LOUDON INVESTMENT MANAGEMENT, LLC Diversified Active

CIK: 0001597089 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 4, 2016

Total Value ($000): $124,317 (100.0% shares, 0.0% debt)

Holdings (74)

DOW CHEMICAL COMPANY 5.5%
Value ($000) $6,872 Shares 133,484 Est. Cost $44.40 Unrealized
TEVA TEVA PHARMACEUTICAL IND LTD 4.9%
Value ($000) $6,032 Shares 91,902 Est. Cost $40.40 Unrealized
MSFT MICROSOFT CORPORATION 4.6%
Value ($000) $5,755 Shares 103,734 Est. Cost $30.02 Unrealized +53.0%
INTC INTEL CORPORATION 4.5%
Value ($000) $5,577 Shares 161,883 Est. Cost $18.09 Unrealized +47.3%
GENERAL ELECTRIC 4.4%
Value ($000) $5,527 Shares 177,439 Est. Cost $27.68 Unrealized
CSCO CISCO SYSTEMS, INC. 4.3%
Value ($000) $5,323 Shares 196,018 Est. Cost $15.57 Unrealized +29.5%
CAH CARDINAL HEALTH, INC. 4.1%
Value ($000) $5,065 Shares 56,734 Est. Cost $44.20 Unrealized +44.0%
FAST FASTENAL COMPANY 3.9%
Value ($000) $4,826 Shares 118,231 Est. Cost $7.91 Unrealized -4.7%
TUPPERWARE BRANDS CORPORATION C 3.4%
Value ($000) $4,246 Shares 76,299 Est. Cost $69.48 Unrealized
KSS KOHL'S CORPORATION 3.3%
Value ($000) $4,135 Shares 86,809 Est. Cost $54.82 Unrealized -15.7%
T AT&T 3.1%
Value ($000) $3,880 Shares 112,761 Est. Cost $11.22 Unrealized +10.8%
NATIONAL GRID PLC 2.8%
Value ($000) $3,447 Shares 49,570 Est. Cost $65.52 Unrealized
HCP, INC. 2.7%
Value ($000) $3,332 Shares 87,129 Est. Cost $38.71 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 2.5%
Value ($000) $3,048 Shares 119,143 Est. Cost $36.85 Unrealized
AFL AFLAC INC. 2.4%
Value ($000) $3,041 Shares 50,766 Est. Cost $24.61 Unrealized -0.3%
DLR DIGITAL REALTY TRUST, INC. COMM 2.4%
Value ($000) $3,021 Shares 39,955 Est. Cost $35.63 Unrealized +41.5%
COACH, INC. COMMON STOCK 2.2%
Value ($000) $2,681 Shares 81,904 Est. Cost $35.75 Unrealized
VCSH VANGUARD SHORT-TERM CORP BOND ETF 2.0%
Value ($000) $2,439 Shares 30,879 Est. Cost $79.69 Unrealized
TELFY TELEFONICA SA 1.7%
Value ($000) $2,141 Shares 193,614 Est. Cost $16.28 Unrealized
COP CONOCO, INC. 1.7%
Value ($000) $2,124 Shares 45,491 Est. Cost $48.40 Unrealized -20.7%
ABBV ABBVIE INC. 1.7%
Value ($000) $2,119 Shares 35,768 Est. Cost $30.39 Unrealized +24.9%
DE DEERE & COMPANY 1.6%
Value ($000) $2,005 Shares 26,289 Est. Cost $67.80 Unrealized -4.1%
IBM INTERNATIONAL BUSINESS MACHINES 1.6%
Value ($000) $1,993 Shares 14,479 Est. Cost $101.14 Unrealized -13.5%
PEP PEPSICO, INC. 1.5%
Value ($000) $1,854 Shares 18,552 Est. Cost $57.75 Unrealized +27.2%
EMR EMERSON ELEC CO 1.4%
Value ($000) $1,769 Shares 36,982 Est. Cost $37.26 Unrealized -2.0%
CAT CATERPILLAR, INC. 1.4%
Value ($000) $1,755 Shares 25,822 Est. Cost $62.20 Unrealized -12.3%
VLO VALERO ENERGY CORP. 1.3%
Value ($000) $1,663 Shares 23,521 Est. Cost $26.85 Unrealized +69.5%
DEO DIAGEO PLC COMMON STOCK 1.3%
Value ($000) $1,594 Shares 14,610 Est. Cost $110.56 Unrealized
SPY SPDR S&P 500 INDEX FUND 1.2%
Value ($000) $1,462 Shares 7,170 Est. Cost $202.83 Unrealized
GBCI GLACIER BANCORP, INC. 1.1%
Value ($000) $1,429 Shares 53,867 Est. Cost $18.75 Unrealized +5.4%
WFC WELLS FARGO & COMPANY COMMON ST 1.1%
Value ($000) $1,402 Shares 25,795 Est. Cost $31.23 Unrealized +30.8%
PSA PUBLIC STORAGE COMMON STOCK 1.1%
Value ($000) $1,320 Shares 5,330 Est. Cost $100.16 Unrealized +56.5%
CLX CLOROX COMPANY 1.1%
Value ($000) $1,316 Shares 10,378 Est. Cost $63.81 Unrealized +46.2%
CMI CUMMINS INC. 0.9%
Value ($000) $1,116 Shares 12,675 Est. Cost $75.80 Unrealized 0.0%
XOM EXXON MOBIL CORPORATION 0.9%
Value ($000) $1,087 Shares 13,942 Est. Cost $55.83 Unrealized -8.0%
TU TELUS CORPORATION 0.8%
Value ($000) $1,014 Shares 36,671 Est. Cost $17.25 Unrealized -9.8%
VTR VENTAS INC REIT 0.8%
Value ($000) $956 Shares 16,949 Est. Cost $34.92 Unrealized 0.0%
SDY SPDR S&P DIVIDEND INDEX FUND 0.7%
Value ($000) $869 Shares 11,810 Est. Cost $74.18 Unrealized
BSV VANGUARD ST BOND INDEX FUND ETF 0.7%
Value ($000) $860 Shares 10,810 Est. Cost $79.91 Unrealized
ENSCO PLC 0.6%
Value ($000) $800 Shares 51,997 Est. Cost $45.71 Unrealized
SLB SCHLUMBERGER N.V. 0.6%
Value ($000) $732 Shares 10,495 Est. Cost $60.85 Unrealized -7.8%
PEB PEBBLEBROOK HOTEL TRUST 0.6%
Value ($000) $727 Shares 25,938 Est. Cost $30.75 Unrealized
AQUA AMERICA, INC. COMMON STOCK 0.5%
Value ($000) $657 Shares 22,052 Est. Cost $23.58 Unrealized
SUNOCO LOGISTICS PARTNERS LP CO 0.5%
Value ($000) $650 Shares 25,278 Est. Cost $61.30 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.5%
Value ($000) $614 Shares 7,700 Est. Cost $64.55 Unrealized
VZ VERIZON COMMUNICATIONS INC. 0.5%
Value ($000) $611 Shares 13,219 Est. Cost $27.80 Unrealized -3.1%
SYY SYSCO 0.5%
Value ($000) $577 Shares 14,064 Est. Cost $24.38 Unrealized +29.1%
CL COLGATE-PALMOLIVE COMPANY COMMO 0.4%
Value ($000) $506 Shares 7,600 Est. Cost $48.40 Unrealized +8.5%
CVX CHEVRON CORPORATION 0.4%
Value ($000) $493 Shares 5,484 Est. Cost $71.51 Unrealized -18.3%
PIONEER NATURAL RESOURCES COMPA 0.4%
Value ($000) $488 Shares 3,892 Est. Cost $184.09 Unrealized
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $488 Shares 10,874 Est. Cost $29.23 Unrealized +25.0%
E.I. DU PONT DE NEMOURS 0.4%
Value ($000) $458 Shares 6,882 Est. Cost $64.94 Unrealized
PAYX PAYCHEX, INC. 0.4%
Value ($000) $440 Shares 8,318 Est. Cost $29.42 Unrealized +31.0%
ROYAL DUTCH SHELL 0.4%
Value ($000) $436 Shares 9,516 Est. Cost $71.25 Unrealized
AAPL APPLE INC. 0.3%
Value ($000) $413 Shares 3,925 Est. Cost $18.35 Unrealized +40.2%
TBT ULTRASHORT 20+ YEAR TREASURY 0.3%
Value ($000) $384 Shares 8,722 Est. Cost $66.97 Unrealized
USB U.S. BANCORP 0.3%
Value ($000) $361 Shares 8,466 Est. Cost $25.38 Unrealized +16.6%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $358 Shares 3,488 Est. Cost $65.75 Unrealized +15.5%
CWT CALIFORNIA WATER SERVICE GROUP 0.3%
Value ($000) $352 Shares 15,120 Est. Cost $16.72 Unrealized +10.6%
ADP AUTOMATIC DATA PROCESSING, INC. 0.3%
Value ($000) $339 Shares 4,000 Est. Cost $51.46 Unrealized +34.3%
NUS NU SKIN ENTERPRISES CLASS A 0.3%
Value ($000) $330 Shares 8,700 Est. Cost $30.75 Unrealized -14.1%
TOTAL SA 0.3%
Value ($000) $325 Shares 7,241 Est. Cost $61.39 Unrealized
BIV VANGUARD INT. BOND INDEX FUND ETF 0.2%
Value ($000) $309 Shares 3,720 Est. Cost $82.14 Unrealized
HWKN HAWKINS, INC. 0.2%
Value ($000) $302 Shares 8,436 Est. Cost $18.30 Unrealized +8.6%
TSM TAIWAN SEMICONDUCTOR MANUFACTUR 0.2%
Value ($000) $295 Shares 12,983 Est. Cost $17.45 Unrealized
GLD STREETTRACKS GOLD TRUST 0.2%
Value ($000) $276 Shares 2,720 Est. Cost $115.96 Unrealized
EFA ISHARES MS EAFE INDEX ETF 0.2%
Value ($000) $258 Shares 4,400 Est. Cost $67.10 Unrealized
CA TECHNOLOGIES 0.2%
Value ($000) $256 Shares 8,974 Est. Cost $32.96 Unrealized
BAXALTA INC 0.2%
Value ($000) $255 Shares 6,525 Est. Cost $31.57 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $225 Shares 2,747 Est. Cost $43.48 Unrealized +35.9%
PG PROCTER & GAMBLE CO. 0.2%
Value ($000) $218 Shares 2,741 Est. Cost $57.94 Unrealized 0.0%
FCX FREEPORT-MCMORAN COPPER & GOLD INC. 0.2%
Value ($000) $217 Shares 31,995 Est. Cost $24.16 Unrealized -64.3%
ENERPLUS CORP. 0.0%
Value ($000) $41 Shares 12,055 Est. Cost $17.79 Unrealized
LINN CO, LLC 0.0%
Value ($000) $31 Shares 30,600 Est. Cost $14.35 Unrealized