Loudon Investment Management, LLC Portfolio Holdings
Q3 2025•94 long positions•$190.9M portfolio value
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Holding104 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $14.0M 7.33% | -$77.7K Sold | 0.0% 27.0K shares | 27.2K → 27.0K −$77.7K | -0.55% | $3.85T Mega Cap | Q4 2013 Held for 11y 11m | |
ETF ETF | $9.6M 5.01% | +$418.6K Bought | — 33.9K shares | 32.4K → 33.9K +$418.6K | +4.58% | — — | Q2 2021 Held for 4y 5m | |
Industrial - Distribution Industrials | $7.8M 4.07% | -$22.1K Sold | 0.014% 158.6K shares | 159.1K → 158.6K −$22.1K | -0.28% | $56.3B Large Cap | Q2 2015 Held for 10y 5m | |
Oil & Gas Midstream Energy | $6.8M 3.56% | — | 0.01% 217.4K shares | — | — | $67.7B Large Cap | Q4 2013 Held for 11y 11m | |
ETF ETF | $6.3M 3.3% | -$35.3K Sold | — 9.5K shares | 9.5K → 9.5K −$35.3K | -0.56% | — — | Q4 2013 Held for 11y 11m | |
Information Technology Services Technology | $6.1M 3.18% | -$78.5K Sold | 0.083% 144.9K shares | 146.8K → 144.9K −$78.5K | -1.28% | $7.3B Mid Cap | Q1 2024 Held for 1y 8m | |
Insurance - Life Financial Services | $5.6M 2.95% | — | 0.074% 139.6K shares | — | — | $7.6B Mid Cap | Q1 2024 Held for 1y 8m | |
Banks - Regional Financial Services | $5.5M 2.89% | -$185.0K Sold | 0.009% 120.8K shares | 124.8K → 120.8K −$185.0K | -3.24% | $59.0B Large Cap | Q2 2019 Held for 6y 5m | |
Semiconductors Technology | $5.5M 2.87% | — | 0.003% 32.9K shares | — | — | $179.50B Large Cap | Q1 2017 Held for 8y 8m | |
Home Improvement Consumer Cyclical | $5.5M 2.86% | -$62.8K Sold | 0.004% 21.7K shares | 22.0K → 21.7K −$62.8K | -1.14% | $140.94B Large Cap | Q2 2019 Held for 6y 5m | |
Telecommunications Services Communication Services | $5.0M 2.6% | +$3.2M Bought | 0.002% 20.8K shares | 7.6K → 20.8K +$3.2M | +174.29% | $269.40B Mega Cap | Q2 2025 Held for 5 months | |
Communication Equipment Technology | $5.0M 2.6% | -$8.6K Sold | 0.002% 72.6K shares | 72.7K → 72.6K −$8.6K | -0.17% | $270.48B Mega Cap | Q4 2013 Held for 11y 11m | |
Drug Manufacturers - General Healthcare | $4.8M 2.52% | -$31.3K Sold | 0.001% 20.8K shares | 20.9K → 20.8K −$31.3K | -0.64% | $409.03B Mega Cap | Q4 2013 Held for 11y 11m | |
Banks - Diversified Financial Services | $4.3M 2.27% | -$24.6K Sold | 0.001% 13.8K shares | 13.8K → 13.8K −$24.6K | -0.56% | $867.35B Mega Cap | Q1 2021 Held for 4y 8m | |
Consumer Electronics Technology | $4.3M 2.26% | -$1.3K Sold | 0.0% 17.0K shares | 17.0K → 17.0K −$1.3K | -0.03% | $3.78T Mega Cap | Q4 2013 Held for 11y 11m | |
Semiconductors Technology | $4.0M 2.12% | +$37.7K Bought | — 14.5K shares | 14.4K → 14.5K +$37.7K | +0.94% | — — | Q4 2022 Held for 2y 11m | |
Industrial - Machinery Industrials | $3.8M 1.97% | -$20.9K Sold | 0.005% 14.4K shares | 14.5K → 14.4K −$20.9K | -0.55% | $76.0B Large Cap | Q3 2018 Held for 7y 2m | |
Agricultural - Machinery Industrials | $3.8M 1.97% | -$4.8K Sold | 0.002% 7.9K shares | 7.9K → 7.9K −$4.8K | -0.13% | $223.53B Mega Cap | Q4 2013 Held for 11y 11m | |
Medical - Devices Healthcare | $3.4M 1.78% | +$159.4K Bought | 0.001% 25.4K shares | 24.2K → 25.4K +$159.4K | +4.91% | $233.12B Mega Cap | Q4 2013 Held for 11y 11m | |
Regulated Electric Utilities | $3.2M 1.67% | +$737.9K Bought | 0.002% 42.2K shares | 32.4K → 42.2K +$737.9K | +30.14% | $155.46B Large Cap | Q2 2024 Held for 1y 5m | |
Industrial - Machinery Industrials | $3.2M 1.66% | — | 0.005% 7.5K shares | — | — | $58.2B Large Cap | Q4 2015 Held for 9y 11m | |
REIT - Residential Real Estate | $3.2M 1.65% | -$255.9K Sold | 0.018% 11.8K shares | 12.7K → 11.8K −$255.9K | -7.5% | $17.2B Large Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $3.1M 1.61% | +$982.7K Bought | — 55.4K shares | 37.7K → 55.4K +$982.7K | +47.01% | — — | Q2 2025 Held for 5 months | |
REIT - Specialty Real Estate | $2.9M 1.54% | +$104.8K Bought | 0.003% 15.3K shares | 14.7K → 15.3K +$104.8K | +3.7% | $90.1B Large Cap | Q3 2023 Held for 2y 2m | |
REIT - Office Real Estate | $2.8M 1.47% | — | 0.005% 16.2K shares | — | — | $59.0B Large Cap | Q1 2014 Held for 11y 8m | |
Restaurants Consumer Cyclical | $2.8M 1.47% | +$1.1M Bought | 0.019% 6.5K shares | 3.9K → 6.5K +$1.1M | +64.32% | $14.7B Large Cap | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | $2.8M 1.47% | -$5.3K Sold | 0.004% 57.9K shares | 58.0K → 57.9K −$5.3K | -0.19% | $75.2B Large Cap | Q4 2020 Held for 4y 11m | |
Industrial - Machinery Industrials | $2.6M 1.39% | — | 0.004% 20.2K shares | — | — | $73.8B Large Cap | Q3 2015 Held for 10y 2m | |
Asset Management Financial Services | $2.3M 1.2% | -$7.4K Sold | 0.005% 4.7K shares | 4.7K → 4.7K −$7.4K | -0.32% | $46.3B Large Cap | Q2 2016 Held for 9y 5m | |
Industrial - Machinery Industrials | $2.3M 1.18% | — | 0.012% 20.4K shares | — | — | $18.2B Large Cap | Q3 2022 Held for 3y 2m | |
Agricultural - Machinery Industrials | $1.8M 0.965% | — | 0.001% 4.0K shares | — | — | $123.61B Large Cap | Q4 2013 Held for 11y 11m | |
ETF ETF | $1.7M 0.898% | +$399.3K Bought | — 14.5K shares | 11.1K → 14.5K +$399.3K | +30.34% | — — | Q2 2020 Held for 5y 5m | |
Staffing & Employment Services Industrials | $1.7M 0.889% | +$249.5K Bought | 0.001% 5.8K shares | 4.9K → 5.8K +$249.5K | +17.23% | $118.89B Large Cap | Q4 2013 Held for 11y 11m | |
ETF ETF | $1.7M 0.865% | +$209.4K Bought | — 32.3K shares | 28.2K → 32.3K +$209.4K | +14.53% | — — | Q3 2020 Held for 5y 2m | |
REIT - Retail Real Estate | $1.6M 0.855% | +$41.6K Bought | 0.003% 26.9K shares | 26.2K → 26.9K +$41.6K | +2.62% | $55.6B Large Cap | Q2 2021 Held for 4y 5m | |
Manufacturing - Tools & Accessories Industrials | $1.6M 0.831% | -$499.1K Sold | 0.014% 21.4K shares | 28.1K → 21.4K −$499.1K | -23.92% | $11.5B Large Cap | Q1 2022 Held for 3y 8m | |
Regulated Gas Utilities | $1.6M 0.818% | -$205.2K Sold | 0.022% 46.9K shares | 53.1K → 46.9K −$205.2K | -11.62% | $7.1B Mid Cap | Q1 2025 Held for 8 months | |
Drug Manufacturers - General Healthcare | $1.5M 0.809% | -$608.7K Sold | 0.001% 5.5K shares | 7.6K → 5.5K −$608.7K | -28.27% | $151.93B Large Cap | Q1 2017 Held for 8y 8m | |
Banks - Regional Financial Services | $1.5M 0.801% | — | 0.027% 31.4K shares | — | — | $5.8B Mid Cap | Q4 2013 Held for 11y 11m | |
Oil & Gas Midstream Energy | $1.5M 0.791% | +$7.6K Bought | 0.001% 30.0K shares | 29.8K → 30.0K +$7.6K | +0.5% | $110.03B Large Cap | Q1 2017 Held for 8y 8m | |
REIT - Industrial Real Estate | $1.3M 0.684% | +$222.2K Bought | 0.001% 11.4K shares | 9.5K → 11.4K +$222.2K | +20.5% | $106.28B Large Cap | Q1 2025 Held for 8 months | |
Staffing & Employment Services Industrials | $1.2M 0.636% | +$303.0K Bought | 0.003% 9.6K shares | 7.2K → 9.6K +$303.0K | +33.22% | $45.6B Large Cap | Q4 2013 Held for 11y 11m | |
Insurance - Life Financial Services | $1.1M 0.572% | -$226.2K Sold | 0.002% 9.8K shares | 11.8K → 9.8K −$226.2K | -17.16% | $59.7B Large Cap | Q4 2013 Held for 11y 11m | |
Aerospace & Defense Industrials | $1.1M 0.566% | — | 0.001% 2.2K shares | — | — | $116.55B Large Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.1M 0.556% | +$3.9K Bought | — 3.2K shares | 3.2K → 3.2K +$3.9K | +0.37% | — — | Q1 2020 Held for 5y 8m | |
Drug Manufacturers - General Healthcare | $1.1M 0.553% | -$49.0K Sold | 0.0% 5.7K shares | 6.0K → 5.7K −$49.0K | -4.43% | $446.55B Mega Cap | Q4 2013 Held for 11y 11m | |
Aerospace & Defense Industrials | $1.0M 0.524% | +$49.4K Bought | 0.001% 2.9K shares | 2.8K → 2.9K +$49.4K | +5.2% | $91.7B Large Cap | Q1 2021 Held for 4y 8m | |
Asset Management Financial Services | $999.9K 0.524% | -$27.2K Sold | 0.001% 9.2K shares | 9.4K → 9.2K −$27.2K | -2.65% | $76.8B Large Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $984.5K 0.516% | +$17.9K Bought | — 12.3K shares | 12.1K → 12.3K +$17.9K | +1.85% | — — | Q4 2013 Held for 11y 11m | |
Drug Manufacturers - General Healthcare | $978.0K 0.512% | +$130.1K Bought | 0.0% 11.7K shares | 10.1K → 11.7K +$130.1K | +15.34% | $209.64B Mega Cap | Q2 2021 Held for 4y 5m |
