Loudon Investment Management, LLC Top Holdings and 13F Report (2024) About Loudon Investment Management, LLCInvestment ActivityLoudon Investment Management, LLC has $182.48 million in total holdings as of September 30, 2024.Loudon Investment Management, LLC owns shares of 97 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 2.07% of the portfolio was purchased this quarter.About 2.26% of the portfolio was sold this quarter.This quarter, Loudon Investment Management, LLC has purchased 98 new stocks and bought additional shares in 22 stocks.Loudon Investment Management, LLC sold shares of 32 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $11,844,438Technology Select Sector SPDR Fund $7,192,262QUALCOMM $6,869,510Enterprise Products Partners $6,116,477Lowe's Companies $6,031,017 Largest New Holdings this Quarter Molson Coors Beverage $442,904 HoldingInvesco S&P 500 Equal Weight ETF $230,221 HoldingSchlumberger $202,828 Holding Largest Purchases this Quarter Pfizer 17,800 shares (about $515.13K)Genpact 12,490 shares (about $489.73K)Molson Coors Beverage 7,700 shares (about $442.90K)Target 2,040 shares (about $317.95K)Air Products and Chemicals 982 shares (about $292.38K) Largest Sales this Quarter Polaris 2,535 shares (about $211.01K)AbbVie 930 shares (about $183.66K)Whirlpool 1,011 shares (about $108.18K)Caterpillar 255 shares (about $99.74K)United Parcel Service 700 shares (about $95.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLoudon Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$11,844,438$62,824 ▼-0.5%27,5266.5%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$7,192,262$25,962 ▲0.4%31,8583.9%ETFQCOMQUALCOMM$6,869,510$37,581 ▼-0.5%40,3973.8%Computer and TechnologyEPDEnterprise Products Partners$6,116,477$44,393 ▼-0.7%210,1163.4%Oils/EnergyLOWLowe's Companies$6,031,017$18,960 ▼-0.3%22,2673.3%Retail/WholesaleFASTFastenal$5,811,1600.0%81,3663.2%Retail/WholesaleGGenpact$5,545,274$489,733 ▲9.7%141,4253.0%Business ServicesTFCTruist Financial$5,278,973$94,094 ▼-1.8%123,4272.9%FinanceSPYSPDR S&P 500 ETF Trust$5,225,232$128,522 ▲2.5%9,1072.9%FinanceSWKStanley Black & Decker$5,211,902$5,506 ▼-0.1%47,3252.9%Industrial ProductsTGTTarget$4,756,691$317,954 ▲7.2%30,5192.6%Retail/WholesaleITWIllinois Tool Works$4,646,763$62,897 ▲1.4%17,7312.5%Industrial ProductsESSEssex Property Trust$4,579,6010.0%15,5022.5%FinanceAMGNAmgen$4,431,032$69,275 ▼-1.5%13,7522.4%MedicalCMCSAComcast$4,362,459$167,080 ▲4.0%104,4402.4%Consumer DiscretionaryABBVAbbVie$4,352,262$183,656 ▼-4.0%22,0392.4%MedicalLNCLincoln National$4,041,914$253,340 ▲6.7%128,2742.2%FinanceAAPLApple$4,022,978$15,145 ▼-0.4%17,2662.2%Computer and TechnologyCSCOCisco Systems$3,992,831$44,971 ▼-1.1%75,0252.2%Computer and TechnologyJPMJPMorgan Chase & Co.$3,421,836$15,814 ▼-0.5%16,2281.9%FinanceCATCaterpillar$3,192,713$99,736 ▼-3.0%8,1631.7%Industrial ProductsAMPAmeriprise Financial$2,920,809$25,840 ▼-0.9%6,2171.6%FinanceDLRDigital Realty Trust$2,755,965$3,237 ▼-0.1%17,0301.5%FinanceAMTAmerican Tower$2,740,2540.0%11,7831.5%FinanceUSBU.S. Bancorp$2,730,904$10,747 ▼-0.4%59,7181.5%FinanceTSMTaiwan Semiconductor Manufacturing$2,503,800$26,572 ▼-1.1%14,4171.4%Computer and TechnologyCMICummins$2,378,561$8,419 ▼-0.4%7,3461.3%Auto/Tires/TrucksEMREmerson Electric$2,207,0870.0%20,1801.2%Industrial ProductsVZVerizon Communications$2,167,940$35,928 ▼-1.6%48,2731.2%Computer and TechnologyADMArcher-Daniels-Midland$2,071,0070.0%34,6671.1%Consumer StaplesPNRPentair$1,993,1560.0%20,3821.1%Business ServicesPIIPolaris$1,949,231$211,013 ▼-9.8%23,4171.1%Auto/Tires/TrucksDEDeere & Company$1,723,9900.0%4,1310.9%Industrial ProductsAFLAflac$1,667,050$75,465 ▼-4.3%14,9110.9%FinanceUPSUnited Parcel Service$1,664,030$95,438 ▼-5.4%12,2050.9%TransportationAPDAir Products and Chemicals$1,625,363$292,381 ▲21.9%5,4590.9%Basic MaterialsMRKMerck & Co., Inc.$1,528,2900.0%13,4580.8%MedicalCCICrown Castle$1,515,1420.0%12,7720.8%FinancePEPPepsiCo$1,486,917$125,837 ▲9.2%8,7440.8%Consumer StaplesGBCIGlacier Bancorp$1,436,7620.0%31,4390.8%FinanceLMTLockheed Martin$1,355,5950.0%2,3190.7%AerospaceFRTFederal Realty Investment Trust$1,351,472$80,479 ▼-5.6%11,7550.7%FinanceADPAutomatic Data Processing$1,256,6610.0%4,5410.7%Business ServicesGDGeneral Dynamics$984,568$24,176 ▼-2.4%3,2580.5%AerospaceVTIVanguard Total Stock Market ETF$968,974$36,244 ▲3.9%3,4220.5%ETFJNJJohnson & Johnson$964,4190.0%5,9510.5%MedicalORealty Income$943,055$44,394 ▲4.9%14,8700.5%FinanceCLXClorox$933,8000.0%5,7320.5%Consumer StaplesVCSHVanguard Short-Term Corporate Bond ETF$888,789$110,314 ▲14.2%11,1910.5%ETFPFEPfizer$882,236$515,132 ▲140.3%30,4850.5%MedicalPSAPublic Storage$873,2880.0%2,4000.5%FinanceBSVVanguard Short-Term Bond ETF$811,294$94,743 ▲13.2%10,3100.4%ETFENBEnbridge$782,189$36,549 ▲4.9%19,2610.4%Oils/EnergyTUTELUS$756,5100.0%45,0840.4%UtilitiesBKBank of New York Mellon$726,648$10,779 ▼-1.5%10,1120.4%FinanceSCHDSchwab US Dividend Equity ETF$715,293$68,385 ▲10.6%8,4620.4%ETFVNQVanguard Real Estate ETF$710,6790.0%7,2950.4%ETFXLCCommunication Services Select Sector SPDR Fund$707,8320.0%7,8300.4%ETFABTAbbott Laboratories$687,1380.0%6,0270.4%MedicalMDTMedtronic$685,218$23,138 ▼-3.3%7,6110.4%MedicalEXRExtra Space Storage$682,9200.0%3,7900.4%FinanceFLOTiShares Floating Rate Bond ETF$670,2570.0%13,1320.4%ETFTTDTrade Desk$625,0050.0%5,7000.3%Computer and TechnologyWTRGEssential Utilities$596,4080.0%15,4630.3%UtilitiesSYYSysco$581,1570.0%7,4450.3%Consumer StaplesVLOValero Energy$569,6920.0%4,2190.3%Oils/EnergyMOAltria Group$567,433$85,495 ▼-13.1%11,1170.3%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$539,770$45,848 ▲9.3%4,6150.3%ETFBLKBlackRock$474,7550.0%5000.3%FinanceXOMExxon Mobil$458,6820.0%3,9130.3%Oils/EnergyECLEcolab$456,0190.0%1,7860.2%Basic MaterialsACWXiShares MSCI ACWI ex U.S. ETF$454,441$16,079 ▲3.7%7,9420.2%ManufacturingINTCIntel$452,356$69,676 ▼-13.3%19,2820.2%Computer and TechnologyTAPMolson Coors Beverage$442,904$442,904 ▲New Holding7,7000.2%Consumer StaplesSDYSPDR S&P Dividend ETF$427,540$2,841 ▲0.7%3,0100.2%ETFPGProcter & Gamble$406,500$6,928 ▼-1.7%2,3470.2%Consumer StaplesNOBLProShares S&P 500 Aristocrats ETF$376,863$12,811 ▼-3.3%3,5300.2%ETFPMPhilip Morris International$373,3050.0%3,0750.2%Consumer StaplesWHRWhirlpool$355,347$108,177 ▼-23.3%3,3210.2%Consumer DiscretionaryXLFFinancial Select Sector SPDR Fund$350,7770.0%7,7400.2%ETFCTSHCognizant Technology Solutions$330,4850.0%4,2820.2%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$324,732$4,591 ▲1.4%3,5370.2%ETFQQQInvesco QQQ$323,102$5,857 ▲1.8%6620.2%FinancePAYXPaychex$315,3470.0%2,3500.2%Business ServicesCLColgate-Palmolive$310,0800.0%2,9870.2%Consumer StaplesBAXBaxter International$305,772$92,799 ▼-23.3%8,0530.2%MedicalAOSA. O. Smith$305,0630.0%3,3960.2%Industrial ProductsFDXFedEx$288,7320.0%1,0550.2%TransportationNEENextEra Energy$279,2030.0%3,3030.2%UtilitiesPPGPPG Industries$274,8550.0%2,0750.2%Basic MaterialsBIVVanguard Intermediate-Term Bond ETF$270,690$61,050 ▲29.1%3,4540.1%ETFRSPInvesco S&P 500 Equal Weight ETF$230,221$230,221 ▲New Holding1,2850.1%ETFCOPConocoPhillips$229,510$1,053 ▼-0.5%2,1800.1%Oils/EnergyNVDANVIDIA$225,8780.0%1,8600.1%Computer and TechnologyVRTXVertex Pharmaceuticals$225,5640.0%4850.1%MedicalSLBSchlumberger$202,828$202,828 ▲New Holding4,8350.1%Oils/EnergyPSXPhillips 66$200,7240.0%1,5270.1%Oils/EnergyCVSCVS Health$0$1,491,737 ▼-100.0%00.0%Retail/WholesaleIFFInternational Flavors & Fragrances$0$470,052 ▼-100.0%00.0%Basic MaterialsCRWDCrowdStrike$0$258,653 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. 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