Sponsored

The Analysis of Loudon Investment Management, LLC's Holdings & P&L

Currently, Loudon Investment Management, LLC holds 95 types of securities in its portfolio with a total value $185.8M. In the most recent quarter, they have increased their positions in TMUS (+7.6K shares, valued at $1.6M), XLB (+13.9K shares, valued at $695.3K), XLP (+8.5K shares, valued at $694.5K); decreased their positions in XLK (-4.6K shares, valued at $613.2K), TSM (-1.7K shares, valued at $562.7K), N/A (-2.5K shares, valued at $503.1K); initiated new positions in XLB (+13.9K shares, valued at $695.3K), XLP (+8.5K shares, valued at $694.5K), MMC (+3.6K shares, valued at $624.4K).

1M P&L

+6.7M+3.59%

3M P&L

+5.1M+2.71%

HY P&L

+15.8M+8.89%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A27.4M

15.1%

2Software - Infrastructure13.5M

7.4%

3Specialty Industrial Machinery11.8M

6.5%

Top Industries by Stock Count

1N/A18 stocks

22.0%

2Drug Manufacturers - General4 stocks

4.9%

3Specialty Industrial Machinery4 stocks

4.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP27.5K shares0.97%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR62.4K shares-6.88%2026-03-312026-05-11

EPD ENTERPRISE PRODS PARTNERS L217.9K shares0.00%2026-03-312026-05-11

FAST FASTENAL CO157.9K shares-0.44%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T9.3K shares-1.28%2026-03-312026-05-11

CSCO CISCO SYS INC71.8K shares-0.33%2026-03-312026-05-11

TFC TRUIST FINL CORP119.1K shares-1.41%2026-03-312026-05-11

G GENPACT LIMITED145.3K shares0.00%2026-03-312026-05-11

Sponsored

CAT CATERPILLAR INC7.4K shares-0.20%2026-03-312026-05-11

O REALTY INCOME CORP83.8K shares0.96%2026-03-312026-05-11

LOW LOWES COS INC21.4K shares-0.33%2026-03-312026-05-11

LNC LINCOLN NATL CORP IND135.5K shares0.00%2026-03-312026-05-11

TMUS T-MOBILE US INC22.8K shares50.33%2026-03-312026-05-11

ABBV ABBVIE INC20.2K shares-2.29%2026-03-312026-05-11

AAPL APPLE INC16.5K shares-2.65%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC12.3K shares-11.92%2026-03-312026-05-11

Sponsored

NEE NEXTERA ENERGY INC44.1K shares0.00%2026-03-312026-05-11

QCOM QUALCOMM INC31.5K shares-2.90%2026-03-312026-05-11

CMI CUMMINS INC7.2K shares0.00%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO13.1K shares-4.39%2026-03-312026-05-11

ITW ILLINOIS TOOL WKS INC13.7K shares0.85%2026-03-312026-05-11

USB US BANCORP58.8K shares0.00%2026-03-312026-05-11

DLR DIGITAL RLTY TR INC15.3K shares0.00%2026-03-312026-05-11

AMT AMERICAN TOWER CORP15.3K shares3.34%2026-03-312026-05-11

Sponsored

EMR EMERSON ELEC CO20.2K shares0.00%2026-03-312026-05-11

DPZ DOMINOS PIZZA INC7.1K shares-10.24%2026-03-312026-05-11

ABT ABBOTT LABORATORIES24.5K shares0.31%2026-03-312026-05-11

DE DEERE & CO4.0K shares0.00%2026-03-312026-05-11

AMP AMERIPRISE FINL INC4.6K shares0.00%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING IN9.5K shares50.37%2026-03-312026-05-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND9.5K shares-21.15%2026-03-312026-05-11

AMGN AMGEN INC5.1K shares-3.33%2026-03-312026-05-11

Sponsored

PNR PENTAIR PLC20.3K shares0.00%2026-03-312026-05-11

NVO NOVO-NORDISK A S44.7K shares-10.86%2026-03-312026-05-11

ENB ENBRIDGE INC30.0K shares0.00%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC12.8K shares0.00%2026-03-312026-05-11

PLD PROLOGIS INC.11.4K shares0.00%2026-03-312026-05-11

FLOT ISHARES TR27.9K shares3.04%2026-03-312026-05-11

GBCI GLACIER BANCORP INC NEW31.4K shares0.00%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON5.7K shares0.00%2026-03-312026-05-11

Sponsored

LMT LOCKHEED MARTIN CORP2.3K shares0.00%2026-03-312026-05-11

VCSH VANGUARD SCOTTSDALE FDS14.5K shares14.04%2026-03-312026-05-11

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC15.4K shares-2.22%2026-03-312026-05-11

BK BANK NEW YORK MELLON CORP9.2K shares0.00%2026-03-312026-05-11

UGI UGI CORP NEW29.3K shares-17.70%2026-03-312026-05-11

VTI VANGUARD INDEX FDS3.3K shares-0.43%2026-03-312026-05-11

VLO VALERO ENERGY CORP4.2K shares0.00%2026-03-312026-05-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.9K shares0.00%2026-03-312026-05-11

Sponsored

AFL AFLAC INC8.8K shares-5.12%2026-03-312026-05-11

PEP PEPSICO INC6.2K shares0.00%2026-03-312026-05-11

PAYX PAYCHEX INC10.4K shares3.45%2026-03-312026-05-11

XLC SELECT SECTOR SPDR TR8.6K shares0.00%2026-03-312026-05-11

IJR ISHARES TR7.3K shares-0.14%2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR14.4K shares-5.23%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.5K shares17.64%2026-03-312026-05-11

BSV VANGUARD BD INDEX FDS10.8K shares0.00%2026-03-312026-05-11

Sponsored

NVDA NVIDIA CORPORATION4.7K shares3.28%2026-03-312026-05-11

MO ALTRIA GROUP INC11.5K shares0.00%2026-03-312026-05-11

XOM EXXON MOBIL CORP4.3K shares0.70%2026-03-312026-05-11

RTX RTX CORPORATION3.6K shares-0.82%2026-03-312026-05-11

XLB SELECT SECTOR SPDR TR13.9K sharesnew addition2026-03-312026-05-11

XLP SELECT SECTOR SPDR TR8.5K sharesnew addition2026-03-312026-05-11

VNQ VANGUARD INDEX FDS7.3K shares0.00%2026-03-312026-05-11

PSA PUBLIC STORAGE OPER CO2.4K shares0.00%2026-03-312026-05-11

Sponsored

MMC MARSH & MCLENNAN COS INC3.6K sharesnew addition2026-03-312026-05-11

WTRG ESSENTIAL UTILS INC15.5K shares0.00%2026-03-312026-05-11

WEC ENERGY GROUP INC WEC ENERGY GROUP INC5.2K shares0.00%2026-03-312026-05-11

ACWX ISHARES TR7.9K shares0.29%2026-03-312026-05-11

SYY SYSCO CORP7.4K shares0.00%2026-03-312026-05-11

ADM ARCHER DANIELS MIDLAND CO6.9K shares0.00%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC5.7K shares0.00%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR847 shares12.48%2026-03-312026-05-11

Sponsored

BIV VANGUARD BD INDEX FDS6.1K shares19.86%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC471 shares0.00%2026-03-312026-05-11

BIL SPDR SERIES TRUST4.9K shares-19.83%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC484 shares0.00%2026-03-312026-05-11

ALPHABET INC ALPHABET INC1.4K shares0.00%2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR13.2K shares0.38%2026-03-312026-05-11

ECL ECOLAB INC1.5K shares0.00%2026-03-312026-05-11

HTO H2O AMERICA6.2K shares14.31%2026-03-312026-05-11

Sponsored

FDX FEDEX CORP1.0K shares-4.76%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS1.4K shares-49.49%2026-03-312026-05-11

TU TELUS CORPORATION23.1K shares-39.37%2026-03-312026-05-11

EXR EXTRA SPACE STORAGE INC2.2K shares0.00%2026-03-312026-05-11

NOBL PROSHARES TR2.7K shares0.00%2026-03-312026-05-11

COP CONOCOPHILLIPS2.2K shares0.00%2026-03-312026-05-11

PSX PHILLIPS 661.5K sharesnew addition2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC675 shares0.00%2026-03-312026-05-11

Sponsored

TSLA TESLA INC665 shares2.31%2026-03-312026-05-11

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW2.2K shares0.00%2026-03-312026-05-11

AMZN AMAZON COM INC1.1K shares0.00%2026-03-312026-05-11

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS3.5K shares-1.40%2026-03-312026-05-11

VRTX VERTEX PHARMACEUTICALS INC485 shares0.00%2026-03-312026-05-11

SHOP SHOPIFY INC1.7K shares0.00%2026-03-312026-05-11

MSFT

MICROSOFT CORP

0.97%

Shares27.5K

Event2026-03-31

Filed2026-05-11

XLK

SELECT SECTOR SPDR TR

-6.88%

Shares62.4K

Event2026-03-31

Filed2026-05-11

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares217.9K

Event2026-03-31

Filed2026-05-11

FAST

FASTENAL CO

-0.44%

Shares157.9K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

-1.28%

Shares9.3K

Event2026-03-31

Filed2026-05-11

CSCO

CISCO SYS INC

-0.33%

Shares71.8K

Event2026-03-31

Filed2026-05-11

TFC

TRUIST FINL CORP

-1.41%

Shares119.1K

Event2026-03-31

Filed2026-05-11

GENPACT LIMITED

0.00%

Shares145.3K

Event2026-03-31

Filed2026-05-11

CAT

CATERPILLAR INC

-0.20%

Shares7.4K

Event2026-03-31

Filed2026-05-11

REALTY INCOME CORP

0.96%

Shares83.8K

Event2026-03-31

Filed2026-05-11

LOW

LOWES COS INC

-0.33%

Shares21.4K

Event2026-03-31

Filed2026-05-11

LNC

LINCOLN NATL CORP IND

0.00%

Shares135.5K

Event2026-03-31

Filed2026-05-11

TMUS

T-MOBILE US INC

50.33%

Shares22.8K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

-2.29%

Shares20.2K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-2.65%

Shares16.5K

Event2026-03-31

Filed2026-05-11

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-11.92%

Shares12.3K

Event2026-03-31

Filed2026-05-11

NEE

NEXTERA ENERGY INC

0.00%

Shares44.1K

Event2026-03-31

Filed2026-05-11

QCOM

QUALCOMM INC

-2.90%

Shares31.5K

Event2026-03-31

Filed2026-05-11

CMI

CUMMINS INC

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

-4.39%

Shares13.1K

Event2026-03-31

Filed2026-05-11

ITW

ILLINOIS TOOL WKS INC

0.85%

Shares13.7K

Event2026-03-31

Filed2026-05-11

USB

US BANCORP

0.00%

Shares58.8K

Event2026-03-31

Filed2026-05-11

DLR

DIGITAL RLTY TR INC

0.00%

Shares15.3K

Event2026-03-31

Filed2026-05-11

AMT

AMERICAN TOWER CORP

3.34%

Shares15.3K

Event2026-03-31

Filed2026-05-11

EMR

EMERSON ELEC CO

0.00%

Shares20.2K

Event2026-03-31

Filed2026-05-11

DPZ

DOMINOS PIZZA INC

-10.24%

Shares7.1K

Event2026-03-31

Filed2026-05-11

ABT

ABBOTT LABORATORIES

0.31%

Shares24.5K

Event2026-03-31

Filed2026-05-11

DEERE & CO

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-11

AMP

AMERIPRISE FINL INC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-11

ADP

AUTOMATIC DATA PROCESSING IN

50.37%

Shares9.5K

Event2026-03-31

Filed2026-05-11

ACCENTURE PLC IRELAND

-21.15%

Shares9.5K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC

-3.33%

Shares5.1K

Event2026-03-31

Filed2026-05-11

PNR

PENTAIR PLC

0.00%

Shares20.3K

Event2026-03-31

Filed2026-05-11

NVO

NOVO-NORDISK A S

-10.86%

Shares44.7K

Event2026-03-31

Filed2026-05-11

ENB

ENBRIDGE INC

0.00%

Shares30.0K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC

0.00%

Shares12.8K

Event2026-03-31

Filed2026-05-11

PLD

PROLOGIS INC.

0.00%

Shares11.4K

Event2026-03-31

Filed2026-05-11

FLOT

ISHARES TR

3.04%

Shares27.9K

Event2026-03-31

Filed2026-05-11

GBCI

GLACIER BANCORP INC NEW

0.00%

Shares31.4K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-11

LMT

LOCKHEED MARTIN CORP

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-11

VCSH

VANGUARD SCOTTSDALE FDS

14.04%

Shares14.5K

Event2026-03-31

Filed2026-05-11

STANLEY BLACK & DECKER INC

-2.22%

Shares15.4K

Event2026-03-31

Filed2026-05-11

BANK NEW YORK MELLON CORP

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-11

UGI

UGI CORP NEW

-17.70%

Shares29.3K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

-0.43%

Shares3.3K

Event2026-03-31

Filed2026-05-11

VLO

VALERO ENERGY CORP

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-11

GENERAL DYNAMICS CORP

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-11

AFL

AFLAC INC

-5.12%

Shares8.8K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-11

PAYX

PAYCHEX INC

3.45%

Shares10.4K

Event2026-03-31

Filed2026-05-11

XLC

SELECT SECTOR SPDR TR

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-11

IJR

ISHARES TR

-0.14%

Shares7.3K

Event2026-03-31

Filed2026-05-11

XLE

SELECT SECTOR SPDR TR

-5.23%

Shares14.4K

Event2026-03-31

Filed2026-05-11

INVESCO EXCHANGE TRADED FD T

17.64%

Shares4.5K

Event2026-03-31

Filed2026-05-11

BSV

VANGUARD BD INDEX FDS

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

3.28%

Shares4.7K

Event2026-03-31

Filed2026-05-11

ALTRIA GROUP INC

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

0.70%

Shares4.3K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

-0.82%

Shares3.6K

Event2026-03-31

Filed2026-05-11

XLB

SELECT SECTOR SPDR TR

New

Shares13.9K

Event2026-03-31

Filed2026-05-11

XLP

SELECT SECTOR SPDR TR

New

Shares8.5K

Event2026-03-31

Filed2026-05-11

VNQ

VANGUARD INDEX FDS

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-11

PSA

PUBLIC STORAGE OPER CO

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-11

MMC

MARSH & MCLENNAN COS INC

New

Shares3.6K

Event2026-03-31

Filed2026-05-11

WTRG

ESSENTIAL UTILS INC

0.00%

Shares15.5K

Event2026-03-31

Filed2026-05-11

WEC ENERGY GROUP INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-11

ACWX

ISHARES TR

0.29%

Shares7.9K

Event2026-03-31

Filed2026-05-11

SYY

SYSCO CORP

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-11

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-11

MEDTRONIC PLC

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

12.48%

Shares847

Event2026-03-31

Filed2026-05-11

BIV

VANGUARD BD INDEX FDS

19.86%

Shares6.1K

Event2026-03-31

Filed2026-05-11

BLACKROCK INC

0.00%

Shares471

Event2026-03-31

Filed2026-05-11

BIL

SPDR SERIES TRUST

-19.83%

Shares4.9K

Event2026-03-31

Filed2026-05-11

GOLDMAN SACHS GROUP INC

0.00%

Shares484

Event2026-03-31

Filed2026-05-11

ALPHABET INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-11

SCHD

SCHWAB STRATEGIC TR

0.38%

Shares13.2K

Event2026-03-31

Filed2026-05-11

ECL

ECOLAB INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-11

HTO

H2O AMERICA

14.31%

Shares6.2K

Event2026-03-31

Filed2026-05-11

FDX

FEDEX CORP

-4.76%

Shares1.0K

Event2026-03-31

Filed2026-05-11

IBM

INTERNATIONAL BUSINESS MACHS

-49.49%

Shares1.4K

Event2026-03-31

Filed2026-05-11

TELUS CORPORATION

-39.37%

Shares23.1K

Event2026-03-31

Filed2026-05-11

EXR

EXTRA SPACE STORAGE INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-11

NOBL

PROSHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-11

COP

CONOCOPHILLIPS

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-11

PSX

PHILLIPS 66

New

Shares1.5K

Event2026-03-31

Filed2026-05-11

CRWD

CROWDSTRIKE HLDGS INC

0.00%

Shares675

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

2.31%

Shares665

Event2026-03-31

Filed2026-05-11

FEDERAL RLTY INVT TR NEW

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

New

Shares1.1K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

-1.40%

Shares3.5K

Event2026-03-31

Filed2026-05-11

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares485

Event2026-03-31

Filed2026-05-11

SHOP

SHOPIFY INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available