Loudon Investment Management, LLC

Q3 2026 13F-HR Holdings

Location
Meriden, NH
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$204,941
Net value change ($000)
+1,255 (0.6%)
New positions
4
Sold out positions
7
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 4,143 37.8%
NVDA 1,041 27.3%
ACN 818 40.1%
G 817 21.5%
AAPL 711 15.1%
XOM 691 NEW
XLV 627 NEW
RSP 441 41.7%
ADP 420 15.2%
VLO 372 33.8%
Top Reduces (Value $000, Stocks/ETFs)
CAT -1,860 -24.8%
CMI -1,130 -27.6%
BSV -956 -100.0%
CSCO -869 -10.6%
LOW -779 -16.5%
O -760 -14.0%
XLE -702 -100.0%
TMUS -603 -12.3%
XOM -581 -100.0%
NEE -556 -14.3%
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