Loudon Investment Management, LLC

Q1 2026 13F-HR Holdings

Location
Meriden, NH
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$185,791
Net value change ($000)
-5,612 (-2.9%)
New positions
5
Sold out positions
3
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TMUS 1,706 55.5%
EPD 1,260 18.0%
CAT 1,001 23.4%
FAST 962 15.1%
XLB 695 NEW
XLP 695 NEW
MRSH 624 NEW
NEE 556 15.7%
O 448 9.6%
DE 394 21.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,991 -22.7%
QCOM -1,493 -26.9%
G -1,384 -20.4%
XLK -1,356 -14.0%
ACN -1,343 -41.7%
LNC -1,223 -20.3%
XLV -1,044 -100.0%
NVO -909 -35.6%
DPZ -747 -22.7%
JPM -560 -12.7%
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