Loudon Investment Management, LLC 13F Holdings

CIK 0001597089 · MERIDEN, NH

As of Sep 30, 2025, Loudon Investment Management, LLC reported 94 positions worth 90.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology27,036 4.0M7.33%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—33,916$9.6M5.01%
FASTENAL COFASTIndustrials158,632$7.8M4.07%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy217,371$6.8M3.56%
SPDR S&P 500 ETF TRUSTSPY—9,467$6.3M3.30%
GENPACT LTDGTechnology144,875$6.1M3.18%
LINCOLN NATIONAL CORPLNCFinancial Services139,564$5.6M2.95%
TRUIST FINANCIAL CORPTFCFinancial Services120,774$5.5M2.89%
QUALCOMM INCQCOMTechnology32,916$5.5M2.87%
LOWES COMPANIES INCLOWConsumer Cyclical21,712$5.5M2.86%
T-MOBILE US INCTMUSCommunication Services20,750$5.0M2.60%
CISCO SYSTEMS INCCSCOTechnology72,570$5.0M2.60%
ABBVIE INCABBVEquity20,802$4.8M2.52%
JPMORGAN CHASE & COJPMFinancial Services13,755$4.3M2.27%
APPLE INCAAPLTechnology16,971$4.3M2.26%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology14,492$4.0M2.12%
ILLINOIS TOOL WORKS INCITWIndustrials14,425$3.8M1.97%
CATERPILLAR INCCATIndustrials7,866$3.8M1.97%
ABBOTT LABORATORIESABTHealthcare25,437$3.4M1.78%
NEXTERA ENERGY INCNEEUtilities42,205$3.2M1.67%
CUMMINS INCCMIIndustrials7,526$3.2M1.66%
ESSEX PROPERTY TRUST INCESSReal Estate11,783$3.2M1.65%
NOVO NORDISK A SNVOHealthcare55,381$3.1M1.61%
AMERICAN TOWER CORPAMTReal Estate15,273$2.9M1.54%
DIGITAL REALTY TRUST INCDLRReal Estate16,235$2.8M1.47%