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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
ECL icon
76
Ecolab
ECL
$79.7B
$481K 0.27%
1,786
– –
ACWX icon
77
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$468K 0.26%
7,687
+41
+0.5% +$2.37K
XOM icon
78
ExxonMobil
XOM
$658B
$465K 0.26%
4,313
+400
+10% +$42.8K
UPS icon
79
United Parcel Service
UPS
$88.4B
$449K 0.25%
4,450
-4,535
-50% -$446K
ADM icon
80
Archer Daniels Midland
ADM
$38.5B
$405K 0.22%
7,680
-125
-2% -$6.08K
XLF icon
81
State Street Financial Select Sector SPDR ETF
XLF
$59.2B
$405K 0.22%
7,740
– –
QQQ icon
82
Invesco QQQ Trust
QQQ
$478B
$396K 0.22%
717
+9
+1% +$4.48K
BIV icon
83
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$353K 0.2%
4,568
+53
+1% +$4.04K
CRWD icon
84
CrowdStrike
CRWD
$226B
$344K 0.19%
2,700
– –
GS icon
85
Goldman Sachs
GS
$302B
$343K 0.19%
+484
New +$280K
TTD icon
86
Trade Desk
TTD
$6.33B
$338K 0.19%
4,700
– –
EXR icon
87
Extra Space Storage
EXR
$31B
$327K 0.18%
2,215
-150
-6% -$21.8K
BIL icon
88
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$304K 0.17%
3,313
-730
-18% -$66.9K
NOBL icon
89
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$299K 0.17%
5,940
-620
-9% -$30.6K
TGT icon
90
Target
TGT
$69B
$271K 0.15%
2,747
-7,385
-73% -$709K
XLI icon
91
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$268K 0.15%
+1,820
New +$248K
AMZN icon
92
Amazon
AMZN
$2.93T
$246K 0.14%
1,123
+43
+4% +$8.51K
FDX icon
93
FedEx
FDX
$76.2B
$239K 0.13%
1,050
+50
+5% +$10.9K
PPG icon
94
PPG Industries
PPG
$25.8B
$228K 0.13%
2,000
– –
SDY icon
95
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$224K 0.12%
1,651
-536
-25% -$71.1K
CLX icon
96
Clorox
CLX
$13.1B
$216K 0.12%
1,801
– –
VRTX icon
97
Vertex Pharmaceuticals
VRTX
$134B
$216K 0.12%
485
– –
TSLA icon
98
Tesla
TSLA
$1.31T
$206K 0.11%
+650
New +$196K
VEA icon
99
Vanguard FTSE Developed Markets ETF
VEA
$237B
$203K 0.11%
+3,563
New +$191K
CL icon
100
Colgate-Palmolive
CL
$73.8B
– –
-2,294
Closed -$215K
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.