Loudon Investment Management, LLC
CIK: 0001597089SEC EDGAR →
Portfolio Value
$191.4M
Holdings
93
As of
Q4 2025
New Positions
5
Closed Positions
10
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 27,230 | $13.2M | 6.88% |
| 2 | SELECT SECTOR SPDR TR | 67,046 | $9.7M | 5.04% |
| 3 | ENTERPRISE PRODS PARTNERS L | 217,907 | $7.0M | 3.65% |
| 4 | GENPACT LIMITED | 145,260 | $6.8M | 3.55% |
| 5 | SPDR S&P 500 ETF TR | 9,402 | $6.4M | 3.35% |
| 6 | FASTENAL CO | 158,607 | $6.4M | 3.32% |
| 7 | LINCOLN NATL CORP IND | 135,489 | $6.0M | 3.15% |
| 8 | TRUIST FINL CORP | 120,774 | $5.9M | 3.10% |
| 9 | QUALCOMM INC | 32,455 | $5.6M | 2.90% |
| 10 | CISCO SYS INC | 72,005 | $5.5M | 2.90% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $52.1M | 27.2% |
| Technology | 11 | $45.4M | 23.7% |
| Industrials | 14 | $31.3M | 16.4% |
| Healthcare | 8 | $15.4M | 8.0% |
| Real Estate | 6 | $9.9M | 5.2% |
| Energy | 5 | $9.8M | 5.1% |
| Consumer Cyclical | 4 | $9.0M | 4.7% |
| Utilities | 5 | $6.3M | 3.3% |
| Unknown | 3 | $5.1M | 2.7% |
| Communication Services | 3 | $4.0M | 2.1% |
| Consumer Defensive | 4 | $2.5M | 1.3% |
| Basic Materials | 2 | $657K | 0.3% |