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CIK: 0001597089
Total reported value
$203.7M
$203.7M
93 檔
21.1%
At the close of Q4 2025, Loudon Investment Management, LLC disclosed equity holdings valued at approximately $203.7M, spread across 93 reported holdings.
In Q4 2025, Loudon Investment Management, LLC adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.88% | -0.09% | +0.72% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 5.04% | +1.75% | +97.68% | |
| 3 | EPD | Enterprise Products Partners | Stock-Energy | 3.65% | -0.51% | +0.25% | |
| 4 | G | Genpact Limited | Stock-Tech | 3.55% | -1.05% | +0.27% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.35% | +0.07% | -0.69% | |
| 6 | FAST | Fastenal Co | Stock-Industrials | 3.33% | -0.23% | -0.02% | |
| 7 | LNC | Lincoln National CORP | Stock-Financials | 3.15% | -0.40% | -2.92% | |
| 8 | TFC | Truist Financial CORP | Stock-Financials | 3.11% | -0.09% | — | |
| 9 | QCOM | Qualcomm Inc | Stock-Tech | 2.90% | +0.56% | -1.40% | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 2.90% | +1.01% | -0.78% | |
| 11 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.70% | -0.41% | -1.24% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.47% | +0.09% | -0.48% | |
| 13 | O | Realty Income CORP | Stock-Real Estate | 2.45% | -0.09% | +209.25% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.41% | +0.05% | — | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.30% | +0.02% | -0.73% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 2.23% | +0.84% | -5.21% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.22% | +0.44% | -3.62% | |
| 18 | CMI | Cummins Inc | Stock-Industrials | 1.91% | -0.07% | -4.65% | |
| 19 | NEE | Nextera Energy Inc | Stock-Utilities | 1.85% | -0.30% | +4.51% | |
| 20 | ITW | Illinois Tool Works | Stock-Industrials | 1.75% | -0.10% | -5.96% | |
| 21 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.72% | -0.59% | +21.50% | |
| 22 | ACN | Accenture plc | Stock-Tech | 1.68% | -0.01% | — | |
| 23 | USB | US Bancorp | Stock-Financials | 1.64% | +0.10% | +1.64% | |
| 24 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.61% | -0.17% | -27.06% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 1.60% | -0.33% | -4.01% | |
| 26 | EMR | Emerson Electric Co | Stock-Industrials | 1.40% | — | — | |
| 27 | AMT | American Tower CORP | Stock-Real Estate | 1.36% | -0.46% | -2.91% | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.33% | -0.05% | -9.39% | |
| 29 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.24% | -0.13% | -5.73% | |
| 30 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.19% | -0.10% | -1.07% | |
| 31 | PNR | Pentair plc | Stock-Industrials | 1.11% | -0.16% | -0.25% | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.98% | +0.04% | — | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.90% | -0.21% | -3.84% | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 0.85% | +0.31% | +9.68% | |
| 35 | PLD | Prologis Inc | Stock-Real Estate | 0.76% | -0.05% | — | |
| 36 | ENB | Enbridge Inc | Stock-Energy | 0.75% | -0.07% | — | |
| 37 | GBCI | Glacier Bancorp Inc | Stock-Financials | 0.72% | +0.04% | — | |
| 38 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.72% | +0.13% | -16.12% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.70% | -0.02% | +9.88% | |
| 40 | UGI | Ugi CORP | Stock-Utilities | 0.70% | -0.13% | -24.18% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | -0.06% | — | |
| 42 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.61% | -0.02% | -26.03% | |
| 43 | PAYX | Paychex Inc | Stock-Tech | 0.59% | +0.23% | +4.69% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.58% | -0.17% | +5.78% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | +0.02% | +0.99% | |
| 46 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.56% | — | — | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.55% | — | — | |
| 48 | AFL | Aflac Inc | Stock-Financials | 0.53% | -0.06% | -5.11% | |
| 49 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.53% | -0.06% | -40.58% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.53% | — | +3.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | O | Realty Income CORP | +1.6% | +209.25% | Add |
| 2 | G | Genpact Limited | +0.4% | +0.27% | Add |
| 3 | CSCO | Cisco Systems Inc | +0.3% | -0.78% | Trim |
| 4 | CAT | Caterpillar Inc | +0.3% | -5.21% | Trim |
| 5 | DPZ | Domino's Pizza Inc | +0.3% | +21.50% | Add |
| 6 | CMI | Cummins Inc | +0.3% | -4.65% | Trim |
| 7 | TFC | Truist Financial CORP | +0.2% | — | Unchanged |
| 8 | LNC | Lincoln National CORP | +0.2% | -2.92% | Trim |
| 9 | MRK | Merck & Co. Inc. | +0.2% | +9.88% | Add |
| 10 | NEE | Nextera Energy Inc | +0.2% | +4.51% | Add |
| 11 | USB | US Bancorp | +0.2% | +1.64% | Add |
| 12 | AAPL | Apple Inc | +0.2% | — | Unchanged |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +83.91% | Add |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.1% | +37.89% | Add |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -3.62% | Trim |
| 16 | EPD | Enterprise Products Partners | +0.1% | +0.25% | Add |
| 17 | AMGN | Amgen Inc | +0.1% | -3.84% | Trim |
| 18 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +28.95% | Add |
| 19 | PLD | Prologis Inc | +0.1% | — | Unchanged |
| 20 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.69% | Trim |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 23 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 24 | XLK | Ss Technology Select Sector | 0% | +97.68% | Add |
| 25 | QCOM | Qualcomm Inc | 0% | -1.40% | Trim |
| 26 | JPM | Jpmorgan Chase & Co | 0% | -0.73% | Trim |
| 27 | RTX | Rtx CORP | 0% | — | Unchanged |
| 28 | FDX | Fedex CORP | 0% | — | Unchanged |
| 29 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 30 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 31 | BIV | Vanguard Intermediate-term B | 0% | +9.24% | Add |
| 32 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | +2.34% | Add |
| 33 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.99% | Add |
| 34 | DE | Deere & Co | 0% | — | Unchanged |
| 35 | XOM | Exxon Mobil CORP | 0% | -0.21% | Trim |
| 36 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +3.04% | Add |
| 38 | LMT | Lockheed Martin CORP | 0% | +5.78% | Add |
| 39 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.73% | Add |
| 40 | SHOP | Shopify Inc - Class A | 0% | — | Unchanged |
| 41 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 42 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 43 | CRWD | Crowdstrike Holdings Inc - A | — | — | Unchanged |
| 44 | NOBL | Proshares S&p 500 Dividend A | — | -5.23% | Trim |
| 45 | GD | General Dynamics CORP | — | — | Unchanged |
| 46 | VEA | Vanguard Ftse Developed ETF | — | — | Unchanged |
| 47 | XLF | Ss Financial Select Sector | — | — | Unchanged |
| 48 | TSLA | Tesla Inc | — | — | Unchanged |
| 49 | COP | Conocophillips | — | — | Unchanged |
| 50 | NVDA | Nvidia CORP | — | — | 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 93 disclosed positions in Q4 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, EPD) accounted for 21.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
ACN
市值: $3.2M
Top Position Liquidated / Trimmed
ESS
前期市值: $3.2M
During Q4 2025, Loudon Investment Management, LLC's top holdings by market value included MSFT (6.9%)、XLK (5.0%)、EPD (3.6%). The largest single position, MSFT, represented 6.9% of total portfolio value.
In Q4 2025, Loudon Investment Management, LLC made 66 total portfolio adjustments, initiating 5 new buys, adding to 21 positions, trimming 34 holdings, and fully liquidating 6 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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