LOUDON INVESTMENT MANAGEMENT, LLC Diversified Active

CIK: 0001597089 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 24, 2014

Total Value ($000): $138,535 (100.0% shares, 0.0% debt)

Holdings (82)

DOW CHEM CO 5.2%
Value ($000) $7,151 Shares 147,160 Est. Cost $44.40 Unrealized
TELFY TELEFONICA S A 4.6%
Value ($000) $6,426 Shares 406,955 Est. Cost $16.32 Unrealized
CAH CARDINAL HEALTH INC 4.6%
Value ($000) $6,382 Shares 91,192 Est. Cost $44.20 Unrealized +14.2%
TEVA TEVA PHARMACEUTICAL INDS LTD 4.5%
Value ($000) $6,203 Shares 117,399 Est. Cost $40.40 Unrealized
INTC INTEL CORP 4.4%
Value ($000) $6,056 Shares 234,613 Est. Cost $17.92 Unrealized +4.2%
MSFT MICROSOFT CORP 3.1%
Value ($000) $4,343 Shares 105,955 Est. Cost $30.02 Unrealized +4.1%
KSS KOHLS CORP 3.1%
Value ($000) $4,264 Shares 75,074 Est. Cost $54.83 Unrealized -2.2%
CSCO CISCO SYS INC 3.0%
Value ($000) $4,192 Shares 187,014 Est. Cost $15.20 Unrealized +0.6%
GENERAL ELECTRIC CO 3.0%
Value ($000) $4,183 Shares 161,587 Est. Cost $28.03 Unrealized
T AT&T INC 2.8%
Value ($000) $3,905 Shares 111,344 Est. Cost $11.16 Unrealized -2.8%
COP CONOCOPHILLIPS 2.8%
Value ($000) $3,838 Shares 54,549 Est. Cost $48.40 Unrealized -6.2%
AFL AFLAC INC 2.7%
Value ($000) $3,679 Shares 58,353 Est. Cost $24.61 Unrealized -2.5%
ENSCO PLC 2.6%
Value ($000) $3,662 Shares 69,376 Est. Cost $57.11 Unrealized
NATIONAL GRID PLC 2.6%
Value ($000) $3,645 Shares 53,022 Est. Cost $65.33 Unrealized
STAPLES INC 2.5%
Value ($000) $3,506 Shares 309,177 Est. Cost $15.83 Unrealized
CAT CATERPILLAR INC DEL 2.4%
Value ($000) $3,324 Shares 33,453 Est. Cost $62.67 Unrealized +11.2%
COMMONWEALTH REIT 2.4%
Value ($000) $3,280 Shares 124,713 Est. Cost $23.49 Unrealized
DE DEERE & CO 1.6%
Value ($000) $2,255 Shares 24,839 Est. Cost $67.46 Unrealized +3.9%
XOM EXXON MOBIL CORP 1.6%
Value ($000) $2,211 Shares 22,633 Est. Cost $55.94 Unrealized +3.8%
ABBV ABBVIE INC 1.6%
Value ($000) $2,194 Shares 42,681 Est. Cost $30.39 Unrealized +3.6%
VLO VALERO ENERGY CORP NEW 1.6%
Value ($000) $2,162 Shares 40,720 Est. Cost $26.85 Unrealized +22.2%
TUPPERWARE BRANDS CORP 1.5%
Value ($000) $2,053 Shares 24,505 Est. Cost $83.78 Unrealized
SYY SYSCO CORP 1.5%
Value ($000) $2,033 Shares 56,278 Est. Cost $24.38 Unrealized +7.1%
DIAMOND OFFSHORE DRILLING IN 1.3%
Value ($000) $1,850 Shares 37,945 Est. Cost $54.15 Unrealized
PEP PEPSICO INC 1.3%
Value ($000) $1,839 Shares 22,026 Est. Cost $57.75 Unrealized -1.5%
FCX FREEPORT-MCMORAN COPPER & GOLD INC. 1.3%
Value ($000) $1,832 Shares 55,400 Est. Cost $28.47 Unrealized 0.0%
PIONEER NAT RES CO 1.3%
Value ($000) $1,758 Shares 9,392 Est. Cost $184.09 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 1.3%
Value ($000) $1,745 Shares 25,154 Est. Cost $66.31 Unrealized
GBCI GLACIER BANCORP INC NEW 1.1%
Value ($000) $1,566 Shares 53,867 Est. Cost $18.75 Unrealized +1.2%
HCP INC 1.1%
Value ($000) $1,472 Shares 37,940 Est. Cost $38.16 Unrealized
LINN ENERGY LLC 1.0%
Value ($000) $1,434 Shares 50,650 Est. Cost $30.79 Unrealized
ATLAS ENERGY LP 1.0%
Value ($000) $1,426 Shares 33,138 Est. Cost $46.86 Unrealized
TU TELUS CORP 1.0%
Value ($000) $1,420 Shares 39,486 Est. Cost $17.25 Unrealized -0.0%
PEB PEBBLEBROOK HOTEL TR 1.0%
Value ($000) $1,393 Shares 41,260 Est. Cost $30.75 Unrealized
CLX CLOROX CO DEL 1.0%
Value ($000) $1,381 Shares 15,690 Est. Cost $63.81 Unrealized -1.7%
WFC WELLS FARGO & CO NEW 0.9%
Value ($000) $1,231 Shares 24,740 Est. Cost $30.76 Unrealized +8.6%
LINNCO LLC 0.9%
Value ($000) $1,205 Shares 44,565 Est. Cost $29.55 Unrealized
SUNOCO LOGISTICS PRTNRS L P 0.8%
Value ($000) $1,149 Shares 12,639 Est. Cost $75.49 Unrealized
PSA PUBLIC STORAGE 0.8%
Value ($000) $1,127 Shares 6,688 Est. Cost $100.16 Unrealized +2.2%
DLR DIGITAL RLTY TR INC 0.8%
Value ($000) $1,123 Shares 21,150 Est. Cost $33.12 Unrealized 0.0%
VCSH VANGUARD SHORT-TERM CORP BOND ETF 0.8%
Value ($000) $1,064 Shares 13,304 Est. Cost $79.91 Unrealized
AMERICA MOVIL SAB DE CV 0.8%
Value ($000) $1,049 Shares 52,772 Est. Cost $23.36 Unrealized
PAYX PAYCHEX INC 0.7%
Value ($000) $992 Shares 23,275 Est. Cost $29.42 Unrealized +0.2%
OXY OCCIDENTAL PETE CORP DEL 0.7%
Value ($000) $969 Shares 10,174 Est. Cost $63.37 Unrealized -1.4%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $969 Shares 5,181 Est. Cost $184.71 Unrealized
TOTAL S A 0.6%
Value ($000) $890 Shares 13,561 Est. Cost $61.28 Unrealized
ROYAL DUTCH SHELL PLC 0.6%
Value ($000) $883 Shares 12,091 Est. Cost $71.25 Unrealized
HWKN HAWKINS INC 0.6%
Value ($000) $817 Shares 22,236 Est. Cost $18.30 Unrealized -2.5%
SFNC SIMMONS 1ST NATL CORP 0.6%
Value ($000) $786 Shares 21,085 Est. Cost $16.87 Unrealized +6.7%
ABT ABBOTT LABS 0.6%
Value ($000) $774 Shares 20,099 Est. Cost $29.23 Unrealized +5.1%
ENERPLUS CORP 0.5%
Value ($000) $742 Shares 37,045 Est. Cost $18.51 Unrealized
USB US BANCORP DEL 0.5%
Value ($000) $684 Shares 15,966 Est. Cost $25.38 Unrealized +7.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value ($000) $653 Shares 32,605 Est. Cost $17.45 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $648 Shares 5,446 Est. Cost $72.49 Unrealized -2.9%
BSV VANGUARD ST BOND INDEX FUND ETF 0.5%
Value ($000) $640 Shares 7,985 Est. Cost $79.96 Unrealized
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $597 Shares 9,200 Est. Cost $48.40 Unrealized -1.0%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $586 Shares 5,962 Est. Cost $65.75 Unrealized +1.3%
AQUA AMERICA INC 0.4%
Value ($000) $553 Shares 22,052 Est. Cost $23.58 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 0.4%
Value ($000) $544 Shares 7,700 Est. Cost $64.55 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $494 Shares 6,400 Est. Cost $51.46 Unrealized +1.9%
GLD SPDR GOLD TRUST 0.4%
Value ($000) $488 Shares 3,950 Est. Cost $116.20 Unrealized
DU PONT E I DE NEMOURS & CO 0.3%
Value ($000) $484 Shares 7,207 Est. Cost $64.94 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $445 Shares 830 Est. Cost $16.37 Unrealized +1.3%
TBT ULTRASHORT 20+ YEAR TREASURY 0.3%
Value ($000) $423 Shares 6,262 Est. Cost $76.58 Unrealized
BAX BAXTER INTL INC 0.3%
Value ($000) $390 Shares 5,296 Est. Cost $29.24 Unrealized +3.8%
PENGROWTH ENERGY CORP 0.3%
Value ($000) $388 Shares 63,735 Est. Cost $6.20 Unrealized
PENN VA CORP 0.3%
Value ($000) $383 Shares 21,914 Est. Cost $9.45 Unrealized
PBA PEMBINA PIPELINE CORP 0.3%
Value ($000) $379 Shares 9,950 Est. Cost $17.57 Unrealized +8.7%
CWT CALIFORNIA WTR SVC GROUP 0.3%
Value ($000) $362 Shares 15,120 Est. Cost $16.72 Unrealized +6.4%
TAP MOLSON COORS BREWING CO 0.3%
Value ($000) $351 Shares 5,963 Est. Cost $39.85 Unrealized +5.2%
MEXICO FD INC 0.2%
Value ($000) $308 Shares 11,430 Est. Cost $29.31 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $296 Shares 4,400 Est. Cost $67.10 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $296 Shares 6,200 Est. Cost $16.17 Unrealized +9.8%
CA INC 0.2%
Value ($000) $296 Shares 9,567 Est. Cost $33.66 Unrealized
BIV VANGUARD INT. BOND INDEX FUND ETF 0.2%
Value ($000) $288 Shares 3,451 Est. Cost $81.72 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $277 Shares 3,400 Est. Cost $59.45 Unrealized +3.1%
SPECTRA ENERGY CORP 0.2%
Value ($000) $261 Shares 7,072 Est. Cost $35.63 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $251 Shares 2,575 Est. Cost $65.05 Unrealized +0.7%
DEM WISDOMTREE TR EMERG MKTS ETF 0.2%
Value ($000) $246 Shares 5,009 Est. Cost $51.08 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $245 Shares 3,177 Est. Cost $43.41 Unrealized +14.8%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $231 Shares 2,863 Est. Cost $58.01 Unrealized -2.6%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $215 Shares 9,385 Est. Cost $14.61 Unrealized 0.0%