We are live on ! Find out more
LIM

Loudon Investment Management Portfolio holdings

AUM $204M
1-Year Est. Return 20.86%
This Fund
S&P 500
This Quarter Est. Return
+12.09%
1 Year Est. Return
+20.86%
3 Year Est. Return
+61.58%
5 Year Est. Return
+79.97%
10 Year Est. Return
+245.67%
AUM
$204M
AUM Growth
+$17.9M
Cap. Flow
+$2.19M
Cap. Flow %
1.07%
Top 10 Hldgs %
38.52%
Holding
98
New
3
Increased
27
Reduced
38
Closed
3

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.96M
2
TMUS icon
T-Mobile US
TMUS
+$1.22M
3
ACN icon
Accenture
ACN
+$1.2M
4
MSFT icon
Microsoft
MSFT
+$777K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$687K

Top Sells

Rank Stock Value
1
CMI icon
Cummins
CMI
+$942K
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$695K
3
AMT icon
American Tower
AMT
+$612K
4
DPZ icon
Domino's
DPZ
+$569K
5
MDT icon
Medtronic
MDT
+$491K

Sector Composition

Rank Sector Weight
1 Technology 24.36%
2 Industrials 16.82%
3 Miscellaneous 16.43%
4 Financials 12.51%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLK icon
1
State Street Technology Select Sector SPDR ETF
XLK
$122B
$12.7M 6.22%
66,455
+4,023
+6% +$687K
MSFT icon
2
Microsoft
MSFT
$3.71T
$11M 5.39%
29,416
+1,921
+7% +$777K
CSCO icon
3
Cisco
CSCO
$431B
$8.16M 4.01%
69,470
-2,300
-3% -$241K
EPD icon
4
Enterprise Products Partners
EPD
$84.1B
$8.01M 3.93%
217,907
– –
FAST icon
5
Fastenal
FAST
$56.9B
$7.55M 3.71%
157,269
-638
-0.4% -$29K
CAT icon
6
Caterpillar
CAT
$374B
$7.49M 3.68%
7,033
-408
-5% -$358K
SPY icon
7
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$6.75M 3.32%
9,042
-240
-3% -$174K
TFC icon
8
Truist Financial
TFC
$63.1B
$5.83M 2.86%
116,962
-2,112
-2% -$104K
QCOM icon
9
Qualcomm
QCOM
$180B
$5.59M 2.74%
30,226
-1,287
-4% -$241K
TSM icon
10
TSMC
TSM
$2.22T
$5.45M 2.68%
11,414
-888
-7% -$360K
O icon
11
Realty Income
O
$58B
$5.43M 2.67%
87,655
+3,805
+5% +$237K
ABBV icon
12
AbbVie
ABBV
$453B
$5.02M 2.46%
19,952
-275
-1% -$59.2K
TMUS icon
13
T-Mobile US
TMUS
$195B
$4.9M 2.4%
29,198
+6,445
+28% +$1.22M
AAPL icon
14
Apple
AAPL
$4.67T
$4.71M 2.31%
16,291
-230
-1% -$65.8K
LOW icon
15
Lowe's Companies
LOW
$115B
$4.71M 2.31%
21,372
– –
LNC icon
16
Lincoln National
LNC
$8.71B
$4.45M 2.19%
126,004
-9,485
-7% -$341K
JPM icon
17
JPMorgan Chase
JPM
$953B
$4.26M 2.09%
13,005
-50
-0.4% -$15.5K
CMI icon
18
Cummins
CMI
$77.2B
$4.1M 2.01%
5,746
-1,430
-20% -$942K
NEE icon
19
NextEra Energy
NEE
$174B
$3.89M 1.91%
44,370
+260
+0.6% +$23.5K
NVDA icon
20
NVIDIA
NVDA
$5.56T
$3.82M 1.87%
19,082
+14,415
+309% +$2.96M
G icon
21
Genpact
G
$6.27B
$3.79M 1.86%
137,935
-7,325
-5% -$241K
ITW icon
22
Illinois Tool Works
ITW
$76.9B
$3.7M 1.82%
13,680
– –
USB icon
23
US Bancorp
USB
$98.7B
$3.56M 1.75%
58,930
+85
+0.1% +$4.76K
EMR icon
24
Emerson Electric
EMR
$85.2B
$2.89M 1.42%
20,180
– –
ADP icon
25
Automatic Data Processing
ADP
$110B
$2.76M 1.35%
12,318
+2,780
+29% +$594K
1
2 3 4

Similar funds

AA
AF Advisors Sacramento, California $204M AUM 22.06% 1-Year Est. Return
PAM
Pacific Asset Management Gig Harbor, Washington $204M AUM 21.57% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return
MGW
MB Generational Wealth Spokane, Washington $204M AUM 25.77% 1-Year Est. Return
RM
Redpoint Management Woodside, California $204M AUM 31.92% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
LHA
Little Harbor Advisors Marblehead, Massachusetts $203M AUM 19.34% 1-Year Est. Return

Loudon Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Loudon Investment Management held 98 positions worth $204M, up 9.6% from $186M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Loudon Investment Management's Q2 2026 filing shows 3 new, 27 increased, 38 reduced and 3 closed positions. Its largest new stake was State Street Industrial Select Sector SPDR ETF: 1,950 shares worth $361K. The largest sale was Cummins, an estimated $942K.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 22% a quarter earlier, followed by Industrials and Miscellaneous.

  • Loudon Investment Management's largest Q2 2026 buy was State Street Industrial Select Sector SPDR ETF: 1,950 shares worth $361K.
  • Loudon Investment Management added most to NVIDIA in Q2 2026, an estimated $2.96M increase.
  • Loudon Investment Management's biggest Q2 2026 reduction was Cummins, cutting an estimated $942K.
  • Loudon Investment Management fully exited State Street Consumer Staples Select Sector SPDR ETF in Q2 2026, selling an estimated $695K.
  • Loudon Investment Management's ten largest holdings make up 39% of its $204M portfolio in Q2 2026.
  • Loudon Investment Management opened 3 new positions and closed 3 in Q2 2026.
  • Loudon Investment Management's portfolio value rose 9.6% quarter-over-quarter to $204M.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.