Loudon Investment Management, LLC
96 holdingsFiling period: 2026-03-31Current AUM: $207.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 27.5K | $10.2M | $12.8M | 6.15% | +265 | 2026-03-31 |
| 2 | XLK | SELECT SECTOR SPDR TR | 62.4K | $8.3M | $10.9M | 5.27% | -4,614 | 2026-03-31 |
| 3 | EPD | ENTERPRISE PRODS PARTNERS L | 217.9K | $8.2M | $8.3M | 3.99% | -- | 2026-03-31 |
| 4 | FAST | FASTENAL CO | 157.9K | $7.3M | $7.5M | 3.62% | -700 | 2026-03-31 |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 9.3K | $6.0M | $6.9M | 3.34% | -120 | 2026-03-31 |
| 6 | CSCO | CISCO SYS INC | 71.8K | $5.6M | $8.3M | 4.00% | -235 | 2026-03-31 |
| 7 | TFC | TRUIST FINL CORP | 119.1K | $5.5M | $6.2M | 2.97% | -1,700 | 2026-03-31 |
| 8 | — | GENPACT LIMITED | 145.3K | $5.4M | $5.4M | 2.60% | -- | 2026-03-31 |
| 9 | CAT | CATERPILLAR INC | 7.4K | $5.3M | $6.1M | 2.92% | -15 | 2026-03-31 |
| 10 | O | REALTY INCOME CORP | 83.8K | $5.1M | $5.4M | 2.58% | +800 | 2026-03-31 |
| 11 | LOW | LOWES COS INC | 21.4K | $5.0M | $4.4M | 2.14% | -70 | 2026-03-31 |
| 12 | LNC | LINCOLN NATL CORP IND | 135.5K | $4.8M | $6.2M | 2.97% | -- | 2026-03-31 |
| 13 | TMUS | T-MOBILE US INC | 22.8K | $4.8M | $3.9M | 1.89% | +7.6K | 2026-03-31 |
| 14 | ABBV | ABBVIE INC | 20.2K | $4.4M | $5.1M | 2.44% | -475 | 2026-03-31 |
| 15 | AAPL | APPLE INC | 16.5K | $4.2M | $5.1M | 2.45% | -450 | 2026-03-31 |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 12.3K | $4.2M | $5.0M | 2.39% | -1,665 | 2026-03-31 |
| 17 | NEE | NEXTERA ENERGY INC | 44.1K | $4.1M | $3.8M | 1.84% | -- | 2026-03-31 |
| 18 | QCOM | QUALCOMM INC | 31.5K | $4.1M | $4.7M | 2.24% | -942 | 2026-03-31 |
| 19 | CMI | CUMMINS INC | 7.2K | $3.9M | $4.6M | 2.19% | -- | 2026-03-31 |
| 20 | JPM | JPMORGAN CHASE & CO | 13.1K | $3.8M | $4.6M | 2.21% | -600 | 2026-03-31 |
| 21 | ITW | ILLINOIS TOOL WKS INC | 13.7K | $3.6M | $3.9M | 1.89% | +115 | 2026-03-31 |
| 22 | USB | US BANCORP | 58.8K | $3.1M | $3.7M | 1.78% | -- | 2026-03-31 |
| 23 | DLR | DIGITAL RLTY TR INC | 15.3K | $2.8M | $2.9M | 1.39% | -- | 2026-03-31 |
| 24 | AMT | AMERICAN TOWER CORP | 15.3K | $2.6M | $2.7M | 1.28% | +495 | 2026-03-31 |
| 25 | EMR | EMERSON ELEC CO | 20.2K | $2.6M | $3.0M | 1.45% | -- | 2026-03-31 |
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