Latest LOUDON INVESTMENT MANAGEMENT, LLC Stock Portfolio

LOUDON INVESTMENT MANAGEMENT, LLC Performance:

2025 Q3: 5.42%YTD: 6.1%2024: 8.4%

Performance for 2025 Q3 is 5.42%, and YTD is 6.1%, and 2024 is 8.4%.

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

In it's latest 13F Holdings report, Loudon Investment Management, LLC reported an equity portfolio of $190.9 Millions as of 30 Sep, 2025.

The top stock holdings of Loudon Investment Management, LLC are MSFT, XLB, FAST. The fund has invested 7.3% of it's portfolio in MICROSOFT CORP and 5% of portfolio in SELECT SECTOR SPDR TR.

The fund managers got completely rid off SCHLUMBERGER LTD (SLB), PHILIP MORRIS INTL INC (PM) and MOLSON COORS BEVERAGE CO (TAP) stocks. They significantly reduced their stock positions in VERIZON COMMUNICATIONS INC (VZ), COMCAST CORP NEW (CMCSA) and AIR PRODS & CHEMS INC (APD). Loudon Investment Management, LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB), ALPHABET INC (GOOG) and SHOPIFY INC. The fund showed a lot of confidence in some stocks as they added substantially to T-MOBILE US INC (TMUS), DOMINOS PIZZA INC (DPZ) and NOVO-NORDISK A S.

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

Our best estimate is that Loudon Investment Management, LLC made a return of 5.42% in the last quarter. In trailing 12 months, it's portfolio return was 2.7%.

New Buys

Ticker	$ Bought
select sector spdr tr	690,163
alphabet inc	347,059
shopify inc	252,637
phillips 66	207,703
conocophillips	206,206

New stocks bought by LOUDON INVESTMENT MANAGEMENT, LLC

Additions

Ticker	% Inc.
t-mobile us inc	174
dominos pizza inc	64.32
novo-nordisk a s	47.01
paychex inc	33.22
select sector spdr tr	30.34
nextera energy inc	30.14
prologis inc.	20.5
automatic data processing in	17.23

Additions to existing portfolio by LOUDON INVESTMENT MANAGEMENT, LLC

Reductions

Ticker	% Reduced
verizon communications inc	-76.07
comcast corp new	-58.79
air prods & chems inc	-54.08
federal rlty invt tr new	-43.94
international business machs	-30.69
wec energy group inc	-28.92
amgen inc	-28.27
stanley black & decker inc	-23.92

LOUDON INVESTMENT MANAGEMENT, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
schlumberger ltd	-775,338
molson coors beverage co	-533,799
united parcel service inc	-449,183
philip morris intl inc	-714,860
target corp	-270,992
ppg inds inc	-227,500
select sector spdr tr	-268,486
clorox co del	-216,246

LOUDON INVESTMENT MANAGEMENT, LLC got rid off the above stocks

Sector Distribution

Loudon Investment Management, LLC has about 19.4% of it's holdings in Technology sector.

Sector	%
Technology	19.4
Others	18.4
Industrials	17.1
Financial Services	12.9
Real Estate	6.9
Healthcare	6.5
Energy	5.2
Consumer Cyclical	4.6
Utilities	4
Communication Services	3
Consumer Defensive	1.4

Market Cap. Distribution

Loudon Investment Management, LLC has about 72.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	53.2
MEGA-CAP	19.7
UNALLOCATED	18.4
MID-CAP	7.9

Stocks belong to which Index?

About 69.9% of the stocks held by Loudon Investment Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	68.2
Others	30.2
RUSSELL 2000	1.7

Top 5 Winners (%)		%
TSLA	tesla inc	40.0 %
CMI	cummins inc	29.0 %
VLO	valero energy corp	26.7 %
ABBV	abbvie inc	24.7 %
AAPL	apple inc	24.1 %

Top 5 Winners ($)		$
FAST	fastenal co	1.1 M
ABBV	abbvie inc	1.0 M
XLB	select sector spdr tr	0.9 M
AAPL	apple inc	0.8 M
LNC	lincoln natl corp ind	0.8 M

Top 5 Losers (%)		%
TTD	the trade desk inc	-31.9 %
	novo-nordisk a s	-17.0 %
AMT	american tower corp new	-12.8 %
PAYX	paychex inc	-11.4 %
DE	deere & co	-10.1 %

Top 5 Losers ($)		$
	novo-nordisk a s	-0.6 M
AMT	american tower corp new	-0.4 M
G	genpact limited	-0.3 M
DE	deere & co	-0.2 M
AMP	ameriprise finl inc	-0.2 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 94 stocks in it's portfolio. About 38% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. FAST was the most profitable stock for Loudon Investment Management, LLC last quarter.

Last Reported on: 14 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.26	16,971	4,321,330	reduced	-0.03

AAXJ	ishares tr	0.26	7,722	502,007	added	0.46

ABBV	abbvie inc	2.52	20,802	4,816,500	reduced	-0.64

ABT	abbott labs	1.78	25,437	3,407,030	added	4.91

ADM	archer daniels midland co	0.22	6,925	413,700	reduced	-9.83

ADP	automatic data processing in	0.89	5,783	1,697,310	added	17.23

AFL	aflac inc	0.57	9,776	1,091,980	reduced	-17.16

AMGN	amgen inc	0.81	5,472	1,544,200	reduced	-28.27

AMP	ameriprise finl inc	1.20	4,680	2,299,050	reduced	-0.32

AMPS	ishares tr	0.86	32,322	1,651,170	added	14.53

AMT	american tower corp new	1.54	15,273	2,937,300	added	3.7

AMZN	amazon com inc	0.13	1,123	246,577	unchanged	0.00

APD	air prods & chems inc	0.47	3,271	892,067	reduced	-54.08

BIL	spdr series trust	0.16	3,313	303,968	unchanged	0.00

BIL	spdr series trust	0.00	0.00	0.00	sold off	-100

BIV	vanguard bd index fds	0.45	10,816	853,491	added	1.51

BIV	vanguard bd index fds	0.19	4,684	365,774	added	2.54

BK	bank new york mellon corp	0.52	9,177	999,926	reduced	-2.65

BNDW	vanguard scottsdale fds	0.52	12,317	984,498	added	1.85

BZQ	proshares tr	0.16	2,870	295,811	reduced	-3.37