☆Loudon Investment Management, LLC
Quality Q
0.271
AUM ($M)
204
Positions
95
Turnover
0.08
Top-10 wt
39%
Herfindahl
0.024
History (qtrs)
6
Excess Return
—
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Holdings · 98 positions · portfolio value $204M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆XLK funds › | SELECT SECTOR SPDR TR | ADD | — | 6.2% | +1.8% | 12.7 | 66,455 | +4,023 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 5.4% | -0.1% | 11.0 | 29,416 | +1,921 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 4.0% | +1.0% | 8.2 | 69,470 | -2,300 | 5 | — |
| ☆EPD funds › | ENTERPRISE PRODS PARTNERS L | HOLD | — | 3.9% | -0.5% | 8.0 | 217,907 | +0 | 5 | — |
| ☆FAST funds › | FASTENAL CO | TRIM | — | 3.7% | -0.2% | 7.6 | 157,269 | -638 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 3.7% | +0.8% | 7.5 | 7,033 | -408 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 3.3% | +0.1% | 6.8 | 9,042 | -240 | 5 | — |
| ☆TFC funds › | TRUIST FINL CORP | TRIM | — | 2.9% | -0.1% | 5.8 | 116,962 | -2,112 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 2.7% | +0.6% | 5.6 | 30,226 | -1,287 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | TRIM | — | 2.7% | +0.4% | 5.5 | 11,414 | -888 | 5 | — |
| ☆O funds › | REALTY INCOME CORP | ADD | — | 2.7% | -0.1% | 5.4 | 87,655 | +3,805 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 2.5% | +0.1% | 5.0 | 19,952 | -275 | 5 | — |
| ☆TMUS funds › | T-MOBILE US INC | ADD | — | 2.4% | -0.2% | 4.9 | 29,198 | +6,445 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 2.3% | +0.1% | 4.7 | 16,291 | -230 | 5 | — |
| ☆LOW funds › | LOWES COS INC | HOLD | — | 2.3% | -0.4% | 4.7 | 21,372 | +0 | 5 | — |
| ☆LNC funds › | LINCOLN NATL CORP IND | TRIM | — | 2.2% | -0.4% | 4.5 | 126,004 | -9,485 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 2.1% | +0.0% | 4.3 | 13,005 | -50 | 5 | — |
| ☆CMI funds › | CUMMINS INC | TRIM | — | 2.0% | -0.1% | 4.1 | 5,746 | -1,430 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 1.9% | -0.3% | 3.9 | 44,370 | +260 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 1.9% | +1.4% | 3.8 | 19,082 | +14,415 | 5 | — |
| ☆G funds › | GENPACT LIMITED | TRIM | — | 1.9% | -1.1% | 3.8 | 137,935 | -7,325 | 5 | — |
| ☆ITW funds › | ILLINOIS TOOL WKS INC | HOLD | — | 1.8% | -0.1% | 3.7 | 13,680 | +0 | 5 | — |
| ☆USB funds › | US BANCORP | ADD | — | 1.7% | +0.1% | 3.6 | 58,930 | +85 | 5 | — |
| ☆EMR funds › | EMERSON ELEC CO | HOLD | — | 1.4% | -0.0% | 2.9 | 20,180 | +0 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | ADD | — | 1.4% | +0.3% | 2.8 | 12,318 | +2,780 | 5 | — |
| ☆DLR funds › | DIGITAL RLTY TR INC | HOLD | — | 1.3% | -0.1% | 2.7 | 15,305 | +0 | 5 | — |
| ☆DE funds › | DEERE & CO | HOLD | — | 1.3% | +0.0% | 2.6 | 4,031 | +0 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | — | 1.0% | -0.3% | 2.1 | 22,962 | -1,530 | 5 | — |
| ☆AMP funds › | AMERIPRISE FINL INC | TRIM | — | 1.0% | -0.1% | 2.0 | 4,465 | -165 | 5 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | ADD | — | 1.0% | -0.0% | 2.0 | 16,386 | +6,926 | 3 | — |
| ☆AMT funds › | AMERICAN TOWER CORP | TRIM | — | 1.0% | -0.5% | 2.0 | 11,923 | -3,400 | 5 | — |
| ☆FLOT funds › | ISHARES TR | ADD | — | 0.9% | +0.1% | 1.8 | 35,857 | +7,920 | 5 | — |
| ☆NVO funds › | NOVO-NORDISK A S | TRIM | — | 0.8% | -0.1% | 1.7 | 35,308 | -9,425 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | HOLD | — | 0.8% | -0.0% | 1.6 | 12,803 | +0 | 5 | — |
| ☆ENB funds › | ENBRIDGE INC | ADD | — | 0.8% | -0.1% | 1.6 | 30,221 | +270 | 5 | — |
| ☆GBCI funds › | GLACIER BANCORP INC NEW | HOLD | — | 0.8% | +0.0% | 1.6 | 31,439 | +0 | 5 | — |
| ☆PNR funds › | PENTAIR PLC | ADD | — | 0.8% | -0.2% | 1.6 | 21,117 | +785 | 5 | — |
| ☆DPZ funds › | DOMINOS PIZZA INC | TRIM | — | 0.8% | -0.6% | 1.6 | 5,347 | -1,730 | 5 | — |
| ☆PLD funds › | PROLOGIS INC. | HOLD | — | 0.8% | -0.1% | 1.5 | 11,405 | +0 | 5 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 0.8% | -0.2% | 1.5 | 4,237 | -850 | 5 | — |
| ☆PAYX funds › | PAYCHEX INC | ADD | — | 0.7% | +0.2% | 1.5 | 15,301 | +4,920 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.7% | -0.1% | 1.4 | 5,556 | -140 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.6% | +0.0% | 1.3 | 16,059 | +1,585 | 5 | — |
| ☆BNY funds › | BANK OF NY MELLON CORP | TRIM | — | 0.6% | +0.0% | 1.2 | 8,337 | -840 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.6% | +0.0% | 1.2 | 3,208 | -46 | 5 | — |
| ☆IJR funds › | ISHARES TR | ADD | — | 0.6% | +0.1% | 1.2 | 7,967 | +680 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | HOLD | — | 0.6% | -0.2% | 1.2 | 2,289 | +0 | 5 | — |
| ☆SWK funds › | STANLEY BLACK & DECKER INC | TRIM | — | 0.6% | -0.0% | 1.2 | 12,240 | -3,205 | 5 | — |
| ☆VLO funds › | VALERO ENERGY CORP | HOLD | — | 0.5% | -0.0% | 1.1 | 4,219 | +0 | 5 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 0.5% | +0.1% | 1.1 | 4,974 | +520 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | HOLD | — | 0.5% | -0.0% | 1.0 | 2,935 | +0 | 5 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | ADD | — | 0.5% | +0.0% | 1.0 | 12,271 | +1,470 | 5 | — |
| ☆AFL funds › | AFLAC INC | TRIM | Common Stock | 0.5% | -0.1% | 0.9 | 7,976 | -825 | 5 | — |
| ☆XLC funds › | SELECT SECTOR SPDR TR | ADD | — | 0.5% | -0.1% | 0.9 | 8,625 | +15 | 5 | — |
| ☆UGI funds › | UGI CORP NEW | TRIM | — | 0.4% | -0.1% | 0.9 | 26,145 | -3,140 | 5 | — |
| ☆PEP funds › | PEPSICO INC | HOLD | — | 0.4% | -0.1% | 0.8 | 6,185 | +0 | 5 | — |
| ☆MO funds › | ALTRIA GROUP INC | TRIM | — | 0.4% | -0.0% | 0.8 | 11,318 | -220 | 5 | — |
| ☆PSA funds › | PUBLIC STORAGE | HOLD | — | 0.4% | +0.0% | 0.8 | 2,400 | +0 | 5 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | HOLD | — | 0.3% | -0.0% | 0.7 | 7,345 | +0 | 5 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.3% | -0.1% | 0.7 | 13,215 | -1,141 | 3 | — |
| ☆RTX funds › | RTX CORPORATION | HOLD | — | 0.3% | -0.0% | 0.7 | 3,641 | +0 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 0.3% | +0.1% | 0.7 | 884 | +37 | 5 | — |
| ☆ACWX funds › | ISHARES TR | ADD | — | 0.3% | +0.0% | 0.6 | 8,257 | +331 | 5 | — |
| ☆MRSH funds › | MARSH & MCLENNAN COS INC | HOLD | — | 0.3% | -0.0% | 0.6 | 3,600 | +0 | 2 | — |
| ☆WTRG funds › | ESSENTIAL UTILS INC | HOLD | — | 0.3% | -0.0% | 0.6 | 15,463 | +0 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.3% | -0.1% | 0.6 | 4,248 | -95 | 5 | — |
| ☆SYY funds › | SYSCO CORP | TRIM | — | 0.3% | -0.0% | 0.6 | 6,945 | -500 | 5 | — |
| ☆HTO funds › | H2O AMERICA | ADD | — | 0.3% | +0.1% | 0.6 | 9,230 | +3,000 | 3 | — |
| ☆ADM funds › | ARCHER DANIELS MIDLAND CO | HOLD | — | 0.3% | -0.0% | 0.5 | 6,925 | +0 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.3% | +0.0% | 0.5 | 1,495 | +70 | 4 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.3% | +0.1% | 0.5 | 2,214 | +1,091 | 5 | — |
| ☆BLK funds › | BLACKROCK INC | ADD | — | 0.3% | +0.0% | 0.5 | 536 | +65 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | HOLD | — | 0.3% | +0.1% | 0.5 | 675 | +0 | 5 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | ADD | — | 0.2% | -0.0% | 0.5 | 6,378 | +245 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | TRIM | — | 0.2% | +0.0% | 0.5 | 454 | -30 | 5 | — |
| ☆BIL funds › | SPDR SERIES TRUST | TRIM | — | 0.2% | -0.0% | 0.4 | 4,596 | -289 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 0.2% | -0.0% | 0.4 | 13,211 | +50 | 5 | — |
| ☆ECL funds › | ECOLAB INC | HOLD | — | 0.2% | -0.0% | 0.4 | 1,476 | +0 | 5 | — |
| ☆WEC funds › | WEC ENERGY GROUP INC | TRIM | — | 0.2% | -0.1% | 0.4 | 3,350 | -1,830 | 5 | — |
| ☆XLI funds › | SELECT SECTOR SPDR TR | NEW | — | 0.2% | +0.2% | 0.4 | 1,950 | +1,950 | 1 | — |
| ☆XLB funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.2% | -0.2% | 0.3 | 6,580 | -7,335 | 2 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.2% | -0.0% | 0.3 | 1,118 | -260 | 5 | — |
| ☆FDX funds › | FEDEX CORP | HOLD | — | 0.2% | -0.0% | 0.3 | 1,000 | +0 | 5 | — |
| ☆TSLA funds › | TESLA INC | HOLD | — | 0.1% | +0.0% | 0.3 | 665 | +0 | 5 | — |
| ☆NOBL funds › | PROSHARES TR | ADD | — | 0.1% | -0.0% | 0.3 | 4,860 | +2,140 | 5 | — |
| ☆PSX funds › | PHILLIPS 66 | HOLD | — | 0.1% | -0.0% | 0.3 | 1,527 | +0 | 2 | — |
| ☆EXR funds › | EXTRA SPACE STORAGE INC | TRIM | — | 0.1% | -0.0% | 0.3 | 1,765 | -450 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | HOLD | — | 0.1% | +0.0% | 0.2 | 3,457 | +0 | 5 | — |
| ☆FRT funds › | FEDERAL RLTY INVT TR NEW | TRIM | — | 0.1% | -0.0% | 0.2 | 1,990 | -225 | 5 | — |
| ☆VRTX funds › | VERTEX PHARMACEUTICALS INC | HOLD | — | 0.1% | +0.0% | 0.2 | 485 | +0 | 3 | — |
| ☆COP funds › | CONOCOPHILLIPS | HOLD | — | 0.1% | -0.0% | 0.2 | 2,180 | +0 | 4 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.1% | -0.0% | 0.2 | 1,330 | +200 | 2 | — |
| ☆IWM funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 724 | +724 | 1 | — |
| ☆IWR funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 1,852 | +1,852 | 1 | — |
| ☆TU funds › | TELUS CORPORATION | TRIM | — | 0.1% | -0.1% | 0.2 | 17,800 | -5,300 | 5 | — |
| ☆XLP funds › | SELECT SECTOR SPDR TR | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -8,472 | 0 | — |
| ☆SHOP funds › | SHOPIFY INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,700 | 0 | — |
| ☆MDT funds › | MEDTRONIC PLC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -5,672 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 204 | 95 | 0.08 | 39% | 0.024 | 0.270 | — | in |
| 2026Q1 | 186 | 95 | 0.08 | 36% | 0.023 | 0.248 | — | in |
| 2025Q4 | 191 | 93 | 0.08 | 38% | 0.024 | 0.228 | — | in |
| 2025Q3 | 191 | 94 | 0.08 | 38% | 0.025 | 0.240 | — | in |
| 2025Q2 | 181 | 99 | 0.11 | 38% | 0.024 | 0.212 | — | entered |
| 2025Q1 | 175 | 96 | 0.00 | 37% | 0.023 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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