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CIK: 0001597089
Total reported value
$203.7M
$203.7M
96 檔
18.5%
In Q1 2024, Loudon Investment Management, LLC's U.S. equity holdings reached a combined market value of $203.7M, distributed across 96 disclosed stock positions.
During Q1 2024, Loudon Investment Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.71% | -0.09% | -3.78% | |
| 2 | QCOM | Qualcomm Inc | Stock-Tech | 3.98% | +0.56% | -0.67% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 3.80% | +1.75% | -0.03% | |
| 4 | FAST | Fastenal Co | Stock-Industrials | 3.62% | -0.23% | -1.45% | |
| 5 | EPD | Enterprise Products Partners | Stock-Energy | 3.55% | -0.51% | — | |
| 6 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.28% | -0.41% | — | |
| 7 | TGT | Target CORP | Stock-Consumer Disc | 2.90% | — | +25.06% | |
| 8 | TFC | Truist Financial CORP | Stock-Financials | 2.82% | -0.09% | -7.47% | |
| 9 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 2.77% | -0.02% | +0.36% | |
| 10 | ITW | Illinois Tool Works | Stock-Industrials | 2.70% | -0.10% | -0.57% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.62% | +0.07% | +1.38% | |
| 12 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.43% | — | — | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 2.40% | +0.09% | -6.98% | |
| 14 | AMGN | Amgen Inc | Stock-Healthcare | 2.28% | -0.21% | -0.18% | |
| 15 | G | Genpact Limited | Stock-Tech | 2.26% | -1.05% | — | |
| 16 | ESS | Essex Property Trust Inc | Stock-Real Estate | 2.22% | — | — | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 2.20% | +1.01% | -2.78% | |
| 18 | LNC | Lincoln National CORP | Stock-Financials | 2.10% | -0.40% | — | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | +0.02% | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.78% | +0.05% | +0.63% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.77% | +0.84% | -6.91% | |
| 22 | USB | US Bancorp | Stock-Financials | 1.71% | +0.10% | -4.73% | |
| 23 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.58% | -0.10% | -17.63% | |
| 24 | PII | Polaris Inc | Stock-Consumer Disc | 1.48% | — | -6.55% | |
| 25 | CVS | Cvs Health CORP | Stock-Healthcare | 1.47% | — | +42.03% | |
| 26 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.41% | -0.13% | -1.11% | |
| 27 | AMT | American Tower CORP | Stock-Real Estate | 1.32% | -0.46% | +10.75% | |
| 28 | EMR | Emerson Electric Co | Stock-Industrials | 1.31% | — | -11.37% | |
| 29 | PNR | Pentair plc | Stock-Industrials | 1.29% | -0.16% | -1.57% | |
| 30 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.25% | -0.01% | -0.79% | |
| 31 | CMI | Cummins Inc | Stock-Industrials | 1.25% | -0.07% | — | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.18% | — | +3.81% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.14% | +0.44% | -0.68% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.03% | -0.02% | -0.73% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.97% | +0.04% | -0.39% | |
| 36 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.96% | — | — | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.80% | -0.11% | — | |
| 38 | AFL | Aflac Inc | Stock-Financials | 0.77% | -0.06% | -17.76% | |
| 39 | CCI | Crown Castle Inc | Stock-Real Estate | 0.75% | — | +37.25% | |
| 40 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.73% | -0.01% | +535.06% | |
| 41 | GBCI | Glacier Bancorp Inc | Stock-Financials | 0.73% | +0.04% | — | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.65% | +0.31% | — | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.61% | -0.17% | +0.43% | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.57% | — | -61.17% | |
| 45 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.56% | — | -6.22% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.06% | +0.16% | |
| 47 | GD | General Dynamics CORP | Stock-Industrials | 0.54% | -0.03% | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.02% | -6.09% | |
| 49 | CLX | Clorox Company | Stock-Consumer Staples | 0.47% | — | -1.30% | |
| 50 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.46% | — | — |
According to official SEC Form 13F filings, Loudon Investment Management, LLC reported a total U.S. public equity portfolio value of $203.7M across 96 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, QCOM, XLK) accounted for 18.5% of total reported equity market value during Q1 2024.
During Q1 2024, Loudon Investment Management, LLC's top holdings by market value included MSFT (6.7%)、QCOM (4.0%)、XLK (3.8%). The largest single position, MSFT, represented 6.7% of total portfolio value.
In Q1 2024, Loudon Investment Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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