Loudon Investment Management 13F annual report
Loudon Investment Management is an investment fund managing more than $170 billion ran by Emily Sands. There are currently 91 companies in Mrs. Sands’s portfolio. The largest investments include Microsoft and Qualcomm, together worth $20.5 billion.
$170 billion Assets Under Management (AUM)
As of 30th July 2024, Loudon Investment Management’s top holding is 27,672 shares of Microsoft currently worth over $12.4 billion and making up 7.3% of the portfolio value.
Relative to the number of outstanding shares of Microsoft, Loudon Investment Management owns more than approximately 0.1% of the company.
In addition, the fund holds 40,618 shares of Qualcomm worth $8.09 billion, whose value grew 9.6% in the past six months.
The third-largest holding is Select Sector Spdr Tr worth $8.17 billion and the next is Enterprise Prods Partners L worth $6.13 billion, with 211,641 shares owned.
Currently, Loudon Investment Management's portfolio is worth at least $170 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Loudon Investment Management
The Loudon Investment Management office and employees reside in Meriden, New Hampshire. According to the last 13-F report filed with the SEC, Emily Sands serves as the President at Loudon Investment Management.
Recent trades
In the most recent 13F filing, Loudon Investment Management revealed that it had opened a new position in
Pfizer and bought 12,685 shares worth $355 million.
This means they effectively own approximately 0.1% of the company.
Pfizer makes up
2.6%
of the fund's Health Care sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Spdr S&p 500 Etf Tr by buying
149 additional shares.
This makes their stake in Spdr S&p 500 Etf Tr total 8,883 shares worth $4.83 billion.
On the other hand, there are companies that Loudon Investment Management is getting rid of from its portfolio.
Loudon Investment Management closed its position in Sl Green Rlty Corp on 6th August 2024.
It sold the previously owned 4,063 shares for $224 million.
Emily Sands also disclosed a decreased stake in Microsoft by approximately 0.1%.
This leaves the value of the investment at $12.4 billion and 27,672 shares.
One of the smallest hedge funds
The two most similar investment funds to Loudon Investment Management are Savvy Advisors and 13d Management. They manage $170 billion and $170 billion respectively.
Emily Sands investment strategy
Loudon Investment Management’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Technology — making up 13.1% of
the total portfolio value.
The fund focuses on investments in the United States as
52.7% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
52% of the total holdings value.
On the other hand, small-cap stocks make up only 1.1% of the portfolio.
The average market cap of the portfolio companies is close to $175 billion.
The complete list of Loudon Investment Management trades based on 13F SEC filings
These positions were updated on August 6th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Microsoft Corporation |
0.36%
27,672
|
$12,368,000,000 | 7.28% |
| Qualcomm, Inc. |
0.83%
40,618
|
$8,090,293,000 | 4.76% |
| Select Sector Spdr Tr |
No change
47,313
|
$8,170,128,000 | 4.81% |
| Enterprise Prods Partners L |
No change
211,641
|
$6,133,356,000 | 3.61% |
| Fastenal Co. |
0.37%
81,366
|
$5,113,039,000 | 3.01% |
| Lowes Cos Inc |
0.22%
22,337
|
$4,924,415,000 | 2.90% |
| Truist Finl Corp |
0.31%
125,627
|
$4,880,609,000 | 2.87% |
| Spdr S&p 500 Etf Tr |
1.71%
8,883
|
$4,834,306,000 | 2.84% |
| AMGEN Inc. |
No change
13,967
|
$4,363,989,000 | 2.57% |
| Essex Ppty Tr Inc |
1.99%
15,502
|
$4,219,644,000 | 2.48% |
| Target Corp |
0.07%
28,479
|
$4,216,031,000 | 2.48% |
| Genpact Limited |
7.91%
128,935
|
$4,150,418,000 | 2.44% |
| Illinois Tool Wks Inc |
No change
17,491
|
$4,144,667,000 | 2.44% |
| Abbvie Inc |
No change
22,969
|
$3,939,643,000 | 2.32% |
| Comcast Corp New |
3.06%
100,440
|
$3,933,230,000 | 2.31% |
| Stanley Black & Decker Inc |
3.91%
47,375
|
$3,784,789,000 | 2.23% |
| Lincoln Natl Corp Ind |
4.85%
120,234
|
$3,739,277,000 | 2.20% |
| Apple Inc |
4.00%
17,331
|
$3,650,255,000 | 2.15% |
| Cisco Sys Inc |
1.00%
75,870
|
$3,604,584,000 | 2.12% |
| JPMorgan Chase & Co. |
No change
16,303
|
$3,297,445,000 | 1.94% |
| Caterpillar Inc. |
No change
8,418
|
$2,804,036,000 | 1.65% |
| Ameriprise Finl Inc |
0.16%
6,272
|
$2,679,336,000 | 1.58% |
| Digital Rlty Tr Inc |
No change
17,050
|
$2,592,453,000 | 1.52% |
| Taiwan Semiconductor Mfg Ltd |
No change
14,570
|
$2,532,412,000 | 1.49% |
| Us Bancorp Del |
10.03%
59,953
|
$2,380,134,000 | 1.40% |
| American Tower Corp. |
0.99%
11,783
|
$2,290,380,000 | 1.35% |
| Emerson Elec Co |
No change
20,180
|
$2,223,029,000 | 1.31% |
| Archer Daniels Midland Co. |
No change
34,667
|
$2,095,620,000 | 1.23% |
| Cummins Inc. |
No change
7,372
|
$2,041,528,000 | 1.20% |
| Polaris Inc |
0.99%
25,952
|
$2,032,301,000 | 1.20% |
| Verizon Communications Inc |
No change
49,073
|
$2,023,771,000 | 1.19% |
| United Parcel Service, Inc. |
15.17%
12,905
|
$1,766,049,000 | 1.04% |
| Merck & Co Inc |
0.55%
13,458
|
$1,666,100,000 | 0.98% |
| Pentair plc |
22.76%
20,382
|
$1,562,688,000 | 0.92% |
| Deere & Co. |
No change
4,131
|
$1,543,466,000 | 0.91% |
| CVS Health Corp |
21.03%
25,258
|
$1,491,737,000 | 0.88% |
| Aflac Inc. |
No change
15,586
|
$1,391,986,000 | 0.82% |
| Pepsico Inc |
No change
8,004
|
$1,320,100,000 | 0.78% |
| Federal Rlty Invt Tr New |
0.19%
12,455
|
$1,257,581,000 | 0.74% |
| Crown Castle Inc |
3.17%
12,772
|
$1,247,824,000 | 0.73% |
| Glacier Bancorp, Inc. |
No change
31,439
|
$1,173,303,000 | 0.69% |
| Air Prods & Chems Inc |
12.15%
4,477
|
$1,155,290,000 | 0.68% |
| Automatic Data Processing In |
0.02%
4,541
|
$1,083,918,000 | 0.64% |
| Lockheed Martin Corp. |
No change
2,319
|
$1,083,205,000 | 0.64% |
| General Dynamics Corp. |
No change
3,338
|
$968,487,000 | 0.57% |
| Vanguard Index Fds |
1.19%
10,589
|
$1,492,207,000 | 0.88% |
| Johnson & Johnson |
2.14%
5,951
|
$869,798,000 | 0.51% |
| Clorox Co. |
7.60%
5,732
|
$782,246,000 | 0.46% |
| Vanguard Scottsdale Fds |
0.71%
9,802
|
$757,450,000 | 0.45% |
| Realty Income Corp. |
3.66%
14,170
|
$748,459,000 | 0.44% |
| Vanguard Bd Index Fds |
No change
11,781
|
$898,761,000 | 0.53% |
| Public Storage |
No change
2,400
|
$690,360,000 | 0.41% |
| Intel Corp. |
1.11%
22,252
|
$689,144,000 | 0.41% |
| Telus Corp. |
No change
45,084
|
$682,572,000 | 0.40% |
| Ishares Tr |
7.04%
25,016
|
$1,528,368,000 | 0.90% |
| Valero Energy Corp. |
No change
4,219
|
$661,370,000 | 0.39% |
| Enbridge Inc |
11.98%
18,361
|
$653,468,000 | 0.38% |
| Abbott Labs |
No change
6,027
|
$626,266,000 | 0.37% |
| Medtronic Plc |
0.87%
7,868
|
$619,290,000 | 0.36% |
| Bank New York Mellon Corp |
No change
10,262
|
$614,591,000 | 0.36% |
| Schwab Strategic Tr |
8.74%
7,653
|
$595,097,000 | 0.35% |
| Extra Space Storage Inc. |
No change
3,790
|
$589,004,000 | 0.35% |
| Altria Group Inc. |
No change
12,792
|
$582,694,000 | 0.34% |
| Essential Utils Inc |
No change
15,463
|
$577,234,000 | 0.34% |
| Trade Desk Inc |
No change
5,700
|
$556,719,000 | 0.33% |
| Sysco Corp. |
No change
7,445
|
$531,499,000 | 0.31% |
| International Flavors&fragra |
47.24%
4,937
|
$470,052,000 | 0.28% |
| Exxon Mobil Corp. |
No change
3,913
|
$450,465,000 | 0.26% |
| Whirlpool Corp. |
1.52%
4,332
|
$442,730,000 | 0.26% |
| Ecolab, Inc. |
No change
1,786
|
$425,068,000 | 0.25% |
| Procter And Gamble Co |
No change
2,387
|
$393,664,000 | 0.23% |
| Blackrock Inc. |
No change
500
|
$393,660,000 | 0.23% |
| Spdr Ser Tr |
7.47%
6,477
|
$700,305,000 | 0.41% |
| Pfizer Inc. |
Opened
12,685
|
$354,926,000 | 0.21% |
| Baxter International Inc. |
Opened
10,497
|
$351,125,000 | 0.21% |
| Proshares Tr |
0.41%
3,650
|
$350,875,000 | 0.21% |
| Fedex Corp |
No change
1,055
|
$316,331,000 | 0.19% |
| Philip Morris International Inc |
No change
3,075
|
$311,590,000 | 0.18% |
| Invesco Qqq Tr |
No change
650
|
$311,422,000 | 0.18% |
| Cognizant Technology Solutio |
1.22%
4,282
|
$291,176,000 | 0.17% |
| Colgate-Palmolive Co. |
No change
2,987
|
$289,858,000 | 0.17% |
| Paychex Inc. |
No change
2,350
|
$278,616,000 | 0.16% |
| Smith A O Corp |
4.90%
3,396
|
$277,725,000 | 0.16% |
| Ppg Inds Inc |
No change
2,075
|
$261,222,000 | 0.15% |
| Crowdstrike Holdings Inc |
No change
675
|
$258,653,000 | 0.15% |
| Conocophillips |
No change
2,190
|
$250,492,000 | 0.15% |
| NextEra Energy Inc |
Opened
3,303
|
$233,885,000 | 0.14% |
| NVIDIA Corp |
Opened
1,860
|
$229,784,000 | 0.14% |
| Vertex Pharmaceuticals, Inc. |
No change
485
|
$227,329,000 | 0.13% |
| Sl Green Rlty Corp |
Closed
4,063
|
$223,993,000 | |
| Phillips 66 |
No change
1,527
|
$215,567,000 | 0.13% |
| Hormel Foods Corp. |
Closed
6,075
|
$211,957,000 | |
| Price T Rowe Group Inc |
No change
1,770
|
$204,099,000 | 0.12% |
| No transactions found | |||
| Showing first 500 out of 93 holdings | |||
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