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Latest LOUDON INVESTMENT MANAGEMENT, LLC Stock Portfolio

$185Million | No. of Holdings #95

LOUDON INVESTMENT MANAGEMENT, LLC Performance

2026 Q1-2.73%
YTD-2.73%
2025+10.11%

About LOUDON INVESTMENT MANAGEMENT, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Loudon Investment Management, LLC reported an equity portfolio of $185.8 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Loudon Investment Management, LLC are MSFT, XLB, EPD. The fund has invested 5.5% of it's portfolio in MICROSOFT CORP and 4.5% of portfolio in SELECT SECTOR SPDR TR. <br><br> The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB) and AIR PRODS & CHEMS INC (APD) stocks. They significantly reduced their stock positions in INTERNATIONAL BUSINESS MACHS (IBM), TELUS CORPORATION (TU) and ACCENTURE PLC IRELAND (ACN). Loudon Investment Management, LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB), MARSH & MCLENNAN COS INC (MMC) and PHILLIPS 66 (PSX). The fund showed a lot of confidence in some stocks as they added substantially to AUTOMATIC DATA PROCESSING IN (ADP), T-MOBILE US INC (TMUS) and VANGUARD BD INDEX FDS (BIV).
LOUDON INVESTMENT MANAGEMENT, LLC Equity Portfolio Value
Last Reported on: 11 May, 2026
$185Million
  as of May 11, 2026

LOUDON INVESTMENT MANAGEMENT, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Loudon Investment Management, LLC made a return of -2.73% in the last quarter. In trailing 12 months, it's portfolio return was 7.74%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
select sector spdr tr695,333
select sector spdr tr694,535
marsh & mclennan cos inc624,420
phillips 66278,189
chevron corporation233,797
New stocks bought by LOUDON INVESTMENT MANAGEMENT, LLC

Additions

Ticker% Inc.
automatic data processing in50.37
t-mobile us inc50.33
vanguard bd index fds19.86
invesco exchange traded fd t17.64
h2o america14.31
vanguard scottsdale fds14.04
invesco qqq tr12.48
paychex inc3.45
Additions to existing portfolio by LOUDON INVESTMENT MANAGEMENT, LLC

Reductions

Ticker% Reduced
international business machs-49.49
telus corporation-39.37
accenture plc ireland-21.15
spdr series trust-19.83
ugi corp new-17.7
taiwan semiconductor manufac-11.92
novo-nordisk a s-10.86
dominos pizza inc-10.24
LOUDON INVESTMENT MANAGEMENT, LLC reduced stake in above stock

Sold off

Ticker$ Sold
select sector spdr tr-423,920
select sector spdr tr-1,044,130
air prods & chems inc-270,487
LOUDON INVESTMENT MANAGEMENT, LLC got rid off the above stocks

Sector Distribution

Loudon Investment Management, LLC has about 18.4% of it's holdings in Industrials sector.

  • Industrials
  • Technology
  • Others
  • Financial Services
  • Real Estate
  • Energy
  • Healthcare
  • Utilities
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
Sector%
Industrials18.4
Technology17.6
Others17.6
Financial Services12.8
Real Estate7.1
Energy6.7
Healthcare6.6
Utilities4.4
Consumer Cyclical4.3
Communication Services2.8
Consumer Defensive1.5

Market Cap. Distribution

Loudon Investment Management, LLC has about 74.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP49.6
MEGA-CAP24.9
UNALLOCATED17.6
MID-CAP7.7

Stocks belong to which Index?

About 70.6% of the stocks held by Loudon Investment Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50068.9
Others29.4
RUSSELL 20001.7
Top 5 Winners (%)%
VLO
valero energy corp
51.8 %
COP
conocophillips
41.0 %
XOM
exxon mobil corp
40.8 %
XLB
select sector spdr tr
36.0 %
ADM
archer daniels midland co
26.4 %
Top 5 Winners ($)$
EPD
enterprise prods partners l
1.3 M
CAT
caterpillar inc
1.0 M
FAST
fastenal co
1.0 M
NEE
nextera energy inc
0.6 M
TSM
taiwan semiconductor manufac
0.4 M
Top 5 Losers (%)%
SHOP
shopify inc
-26.3 %
NVO
novo-nordisk a s
-26.3 %
QCOM
qualcomm inc
-24.4 %
MSFT
microsoft corp
-23.4 %
ACN
accenture plc ireland
-23.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-3.1 M
G
genpact limited
-1.4 M
QCOM
qualcomm inc
-1.4 M
LNC
lincoln natl corp ind
-1.2 M
ACN
accenture plc ireland
-0.8 M

LOUDON INVESTMENT MANAGEMENT, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LOUDON INVESTMENT MANAGEMENT, LLC

Loudon Investment Management, LLC has 95 stocks in it's portfolio. About 36% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. EPD was the most profitable stock for Loudon Investment Management, LLC last quarter.

$185.79MTotal Value
98.00Positions
11 May, 2026Last Reported
Current holdings of Current Stock Holdings of LOUDON INVESTMENT MANAGEMENT, LLC, last reported on 11 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LOUDON INVESTMENT MANAGEMENT, LLC's holding in Ishares Tr over time
0.29%7,926
$542.7K
0.29%
increased 0.29 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
LOUDON INVESTMENT MANAGEMENT, LLC's holding in Spdr Series Trust over time
0.24%4,885
$447.7K
0.24%
decreased 19.83 percentreduced
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
LOUDON INVESTMENT MANAGEMENT, LLC's holding in Vanguard Bd Index Fds over time
0.46%10,801
$846.9K
0.46%
unchanged 0 percentunchanged
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
LOUDON INVESTMENT MANAGEMENT, LLC's holding in Vanguard Bd Index Fds over time
0.26%6,133
$473.3K
0.26%
increased 19.86 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
LOUDON INVESTMENT MANAGEMENT, LLC's holding in Vanguard Scottsdale Fds over time
0.62%14,474
$1.15M
0.62%
increased 14.04 percentadded
BZQ
Proshares Tr

Proshares Tr

BZQ
LOUDON INVESTMENT MANAGEMENT, LLC's holding in Proshares Tr over time
0.16%2,720
$288.3K
0.16%
unchanged 0 percentunchanged