Loudon Investment Management, LLC

CIK: 0001597089SEC EDGAR →

Portfolio Value

$191.4B

Holdings

93

As of

Q4 2025

New Positions

5

Closed Positions

10

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MICROSOFT CORP

27,230$13.2B
6.88%
2

SELECT SECTOR SPDR TR

67,046$9.7B
5.04%
3

ENTERPRISE PRODS PARTNERS L

217,907$7.0B
3.65%
4

GENPACT LIMITED

145,260$6.8B
3.55%
5

SPDR S&P 500 ETF TR

9,402$6.4B
3.35%
6

FASTENAL CO

158,607$6.4B
3.32%
7

LINCOLN NATL CORP IND

135,489$6.0B
3.15%
8

TRUIST FINL CORP

120,774$5.9B
3.10%
9

QUALCOMM INC

32,455$5.6B
2.90%
10

CISCO SYS INC

72,005$5.5B
2.90%

Quarterly Changes

Top Buys

ACNNEW
$3.2B
O↑ Increased
$3.0B
XLVNEW
$1.0B
MSFT↑ Increased
$835.3M
G↑ Increased
$726.2M

Top Sells

ESSCLOSED
$3.2B
TMUS↓ Decreased
$1.9B
FAST↓ Decreased
$1.4B
XLC↓ Decreased
$702.1M
XLYCLOSED
$690.2M

New Positions (5)

$3.2B · 12K shares
$1.0B · 7K shares
$677.0M · 15K shares
$266.0M · 5K shares
$219.0M · 485 shares

Closed Positions (6)

$3.2B · 12K shares
$690.2M · 3K shares
$358.1M · 8K shares
$237.4M · 8K shares
$230.3M · 5K shares
$207.7M · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services28$52.1B27.2%
Technology11$45.4B23.7%
Industrials14$31.3B16.4%
Healthcare8$15.4B8.0%
Real Estate6$9.9B5.2%
Energy5$9.8B5.1%
Consumer Cyclical4$9.0B4.7%
Utilities5$6.3B3.3%
Unknown3$5.1B2.7%
Communication Services3$4.0B2.1%
Consumer Defensive4$2.5B1.3%
Basic Materials2$657.0M0.3%