LOUDON INVESTMENT MANAGEMENT, LLC

PrivateCIK: 1597089
Location

WEST LEBANON, NH

95
Positions
$185.79M
Total AUM (reported)
1.94M
Total Shares

Allocation by class

TOTAL AUM$185.79M95 positions
COM$185.79M100.0%

Portfolio Concentration

Top 314.4%4–1021.6%11–2531.2%Rest32.8%TOP 1036.0%0%100%
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

SOLE
COM
Shares27.50K
TypeSH
Market value$10.18M
5.48%
Sole
0.00
Shared
0.00
None
27.50K

SELECT SECTOR SPDR TR

SOLE
COM
Shares62.43K
TypeSH
Market value$8.30M
4.47%
Sole
0.00
Shared
0.00
None
62.43K

ENTERPRISE PRODS PARTNERS L

SOLE
COM
Shares217.91K
TypeSH
Market value$8.25M
4.44%
Sole
0.00
Shared
0.00
None
217.91K

FASTENAL CO

SOLE
COM
Shares157.91K
TypeSH
Market value$7.33M
3.94%
Sole
0.00
Shared
0.00
None
157.91K

STATE STR SPDR S&P 500 ETF T

SOLE
COM
Shares9.28K
TypeSH
Market value$6.04M
3.25%
Sole
0.00
Shared
0.00
None
9.28K

CISCO SYS INC

SOLE
COM
Shares71.77K
TypeSH
Market value$5.57M
3.00%
Sole
0.00
Shared
0.00
None
71.77K

TRUIST FINL CORP

SOLE
COM
Shares119.07K
TypeSH
Market value$5.47M
2.95%
Sole
0.00
Shared
0.00
None
119.07K

GENPACT LIMITED

SOLE
COM
Shares145.26K
TypeSH
Market value$5.41M
2.91%
Sole
0.00
Shared
0.00
None
145.26K

CATERPILLAR INC

SOLE
COM
Shares7.44K
TypeSH
Market value$5.27M
2.84%
Sole
0.00
Shared
0.00
None
7.44K

REALTY INCOME CORP

SOLE
COM
Shares83.85K
TypeSH
Market value$5.13M
2.76%
Sole
0.00
Shared
0.00
None
83.85K

LOWES COS INC

SOLE
COM
Shares21.37K
TypeSH
Market value$5.05M
2.72%
Sole
0.00
Shared
0.00
None
21.37K

LINCOLN NATL CORP IND

SOLE
COM
Shares135.49K
TypeSH
Market value$4.81M
2.59%
Sole
0.00
Shared
0.00
None
135.49K

T-MOBILE US INC

SOLE
COM
Shares22.75K
TypeSH
Market value$4.78M
2.57%
Sole
0.00
Shared
0.00
None
22.75K

ABBVIE INC

SOLE
COM
Shares20.23K
TypeSH
Market value$4.40M
2.37%
Sole
0.00
Shared
0.00
None
20.23K

APPLE INC

SOLE
COM
Shares16.52K
TypeSH
Market value$4.19M
2.26%
Sole
0.00
Shared
0.00
None
16.52K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
COM
Shares12.30K
TypeSH
Market value$4.16M
2.24%
Sole
0.00
Shared
0.00
None
12.30K

NEXTERA ENERGY INC

SOLE
COM
Shares44.11K
TypeSH
Market value$4.10M
2.21%
Sole
0.00
Shared
0.00
None
44.11K

QUALCOMM INC

SOLE
COM
Shares31.51K
TypeSH
Market value$4.06M
2.18%
Sole
0.00
Shared
0.00
None
31.51K

CUMMINS INC

SOLE
COM
Shares7.18K
TypeSH
Market value$3.86M
2.08%
Sole
0.00
Shared
0.00
None
7.18K

JPMORGAN CHASE & CO

SOLE
COM
Shares13.05K
TypeSH
Market value$3.84M
2.07%
Sole
0.00
Shared
0.00
None
13.05K

ILLINOIS TOOL WKS INC

SOLE
COM
Shares13.68K
TypeSH
Market value$3.56M
1.92%
Sole
0.00
Shared
0.00
None
13.68K

US BANCORP

SOLE
COM
Shares58.84K
TypeSH
Market value$3.06M
1.65%
Sole
0.00
Shared
0.00
None
58.84K

DIGITAL RLTY TR INC

SOLE
COM
Shares15.30K
TypeSH
Market value$2.76M
1.48%
Sole
0.00
Shared
0.00
None
15.30K

AMERICAN TOWER CORP

SOLE
COM
Shares15.32K
TypeSH
Market value$2.64M
1.42%
Sole
0.00
Shared
0.00
None
15.32K

EMERSON ELEC CO

SOLE
COM
Shares20.18K
TypeSH
Market value$2.64M
1.42%
Sole
0.00
Shared
0.00
None
20.18K
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