Filed: 7/18/2025ACC: 0001597089-25-000009
📋 What this filing means
LOUDON INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 99 equity positions with a total reported market value of $180.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
99
Positions
$180.76M
Total AUM (reported)
1.98M
Total Shares
Allocation by class
COM$180.76M100.0%
Portfolio Concentration
Top 3$28.48M15.8%
4–10$39.55M21.9%
11–25$49.52M27.4%
Rest$63.22M35.0%
Top 3 weight
15.8%
Top 10 weight
37.6%
Voting Authority Distribution
Total shares with voting rights: 1.98M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.98M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole99
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings99
Rows:
MICROSOFT CORP
SOLEShares27.19K
TypeSH
Market value$13.52M
7.48%
Sole
0.00
Shared
0.00
None
27.19K
SELECT SECTOR SPDR TR
SOLEShares32.43K
TypeSH
Market value$8.21M
4.54%
Sole
0.00
Shared
0.00
None
32.43K
ENTERPRISE PRODS PARTNERS L
SOLEShares217.37K
TypeSH
Market value$6.74M
3.73%
Sole
0.00
Shared
0.00
None
217.37K
FASTENAL CO
SOLEShares159.08K
TypeSH
Market value$6.68M
3.70%
Sole
0.00
Shared
0.00
None
159.08K
GENPACT LIMITED
SOLEShares146.75K
TypeSH
Market value$6.46M
3.57%
Sole
0.00
Shared
0.00
None
146.75K
SPDR S&P 500 ETF TR
SOLEShares9.52K
TypeSH
Market value$5.88M
3.25%
Sole
0.00
Shared
0.00
None
9.52K
TRUIST FINL CORP
SOLEShares124.82K
TypeSH
Market value$5.37M
2.97%
Sole
0.00
Shared
0.00
None
124.82K
QUALCOMM INC
SOLEShares32.92K
TypeSH
Market value$5.24M
2.90%
Sole
0.00
Shared
0.00
None
32.92K
CISCO SYS INC
SOLEShares72.69K
TypeSH
Market value$5.04M
2.79%
Sole
0.00
Shared
0.00
None
72.69K
LOWES COS INC
SOLEShares21.96K
TypeSH
Market value$4.87M
2.70%
Sole
0.00
Shared
0.00
None
21.96K
LINCOLN NATL CORP IND
SOLEShares139.56K
TypeSH
Market value$4.83M
2.67%
Sole
0.00
Shared
0.00
None
139.56K
JPMORGAN CHASE & CO.
SOLEShares13.83K
TypeSH
Market value$4.01M
2.22%
Sole
0.00
Shared
0.00
None
13.83K
ABBVIE INC
SOLEShares20.94K
TypeSH
Market value$3.89M
2.15%
Sole
0.00
Shared
0.00
None
20.94K
ESSEX PPTY TR INC
SOLEShares12.74K
TypeSH
Market value$3.61M
2.00%
Sole
0.00
Shared
0.00
None
12.74K
ILLINOIS TOOL WKS INC
SOLEShares14.51K
TypeSH
Market value$3.59M
1.98%
Sole
0.00
Shared
0.00
None
14.51K
APPLE INC
SOLEShares16.98K
TypeSH
Market value$3.48M
1.93%
Sole
0.00
Shared
0.00
None
16.98K
ABBOTT LABS
SOLEShares24.25K
TypeSH
Market value$3.30M
1.82%
Sole
0.00
Shared
0.00
None
24.25K
AMERICAN TOWER CORP NEW
SOLEShares14.73K
TypeSH
Market value$3.26M
1.80%
Sole
0.00
Shared
0.00
None
14.73K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares14.36K
TypeSH
Market value$3.25M
1.80%
Sole
0.00
Shared
0.00
None
14.36K
CATERPILLAR INC
SOLEShares7.88K
TypeSH
Market value$3.06M
1.69%
Sole
0.00
Shared
0.00
None
7.88K
DIGITAL RLTY TR INC
SOLEShares16.23K
TypeSH
Market value$2.83M
1.57%
Sole
0.00
Shared
0.00
None
16.23K
EMERSON ELEC CO
SOLEShares20.18K
TypeSH
Market value$2.69M
1.49%
Sole
0.00
Shared
0.00
None
20.18K
US BANCORP DEL
SOLEShares58.01K
TypeSH
Market value$2.62M
1.45%
Sole
0.00
Shared
0.00
None
58.01K
NOVO-NORDISK A S
SOLEShares37.67K
TypeSH
Market value$2.60M
1.44%
Sole
0.00
Shared
0.00
None
37.67K
AMERIPRISE FINL INC
SOLEShares4.70K
TypeSH
Market value$2.51M
1.39%
Sole
0.00
Shared
0.00
None
4.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 27.19K | SH | $13.52M 7.48% | 0.00 | 0.00 | 27.19K |
SELECT SECTOR SPDR TRSOLE | COM | 32.43K | SH | $8.21M 4.54% | 0.00 | 0.00 | 32.43K |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 217.37K | SH | $6.74M 3.73% | 0.00 | 0.00 | 217.37K |
FASTENAL COSOLE | COM | 159.08K | SH | $6.68M 3.70% | 0.00 | 0.00 | 159.08K |
GENPACT LIMITEDSOLE | COM | 146.75K | SH | $6.46M 3.57% | 0.00 | 0.00 | 146.75K |
SPDR S&P 500 ETF TRSOLE | COM | 9.52K | SH | $5.88M 3.25% | 0.00 | 0.00 | 9.52K |
TRUIST FINL CORPSOLE | COM | 124.82K | SH | $5.37M 2.97% | 0.00 | 0.00 | 124.82K |
QUALCOMM INCSOLE | COM | 32.92K | SH | $5.24M 2.90% | 0.00 | 0.00 | 32.92K |
CISCO SYS INCSOLE | COM | 72.69K | SH | $5.04M 2.79% | 0.00 | 0.00 | 72.69K |
LOWES COS INCSOLE | COM | 21.96K | SH | $4.87M 2.70% | 0.00 | 0.00 | 21.96K |
LINCOLN NATL CORP INDSOLE | COM | 139.56K | SH | $4.83M 2.67% | 0.00 | 0.00 | 139.56K |
JPMORGAN CHASE & CO.SOLE | COM | 13.83K | SH | $4.01M 2.22% | 0.00 | 0.00 | 13.83K |
ABBVIE INCSOLE | COM | 20.94K | SH | $3.89M 2.15% | 0.00 | 0.00 | 20.94K |
ESSEX PPTY TR INCSOLE | COM | 12.74K | SH | $3.61M 2.00% | 0.00 | 0.00 | 12.74K |
ILLINOIS TOOL WKS INCSOLE | COM | 14.51K | SH | $3.59M 1.98% | 0.00 | 0.00 | 14.51K |
APPLE INCSOLE | COM | 16.98K | SH | $3.48M 1.93% | 0.00 | 0.00 | 16.98K |
ABBOTT LABSSOLE | COM | 24.25K | SH | $3.30M 1.82% | 0.00 | 0.00 | 24.25K |
AMERICAN TOWER CORP NEWSOLE | COM | 14.73K | SH | $3.26M 1.80% | 0.00 | 0.00 | 14.73K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | COM | 14.36K | SH | $3.25M 1.80% | 0.00 | 0.00 | 14.36K |
CATERPILLAR INCSOLE | COM | 7.88K | SH | $3.06M 1.69% | 0.00 | 0.00 | 7.88K |
DIGITAL RLTY TR INCSOLE | COM | 16.23K | SH | $2.83M 1.57% | 0.00 | 0.00 | 16.23K |
EMERSON ELEC COSOLE | COM | 20.18K | SH | $2.69M 1.49% | 0.00 | 0.00 | 20.18K |
US BANCORP DELSOLE | COM | 58.01K | SH | $2.62M 1.45% | 0.00 | 0.00 | 58.01K |
NOVO-NORDISK A SSOLE | COM | 37.67K | SH | $2.60M 1.44% | 0.00 | 0.00 | 37.67K |
AMERIPRISE FINL INCSOLE | COM | 4.70K | SH | $2.51M 1.39% | 0.00 | 0.00 | 4.70K |
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