StockDriftsStockDriftsTop 50 Loudon Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 5.48% | 27.5K | $10.2M | +0.97%(+265) | $73.92(+428.24%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 4.47% | 62.4K | $8.3M | -6.88%(-4.61K) | $76.18(+137.05%) | 2026-03-31 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 4.44% | 217.9K | $8.2M | +0.00%(+0) | $24.21(+51.81%) | 2026-03-31 | |
| FAST | FASTENAL CO | 3.94% | 157.9K | $7.3M | -0.44%(-700) | $10.52(+361.94%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.25% | 9.3K | $6.0M | -1.28%(-120) | $333.82(+123.11%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 3% | 71.8K | $5.6M | -0.33%(-235) | $23.19(+385.98%) | 2026-03-31 | |
| TFC | TRUIST FINL CORP | 2.95% | 119.1K | $5.5M | -1.41%(-1.70K) | $33.51(+52.13%) | 2026-03-31 | |
| G | GENPACT LIMITED | 2.91% | 145.3K | $5.4M | +0.00%(+0) | $34.34(-15.26%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.84% | 7.4K | $5.3M | -0.20%(-15) | $89.19(+980.34%) | 2026-03-31 | |
| O | REALTY INCOME CORP | 2.76% | 83.8K | $5.1M | +0.96%(+800) | $58.50(+9.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.24% | +33.98% |
| Top 20 Holdings Unweighted | +11.77% | +39.62% |
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