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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921937819

BIV|921937819

Shares:4.5K

Value:$345.7K

% of Portfolio:0.2% ($345.7K/$175.1M)

74348A467

Shares:3.3K

Value:$335.1K

% of Portfolio:0.2% ($335.1K/$175.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:708

Value:$332.0K

% of Portfolio:0.2% ($332.0K/$175.1M)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:4.3K

Value:$327.6K

% of Portfolio:0.2% ($327.6K/$175.1M)

78464A763

SDY|78464A763

Shares:2.2K

Value:$296.7K

% of Portfolio:0.2% ($296.7K/$175.1M)

CLOROX CO /DE/

CLX|189054109

Shares:1.8K

Value:$265.2K

% of Portfolio:0.2% ($265.2K/$175.1M)

Trade Desk, Inc.

TTD|88339J105

Shares:4.7K

Value:$257.2K

% of Portfolio:0.1% ($257.2K/$175.1M)

FEDEX CORP

FDX|31428X106

Shares:1.0K

Value:$243.8K

% of Portfolio:0.1% ($243.8K/$175.1M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:675

Value:$238.0K

% of Portfolio:0.1% ($238.0K/$175.1M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:485

Value:$235.1K

% of Portfolio:0.1% ($235.1K/$175.1M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:3.3K

Value:$230.4K

% of Portfolio:0.1% ($230.4K/$175.1M)

CONOCOPHILLIPS

COP|20825C104

Shares:2.2K

Value:$228.9K

% of Portfolio:0.1% ($228.9K/$175.1M)

PPG INDUSTRIES INC

PPG|693506107

Shares:2.0K

Value:$218.7K

% of Portfolio:0.1% ($218.7K/$175.1M)

NVIDIA CORP

NVDA|67066G104

Shares:2.0K

Value:$215.1K

% of Portfolio:0.1% ($215.1K/$175.1M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:2.3K

Value:$214.9K

% of Portfolio:0.1% ($214.9K/$175.1M)

AMAZON COM INC

AMZN|023135106

Shares:1.1K

Value:$205.5K

% of Portfolio:0.1% ($205.5K/$175.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BIVcusip921937819)	4.5K	QoQ 0.00% (+0) YoY +68.78% (+1.8K)	All Managers (Combined)	$345.7K	0.2% ($345.7K/$175.1M)	QoQ +2.46% (+$8.3K) YoY +71.40% (+$144.0K)
(cusip74348A467)✕	3.3K	QoQ -15.46% (-600) YoY -9.76% (-355)	All Managers (Combined)	$335.1K	0.2% ($335.1K/$175.1M)	QoQ -13.23% (-$51.1K) YoY -9.08% (-$33.5K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	708	QoQ +1.14% (-8) YoY +8.92% (+58)	All Managers (Combined)	$332.0K	0.2% ($332.0K/$175.1M)	QoQ -7.22% (-$25.9K) YoY +15.03% (+$43.4K)
COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSHcusip192446102)	4.3K	QoQ 0.00% (-0) YoY -1.22% (-53)	All Managers (Combined)	$327.6K	0.2% ($327.6K/$175.1M)	QoQ -0.52% (-$1.7K) YoY +3.10% (-$9.9K)
(SDYcusip78464A763)	2.2K	QoQ +0.78% (+17) YoY -26.85% (-803)	All Managers (Combined)	$296.7K	0.2% ($296.7K/$175.1M)	QoQ +3.51% (+$10.1K) YoY -24.38% (-$95.7K)
CLOROX CO /DE/(CLXcusip189054109)	1.8K	QoQ -28.72% (-726) YoY -66.19% (-3.5K)	All Managers (Combined)	$265.2K	0.2% ($265.2K/$175.1M)	QoQ -35.38% (-$145.2K) YoY -67.48% (-$550.4K)
Trade Desk, Inc.(TTDcusip88339J105)	4.7K	QoQ -17.54% (-1.0K) YoY -17.54% (-1.0K)	All Managers (Combined)	$257.2K	0.1% ($257.2K/$175.1M)	QoQ -61.60% (-$412.7K) YoY -48.38% (-$241.1K)
FEDEX CORP(FDXcusip31428X106)	1.0K	QoQ -5.21% (-55) YoY -5.21% (-55)	All Managers (Combined)	$243.8K	0.1% ($243.8K/$175.1M)	QoQ -17.86% (-$53.0K) YoY -20.24% (-$61.9K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	675	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$238.0K	0.1% ($238.0K/$175.1M)	QoQ +3.04% (+$7.0K) YoY +9.97% (+$21.6K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	485	QoQ NEW(+485) YoY 0.00% (+0)	All Managers (Combined)	$235.1K	0.1% ($235.1K/$175.1M)	QoQ NEW(+$235.1K) YoY +15.98% (+$32.4K)
NEXTERA ENERGY INC(NEEcusip65339F101)	3.3K	QoQ 0.00% (-0) YoY NEW(+3.3K)	All Managers (Combined)	$230.4K	0.1% ($230.4K/$175.1M)	QoQ -1.11% (-$2.6K) YoY NEW(+$230.4K)
CONOCOPHILLIPS(COPcusip20825C104)	2.2K	QoQ 0.00% (+0) YoY -0.45% (-10)	All Managers (Combined)	$228.9K	0.1% ($228.9K/$175.1M)	QoQ +5.89% (+$12.8K) YoY -17.86% (-$49.8K)
PPG INDUSTRIES INC(PPGcusip693506107)	2.0K	QoQ -3.61% (-75) YoY -3.61% (-75)	All Managers (Combined)	$218.7K	0.1% ($218.7K/$175.1M)	QoQ -11.76% (-$29.2K) YoY -27.26% (-$82.0K)
NVIDIA CORP(NVDAcusip67066G104)	2.0K	QoQ +9.66% (-175) YoY NEW(+2.0K)	All Managers (Combined)	$215.1K	0.1% ($215.1K/$175.1M)	QoQ -11.49% (-$27.9K) YoY NEW(+$215.1K)
COLGATE PALMOLIVE CO(CLcusip194162103)	2.3K	QoQ -23.20% (-693) YoY -23.20% (-693)	All Managers (Combined)	$214.9K	0.1% ($214.9K/$175.1M)	QoQ -20.84% (-$56.6K) YoY -20.08% (-$54.0K)
AMAZON COM INC(AMZNcusip023135106)	1.1K	QoQ +10.20% (-100) YoY NEW(+1.1K)	All Managers (Combined)	$205.5K	0.1% ($205.5K/$175.1M)	QoQ -4.42% (-$9.5K) YoY NEW(+$205.5K)