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CIK: 0001597089
Total reported value
$203.7M
$203.7M
96 檔
18.6%
As reported in its official Q4 2024 Form 13F filing, Loudon Investment Management, LLC's tracked investment portfolio stood at $203.7M with 96 total positions.
During Q4 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 | 6.59% | -0.09% | -0.13% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 4.20% | +1.75% | -0.22% | |
| 3 | EPD | Enterprise Products Partners | Stock-Energy | 3.75% | -0.51% | — | |
| 4 | QCOM | Qualcomm Inc | Stock-Tech | 3.53% | +0.56% | -0.07% | |
| 5 | G | Genpact Limited | Stock-Tech | 3.52% | -1.05% | +1.87% | |
| 6 | FAST | Fastenal Co | Stock-Industrials | 3.31% | -0.23% | -0.37% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.13% | +0.07% | +3.14% | |
| 8 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.12% | -0.41% | — | |
| 9 | TFC | Truist Financial CORP | Stock-Financials | 3.03% | -0.09% | -0.49% | |
| 10 | ITW | Illinois Tool Works | Stock-Industrials | 2.56% | -0.10% | — | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 2.53% | +1.01% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.46% | +0.05% | — | |
| 13 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.36% | — | +5.85% | |
| 14 | LNC | Lincoln National CORP | Stock-Financials | 2.32% | -0.40% | +0.21% | |
| 15 | ESS | Essex Property Trust Inc | Stock-Real Estate | 2.26% | — | -10.00% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.20% | +0.02% | -0.62% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 2.20% | +0.09% | -1.36% | |
| 18 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 2.18% | -0.02% | +0.96% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 2.04% | -0.21% | — | |
| 20 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.81% | -0.10% | -3.70% | |
| 21 | TGT | Target CORP | Stock-Consumer Disc | 1.73% | — | -26.13% | |
| 22 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.66% | -0.13% | -3.20% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.65% | +0.84% | -2.14% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.61% | +0.44% | -0.42% | |
| 25 | USB | US Bancorp | Stock-Financials | 1.59% | +0.10% | -2.01% | |
| 26 | CMI | Cummins Inc | Stock-Industrials | 1.46% | -0.07% | — | |
| 27 | EMR | Emerson Electric Co | Stock-Industrials | 1.42% | — | — | |
| 28 | AMT | American Tower CORP | Stock-Real Estate | 1.33% | -0.46% | +8.06% | |
| 29 | PNR | Pentair plc | Stock-Industrials | 1.17% | -0.16% | — | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.11% | — | +1.35% | |
| 31 | DE | Deere & Co | Stock-Industrials | 1.00% | +0.04% | — | |
| 32 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.99% | -0.01% | -1.07% | |
| 33 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.90% | — | — | |
| 34 | GBCI | Glacier Bancorp Inc | Stock-Financials | 0.90% | +0.04% | — | |
| 35 | SLB | Slb LTD | Stock-Energy | 0.90% | — | +749.31% | |
| 36 | AFL | Aflac Inc | Stock-Financials | 0.88% | -0.06% | — | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.80% | -0.11% | +6.46% | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.80% | — | -8.59% | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.76% | +0.31% | — | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.75% | -0.02% | -1.11% | |
| 41 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.70% | -0.01% | -5.83% | |
| 42 | O | Realty Income CORP | Stock-Real Estate | 0.67% | -0.09% | +47.81% | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.63% | -0.17% | -1.94% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | +0.02% | +5.84% | |
| 45 | CCI | Crown Castle Inc | Stock-Real Estate | 0.55% | — | -15.86% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.55% | — | +10.01% | |
| 47 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.52% | +0.13% | +36.32% | |
| 48 | ENB | Enbridge Inc | Stock-Energy | 0.51% | -0.07% | +8.83% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.06% | +1.68% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | -0.01% | +266.59% |
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 Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, XLK, EPD) accounted for 18.6% of total reported equity market value during Q4 2024.
During Q4 2024, Loudon Investment Management, LLC's top holdings by market value included MSFT (6.6%)、XLK (4.2%)、EPD (3.8%). The largest single position, MSFT, represented 6.6% of total portfolio value.
In Q4 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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