Loudon-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "APD",
  "BLK",
  "CAT",
  "LOW",
  "CMI",
  "LNC",
  "ESS",
  "WTRG",
  "FRT",
  "PNR",
  "GD",
  "GBCI",
  "QCOM",
  "ITW",
  "EMR",
  "SWK",
  "MDT",
  "MSFT",
  "ADM",
  "AMP",
  "FAST",
  "IJR",
  "PAYX",
  "PEP",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "ENB",
  "TU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PPG",
  null,
  "SLB",
  "O",
  null,
  null,
  "AMT",
  "IBM",
  "TGT",
  "TFC",
  "UPS",
  "BIV",
  "VNQ",
  "TSM",
  "VRTX",
  "UGI",
  "AFL",
  "SDY",
  "TAP",
  "WEC",
  null,
  "AMZN",
  "USB",
  "VLO",
  null,
  "BSV",
  "G",
  "SCHD",
  "TTD",
  null,
  "SYY",
  "EXR",
  "PSA",
  "FDX",
  "ADP",
  "BK",
  "CSCO",
  "CLX",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "CRWD",
  "DE",
  "DLR",
  "RSP",
  "NEE",
  "QQQ",
  "EPD",
  "XOM",
  "JNJ",
  "PLD",
  "PM",
  "MO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 96
Total Value: 175094772
Accession Number: 0001597089-25-000004
Form Type: 13F-HR
CIK: loudon-investment-management
Manager Name: Loudon-Investment-Management

Data Enrichment

93% identified

89 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

96 positions • $175.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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ABBOTT LABORATORIES

ABT|002824100

Shares:21.1K

Value:$2.8M

% of Portfolio:1.6% ($2.8M/$175.1M)

CATERPILLAR INC

CAT|149123101

Shares:7.9K

Value:$2.6M

% of Portfolio:1.5% ($2.6M/$175.1M)

US BANCORP \DE\

USB|902973304

Shares:58.3K

Value:$2.5M

% of Portfolio:1.4% ($2.5M/$175.1M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:14.3K

Value:$2.4M

% of Portfolio:1.4% ($2.4M/$175.1M)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:16.5K

Value:$2.4M

% of Portfolio:1.3% ($2.4M/$175.1M)

CUMMINS INC

CMI|231021106

Shares:7.5K

Value:$2.4M

% of Portfolio:1.3% ($2.4M/$175.1M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:50.7K

Value:$2.3M

% of Portfolio:1.3% ($2.3M/$175.1M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:20.2K

Value:$2.2M

% of Portfolio:1.3% ($2.2M/$175.1M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:52.8K

Value:$2.2M

% of Portfolio:1.3% ($2.2M/$175.1M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:6.9K

Value:$2.0M

% of Portfolio:1.2% ($2.0M/$175.1M)

DEERE & CO

DE|244199105

Shares:4.1K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$175.1M)

PENTAIR plc

PNR|G7S00T104

Shares:20.4K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$175.1M)

UGI CORP /PA/

UGI|902681105

Shares:53.1K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$175.1M)

AFLAC INC

AFL|001055102

Shares:13.8K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$175.1M)

REALTY INCOME CORP

O|756109104

Shares:26.2K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$175.1M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:4.8K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$175.1M)

46429B655

Shares:28.2K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$175.1M)

PEPSICO INC

PEP|713448108

Shares:9.6K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$175.1M)

GLACIER BANCORP, INC.

GBCI|37637Q105

Shares:31.4K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$175.1M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:4.3K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$175.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ABBOTT LABORATORIES(ABTcusip002824100)	21.1K	QoQ +249.74% (+15.1K) YoY +249.74% (+15.1K)	All Managers (Combined)	$2.8M	1.6% ($2.8M/$175.1M)	QoQ +310.16% (+$2.1M) YoY +308.17% (+$2.1M)
CATERPILLAR INC(CATcusip149123101)	7.9K	QoQ -1.25% (-100) YoY -6.29% (-530)	All Managers (Combined)	$2.6M	1.5% ($2.6M/$175.1M)	QoQ -10.22% (-$296.3K) YoY -15.66% (-$483.1K)
US BANCORP \DE\(USBcusip902973304)	58.3K	QoQ -0.39% (-233) YoY -12.53% (-8.4K)	All Managers (Combined)	$2.5M	1.4% ($2.5M/$175.1M)	QoQ -12.08% (-$338.1K) YoY -17.39% (-$518.0K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	14.3K	QoQ -0.52% (-75) YoY -1.97% (-288)	All Managers (Combined)	$2.4M	1.4% ($2.4M/$175.1M)	QoQ -16.38% (-$464.6K) YoY +19.60% (-$388.6K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	16.5K	QoQ 0.00% (-0) YoY -3.31% (-565)	All Managers (Combined)	$2.4M	1.3% ($2.4M/$175.1M)	QoQ -19.19% (-$561.1K) YoY -3.81% (-$93.7K)
CUMMINS INC(CMIcusip231021106)	7.5K	QoQ +2.45% (-180) YoY +2.08% (+154)	All Managers (Combined)	$2.4M	1.3% ($2.4M/$175.1M)	QoQ -7.88% (-$201.9K) YoY +8.59% (+$186.8K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	50.7K	QoQ +3.52% (+1.7K) YoY +3.21% (+1.6K)	All Managers (Combined)	$2.3M	1.3% ($2.3M/$175.1M)	QoQ +17.42% (+$341.0K) YoY +11.58% (+$238.5K)
EMERSON ELECTRIC CO(EMRcusip291011104)	20.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.2M	1.3% ($2.2M/$175.1M)	QoQ -11.53% (-$288.4K) YoY -3.33% (-$76.3K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	52.8K	QoQ +28.54% (+11.7K) YoY NEW(+52.8K)	All Managers (Combined)	$2.2M	1.3% ($2.2M/$175.1M)	QoQ +40.14% (+$632.0K) YoY NEW(+$2.2M)
Air Products & Chemicals, Inc.(APDcusip009158106)	6.9K	QoQ +26.32% (+1.4K) YoY +72.74% (+2.9K)	All Managers (Combined)	$2.0M	1.2% ($2.0M/$175.1M)	QoQ +28.44% (+$450.4K) YoY +110.28% (+$1.1M)
DEERE & CO(DEcusip244199105)	4.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$175.1M)	QoQ +10.77% (+$188.6K) YoY +14.26% (+$242.1K)
PENTAIR plc(PNRcusipG7S00T104)	20.4K	QoQ 0.00% (-0) YoY -22.75% (-6.0K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$175.1M)	QoQ -13.07% (-$268.2K) YoY -20.91% (-$471.5K)
UGI CORP /PA/(UGIcusip902681105)	53.1K	QoQ NEW(+53.1K) YoY NEW(+53.1K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$175.1M)	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
AFLAC INC(AFLcusip001055102)	13.8K	QoQ -7.51% (-1.1K) YoY -11.51% (-1.8K)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$175.1M)	QoQ -0.58% (-$9.0K) YoY +14.58% (-$195.2K)
REALTY INCOME CORP(Ocusip756109104)	26.2K	QoQ +19.01% (+4.2K) YoY +91.36% (+12.5K)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$175.1M)	QoQ +29.26% (+$343.6K) YoY +105.19% (+$778.0K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	4.8K	QoQ +6.49% (+295) YoY +6.51% (+296)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$175.1M)	QoQ +11.15% (+$148.3K) YoY +30.30% (+$343.7K)
(cusip46429B655)✕	28.2K	QoQ +57.45% (+10.3K) YoY +135.14% (+16.2K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$175.1M)	QoQ +57.97% (+$528.1K) YoY +135.10% (+$826.9K)
PEPSICO INC(PEPcusip713448108)	9.6K	QoQ +2.75% (+256) YoY +19.50% (+1.6K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$175.1M)	QoQ +1.31% (+$18.6K) YoY +2.38% (+$33.4K)
GLACIER BANCORP, INC.(GBCIcusip37637Q105)	31.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$175.1M)	QoQ -11.94% (-$188.6K) YoY +9.78% (+$123.9K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$175.1M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)