LOUDON INVESTMENT MANAGEMENT, LLC Diversified Active

CIK: 0001597089 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 3, 2015

Total Value ($000): $116,368 (100.0% shares, 0.0% debt)

Holdings (73)

DOW CHEMICAL COMPANY 5.0%
Value ($000) $5,810 Shares 137,023 Est. Cost $44.40 Unrealized
TEVA TEVA PHARMACEUTICAL IND LTD 4.5%
Value ($000) $5,248 Shares 92,949 Est. Cost $40.40 Unrealized
CSCO CISCO SYSTEMS, INC. 4.4%
Value ($000) $5,087 Shares 193,799 Est. Cost $15.51 Unrealized +26.2%
INTC INTEL CORPORATION 4.2%
Value ($000) $4,880 Shares 161,915 Est. Cost $18.09 Unrealized +25.1%
FAST FASTENAL COMPANY 4.0%
Value ($000) $4,703 Shares 128,474 Est. Cost $7.91 Unrealized -4.8%
MSFT MICROSOFT CORPORATION 4.0%
Value ($000) $4,679 Shares 105,724 Est. Cost $30.02 Unrealized +29.7%
GENERAL ELECTRIC 3.9%
Value ($000) $4,538 Shares 179,933 Est. Cost $27.68 Unrealized
CAH CARDINAL HEALTH, INC. 3.8%
Value ($000) $4,415 Shares 57,467 Est. Cost $44.20 Unrealized +41.0%
KSS KOHL'S CORPORATION 3.4%
Value ($000) $3,917 Shares 84,592 Est. Cost $55.05 Unrealized +2.2%
T AT&T 3.4%
Value ($000) $3,910 Shares 120,014 Est. Cost $11.22 Unrealized +9.3%
HCP, INC. 3.1%
Value ($000) $3,565 Shares 95,709 Est. Cost $38.71 Unrealized
TUPPERWARE BRANDS CORPORATION C 3.1%
Value ($000) $3,560 Shares 71,925 Est. Cost $70.32 Unrealized
NATIONAL GRID PLC 3.0%
Value ($000) $3,476 Shares 49,917 Est. Cost $65.52 Unrealized
AFL AFLAC INC. 2.6%
Value ($000) $3,042 Shares 52,323 Est. Cost $24.61 Unrealized -3.7%
TELFY TELEFONICA SA 2.5%
Value ($000) $2,853 Shares 236,953 Est. Cost $16.28 Unrealized
DLR DIGITAL REALTY TRUST, INC. COMM 2.4%
Value ($000) $2,754 Shares 42,165 Est. Cost $35.63 Unrealized +26.3%
IBM INTERNATIONAL BUSINESS MACHINES 2.4%
Value ($000) $2,751 Shares 18,975 Est. Cost $101.14 Unrealized -5.7%
CAT CATERPILLAR, INC. 2.3%
Value ($000) $2,722 Shares 41,642 Est. Cost $62.20 Unrealized -5.0%
COACH, INC. COMMON STOCK 2.2%
Value ($000) $2,614 Shares 90,339 Est. Cost $35.75 Unrealized
VCSH VANGUARD SHORT-TERM CORP BOND ETF 2.2%
Value ($000) $2,537 Shares 31,829 Est. Cost $79.69 Unrealized
COP CONOCO, INC. 2.1%
Value ($000) $2,475 Shares 51,598 Est. Cost $48.40 Unrealized -24.0%
EPD ENTERPRISE PRODUCTS PARTNERS LP 2.1%
Value ($000) $2,386 Shares 95,843 Est. Cost $39.59 Unrealized
DE DEERE & COMPANY 1.7%
Value ($000) $1,982 Shares 26,789 Est. Cost $67.80 Unrealized +8.2%
ABBV ABBVIE INC. 1.7%
Value ($000) $1,946 Shares 35,768 Est. Cost $30.39 Unrealized +39.9%
VLO VALERO ENERGY CORP. 1.6%
Value ($000) $1,894 Shares 31,521 Est. Cost $26.85 Unrealized +57.1%
PEP PEPSICO, INC. 1.6%
Value ($000) $1,825 Shares 19,352 Est. Cost $57.75 Unrealized +20.4%
DEO DIAGEO PLC COMMON STOCK 1.4%
Value ($000) $1,596 Shares 14,810 Est. Cost $110.56 Unrealized
EMR EMERSON ELEC CO 1.3%
Value ($000) $1,492 Shares 33,782 Est. Cost $37.33 Unrealized 0.0%
GBCI GLACIER BANCORP, INC. 1.2%
Value ($000) $1,422 Shares 53,867 Est. Cost $18.75 Unrealized +3.9%
CLX CLOROX COMPANY 1.1%
Value ($000) $1,334 Shares 11,547 Est. Cost $63.81 Unrealized +31.4%
WFC WELLS FARGO & COMPANY COMMON ST 1.1%
Value ($000) $1,325 Shares 25,795 Est. Cost $31.23 Unrealized +31.5%
TU TELUS CORPORATION 1.0%
Value ($000) $1,157 Shares 36,671 Est. Cost $17.25 Unrealized -3.6%
PSA PUBLIC STORAGE COMMON STOCK 1.0%
Value ($000) $1,128 Shares 5,330 Est. Cost $100.16 Unrealized +35.1%
XOM EXXON MOBIL CORPORATION 0.9%
Value ($000) $1,060 Shares 14,254 Est. Cost $55.83 Unrealized -12.1%
SPY SPDR S&P 500 INDEX FUND 0.9%
Value ($000) $1,026 Shares 5,353 Est. Cost $202.47 Unrealized
PEB PEBBLEBROOK HOTEL TRUST 0.8%
Value ($000) $920 Shares 25,938 Est. Cost $30.75 Unrealized
SUNOCO LOGISTICS PARTNERS LP CO 0.6%
Value ($000) $724 Shares 25,278 Est. Cost $61.30 Unrealized
ENSCO PLC 0.6%
Value ($000) $685 Shares 48,662 Est. Cost $47.79 Unrealized
BSV VANGUARD ST BOND INDEX FUND ETF 0.6%
Value ($000) $668 Shares 8,310 Est. Cost $80.01 Unrealized
SLB SCHLUMBERGER N.V. 0.5%
Value ($000) $596 Shares 8,645 Est. Cost $61.86 Unrealized -4.8%
AQUA AMERICA, INC. COMMON STOCK 0.5%
Value ($000) $584 Shares 22,052 Est. Cost $23.58 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.5%
Value ($000) $582 Shares 7,700 Est. Cost $64.55 Unrealized
VZ VERIZON COMMUNICATIONS INC. 0.5%
Value ($000) $575 Shares 13,219 Est. Cost $27.80 Unrealized -2.8%
SYY SYSCO 0.5%
Value ($000) $548 Shares 14,064 Est. Cost $24.38 Unrealized +19.3%
ROYAL DUTCH SHELL 0.4%
Value ($000) $498 Shares 10,516 Est. Cost $71.25 Unrealized
CL COLGATE-PALMOLIVE COMPANY COMMO 0.4%
Value ($000) $495 Shares 7,800 Est. Cost $48.40 Unrealized +6.0%
PIONEER NATURAL RESOURCES COMPA 0.4%
Value ($000) $473 Shares 3,892 Est. Cost $184.09 Unrealized
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $437 Shares 10,874 Est. Cost $29.23 Unrealized +32.7%
AAPL APPLE INC. 0.4%
Value ($000) $433 Shares 3,925 Est. Cost $18.35 Unrealized +43.3%
CVX CHEVRON CORPORATION 0.4%
Value ($000) $408 Shares 5,174 Est. Cost $72.30 Unrealized -25.5%
PAYX PAYCHEX, INC. 0.3%
Value ($000) $396 Shares 8,318 Est. Cost $29.42 Unrealized +15.9%
TBT ULTRASHORT 20+ YEAR TREASURY 0.3%
Value ($000) $378 Shares 8,722 Est. Cost $66.97 Unrealized
FCX FREEPORT-MCMORAN COPPER & GOLD INC. 0.3%
Value ($000) $365 Shares 37,645 Est. Cost $24.16 Unrealized -55.2%
NUS NU SKIN ENTERPRISES CLASS A 0.3%
Value ($000) $359 Shares 8,700 Est. Cost $30.75 Unrealized -0.9%
USB U.S. BANCORP 0.3%
Value ($000) $347 Shares 8,466 Est. Cost $25.38 Unrealized +17.5%
CWT CALIFORNIA WATER SERVICE GROUP 0.3%
Value ($000) $334 Shares 15,120 Est. Cost $16.72 Unrealized +5.6%
E.I. DU PONT DE NEMOURS 0.3%
Value ($000) $332 Shares 6,882 Est. Cost $64.94 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $326 Shares 3,488 Est. Cost $65.75 Unrealized +10.2%
HWKN HAWKINS, INC. 0.3%
Value ($000) $325 Shares 8,436 Est. Cost $18.30 Unrealized +3.3%
TOTAL SA 0.3%
Value ($000) $324 Shares 7,241 Est. Cost $61.39 Unrealized
ADP AUTOMATIC DATA PROCESSING, INC. 0.3%
Value ($000) $321 Shares 4,000 Est. Cost $51.46 Unrealized +24.1%
BIV VANGUARD INT. BOND INDEX FUND ETF 0.3%
Value ($000) $316 Shares 3,720 Est. Cost $82.14 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTUR 0.3%
Value ($000) $313 Shares 15,083 Est. Cost $17.45 Unrealized
GLD STREETTRACKS GOLD TRUST 0.3%
Value ($000) $291 Shares 2,720 Est. Cost $115.96 Unrealized
CA TECHNOLOGIES 0.2%
Value ($000) $284 Shares 10,399 Est. Cost $32.96 Unrealized
SDY SPDR S&P DIVIDEND INDEX FUND 0.2%
Value ($000) $270 Shares 3,735 Est. Cost $75.48 Unrealized
EFA ISHARES MS EAFE INDEX ETF 0.2%
Value ($000) $252 Shares 4,400 Est. Cost $67.10 Unrealized
BAXALTA INC 0.2%
Value ($000) $236 Shares 7,475 Est. Cost $31.57 Unrealized
BAX BAXTER INTERNATIONAL INC. 0.2%
Value ($000) $224 Shares 6,804 Est. Cost $29.94 Unrealized +7.1%
PSX PHILLIPS 66 0.2%
Value ($000) $211 Shares 2,747 Est. Cost $43.48 Unrealized +24.3%
MEXICO FUND, INC. (THE) COMMON 0.2%
Value ($000) $199 Shares 11,430 Est. Cost $29.31 Unrealized
LINN CO, LLC 0.1%
Value ($000) $137 Shares 50,460 Est. Cost $14.35 Unrealized
ENERPLUS CORP. 0.1%
Value ($000) $93 Shares 19,230 Est. Cost $17.79 Unrealized