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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
+213.77%
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
MSFT icon
1
Microsoft
MSFT
$3.45T
$13.5M 7.48%
27,186
-150
-0.5% -$65.1K
XLK icon
2
State Street Technology Select Sector SPDR ETF
XLK
$115B
$8.21M 4.54%
64,862
+926
+1% +$103K
EPD icon
3
Enterprise Products Partners
EPD
$82.3B
$6.74M 3.73%
217,371
-1,600
-0.7% -$49.8K
FAST icon
4
Fastenal
FAST
$54.7B
$6.68M 3.7%
159,082
-2,500
-2% -$101K
G icon
5
Genpact
G
$5.96B
$6.46M 3.57%
146,750
-475
-0.3% -$21.5K
SPY icon
6
State Street SPDR S&P 500 ETF Trust
SPY
$789B
$5.88M 3.25%
9,520
+122
+1% +$69.7K
TFC icon
7
Truist Financial
TFC
$63.3B
$5.37M 2.97%
124,821
-525
-0.4% -$20.5K
QCOM icon
8
Qualcomm
QCOM
$155B
$5.24M 2.9%
32,916
-7,483
-19% -$1.1M
CSCO icon
9
Cisco
CSCO
$457B
$5.04M 2.79%
72,695
-3,415
-4% -$210K
LOW icon
10
Lowe's Companies
LOW
$117B
$4.87M 2.7%
21,962
-225
-1% -$50.2K
LNC icon
11
Lincoln National
LNC
$8.72B
$4.83M 2.67%
139,564
+4,950
+4% +$162K
JPM icon
12
JPMorgan Chase
JPM
$935B
$4.01M 2.22%
13,833
-2,880
-17% -$735K
ABBV icon
13
AbbVie
ABBV
$443B
$3.89M 2.15%
20,937
-500
-2% -$92.9K
ESS icon
14
Essex Property Trust
ESS
$18.3B
$3.61M 2%
12,739
-1,165
-8% -$327K
ITW icon
15
Illinois Tool Works
ITW
$82.6B
$3.59M 1.98%
14,505
-3,071
-17% -$742K
AAPL icon
16
Apple
AAPL
$4.54T
$3.48M 1.93%
16,976
-290
-2% -$58.6K
ABT icon
17
Abbott
ABT
$183B
$3.3M 1.82%
24,247
+3,168
+15% +$418K
AMT icon
18
American Tower
AMT
$80.8B
$3.26M 1.8%
14,728
+760
+5% +$164K
TSM icon
19
TSMC
TSM
$2.1T
$3.25M 1.8%
14,357
+75
+0.5% +$13.9K
CAT icon
20
Caterpillar
CAT
$375B
$3.06M 1.69%
7,876
-12
-0.2% -$4K
DLR icon
21
Digital Realty Trust
DLR
$69.8B
$2.83M 1.57%
16,235
-250
-2% -$40.9K
EMR icon
22
Emerson Electric
EMR
$83.9B
$2.69M 1.49%
20,180
– –
USB icon
23
US Bancorp
USB
$98.1B
$2.62M 1.45%
58,005
-280
-0.5% -$11.8K
NVO
24
Novo Nordisk
NVO
$208B
$2.6M 1.44%
+37,671
New +$2.56M
AMP icon
25
Ameriprise Financial
AMP
$48.3B
$2.51M 1.39%
4,695
-1,292
-22% -$638K
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.