LOUDON INVESTMENT MANAGEMENT, LLC Diversified Active

CIK: 0001597089 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 15, 2018

Total Value ($000): $125,830 (100.0% shares, 0.0% debt)

Holdings (85)

INTC INTEL CORP 5.2%
Value ($000) $6,505 Shares 124,905 Est. Cost $18.09 Unrealized +121.5%
CSCO CISCO SYS INC 4.9%
Value ($000) $6,223 Shares 145,089 Est. Cost $15.57 Unrealized +114.9%
DOWDUPONT INC 4.3%
Value ($000) $5,359 Shares 84,114 Est. Cost $69.23 Unrealized
MSFT MICROSOFT CORP 3.9%
Value ($000) $4,884 Shares 53,510 Est. Cost $30.02 Unrealized +180.9%
TAPESTRY INC 2.8%
Value ($000) $3,585 Shares 68,145 Est. Cost $35.87 Unrealized
FAST FASTENAL CO 2.8%
Value ($000) $3,511 Shares 64,315 Est. Cost $7.91 Unrealized +41.9%
T AT&T INC 2.7%
Value ($000) $3,460 Shares 97,051 Est. Cost $11.39 Unrealized +38.8%
EPD ENTERPRISE PRODS PARTNERS L 2.7%
Value ($000) $3,405 Shares 139,093 Est. Cost $31.70 Unrealized
VFC V F CORP 2.6%
Value ($000) $3,271 Shares 44,125 Est. Cost $49.72 Unrealized +45.4%
CAH CARDINAL HEALTH INC 2.4%
Value ($000) $3,066 Shares 48,916 Est. Cost $45.07 Unrealized +20.2%
AMGN AMGEN INC 2.4%
Value ($000) $2,991 Shares 17,545 Est. Cost $127.09 Unrealized +13.6%
VTR VENTAS INC 2.3%
Value ($000) $2,940 Shares 59,352 Est. Cost $39.55 Unrealized -5.4%
TUPPERWARE BRANDS CORP 2.3%
Value ($000) $2,936 Shares 60,680 Est. Cost $69.09 Unrealized
AFL AFLAC INC 2.2%
Value ($000) $2,778 Shares 63,480 Est. Cost $30.60 Unrealized +20.2%
AMP AMERIPRISE FINL INC 2.2%
Value ($000) $2,738 Shares 18,510 Est. Cost $79.21 Unrealized +76.7%
ABBV ABBVIE INC 2.1%
Value ($000) $2,700 Shares 28,524 Est. Cost $31.28 Unrealized +151.0%
PEB PEBBLEBROOK HOTEL TR 2.1%
Value ($000) $2,669 Shares 77,688 Est. Cost $28.68 Unrealized
EMR EMERSON ELEC CO 2.1%
Value ($000) $2,635 Shares 38,583 Est. Cost $37.57 Unrealized +57.0%
VCSH VANGUARD SCOTTSDALE FDS 2.1%
Value ($000) $2,616 Shares 33,344 Est. Cost $79.78 Unrealized
SPY SPDR S&P 500 ETF TR 2.0%
Value ($000) $2,564 Shares 9,745 Est. Cost $230.11 Unrealized
PFE PFIZER INC 2.0%
Value ($000) $2,538 Shares 71,507 Est. Cost $21.77 Unrealized +11.3%
HRB BLOCK H & R INC 1.6%
Value ($000) $2,074 Shares 81,620 Est. Cost $16.27 Unrealized +18.9%
CAT CATERPILLAR INC DEL 1.6%
Value ($000) $2,070 Shares 14,047 Est. Cost $62.20 Unrealized +113.9%
KSS KOHLS CORP 1.6%
Value ($000) $2,057 Shares 31,393 Est. Cost $54.82 Unrealized +15.8%
NATIONAL GRID PLC 1.6%
Value ($000) $2,033 Shares 36,025 Est. Cost $65.16 Unrealized
HANESBRANDS INC 1.6%
Value ($000) $2,001 Shares 108,647 Est. Cost $18.42 Unrealized
CVS CVS HEALTH CORP 1.5%
Value ($000) $1,832 Shares 29,443 Est. Cost $55.96 Unrealized -0.2%
ADM ARCHER DANIELS MIDLAND CO 1.4%
Value ($000) $1,771 Shares 42,666 Est. Cost $31.41 Unrealized +6.2%
PII POLARIS INDS INC 1.3%
Value ($000) $1,697 Shares 14,820 Est. Cost $87.20 Unrealized +38.0%
DE DEERE & CO 1.3%
Value ($000) $1,659 Shares 10,678 Est. Cost $67.90 Unrealized +112.0%
BUD ANHEUSER BUSCH INBEV SA/NV 1.3%
Value ($000) $1,610 Shares 14,640 Est. Cost $112.46 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.2%
Value ($000) $1,569 Shares 10,227 Est. Cost $98.37 Unrealized +9.1%
PSA PUBLIC STORAGE 1.2%
Value ($000) $1,494 Shares 7,453 Est. Cost $118.27 Unrealized +19.1%
CMI CUMMINS INC 1.1%
Value ($000) $1,443 Shares 8,904 Est. Cost $77.71 Unrealized +79.9%
GBCI GLACIER BANCORP INC NEW 1.1%
Value ($000) $1,415 Shares 36,867 Est. Cost $18.75 Unrealized +63.6%
PEP PEPSICO INC 1.1%
Value ($000) $1,413 Shares 12,946 Est. Cost $57.75 Unrealized +54.5%
QCOM QUALCOMM INC 1.1%
Value ($000) $1,405 Shares 25,357 Est. Cost $43.96 Unrealized +18.1%
WFC WELLS FARGO & CO NEW 1.1%
Value ($000) $1,391 Shares 26,546 Est. Cost $32.25 Unrealized +48.0%
GENERAL ELECTRIC CO 1.0%
Value ($000) $1,317 Shares 97,722 Est. Cost $27.57 Unrealized
VLO VALERO ENERGY CORP NEW 1.0%
Value ($000) $1,299 Shares 14,003 Est. Cost $26.85 Unrealized +153.9%
TU TELUS CORP 0.9%
Value ($000) $1,145 Shares 32,555 Est. Cost $17.22 Unrealized +6.0%
EXR EXTRA SPACE STORAGE INC 0.8%
Value ($000) $1,045 Shares 12,290 Est. Cost $55.63 Unrealized +12.6%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,042 Shares 13,966 Est. Cost $55.85 Unrealized -0.2%
DLR DIGITAL RLTY TR INC 0.6%
Value ($000) $805 Shares 7,636 Est. Cost $35.63 Unrealized +124.7%
AQUA AMERICA INC 0.6%
Value ($000) $751 Shares 22,052 Est. Cost $23.58 Unrealized
DEO DIAGEO P L C 0.6%
Value ($000) $729 Shares 5,380 Est. Cost $110.56 Unrealized
CLX CLOROX CO DEL 0.6%
Value ($000) $718 Shares 5,396 Est. Cost $63.81 Unrealized +67.3%
PIONEER NAT RES CO 0.5%
Value ($000) $669 Shares 3,892 Est. Cost $184.09 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $612 Shares 10,221 Est. Cost $29.49 Unrealized +78.3%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $581 Shares 8,965 Est. Cost $59.47 Unrealized -6.3%
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $581 Shares 7,700 Est. Cost $64.83 Unrealized
CWT CALIFORNIA WTR SVC GROUP 0.4%
Value ($000) $563 Shares 15,120 Est. Cost $16.72 Unrealized +103.9%
COP CONOCOPHILLIPS 0.4%
Value ($000) $562 Shares 9,486 Est. Cost $48.40 Unrealized -9.6%
VIACOM INC NEW 0.4%
Value ($000) $556 Shares 17,893 Est. Cost $41.20 Unrealized
NUS NU SKIN ENTERPRISES INC 0.4%
Value ($000) $540 Shares 7,330 Est. Cost $31.03 Unrealized +75.6%
BSV VANGUARD BD INDEX FD INC 0.4%
Value ($000) $515 Shares 6,565 Est. Cost $80.06 Unrealized
SYY SYSCO CORP 0.4%
Value ($000) $499 Shares 8,315 Est. Cost $24.38 Unrealized +102.0%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $487 Shares 10,179 Est. Cost $29.26 Unrealized +12.9%
BA BOEING CO 0.4%
Value ($000) $472 Shares 1,440 Est. Cost $126.03 Unrealized +156.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.4%
Value ($000) $461 Shares 10,524 Est. Cost $17.45 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $444 Shares 2,649 Est. Cost $18.75 Unrealized +115.6%
SDY SPDR SERIES TRUST 0.3%
Value ($000) $431 Shares 4,727 Est. Cost $81.48 Unrealized
ET ENERGY TRANSFER EQUITY L P 0.3%
Value ($000) $429 Shares 26,478 Est. Cost $18.27 Unrealized
USB US BANCORP DEL 0.3%
Value ($000) $428 Shares 8,466 Est. Cost $25.38 Unrealized +57.3%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $415 Shares 3,242 Est. Cost $69.01 Unrealized +57.0%
CA INC 0.3%
Value ($000) $401 Shares 11,832 Est. Cost $33.03 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $382 Shares 5,500 Est. Cost $48.25 Unrealized +21.1%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $365 Shares 3,203 Est. Cost $71.58 Unrealized +18.8%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $345 Shares 4,820 Est. Cost $48.40 Unrealized +23.4%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $306 Shares 2,435 Est. Cost $116.19 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $301 Shares 2,879 Est. Cost $74.53 Unrealized +14.7%
TBT PROSHARES TR 0.2%
Value ($000) $301 Shares 8,300 Est. Cost $66.97 Unrealized
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $298 Shares 9,385 Est. Cost $17.29 Unrealized +39.9%
TOTAL S A 0.2%
Value ($000) $290 Shares 5,025 Est. Cost $59.76 Unrealized
MET METLIFE INC 0.2%
Value ($000) $282 Shares 6,146 Est. Cost $29.97 Unrealized +23.6%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $276 Shares 2,434 Est. Cost $53.83 Unrealized +83.2%
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $270 Shares 4,230 Est. Cost $71.25 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $242 Shares 2,432 Est. Cost $61.80 Unrealized +11.2%
PSX PHILLIPS 66 0.2%
Value ($000) $223 Shares 2,327 Est. Cost $61.25 Unrealized +16.7%
ENB ENBRIDGE INC 0.2%
Value ($000) $222 Shares 7,048 Est. Cost $24.72 Unrealized -13.0%
WY WEYERHAEUSER CO 0.2%
Value ($000) $221 Shares 6,325 Est. Cost $21.13 Unrealized +22.6%
WU WESTERN UN CO 0.2%
Value ($000) $215 Shares 11,170 Est. Cost $19.15 Unrealized
IP INTL PAPER CO 0.2%
Value ($000) $215 Shares 4,015 Est. Cost $29.51 Unrealized +32.9%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $205 Shares 2,590 Est. Cost $58.72 Unrealized +15.6%
ENSCO PLC 0.1%
Value ($000) $66 Shares 15,000 Est. Cost $45.00 Unrealized