Loudon Investment Management, LLC Portfolio Holdings

Loudon Investment Management, LLC

  • $180 Million
  • Q2 2025

Loudon Investment Management, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $180 Million distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $13.5M, Technology Sector Spdr with a value of $8.21M, Enterprise Products Partners L.P. with a value of $6.74M, Fastenal CO with a value of $6.68M, and Genpact LTD with a value of $6.46M.

Examining the 13F form we can see an increase of $5.96M in the current position value, from $174M to 180M.

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 $180 Million
Technology: $39.5 Million
Industrials: $30.1 Million
ETFs: $24.9 Million
Financial Services: $23.1 Million
Healthcare: $14.4 Million
Real Estate: $13.7 Million
Energy: $9.9 Million
Consumer Cyclical: $7.1 Million
Other: $17.3 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $180 Million
  • Prior Value $174 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
Track This Portfolio

Track Loudon Investment Management, LLC Portfolio

Follow Loudon Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Loudon Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Loudon Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email