13F HOLDINGS REPORT
LOUDON INVESTMENT MANAGEMENT, LLC
Quarter ended Q2 2025 · Filed July 18, 2025 · Accession 0001597089-25-000009
Total Value
$180.8M
Positions
99
Other Managers
0
Confidential Omitted
No
Holdings (99)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 27,186 | $13.5M | 7.48% |
| 2 | SELECT SECTOR SPDR TR | 81369Y803 | 32,431 | $8.2M | 4.54% |
| 3 | ENTERPRISE PRODS PARTNERS L | 293792107 | 217,371 | $6.7M | 3.73% |
| 4 | FASTENAL CO | FAST | 159,082 | $6.7M | 3.70% |
| 5 | GENPACT LIMITED | G | 146,750 | $6.5M | 3.57% |
| 6 | SPDR S&P 500 ETF TR | SPY | 9,520 | $5.9M | 3.25% |
| 7 | TRUIST FINL CORP | 89832Q109 | 124,821 | $5.4M | 2.97% |
| 8 | QUALCOMM INC | QCOM | 32,916 | $5.2M | 2.90% |
| 9 | CISCO SYS INC | CSCO | 72,695 | $5.0M | 2.79% |
| 10 | LOWES COS INC | 548661107 | 21,962 | $4.9M | 2.70% |
| 11 | LINCOLN NATL CORP IND | 534187109 | 139,564 | $4.8M | 2.67% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 13,833 | $4.0M | 2.22% |
| 13 | ABBVIE INC | ABBV | 20,937 | $3.9M | 2.15% |
| 14 | ESSEX PPTY TR INC | 297178105 | 12,739 | $3.6M | 2.00% |
| 15 | ILLINOIS TOOL WKS INC | 452308109 | 14,505 | $3.6M | 1.98% |
| 16 | APPLE INC | AAPL | 16,976 | $3.5M | 1.93% |
| 17 | ABBOTT LABS | ABLZF | 24,247 | $3.3M | 1.82% |
| 18 | AMERICAN TOWER CORP NEW | 03027X100 | 14,728 | $3.3M | 1.80% |
| 19 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 14,357 | $3.3M | 1.80% |
| 20 | CATERPILLAR INC | CAT | 7,876 | $3.1M | 1.69% |
| 21 | DIGITAL RLTY TR INC | 253868103 | 16,235 | $2.8M | 1.57% |
| 22 | EMERSON ELEC CO | EMR | 20,180 | $2.7M | 1.49% |
| 23 | US BANCORP DEL | USB-PS | 58,005 | $2.6M | 1.45% |
| 24 | NOVO-NORDISK A S | NONOF | 37,671 | $2.6M | 1.44% |
| 25 | AMERIPRISE FINL INC | 03076C106 | 4,695 | $2.5M | 1.39% |
| 26 | CUMMINS INC | CMI | 7,526 | $2.5M | 1.36% |
| 27 | NEXTERA ENERGY INC | NEE-PW | 32,430 | $2.3M | 1.25% |
| 28 | AMGEN INC | AMGN | 7,629 | $2.1M | 1.18% |
| 29 | PENTAIR PLC | PNR | 20,382 | $2.1M | 1.16% |
| 30 | DEERE & CO | DE | 4,031 | $2.0M | 1.13% |
| 31 | AIR PRODS & CHEMS INC | AIIR | 7,123 | $2.0M | 1.11% |
| 32 | UGI CORP NEW | 902681105 | 53,105 | $1.9M | 1.07% |
| 33 | STANLEY BLACK & DECKER INC | SWK | 28,068 | $1.9M | 1.05% |
| 34 | T-MOBILE US INC | TMUSZ | 7,565 | $1.8M | 1.00% |
| 35 | DOMINOS PIZZA INC | DPZ | 3,949 | $1.8M | 0.98% |
| 36 | AUTOMATIC DATA PROCESSING IN | ADP | 4,933 | $1.5M | 0.84% |
| 37 | REALTY INCOME CORP | O | 26,170 | $1.5M | 0.83% |
| 38 | VERIZON COMMUNICATIONS INC | VZ | 34,040 | $1.5M | 0.81% |
| 39 | ISHARES TR | 46429B655 | 28,222 | $1.4M | 0.80% |
| 40 | GLACIER BANCORP INC NEW | GBCI | 31,439 | $1.4M | 0.75% |
| 41 | ENBRIDGE INC | ENNPF | 29,801 | $1.4M | 0.75% |
| 42 | AFLAC INC | AFL | 11,801 | $1.2M | 0.69% |
| 43 | SELECT SECTOR SPDR TR | 81369Y852 | 11,116 | $1.2M | 0.67% |
| 44 | INTERNATIONAL BUSINESS MACHS | INTR | 3,936 | $1.2M | 0.64% |
| 45 | PAYCHEX INC | PAYX | 7,195 | $1.0M | 0.58% |
| 46 | LOCKHEED MARTIN CORP | LMT | 2,164 | $1.0M | 0.55% |
| 47 | PROLOGIS INC. | PLDGP | 9,465 | $994,961 | 0.55% |
| 48 | PEPSICO INC | PEP | 7,455 | $984,358 | 0.54% |
| 49 | VANGUARD INDEX FDS | 922908769 | 3,224 | $979,870 | 0.54% |
| 50 | VANGUARD SCOTTSDALE FDS | 92206C409 | 12,093 | $961,394 | 0.53% |
| 51 | JOHNSON & JOHNSON | JNJ | 5,960 | $910,390 | 0.50% |
| 52 | BANK NEW YORK MELLON CORP | 064058100 | 9,427 | $858,894 | 0.48% |
| 53 | VANGUARD BD INDEX FDS | 921937827 | 10,655 | $838,549 | 0.46% |
| 54 | SCHWAB STRATEGIC TR | 808524797 | 30,901 | $818,877 | 0.45% |
| 55 | GENERAL DYNAMICS CORP | GD | 2,790 | $813,731 | 0.45% |
| 56 | WEC ENERGY GROUP INC | WEC | 7,710 | $803,382 | 0.44% |
| 57 | MERCK & CO INC | MRK | 10,102 | $799,674 | 0.44% |
| 58 | SCHLUMBERGER LTD | SLB | 22,939 | $775,338 | 0.43% |
| 59 | TELUS CORPORATION | TU | 44,984 | $722,443 | 0.40% |
| 60 | PHILIP MORRIS INTL INC | 718172109 | 3,925 | $714,860 | 0.40% |
| 61 | PUBLIC STORAGE OPER CO | PSA-PS | 2,400 | $704,208 | 0.39% |
| 62 | NVIDIA CORPORATION | NVDA | 4,354 | $687,888 | 0.38% |
| 63 | ALTRIA GROUP INC | MO | 11,538 | $676,473 | 0.37% |
| 64 | COMCAST CORP NEW | CCZ | 18,334 | $654,340 | 0.36% |
| 65 | VANGUARD INDEX FDS | 922908553 | 7,295 | $649,693 | 0.36% |
| 66 | FEDERAL RLTY INVT TR NEW | 313745101 | 6,225 | $591,313 | 0.33% |
| 67 | ESSENTIAL UTILS INC | 29670G102 | 15,463 | $574,296 | 0.32% |
| 68 | VALERO ENERGY CORP | VLO | 4,219 | $567,118 | 0.31% |
| 69 | SYSCO CORP | SYY | 7,445 | $563,884 | 0.31% |
| 70 | MEDTRONIC PLC | MDT | 6,312 | $550,217 | 0.30% |
| 71 | ISHARES TR | 464287804 | 5,010 | $547,543 | 0.30% |
| 72 | RTX CORPORATION | RTX | 3,671 | $536,039 | 0.30% |
| 73 | MOLSON COORS BEVERAGE CO | TAP-A | 11,100 | $533,799 | 0.30% |
| 74 | INVESCO EXCHANGE TRADED FD T | IVZ | 2,744 | $498,695 | 0.28% |
| 75 | BLACKROCK INC | BLK | 471 | $494,197 | 0.27% |
| 76 | ECOLAB INC | ECL | 1,786 | $481,220 | 0.27% |
| 77 | ISHARES TR | 464288240 | 7,687 | $468,446 | 0.26% |
| 78 | EXXON MOBIL CORP | XOM | 4,313 | $464,941 | 0.26% |
| 79 | UNITED PARCEL SERVICE INC | UPS | 4,450 | $449,183 | 0.25% |
| 80 | ARCHER DANIELS MIDLAND CO | ADM | 7,680 | $405,350 | 0.22% |
| 81 | SELECT SECTOR SPDR TR | 81369Y605 | 7,740 | $405,344 | 0.22% |
| 82 | INVESCO QQQ TR | IVZ | 717 | $395,526 | 0.22% |
| 83 | VANGUARD BD INDEX FDS | 921937819 | 4,568 | $353,289 | 0.20% |
| 84 | CROWDSTRIKE HLDGS INC | CRWD | 675 | $343,784 | 0.19% |
| 85 | GOLDMAN SACHS GROUP INC | GSCE | 484 | $342,551 | 0.19% |
| 86 | THE TRADE DESK INC | 88339J105 | 4,700 | $338,353 | 0.19% |
| 87 | EXTRA SPACE STORAGE INC | EXR | 2,215 | $326,580 | 0.18% |
| 88 | SPDR SERIES TRUST | 78468R663 | 3,313 | $303,901 | 0.17% |
| 89 | PROSHARES TR | 74348A467 | 2,970 | $299,079 | 0.17% |
| 90 | TARGET CORP | TGT | 2,747 | $270,992 | 0.15% |
| 91 | SELECT SECTOR SPDR TR | 81369Y704 | 1,820 | $268,486 | 0.15% |
| 92 | AMAZON COM INC | AMZN | 1,123 | $246,375 | 0.14% |
| 93 | FEDEX CORP | FDX | 1,050 | $238,676 | 0.13% |
| 94 | PPG INDS INC | 693506107 | 2,000 | $227,500 | 0.13% |
| 95 | SPDR SERIES TRUST | 78464A763 | 1,651 | $224,090 | 0.12% |
| 96 | CLOROX CO DEL | CLX | 1,801 | $216,246 | 0.12% |
| 97 | VERTEX PHARMACEUTICALS INC | VRTX | 485 | $215,922 | 0.12% |
| 98 | TESLA INC | TSLA | 650 | $206,479 | 0.11% |
| 99 | VANGUARD TAX-MANAGED FDS | 921943858 | 3,563 | $203,127 | 0.11% |