Loudon Investment Management, LLC

Est. AUM

$185.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COM	$10.2M	27495	5.48%	SOLE
2	SELECT SECTOR SPDR TR	COM	$8.3M	62432	4.47%	SOLE
3	ENTERPRISE PRODS PARTNERS L	COM	$8.2M	217907	4.44%	SOLE
4	FASTENAL CO	COM	$7.3M	157907	3.94%	SOLE
5	STATE STR SPDR S&P 500 ETF T	COM	$6.0M	9282	3.25%	SOLE
6	CISCO SYS INC	COM	$5.6M	71770	3.00%	SOLE
7	TRUIST FINL CORP	COM	$5.5M	119074	2.95%	SOLE
8	GENPACT LIMITED	COM	$5.4M	145260	2.91%	SOLE
9	CATERPILLAR INC	COM	$5.3M	7441	2.84%	SOLE
10	REALTY INCOME CORP	COM	$5.1M	83850	2.76%	SOLE
11	LOWES COS INC	COM	$5.0M	21372	2.72%	SOLE
12	LINCOLN NATL CORP IND	COM	$4.8M	135489	2.59%	SOLE
13	T-MOBILE US INC	COM	$4.8M	22753	2.57%	SOLE
14	ABBVIE INC	COM	$4.4M	20227	2.37%	SOLE
15	APPLE INC	COM	$4.2M	16521	2.26%	SOLE
16	TAIWAN SEMICONDUCTOR MANUFAC	COM	$4.2M	12302	2.24%	SOLE
17	NEXTERA ENERGY INC	COM	$4.1M	44110	2.21%	SOLE
18	QUALCOMM INC	COM	$4.1M	31513	2.18%	SOLE
19	CUMMINS INC	COM	$3.9M	7176	2.08%	SOLE
20	JPMORGAN CHASE & CO	COM	$3.8M	13055	2.07%	SOLE
21	ILLINOIS TOOL WKS INC	COM	$3.6M	13680	1.92%	SOLE
22	US BANCORP	COM	$3.1M	58845	1.65%	SOLE
23	DIGITAL RLTY TR INC	COM	$2.8M	15305	1.48%	SOLE
24	EMERSON ELEC CO	COM	$2.6M	20180	1.42%	SOLE
25	AMERICAN TOWER CORP	COM	$2.6M	15323	1.42%	SOLE
26	DOMINOS PIZZA INC	COM	$2.5M	7077	1.37%	SOLE
27	ABBOTT LABORATORIES	COM	$2.5M	24492	1.35%	SOLE
28	DEERE & CO	COM	$2.3M	4031	1.22%	SOLE
29	AMERIPRISE FINL INC	COM	$2.1M	4630	1.11%	SOLE
30	AUTOMATIC DATA PROCESSING IN	COM	$1.9M	9538	1.04%	SOLE
31	ACCENTURE PLC IRELAND	COM	$1.9M	9460	1.01%	SOLE
32	AMGEN INC	COM	$1.8M	5087	0.96%	SOLE
33	PENTAIR PLC	COM	$1.8M	20332	0.95%	SOLE
34	NOVO-NORDISK A S	COM	$1.6M	44733	0.88%	SOLE
35	ENBRIDGE INC	COM	$1.6M	29951	0.87%	SOLE
36	MERCK & CO INC	COM	$1.5M	12803	0.83%	SOLE
37	PROLOGIS INC.	COM	$1.5M	11405	0.81%	SOLE
38	ISHARES TR	COM	$1.4M	27937	0.77%	SOLE
39	GLACIER BANCORP INC NEW	COM	$1.4M	31439	0.76%	SOLE
40	JOHNSON & JOHNSON	COM	$1.4M	5696	0.75%	SOLE
41	LOCKHEED MARTIN CORP	COM	$1.4M	2289	0.74%	SOLE
42	VANGUARD SCOTTSDALE FDS	COM	$1.1M	14474	0.62%	SOLE
43	STANLEY BLACK & DECKER INC	COM	$1.1M	15445	0.59%	SOLE
44	BANK NEW YORK MELLON CORP	COM	$1.1M	9177	0.59%	SOLE
45	UGI CORP NEW	COM	$1.1M	29285	0.57%	SOLE
46	VANGUARD INDEX FDS	COM	$1.0M	3254	0.56%	SOLE
47	VALERO ENERGY CORP	COM	$1.0M	4219	0.56%	SOLE
48	GENERAL DYNAMICS CORP	COM	$1.0M	2935	0.54%	SOLE
49	AFLAC INC	COM	$966K	8801	0.52%	SOLE
50	PEPSICO INC	COM	$960K	6185	0.52%	SOLE

1–50 of 95

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.