Loudon Investment Management, LLC Portfolio Holdings

Loudon Investment Management, LLC

  • $182 Million
  • Q3 2024

Loudon Investment Management, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $182 Million distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11.8M, Technology Sector Spdr with a value of $7.19M, Qualcomm Inc with a value of $6.87M, Enterprise Products Partners L.P. with a value of $6.12M, and Lowes Companies Inc with a value of $6.03M.

Examining the 13F form we can see an increase of $12.1M in the current position value, from $170M to 182M.

Loudon Investment Management, LLC is based out at Meriden, NH

Below you can find more details about Loudon Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $182 Million
Technology: $36.4 Million
Industrials: $33.3 Million
Financial Services: $22.7 Million
ETFs: $21.2 Million
Real Estate: $15.1 Million
Healthcare: $14.1 Million
Consumer Defensive: $11.9 Million
Energy: $8.56 Million
Other: $18.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.2T
$11.8 Million 6.5% of portfolio
27,526
Q3 2024 Reduced 0.53%
$185B
$6.87 Million 3.77% of portfolio
40,397
Q3 2024 Reduced 0.54%
$73B
$6.12 Million 3.36% of portfolio
210,116
Q3 2024 Reduced 0.72%
$162B
$6.03 Million 3.31% of portfolio
22,267
Q3 2024 Reduced 0.31%
$43.6B
$5.81 Million 3.19% of portfolio
81,366
Q2 2024 Reduced 0.37%
$8.28B
$5.55 Million 3.05% of portfolio
141,425
Q3 2024 Added 9.69%
$63.2B
$5.28 Million 2.9% of portfolio
123,427
Q3 2024 Reduced 1.75%
$12.5B
$5.21 Million 2.86% of portfolio
47,325
Q3 2024 Reduced 0.11%
$61.5B
$4.76 Million 2.61% of portfolio
30,519
Q3 2024 Added 7.16%
$78.8B
$4.65 Million 2.55% of portfolio
17,731
Q3 2024 Added 1.37%
$146B
$4.43 Million 2.43% of portfolio
13,752
Q3 2024 Reduced 1.54%
$161B
$4.36 Million 2.4% of portfolio
104,440
Q3 2024 Added 3.98%
$303B
$4.35 Million 2.39% of portfolio
22,039
Q3 2024 Reduced 4.05%
$17.7B
$4.23 Million 2.32% of portfolio
15,502
Q2 2024 Reduced 1.99%
$5.64B
$4.04 Million 2.22% of portfolio
128,274
Q3 2024 Added 6.69%
$3.7T
$4.02 Million 2.21% of portfolio
17,266
Q3 2024 Reduced 0.38%
$761B
$3.42 Million 1.88% of portfolio
16,228
Q3 2024 Reduced 0.46%
$204B
$3.19 Million 1.75% of portfolio
8,163
Q3 2024 Reduced 3.03%
$58.9B
$2.92 Million 1.6% of portfolio
6,217
Q3 2024 Reduced 0.88%
$51.3B
$2.76 Million 1.51% of portfolio
17,030
Q3 2024 Reduced 0.12%
$71.9B
$2.73 Million 1.5% of portfolio
59,718
Q3 2024 Reduced 0.39%
$88.6B
$2.74 Million 1.5% of portfolio
11,783
Q2 2024 Added 0.99%
$1.1T
$2.5 Million 1.37% of portfolio
14,417
Q3 2024 Reduced 1.05%
$51.7B
$2.38 Million 1.3% of portfolio
7,346
Q3 2024 Reduced 0.35%
$73.6B
$2.21 Million 1.21% of portfolio
20,180
Q1 2024 Reduced 11.37%
$163B
$2.17 Million 1.19% of portfolio
48,273
Q3 2024 Reduced 1.63%
$28.2B
$2.07 Million 1.14% of portfolio
34,667
Q1 2024 Reduced 0.79%
$16.9B
$1.99 Million 1.09% of portfolio
20,382
Q2 2024 Reduced 22.76%
$3.22B
$1.95 Million 1.07% of portfolio
23,417
Q3 2024 Reduced 9.77%
$137B
$1.72 Million 0.95% of portfolio
4,131
Q1 2024 Reduced 0.39%
$67.3B
$1.67 Million 0.92% of portfolio
14,911
Q3 2024 Reduced 4.33%
$94.6B
$1.66 Million 0.91% of portfolio
12,205
Q3 2024 Reduced 5.42%
$70.5B
$1.63 Million 0.89% of portfolio
5,459
Q3 2024 Added 21.93%
$248B
$1.53 Million 0.84% of portfolio
13,458
Q2 2024 Reduced 0.55%
$39.4B
$1.52 Million 0.83% of portfolio
12,772
Q2 2024 Added 3.17%
$204B
$1.49 Million 0.82% of portfolio
8,744
Q3 2024 Added 9.25%
$5.67B
$1.44 Million 0.79% of portfolio
31,439
Q3 2022 Reduced 5.98%
$129B
$1.36 Million 0.74% of portfolio
2,319
Q1 2024 Added 0.43%
$8.53B
$1.35 Million 0.74% of portfolio
11,755
Q3 2024 Reduced 5.62%
$123B
$1.26 Million 0.69% of portfolio
4,541
Q2 2024 Added 0.02%
$73.2B
$984,000 0.54% of portfolio
3,258
Q3 2024 Reduced 2.4%
$384B
$964,000 0.53% of portfolio
5,951
Q2 2024 Reduced 2.14%
$33.7B
$943,000 0.52% of portfolio
14,870
Q3 2024 Added 4.94%
$19.8B
$933,000 0.51% of portfolio
5,732
Q2 2024 Added 7.6%
$148B
$882,000 0.48% of portfolio
30,485
Q3 2024 Added 140.32%
$52B
$873,000 0.48% of portfolio
2,400
Q1 2022 Reduced 49.25%
$90.1B
$781,000 0.43% of portfolio
19,261
Q3 2024 Added 4.9%
$19.8B
$756,000 0.42% of portfolio
45,084
Q1 2024 Reduced 5.65%
$67.3B
$726,000 0.4% of portfolio
10,112
Q3 2024 Reduced 1.46%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $182 Million
  • Prior Value $170 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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