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Size ($ in 1000's)
At 12/31/2023: $162,367
At 09/30/2023: $145,229
Loudon Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Loudon Investment Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Loudon Investment Management LLC top holdings by largest position size, as per the latest 13f filing made by Loudon Investment Management LLC.
In the Loudon Investment Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Loudon Investment Management LLC in that top holding, then the share count change between reporting periods, and finally the Loudon Investment Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
28,862 |
-443 |
$10,853 | | MSFT | 28,862 | -443 | $10,853 | | SELECT SECTOR SPDR TR (XLK) |
31,753 |
-140 |
$6,112 | | XLK | 31,753 | -140 | $6,112 | | QUALCOMM INC |
41,233 |
-152 |
$5,964 | | QCOM | 41,233 | -152 | $5,964 | | ENTERPRISE PRODS PARTNERS L |
211,641 |
-885 |
$5,577 | | EPD | 211,641 | -885 | $5,577 | | FASTENAL CO |
82,871 |
-1,205 |
$5,368 | | FAST | 82,871 | -1,205 | $5,368 | | TRUIST FINL CORP |
136,193 |
+4,795 |
$5,028 | | TFC | 136,193 | +4,795 | $5,028 | | LOWES COS INC |
22,387 |
+342 |
$4,982 | | LOW | 22,387 | +342 | $4,982 | | STANLEY BLACK & DECKER INC |
49,127 |
+71 |
$4,819 | | SWK | 49,127 | +71 | $4,819 | | ILLINOIS TOOL WKS INC |
17,591 |
-307 |
$4,608 | | ITW | 17,591 | -307 | $4,608 | | COMCAST CORP NEW |
97,460 |
-2,960 |
$4,274 | | CMCSA | 97,460 | -2,960 | $4,274 | | SPDR S&P 500 ETF TR (SPY) |
8,615 |
+130 |
$4,095 | | SPY | 8,615 | +130 | $4,095 | | AMGEN INC |
13,992 |
-150 |
$4,030 | | AMGN | 13,992 | -150 | $4,030 | | CISCO SYS INC |
78,830 |
-379 |
$3,982 | | CSCO | 78,830 | -379 | $3,982 | | ESSEX PPTY TR INC |
15,817 |
+61 |
$3,922 | | ESS | 15,817 | +61 | $3,922 | | ABBVIE INC |
24,693 |
-758 |
$3,827 | | ABBV | 24,693 | -758 | $3,827 | | APPLE INC |
17,940 |
-136 |
$3,454 | | AAPL | 17,940 | -136 | $3,454 | | TARGET CORP |
22,789 |
+3,040 |
$3,246 | | TGT | 22,789 | +3,040 | $3,246 | | US BANCORP DEL |
69,945 |
+2,975 |
$3,027 | | USB | 69,945 | +2,975 | $3,027 | | INTEL CORP |
57,954 |
-4,294 |
$2,912 | | INTC | 57,954 | -4,294 | $2,912 | | AMERIPRISE FINL INC |
7,627 |
-94 |
$2,897 | | AMP | 7,627 | -94 | $2,897 | | JPMORGAN CHASE & CO |
16,303 |
-68 |
$2,773 | | JPM | 16,303 | -68 | $2,773 | | CATERPILLAR INC |
9,043 |
UNCH |
$2,674 | | CAT | 9,043 | UNCH | $2,674 | | POLARIS INC |
27,497 |
-379 |
$2,606 | | PII | 27,497 | -379 | $2,606 | | ARCHER DANIELS MIDLAND CO |
34,942 |
UNCH |
$2,524 | | ADM | 34,942 | UNCH | $2,524 | | DIGITAL RLTY TR INC |
17,242 |
-685 |
$2,320 | | DLR | 17,242 | -685 | $2,320 | | AMERICAN TOWER CORP NEW |
10,535 |
+7,405 |
$2,274 | | AMT | 10,535 | +7,405 | $2,274 | | EMERSON ELEC CO |
22,770 |
-396 |
$2,216 | | EMR | 22,770 | -396 | $2,216 | | PRICE T ROWE GROUP INC |
19,504 |
-4,800 |
$2,100 | | TROW | 19,504 | -4,800 | $2,100 | | PENTAIR PLC |
26,807 |
-298 |
$1,949 | | PNR | 26,807 | -298 | $1,949 | | VERIZON COMMUNICATIONS INC |
47,273 |
+8,085 |
$1,782 | | VZ | 47,273 | +8,085 | $1,782 | | CVS HEALTH CORP |
22,521 |
+7,753 |
$1,778 | | CVS | 22,521 | +7,753 | $1,778 | | CUMMINS INC |
7,372 |
UNCH |
$1,766 | | CMI | 7,372 | UNCH | $1,766 | | UNITED PARCEL SERVICE INC |
11,205 |
UNCH |
$1,762 | | UPS | 11,205 | UNCH | $1,762 | | DEERE & CO |
4,147 |
UNCH |
$1,658 | | DE | 4,147 | UNCH | $1,658 | | AFLAC INC |
18,951 |
-500 |
$1,563 | | AFL | 18,951 | -500 | $1,563 | | TAIWAN SEMICONDUCTOR MFG LTD |
14,670 |
UNCH |
$1,526 | | TSM | 14,670 | UNCH | $1,526 | | MERCK & CO INC |
13,633 |
-150 |
$1,486 | | MRK | 13,633 | -150 | $1,486 | | PEPSICO INC |
8,004 |
-154 |
$1,359 | | PEP | 8,004 | -154 | $1,359 | | GLACIER BANCORP INC NEW |
31,439 |
UNCH |
$1,299 | | GBCI | 31,439 | UNCH | $1,299 | | AIR PRODS & CHEMS INC |
4,257 |
-150 |
$1,166 | | APD | 4,257 | -150 | $1,166 | | AUTOMATIC DATA PROCESSING IN |
4,540 |
+1 |
$1,058 | | ADP | 4,540 | +1 | $1,058 | | LOCKHEED MARTIN CORP |
2,309 |
UNCH |
$1,047 | | LMT | 2,309 | UNCH | $1,047 | | CROWN CASTLE INC |
9,019 |
+2,040 |
$1,039 | | CCI | 9,019 | +2,040 | $1,039 | | VANGUARD SCOTTSDALE FDS (VCSH) |
12,732 |
-375 |
$985 | | VCSH | 12,732 | -375 | $985 | | LEGGETT & PLATT INC |
36,846 |
-11,184 |
$964 | | LEG | 36,846 | -11,184 | $964 | | JOHNSON & JOHNSON |
6,071 |
UNCH |
$952 | | JNJ | 6,071 | UNCH | $952 | | GENERAL DYNAMICS CORP |
3,338 |
UNCH |
$867 | | GD | 3,338 | UNCH | $867 | | VANGUARD INDEX FDS (VTI) |
3,644 |
+853 |
$864 | | VTI | 3,644 | +853 | $864 | | TELUS CORPORATION |
47,784 |
UNCH |
$850 | | TU | 47,784 | UNCH | $850 | | CLOROX CO DEL |
5,397 |
-400 |
$770 | | CLX | 5,397 | -400 | $770 |
See Full List: All Stocks Held By Loudon Investment Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Loudon Investment Management LLC
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