LOUDON INVESTMENT MANAGEMENT, LLC Diversified Active

CIK: 0001597089 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 3, 2015

Total Value ($000): $131,979 (100.0% shares, 0.0% debt)

Holdings (78)

DOW CHEM CO 5.3%
Value ($000) $7,023 Shares 137,248 Est. Cost $44.40 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 4.5%
Value ($000) $5,897 Shares 99,774 Est. Cost $40.40 Unrealized
FAST FASTENAL CO 3.8%
Value ($000) $5,072 Shares 120,249 Est. Cost $7.94 Unrealized 0.0%
CSCO CISCO SYS INC 3.7%
Value ($000) $4,946 Shares 180,099 Est. Cost $15.20 Unrealized +35.7%
CAH CARDINAL HEALTH INC 3.6%
Value ($000) $4,815 Shares 57,567 Est. Cost $44.20 Unrealized +48.3%
GENERAL ELECTRIC CO 3.6%
Value ($000) $4,781 Shares 179,939 Est. Cost $27.68 Unrealized
TUPPERWARE BRANDS CORP 3.6%
Value ($000) $4,762 Shares 73,785 Est. Cost $70.32 Unrealized
INTC INTEL CORP 3.6%
Value ($000) $4,755 Shares 156,338 Est. Cost $17.92 Unrealized +40.0%
MSFT MICROSOFT CORP 3.5%
Value ($000) $4,627 Shares 104,812 Est. Cost $30.02 Unrealized +30.9%
IBM INTERNATIONAL BUSINESS MACHS 3.5%
Value ($000) $4,559 Shares 28,028 Est. Cost $101.14 Unrealized +1.8%
TELFY TELEFONICA S A 3.4%
Value ($000) $4,520 Shares 318,341 Est. Cost $16.28 Unrealized
KSS KOHLS CORP 3.4%
Value ($000) $4,490 Shares 71,717 Est. Cost $54.83 Unrealized +26.6%
T AT&T INC 3.2%
Value ($000) $4,197 Shares 118,150 Est. Cost $11.20 Unrealized +9.0%
COACH INC 2.5%
Value ($000) $3,337 Shares 96,419 Est. Cost $35.75 Unrealized
AFL AFLAC INC 2.5%
Value ($000) $3,264 Shares 52,473 Est. Cost $24.61 Unrealized +0.1%
NATIONAL GRID PLC 2.4%
Value ($000) $3,178 Shares 49,212 Est. Cost $65.46 Unrealized
COP CONOCOPHILLIPS 2.4%
Value ($000) $3,175 Shares 51,698 Est. Cost $48.40 Unrealized -4.1%
CAT CATERPILLAR INC DEL 2.1%
Value ($000) $2,831 Shares 33,378 Est. Cost $62.97 Unrealized +4.6%
DLR DIGITAL RLTY TR INC 2.1%
Value ($000) $2,812 Shares 42,165 Est. Cost $35.63 Unrealized +25.6%
DE DEERE & CO 2.0%
Value ($000) $2,639 Shares 27,189 Est. Cost $67.80 Unrealized +11.2%
VCSH VANGUARD SHORT-TERM CORP BOND ETF 1.9%
Value ($000) $2,541 Shares 31,934 Est. Cost $79.69 Unrealized
HCP INC 1.9%
Value ($000) $2,449 Shares 67,147 Est. Cost $39.33 Unrealized
ABBV ABBVIE INC 1.8%
Value ($000) $2,414 Shares 35,929 Est. Cost $30.39 Unrealized +39.3%
XOM EXXON MOBIL CORP 1.6%
Value ($000) $2,110 Shares 25,364 Est. Cost $55.83 Unrealized -2.8%
ENSCO PLC 1.5%
Value ($000) $2,020 Shares 90,715 Est. Cost $47.79 Unrealized
VLO VALERO ENERGY CORP NEW 1.5%
Value ($000) $1,983 Shares 31,680 Est. Cost $26.85 Unrealized +45.0%
DEO DIAGEO P L C 1.4%
Value ($000) $1,835 Shares 15,810 Est. Cost $110.56 Unrealized
PEP PEPSICO INC 1.4%
Value ($000) $1,806 Shares 19,352 Est. Cost $57.75 Unrealized +20.0%
GBCI GLACIER BANCORP INC NEW 1.2%
Value ($000) $1,585 Shares 53,867 Est. Cost $18.75 Unrealized +3.0%
FCX FREEPORT-MCMORAN COPPER & GOLD INC. 1.1%
Value ($000) $1,495 Shares 80,300 Est. Cost $24.16 Unrealized -23.5%
EPD ENTERPRISE PRODS PARTNERS L 1.1%
Value ($000) $1,470 Shares 49,193 Est. Cost $53.52 Unrealized
WFC WELLS FARGO & CO NEW 1.1%
Value ($000) $1,451 Shares 25,808 Est. Cost $31.23 Unrealized +32.5%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $1,410 Shares 6,851 Est. Cost $202.47 Unrealized
TU TELUS CORP 1.0%
Value ($000) $1,263 Shares 36,671 Est. Cost $17.25 Unrealized -0.5%
CLX CLOROX CO DEL 1.0%
Value ($000) $1,258 Shares 12,097 Est. Cost $63.81 Unrealized +25.4%
PEB PEBBLEBROOK HOTEL TR 0.8%
Value ($000) $1,112 Shares 25,938 Est. Cost $30.75 Unrealized
PSA PUBLIC STORAGE 0.7%
Value ($000) $982 Shares 5,326 Est. Cost $100.16 Unrealized +26.0%
SUNOCO LOGISTICS PRTNRS L P 0.7%
Value ($000) $961 Shares 25,278 Est. Cost $61.30 Unrealized
LINNCO LLC 0.7%
Value ($000) $861 Shares 91,100 Est. Cost $14.35 Unrealized
SYY SYSCO CORP 0.6%
Value ($000) $747 Shares 20,687 Est. Cost $24.38 Unrealized +16.0%
BSV VANGUARD ST BOND INDEX FUND ETF 0.5%
Value ($000) $669 Shares 8,342 Est. Cost $80.01 Unrealized
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $657 Shares 11,516 Est. Cost $71.25 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $616 Shares 13,219 Est. Cost $27.80 Unrealized +1.9%
VNQ VANGUARD INDEX FDS REIT ETF 0.4%
Value ($000) $575 Shares 7,700 Est. Cost $64.55 Unrealized
PIONEER NAT RES CO 0.4%
Value ($000) $540 Shares 3,892 Est. Cost $184.09 Unrealized
AQUA AMERICA INC 0.4%
Value ($000) $540 Shares 22,052 Est. Cost $23.58 Unrealized
TARGA RESOURCES PARTNERS LP 0.4%
Value ($000) $535 Shares 5,994 Est. Cost $95.76 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $534 Shares 10,874 Est. Cost $29.23 Unrealized +34.6%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $528 Shares 5,474 Est. Cost $72.30 Unrealized -8.1%
BAX BAXTER INTL INC 0.4%
Value ($000) $523 Shares 7,475 Est. Cost $29.94 Unrealized +5.1%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $510 Shares 7,800 Est. Cost $48.40 Unrealized +9.4%
AAPL APPLE INC 0.4%
Value ($000) $492 Shares 3,925 Est. Cost $18.35 Unrealized +55.6%
OXY OCCIDENTAL PETE CORP DEL 0.4%
Value ($000) $474 Shares 6,099 Est. Cost $63.25 Unrealized -10.1%
NATIONAL OILWELL VARCO INC 0.3%
Value ($000) $439 Shares 9,096 Est. Cost $48.26 Unrealized
DU PONT E I DE NEMOURS & CO 0.3%
Value ($000) $439 Shares 6,864 Est. Cost $64.94 Unrealized
TBT ULTRASHORT 20+ YEAR TREASURY 0.3%
Value ($000) $434 Shares 8,722 Est. Cost $66.97 Unrealized
TOTAL S A 0.3%
Value ($000) $410 Shares 8,341 Est. Cost $61.39 Unrealized
PAYX PAYCHEX INC 0.3%
Value ($000) $390 Shares 8,318 Est. Cost $29.42 Unrealized +20.4%
USB US BANCORP DEL 0.3%
Value ($000) $367 Shares 8,466 Est. Cost $25.38 Unrealized +17.9%
CWT CALIFORNIA WTR SVC GROUP 0.3%
Value ($000) $345 Shares 15,120 Est. Cost $16.72 Unrealized +14.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $343 Shares 15,083 Est. Cost $17.45 Unrealized
HWKN HAWKINS INC 0.3%
Value ($000) $341 Shares 8,436 Est. Cost $18.30 Unrealized +11.2%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $340 Shares 3,488 Est. Cost $65.75 Unrealized +13.3%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $321 Shares 4,000 Est. Cost $51.46 Unrealized +31.4%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $306 Shares 2,720 Est. Cost $115.96 Unrealized
CA INC 0.2%
Value ($000) $305 Shares 10,399 Est. Cost $32.96 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $280 Shares 3,245 Est. Cost $66.77 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $279 Shares 4,400 Est. Cost $67.10 Unrealized
BIV VANGUARD INT. BOND INDEX FUND ETF 0.2%
Value ($000) $271 Shares 3,234 Est. Cost $81.72 Unrealized
NUS NU SKIN ENTERPRISES INC 0.2%
Value ($000) $259 Shares 5,500 Est. Cost $30.91 Unrealized +23.4%
MEXICO FD INC 0.2%
Value ($000) $242 Shares 11,430 Est. Cost $29.31 Unrealized
SPECTRA ENERGY CORP 0.2%
Value ($000) $238 Shares 7,305 Est. Cost $35.65 Unrealized
SDY SPDR SERIES TRUST S&P DIVID ETF 0.2%
Value ($000) $236 Shares 3,100 Est. Cost $76.13 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $223 Shares 2,762 Est. Cost $43.48 Unrealized +23.5%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $210 Shares 2,681 Est. Cost $59.96 Unrealized 0.0%
ENERPLUS CORP 0.2%
Value ($000) $200 Shares 22,705 Est. Cost $17.79 Unrealized
ATLAS ENERGY LP 0.1%
Value ($000) $83 Shares 16,569 Est. Cost $46.86 Unrealized
PENN VA CORP 0.0%
Value ($000) $52 Shares 11,914 Est. Cost $9.45 Unrealized