Filed: 5/11/2026ACC: 0001597089-26-000006
📋 What this filing means
LOUDON INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 95 equity positions with a total reported market value of $185.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
95
Positions
$185.79M
Total AUM (reported)
1.94M
Total Shares
Allocation by class
COM$185.79M100.0%
Portfolio Concentration
Top 3$26.72M14.4%
4–10$40.22M21.6%
11–25$57.91M31.2%
Rest$60.94M32.8%
Top 3 weight
14.4%
Top 10 weight
36.0%
Voting Authority Distribution
Total shares with voting rights: 1.94M
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
1.94M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole95
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings95
Rows:
MICROSOFT CORP
SOLEShares27.50K
TypeSH
Market value$10.18M
5.48%
Sole
0.00
Shared
0.00
None
27.50K
SELECT SECTOR SPDR TR
SOLEShares62.43K
TypeSH
Market value$8.30M
4.47%
Sole
0.00
Shared
0.00
None
62.43K
ENTERPRISE PRODS PARTNERS L
SOLEShares217.91K
TypeSH
Market value$8.25M
4.44%
Sole
0.00
Shared
0.00
None
217.91K
FASTENAL CO
SOLEShares157.91K
TypeSH
Market value$7.33M
3.94%
Sole
0.00
Shared
0.00
None
157.91K
STATE STR SPDR S&P 500 ETF T
SOLEShares9.28K
TypeSH
Market value$6.04M
3.25%
Sole
0.00
Shared
0.00
None
9.28K
CISCO SYS INC
SOLEShares71.77K
TypeSH
Market value$5.57M
3.00%
Sole
0.00
Shared
0.00
None
71.77K
TRUIST FINL CORP
SOLEShares119.07K
TypeSH
Market value$5.47M
2.95%
Sole
0.00
Shared
0.00
None
119.07K
GENPACT LIMITED
SOLEShares145.26K
TypeSH
Market value$5.41M
2.91%
Sole
0.00
Shared
0.00
None
145.26K
CATERPILLAR INC
SOLEShares7.44K
TypeSH
Market value$5.27M
2.84%
Sole
0.00
Shared
0.00
None
7.44K
REALTY INCOME CORP
SOLEShares83.85K
TypeSH
Market value$5.13M
2.76%
Sole
0.00
Shared
0.00
None
83.85K
LOWES COS INC
SOLEShares21.37K
TypeSH
Market value$5.05M
2.72%
Sole
0.00
Shared
0.00
None
21.37K
LINCOLN NATL CORP IND
SOLEShares135.49K
TypeSH
Market value$4.81M
2.59%
Sole
0.00
Shared
0.00
None
135.49K
T-MOBILE US INC
SOLEShares22.75K
TypeSH
Market value$4.78M
2.57%
Sole
0.00
Shared
0.00
None
22.75K
ABBVIE INC
SOLEShares20.23K
TypeSH
Market value$4.40M
2.37%
Sole
0.00
Shared
0.00
None
20.23K
APPLE INC
SOLEShares16.52K
TypeSH
Market value$4.19M
2.26%
Sole
0.00
Shared
0.00
None
16.52K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares12.30K
TypeSH
Market value$4.16M
2.24%
Sole
0.00
Shared
0.00
None
12.30K
NEXTERA ENERGY INC
SOLEShares44.11K
TypeSH
Market value$4.10M
2.21%
Sole
0.00
Shared
0.00
None
44.11K
QUALCOMM INC
SOLEShares31.51K
TypeSH
Market value$4.06M
2.18%
Sole
0.00
Shared
0.00
None
31.51K
CUMMINS INC
SOLEShares7.18K
TypeSH
Market value$3.86M
2.08%
Sole
0.00
Shared
0.00
None
7.18K
JPMORGAN CHASE & CO
SOLEShares13.05K
TypeSH
Market value$3.84M
2.07%
Sole
0.00
Shared
0.00
None
13.05K
ILLINOIS TOOL WKS INC
SOLEShares13.68K
TypeSH
Market value$3.56M
1.92%
Sole
0.00
Shared
0.00
None
13.68K
US BANCORP
SOLEShares58.84K
TypeSH
Market value$3.06M
1.65%
Sole
0.00
Shared
0.00
None
58.84K
DIGITAL RLTY TR INC
SOLEShares15.30K
TypeSH
Market value$2.76M
1.48%
Sole
0.00
Shared
0.00
None
15.30K
AMERICAN TOWER CORP
SOLEShares15.32K
TypeSH
Market value$2.64M
1.42%
Sole
0.00
Shared
0.00
None
15.32K
EMERSON ELEC CO
SOLEShares20.18K
TypeSH
Market value$2.64M
1.42%
Sole
0.00
Shared
0.00
None
20.18K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 27.50K | SH | $10.18M 5.48% | 0.00 | 0.00 | 27.50K |
SELECT SECTOR SPDR TRSOLE | COM | 62.43K | SH | $8.30M 4.47% | 0.00 | 0.00 | 62.43K |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 217.91K | SH | $8.25M 4.44% | 0.00 | 0.00 | 217.91K |
FASTENAL COSOLE | COM | 157.91K | SH | $7.33M 3.94% | 0.00 | 0.00 | 157.91K |
STATE STR SPDR S&P 500 ETF TSOLE | COM | 9.28K | SH | $6.04M 3.25% | 0.00 | 0.00 | 9.28K |
CISCO SYS INCSOLE | COM | 71.77K | SH | $5.57M 3.00% | 0.00 | 0.00 | 71.77K |
TRUIST FINL CORPSOLE | COM | 119.07K | SH | $5.47M 2.95% | 0.00 | 0.00 | 119.07K |
GENPACT LIMITEDSOLE | COM | 145.26K | SH | $5.41M 2.91% | 0.00 | 0.00 | 145.26K |
CATERPILLAR INCSOLE | COM | 7.44K | SH | $5.27M 2.84% | 0.00 | 0.00 | 7.44K |
REALTY INCOME CORPSOLE | COM | 83.85K | SH | $5.13M 2.76% | 0.00 | 0.00 | 83.85K |
LOWES COS INCSOLE | COM | 21.37K | SH | $5.05M 2.72% | 0.00 | 0.00 | 21.37K |
LINCOLN NATL CORP INDSOLE | COM | 135.49K | SH | $4.81M 2.59% | 0.00 | 0.00 | 135.49K |
T-MOBILE US INCSOLE | COM | 22.75K | SH | $4.78M 2.57% | 0.00 | 0.00 | 22.75K |
ABBVIE INCSOLE | COM | 20.23K | SH | $4.40M 2.37% | 0.00 | 0.00 | 20.23K |
APPLE INCSOLE | COM | 16.52K | SH | $4.19M 2.26% | 0.00 | 0.00 | 16.52K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | COM | 12.30K | SH | $4.16M 2.24% | 0.00 | 0.00 | 12.30K |
NEXTERA ENERGY INCSOLE | COM | 44.11K | SH | $4.10M 2.21% | 0.00 | 0.00 | 44.11K |
QUALCOMM INCSOLE | COM | 31.51K | SH | $4.06M 2.18% | 0.00 | 0.00 | 31.51K |
CUMMINS INCSOLE | COM | 7.18K | SH | $3.86M 2.08% | 0.00 | 0.00 | 7.18K |
JPMORGAN CHASE & COSOLE | COM | 13.05K | SH | $3.84M 2.07% | 0.00 | 0.00 | 13.05K |
ILLINOIS TOOL WKS INCSOLE | COM | 13.68K | SH | $3.56M 1.92% | 0.00 | 0.00 | 13.68K |
US BANCORPSOLE | COM | 58.84K | SH | $3.06M 1.65% | 0.00 | 0.00 | 58.84K |
DIGITAL RLTY TR INCSOLE | COM | 15.30K | SH | $2.76M 1.48% | 0.00 | 0.00 | 15.30K |
AMERICAN TOWER CORPSOLE | COM | 15.32K | SH | $2.64M 1.42% | 0.00 | 0.00 | 15.32K |
EMERSON ELEC COSOLE | COM | 20.18K | SH | $2.64M 1.42% | 0.00 | 0.00 | 20.18K |
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