED MARTIN CORP | $1.2M | 0.6% | +0% | 65.6 |
| 48 |  $SWK | STANLEY BLACK & DECKER, INC. | $1.2M | 0.6% | -21% | 58.7 |
| 49 |  $VLO | VALERO ENERGY CORP/TX | $1.1M | 0.5% | +0% | 57.8 |
| 50 | $IVZ | Invesco Ltd. | $1.1M | 0.5% | +12% | — |
| 51 |  $GD | GENERAL DYNAMICS CORP | $1.0M | 0.5% | +0% | 68.7 |
| 52 |  $META | Meta Platforms, Inc. | $956,034 | 0.5% | +14% | 79.6 |
| 53 |  $AFL | AFLAC INC | $935,186 | 0.5% | -9% | 61.3 |
| 54 | — | SELECT SECTOR SPDR TR - COM | $923,996 | 0.5% | +0% | — |
| 55 |  $UGI | UGI CORP /PA/ | $903,048 | 0.4% | -11% | 48.3 |
| 56 |  $PEP | PEPSICO INC | $837,449 | 0.4% | +0% | 63.4 |
| 57 |  $MO | ALTRIA GROUP, INC. | $814,330 | 0.4% | -2% | 67.4 |
| 58 |  $PSA | Public Storage | $763,944 | 0.4% | +0% | 69.1 |
| 59 | — | VANGUARD INDEX FDS - COM | $708,278 | 0.3% | +0% | — |
| 60 | — | SELECT SECTOR SPDR TR - COM | $701,849 | 0.3% | -8% | — |
| 61 |  $RTX | RTX Corp | $690,807 | 0.3% | +0% | 73.2 |
| 62 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $650,978 | 0.3% | +4% | — |
| 63 | — | ISHARES TR - COM | $628,440 | 0.3% | +4% | — |
| 64 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $600,012 | 0.3% | +0% | 66.2 |
| 65 |  $WTRG | Essential Utilities, Inc. | $592,388 | 0.3% | +0% | 68.1 |
| 66 |  $XOM.R34088 | EXXON MOBIL CORP | $580,787 | 0.3% | -2% | 57.9 |
| 67 |  $SYY | SYSCO CORP | $580,463 | 0.3% | -7% | 54.7 |
| 68 |  $HTO | H2O AMERICA | $560,907 | 0.3% | +48% | 59.8 |
| 69 |  $ADM | Archer-Daniels-Midland Co | $529,070 | 0.3% | +0% | 50.7 |
| 70 |  $GOOGL | Alphabet Inc. | $528,228 | 0.3% | +5% | 78.2 |
| 71 |  $AMZN | AMAZON COM INC | $527,685 | 0.3% | +97% | 68.7 |
| 72 |  $BLK | BlackRock, Inc. | $515,396 | 0.3% | +14% | 70 |
| 73 |  $CRWD | CrowdStrike Holdings, Inc. | $515,120 | 0.3% | +0% | 67.7 |
| 74 | — | VANGUARD BD INDEX FDS - COM | $489,193 | 0.2% | +4% | — |
| 75 |  $GS | GOLDMAN SACHS GROUP INC | $459,162 | 0.2% | -6% | 73.5 |
| 76 | — | SPDR SERIES TRUST - COM | $421,177 | 0.2% | -6% | — |
| 77 | — | SCHWAB STRATEGIC TR - COM | $418,921 | 0.2% | +0% | — |
| 78 |  $ECL | ECOLAB INC. | $411,228 | 0.2% | +0% | 63.3 |
| 79 |  $WEC | WEC ENERGY GROUP, INC. | $391,180 | 0.2% | -35% | 60.1 |
| 80 | — | SELECT SECTOR SPDR TR - COM | $361,199 | 0.2% | NEW | — |
| 81 | — | SELECT SECTOR SPDR TR - COM | $334,461 | 0.2% | -53% | — |
| 82 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $314,393 | 0.1% | -19% | 70 |
| 83 |  $FDX | FEDEX CORP | $313,130 | 0.1% | +0% | 60.3 |
| 84 |  $TSLA | Tesla, Inc. | $279,699 | 0.1% | +0% | 53.9 |
| 85 | — | PROSHARES TR - COM | $272,938 | 0.1% | +79% | — |
| 86 |  $PSX | Phillips 66 | $258,139 | 0.1% | +0% | 57.8 |
| 87 |  $EXR | Extra Space Storage Inc. | $256,455 | 0.1% | -20% | 64.3 |
| 88 | — | VANGUARD TAX-MANAGED FDS - COM | $246,311 | 0.1% | +0% | — |
| 89 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $245,646 | 0.1% | -10% | 69.9 |
| 90 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $240,914 | 0.1% | +0% | 75.4 |
| 91 |  $COP | CONOCOPHILLIPS | $226,633 | 0.1% | +0% | 70.2 |
| 92 |  $CVX | CHEVRON CORP | $220,461 | 0.1% | +18% | 62.8 |
| 93 | — | ISHARES TR - COM | $217,526 | 0.1% | NEW | — |
| 94 | — | ISHARES TR - COM | $204,313 | 0.1% | NEW | — |
| 95 |  $TU | TELUS CORP | $188,146 | 0.1% | -23% | 48.2 |
New Positions (3)
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