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Asset Manager ← All Institutions

Loudon Investment Management, LLC

Q1 2026 · Filed 2026-02-12
Market Value
$0
-100.0%
Holdings
93
-6
New Purchases
0
Added To
0
Closed
93
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 24 $0 0%
Large Cap 63 $0 0%
Mid Cap 6 $0 0%

Portfolio Analytics

Avg Market Cap
$389.4B
Median Market Cap
$92.7B
Avg P/E
31.3
Median P/E
23.5
Avg Dividend Yield
0.03%
Avg Beta
0.86
# Stocks
73
# ETFs / Funds
20

Top Holdings (93 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AFL —% -$1M -9,276 -100.0% SOLD
2 EXR —% -$288K -2,215 -100.0% SOLD
3 AMP —% -$2M -4,630 -100.0% SOLD
4 ACN —% -$3M -11,997 -100.0% SOLD
5 FDX —% -$303K -1,050 -100.0% SOLD
6 XOM —% -$519K -4,313 -100.0% SOLD
7 NEE —% -$4M -44,110 -100.0% SOLD
8 AMT —% -$3M -14,828 -100.0% SOLD
9 DLR —% -$2M -15,305 -100.0% SOLD
10 GBCI —% -$1M -31,439 -100.0% SOLD
11 APD —% -$270K -1,095 -100.0% SOLD
12 ADM —% -$398K -6,925 -100.0% SOLD
13 COP —% -$204K -2,180 -100.0% SOLD
14 FRT —% -$223K -2,215 -100.0% SOLD
15 GS —% -$425K -484 -100.0% SOLD
16 ABBV —% -$5M -20,702 -100.0% SOLD
17 ECL —% -$387K -1,476 -100.0% SOLD
18 BLK —% -$504K -471 -100.0% SOLD
19 MO —% -$665K -11,538 -100.0% SOLD
20 LOW —% -$5M -21,442 -100.0% SOLD
21 WEC —% -$546K -5,180 -100.0% SOLD
22 IBM —% -$808K -2,728 -100.0% SOLD
23 DE —% -$2M -4,031 -100.0% SOLD
24 WTRG —% -$593K -15,463 -100.0% SOLD
25 NVO —% -$3M -50,183 -100.0% SOLD
26 LMT —% -$1M -2,289 -100.0% SOLD
27 CAT —% -$4M -7,456 -100.0% SOLD
28 PNR —% -$2M -20,332 -100.0% SOLD
29 JPM —% -$4M -13,655 -100.0% SOLD
30 ITW —% -$3M -13,565 -100.0% SOLD
31 G —% -$7M -145,260 -100.0% SOLD
32 TFC —% -$6M -120,774 -100.0% SOLD
33 EPD —% -$7M -217,907 -100.0% SOLD
34 CMI —% -$4M -7,176 -100.0% SOLD
35 PLD —% -$1M -11,405 -100.0% SOLD
36 ABT —% -$3M -24,417 -100.0% SOLD
37 BIV —% -$399K -5,117 -100.0% SOLD
38 LNC —% -$6M -135,489 -100.0% SOLD
39 MRK —% -$1M -12,803 -100.0% SOLD
40 O —% -$5M -83,050 -100.0% SOLD
41 USB —% -$3M -58,845 -100.0% SOLD
42 UGI —% -$1M -35,585 -100.0% SOLD
43 JNJ —% -$1M -5,696 -100.0% SOLD
44 ENB —% -$1M -29,951 -100.0% SOLD
45 VLO —% -$687K -4,219 -100.0% SOLD
46 EMR —% -$3M -20,180 -100.0% SOLD
47 SWK —% -$1M -15,795 -100.0% SOLD
48 HTO —% -$267K -5,450 -100.0% SOLD
49 TU —% -$502K -38,100 -100.0% SOLD
50 MDT —% -$545K -5,672 -100.0% SOLD
51 PSA —% -$623K -2,400 -100.0% SOLD
52 RTX —% -$673K -3,671 -100.0% SOLD
53 TSM —% -$4M -13,967 -100.0% SOLD
54 CSCO —% -$6M -72,005 -100.0% SOLD
55 FAST —% -$6M -158,607 -100.0% SOLD
56 ADP —% -$2M -6,343 -100.0% SOLD
57 DPZ —% -$3M -7,884 -100.0% SOLD
58 ACWX —% -$531K -7,903 -100.0% SOLD
59 VEA —% -$219K -3,506 -100.0% SOLD
60 SYY —% -$549K -7,445 -100.0% SOLD
61 AAPL —% -$5M -16,971 -100.0% SOLD
62 FLOT —% -$1M -27,112 -100.0% SOLD
63 CRWD —% -$316K -675 -100.0% SOLD
64 AMGN —% -$2M -5,262 -100.0% SOLD
65 BSV —% -$851K -10,801 -100.0% SOLD
66 PEP —% -$888K -6,185 -100.0% SOLD
67 SHOP —% -$274K -1,700 -100.0% SOLD
68 RSP —% -$725K -3,786 -100.0% SOLD
69 VTI —% -$1M -3,268 -100.0% SOLD
70 XLF —% -$424K -7,740 -100.0% SOLD
71 NVDA —% -$843K -4,519 -100.0% SOLD
72 NOBL —% -$283K -2,720 -100.0% SOLD
73 QCOM —% -$6M -32,455 -100.0% SOLD
74 SCHD —% -$360K -13,111 -100.0% SOLD
75 SPY —% -$6M -9,402 -100.0% SOLD
76 XLV —% -$1M -6,745 -100.0% SOLD
77 XLC —% -$1M -8,610 -100.0% SOLD
78 GOOG —% -$447K -1,425 -100.0% SOLD
79 BIL —% -$557K -6,093 -100.0% SOLD
80 IJR —% -$877K -7,297 -100.0% SOLD
81 GD —% -$988K -2,935 -100.0% SOLD
82 QQQ —% -$463K -753 -100.0% SOLD
83 AMZN —% -$259K -1,123 -100.0% SOLD
84 TSLA —% -$292K -650 -100.0% SOLD
85 TMUS —% -$3M -15,135 -100.0% SOLD
86 XLK —% -$10M -67,046 -100.0% SOLD
87 PAYX —% -$1M -10,035 -100.0% SOLD
88 XLE —% -$677K -15,148 -100.0% SOLD
89 VCSH —% -$1M -12,692 -100.0% SOLD
90 VRTX —% -$220K -485 -100.0% SOLD
91 VNQ —% -$650K -7,345 -100.0% SOLD
92 BK —% -$1M -9,177 -100.0% SOLD
93 MSFT —% -$13M -27,230 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ABT —%
EXR —%
AMP —%
ACN —%
FDX —%
XOM —%
NEE —%
AMT —%
DLR —%
GBCI —%
APD —%
WTRG —%
AFL —%
FRT —%
GS —%
View SEC EDGAR Filings for Loudon Investment Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms