Loudon Investment Management, LLC Portfolio Holdings

Loudon Investment Management, LLC

  • $182 Million
  • Q3 2024

Loudon Investment Management, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $182 Million distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11.8M, Technology Sector Spdr with a value of $7.19M, Qualcomm Inc with a value of $6.87M, Enterprise Products Partners L.P. with a value of $6.12M, and Lowes Companies Inc with a value of $6.03M.

Examining the 13F form we can see an increase of $12.1M in the current position value, from $170M to 182M.

Loudon Investment Management, LLC is based out at Meriden, NH

Below you can find more details about Loudon Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $182 Million
Technology: $36.4 Million
Industrials: $33.3 Million
Financial Services: $22.7 Million
ETFs: $21.2 Million
Real Estate: $15.1 Million
Healthcare: $14.1 Million
Consumer Defensive: $11.9 Million
Energy: $8.56 Million
Other: $18.8 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.19 Million 3.95% of portfolio
31,858
Q3 2024 Added 0.36%
$0
$5.23 Million 2.87% of portfolio
9,107
Q3 2024 Added 2.52%
$0
$968,000 0.53% of portfolio
3,422
Q3 2024 Added 3.89%
$0
$888,000 0.49% of portfolio
11,191
Q3 2024 Added 14.17%
$0
$811,000 0.45% of portfolio
10,310
Q3 2024 Added 13.22%
$0
$715,000 0.39% of portfolio
8,462
Q3 2024 Added 10.57%
$0
$707,000 0.39% of portfolio
7,830
Q4 2023 Reduced 23.31%
$0
$710,000 0.39% of portfolio
7,295
Q4 2023 Reduced 10.87%
$0
$670,000 0.37% of portfolio
13,132
Q2 2024 Added 9.55%
$0
$539,000 0.3% of portfolio
4,615
Q3 2024 Added 9.28%
$0
$454,000 0.25% of portfolio
7,942
Q3 2024 Added 3.67%
$0
$427,000 0.23% of portfolio
3,010
Q3 2024 Added 0.67%
$0
$376,000 0.21% of portfolio
3,530
Q3 2024 Reduced 3.29%
$0
$350,000 0.19% of portfolio
7,740
Q4 2023 Reduced 25.38%
$0
$324,000 0.18% of portfolio
3,537
Q3 2024 Added 1.43%
$0
$323,000 0.18% of portfolio
662
Q3 2024 Added 1.85%
$0
$230,000 0.13% of portfolio
1,285
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $182 Million
  • Prior Value $170 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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