Loudon Investment Management
Loudon Investment Management reported 95 stocks worth $204M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are XLK (6.2%), MSFT (5.4%) and CSCO (4.0%). Compared with Q1 2026, the fund opened new positions in XLI, IWM and IWR, added to XLK, MSFT and O, trimmed CSCO, FAST and CAT and sold out of XLP, MDT and SHOP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  XLK Select Sector Spdr TR | $12.7M | 6.2% | 66K | +4,023 (+6%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $11M | 5.4% | 29K | +1,921 (+7%) | 8 of 8 | |
| 3 |  CSCO Cisco Sys Inc | $8.2M | 4.0% | 69K | −2,300 (−3%) | 8 of 8 | |
| 4 |  EPD Enterprise Products | $8M | 3.9% | 218K | No change | 8 of 8 | |
| 5 |  FAST Fastenal Co | $7.6M | 3.7% | 157K | −638 (−0%) | 8 of 8 | |
| 6 |  CAT Caterpillar Inc | $7.5M | 3.7% | 7,033 | −408 (−5%) | 8 of 8 | |
| 7 |  SPY Spdr S&P 500 ETF TR | $6.8M | 3.3% | 9,042 | −240 (−3%) | 8 of 8 | |
| 8 |  TFC Truist Finl Corp | $5.8M | 2.9% | 117K | −2,112 (−2%) | 8 of 8 | |
| 9 |  QCOM Qualcomm Inc | $5.6M | 2.7% | 30K | −1,287 (−4%) | 8 of 8 | |
| 10 |  TSM Taiwan Semiconductor Mfg Ltd | $5.5M | 2.7% | 11K | −888 (−7%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Loudon Investment Management 13F FAQ
What does Loudon Investment Management own?
Loudon Investment Management reported 95 stocks worth $204M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are XLK (6.2%), MSFT (5.4%) and CSCO (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Loudon Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 28 added to, 37 trimmed and 3 sold out. New positions include XLI, IWM and IWR. It sold all of XLP, MDT and SHOP.
When will Loudon Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Loudon Investment Management's portfolio worth?
The Q2 2026 filing reports $204M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.