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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
+6.68%
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
$191M
AUM Growth
+$10.2M
Cap. Flow
-$110K
Cap. Flow %
-0.06%
Top 10 Hldgs %
38.02%
Holding
104
New
5
Increased
27
Reduced
33
Closed
10

Top Buys

Rank Stock Value
1
TMUS icon
T-Mobile US
TMUS
+$3.19M
2
DPZ icon
Domino's
DPZ
+$1.15M
3
NVO
Novo Nordisk
NVO
+$1.04M
4
NEE icon
NextEra Energy
NEE
+$714K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$659K

Top Sells

Rank Stock Value
1
VZ icon
Verizon
VZ
+$1.12M
2
APD icon
Air Products & Chemicals
APD
+$1.12M
3
SLB icon
SLB Ltd
SLB
+$775K
4
PM icon
Philip Morris
PM
+$715K
5
AMGN icon
Amgen
AMGN
+$626K

Sector Composition

Rank Sector Weight
1 Technology 23.04%
2 Industrials 15.58%
3 Financials 13.17%
4 Healthcare 8.1%
5 Real Estate 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ECL icon
76
Ecolab
ECL
$79.8B
$404K 0.21%
1,476
-310
-17% -$84.2K
GS icon
77
Goldman Sachs
GS
$301B
$385K 0.2%
484
– –
BIV icon
78
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$366K 0.19%
4,684
+116
+3% +$8.98K
VZ icon
79
Verizon
VZ
$196B
$358K 0.19%
8,147
-25,893
-76% -$1.12M
FRT icon
80
Federal Realty Investment Trust
FRT
$10.1B
$354K 0.19%
3,490
-2,735
-44% -$264K
GOOG icon
81
Alphabet (Google) Class C
GOOG
$4.19T
$347K 0.18%
+1,425
New +$300K
CRWD icon
82
CrowdStrike
CRWD
$226B
$331K 0.17%
2,700
– –
EXR icon
83
Extra Space Storage
EXR
$31B
$312K 0.16%
2,215
– –
BIL icon
84
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$304K 0.16%
3,313
– –
NOBL icon
85
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$296K 0.15%
5,740
-200
-3% -$10.3K
TSLA icon
86
Tesla
TSLA
$1.31T
$289K 0.15%
650
– –
SHOP icon
87
Shopify
SHOP
$196B
$253K 0.13%
+1,700
New +$230K
FDX icon
88
FedEx
FDX
$76.3B
$248K 0.13%
1,050
– –
AMZN icon
89
Amazon
AMZN
$2.94T
$247K 0.13%
1,123
– –
CMCSA icon
90
Comcast
CMCSA
$91B
$237K 0.12%
7,556
-10,778
-59% -$361K
TTD icon
91
Trade Desk
TTD
$6.37B
$230K 0.12%
4,700
– –
VEA icon
92
Vanguard FTSE Developed Markets ETF
VEA
$236B
$210K 0.11%
3,506
-57
-2% -$3.32K
PSX icon
93
Phillips 66
PSX
$89.5B
$208K 0.11%
+1,527
New +$196K
COP icon
94
ConocoPhillips
COP
$151B
$206K 0.11%
+2,180
New +$206K
CLX icon
95
Clorox
CLX
$13.1B
– –
-1,801
Closed -$216K
PM icon
96
Philip Morris
PM
$290B
– –
-3,925
Closed -$715K
PPG icon
97
PPG Industries
PPG
$25.8B
– –
-2,000
Closed -$228K
SDY icon
98
State Street SPDR S&P Dividend ETF
SDY
$22.1B
– –
-1,651
Closed -$224K
SLB icon
99
SLB Ltd
SLB
$79.7B
– –
-22,939
Closed -$775K
TAP icon
100
Molson Coors Class B
TAP
$7.83B
– –
-11,100
Closed -$534K
1 2 3
4
5

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RCM
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BGA
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VFG
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Loudon Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Loudon Investment Management held 104 positions worth $191M, up 5.6% from $181M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Loudon Investment Management's Q3 2025 filing shows 5 new, 27 increased, 33 reduced and 10 closed positions. Its largest new stake was State Street Consumer Discretionary Select Sector SPDR ETF: 5,760 shares worth $690K. The largest sale was Verizon, an estimated $1.12M.

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

  • Loudon Investment Management's largest Q3 2025 buy was State Street Consumer Discretionary Select Sector SPDR ETF: 5,760 shares worth $690K.
  • Loudon Investment Management added most to T-Mobile US in Q3 2025, an estimated $3.19M increase.
  • Loudon Investment Management's biggest Q3 2025 reduction was Verizon, cutting an estimated $1.12M.
  • Loudon Investment Management fully exited SLB Ltd in Q3 2025, selling an estimated $775K.
  • Loudon Investment Management's ten largest holdings make up 38% of its $191M portfolio in Q3 2025.
  • Loudon Investment Management opened 5 new positions and closed 10 in Q3 2025.
  • Loudon Investment Management's portfolio value rose 5.6% quarter-over-quarter to $191M.

Based on Loudon Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.