Loudon Investment Management, LLC

Q4 2025 13F-HR Holdings

Location
Meriden, NH
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$191,403
Net value change ($000)
+456 (0.2%)
New positions
5
Sold out positions
6
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ACN 3,219 NEW
O 3,049 186.7%
XLV 1,044 NEW
G 726 12.0%
XLE 677 NEW
CSCO 582 11.7%
CAT 518 13.8%
DPZ 485 17.3%
CMI 484 15.2%
TFC 421 7.6%
Top Reduces (Value $000, Stocks/ETFs)
ESS -3,154 -100.0%
TMUS -1,894 -38.1%
FAST -1,414 -18.2%
MSFT -834 -6.0%
XLC -701 -40.9%
XLY -690 -100.0%
APD -622 -69.7%
NVO -520 -16.9%
DLR -439 -15.6%
ITW -420 -11.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type