Loudon Investment Management, LLC Top Holdings and 13F Report (2025) About Loudon Investment Management, LLCInvestment ActivityLoudon Investment Management, LLC has $175.09 million in total holdings as of March 31, 2025.Loudon Investment Management, LLC owns shares of 96 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 6.29% of the portfolio was purchased this quarter.About 5.73% of the portfolio was sold this quarter.This quarter, Loudon Investment Management, LLC has purchased 96 new stocks and bought additional shares in 36 stocks.Loudon Investment Management, LLC sold shares of 34 stocks and completely divested from 5 stocks this quarter.Largest Holdings Microsoft $10,261,661Enterprise Products Partners $7,475,670Genpact $7,417,195Technology Select Sector SPDR Fund $6,600,753Fastenal $6,265,342 Largest New Holdings this Quarter 902681105 - UGI $1,756,182 Holding459200101 - International Business Machines $1,064,016 Holding92939U106 - WEC Energy Group $784,111 Holding74340W103 - Prologis $512,557 Holding92532F100 - Vertex Pharmaceuticals $235,138 Holding Largest Purchases this Quarter Abbott Laboratories 15,052 shares (about $2.00M)UGI 53,105 shares (about $1.76M)International Business Machines 4,279 shares (about $1.06M)WEC Energy Group 7,195 shares (about $784.11K)Paychex 4,545 shares (about $701.20K) Largest Sales this Quarter Comcast 85,564 shares (about $3.16M)Target 12,412 shares (about $1.30M)Archer-Daniels-Midland 26,492 shares (about $1.27M)Merck & Co., Inc. 2,889 shares (about $259.32K)United Parcel Service 2,171 shares (about $238.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLoudon Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$10,261,661$58,185 ▼-0.6%27,3365.9%Computer and TechnologyEPDEnterprise Products Partners$7,475,670$302,310 ▲4.2%218,9714.3%EnergyGGenpact$7,417,195$159,201 ▲2.2%147,2254.2%Business ServicesXLKTechnology Select Sector SPDR Fund$6,600,753$37,166 ▲0.6%31,9683.8%ETFFASTFastenal$6,265,342$21,326 ▼-0.3%80,7913.6%Retail/WholesaleQCOMQUALCOMM$6,205,690$4,608 ▲0.1%40,3993.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$5,257,147$2,797 ▲0.1%9,3983.0%FinanceLOWLowe's Companies$5,174,674$18,658 ▼-0.4%22,1873.0%Retail/WholesaleTFCTruist Financial$5,157,988$103,657 ▲2.1%125,3462.9%FinanceLNCLincoln National$4,833,989$217,794 ▲4.7%134,6142.8%FinanceCSCOCisco Systems$4,696,748$66,955 ▲1.4%76,1102.7%Computer and TechnologyABBVAbbVie$4,491,480$63,275 ▼-1.4%21,4372.6%MedicalITWIllinois Tool Works$4,359,024$38,442 ▼-0.9%17,5762.5%IndustrialsAMGNAmgen$4,271,974$12,462 ▼-0.3%13,7122.4%MedicalESSEssex Property Trust$4,262,549$14,715 ▼-0.3%13,9042.4%FinanceJPMJPMorgan Chase & Co.$4,099,699$143,501 ▲3.6%16,7132.3%FinanceAAPLApple$3,835,2970.0%17,2662.2%Computer and TechnologySWKStanley Black & Decker$3,455,602$217,724 ▼-5.9%44,9482.0%IndustrialsAMTAmerican Tower$3,039,437$268,736 ▲9.7%13,9681.7%FinanceAMPAmeriprise Financial$2,898,3670.0%5,9871.7%FinanceABTAbbott Laboratories$2,796,129$1,996,648 ▲249.7%21,0791.6%MedicalCATCaterpillar$2,601,462$32,980 ▼-1.3%7,8881.5%IndustrialsUSBU.S. Bancorp$2,460,793$9,837 ▼-0.4%58,2851.4%FinanceTSMTaiwan Semiconductor Manufacturing$2,370,812$12,450 ▼-0.5%14,2821.4%Computer and TechnologyDLRDigital Realty Trust$2,362,1360.0%16,4851.3%FinanceCMICummins$2,358,949$56,419 ▲2.5%7,5261.3%Auto/Tires/TrucksVZVerizon Communications$2,297,575$78,246 ▲3.5%50,6521.3%Computer and TechnologyEMREmerson Electric$2,212,5350.0%20,1801.3%IndustrialsSLBSchlumberger$2,206,371$489,896 ▲28.5%52,7841.3%EnergyAPDAir Products and Chemicals$2,033,768$423,800 ▲26.3%6,8961.2%Basic MaterialsDEDeere & Company$1,938,8850.0%4,1311.1%IndustrialsPNRPentair$1,783,0170.0%20,3821.0%Business ServicesUGIUGI$1,756,182$1,756,182 ▲New Holding53,1051.0%UtilitiesAFLAflac$1,533,421$124,533 ▼-7.5%13,7910.9%FinanceORealty Income$1,517,542$242,482 ▲19.0%26,1600.9%FinanceADPAutomatic Data Processing$1,477,577$90,133 ▲6.5%4,8360.8%Business ServicesFLOTiShares Floating Rate Bond ETF$1,438,946$525,049 ▲57.5%28,1870.8%ETFPEPPepsiCo$1,434,176$38,385 ▲2.8%9,5650.8%Consumer StaplesGBCIGlacier Bancorp$1,390,2330.0%31,4390.8%FinanceIBMInternational Business Machines$1,064,016$1,064,016 ▲New Holding4,2790.6%Computer and TechnologyPAYXPaychex$1,063,761$701,203 ▲193.4%6,8950.6%Business ServicesTGTTarget$1,057,376$1,295,317 ▼-55.1%10,1320.6%Retail/WholesaleJNJJohnson & Johnson$1,003,4980.0%6,0510.6%MedicalUPSUnited Parcel Service$988,260$238,788 ▼-19.5%8,9850.6%TransportationVTIVanguard Total Stock Market ETF$979,530$15,941 ▼-1.6%3,5640.6%ETFLMTLockheed Martin$963,553$52,265 ▼-5.1%2,1570.6%AerospaceVCSHVanguard Short-Term Corporate Bond ETF$961,173$10,657 ▼-1.1%12,1760.5%ETFENBEnbridge$939,416$10,634 ▲1.1%21,2010.5%EnergyMRKMerck & Co., Inc.$935,209$259,317 ▼-21.7%10,4190.5%MedicalCMCSAComcast$922,094$3,157,311 ▼-77.4%24,9890.5%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$872,799$5,452 ▲0.6%31,2160.5%ETFTAPMolson Coors Beverage$863,745$151,566 ▲21.3%14,1900.5%Consumer StaplesBKBank of New York Mellon$862,771$27,258 ▲3.3%10,2870.5%FinanceFRTFederal Realty Investment Trust$848,589$234,279 ▼-21.6%8,6750.5%FinanceBSVVanguard Short-Term Bond ETF$847,772$7,280 ▲0.9%10,8300.5%ETFXLCCommunication Services Select Sector SPDR Fund$830,435$75,231 ▲10.0%8,6100.5%ETFWECWEC Energy Group$784,111$784,111 ▲New Holding7,1950.4%UtilitiesGDGeneral Dynamics$760,498$73,051 ▼-8.8%2,7900.4%AerospaceMOAltria Group$754,296$87,032 ▲13.0%12,5670.4%Consumer StaplesPSAPublic Storage$718,2960.0%2,4000.4%FinanceVNQVanguard Real Estate ETF$660,4890.0%7,2950.4%ETFTUTELUS$645,071$1,434 ▼-0.2%44,9840.4%UtilitiesMDTMedtronic$637,287$137,486 ▲27.5%7,0920.4%MedicalWTRGEssential Utilities$611,2520.0%15,4630.3%UtilitiesPMPhilip Morris International$584,920$96,825 ▲19.8%3,6850.3%Consumer StaplesPFEPfizer$566,856$177,380 ▼-23.8%22,3700.3%MedicalSYYSysco$558,6730.0%7,4450.3%Consumer StaplesVLOValero Energy$557,2030.0%4,2190.3%EnergyIJRiShares Core S&P Small-Cap ETF$513,439$2,614 ▲0.5%4,9100.3%ETFPLDPrologis$512,557$512,557 ▲New Holding4,5850.3%FinanceXOMExxon Mobil$465,3730.0%3,9130.3%EnergyECLEcolab$452,7870.0%1,7860.3%Basic MaterialsBLACKROCK INC$445,792$27,448 ▼-5.8%4710.3%COMACWXiShares MSCI ACWI ex U.S. ETF$423,971$6,931 ▼-1.6%7,6460.2%ManufacturingXLFFinancial Select Sector SPDR Fund$385,5290.0%7,7400.2%ETFRSPInvesco S&P 500 Equal Weight ETF$383,358$27,717 ▲7.8%2,2130.2%ETFADMArcher-Daniels-Midland$374,718$1,271,881 ▼-77.2%7,8050.2%Consumer StaplesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$370,864$44,122 ▲13.5%4,0430.2%ETFPGProcter & Gamble$351,406$48,570 ▼-12.1%2,0620.2%Consumer StaplesEXRExtra Space Storage$351,179$196,749 ▼-35.9%2,3650.2%FinanceBIVVanguard Intermediate-Term Bond ETF$345,7140.0%4,5150.2%ETFNOBLProShares S&P 500 Aristocrats ETF$335,150$61,308 ▼-15.5%3,2800.2%ETFQQQInvesco QQQ$331,995$3,751 ▲1.1%7080.2%FinanceCTSHCognizant Technology Solutions$327,5730.0%4,2820.2%Computer and TechnologySDYSPDR S&P Dividend ETF$296,732$2,307 ▲0.8%2,1870.2%ETFCLXClorox$265,197$106,903 ▼-28.7%1,8010.2%Consumer StaplesTTDTrade Desk$257,184$54,720 ▼-17.5%4,7000.1%Computer and TechnologyFDXFedEx$243,780$13,408 ▼-5.2%1,0000.1%TransportationCRWDCrowdStrike$237,9920.0%6750.1%Computer and TechnologyVRTXVertex Pharmaceuticals$235,138$235,138 ▲New Holding4850.1%MedicalNEENextEra Energy$230,3930.0%3,2500.1%UtilitiesCOPConocoPhillips$228,9440.0%2,1800.1%EnergyPPGPPG Industries$218,700$8,201 ▼-3.6%2,0000.1%Basic MaterialsNVDANVIDIA$215,134$18,966 ▲9.7%1,9850.1%Computer and TechnologyCLColgate-Palmolive$214,948$64,934 ▼-23.2%2,2940.1%Consumer StaplesAMZNAmazon.com$205,481$19,026 ▲10.2%1,0800.1%Retail/WholesaleCCICrown Castle$0$975,398 ▼-100.0%00.0%FinanceWHRWhirlpool$0$380,188 ▼-100.0%00.0%Consumer DiscretionaryTSLATesla$0$262,496 ▼-100.0%00.0%Auto/Tires/TrucksTROWT. Rowe Price Group$0$216,002 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
