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Latest LOUDON INVESTMENT MANAGEMENT, LLC Stock Portfolio

$203Million | No. of Holdings #95

LOUDON INVESTMENT MANAGEMENT, LLC Performance

2026 Q2+8.12%
YTD+5.17%
2025+10.11%

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

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Loudon Investment Management, LLC reported an equity portfolio of $203.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Loudon Investment Management, LLC are XLB, MSFT, CSCO. The fund has invested 6.2% of it's portfolio in SELECT SECTOR SPDR TR and 5.4% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), MEDTRONIC PLC (MDT) and SHOPIFY INC (SHOP) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), WEC ENERGY GROUP INC (WEC) and DOMINOS PIZZA INC (DPZ). Loudon Investment Management, LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), AMAZON COM INC (AMZN) and PROSHARES TR (BZQ).
LOUDON INVESTMENT MANAGEMENT, LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$203Million
  as of Aug 14, 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 8.12% in the last quarter. In trailing 12 months, it's portfolio return was 12.18%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
select sector spdr tr361,199
ishares tr217,526
ishares tr204,313
New stocks bought by LOUDON INVESTMENT MANAGEMENT, LLC

Additions

Ticker% Inc.
nvidia corporation308
amazon com inc97.15
proshares tr78.68
accenture plc ireland73.21
h2o america48.15
paychex inc47.39
automatic data processing in29.15
ishares tr28.35
Additions to existing portfolio by LOUDON INVESTMENT MANAGEMENT, LLC

Reductions

Ticker% Reduced
select sector spdr tr-52.71
wec energy group inc-35.33
dominos pizza inc-24.45
telus corporation-22.94
american tower corp-22.19
novo-nordisk a s-21.07
stanley black & decker inc-20.75
extra space storage inc-20.32
LOUDON INVESTMENT MANAGEMENT, LLC reduced stake in above stock

Sold off

Ticker$ Sold
select sector spdr tr-694,535
medtronic plc-491,479
shopify inc-201,654
LOUDON INVESTMENT MANAGEMENT, LLC got rid off the above stocks

Sector Distribution

Loudon Investment Management, LLC has about 19.6% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Financial Services
  • Real Estate
  • Healthcare
  • Energy
  • Utilities
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
Sector%
Technology19.6
Others19.4
Industrials18.9
Financial Services12.3
Real Estate6.4
Healthcare5.9
Energy5.9
Utilities4
Consumer Cyclical3.5
Communication Services2.7
Consumer Defensive1.4

Market Cap. Distribution

Loudon Investment Management, LLC has about 75% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP48.3
MEGA-CAP26.7
UNALLOCATED19.4
MID-CAP5.6

Stocks belong to which Index?

About 70.9% 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
Others29.2
RUSSELL 20002
Top 5 Winners (%)%
CRWD
crowdstrike hldgs inc
95.5 %
CSCO
cisco sys inc
50.6 %
CAT
caterpillar inc
48.9 %
QCOM
qualcomm inc
42.6 %
XLB
select sector spdr tr
41.5 %
Top 5 Winners ($)$
XLB
select sector spdr tr
3.7 M
CSCO
cisco sys inc
2.8 M
CAT
caterpillar inc
2.6 M
QCOM
qualcomm inc
1.7 M
TSM
taiwan semiconductor manufac
1.7 M
Top 5 Losers (%)%
BZQ
proshares tr
-40.9 %
ACN
accenture plc ireland
-31.9 %
G
genpact limited
-25.5 %
COP
conocophillips
-21.2 %
XOM
exxon mobil corp
-19.2 %
Top 5 Losers ($)$
G
genpact limited
-1.4 M
TMUS
t-mobile us inc
-1.1 M
ACN
accenture plc ireland
-1.0 M
DPZ
dominos pizza inc
-0.4 M
LOW
lowes cos inc
-0.3 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 38.5% of the portfolio is in top 10 stocks. G proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Loudon Investment Management, LLC last quarter.

$203.69MTotal Value
98.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of LOUDON INVESTMENT MANAGEMENT, LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LOUDON INVESTMENT MANAGEMENT, LLC's holding in Ishares Tr over time
0.31%8,257
$628.4K
0.31%
increased 4.18 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
LOUDON INVESTMENT MANAGEMENT, LLC's holding in Spdr Series Trust over time
0.21%4,596
$421.2K
0.21%
decreased 5.92 percentreduced
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
LOUDON INVESTMENT MANAGEMENT, LLC's holding in Vanguard Bd Index Fds over time
0.47%12,271
$956.0K
0.47%
increased 13.61 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
LOUDON INVESTMENT MANAGEMENT, LLC's holding in Vanguard Bd Index Fds over time
0.24%6,378
$489.2K
0.24%
increased 3.99 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
LOUDON INVESTMENT MANAGEMENT, LLC's holding in Vanguard Scottsdale Fds over time
0.62%16,059
$1.27M
0.62%
increased 10.95 percentadded
BZQ
Proshares Tr

Proshares Tr

BZQ
LOUDON INVESTMENT MANAGEMENT, LLC's holding in Proshares Tr over time
0.13%4,860
$272.9K
0.13%
increased 78.68 percentadded