Loudon Investment Management, LLC Portfolio Holdings by Sector
Loudon Investment Management, LLC
- $180 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
XLK SPY FLOT XLC VCSH BSV SCHD VNQ 19 stocks |
$23,967
13.31% of portfolio
|
11
|
6
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD 2 stocks |
$13,865
7.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ITW EMR CMI PNR 4 stocks |
$10,832
6.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC USB GBCI 3 stocks |
$9,344
5.19% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
QCOM TSM NVDA 3 stocks |
$9,180
5.1% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD ENB 2 stocks |
$8,090
4.49% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV AMGN JNJ MRK 4 stocks |
$7,725
4.29% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
G IBM 2 stocks |
$7,618
4.23% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$6,681
3.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT DLR 2 stocks |
$6,085
3.38% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
LNC AFL 2 stocks |
$6,072
3.37% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$5,106
2.84% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$5,043
2.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$4,872
2.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS VZ TU CMCSA 4 stocks |
$4,650
2.58% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$4,010
2.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT 2 stocks |
$3,847
2.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,482
1.93% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
ESS 1 stocks |
$3,475
1.93% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP BK 2 stocks |
$3,363
1.87% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE WEC 2 stocks |
$3,054
1.7% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO VRTX 2 stocks |
$2,815
1.56% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD ECL PPG 3 stocks |
$2,717
1.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$2,567
1.43% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT GD RTX 3 stocks |
$2,351
1.31% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O FRT 2 stocks |
$2,098
1.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA EXR 3 stocks |
$2,024
1.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
UGI 1 stocks |
$1,934
1.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SWK 1 stocks |
$1,901
1.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
DPZ 1 stocks |
$1,779
0.99% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,390
0.77% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$984
0.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$979
0.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$775
0.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX 2 stocks |
$687
0.38% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
WTRG 1 stocks |
$574
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$567
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$563
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
TAP 1 stocks |
$533
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$464
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$405
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$342
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
TTD 1 stocks |
$338
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
TGT 1 stocks |
$270
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$246
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CLX 1 stocks |
$216
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$206
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|