Loudon Investment Management, LLC quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Loudon Investment Management, LLC opened 3 positions, added to 12, reduced 5, sold out of 1 and left 2 unchanged. The largest increase in value was XLK (+$4,363,794); the largest decrease was XLP (-$694,535).
- SPY: Country of operation —; Class COM; Shares 2026-03-31 9,282; Shares 2026-06-30 9,042.
- XLB: Country of operation —; Class COM; Shares 2026-03-31 13,915; Shares 2026-06-30 6,580.
- XLE: Country of operation —; Class COM; Shares 2026-03-31 14,356; Shares 2026-06-30 13,215.
- VTI: Country of operation —; Class COM; Shares 2026-03-31 3,254; Shares 2026-06-30 3,208.
Two Form 13F-HR filings compared (SEC CIK 1597089): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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