Loudon Investment Management, LLC
CIK 1597089 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $203.7M
- Posisi
- 95
- Per tanggal
- 30 Juni 2026
#6.404 dari 9.443 berdasarkan nilai 13F · top 67.8%
Nilai portofolio QoQ: +9.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 38,52%
- Bobot 25 kepemilikan teratas
- 68,96%
- Posisi di atas 1%
- 30
- Jumlah posisi efektif
- 40,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 4,36% Perkiraan pembelian $10.151.080 · penjualan $8.498.241
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 77,9% masih dipegang
- Posisi baru
- 3
- Meningkat
- 28
- Menurun
- 37
- Tertutup
- 3
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Kinerja vs S&P 500
Tahunan: +11.5% · S&P 500: +18.0%
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 95,4% · Opsi dikecualikan: 0,0%
Rincian sektor
Industrials
20,6%
Technology
16,4%
Financials
10,4%
Healthcare
6,7%
Real Estate
6,4%
Energy
5,9%
Communications
4,0%
Utilities
3,1%
Retail
2,9%
Telecommunication
2,5%
Financial Services
2,1%
Consumer Staples
1,1%
Consumer Discretionary
0,9%
Communication Services
0,3%
Materials
0,2%
Logistics & Transportation
0,2%
Lainnya/Tidak terpetakan
16,4%
Portofolio lengkap 95 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| XLK XLK | $12.661.007 | 6,22% | 66.455 | $4.363.794 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $10.972.756 | 5,39% | 29.416 | $794.932 | Naik ×3 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $8.159.946 | 4,01% | 69.470 | $2.591.312 | Turun ×5 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $8.010.261 | 3,93% | 217.907 | $-235.340 | |||
| FAST Fastenal Company - Common Stock | $7.553.630 | 3,71% | 157.269 | $226.745 | Turun ×4 | ||
| CAT Caterpillar, Inc. Common Stock | $7.489.442 | 3,68% | 7.033 | $2.217.791 | Turun ×6 | ||
| SPY SPY | $6.752.294 | 3,32% | 9.042 | $715.838 | Turun ×4 | ||
| TFC Truist Financial Corporation Common Stock | $5.827.047 | 2,86% | 116.962 | $353.215 | Turun ×2 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $5.585.463 | 2,74% | 30.226 | $1.527.219 | Turun ×3 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $5.451.013 | 2,68% | 11.414 | $1.293.552 | Turun ×3 | ||
| O Realty Income Corporation Common Stock | $5.431.104 | 2,67% | 87.655 | $301.161 | Naik ×6 | ||
| ABBV AbbVie Inc. Common Stock | $5.020.721 | 2,46% | 19.952 | $621.551 | Turun ×6 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $4.897.381 | 2,40% | 29.198 | $118.568 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $4.713.964 | 2,31% | 16.291 | $521.099 | Turun ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $4.712.312 | 2,31% | 21.372 | $-337.464 | |||
| LNC Lincoln National Corporation Common Stock | $4.454.241 | 2,19% | 126.004 | $-355.619 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4.256.927 | 2,09% | 13.005 | $416.668 | Turun ×5 | ||
| CMI Cummins Inc. Common Stock | $4.098.105 | 2,01% | 5.746 | $237.273 | Turun ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $3.894.355 | 1,91% | 44.370 | $-202.582 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $3.818.117 | 1,87% | 19.082 | $3.004.192 | Naik ×2 | ||
| G Genpact Limited Common Stock | $3.793.213 | 1,86% | 137.935 | $-1.617.722 | Turun ×1 | ||
| ITW Illinois Tool Works Inc. Common Stock | $3.700.030 | 1,82% | 13.680 | $139.263 | |||
| USB U.S. Bancorp Common Stock | $3.559.372 | 1,75% | 58.930 | $498.844 | Naik ×1 | ||
| EMR Emerson Electric Company Common Stock | $2.888.767 | 1,42% | 20.180 | $244.783 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $2.758.616 | 1,35% | 12.318 | $820.685 | Naik ×6 | ||
| DLR Digital Realty Trust, Inc. Common Stock | $2.748.472 | 1,35% | 15.305 | $-9.642 | |||
| DE Deere & Company Common Stock | $2.556.984 | 1,26% | 4.031 | $286.322 | |||
| ABT Abbott Laboratories Common Stock | $2.083.572 | 1,02% | 22.962 | $-431.022 | Turun ×1 | ||
| AMP Ameriprise Financial, Inc. Common Stock | $2.048.363 | 1,01% | 4.465 | $-9.209 | Turun ×1 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $2.039.074 | 1,00% | 16.386 | $163.251 | Naik ×1 | ||
| AMT American Tower Corporation (REIT) Common Stock | $1.950.245 | 0,96% | 11.923 | $-694.198 | Turun ×1 | ||
| FLOT | $1.830.500 | 0,90% | 35.857 | $407.110 | Naik ×2 | ||
| NVO Novo Nordisk A/S Common Stock | $1.692.666 | 0,83% | 35.308 | $48.728 | Turun ×3 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1.645.186 | 0,81% | 12.803 | $105.113 | |||
| ENB Enbridge Inc Common Stock | $1.638.280 | 0,80% | 30.221 | $16.733 | Naik ×1 | ||
| GBCI Glacier Bancorp, Inc. Common Stock | $1.621.624 | 0,80% | 31.439 | $217.244 | |||
| PNR Pentair plc. Ordinary Share | $1.618.829 | 0,79% | 21.117 | $-152.292 | Naik ×1 | ||
| DPZ Domino's Pizza Inc - Common Stock | $1.582.926 | 0,78% | 5.347 | $-956.231 | Turun ×2 | ||
| PLD Prologis, Inc. Common Stock | $1.545.035 | 0,76% | 11.405 | $37.522 | |||
| AMGN Amgen Inc. - Common Stock | $1.534.302 | 0,75% | 4.237 | $-255.559 | Turun ×6 | ||
| PAYX Paychex, Inc. - Common Stock | $1.504.547 | 0,74% | 15.301 | $548.249 | Naik ×6 | ||
| JNJ Johnson & Johnson Common Stock | $1.411.057 | 0,69% | 5.556 | $18.727 | Turun ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1.269.143 | 0,62% | 16.059 | $121.789 | Naik ×4 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $1.205.614 | 0,59% | 8.337 | $116.946 | Turun ×1 | ||
| VTI | $1.187.088 | 0,58% | 3.208 | $143.172 | Turun ×2 | ||
| IJR | $1.181.586 | 0,58% | 7.967 | $275.739 | Naik ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $1.166.154 | 0,57% | 2.289 | $-217.295 | |||
| SWK Stanley Black & Decker, Inc. Common Stock | $1.152.029 | 0,57% | 12.240 | $54.507 | Turun ×6 | ||
| VLO Valero Energy Corporation Common Stock | $1.098.796 | 0,54% | 4.219 | $56.365 | |||
| RSP | $1.058.318 | 0,52% | 4.974 | $203.506 | Naik ×6 | ||
| GD General Dynamics Corporation Common Stock | $1.039.694 | 0,51% | 2.935 | $32.343 | |||
| BSV | $956.034 | 0,47% | 12.271 | $109.128 | Naik ×1 | ||
| AFL AFLAC Incorporated Common Stock | $935.186 | 0,46% | 7.976 | $-30.372 | Turun ×6 | ||
| XLC XLC | $923.996 | 0,45% | 8.625 | $-30.509 | Naik ×1 | ||
| UGI UGI Corporation Common Stock | $903.048 | 0,44% | 26.145 | $-163.512 | Turun ×4 | ||
| PEP PepsiCo, Inc. - Common Stock | $837.449 | 0,41% | 6.185 | $-123.020 | |||
| MO Altria Group, Inc. | $814.330 | 0,40% | 11.318 | $52.937 | Turun ×1 | ||
| PSA Public Storage Common Stock | $763.944 | 0,38% | 2.400 | $113.832 | |||
| VNQ | $708.278 | 0,35% | 7.345 | $56.776 | |||
| XLE XLE | $701.849 | 0,34% | 13.215 | $-177.600 | Turun ×2 | ||
| RTX RTX Corporation Common Stock | $690.807 | 0,34% | 3.641 | $-11.542 | |||
| QQQ Invesco QQQ Trust, Series 1 | $650.978 | 0,32% | 884 | $162.107 | Naik ×6 | ||
| ACWX iShares MSCI ACWI ex U.S. ETF | $628.440 | 0,31% | 8.257 | $85.747 | Naik ×5 | ||
| MRSH Marsh Common Stock | $600.012 | 0,29% | 3.600 | $-24.408 | |||
| WTRG Essential Utilities, Inc. Common Stock | $592.388 | 0,29% | 15.463 | $-30.307 | |||
| XOM Exxon Mobil Corporation Common Stock | $580.787 | 0,29% | 4.248 | $-156.046 | Turun ×1 | ||
| SYY Sysco Corporation Common Stock | $580.463 | 0,28% | 6.945 | $49.411 | Turun ×1 | ||
| HTO H2O America - Common Stock | $560.907 | 0,28% | 9.230 | $195.393 | Naik ×2 | ||
| ADM Archer-Daniels-Midland Company Common Stock | $529.070 | 0,26% | 6.925 | $25.692 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $528.228 | 0,26% | 1.495 | $119.452 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $527.685 | 0,26% | 2.214 | $293.798 | Naik ×1 | ||
| BLK BlackRock, Inc. Common Stock | $515.396 | 0,25% | 536 | $62.431 | Naik ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $515.120 | 0,25% | 675 | $251.593 | |||
| BIV | $489.193 | 0,24% | 6.378 | $15.848 | Naik ×5 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $459.162 | 0,23% | 454 | $49.703 | Turun ×1 | ||
| BIL | $421.177 | 0,21% | 4.596 | $-26.484 | Turun ×2 | ||
| SCHD | $418.921 | 0,21% | 13.211 | $15.142 | Naik ×2 | ||
| ECL Ecolab Inc. Common Stock | $411.228 | 0,20% | 1.476 | $18.582 | |||
| WEC WEC Energy Group, Inc. Common Stock | $391.180 | 0,19% | 3.350 | $-208.509 | Turun ×1 | ||
| XLI XLI | $361.199 | 0,18% | 1.950 | ||||
| XLB XLB | $334.461 | 0,16% | 6.580 | $-360.872 | Turun ×1 | ||
| IBM International Business Machines Corporation Common Stock | $314.393 | 0,15% | 1.118 | $-19.620 | Turun ×2 | ||
| FDX FedEx Corporation Common Stock | $313.130 | 0,15% | 1.000 | $-43.050 | |||
| TSLA Tesla, Inc. - Common Stock | $279.699 | 0,14% | 665 | $32.485 | |||
| NOBL | $272.938 | 0,13% | 4.860 | $-15.409 | Naik ×1 | ||
| PSX Phillips 66 Common Stock | $258.139 | 0,13% | 1.527 | $-20.050 | |||
| EXR Extra Space Storage Inc Common Stock | $256.455 | 0,13% | 1.765 | $-33.998 | Turun ×1 | ||
| VEA | $246.311 | 0,12% | 3.457 | $24.786 | |||
| FRT Federal Realty Investment Trust Common Stock | $245.646 | 0,12% | 1.990 | $10.391 | Turun ×1 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $240.914 | 0,12% | 485 | $24.342 | |||
| COP ConocoPhillips Common Stock | $226.633 | 0,11% | 2.180 | $-61.127 | |||
| CVX Chevron Corporation Common Stock | $220.461 | 0,11% | 1.330 | $-13.336 | Naik ×1 | ||
| IWM | $217.526 | 0,11% | 724 | Naik ×1 | |||
| IWR | $204.313 | 0,10% | 1.852 | Naik ×1 | |||
| TU Telus Corporation Ordinary Shares | $188.146 | 0,09% | 17.800 | $-108.227 | Turun ×3 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| MSFT | $10.972.756 | 5,39% | naik ×3 |
| O | $5.431.104 | 2,67% | naik ×6 |
| ADP | $2.758.616 | 1,35% | naik ×6 |
| PAYX | $1.504.547 | 0,74% | naik ×6 |
| VCSH | $1.269.143 | 0,62% | naik ×4 |
| RSP | $1.058.318 | 0,52% | naik ×6 |
| QQQ | $650.978 | 0,32% | naik ×6 |
| ACWX | $628.440 | 0,31% | naik ×5 |
| BIV | $489.193 | 0,24% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| XLI | $361.199 | 1.950 | 0,18% |
| IWM | $217.526 | 724 | 0,11% |
| IWR | $204.313 | 1.852 | 0,10% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| XLK | Beli lebih banyak | +4K | +$4.4M |
| NVDA | Beli lebih banyak | +14K | +$3.0M |
| CSCO | Dipangkas | -2K | +$2.6M |
| CAT | Dipangkas | -408 | +$2.2M |
| G | Dipangkas | -7K | -$1.6M |
| QCOM | Dipangkas | -1K | +$1.5M |
| TSM | Dipangkas | -888 | +$1.3M |
| DPZ | Dipangkas | -2K | -$956K |
| ADP | Beli lebih banyak | +3K | +$821K |
| MSFT | Beli lebih banyak | +2K | +$795K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| ESS | 31 Des. 2025 | 11.783 | $3.153.838 | 10,4% |
| XLV | 31 Maret 2026 | 6.745 | $1.044.126 | Tidak lagi dilacak |
| CCI | 31 Maret 2025 | 10.747 | $975.398 | -27,1% |
| SLB | 30 Sep. 2025 | 22.939 | $775.338 | 56,6% |
| PM | 30 Sep. 2025 | 3.925 | $714.860 | 17,0% |
| XLP | 30 Juni 2026 | 8.472 | $694.535 | Tidak lagi dilacak |
| XLY | 31 Des. 2025 | 2.880 | $690.163 | Tidak lagi dilacak |
| PFE | 30 Juni 2025 | 22.370 | $566.856 | 15,7% |
| TAP | 30 Sep. 2025 | 11.100 | $533.799 | -6,3% |
| MDT | 30 Juni 2026 | 5.672 | $491.479 | 17,7% |
| UPS | 30 Sep. 2025 | 4.450 | $449.183 | 23,7% |
| XLF | 31 Maret 2026 | 7.740 | $423.920 | Tidak lagi dilacak |
| WHR | 31 Maret 2025 | 3.321 | $380.188 | -54,1% |
| VZ | 31 Des. 2025 | 8.147 | $358.061 | 21,4% |
| PG | 30 Juni 2025 | 2.062 | $351.406 | -10,1% |
| CTSH | 30 Juni 2025 | 4.282 | $327.573 | -22,0% |
| TGT | 30 Sep. 2025 | 2.747 | $270.992 | 81,1% |
| APD | 31 Maret 2026 | 1.095 | $270.487 | 4,5% |
| XLI | 30 Sep. 2025 | 1.820 | $268.486 | Tidak lagi dilacak |
| TSLA | 31 Maret 2025 | 650 | $262.496 | 34,6% |
| CMCSA | 31 Des. 2025 | 7.556 | $237.410 | -5,5% |
| TTD | 31 Des. 2025 | 4.700 | $230.347 | -65,2% |
| COP | 30 Juni 2025 | 2.180 | $228.944 | 50,9% |
| PPG | 30 Sep. 2025 | 2.000 | $227.500 | 8,1% |
| SDY | 30 Sep. 2025 | 1.651 | $224.090 | Tidak lagi dilacak |
| CLX | 30 Sep. 2025 | 1.801 | $216.246 | -14,4% |
| TROW | 31 Maret 2025 | 1.910 | $216.002 | 23,8% |
| VRTX | 30 Sep. 2025 | 485 | $215.922 | 39,6% |
| CL | 30 Juni 2025 | 2.294 | $214.948 | -0,7% |
| PSX | 31 Des. 2025 | 1.527 | $207.703 | 88,4% |
| AOS | 31 Maret 2025 | 2.996 | $204.357 | -4,1% |
| SHOP | 30 Juni 2026 | 1.700 | $201.654 | 27,7% |