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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
BIL icon
76
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.5B
$421K 0.21%
4,596
-289
-6% -$26.4K
SCHD icon
77
Schwab US Dividend Equity ETF
SCHD
$111B
$419K 0.21%
13,211
+50
+0.4% +$1.59K
ECL icon
78
Ecolab
ECL
$77.8B
$411K 0.2%
1,476
– –
WEC icon
79
WEC Energy
WEC
$35B
$391K 0.19%
3,350
-1,830
-35% -$209K
XLI icon
80
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$361K 0.18%
+1,950
New +$339K
XLB icon
81
State Street Materials Select Sector SPDR ETF
XLB
$8.59B
$334K 0.16%
6,580
-7,335
-53% -$376K
IBM icon
82
IBM
IBM
$218B
$314K 0.15%
1,118
-260
-19% -$65.5K
FDX icon
83
FedEx
FDX
$74.9B
$313K 0.15%
1,000
– –
TSLA icon
84
Tesla
TSLA
$1.45T
$280K 0.14%
665
– –
NOBL icon
85
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$273K 0.13%
4,860
-580
-11% -$31.4K
PSX icon
86
Phillips 66
PSX
$104B
$258K 0.13%
1,527
– –
EXR icon
87
Extra Space Storage
EXR
$29.5B
$256K 0.13%
1,765
-450
-20% -$64.3K
VEA icon
88
Vanguard FTSE Developed Markets ETF
VEA
$240B
$246K 0.12%
3,457
– –
FRT icon
89
Federal Realty Investment Trust
FRT
$10.2B
$246K 0.12%
1,990
-225
-10% -$26.2K
VRTX icon
90
Vertex Pharmaceuticals
VRTX
$134B
$241K 0.12%
485
– –
COP icon
91
ConocoPhillips
COP
$162B
$227K 0.11%
2,180
– –
CVX icon
92
Chevron
CVX
$414B
$220K 0.11%
1,330
+200
+18% +$37.2K
IWM icon
93
iShares Russell 2000 ETF
IWM
$80.3B
$218K 0.11%
+724
New +$203K
IWR icon
94
iShares Russell Mid-Cap ETF
IWR
$56.7B
$204K 0.1%
+1,852
New +$195K
TU icon
95
Telus
TU
$15.2B
$188K 0.09%
17,800
-5,300
-23% -$64.7K
MDT icon
96
Medtronic
MDT
$118B
– –
-5,672
Closed -$491K
SHOP icon
97
Shopify
SHOP
$172B
– –
-1,700
Closed -$202K
XLP icon
98
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.4B
– –
-8,472
Closed -$695K
1 2 3
4

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4WM
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MGW
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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.