Loudon Investment Management, LLC
Loudon Investment Management, LLC reported 95 holdings worth US$204M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Loudon Investment Management, LLC reported 95 holdings worth US$204M as of Jun 30, 2026. Largest: Microsoft Corp., Cisco Systems, Inc. and Enterprise Products Partners L.p. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 95
- Value as reported
- US$204M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 29,416 | US$11M | 5.4% |
| Cisco Systems, Inc. | 69,470 | US$8.16M | 4.0% |
| Enterprise Products Partners L.p. | 218K | US$8.01M | 3.9% |
| Fastenal Company | 157K | US$7.55M | 3.7% |
| Caterpillar, Inc. | 7,033 | US$7.49M | 3.7% |
| Truist Financial Corporation | 117K | US$5.83M | 2.9% |
| Qualcomm Incorporated | 30,226 | US$5.59M | 2.7% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 11,414 | US$5.45M | 2.7% |
| Realty Income Corporation | 87,655 | US$5.43M | 2.7% |
| Abbvie Inc. | 19,952 | US$5.02M | 2.5% |
| T-mobile Us, Inc. | 29,198 | US$4.9M | 2.4% |
| Apple Inc | 16,291 | US$4.71M | 2.3% |
| Lowe's Companies, Inc. | 21,372 | US$4.71M | 2.3% |
| Lincoln National Corporation | 126K | US$4.45M | 2.2% |
| Jp Morgan Chase & Co. | 13,005 | US$4.26M | 2.1% |
| Cummins Inc. | 5,746 | US$4.1M | 2.0% |
| Nextera Energy, Inc. | 44,370 | US$3.89M | 1.9% |
| Nvidia Corporation | 19,082 | US$3.82M | 1.9% |
| Genpact Limited | 138K | US$3.79M | 1.9% |
| Illinois Tool Works Inc. | 13,680 | US$3.7M | 1.8% |
| U.s. Bancorp | 58,930 | US$3.56M | 1.7% |
| Emerson Electric Company | 20,180 | US$2.89M | 1.4% |
| Automatic Data Processing, Inc. | 12,318 | US$2.76M | 1.4% |
| Digital Realty Trust, Inc. | 15,305 | US$2.75M | 1.3% |
| Deere & Company | 4,031 | US$2.56M | 1.3% |
| Abbott Laboratories | 22,962 | US$2.08M | 1.0% |
| Ameriprise Financial, Inc. | 4,465 | US$2.05M | 1.0% |
| American Tower Corporation (reit) | 11,923 | US$1.95M | 0.96% |
| Novo Nordisk A/s Class B | 35,308 | US$1.69M | 0.83% |
| Merck & Company, Inc. | 12,803 | US$1.65M | 0.81% |
| Enbridge Inc. | 30,221 | US$1.64M | 0.80% |
| Glacier Bancorp, Inc. | 31,439 | US$1.62M | 0.80% |
| Domino's Pizza Inc | 5,347 | US$1.58M | 0.78% |
| Prologis, Inc. | 11,405 | US$1.55M | 0.76% |
| Amgen Inc. | 4,237 | US$1.53M | 0.75% |
| Paychex, Inc. | 15,301 | US$1.5M | 0.74% |
| Johnson & Johnson | 5,556 | US$1.41M | 0.69% |
| The Bank Of New York Mellon Corporation | 8,337 | US$1.21M | 0.59% |
| Lockheed Martin Corporation | 2,289 | US$1.17M | 0.57% |
| Stanley Black & Decker, Inc. | 12,240 | US$1.15M | 0.57% |
| Valero Energy Corporation | 4,219 | US$1.1M | 0.54% |
| General Dynamics Corporation | 2,935 | US$1.04M | 0.51% |
| Aflac Incorporated | 7,976 | US$935K | 0.46% |
| Ugi Corporation | 26,145 | US$903K | 0.44% |
| Pepsico, Inc. | 6,185 | US$837K | 0.41% |
| Altria Group, Inc. | 11,318 | US$814K | 0.40% |
| Public Storage | 2,400 | US$764K | 0.38% |
| Rtx Corporation | 3,641 | US$691K | 0.34% |
| Marsh | 3,600 | US$600K | 0.29% |
| Essential Utilities, Inc. | 15,463 | US$592K | 0.29% |
| Exxon Mobil Corporation | 4,248 | US$581K | 0.29% |
| Sysco Corporation | 6,945 | US$580K | 0.28% |
| H2o America | 9,230 | US$561K | 0.28% |
| Archer-daniels-midland Company | 6,925 | US$529K | 0.26% |
| Alphabet Inc (google) Class C | 1,478 | US$528K | 0.26% |
| Amazon.com, Inc. | 2,214 | US$528K | 0.26% |
| Blackrock, Inc. | 536 | US$515K | 0.25% |
| Crowdstrike Holdings, Inc. | 675 | US$515K | 0.25% |
| Goldman Sachs Group, Inc. (the) | 454 | US$459K | 0.23% |
| Ecolab Inc. | 1,476 | US$411K | 0.20% |
| Wec Energy Group, Inc. | 3,350 | US$391K | 0.19% |
| International Business Machines Corporation | 1,118 | US$314K | 0.15% |
| Fedex Corporation | 1,000 | US$313K | 0.15% |
| Tesla, Inc. | 665 | US$280K | 0.14% |
| Phillips 66 | 1,527 | US$258K | 0.13% |
| Extra Space Storage Inc | 1,765 | US$256K | 0.13% |
| Federal Realty Investment Trust | 1,990 | US$246K | 0.12% |
| Vertex Pharmaceuticals Incorporated | 485 | US$241K | 0.12% |
| Conocophillips | 2,180 | US$227K | 0.11% |
| Chevron Corporation | 1,330 | US$220K | 0.11% |
| Telus Corporation | 17,800 | US$188K | 0.09% |
| Shopify Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related