LOUDON INVESTMENT MANAGEMENT, LLC Diversified Active

CIK: 0001597089 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 16, 2015

Total Value ($000): $131,962 (100.0% shares, 0.0% debt)

Holdings (78)

DOW CHEM CO 5.1%
Value ($000) $6,748 Shares 140,648 Est. Cost $44.40 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 5.0%
Value ($000) $6,624 Shares 106,324 Est. Cost $40.40 Unrealized
CAH CARDINAL HEALTH INC 4.8%
Value ($000) $6,292 Shares 69,702 Est. Cost $44.20 Unrealized +44.0%
KSS KOHLS CORP 4.3%
Value ($000) $5,637 Shares 72,042 Est. Cost $54.83 Unrealized +24.1%
SPY SPDR S&P 500 ETF TR 4.0%
Value ($000) $5,299 Shares 25,668 Est. Cost $202.47 Unrealized
CSCO CISCO SYS INC 3.8%
Value ($000) $4,960 Shares 180,199 Est. Cost $15.20 Unrealized +32.2%
INTC INTEL CORP 3.7%
Value ($000) $4,893 Shares 156,487 Est. Cost $17.92 Unrealized +45.1%
TELFY TELEFONICA S A 3.6%
Value ($000) $4,720 Shares 328,917 Est. Cost $16.28 Unrealized
GENERAL ELECTRIC CO 3.4%
Value ($000) $4,490 Shares 180,988 Est. Cost $27.68 Unrealized
MSFT MICROSOFT CORP 3.2%
Value ($000) $4,257 Shares 104,712 Est. Cost $30.02 Unrealized +24.1%
COACH INC 3.0%
Value ($000) $3,938 Shares 95,044 Est. Cost $35.76 Unrealized
T AT&T INC 2.9%
Value ($000) $3,784 Shares 115,895 Est. Cost $11.18 Unrealized +5.4%
AFL AFLAC INC 2.6%
Value ($000) $3,406 Shares 53,208 Est. Cost $24.61 Unrealized -4.1%
NATIONAL GRID PLC 2.5%
Value ($000) $3,296 Shares 51,012 Est. Cost $65.46 Unrealized
COP CONOCOPHILLIPS 2.5%
Value ($000) $3,278 Shares 52,648 Est. Cost $48.40 Unrealized -5.8%
TUPPERWARE BRANDS CORP 2.4%
Value ($000) $3,193 Shares 46,265 Est. Cost $73.76 Unrealized
DLR DIGITAL RLTY TR INC 2.1%
Value ($000) $2,763 Shares 41,885 Est. Cost $35.63 Unrealized +29.3%
HCP INC 1.9%
Value ($000) $2,572 Shares 59,517 Est. Cost $39.70 Unrealized
CAT CATERPILLAR INC DEL 1.8%
Value ($000) $2,419 Shares 30,220 Est. Cost $62.67 Unrealized +0.7%
DE DEERE & CO 1.8%
Value ($000) $2,353 Shares 26,830 Est. Cost $67.70 Unrealized +7.8%
ABBV ABBVIE INC 1.6%
Value ($000) $2,116 Shares 36,154 Est. Cost $30.39 Unrealized +27.8%
VLO VALERO ENERGY CORP NEW 1.6%
Value ($000) $2,049 Shares 32,200 Est. Cost $26.85 Unrealized +36.2%
XOM EXXON MOBIL CORP 1.6%
Value ($000) $2,049 Shares 24,100 Est. Cost $55.91 Unrealized -0.6%
PEP PEPSICO INC 1.5%
Value ($000) $1,927 Shares 20,152 Est. Cost $57.75 Unrealized +20.7%
IBM INTERNATIONAL BUSINESS MACHS 1.3%
Value ($000) $1,755 Shares 10,934 Est. Cost $98.25 Unrealized -1.8%
ENSCO PLC 1.3%
Value ($000) $1,751 Shares 83,100 Est. Cost $50.13 Unrealized
DEO DIAGEO P L C 1.3%
Value ($000) $1,748 Shares 15,810 Est. Cost $110.56 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 1.3%
Value ($000) $1,653 Shares 50,193 Est. Cost $53.52 Unrealized
SYY SYSCO CORP 1.2%
Value ($000) $1,642 Shares 43,523 Est. Cost $24.38 Unrealized +21.2%
CLX CLOROX CO DEL 1.2%
Value ($000) $1,579 Shares 14,307 Est. Cost $63.81 Unrealized +25.3%
PEB PEBBLEBROOK HOTEL TR 1.1%
Value ($000) $1,485 Shares 31,888 Est. Cost $30.75 Unrealized
EQUITY COMWLTH 1.1%
Value ($000) $1,474 Shares 55,520 Est. Cost $25.71 Unrealized
FCX FREEPORT-MCMORAN COPPER & GOLD INC. 1.1%
Value ($000) $1,441 Shares 76,038 Est. Cost $24.48 Unrealized -28.0%
WFC WELLS FARGO & CO NEW 1.0%
Value ($000) $1,377 Shares 25,308 Est. Cost $31.03 Unrealized +28.4%
GBCI GLACIER BANCORP INC NEW 1.0%
Value ($000) $1,355 Shares 53,867 Est. Cost $18.75 Unrealized -7.8%
TU TELUS CORP 0.9%
Value ($000) $1,221 Shares 36,736 Est. Cost $17.25 Unrealized +0.2%
PIONEER NAT RES CO 0.9%
Value ($000) $1,209 Shares 7,392 Est. Cost $184.09 Unrealized
AMERICA MOVIL SAB DE CV 0.8%
Value ($000) $1,080 Shares 52,772 Est. Cost $23.36 Unrealized
PSA PUBLIC STORAGE 0.8%
Value ($000) $1,050 Shares 5,326 Est. Cost $100.16 Unrealized +29.1%
SUNOCO LOGISTICS PRTNRS L P 0.8%
Value ($000) $1,045 Shares 25,278 Est. Cost $61.30 Unrealized
VCSH VANGUARD SHORT-TERM CORP BOND ETF 0.7%
Value ($000) $908 Shares 11,324 Est. Cost $79.91 Unrealized
PAYX PAYCHEX INC 0.6%
Value ($000) $760 Shares 15,318 Est. Cost $29.42 Unrealized +18.8%
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $699 Shares 11,716 Est. Cost $71.25 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 0.5%
Value ($000) $649 Shares 7,700 Est. Cost $64.55 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $643 Shares 13,219 Est. Cost $27.80 Unrealized -0.6%
ABT ABBOTT LABS 0.5%
Value ($000) $637 Shares 13,749 Est. Cost $29.23 Unrealized +28.0%
BSV VANGUARD ST BOND INDEX FUND ETF 0.5%
Value ($000) $637 Shares 7,907 Est. Cost $80.00 Unrealized
AQUA AMERICA INC 0.4%
Value ($000) $581 Shares 22,052 Est. Cost $23.58 Unrealized
TARGA RESOURCES PARTNERS LP 0.4%
Value ($000) $574 Shares 5,994 Est. Cost $95.76 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $564 Shares 5,372 Est. Cost $72.41 Unrealized -7.6%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $541 Shares 7,800 Est. Cost $48.40 Unrealized +10.9%
AAPL APPLE INC 0.4%
Value ($000) $520 Shares 4,180 Est. Cost $18.35 Unrealized +46.3%
HWKN HAWKINS INC 0.4%
Value ($000) $510 Shares 13,436 Est. Cost $18.30 Unrealized +6.7%
BAX BAXTER INTL INC 0.4%
Value ($000) $507 Shares 7,405 Est. Cost $29.94 Unrealized +5.7%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $492 Shares 4,888 Est. Cost $65.75 Unrealized +14.2%
DU PONT E I DE NEMOURS & CO 0.4%
Value ($000) $491 Shares 6,864 Est. Cost $64.94 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.3%
Value ($000) $445 Shares 6,099 Est. Cost $63.25 Unrealized -11.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $441 Shares 18,783 Est. Cost $17.45 Unrealized
TOTAL S A 0.3%
Value ($000) $414 Shares 8,341 Est. Cost $61.39 Unrealized
CWT CALIFORNIA WTR SVC GROUP 0.3%
Value ($000) $371 Shares 15,120 Est. Cost $16.72 Unrealized +17.7%
USB US BANCORP DEL 0.3%
Value ($000) $370 Shares 8,466 Est. Cost $25.38 Unrealized +17.4%
LINNCO LLC 0.3%
Value ($000) $367 Shares 38,325 Est. Cost $21.10 Unrealized
TBT ULTRASHORT 20+ YEAR TREASURY 0.3%
Value ($000) $365 Shares 8,722 Est. Cost $66.97 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $360 Shares 4,200 Est. Cost $51.46 Unrealized +31.9%
CA INC 0.3%
Value ($000) $339 Shares 10,399 Est. Cost $32.96 Unrealized
NUS NU SKIN ENTERPRISES INC 0.3%
Value ($000) $331 Shares 5,500 Est. Cost $30.91 Unrealized +15.3%
ENERPLUS CORP 0.2%
Value ($000) $329 Shares 32,425 Est. Cost $17.79 Unrealized
GLD SPDR GOLD TRUST 0.2%
Value ($000) $309 Shares 2,720 Est. Cost $115.96 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $282 Shares 4,400 Est. Cost $67.10 Unrealized
BIV VANGUARD INT. BOND INDEX FUND ETF 0.2%
Value ($000) $279 Shares 3,234 Est. Cost $81.72 Unrealized
SPECTRA ENERGY CORP 0.2%
Value ($000) $264 Shares 7,305 Est. Cost $35.65 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $252 Shares 3,212 Est. Cost $43.48 Unrealized +13.3%
MEXICO FD INC 0.2%
Value ($000) $245 Shares 11,430 Est. Cost $29.31 Unrealized
LINN ENERGY LLC 0.1%
Value ($000) $177 Shares 16,000 Est. Cost $11.06 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $172 Shares 10,800 Est. Cost $16.39 Unrealized
ATLAS ENERGY LP 0.1%
Value ($000) $100 Shares 16,569 Est. Cost $46.86 Unrealized
PENN VA CORP 0.1%
Value ($000) $77 Shares 11,914 Est. Cost $9.45 Unrealized
PENGROWTH ENERGY CORP 0.0%
Value ($000) $32 Shares 10,700 Est. Cost $2.99 Unrealized