Loudon Investment Management, LLC
SEC Form 13F institutional filer · CIK 0001597089
13F-HR · 75 reported holdings · 2026-03-31
Reported long-US-equity value
$0.15B
Top-10 concentration
41.8%
Loudon Investment Management, LLC — $151M AUM allocation strategy
Loudon Investment Management, LLC files SEC Form 13F and reports $151M of long US equity value across 75 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 15.9%, followed by Industrials 13.3% and Financials 8.2%.
The top 10 holdings account for 42% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Loudon Investment Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$151M
total across 75 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
42% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$TMUS +7.62K sh · +$1.71M+$ADP +3.19K sh · +$306K+$VOO +1.78K sh · +$135K
Biggest trims (shares)
−$XLK −4.61K sh · −$1.36M−$ACN −2.54K sh · −$1.34M−$TFC −1.7K sh · −$469K
Exited to nil (held last quarter, gone now)
$XLV ($1.04M last qtr)$XLF ($424K last qtr)$APD ($270K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Diversified Banks8.2%—
- Systems Software6.7%—
- Construction Machinery & Heavy Transportation Equipment6.1%—
- Trading Companies & Distributors4.9%—
- Communications Equipment3.7%—
- Retail REITs3.4%—
- Home Improvement Retail3.4%—
- Wireless Telecommunication Services3.2%—
- Other holdings60.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 27.5K | $10.2M | +265 | 6.7% |
| $FAST | Fastenal Company | 158K | $7.33M | -700 | 4.9% |
| $CSCO | Cisco Systems Inc | 71.8K | $5.57M | -235 | 3.7% |
| $TFC | Truist Financial Corporation | 119K | $5.47M | -1.7K | 3.6% |
| $CAT | Caterpillar Inc | 7.44K | $5.27M | -15 | 3.5% |
| $O | Realty Income Corporation | 83.8K | $5.13M | +800 | 3.4% |
| $LOW | Lowe's Companies Inc | 21.4K | $5.05M | -70 | 3.3% |
| $TMUS | T-Mobile US Inc | 22.8K | $4.78M | +7.62K | 3.2% |
…and 67 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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