LOUDON INVESTMENT MANAGEMENT, LLC Diversified Active

CIK: 0001597089 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 26, 2016

Total Value ($000): $124,196 (100.0% shares, 0.0% debt)

Holdings (71)

DOW CHEM CO 5.4%
Value ($000) $6,701 Shares 131,755 Est. Cost $44.40 Unrealized
FAST FASTENAL CO 4.6%
Value ($000) $5,663 Shares 115,572 Est. Cost $7.91 Unrealized +6.0%
CSCO CISCO SYS INC 4.5%
Value ($000) $5,551 Shares 194,968 Est. Cost $15.57 Unrealized +21.7%
MSFT MICROSOFT CORP 4.3%
Value ($000) $5,322 Shares 96,361 Est. Cost $30.02 Unrealized +53.5%
INTC INTEL CORP 4.2%
Value ($000) $5,250 Shares 162,275 Est. Cost $18.09 Unrealized +34.8%
GENERAL ELECTRIC CO 4.1%
Value ($000) $5,120 Shares 161,060 Est. Cost $27.68 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 4.1%
Value ($000) $5,064 Shares 205,691 Est. Cost $31.70 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 3.8%
Value ($000) $4,687 Shares 87,585 Est. Cost $40.40 Unrealized
TUPPERWARE BRANDS CORP 3.7%
Value ($000) $4,543 Shares 78,354 Est. Cost $69.18 Unrealized
CAH CARDINAL HEALTH INC 3.5%
Value ($000) $4,353 Shares 53,122 Est. Cost $44.20 Unrealized +38.4%
T AT&T INC 3.4%
Value ($000) $4,224 Shares 107,846 Est. Cost $11.22 Unrealized +23.3%
KSS KOHLS CORP 3.2%
Value ($000) $3,947 Shares 84,681 Est. Cost $54.82 Unrealized -14.4%
COACH INC 2.7%
Value ($000) $3,376 Shares 84,218 Est. Cost $35.87 Unrealized
AFL AFLAC INC 2.6%
Value ($000) $3,214 Shares 50,897 Est. Cost $24.61 Unrealized -4.2%
NATIONAL GRID PLC 2.6%
Value ($000) $3,190 Shares 44,665 Est. Cost $65.52 Unrealized
HCP INC 2.4%
Value ($000) $2,979 Shares 91,441 Est. Cost $38.42 Unrealized
DLR DIGITAL RLTY TR INC 2.4%
Value ($000) $2,938 Shares 33,205 Est. Cost $35.63 Unrealized +60.9%
IBM INTERNATIONAL BUSINESS MACHS 2.1%
Value ($000) $2,617 Shares 17,280 Est. Cost $98.37 Unrealized -14.5%
VCSH VANGUARD SCOTTSDALE FDS 1.9%
Value ($000) $2,385 Shares 29,804 Est. Cost $79.69 Unrealized
EMR EMERSON ELEC CO 1.7%
Value ($000) $2,163 Shares 39,783 Est. Cost $37.27 Unrealized +0.3%
DE DEERE & CO 1.6%
Value ($000) $2,000 Shares 25,978 Est. Cost $67.80 Unrealized -2.2%
TELFY TELEFONICA S A 1.6%
Value ($000) $1,976 Shares 177,522 Est. Cost $16.28 Unrealized
ABBV ABBVIE INC 1.5%
Value ($000) $1,918 Shares 33,584 Est. Cost $30.39 Unrealized +22.1%
CAT CATERPILLAR INC DEL 1.5%
Value ($000) $1,900 Shares 24,822 Est. Cost $62.20 Unrealized -14.7%
PEB PEBBLEBROOK HOTEL TR 1.5%
Value ($000) $1,899 Shares 65,323 Est. Cost $29.74 Unrealized
PEP PEPSICO INC 1.4%
Value ($000) $1,737 Shares 16,946 Est. Cost $57.75 Unrealized +26.9%
CMI CUMMINS INC 1.2%
Value ($000) $1,494 Shares 13,591 Est. Cost $75.70 Unrealized -2.0%
PSA PUBLIC STORAGE 1.2%
Value ($000) $1,459 Shares 5,288 Est. Cost $100.16 Unrealized +69.8%
DEO DIAGEO P L C 1.2%
Value ($000) $1,458 Shares 13,515 Est. Cost $110.56 Unrealized
GBCI GLACIER BANCORP INC NEW 1.1%
Value ($000) $1,369 Shares 53,867 Est. Cost $18.75 Unrealized -5.9%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $1,339 Shares 6,515 Est. Cost $202.83 Unrealized
VLO VALERO ENERGY CORP NEW 1.1%
Value ($000) $1,328 Shares 20,703 Est. Cost $26.85 Unrealized +59.7%
WFC WELLS FARGO & CO NEW 1.0%
Value ($000) $1,259 Shares 26,044 Est. Cost $31.23 Unrealized +18.8%
TU TELUS CORP 1.0%
Value ($000) $1,206 Shares 37,071 Est. Cost $17.22 Unrealized -16.4%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $1,186 Shares 14,194 Est. Cost $55.77 Unrealized -6.8%
VTR VENTAS INC 0.9%
Value ($000) $1,110 Shares 17,623 Est. Cost $34.98 Unrealized +4.8%
CLX CLOROX CO DEL 0.9%
Value ($000) $1,082 Shares 8,581 Est. Cost $63.81 Unrealized +50.6%
BSV VANGUARD BD INDEX FD INC 0.7%
Value ($000) $867 Shares 10,750 Est. Cost $79.91 Unrealized
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $828 Shares 11,223 Est. Cost $60.35 Unrealized -12.0%
SDY SPDR SERIES TRUST 0.7%
Value ($000) $811 Shares 10,145 Est. Cost $74.18 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $724 Shares 13,384 Est. Cost $27.82 Unrealized +8.0%
AQUA AMERICA INC 0.6%
Value ($000) $702 Shares 22,052 Est. Cost $23.58 Unrealized
COP CONOCOPHILLIPS 0.6%
Value ($000) $691 Shares 17,152 Est. Cost $48.40 Unrealized -41.9%
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $655 Shares 7,815 Est. Cost $64.83 Unrealized
SYY SYSCO CORP 0.5%
Value ($000) $647 Shares 13,850 Est. Cost $24.38 Unrealized +36.9%
SUNOCO LOGISTICS PRTNRS L P 0.5%
Value ($000) $621 Shares 24,778 Est. Cost $61.30 Unrealized
PIONEER NAT RES CO 0.4%
Value ($000) $548 Shares 3,892 Est. Cost $184.09 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $473 Shares 4,336 Est. Cost $18.75 Unrealized +20.3%
ABT ABBOTT LABS 0.4%
Value ($000) $466 Shares 11,146 Est. Cost $29.32 Unrealized +12.5%
ROYAL DUTCH SHELL PLC 0.4%
Value ($000) $461 Shares 9,516 Est. Cost $71.25 Unrealized
PAYX PAYCHEX INC 0.4%
Value ($000) $460 Shares 8,509 Est. Cost $29.60 Unrealized +26.6%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $438 Shares 4,586 Est. Cost $71.51 Unrealized -19.7%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $431 Shares 6,100 Est. Cost $48.40 Unrealized +9.2%
DU PONT E I DE NEMOURS & CO 0.3%
Value ($000) $428 Shares 6,757 Est. Cost $64.94 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $407 Shares 3,761 Est. Cost $66.70 Unrealized +18.1%
CWT CALIFORNIA WTR SVC GROUP 0.3%
Value ($000) $404 Shares 15,120 Est. Cost $16.72 Unrealized +22.0%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $359 Shares 4,000 Est. Cost $51.46 Unrealized +31.5%
USB US BANCORP DEL 0.3%
Value ($000) $344 Shares 8,466 Est. Cost $25.38 Unrealized +9.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $322 Shares 12,283 Est. Cost $17.45 Unrealized
BIV VANGUARD BD INDEX FD INC 0.3%
Value ($000) $321 Shares 3,720 Est. Cost $82.14 Unrealized
NUS NU SKIN ENTERPRISES INC 0.3%
Value ($000) $314 Shares 8,200 Est. Cost $30.75 Unrealized -22.0%
TOTAL S A 0.3%
Value ($000) $313 Shares 6,891 Est. Cost $61.39 Unrealized
TBT PROSHARES TR 0.2%
Value ($000) $306 Shares 8,300 Est. Cost $66.97 Unrealized
GLD SPDR GOLD TRUST 0.2%
Value ($000) $291 Shares 2,470 Est. Cost $115.96 Unrealized
CA INC 0.2%
Value ($000) $288 Shares 9,352 Est. Cost $32.88 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $231 Shares 22,300 Est. Cost $24.16 Unrealized -73.6%
SPECTRA ENERGY PARTNERS LP 0.2%
Value ($000) $216 Shares 7,072 Est. Cost $30.54 Unrealized
HWKN HAWKINS INC 0.2%
Value ($000) $215 Shares 5,960 Est. Cost $18.30 Unrealized -6.3%
ENSCO PLC 0.2%
Value ($000) $204 Shares 19,683 Est. Cost $45.71 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $202 Shares 2,450 Est. Cost $57.94 Unrealized +6.4%
PSX PHILLIPS 66 0.2%
Value ($000) $201 Shares 2,327 Est. Cost $43.48 Unrealized +28.9%