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CIK: 0001597089
Total reported value
$203.7M
$203.7M
95 檔
19.7%
During the Q1 2026 filing period, Loudon Investment Management, LLC (CIK: 0001597089) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $203.7M across 95 reported positions.
Loudon Investment Management, LLC executed strategic sector rebalancing during Q1 2026, establishing 5 new positions while fully exiting 3 holdings and trimming 28 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.48% | -0.09% | +0.97% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 4.47% | +1.75% | -6.88% | |
| 3 | EPD | Enterprise Products Partners | Stock-Energy | 4.44% | -0.51% | — | |
| 4 | FAST | Fastenal Co | Stock-Industrials | 3.94% | -0.23% | -0.44% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.25% | +0.07% | -1.28% | |
| 6 | CSCO | Cisco Systems Inc | Stock-Tech | 3.00% | +1.01% | -0.33% | |
| 7 | TFC | Truist Financial CORP | Stock-Financials | 2.95% | -0.09% | -1.41% | |
| 8 | G | Genpact Limited | Stock-Tech | 2.91% | -1.05% | — | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 2.84% | +0.84% | -0.20% | |
| 10 | O | Realty Income CORP | Stock-Real Estate | 2.76% | -0.09% | +0.96% | |
| 11 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.72% | -0.41% | -0.33% | |
| 12 | LNC | Lincoln National CORP | Stock-Financials | 2.59% | -0.40% | — | |
| 13 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.57% | -0.17% | +50.33% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 2.37% | +0.09% | -2.29% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.26% | +0.05% | -2.65% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.24% | +0.44% | -11.92% | |
| 17 | NEE | Nextera Energy Inc | Stock-Utilities | 2.21% | -0.30% | — | |
| 18 | QCOM | Qualcomm Inc | Stock-Tech | 2.18% | +0.56% | -2.90% | |
| 19 | CMI | Cummins Inc | Stock-Industrials | 2.08% | -0.07% | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.07% | +0.02% | -4.39% | |
| 21 | ITW | Illinois Tool Works | Stock-Industrials | 1.92% | -0.10% | +0.85% | |
| 22 | USB | US Bancorp | Stock-Financials | 1.65% | +0.10% | — | |
| 23 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.48% | -0.13% | — | |
| 24 | AMT | American Tower CORP | Stock-Real Estate | 1.42% | -0.46% | +3.34% | |
| 25 | EMR | Emerson Electric Co | Stock-Industrials | 1.42% | — | — | |
| 26 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.37% | -0.59% | -10.24% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 1.35% | -0.33% | +0.31% | |
| 28 | DE | Deere & Co | Stock-Industrials | 1.22% | +0.04% | — | |
| 29 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.11% | -0.10% | — | |
| 30 | ADP | Automatic Data Processing | Stock-Tech | 1.04% | +0.31% | +50.37% | |
| 31 | ACN | Accenture plc | Stock-Tech | 1.01% | -0.01% | -21.15% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.96% | -0.21% | -3.33% | |
| 33 | PNR | Pentair plc | Stock-Industrials | 0.95% | -0.16% | — | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.88% | -0.05% | -10.86% | |
| 35 | ENB | Enbridge Inc | Stock-Energy | 0.87% | -0.07% | — | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | -0.02% | — | |
| 37 | PLD | Prologis Inc | Stock-Real Estate | 0.81% | -0.05% | — | |
| 38 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.77% | +0.13% | +3.04% | |
| 39 | GBCI | Glacier Bancorp Inc | Stock-Financials | 0.76% | +0.04% | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.06% | — | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.74% | -0.17% | — | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.62% | — | +14.04% | |
| 43 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.59% | -0.02% | -2.22% | |
| 44 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.59% | — | — | |
| 45 | UGI | Ugi CORP | Stock-Utilities | 0.57% | -0.13% | -17.70% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.02% | -0.43% | |
| 47 | VLO | Valero Energy CORP | Stock-Energy | 0.56% | -0.02% | — | |
| 48 | GD | General Dynamics CORP | Stock-Industrials | 0.54% | -0.03% | — | |
| 49 | AFL | Aflac Inc | Stock-Financials | 0.52% | -0.06% | -5.12% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.52% | -0.11% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TMUS | T-mobile US Inc | +1% | +50.33% | Add |
| 2 | EPD | Enterprise Products Partners | +0.8% | — | Unchanged |
| 3 | CAT | Caterpillar Inc | +0.6% | -0.20% | Trim |
| 4 | FAST | Fastenal Co | +0.6% | -0.44% | Trim |
| 5 | NEE | Nextera Energy Inc | +0.4% | — | Unchanged |
| 6 | O | Realty Income CORP | +0.3% | +0.96% | Add |
| 7 | DE | Deere & Co | +0.2% | — | Unchanged |
| 8 | DLR | Digital Realty Trust Inc | +0.2% | — | Unchanged |
| 9 | VLO | Valero Energy CORP | +0.2% | — | Unchanged |
| 10 | ADP | Automatic Data Processing | +0.2% | +50.37% | Add |
| 11 | ITW | Illinois Tool Works | +0.2% | +0.85% | Add |
| 12 | CMI | Cummins Inc | +0.2% | — | Unchanged |
| 13 | LMT | Lockheed Martin CORP | +0.2% | — | Unchanged |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +0.70% | Add |
| 15 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 16 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 17 | XLE | Ss Energy Select Sector | +0.1% | -5.23% | Trim |
| 18 | ENB | Enbridge Inc | +0.1% | — | Unchanged |
| 19 | CSCO | Cisco Systems Inc | +0.1% | -0.33% | Trim |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +14.04% | Add |
| 21 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +17.64% | Add |
| 22 | ADM | Archer-daniels-midland Co | +0.1% | — | Unchanged |
| 23 | HTO | H2o America | +0.1% | +14.31% | Add |
| 24 | MO | Altria Group Inc | +0.1% | — | Unchanged |
| 25 | PEP | Pepsico Inc | +0.1% | — | Unchanged |
| 26 | AMGN | Amgen Inc | +0.1% | -3.33% | Trim |
| 27 | AMT | American Tower CORP | +0.1% | +3.34% | Add |
| 28 | PLD | Prologis Inc | +0.1% | — | Unchanged |
| 29 | FLOT | Ishares Floating Rate Bond E | +0.1% | +3.04% | Add |
| 30 | COP | Conocophillips | 0% | — | Unchanged |
| 31 | BIV | Vanguard Intermediate-term B | 0% | +19.86% | Add |
| 32 | GBCI | Glacier Bancorp Inc | 0% | — | Unchanged |
| 33 | WEC | Wec Energy Group Inc | 0% | — | Unchanged |
| 34 | FDX | Fedex CORP | 0% | -4.76% | Trim |
| 35 | SCHD | Schwab US Dvd Equity ETF | 0% | +0.38% | Add |
| 36 | WTRG | Essential Utilities Inc | 0% | — | Unchanged |
| 37 | RTX | Rtx CORP | 0% | -0.82% | Trim |
| 38 | IJR | Ishares Core S&p Small-cap E | 0% | -0.14% | Trim |
| 39 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 40 | LOW | Lowe's Cos Inc | 0% | -0.33% | Trim |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 0% | -11.92% | Trim |
| 42 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 43 | PSA | Public Storage | 0% | — | Unchanged |
| 44 | QQQ | Invesco Qqq Trust Series 1 | 0% | +12.48% | Add |
| 45 | GD | General Dynamics CORP | 0% | — | Unchanged |
| 46 | BSV | Vanguard Short-term Bond ETF | 0% | — | Unchanged |
| 47 | USB | US Bancorp | 0% | — | Unchanged |
| 48 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | +0.29% | Add |
| 49 | FRT | Federal Realty Invs Trust | 0% | — | Unchanged |
| 50 | NOBL | Proshares S&p 500 Dividend A | 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 95 disclosed positions in Q1 2026.
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 19.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
XLB
市值: $695.3K
Top Position Liquidated / Trimmed
XLV
前期市值: $1.0M
During Q1 2026, Loudon Investment Management, LLC's top holdings by market value included MSFT (5.5%)、XLK (4.5%)、EPD (4.4%). The largest single position, MSFT, represented 5.5% of total portfolio value.
In Q1 2026, Loudon Investment Management, LLC made 55 total portfolio adjustments, initiating 5 new buys, adding to 19 positions, trimming 28 holdings, and fully liquidating 3 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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