13F HOLDINGS REPORT
LOUDON INVESTMENT MANAGEMENT, LLC
Quarter ended Q1 2025 · Filed May 6, 2025 · Accession 0001597089-25-000004
Total Value
$175.1M
Positions
96
Other Managers
0
Confidential Omitted
No
Holdings (96)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 27,336 | $10.3M | 5.86% |
| 2 | ENTERPRISE PRODS PARTNERS L | 293792107 | 218,971 | $7.5M | 4.27% |
| 3 | GENPACT LIMITED | G | 147,225 | $7.4M | 4.24% |
| 4 | SELECT SECTOR SPDR TR | 81369Y803 | 31,968 | $6.6M | 3.77% |
| 5 | FASTENAL CO | FAST | 80,791 | $6.3M | 3.58% |
| 6 | QUALCOMM INC | QCOM | 40,399 | $6.2M | 3.54% |
| 7 | SPDR S&P 500 ETF TR | SPY | 9,398 | $5.3M | 3.00% |
| 8 | LOWES COS INC | 548661107 | 22,187 | $5.2M | 2.96% |
| 9 | TRUIST FINL CORP | 89832Q109 | 125,346 | $5.2M | 2.95% |
| 10 | LINCOLN NATL CORP IND | 534187109 | 134,614 | $4.8M | 2.76% |
| 11 | CISCO SYS INC | CSCO | 76,110 | $4.7M | 2.68% |
| 12 | ABBVIE INC | ABBV | 21,437 | $4.5M | 2.57% |
| 13 | ILLINOIS TOOL WKS INC | 452308109 | 17,576 | $4.4M | 2.49% |
| 14 | AMGEN INC | AMGN | 13,712 | $4.3M | 2.44% |
| 15 | ESSEX PPTY TR INC | 297178105 | 13,904 | $4.3M | 2.43% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 16,713 | $4.1M | 2.34% |
| 17 | APPLE INC | AAPL | 17,266 | $3.8M | 2.19% |
| 18 | STANLEY BLACK & DECKER INC | SWK | 44,948 | $3.5M | 1.97% |
| 19 | AMERICAN TOWER CORP NEW | 03027X100 | 13,968 | $3.0M | 1.74% |
| 20 | AMERIPRISE FINL INC | 03076C106 | 5,987 | $2.9M | 1.66% |
| 21 | ABBOTT LABS | ABLZF | 21,079 | $2.8M | 1.60% |
| 22 | CATERPILLAR INC | CAT | 7,888 | $2.6M | 1.49% |
| 23 | US BANCORP DEL | USB-PS | 58,285 | $2.5M | 1.41% |
| 24 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 14,282 | $2.4M | 1.35% |
| 25 | DIGITAL RLTY TR INC | 253868103 | 16,485 | $2.4M | 1.35% |
| 26 | CUMMINS INC | CMI | 7,526 | $2.4M | 1.35% |
| 27 | VERIZON COMMUNICATIONS INC | VZ | 50,652 | $2.3M | 1.31% |
| 28 | EMERSON ELEC CO | EMR | 20,180 | $2.2M | 1.26% |
| 29 | SCHLUMBERGER LTD | SLB | 52,784 | $2.2M | 1.26% |
| 30 | AIR PRODS & CHEMS INC | AIIR | 6,896 | $2.0M | 1.16% |
| 31 | DEERE & CO | DE | 4,131 | $1.9M | 1.11% |
| 32 | PENTAIR PLC | PNR | 20,382 | $1.8M | 1.02% |
| 33 | UGI CORP NEW | 902681105 | 53,105 | $1.8M | 1.00% |
| 34 | AFLAC INC | AFL | 13,791 | $1.5M | 0.88% |
| 35 | REALTY INCOME CORP | O | 26,160 | $1.5M | 0.87% |
| 36 | AUTOMATIC DATA PROCESSING IN | ADP | 4,836 | $1.5M | 0.84% |
| 37 | ISHARES TR | 46429B655 | 28,187 | $1.4M | 0.82% |
| 38 | PEPSICO INC | PEP | 9,565 | $1.4M | 0.82% |
| 39 | GLACIER BANCORP INC NEW | GBCI | 31,439 | $1.4M | 0.79% |
| 40 | INTERNATIONAL BUSINESS MACHS | INTR | 4,279 | $1.1M | 0.61% |
| 41 | PAYCHEX INC | PAYX | 6,895 | $1.1M | 0.61% |
| 42 | TARGET CORP | TGT | 10,132 | $1.1M | 0.60% |
| 43 | JOHNSON & JOHNSON | JNJ | 6,051 | $1.0M | 0.57% |
| 44 | UNITED PARCEL SERVICE INC | UPS | 8,985 | $988,260 | 0.56% |
| 45 | VANGUARD INDEX FDS | 922908769 | 3,564 | $979,530 | 0.56% |
| 46 | LOCKHEED MARTIN CORP | LMT | 2,157 | $963,553 | 0.55% |
| 47 | VANGUARD SCOTTSDALE FDS | 92206C409 | 12,176 | $961,173 | 0.55% |
| 48 | ENBRIDGE INC | ENNPF | 21,201 | $939,416 | 0.54% |
| 49 | MERCK & CO INC | MRK | 10,419 | $935,209 | 0.53% |
| 50 | COMCAST CORP NEW | CCZ | 24,989 | $922,094 | 0.53% |
| 51 | SCHWAB STRATEGIC TR | 808524797 | 31,216 | $872,799 | 0.50% |
| 52 | MOLSON COORS BEVERAGE CO | TAP-A | 14,190 | $863,745 | 0.49% |
| 53 | BANK NEW YORK MELLON CORP | 064058100 | 10,287 | $862,771 | 0.49% |
| 54 | FEDERAL RLTY INVT TR NEW | 313745101 | 8,675 | $848,589 | 0.48% |
| 55 | VANGUARD BD INDEX FDS | 921937827 | 10,830 | $847,772 | 0.48% |
| 56 | SELECT SECTOR SPDR TR | 81369Y852 | 8,610 | $830,435 | 0.47% |
| 57 | WEC ENERGY GROUP INC | WEC | 7,195 | $784,111 | 0.45% |
| 58 | GENERAL DYNAMICS CORP | GD | 2,790 | $760,498 | 0.43% |
| 59 | ALTRIA GROUP INC | MO | 12,567 | $754,296 | 0.43% |
| 60 | PUBLIC STORAGE OPER CO | PSA-PS | 2,400 | $718,296 | 0.41% |
| 61 | VANGUARD INDEX FDS | 922908553 | 7,295 | $660,489 | 0.38% |
| 62 | TELUS CORPORATION | TU | 44,984 | $645,071 | 0.37% |
| 63 | MEDTRONIC PLC | MDT | 7,092 | $637,287 | 0.36% |
| 64 | ESSENTIAL UTILS INC | 29670G102 | 15,463 | $611,252 | 0.35% |
| 65 | PHILIP MORRIS INTL INC | 718172109 | 3,685 | $584,920 | 0.33% |
| 66 | PFIZER INC | PFE | 22,370 | $566,856 | 0.32% |
| 67 | SYSCO CORP | SYY | 7,445 | $558,673 | 0.32% |
| 68 | VALERO ENERGY CORP | VLO | 4,219 | $557,203 | 0.32% |
| 69 | ISHARES TR | 464287804 | 4,910 | $513,439 | 0.29% |
| 70 | PROLOGIS INC. | PLDGP | 4,585 | $512,557 | 0.29% |
| 71 | EXXON MOBIL CORP | XOM | 3,913 | $465,373 | 0.27% |
| 72 | ECOLAB INC | ECL | 1,786 | $452,787 | 0.26% |
| 73 | BLACKROCK INC | BLK | 471 | $445,792 | 0.25% |
| 74 | ISHARES TR | 464288240 | 7,646 | $423,971 | 0.24% |
| 75 | SELECT SECTOR SPDR TR | 81369Y605 | 7,740 | $385,529 | 0.22% |
| 76 | INVESCO EXCHANGE TRADED FD T | IVZ | 2,213 | $383,358 | 0.22% |
| 77 | ARCHER DANIELS MIDLAND CO | ADM | 7,805 | $374,718 | 0.21% |
| 78 | SPDR SER TR | 78468R663 | 4,043 | $370,864 | 0.21% |
| 79 | PROCTER AND GAMBLE CO | 742718109 | 2,062 | $351,406 | 0.20% |
| 80 | EXTRA SPACE STORAGE INC | EXR | 2,365 | $351,179 | 0.20% |
| 81 | VANGUARD BD INDEX FDS | 921937819 | 4,515 | $345,714 | 0.20% |
| 82 | PROSHARES TR | 74348A467 | 3,280 | $335,150 | 0.19% |
| 83 | INVESCO QQQ TR | IVZ | 708 | $331,995 | 0.19% |
| 84 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 4,282 | $327,573 | 0.19% |
| 85 | SPDR SER TR | 78464A763 | 2,187 | $296,732 | 0.17% |
| 86 | CLOROX CO DEL | CLX | 1,801 | $265,197 | 0.15% |
| 87 | THE TRADE DESK INC | 88339J105 | 4,700 | $257,184 | 0.15% |
| 88 | FEDEX CORP | FDX | 1,000 | $243,780 | 0.14% |
| 89 | CROWDSTRIKE HLDGS INC | CRWD | 675 | $237,992 | 0.14% |
| 90 | VERTEX PHARMACEUTICALS INC | VRTX | 485 | $235,138 | 0.13% |
| 91 | NEXTERA ENERGY INC | NEE-PW | 3,250 | $230,393 | 0.13% |
| 92 | CONOCOPHILLIPS | COP | 2,180 | $228,944 | 0.13% |
| 93 | PPG INDS INC | 693506107 | 2,000 | $218,700 | 0.12% |
| 94 | NVIDIA CORPORATION | NVDA | 1,985 | $215,134 | 0.12% |
| 95 | COLGATE PALMOLIVE CO | CL | 2,294 | $214,948 | 0.12% |
| 96 | AMAZON COM INC | AMZN | 1,080 | $205,481 | 0.12% |