MondegarAI
Loudon Investment Management, LLC

Q3 2024 · 13F-HR

Loudon Investment Management, LLCholdings as filed

Filed 2024-11-04 · accession 0001597089-24-000010

$182.5M
Reported value
97
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$11.8M6.49%27,526CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$7.2M3.94%31,858CommonNONE
747525103QCOMQUALCOMM INC$6.9M3.76%40,397CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$6.1M3.35%210,116CommonNONE
548661107LOWLOWES COS INC$6.0M3.30%22,267CommonNONE
311900104FASTFASTENAL CO$5.8M3.18%81,366CommonNONE
G3922B107GGENPACT LIMITED$5.5M3.04%141,425CommonNONE
89832Q109TFCTRUIST FINL CORP$5.3M2.89%123,427CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5.2M2.86%9,107CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$5.2M2.86%47,325CommonNONE
87612E106TGTTARGET CORP$4.8M2.61%30,519CommonNONE
452308109ITWILLINOIS TOOL WKS INC$4.6M2.55%17,731CommonNONE
297178105ESSESSEX PPTY TR INC$4.6M2.51%15,502CommonNONE
031162100AMGNAMGEN INC$4.4M2.43%13,752CommonNONE
20030N101CMCSACOMCAST CORP NEW$4.4M2.39%104,440CommonNONE
00287Y109ABBVABBVIE INC$4.4M2.39%22,039CommonNONE
534187109LNCLINCOLN NATL CORP IND$4.0M2.21%128,274CommonNONE
037833100AAPLAPPLE INC$4.0M2.20%17,266CommonNONE
17275R102CSCOCISCO SYS INC$4.0M2.19%75,025CommonNONE
46625H100JPMJPMORGAN CHASE & CO$3.4M1.88%16,228CommonNONE
149123101CATCATERPILLAR INC$3.2M1.75%8,163CommonNONE
03076C106AMPAMERIPRISE FINL INC$2.9M1.60%6,217CommonNONE
253868103DLRDIGITAL RLTY TR INC$2.8M1.51%17,030CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$2.7M1.50%11,783CommonNONE
902973304USBUS BANCORP DEL$2.7M1.50%59,718CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.5M1.37%14,417CommonNONE
231021106CMICUMMINS INC$2.4M1.30%7,346CommonNONE
291011104EMREMERSON ELEC CO$2.2M1.21%20,180CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.2M1.19%48,273CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$2.1M1.13%34,667CommonNONE
G7S00T104PNRPENTAIR PLC$2.0M1.09%20,382CommonNONE
731068102PIIPOLARIS INC$1.9M1.07%23,417CommonNONE
244199105DEDEERE & CO$1.7M0.94%4,131CommonNONE
001055102AFLAFLAC INC$1.7M0.91%14,911CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.7M0.91%12,205CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.6M0.89%5,459CommonNONE
58933Y105MRKMERCK & CO INC$1.5M0.84%13,458CommonNONE
22822V101CCICROWN CASTLE INC$1.5M0.83%12,772CommonNONE
713448108PEPPEPSICO INC$1.5M0.81%8,744CommonNONE
37637Q105GBCIGLACIER BANCORP INC NEW$1.4M0.79%31,439CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.4M0.74%2,319CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$1.4M0.74%11,755CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.3M0.69%4,541CommonNONE
369550108GDGENERAL DYNAMICS CORP$984,5680.54%3,258CommonNONE
922908769VTIVANGUARD INDEX FDS$968,9740.53%3,422CommonNONE
478160104JNJJOHNSON & JOHNSON$964,4190.53%5,951CommonNONE
756109104OREALTY INCOME CORP$943,0550.52%14,870CommonNONE
189054109CLXCLOROX CO DEL$933,8000.51%5,732CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$888,7890.49%11,191CommonNONE
717081103PFEPFIZER INC$882,2360.48%30,485CommonNONE
74460D109PSAPUBLIC STORAGE$873,2880.48%2,400CommonNONE
921937827BSVVANGUARD BD INDEX FDS$811,2940.44%10,310CommonNONE
29250N105ENBENBRIDGE INC$782,1890.43%19,261CommonNONE
87971M103TUTELUS CORPORATION$756,5100.41%45,084CommonNONE
064058100BKBANK NEW YORK MELLON CORP$726,6480.40%10,112CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$715,2930.39%8,462CommonNONE
922908553VNQVANGUARD INDEX FDS$710,6790.39%7,295CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$707,8320.39%7,830CommonNONE
002824100ABTABBOTT LABS$687,1380.38%6,027CommonNONE
G5960L103MDTMEDTRONIC PLC$685,2180.38%7,611CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$682,9200.37%3,790CommonNONE
46429B655FLOTISHARES TR$670,2570.37%13,132CommonNONE
88339J105TTDTHE TRADE DESK INC$625,0050.34%5,700CommonNONE
29670G102WTRGESSENTIAL UTILS INC$596,4080.33%15,463CommonNONE
871829107SYYSYSCO CORP$581,1570.32%7,445CommonNONE
91913Y100VLOVALERO ENERGY CORP$569,6920.31%4,219CommonNONE
02209S103MOALTRIA GROUP INC$567,4330.31%11,117CommonNONE
464287804IJRISHARES TR$539,7700.30%4,615CommonNONE
09247X101BLKCHFBLACKROCK INC$474,7550.26%500CommonNONE
30231G102XOMEXXON MOBIL CORP$458,6820.25%3,913CommonNONE
278865100ECLECOLAB INC$456,0190.25%1,786CommonNONE
464288240ACWXISHARES TR$454,4410.25%7,942CommonNONE
458140100INTCINTEL CORP$452,3560.25%19,282CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO$442,9040.24%7,700CommonNONE
78464A763SDYSPDR SER TR$427,5400.23%3,010CommonNONE
742718109PGPROCTER AND GAMBLE CO$406,5000.22%2,347CommonNONE
74348A467NOBLPROSHARES TR$376,8630.21%3,530CommonNONE
718172109PMPHILIP MORRIS INTL INC$373,3050.20%3,075CommonNONE
963320106WHRWHIRLPOOL CORP$355,3470.19%3,321CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$350,7770.19%7,740CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$330,4850.18%4,282CommonNONE
78468R663BILSPDR SER TR$324,7320.18%3,537CommonNONE
46090E103QQQINVESCO QQQ TR$323,1020.18%662CommonNONE
704326107PAYXPAYCHEX INC$315,3470.17%2,350CommonNONE
194162103CLCOLGATE PALMOLIVE CO$310,0800.17%2,987CommonNONE
071813109BAXBAXTER INTL INC$305,7720.17%8,053CommonNONE
831865209AOSSMITH A O CORP$305,0630.17%3,396CommonNONE
31428X106FDXFEDEX CORP$288,7320.16%1,055CommonNONE
65339F101NEENEXTERA ENERGY INC$279,2030.15%3,303CommonNONE
693506107PPGPPG INDS INC$274,8550.15%2,075CommonNONE
921937819BIVVANGUARD BD INDEX FDS$270,6900.15%3,454CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$230,2210.13%1,285CommonNONE
20825C104COPCONOCOPHILLIPS$229,5100.13%2,180CommonNONE
67066G104NVDANVIDIA CORPORATION$225,8780.12%1,860CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$225,5640.12%485CommonNONE
806857108SLBSCHLUMBERGER LTD$202,8280.11%4,835CommonNONE
718546104PSXPHILLIPS 66$200,7240.11%1,527CommonNONE

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.