Filed: 11/14/2025ACC: 0001597089-25-000014
📋 What this filing means
LOUDON INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $190.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
94
Positions
$190.95M
Total AUM (reported)
1.92M
Total Shares
Allocation by class
COM$190.95M100.0%
Portfolio Concentration
Top 3$31.34M16.4%
4–10$41.26M21.6%
11–25$56.71M29.7%
Rest$61.64M32.3%
Top 3 weight
16.4%
Top 10 weight
38.0%
Voting Authority Distribution
Total shares with voting rights: 1.92M
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
1.92M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole94
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings94
Rows:
MICROSOFT CORP
SOLEShares27.04K
TypeSH
Market value$14.00M
7.33%
Sole
0.00
Shared
0.00
None
27.04K
SELECT SECTOR SPDR TR
SOLEShares33.92K
TypeSH
Market value$9.56M
5.01%
Sole
0.00
Shared
0.00
None
33.92K
FASTENAL CO
SOLEShares158.63K
TypeSH
Market value$7.78M
4.07%
Sole
0.00
Shared
0.00
None
158.63K
ENTERPRISE PRODS PARTNERS L
SOLEShares217.37K
TypeSH
Market value$6.80M
3.56%
Sole
0.00
Shared
0.00
None
217.37K
SPDR S&P 500 ETF TR
SOLEShares9.47K
TypeSH
Market value$6.31M
3.30%
Sole
0.00
Shared
0.00
None
9.47K
GENPACT LIMITED
SOLEShares144.88K
TypeSH
Market value$6.07M
3.18%
Sole
0.00
Shared
0.00
None
144.88K
LINCOLN NATL CORP IND
SOLEShares139.56K
TypeSH
Market value$5.63M
2.95%
Sole
0.00
Shared
0.00
None
139.56K
TRUIST FINL CORP
SOLEShares120.77K
TypeSH
Market value$5.52M
2.89%
Sole
0.00
Shared
0.00
None
120.77K
QUALCOMM INC
SOLEShares32.92K
TypeSH
Market value$5.48M
2.87%
Sole
0.00
Shared
0.00
None
32.92K
LOWES COS INC
SOLEShares21.71K
TypeSH
Market value$5.46M
2.86%
Sole
0.00
Shared
0.00
None
21.71K
T-MOBILE US INC
SOLEShares20.75K
TypeSH
Market value$4.97M
2.60%
Sole
0.00
Shared
0.00
None
20.75K
CISCO SYS INC
SOLEShares72.57K
TypeSH
Market value$4.97M
2.60%
Sole
0.00
Shared
0.00
None
72.57K
ABBVIE INC
SOLEShares20.80K
TypeSH
Market value$4.82M
2.52%
Sole
0.00
Shared
0.00
None
20.80K
JPMORGAN CHASE & CO.
SOLEShares13.76K
TypeSH
Market value$4.34M
2.27%
Sole
0.00
Shared
0.00
None
13.76K
APPLE INC
SOLEShares16.97K
TypeSH
Market value$4.32M
2.26%
Sole
0.00
Shared
0.00
None
16.97K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares14.49K
TypeSH
Market value$4.05M
2.12%
Sole
0.00
Shared
0.00
None
14.49K
ILLINOIS TOOL WKS INC
SOLEShares14.43K
TypeSH
Market value$3.76M
1.97%
Sole
0.00
Shared
0.00
None
14.43K
CATERPILLAR INC
SOLEShares7.87K
TypeSH
Market value$3.75M
1.97%
Sole
0.00
Shared
0.00
None
7.87K
ABBOTT LABS
SOLEShares25.44K
TypeSH
Market value$3.41M
1.78%
Sole
0.00
Shared
0.00
None
25.44K
NEXTERA ENERGY INC
SOLEShares42.20K
TypeSH
Market value$3.19M
1.67%
Sole
0.00
Shared
0.00
None
42.20K
CUMMINS INC
SOLEShares7.53K
TypeSH
Market value$3.18M
1.66%
Sole
0.00
Shared
0.00
None
7.53K
ESSEX PPTY TR INC
SOLEShares11.78K
TypeSH
Market value$3.15M
1.65%
Sole
0.00
Shared
0.00
None
11.78K
NOVO-NORDISK A S
SOLEShares55.38K
TypeSH
Market value$3.07M
1.61%
Sole
0.00
Shared
0.00
None
55.38K
AMERICAN TOWER CORP NEW
SOLEShares15.27K
TypeSH
Market value$2.94M
1.54%
Sole
0.00
Shared
0.00
None
15.27K
DIGITAL RLTY TR INC
SOLEShares16.23K
TypeSH
Market value$2.81M
1.47%
Sole
0.00
Shared
0.00
None
16.23K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 27.04K | SH | $14.00M 7.33% | 0.00 | 0.00 | 27.04K |
SELECT SECTOR SPDR TRSOLE | COM | 33.92K | SH | $9.56M 5.01% | 0.00 | 0.00 | 33.92K |
FASTENAL COSOLE | COM | 158.63K | SH | $7.78M 4.07% | 0.00 | 0.00 | 158.63K |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 217.37K | SH | $6.80M 3.56% | 0.00 | 0.00 | 217.37K |
SPDR S&P 500 ETF TRSOLE | COM | 9.47K | SH | $6.31M 3.30% | 0.00 | 0.00 | 9.47K |
GENPACT LIMITEDSOLE | COM | 144.88K | SH | $6.07M 3.18% | 0.00 | 0.00 | 144.88K |
LINCOLN NATL CORP INDSOLE | COM | 139.56K | SH | $5.63M 2.95% | 0.00 | 0.00 | 139.56K |
TRUIST FINL CORPSOLE | COM | 120.77K | SH | $5.52M 2.89% | 0.00 | 0.00 | 120.77K |
QUALCOMM INCSOLE | COM | 32.92K | SH | $5.48M 2.87% | 0.00 | 0.00 | 32.92K |
LOWES COS INCSOLE | COM | 21.71K | SH | $5.46M 2.86% | 0.00 | 0.00 | 21.71K |
T-MOBILE US INCSOLE | COM | 20.75K | SH | $4.97M 2.60% | 0.00 | 0.00 | 20.75K |
CISCO SYS INCSOLE | COM | 72.57K | SH | $4.97M 2.60% | 0.00 | 0.00 | 72.57K |
ABBVIE INCSOLE | COM | 20.80K | SH | $4.82M 2.52% | 0.00 | 0.00 | 20.80K |
JPMORGAN CHASE & CO.SOLE | COM | 13.76K | SH | $4.34M 2.27% | 0.00 | 0.00 | 13.76K |
APPLE INCSOLE | COM | 16.97K | SH | $4.32M 2.26% | 0.00 | 0.00 | 16.97K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | COM | 14.49K | SH | $4.05M 2.12% | 0.00 | 0.00 | 14.49K |
ILLINOIS TOOL WKS INCSOLE | COM | 14.43K | SH | $3.76M 1.97% | 0.00 | 0.00 | 14.43K |
CATERPILLAR INCSOLE | COM | 7.87K | SH | $3.75M 1.97% | 0.00 | 0.00 | 7.87K |
ABBOTT LABSSOLE | COM | 25.44K | SH | $3.41M 1.78% | 0.00 | 0.00 | 25.44K |
NEXTERA ENERGY INCSOLE | COM | 42.20K | SH | $3.19M 1.67% | 0.00 | 0.00 | 42.20K |
CUMMINS INCSOLE | COM | 7.53K | SH | $3.18M 1.66% | 0.00 | 0.00 | 7.53K |
ESSEX PPTY TR INCSOLE | COM | 11.78K | SH | $3.15M 1.65% | 0.00 | 0.00 | 11.78K |
NOVO-NORDISK A SSOLE | COM | 55.38K | SH | $3.07M 1.61% | 0.00 | 0.00 | 55.38K |
AMERICAN TOWER CORP NEWSOLE | COM | 15.27K | SH | $2.94M 1.54% | 0.00 | 0.00 | 15.27K |
DIGITAL RLTY TR INCSOLE | COM | 16.23K | SH | $2.81M 1.47% | 0.00 | 0.00 | 16.23K |
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