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LIM

Loudon Investment Management Portfolio holdings

AUM $186M
1-Year Est. Return 14.24%
This Fund
S&P 500
This Quarter Est. Return
+5.95%
1 Year Est. Return
+14.24%
3 Year Est. Return
+50.1%
5 Year Est. Return
+68.78%
10 Year Est. Return
+321.58%
AUM
$181M
AUM Growth
+$5.67M
Cap. Flow
-$1.02M
Cap. Flow %
-0.56%
Top 10 Hldgs %
37.63%
Holding
104
New
8
Increased
27
Reduced
44
Closed
5

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$2.56M
2
NEE icon
NextEra Energy
NEE
+$2.03M
3
DPZ icon
Domino's
DPZ
+$1.85M
4
TMUS icon
T-Mobile US
TMUS
+$1.85M
5
PLD icon
Prologis
PLD
+$512K

Top Sells

Rank Stock Value
1
AMGN icon
Amgen
AMGN
+$1.72M
2
QCOM icon
Qualcomm
QCOM
+$1.1M
3
SWK icon
Stanley Black & Decker
SWK
+$1.09M
4
SLB icon
SLB Ltd
SLB
+$1.04M
5
ITW icon
Illinois Tool Works
ITW
+$742K

Sector Composition

Rank Sector Weight
1 Technology 23.1%
2 Industrials 15.25%
3 Financials 13.07%
4 Healthcare 7.96%
5 Real Estate 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMI icon
26
Cummins
CMI
$87.4B
$2.46M 1.36%
7,526
– –
NEE icon
27
NextEra Energy
NEE
$177B
$2.25M 1.25%
32,430
+29,180
+898% +$2.03M
AMGN icon
28
Amgen
AMGN
$226B
$2.13M 1.18%
7,629
-6,083
-44% -$1.72M
PNR icon
29
Pentair
PNR
$10.7B
$2.09M 1.16%
20,382
– –
DE icon
30
Deere & Co
DE
$164B
$2.05M 1.13%
4,031
-100
-2% -$49K
APD icon
31
Air Products & Chemicals
APD
$68.6B
$2.01M 1.11%
7,123
+227
+3% +$62.1K
UGI icon
32
UGI
UGI
$7.29B
$1.93M 1.07%
53,105
– –
SWK icon
33
Stanley Black & Decker
SWK
$15.5B
$1.9M 1.05%
28,068
-16,880
-38% -$1.09M
TMUS icon
34
T-Mobile US
TMUS
$191B
$1.8M 1%
+7,565
New +$1.85M
DPZ icon
35
Domino's
DPZ
$11.5B
$1.78M 0.98%
+3,949
New +$1.85M
ADP icon
36
Automatic Data Processing
ADP
$109B
$1.52M 0.84%
4,933
+97
+2% +$29.8K
O icon
37
Realty Income
O
$58.6B
$1.51M 0.83%
26,170
+10
+0% +$565
VZ icon
38
Verizon
VZ
$195B
$1.47M 0.81%
34,040
-16,612
-33% -$719K
FLOT icon
39
iShares Floating Rate Bond ETF
FLOT
$10.5B
$1.44M 0.8%
28,222
+35
+0.1% +$1.78K
GBCI icon
40
Glacier Bancorp
GBCI
$6.35B
$1.35M 0.75%
31,439
– –
ENB icon
41
Enbridge
ENB
$112B
$1.35M 0.75%
29,801
+8,600
+41% +$390K
AFL icon
42
Aflac
AFL
$61.2B
$1.24M 0.69%
11,801
-1,990
-14% -$209K
XLC icon
43
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$1.21M 0.67%
11,116
+2,506
+29% +$247K
IBM icon
44
IBM
IBM
$223B
$1.16M 0.64%
3,936
-343
-8% -$88.4K
PAYX icon
45
Paychex
PAYX
$43.1B
$1.05M 0.58%
7,195
+300
+4% +$45.2K
LMT icon
46
Lockheed Martin
LMT
$139B
$1M 0.55%
2,164
+7
+0.3% +$3.28K
PLD icon
47
Prologis
PLD
$132B
$995K 0.55%
9,465
+4,880
+106% +$512K
PEP icon
48
PepsiCo
PEP
$188B
$984K 0.54%
7,455
-2,110
-22% -$284K
VTI icon
49
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$980K 0.54%
3,224
-340
-10% -$95.6K
VCSH icon
50
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.9B
$961K 0.53%
12,093
-83
-0.7% -$6.54K
1
2
3 4 5

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Loudon Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Loudon Investment Management held 104 positions worth $181M, up 3.2% from $175M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Loudon Investment Management's Q2 2025 filing shows 8 new, 27 increased, 44 reduced and 5 closed positions. Its largest new stake was Novo Nordisk: 37,671 shares worth $2.6M. The largest sale was Amgen, an estimated $1.72M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 22% a quarter earlier, followed by Industrials and Financials.

  • Loudon Investment Management's largest Q2 2025 buy was Novo Nordisk: 37,671 shares worth $2.6M.
  • Loudon Investment Management added most to NextEra Energy in Q2 2025, an estimated $2.03M increase.
  • Loudon Investment Management's biggest Q2 2025 reduction was Amgen, cutting an estimated $1.72M.
  • Loudon Investment Management fully exited Pfizer in Q2 2025, selling an estimated $567K.
  • Loudon Investment Management's ten largest holdings make up 38% of its $181M portfolio in Q2 2025.
  • Loudon Investment Management opened 8 new positions and closed 5 in Q2 2025.
  • Loudon Investment Management's portfolio value rose 3.2% quarter-over-quarter to $181M.

Based on Loudon Investment Management's 13F filing for Q2 2025, filed 18 Jul 2025.