Arkolith/Funds/Loudon Investment Management, LLC

Loudon Investment Management, LLC

CIK 1597089
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Loudon Investment Management, LLC holds a diversified book of 95 reported positions worth $203.7M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened SS Industrial Select Sector and trimmed Cisco Systems Inc. Their largest long position is SS Technology Select Sector at 6% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
39%
Top 20 holdings
61%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

84% mapped to company sectors

Industrials
19%
Information Technology
18%
ETFs / funds
16%
Financials
13%
Utilities
7%
Health Care
7%
Consumer Discretionary
6%
Real Estate
6%

+4 sectors below the cut, 8% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Loudon Investment Management, LLC

Manager / fundShared namesTheir $ in those
Independent Investors Inc21 / 80$417.1M
Marest Capital, LLC13 / 80$155.9M
Trust Asset Management LLC28 / 80$1.2B
Moment Partners, LLC29 / 80$408.8M
AdviceOne Advisory Services, LLC15 / 80$127.6M
Ketron Financial13 / 80$231.9M
Wallace Hart LLC11 / 80$113.6M
Shulman DeMeo Asset Management LLC33 / 80$366.8M

Ranked by the share of each fund's own book sitting in the names it shares with Loudon Investment Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

95 positions
#SecurityValueShares% PortLast moveHistory
1Select Sector SPDR TR
COM
$12.7M66.5K
6.2%
+6.4%
Added · +4K sh
2Microsoft Corp
COM
$11.0M29.4K
5.4%
+7.0%
Added · +2K sh
3Cisco Sys Inc
COM
$8.2M69.5K
4.0%
−3.2%
Reduced · −2K sh
4Enterprise Prods Partners L
COM
$8.0M217.9K
3.9%
Held
5Fastenal Co
COM
$7.6M157.3K
3.7%
−0.4%
Reduced · −638 sh
6Caterpillar Inc
COM
$7.5M7.0K
3.7%
−5.5%
Reduced · −408 sh
7State STR SPDR S&P 500 ETF T
COM
$6.8M9.0K
3.3%
−2.6%
Reduced · −240 sh
8Truist Finl Corp
COM
$5.8M117.0K
2.9%
−1.8%
Reduced · −2K sh
9Qualcomm Inc
COM
$5.6M30.2K
2.7%
−4.1%
Reduced · −1K sh
10Taiwan Semiconductor Manufac
COM
$5.5M11.4K
2.7%
−7.2%
Reduced · −888 sh
11Realty Income Corp
COM
$5.4M87.7K
2.7%
+4.5%
Added · +4K sh
12Abbvie Inc
COM
$5.0M20.0K
2.5%
−1.4%
Reduced · −275 sh
13T-Mobile US Inc
COM
$4.9M29.2K
2.4%
+28%
Added · +6K sh
14Apple Inc
COM
$4.7M16.3K
2.3%
−1.4%
Reduced · −230 sh
15Lowes Cos Inc
COM
$4.7M21.4K
2.3%
Held
16Lincoln Natl Corp Ind
COM
$4.5M126.0K
2.2%
−7.0%
Reduced · −9K sh
17JPMorgan Chase & Co
COM
$4.3M13.0K
2.1%
−0.4%
Reduced · −50 sh
18Cummins Inc
COM
$4.1M5.7K
2.0%
−20%
Reduced · −1K sh
19NextEra Energy Inc
COM
$3.9M44.4K
1.9%
+0.6%
Added · +260 sh
20Nvidia Corporation
COM
$3.8M19.1K
1.9%
+309%
Added · +14K sh
21Genpact Limited
COM
$3.8M137.9K
1.9%
−5.0%
Reduced · −7K sh
22Illinois Tool WKS Inc
COM
$3.7M13.7K
1.8%
Held
23US Bancorp
COM
$3.6M58.9K
1.7%
+0.1%
Added · +85 sh
24Emerson Elec Co
COM
$2.9M20.2K
1.4%
Held
25Automatic Data Processing In
COM
$2.8M12.3K
1.4%
+29%
Added · +3K sh
26Digital Rlty TR Inc
COM
$2.7M15.3K
1.3%
Held
27Deere & Co
COM
$2.6M4.0K
1.3%
Held
28Abbott Laboratories
COM
$2.1M23.0K
1.0%
−6.2%
Reduced · −2K sh
29Ameriprise Finl Inc
COM
$2.0M4.5K
1.0%
−3.6%
Reduced · −165 sh
30Accenture PLC Ireland
COM
$2.0M16.4K
1.0%
+73%
Added · +7K sh
31American Tower Corp
COM
$2.0M11.9K
1.0%
−22%
Reduced · −3K sh
32Ishares TR
COM
$1.8M35.9K
0.9%
+28%
Added · +8K sh
33Novo-Nordisk A S
COM
$1.7M35.3K
0.8%
−21%
Reduced · −9K sh
34Merck & Co Inc
COM
$1.6M12.8K
0.8%
Held
35Enbridge Inc
COM
$1.6M30.2K
0.8%
+0.9%
Added · +270 sh
36Glacier Bancorp Inc New
COM
$1.6M31.4K
0.8%
Held
37Pentair PLC
COM
$1.6M21.1K
0.8%
+3.9%
Added · +785 sh
38Dominos Pizza Inc
COM
$1.6M5.3K
0.8%
−24%
Reduced · −2K sh
39Prologis Inc.
COM
$1.5M11.4K
0.8%
Held
40Amgen Inc
COM
$1.5M4.2K
0.8%
−17%
Reduced · −850 sh
41Paychex Inc
COM
$1.5M15.3K
0.7%
+47%
Added · +5K sh
42Johnson & Johnson
COM
$1.4M5.6K
0.7%
−2.5%
Reduced · −140 sh
43Vanguard Scottsdale FDS
COM
$1.3M16.1K
0.6%
+11%
Added · +2K sh
44Bank Of NY Mellon Corp
COM
$1.2M8.3K
0.6%
−9.2%
Reduced · −840 sh
45Vanguard Index FDS
COM
$1.2M3.2K
0.6%
−1.4%
Reduced · −46 sh
46Ishares TR
COM
$1.2M8.0K
0.6%
+9.3%
Added · +680 sh
47Lockheed Martin Corp
COM
$1.2M2.3K
0.6%
Held
48Stanley Black & Decker Inc
COM
$1.2M12.2K
0.6%
−21%
Reduced · −3K sh
49Valero Energy Corp
COM
$1.1M4.2K
0.5%
Held
50Invesco Exchange Traded FD T
COM
$1.1M5.0K
0.5%
+12%
Added · +520 sh
Showing 50 of 95 positions
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Filing history

As-of date vs the date the SEC received each filing

$203.7M · Q2 2026Q3 2025 · $190.9MQ2 2026 · $203.7M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d95$203.7M13F-HR
Q1 2026Mar 31, 2026May 11, 202641d95$185.8M13F-HR
Q4 2025Dec 31, 2025Feb 12, 202643d93$191.4M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d94$190.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.