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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
COP icon
101
ConocoPhillips
COP
$148B
– –
-2,180
Closed -$229K
CTSH icon
102
Cognizant
CTSH
$26.3B
– –
-4,282
Closed -$328K
PFE icon
103
Pfizer
PFE
$155B
– –
-22,370
Closed -$567K
PG icon
104
Procter & Gamble
PG
$337B
– –
-2,062
Closed -$351K
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.