Loudon Investment Management, LLC
96 holdingsFiling period: 2026-06-30Current AUM: $209.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | 66.5K | $12.7M | $12.2M | 5.83% | +4.0K | 2026-06-30 |
| 2 | MSFT | MICROSOFT CORP | 29.4K | $11.0M | $14.6M | 6.99% | +1.9K | 2026-06-30 |
| 3 | CSCO | CISCO SYS INC | 69.5K | $8.2M | $7.6M | 3.65% | -2,300 | 2026-06-30 |
| 4 | EPD | ENTERPRISE PRODS PARTNERS L | 217.9K | $8.0M | $8.5M | 4.04% | -- | 2026-06-30 |
| 5 | FAST | FASTENAL CO | 157.3K | $7.6M | $7.8M | 3.71% | -638 | 2026-06-30 |
| 6 | CAT | CATERPILLAR INC | 7.0K | $7.5M | $5.5M | 2.63% | -408 | 2026-06-30 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 9.0K | $6.8M | $6.8M | 3.27% | -240 | 2026-06-30 |
| 8 | TFC | TRUIST FINL CORP | 117.0K | $5.8M | $5.9M | 2.82% | -2,112 | 2026-06-30 |
| 9 | QCOM | QUALCOMM INC | 30.2K | $5.6M | $5.7M | 2.71% | -1,287 | 2026-06-30 |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 11.4K | $5.5M | $4.7M | 2.26% | -888 | 2026-06-30 |
| 11 | O | REALTY INCOME CORP | 87.7K | $5.4M | $5.1M | 2.46% | +3.8K | 2026-06-30 |
| 12 | ABBV | ABBVIE INC | 20.0K | $5.0M | $5.2M | 2.51% | -275 | 2026-06-30 |
| 13 | TMUS | T-MOBILE US INC | 29.2K | $4.9M | $5.3M | 2.52% | +6.4K | 2026-06-30 |
| 14 | AAPL | APPLE INC | 16.3K | $4.7M | $5.4M | 2.58% | -230 | 2026-06-30 |
| 15 | LOW | LOWES COS INC | 21.4K | $4.7M | $4.2M | 1.99% | -- | 2026-06-30 |
| 16 | LNC | LINCOLN NATL CORP IND | 126.0K | $4.5M | $5.5M | 2.62% | -9,485 | 2026-06-30 |
| 17 | JPM | JPMORGAN CHASE & CO | 13.0K | $4.3M | $4.6M | 2.19% | -50 | 2026-06-30 |
| 18 | CMI | CUMMINS INC | 5.7K | $4.1M | $3.1M | 1.48% | -1,430 | 2026-06-30 |
| 19 | NEE | NEXTERA ENERGY INC | 44.4K | $3.9M | $3.6M | 1.72% | +260 | 2026-06-30 |
| 20 | NVDA | NVIDIA CORPORATION | 19.1K | $3.8M | $4.0M | 1.93% | +14.4K | 2026-06-30 |
| 21 | — | GENPACT LIMITED | 137.9K | $3.8M | $3.8M | 1.81% | -7,325 | 2026-06-30 |
| 22 | ITW | ILLINOIS TOOL WKS INC | 13.7K | $3.7M | $3.7M | 1.76% | -- | 2026-06-30 |
| 23 | USB | US BANCORP | 58.9K | $3.6M | $3.7M | 1.75% | +85 | 2026-06-30 |
| 24 | EMR | EMERSON ELEC CO | 20.2K | $2.9M | $3.0M | 1.42% | -- | 2026-06-30 |
| 25 | ADP | AUTOMATIC DATA PROCESSING IN | 12.3K | $2.8M | $3.4M | 1.63% | +2.8K | 2026-06-30 |
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