JOHN SANDS

Loudon Investment Management, Llc

Assets Managed

$185.791M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 27d ago

Growth Rate

-2.93%(2Q avg: -1.34%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Loudon Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Loudon Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 185.791M in assets, with a quarterly growth rate of -2.93% and a 2-quarter average growth rate of -1.34%. The portfolio is managed by JOHN SANDS, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MSFT Microsoft Corp Recent Activity Increased 0.98%	5.48%	$10.178M 27,495 shares@ $370.17 avg price	Increased 0.98%
XLK Technology Select Sect Spdr Recent Activity Decreased -6.88%	4.47%	$8.297M 62,432 shares@ $132.91 avg price	Decreased -6.88%
EPD Enterprise Products Partners Recent Activity	4.44%	$8.246M 217,907 shares@ $37.85 avg price
FAST Fastenal Co Recent Activity Decreased -0.44%	3.95%	$7.327M 157,907 shares@ $46.41 avg price	Decreased -0.44%
SPY Spdr S&p 500 Etf Trust Recent Activity Decreased -1.27%	3.25%	$6.036M 9,282 shares@ $650.35 avg price	Decreased -1.27%
CSCO Cisco Systems Inc Recent Activity Decreased -0.32%	3%	$5.569M 71,770 shares@ $77.59 avg price	Decreased -0.32%
TFC Truist Financial Corp Recent Activity Decreased -1.4%	2.95%	$5.474M 119,074 shares@ $45.98 avg price	Decreased -1.4%
G Genpact Ltd Recent Activity	2.92%	$5.411M 145,260 shares@ $37.25 avg price
CAT Caterpillar Inc Recent Activity Decreased -0.2%	2.84%	$5.272M 7,441 shares@ $708.47 avg price	Decreased -0.2%
O Realty Income Corp Recent Activity Increased 0.97%	2.77%	$5.13M 83,850 shares@ $61.18 avg price	Increased 0.97%

1-10 of 95