account_balance
Investment manager · 13F filer · SEC CIK 1597089
Loudon Investment Management, LLC
Reported value$205Mas of Sep 30, 2026
Positions93 3 new, 5 sold out
Top 10 weight38.9%MSFT alone is 7%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
7.4%
XLKSelect Sector SPDR Tr
6.3%
FASTFastenal Co
3.8%
EPDEnterprise Products Partners L.P.
3.8%
CSCOCisco Systems, Inc.
3.6%Trimmed −2%
SPYSPDR S&P 500 ETF Trust
3.4%
CATCaterpillar Inc
2.7%
QCOMQualcomm Inc
2.7%
AAPLApple Inc.
2.6%
TFCTruist Financial Corp
2.6%
ABBVAbbVie Inc.
2.5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.5%
MSFTMicrosoft Corp
7.4%
XLKSelect Sector SPDR Tr
6.3%
FASTFastenal Co
3.8%
EPDEnterprise Products Partners L.P.
3.8%
CSCOCisco Systems, Inc.
3.6%−2%
SPYSPDR S&P 500 ETF Trust
3.4%
CATCaterpillar Inc
2.7%
QCOMQualcomm Inc
2.7%
AAPLApple Inc.
2.6%
TFC2.6%ABBV2.5%TSM2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 7.4% Held
XLK Select Sector SPDR Tr 6.3% Held
FAST Fastenal Co 3.8% HeldEPD Enterprise Products Partners L.P. 3.8% HeldCSCO Cisco Systems, Inc. 3.6% Trimmed −2%SPY SPDR S&P 500 ETF Trust 3.4% HeldCAT Caterpillar Inc 2.7% HeldQCOM Qualcomm Inc 2.7% HeldAAPL Apple Inc. 2.6% HeldTFC Truist Financial Corp 2.6% HeldABBV AbbVie Inc. 2.5% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 2.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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