LOUDON INVESTMENT MANAGEMENT, LLC Diversified Active

CIK: 0001597089 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 5, 2014

Total Value ($000): $140,348 (100.0% shares, 0.0% debt)

Holdings (80)

INTC INTEL CORP 5.4%
Value ($000) $7,589 Shares 217,938 Est. Cost $17.92 Unrealized +43.6%
DOW CHEM CO 5.4%
Value ($000) $7,534 Shares 143,675 Est. Cost $44.40 Unrealized
CAH CARDINAL HEALTH INC 4.5%
Value ($000) $6,358 Shares 84,867 Est. Cost $44.20 Unrealized +20.7%
TEVA TEVA PHARMACEUTICAL INDS LTD 4.4%
Value ($000) $6,161 Shares 114,629 Est. Cost $40.40 Unrealized
TELFY TELEFONICA S A 3.5%
Value ($000) $4,946 Shares 321,795 Est. Cost $16.32 Unrealized
MSFT MICROSOFT CORP 3.5%
Value ($000) $4,919 Shares 106,115 Est. Cost $30.02 Unrealized +25.5%
CSCO CISCO SYS INC 3.3%
Value ($000) $4,698 Shares 186,664 Est. Cost $15.20 Unrealized +16.4%
KSS KOHLS CORP 3.3%
Value ($000) $4,610 Shares 75,534 Est. Cost $54.83 Unrealized +3.2%
TUPPERWARE BRANDS CORP 3.2%
Value ($000) $4,560 Shares 66,050 Est. Cost $78.87 Unrealized
GENERAL ELECTRIC CO 3.0%
Value ($000) $4,146 Shares 161,842 Est. Cost $28.03 Unrealized
COP CONOCOPHILLIPS 2.9%
Value ($000) $4,098 Shares 53,549 Est. Cost $48.40 Unrealized +17.1%
T AT&T INC 2.8%
Value ($000) $3,928 Shares 111,474 Est. Cost $11.16 Unrealized +6.7%
NATIONAL GRID PLC 2.7%
Value ($000) $3,771 Shares 52,457 Est. Cost $65.46 Unrealized
FCX FREEPORT-MCMORAN COPPER & GOLD INC. 2.6%
Value ($000) $3,643 Shares 111,590 Est. Cost $29.06 Unrealized +8.9%
ENSCO PLC 2.3%
Value ($000) $3,289 Shares 79,616 Est. Cost $55.03 Unrealized
COACH INC 2.3%
Value ($000) $3,275 Shares 91,969 Est. Cost $35.61 Unrealized
AFL AFLAC INC 2.3%
Value ($000) $3,208 Shares 55,073 Est. Cost $24.61 Unrealized -5.6%
EQUITY COMWLTH 2.3%
Value ($000) $3,172 Shares 123,368 Est. Cost $25.71 Unrealized
CAT CATERPILLAR INC DEL 2.2%
Value ($000) $3,060 Shares 30,903 Est. Cost $62.67 Unrealized +26.5%
DLR DIGITAL RLTY TR INC 1.7%
Value ($000) $2,352 Shares 37,710 Est. Cost $34.47 Unrealized +20.8%
DE DEERE & CO 1.5%
Value ($000) $2,143 Shares 26,139 Est. Cost $67.55 Unrealized +2.7%
ABBV ABBVIE INC 1.5%
Value ($000) $2,119 Shares 36,681 Est. Cost $30.39 Unrealized +15.8%
XOM EXXON MOBIL CORP 1.5%
Value ($000) $2,088 Shares 22,199 Est. Cost $55.94 Unrealized +9.9%
EPD ENTERPRISE PRODS PARTNERS L 1.4%
Value ($000) $2,011 Shares 49,893 Est. Cost $53.52 Unrealized
HCP INC 1.4%
Value ($000) $2,009 Shares 50,600 Est. Cost $38.95 Unrealized
PEP PEPSICO INC 1.4%
Value ($000) $1,986 Shares 21,331 Est. Cost $57.75 Unrealized +12.3%
VLO VALERO ENERGY CORP NEW 1.3%
Value ($000) $1,829 Shares 39,520 Est. Cost $26.85 Unrealized +21.5%
SYY SYSCO CORP 1.2%
Value ($000) $1,724 Shares 45,428 Est. Cost $24.38 Unrealized +13.1%
LINN ENERGY LLC 1.1%
Value ($000) $1,487 Shares 49,350 Est. Cost $30.79 Unrealized
CLX CLOROX CO DEL 1.1%
Value ($000) $1,480 Shares 15,415 Est. Cost $63.81 Unrealized +2.9%
ATLAS ENERGY LP 1.0%
Value ($000) $1,458 Shares 33,138 Est. Cost $46.86 Unrealized
PIONEER NAT RES CO 1.0%
Value ($000) $1,456 Shares 7,392 Est. Cost $184.09 Unrealized
GBCI GLACIER BANCORP INC NEW 1.0%
Value ($000) $1,393 Shares 53,867 Est. Cost $18.75 Unrealized -1.5%
LINNCO LLC 1.0%
Value ($000) $1,385 Shares 47,850 Est. Cost $29.55 Unrealized
TU TELUS CORP 1.0%
Value ($000) $1,350 Shares 39,486 Est. Cost $17.25 Unrealized +3.4%
AMERICA MOVIL SAB DE CV 0.9%
Value ($000) $1,330 Shares 52,772 Est. Cost $23.36 Unrealized
PEB PEBBLEBROOK HOTEL TR 0.9%
Value ($000) $1,320 Shares 35,355 Est. Cost $30.75 Unrealized
WFC WELLS FARGO & CO NEW 0.9%
Value ($000) $1,274 Shares 24,560 Est. Cost $30.76 Unrealized +21.6%
SUNOCO LOGISTICS PRTNRS L P 0.9%
Value ($000) $1,220 Shares 25,278 Est. Cost $61.30 Unrealized
PSA PUBLIC STORAGE 0.8%
Value ($000) $1,109 Shares 6,688 Est. Cost $100.16 Unrealized +10.3%
VCSH VANGUARD SHORT-TERM CORP BOND ETF 0.7%
Value ($000) $1,036 Shares 12,974 Est. Cost $79.91 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.7%
Value ($000) $978 Shares 10,174 Est. Cost $63.37 Unrealized +7.4%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $948 Shares 4,810 Est. Cost $184.71 Unrealized
ROYAL DUTCH SHELL PLC 0.6%
Value ($000) $892 Shares 11,716 Est. Cost $71.25 Unrealized
PAYX PAYCHEX INC 0.5%
Value ($000) $762 Shares 17,250 Est. Cost $29.42 Unrealized +1.1%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $652 Shares 13,050 Est. Cost $27.80 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $632 Shares 5,296 Est. Cost $72.49 Unrealized +8.3%
TOTAL S A 0.4%
Value ($000) $620 Shares 9,616 Est. Cost $61.39 Unrealized
ENERPLUS CORP 0.4%
Value ($000) $609 Shares 32,095 Est. Cost $18.51 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $605 Shares 14,549 Est. Cost $29.23 Unrealized +16.7%
BSV VANGUARD ST BOND INDEX FUND ETF 0.4%
Value ($000) $593 Shares 7,407 Est. Cost $79.96 Unrealized
HWKN HAWKINS INC 0.4%
Value ($000) $591 Shares 16,436 Est. Cost $18.30 Unrealized -1.1%
DIAMOND OFFSHORE DRILLING IN 0.4%
Value ($000) $576 Shares 16,796 Est. Cost $51.99 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 0.4%
Value ($000) $553 Shares 7,700 Est. Cost $64.55 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $534 Shares 5,012 Est. Cost $65.75 Unrealized +14.9%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $522 Shares 8,000 Est. Cost $48.40 Unrealized +4.7%
AQUA AMERICA INC 0.4%
Value ($000) $519 Shares 22,052 Est. Cost $23.58 Unrealized
DU PONT E I DE NEMOURS & CO 0.4%
Value ($000) $517 Shares 7,207 Est. Cost $64.94 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $449 Shares 4,460 Est. Cost $18.35 Unrealized +17.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $434 Shares 21,492 Est. Cost $17.45 Unrealized
SFNC SIMMONS 1ST NATL CORP 0.3%
Value ($000) $427 Shares 11,085 Est. Cost $16.87 Unrealized +17.6%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $386 Shares 5,300 Est. Cost $51.46 Unrealized +9.4%
BAX BAXTER INTL INC 0.3%
Value ($000) $385 Shares 5,361 Est. Cost $29.28 Unrealized +14.2%
USB US BANCORP DEL 0.3%
Value ($000) $354 Shares 8,466 Est. Cost $25.38 Unrealized +12.0%
TBT ULTRASHORT 20+ YEAR TREASURY 0.3%
Value ($000) $353 Shares 6,262 Est. Cost $76.58 Unrealized
CWT CALIFORNIA WTR SVC GROUP 0.2%
Value ($000) $339 Shares 15,120 Est. Cost $16.72 Unrealized +10.6%
PENGROWTH ENERGY CORP 0.2%
Value ($000) $327 Shares 62,935 Est. Cost $6.20 Unrealized
MEXICO FD INC 0.2%
Value ($000) $314 Shares 11,430 Est. Cost $29.31 Unrealized
CA INC 0.2%
Value ($000) $307 Shares 10,992 Est. Cost $32.97 Unrealized
GLD SPDR GOLD TRUST 0.2%
Value ($000) $287 Shares 2,470 Est. Cost $116.20 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $282 Shares 4,400 Est. Cost $67.10 Unrealized
SPECTRA ENERGY CORP 0.2%
Value ($000) $278 Shares 7,072 Est. Cost $35.63 Unrealized
BIV VANGUARD INT. BOND INDEX FUND ETF 0.2%
Value ($000) $272 Shares 3,234 Est. Cost $81.72 Unrealized
PBA PEMBINA PIPELINE CORP 0.2%
Value ($000) $272 Shares 6,450 Est. Cost $17.57 Unrealized +38.4%
PSX PHILLIPS 66 0.2%
Value ($000) $258 Shares 3,177 Est. Cost $43.41 Unrealized +27.0%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $252 Shares 2,475 Est. Cost $65.05 Unrealized +22.2%
DEM WISDOMTREE TR EMERG MKTS ETF 0.2%
Value ($000) $211 Shares 4,423 Est. Cost $51.08 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $206 Shares 2,463 Est. Cost $59.73 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $177 Shares 10,800 Est. Cost $16.39 Unrealized
PENN VA CORP 0.1%
Value ($000) $151 Shares 11,914 Est. Cost $9.45 Unrealized