LOUDON INVESTMENT MANAGEMENT, LLC Diversified Active

CIK: 0001597089 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 8, 2018

Total Value ($000): $124,760 (100.0% shares, 0.0% debt)

Holdings (86)

CSCO CISCO SYS INC 4.7%
Value ($000) $5,898 Shares 137,063 Est. Cost $15.57 Unrealized +123.2%
INTC INTEL CORP 4.6%
Value ($000) $5,735 Shares 115,376 Est. Cost $18.09 Unrealized +149.1%
DOWDUPONT 4.3%
Value ($000) $5,421 Shares 82,239 Est. Cost $69.23 Unrealized
MSFT MICROSOFT CORP 4.0%
Value ($000) $5,029 Shares 51,000 Est. Cost $30.02 Unrealized +199.0%
EPD ENTERPRISE PRODS PARTNERS L 3.0%
Value ($000) $3,755 Shares 135,718 Est. Cost $31.70 Unrealized
VFC V F CORP 2.8%
Value ($000) $3,434 Shares 42,125 Est. Cost $49.72 Unrealized +51.5%
VTR VENTAS INC 2.8%
Value ($000) $3,431 Shares 60,252 Est. Cost $39.52 Unrealized -4.0%
T AT&T INC 2.7%
Value ($000) $3,412 Shares 106,268 Est. Cost $11.66 Unrealized +24.6%
AMGN AMGEN INC 2.6%
Value ($000) $3,253 Shares 17,625 Est. Cost $127.09 Unrealized +10.4%
FAST FASTENAL CO 2.4%
Value ($000) $2,996 Shares 62,240 Est. Cost $7.91 Unrealized +34.4%
PEB PEBBLEBROOK HOTEL TR 2.2%
Value ($000) $2,776 Shares 71,538 Est. Cost $28.68 Unrealized
KHC KRAFT HEINZ CO 2.2%
Value ($000) $2,713 Shares 43,180 Est. Cost $41.08 Unrealized 0.0%
PFE PFIZER INC 2.1%
Value ($000) $2,676 Shares 73,757 Est. Cost $21.85 Unrealized +11.2%
COACH INC 2.1%
Value ($000) $2,651 Shares 56,745 Est. Cost $35.87 Unrealized
SPY SPDR S&P 500 ETF TR 2.1%
Value ($000) $2,648 Shares 9,760 Est. Cost $230.11 Unrealized
EMR EMERSON ELEC CO 2.1%
Value ($000) $2,633 Shares 38,083 Est. Cost $37.57 Unrealized +56.1%
AFL AFLAC INC 2.1%
Value ($000) $2,599 Shares 60,405 Est. Cost $30.60 Unrealized +22.7%
QCOM QUALCOMM INC 2.0%
Value ($000) $2,550 Shares 45,437 Est. Cost $44.82 Unrealized +2.4%
AMP AMERIPRISE FINL INC 2.0%
Value ($000) $2,504 Shares 17,900 Est. Cost $79.21 Unrealized +54.6%
ABBV ABBVIE INC 2.0%
Value ($000) $2,476 Shares 26,728 Est. Cost $31.28 Unrealized +125.4%
VCSH VANGUARD SCOTTSDALE FDS 1.9%
Value ($000) $2,385 Shares 30,544 Est. Cost $79.78 Unrealized
TUPPERWARE BRANDS CORP 1.7%
Value ($000) $2,170 Shares 52,624 Est. Cost $69.09 Unrealized
SBUX STARBUCKS CORP 1.6%
Value ($000) $1,976 Shares 40,449 Est. Cost $48.07 Unrealized 0.0%
KSS KOHLS CORP 1.5%
Value ($000) $1,911 Shares 26,215 Est. Cost $54.82 Unrealized +21.6%
CAT CATERPILLAR INC DEL 1.5%
Value ($000) $1,872 Shares 13,797 Est. Cost $62.20 Unrealized +103.4%
NATIONAL GRID PLC 1.5%
Value ($000) $1,861 Shares 33,330 Est. Cost $65.16 Unrealized
ADM ARCHER DANIELS MIDLAND CO 1.5%
Value ($000) $1,861 Shares 40,606 Est. Cost $31.41 Unrealized +14.2%
PII POLARIS INDS INC 1.4%
Value ($000) $1,791 Shares 14,660 Est. Cost $87.20 Unrealized +34.2%
HRB BLOCK H & R INC 1.4%
Value ($000) $1,773 Shares 77,820 Est. Cost $16.27 Unrealized +20.9%
PSA PUBLIC STORAGE 1.4%
Value ($000) $1,690 Shares 7,448 Est. Cost $118.27 Unrealized +28.6%
VLO VALERO ENERGY CORP NEW 1.2%
Value ($000) $1,483 Shares 13,380 Est. Cost $26.85 Unrealized +207.5%
WFC WELLS FARGO & CO NEW 1.2%
Value ($000) $1,472 Shares 26,546 Est. Cost $32.25 Unrealized +34.4%
GBCI GLACIER BANCORP INC NEW 1.2%
Value ($000) $1,449 Shares 36,867 Est. Cost $18.75 Unrealized +63.0%
DE DEERE & CO 1.2%
Value ($000) $1,435 Shares 10,268 Est. Cost $67.90 Unrealized +93.4%
IBM INTERNATIONAL BUSINESS MACHS 1.1%
Value ($000) $1,420 Shares 10,165 Est. Cost $98.37 Unrealized +1.6%
BUD ANHEUSER BUSCH INBEV SA/NV 1.1%
Value ($000) $1,337 Shares 13,270 Est. Cost $112.46 Unrealized
PEP PEPSICO INC 1.0%
Value ($000) $1,307 Shares 12,001 Est. Cost $57.75 Unrealized +41.5%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $1,283 Shares 15,505 Est. Cost $55.88 Unrealized +0.5%
GENERAL ELECTRIC CO 1.0%
Value ($000) $1,259 Shares 92,522 Est. Cost $27.57 Unrealized
EXR EXTRA SPACE STORAGE INC 1.0%
Value ($000) $1,227 Shares 12,290 Est. Cost $55.63 Unrealized +25.8%
CMI CUMMINS INC 0.9%
Value ($000) $1,184 Shares 8,904 Est. Cost $77.71 Unrealized +57.8%
TU TELUS CORP 0.9%
Value ($000) $1,092 Shares 30,755 Est. Cost $17.22 Unrealized +2.8%
HANESBRANDS INC 0.8%
Value ($000) $1,023 Shares 46,457 Est. Cost $18.42 Unrealized
SLB SCHLUMBERGER LTD 0.8%
Value ($000) $937 Shares 13,975 Est. Cost $57.90 Unrealized -4.9%
DLR DIGITAL RLTY TR INC 0.7%
Value ($000) $832 Shares 7,455 Est. Cost $35.63 Unrealized +128.1%
AQUA AMERICA INC 0.6%
Value ($000) $778 Shares 22,052 Est. Cost $23.58 Unrealized
CAH CARDINAL HEALTH INC 0.6%
Value ($000) $773 Shares 15,822 Est. Cost $45.07 Unrealized +0.1%
PIONEER NAT RES CO 0.6%
Value ($000) $735 Shares 3,892 Est. Cost $184.09 Unrealized
VNQ VANGUARD INDEX FDS 0.6%
Value ($000) $724 Shares 8,890 Est. Cost $67.05 Unrealized
UPS UNITED PARCEL SERVICE INC 0.6%
Value ($000) $717 Shares 6,754 Est. Cost $79.82 Unrealized +4.9%
CLX CLOROX CO DEL 0.6%
Value ($000) $689 Shares 5,096 Est. Cost $63.81 Unrealized +55.0%
DEO DIAGEO P L C 0.5%
Value ($000) $646 Shares 4,485 Est. Cost $110.56 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $630 Shares 10,331 Est. Cost $29.75 Unrealized +78.7%
COP CONOCOPHILLIPS 0.5%
Value ($000) $612 Shares 8,794 Est. Cost $48.40 Unrealized +7.0%
CWT CALIFORNIA WTR SVC GROUP 0.5%
Value ($000) $592 Shares 15,120 Est. Cost $16.72 Unrealized +101.0%
SYY SYSCO CORP 0.5%
Value ($000) $568 Shares 8,315 Est. Cost $24.38 Unrealized +114.4%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $546 Shares 10,849 Est. Cost $29.44 Unrealized +9.4%
AAPL APPLE INC 0.4%
Value ($000) $526 Shares 2,844 Est. Cost $20.39 Unrealized +109.6%
ET ENERGY TRANSFER EQUITY L P 0.4%
Value ($000) $504 Shares 26,478 Est. Cost $18.27 Unrealized
VIACOM INC NEW 0.4%
Value ($000) $500 Shares 16,593 Est. Cost $41.20 Unrealized
TBT PROSHARES TR 0.4%
Value ($000) $489 Shares 13,600 Est. Cost $54.89 Unrealized
SDY SPDR SERIES TRUST 0.4%
Value ($000) $489 Shares 5,277 Est. Cost $82.65 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $487 Shares 4,012 Est. Cost $75.09 Unrealized +34.1%
MET METLIFE INC 0.4%
Value ($000) $465 Shares 10,664 Est. Cost $32.49 Unrealized +10.5%
TGT TARGET CORP 0.4%
Value ($000) $461 Shares 6,055 Est. Cost $49.29 Unrealized +21.0%
CA INC 0.3%
Value ($000) $422 Shares 11,832 Est. Cost $33.03 Unrealized
USB US BANCORP DEL 0.3%
Value ($000) $420 Shares 8,466 Est. Cost $25.38 Unrealized +46.8%
BSV VANGUARD BD INDEX FD INC 0.3%
Value ($000) $404 Shares 5,165 Est. Cost $80.06 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $385 Shares 10,524 Est. Cost $17.45 Unrealized
BA BOEING CO 0.3%
Value ($000) $379 Shares 1,130 Est. Cost $126.03 Unrealized +162.1%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $362 Shares 2,863 Est. Cost $71.58 Unrealized +24.5%
CVS CVS HEALTH CORP 0.3%
Value ($000) $332 Shares 5,165 Est. Cost $55.96 Unrealized -7.6%
GLD SPDR GOLD TRUST 0.3%
Value ($000) $328 Shares 2,765 Est. Cost $116.48 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $300 Shares 2,234 Est. Cost $53.83 Unrealized +100.2%
TOTAL S A 0.2%
Value ($000) $299 Shares 4,931 Est. Cost $59.76 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $295 Shares 3,777 Est. Cost $59.69 Unrealized +3.5%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $288 Shares 4,440 Est. Cost $48.40 Unrealized +12.8%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $270 Shares 9,385 Est. Cost $17.29 Unrealized +36.7%
PSX PHILLIPS 66 0.2%
Value ($000) $261 Shares 2,327 Est. Cost $61.25 Unrealized +35.7%
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $244 Shares 3,530 Est. Cost $71.25 Unrealized
WU WESTERN UN CO 0.2%
Value ($000) $236 Shares 11,593 Est. Cost $19.19 Unrealized
WY WEYERHAEUSER CO 0.2%
Value ($000) $231 Shares 6,325 Est. Cost $21.13 Unrealized +28.1%
ENB ENBRIDGE INC 0.2%
Value ($000) $230 Shares 6,958 Est. Cost $24.72 Unrealized -20.0%
PAYX PAYCHEX INC 0.2%
Value ($000) $211 Shares 3,084 Est. Cost $51.54 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $203 Shares 2,512 Est. Cost $61.64 Unrealized -8.2%
ENSCO PLC 0.1%
Value ($000) $109 Shares 15,000 Est. Cost $45.00 Unrealized