MondegarAI
Loudon Investment Management, LLC

Q4 2024 · 13F-HR

Loudon Investment Management, LLCholdings as filed

Filed 2025-02-11 · accession 0001597089-25-000002

$175.9M
Reported value
96
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$11.6M6.59%27,491CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$7.4M4.20%31,788CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$6.6M3.75%210,116CommonNONE
747525103QCOMQUALCOMM INC$6.2M3.53%40,369CommonNONE
G3922B107GGENPACT LIMITED$6.2M3.52%144,065CommonNONE
311900104FASTFASTENAL CO$5.8M3.31%81,066CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5.5M3.13%9,393CommonNONE
548661107LOWLOWES COS INC$5.5M3.12%22,267CommonNONE
89832Q109TFCTRUIST FINL CORP$5.3M3.03%122,827CommonNONE
452308109ITWILLINOIS TOOL WKS INC$4.5M2.56%17,731CommonNONE
17275R102CSCOCISCO SYS INC$4.4M2.53%75,025CommonNONE
037833100AAPLAPPLE INC$4.3M2.46%17,266CommonNONE
20030N101CMCSACOMCAST CORP NEW$4.1M2.36%110,553CommonNONE
534187109LNCLINCOLN NATL CORP IND$4.1M2.32%128,549CommonNONE
297178105ESSESSEX PPTY TR INC$4.0M2.26%13,952CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.9M2.20%16,128CommonNONE
00287Y109ABBVABBVIE INC$3.9M2.20%21,739CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$3.8M2.18%47,780CommonNONE
031162100AMGNAMGEN INC$3.6M2.04%13,752CommonNONE
03076C106AMPAMERIPRISE FINL INC$3.2M1.81%5,987CommonNONE
87612E106TGTTARGET CORP$3.0M1.73%22,544CommonNONE
253868103DLRDIGITAL RLTY TR INC$2.9M1.66%16,485CommonNONE
149123101CATCATERPILLAR INC$2.9M1.65%7,988CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.8M1.61%14,357CommonNONE
902973304USBUS BANCORP DEL$2.8M1.59%58,518CommonNONE
231021106CMICUMMINS INC$2.6M1.46%7,346CommonNONE
291011104EMREMERSON ELEC CO$2.5M1.42%20,180CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$2.3M1.33%12,733CommonNONE
G7S00T104PNRPENTAIR PLC$2.1M1.17%20,382CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.0M1.11%48,927CommonNONE
244199105DEDEERE & CO$1.8M1.00%4,131CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$1.7M0.99%34,297CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.6M0.90%5,459CommonNONE
37637Q105GBCIGLACIER BANCORP INC NEW$1.6M0.90%31,439CommonNONE
806857108SLBSCHLUMBERGER LTD$1.6M0.90%41,064CommonNONE
001055102AFLAFLAC INC$1.5M0.88%14,911CommonNONE
713448108PEPPEPSICO INC$1.4M0.80%9,309CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.4M0.80%11,156CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.3M0.76%4,541CommonNONE
58933Y105MRKMERCK & CO INC$1.3M0.75%13,308CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$1.2M0.70%11,070CommonNONE
756109104OREALTY INCOME CORP$1.2M0.67%21,980CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.1M0.63%2,274CommonNONE
922908769VTIVANGUARD INDEX FDS$1.0M0.60%3,622CommonNONE
22822V101CCICROWN CASTLE INC$975,3980.55%10,747CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$960,3810.55%12,311CommonNONE
46429B655FLOTISHARES TR$910,8540.52%17,902CommonNONE
29250N105ENBENBRIDGE INC$889,3750.51%20,961CommonNONE
478160104JNJJOHNSON & JOHNSON$875,0960.50%6,051CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$847,4940.48%31,021CommonNONE
921937827BSVVANGUARD BD INDEX FDS$829,6480.47%10,737CommonNONE
369550108GDGENERAL DYNAMICS CORP$805,7520.46%3,058CommonNONE
717081103PFEPFIZER INC$779,1860.44%29,370CommonNONE
064058100BKBANK NEW YORK MELLON CORP$765,3800.44%9,962CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$758,0220.43%7,830CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$718,6560.41%2,400CommonNONE
002824100ABTABBOTT LABS$681,7140.39%6,027CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO$670,6440.38%11,700CommonNONE
88339J105TTDTHE TRADE DESK INC$669,9210.38%5,700CommonNONE
922908553VNQVANGUARD INDEX FDS$649,8390.37%7,295CommonNONE
87971M103TUTELUS CORPORATION$611,3390.35%45,084CommonNONE
02209S103MOALTRIA GROUP INC$581,3290.33%11,117CommonNONE
871829107SYYSYSCO CORP$569,2450.32%7,445CommonNONE
464287804IJRISHARES TR$562,8500.32%4,885CommonNONE
29670G102WTRGESSENTIAL UTILS INC$561,6160.32%15,463CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$552,0240.31%3,690CommonNONE
91913Y100VLOVALERO ENERGY CORP$517,2070.29%4,219CommonNONE
09290D101BLKBLACKROCK INC$512,5550.29%500CommonNONE
G5960L103MDTMEDTRONIC PLC$444,2930.25%5,562CommonNONE
30231G102XOMEXXON MOBIL CORP$420,9210.24%3,913CommonNONE
278865100ECLECOLAB INC$418,4960.24%1,786CommonNONE
189054109CLXCLOROX CO DEL$410,4100.23%2,527CommonNONE
464288240ACWXISHARES TR$405,3350.23%7,771CommonNONE
742718109PGPROCTER AND GAMBLE CO$393,4750.22%2,347CommonNONE
74348A467NOBLPROSHARES TR$386,2540.22%3,880CommonNONE
963320106WHRWHIRLPOOL CORP$380,1880.22%3,321CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$374,0740.21%7,740CommonNONE
718172109PMPHILIP MORRIS INTL INC$370,0760.21%3,075CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$359,7470.20%2,053CommonNONE
46090E103QQQINVESCO QQQ TR$357,8610.20%700CommonNONE
921937819BIVVANGUARD BD INDEX FDS$337,4060.19%4,515CommonNONE
704326107PAYXPAYCHEX INC$329,5170.19%2,350CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$329,2860.19%4,282CommonNONE
78468R663BILSPDR SER TR$325,6740.19%3,562CommonNONE
31428X106FDXFEDEX CORP$296,8030.17%1,055CommonNONE
78464A763SDYSPDR SER TR$286,6570.16%2,170CommonNONE
194162103CLCOLGATE PALMOLIVE CO$271,5480.15%2,987CommonNONE
88160R101TSLATESLA INC$262,4960.15%650CommonNONE
693506107PPGPPG INDS INC$247,8590.14%2,075CommonNONE
67066G104NVDANVIDIA CORPORATION$243,0650.14%1,810CommonNONE
65339F101NEENEXTERA ENERGY INC$232,9930.13%3,250CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$230,9580.13%675CommonNONE
20825C104COPCONOCOPHILLIPS$216,1910.12%2,180CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$216,0020.12%1,910CommonNONE
023135106AMZNAMAZON COM INC$215,0020.12%980CommonNONE
831865209AOSSMITH A O CORP$204,3570.12%2,996CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.