Loudon Investment Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$185.8M
Q ending 2026-03-31
Prior quarter
$191.4M
Q ending 2025-12-31
Change
-2.9% QoQ · +6.1% YoY
Positions
95
reported holdings
Largest positions
All 95 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp | MSFT | Shares | $10.2M | 27K |
| Select Sector Spdr Tr | XLK | Shares | $8.3M | 62K |
| Enterprise Prods Partners L | EPD | Shares | $8.2M | 218K |
| Fastenal Co | FAST | Shares | $7.3M | 158K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $6.0M | 9K |
| Cisco Sys Inc | CSCO | Shares | $5.6M | 72K |
| Truist Finl Corp | TFC | Shares | $5.5M | 119K |
| Genpact Limited | Shares | $5.4M | 145K | |
| Caterpillar Inc | CAT | Shares | $5.3M | 7K |
| Realty Income Corp | O | Shares | $5.1M | 84K |
| Lowes Cos Inc | LOW | Shares | $5.0M | 21K |
| Lincoln Natl Corp Ind | LNC | Shares | $4.8M | 135K |
| T-Mobile Us Inc | TMUS | Shares | $4.8M | 23K |
| Abbvie Inc | ABBV | Shares | $4.4M | 20K |
| Apple Inc | AAPL | Shares | $4.2M | 17K |
| Taiwan Semiconductor Manufac | TSM | Shares | $4.2M | 12K |
| Nextera Energy Inc | NEE | Shares | $4.1M | 44K |
| Qualcomm Inc | QCOM | Shares | $4.1M | 32K |
| Cummins Inc | CMI | Shares | $3.9M | 7K |
| Jpmorgan Chase & Co | JPM | Shares | $3.8M | 13K |
| Illinois Tool Wks Inc | ITW | Shares | $3.6M | 14K |
| Us Bancorp | USB | Shares | $3.1M | 59K |
| Digital Rlty Tr Inc | DLR | Shares | $2.8M | 15K |
| American Tower Corp | AMT | Shares | $2.6M | 15K |
| Emerson Elec Co | EMR | Shares | $2.6M | 20K |
| Dominos Pizza Inc | DPZ | Shares | $2.5M | 7K |
| Abbott Laboratories | ABT | Shares | $2.5M | 24K |
| Deere & Co | DE | Shares | $2.3M | 4K |
| Ameriprise Finl Inc | AMP | Shares | $2.1M | 5K |
| Automatic Data Processing In | ADP | Shares | $1.9M | 10K |
| Accenture Plc Ireland | Shares | $1.9M | 9K | |
| Amgen Inc | AMGN | Shares | $1.8M | 5K |
| Pentair Plc | Shares | $1.8M | 20K | |
| Novo-Nordisk A S | NVO | Shares | $1.6M | 45K |
| Enbridge Inc | ENB | Shares | $1.6M | 30K |
| Merck & Co Inc | MRK | Shares | $1.5M | 13K |
| Prologis Inc. | PLD | Shares | $1.5M | 11K |
| Ishares Tr | FLOT | Shares | $1.4M | 28K |
| Glacier Bancorp Inc New | GBCI | Shares | $1.4M | 31K |
| Johnson & Johnson | JNJ | Shares | $1.4M | 6K |
| Lockheed Martin Corp | LMT | Shares | $1.4M | 2K |
| Vanguard Scottsdale Fds | VCSH | Shares | $1.1M | 14K |
| Stanley Black & Decker Inc | SWK | Shares | $1.1M | 15K |
| Bank New York Mellon Corp | BNY | Shares | $1.1M | 9K |
| Ugi Corp New | UGI | Shares | $1.1M | 29K |
| Vanguard Index Fds | VTI | Shares | $1.0M | 3K |
| Valero Energy Corp | VLO | Shares | $1.0M | 4K |
| General Dynamics Corp | GD | Shares | $1.0M | 3K |
| Aflac Inc | AFL | Shares | $966K | 9K |
| Pepsico Inc | PEP | Shares | $960K | 6K |
| Paychex Inc | PAYX | Shares | $956K | 10K |
| Select Sector Spdr Tr | XLC | Shares | $955K | 9K |
| Ishares Tr | IJR | Shares | $906K | 7K |
| Select Sector Spdr Tr | XLE | Shares | $879K | 14K |
| Invesco Exchange Traded Fd T | RSP | Shares | $855K | 4K |
| Vanguard Bd Index Fds | BSV | Shares | $847K | 11K |
| Nvidia Corporation | NVDA | Shares | $814K | 5K |
| Altria Group Inc | MO | Shares | $761K | 12K |
| Exxon Mobil Corp | XOM | Shares | $737K | 4K |
| Rtx Corporation | RTX | Shares | $702K | 4K |
| Select Sector Spdr Tr | XLB | Shares | $695K | 14K |
| Select Sector Spdr Tr | XLP | Shares | $695K | 8K |
| Vanguard Index Fds | VNQ | Shares | $652K | 7K |
| Public Storage Oper Co | PSA | Shares | $650K | 2K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $624K | 4K |
| Essential Utils Inc | WTRG | Shares | $623K | 15K |
| Wec Energy Group Inc | WEC | Shares | $600K | 5K |
| Ishares Tr | ACWX | Shares | $543K | 8K |
| Sysco Corp | SYY | Shares | $531K | 7K |
| Archer Daniels Midland Co | ADM | Shares | $503K | 7K |
| Medtronic Plc | Shares | $491K | 6K | |
| Invesco Qqq Tr | QQQ | Shares | $489K | 847 |
| Vanguard Bd Index Fds | BIV | Shares | $473K | 6K |
| Blackrock Inc | BLK | Shares | $453K | 471 |
| Spdr Series Trust | BIL | Shares | $448K | 5K |
| Goldman Sachs Group Inc | GS | Shares | $409K | 484 |
| Alphabet Inc | GOOG | Shares | $409K | 1K |
| Schwab Strategic Tr | SCHD | Shares | $404K | 13K |
| Ecolab Inc | ECL | Shares | $393K | 1K |
| H2O America | HTO | Shares | $366K | 6K |
| Fedex Corp | FDX | Shares | $356K | 1K |
| International Business Machs | IBM | Shares | $334K | 1K |
| Telus Corporation | TU | Shares | $296K | 23K |
| Extra Space Storage Inc | EXR | Shares | $290K | 2K |
| Proshares Tr | NOBL | Shares | $288K | 3K |
| Conocophillips | COP | Shares | $288K | 2K |
| Phillips 66 | PSX | Shares | $278K | 2K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $264K | 675 |
| Tesla Inc | TSLA | Shares | $247K | 665 |
| Federal Rlty Invt Tr New | FRT | Shares | $235K | 2K |
| Amazon Com Inc | AMZN | Shares | $234K | 1K |
| Chevron Corporation | CVX | Shares | $234K | 1K |
| Vanguard Tax-Managed Fds | VEA | Shares | $222K | 3K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $217K | 485 |
| Shopify Inc | SHOP | Shares | $202K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.