Loudon Investment Management, LLC: 13F holdings
CIK 15970892026Q2
| Positions | 95 |
|---|---|
| Reported value | $203.7m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| XLK SELECT SECTOR SPDR TR | 66,455 | $12.7m | 6.2% |
| MSFT MICROSOFT CORP | 29,416 | $11.0m | 5.4% |
| CSCO CISCO SYS INC | 69,470 | $8.2m | 4.0% |
| EPD ENTERPRISE PRODS PARTNERS L | 217,907 | $8.0m | 3.9% |
| FAST FASTENAL CO | 157,269 | $7.6m | 3.7% |
| CAT CATERPILLAR INC | 7,033 | $7.5m | 3.7% |
| SPY STATE STR SPDR S&P 500 ETF T | 9,042 | $6.8m | 3.3% |
| TFC TRUIST FINL CORP | 116,962 | $5.8m | 2.9% |
| QCOM QUALCOMM INC | 30,226 | $5.6m | 2.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 11,414 | $5.5m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1597089")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.