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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
DLR icon
26
Digital Realty Trust
DLR
$70.6B
$2.75M 1.35%
15,305
– –
DE icon
27
Deere & Co
DE
$185B
$2.56M 1.26%
4,031
– –
ABT icon
28
Abbott
ABT
$183B
$2.08M 1.02%
22,962
-1,530
-6% -$140K
AMP icon
29
Ameriprise Financial
AMP
$49.4B
$2.05M 1.01%
4,465
-165
-4% -$75.6K
ACN icon
30
Accenture
ACN
$109B
$2.04M 1%
16,386
+6,926
+73% +$1.2M
AMT icon
31
American Tower
AMT
$82.1B
$1.95M 0.96%
11,923
-3,400
-22% -$612K
FLOT icon
32
iShares Floating Rate Bond ETF
FLOT
$10.7B
$1.83M 0.9%
35,857
+7,920
+28% +$403K
NVO
33
Novo Nordisk
NVO
$200B
$1.69M 0.83%
35,308
-9,425
-21% -$405K
MRK icon
34
Merck
MRK
$367B
$1.65M 0.81%
12,803
– –
ENB icon
35
Enbridge
ENB
$110B
$1.64M 0.8%
30,221
+270
+0.9% +$14.8K
GBCI icon
36
Glacier Bancorp
GBCI
$6.03B
$1.62M 0.8%
31,439
– –
PNR icon
37
Pentair
PNR
$9.38B
$1.62M 0.79%
21,117
+785
+4% +$62.1K
DPZ icon
38
Domino's
DPZ
$11.1B
$1.58M 0.78%
5,347
-1,730
-24% -$569K
PLD icon
39
Prologis
PLD
$132B
$1.55M 0.76%
11,405
– –
AMGN icon
40
Amgen
AMGN
$214B
$1.53M 0.75%
4,237
-850
-17% -$291K
PAYX icon
41
Paychex
PAYX
$41.6B
$1.5M 0.74%
15,301
+4,920
+47% +$466K
JNJ icon
42
Johnson & Johnson
JNJ
$651B
$1.41M 0.69%
5,556
-140
-2% -$32.6K
VCSH icon
43
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.6B
$1.27M 0.62%
16,059
+1,585
+11% +$125K
BNY
44
Bank of New York Mellon
BNY
$111B
$1.21M 0.59%
8,337
-840
-9% -$115K
VTI icon
45
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
$1.19M 0.58%
3,208
-46
-1% -$16.4K
IJR icon
46
iShares Core S&P Small-Cap ETF
IJR
$109B
$1.18M 0.58%
7,967
+680
+9% +$93.3K
LMT icon
47
Lockheed Martin
LMT
$124B
$1.17M 0.57%
2,289
– –
SWK icon
48
Stanley Black & Decker
SWK
$14.2B
$1.15M 0.57%
12,240
-3,205
-21% -$251K
VLO icon
49
Valero Energy
VLO
$110B
$1.1M 0.54%
4,219
– –
RSP icon
50
Invesco S&P 500 Equal Weight ETF
RSP
$99.6B
$1.06M 0.52%
4,974
+520
+12% +$106K
1
2
3 4

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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.