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CIK: 0001597089
Total reported value
$203.7M
$203.7M
94 檔
21.8%
As reported in its official Q3 2025 Form 13F filing, Loudon Investment Management, LLC's tracked investment portfolio stood at $203.7M with 94 total positions.
In Q3 2025, Loudon Investment Management, LLC adopted a defensive or profit-taking posture, trimming 40 positions and completely liquidating 13 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.33% | -0.09% | -0.55% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 5.01% | +1.75% | +4.58% | |
| 3 | FAST | Fastenal Co | Stock-Industrials | 4.07% | -0.23% | -0.28% | |
| 4 | EPD | Enterprise Products Partners | Stock-Energy | 3.56% | -0.51% | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.30% | +0.07% | -0.56% | |
| 6 | G | Genpact Limited | Stock-Tech | 3.18% | -1.05% | -1.28% | |
| 7 | LNC | Lincoln National CORP | Stock-Financials | 2.95% | -0.40% | — | |
| 8 | TFC | Truist Financial CORP | Stock-Financials | 2.89% | -0.09% | -3.24% | |
| 9 | QCOM | Qualcomm Inc | Stock-Tech | 2.87% | +0.56% | — | |
| 10 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.86% | -0.41% | -1.14% | |
| 11 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.60% | -0.17% | +174.29% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 2.60% | +1.01% | -0.17% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 2.52% | +0.09% | -0.64% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.27% | +0.02% | -0.56% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.26% | +0.05% | -0.03% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.12% | +0.44% | +0.94% | |
| 17 | ITW | Illinois Tool Works | Stock-Industrials | 1.97% | -0.10% | -0.55% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.97% | +0.84% | -0.13% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.78% | -0.33% | +4.91% | |
| 20 | NEE | Nextera Energy Inc | Stock-Utilities | 1.67% | -0.30% | +30.14% | |
| 21 | CMI | Cummins Inc | Stock-Industrials | 1.66% | -0.07% | — | |
| 22 | ESS | Essex Property Trust Inc | Stock-Real Estate | 1.65% | — | -7.50% | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.61% | -0.05% | +47.01% | |
| 24 | AMT | American Tower CORP | Stock-Real Estate | 1.54% | -0.46% | +3.70% | |
| 25 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.47% | -0.13% | — | |
| 26 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.47% | -0.59% | +64.32% | |
| 27 | USB | US Bancorp | Stock-Financials | 1.47% | +0.10% | -0.19% | |
| 28 | EMR | Emerson Electric Co | Stock-Industrials | 1.39% | — | — | |
| 29 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.20% | -0.10% | -0.32% | |
| 30 | PNR | Pentair plc | Stock-Industrials | 1.18% | -0.16% | — | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.97% | +0.04% | — | |
| 32 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.90% | -0.06% | +30.34% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.89% | +0.31% | +17.23% | |
| 34 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.86% | +0.13% | +14.53% | |
| 35 | O | Realty Income CORP | Stock-Real Estate | 0.85% | -0.09% | +2.62% | |
| 36 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.83% | -0.02% | -23.92% | |
| 37 | UGI | Ugi CORP | Stock-Utilities | 0.82% | -0.13% | -11.62% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.81% | -0.21% | -28.27% | |
| 39 | GBCI | Glacier Bancorp Inc | Stock-Financials | 0.80% | +0.04% | — | |
| 40 | ENB | Enbridge Inc | Stock-Energy | 0.79% | -0.07% | +0.50% | |
| 41 | PLD | Prologis Inc | Stock-Real Estate | 0.68% | -0.05% | +20.50% | |
| 42 | PAYX | Paychex Inc | Stock-Tech | 0.64% | +0.23% | +33.22% | |
| 43 | AFL | Aflac Inc | Stock-Financials | 0.57% | -0.06% | -17.16% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.57% | -0.17% | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.02% | +0.37% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.06% | -4.43% | |
| 47 | GD | General Dynamics CORP | Stock-Industrials | 0.52% | -0.03% | +5.20% | |
| 48 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.52% | — | -2.65% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.52% | — | +1.85% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.02% | +15.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NEE | Nextera Energy Inc | +1.5% | +30.14% | Add |
| 2 | MSFT | Microsoft CORP | +1.5% | -0.55% | Trim |
| 3 | XLK | Ss Technology Select Sector | +1.2% | +4.58% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.8% | +0.94% | Add |
| 5 | FAST | Fastenal Co | +0.5% | -0.28% | Add |
| 6 | CAT | Caterpillar Inc | +0.5% | -0.13% | Trim |
| 7 | XLC | Ss Comm Select Sector Spdr | +0.4% | +30.34% | Add |
| 8 | PLD | Prologis Inc | +0.4% | +20.50% | Add |
| 9 | NVDA | Nvidia CORP | +0.3% | +3.79% | Add |
| 10 | CMI | Cummins Inc | +0.3% | — | Unchanged |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -0.56% | Add |
| 12 | ENB | Enbridge Inc | +0.3% | +0.50% | Add |
| 13 | LNC | Lincoln National CORP | +0.2% | — | Add |
| 14 | ABT | Abbott Laboratories | +0.2% | +4.91% | Add |
| 15 | PNR | Pentair plc | +0.2% | — | Unchanged |
| 16 | EMR | Emerson Electric Co | +0.1% | — | Unchanged |
| 17 | DLR | Digital Realty Trust Inc | +0.1% | — | Trim |
| 18 | GD | General Dynamics CORP | +0.1% | +5.20% | Add |
| 19 | AAPL | Apple Inc | +0.1% | -0.03% | Trim |
| 20 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +7.00% | Add |
| 21 | USB | US Bancorp | +0.1% | -0.19% | Trim |
| 22 | VLO | Valero Energy CORP | +0.1% | — | Unchanged |
| 23 | ADP | Automatic Data Processing | +0.1% | +17.23% | Add |
| 24 | FLOT | Ishares Floating Rate Bond E | 0% | +14.53% | Add |
| 25 | IJR | Ishares Core S&p Small-cap E | 0% | +5.63% | Add |
| 26 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.23% | Add |
| 27 | BLK | Blackrock Inc | 0% | — | Unchanged |
| 28 | PAYX | Paychex Inc | 0% | +33.22% | Add |
| 29 | BNY | Bank Of New York Mellon CORP | 0% | -2.65% | Trim |
| 30 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | Unchanged |
| 31 | LMT | Lockheed Martin CORP | 0% | — | Add |
| 32 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | +0.46% | Add |
| 33 | GBCI | Glacier Bancorp Inc | 0% | — | Unchanged |
| 34 | AMZN | Amazon.com Inc | 0% | — | Add |
| 35 | ADM | Archer-daniels-midland Co | 0% | -9.83% | Trim |
| 36 | VTI | Vanguard Total Stock Mkt ETF | — | +0.37% | Trim |
| 37 | TU | Telus CORP | — | — | Unchanged |
| 38 | SYY | Sysco CORP | — | — | Unchanged |
| 39 | XLF | Ss Financial Select Sector | — | — | Unchanged |
| 40 | O | Realty Income CORP | 0% | +2.62% | Add |
| 41 | XOM | Exxon Mobil CORP | 0% | +0.21% | Add |
| 42 | BIV | Vanguard Intermediate-term B | 0% | +2.54% | Add |
| 43 | FDX | Fedex CORP | 0% | — | Add |
| 44 | JNJ | Johnson & Johnson | 0% | -4.43% | Trim |
| 45 | MRK | Merck & Co. Inc. | 0% | +15.34% | Add |
| 46 | COP | Conocophillips | 0% | — | Unchanged |
| 47 | TTD | Trade Desk Inc/the -class A | 0% | — | Unchanged |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +1.85% | Add |
| 49 | MO | Altria Group Inc | 0% | — | Trim |
| 50 | VNQ | Vanguard Real Estate ETF | 0% | — | Unchanged |
According to official SEC Form 13F filings, Loudon Investment Management, LLC reported a total U.S. public equity portfolio value of $203.7M across 94 disclosed positions in Q3 2025.
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, XLK, FAST) accounted for 21.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
TMUS
市值: $5.0M
Top Position Liquidated / Trimmed
SLB
前期市值: $2.2M
During Q3 2025, Loudon Investment Management, LLC's top holdings by market value included MSFT (7.3%)、XLK (5.0%)、FAST (4.1%). The largest single position, MSFT, represented 7.3% of total portfolio value.
In Q3 2025, Loudon Investment Management, LLC made 92 total portfolio adjustments, initiating 11 new buys, adding to 28 positions, trimming 40 holdings, and fully liquidating 13 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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