LOUDON INVESTMENT MANAGEMENT, LLC Diversified Active

CIK: 0001597089 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 7, 2018

Total Value ($000): $124,384 (100.0% shares, 0.0% debt)

Holdings (87)

CSCO CISCO SYS INC 4.9%
Value ($000) $6,100 Shares 125,395 Est. Cost $15.57 Unrealized +131.6%
MSFT MICROSOFT CORP 4.1%
Value ($000) $5,153 Shares 45,057 Est. Cost $30.02 Unrealized +235.9%
INTC INTEL CORP 4.1%
Value ($000) $5,099 Shares 107,815 Est. Cost $18.09 Unrealized +129.5%
DOWDUPONT INC 4.1%
Value ($000) $5,047 Shares 78,484 Est. Cost $69.23 Unrealized
T AT&T INC 3.8%
Value ($000) $4,746 Shares 141,322 Est. Cost $12.36 Unrealized +17.1%
EPD ENTERPRISE PRODS PARTNERS L 2.9%
Value ($000) $3,643 Shares 126,818 Est. Cost $31.70 Unrealized
FAST FASTENAL CO 2.9%
Value ($000) $3,611 Shares 62,240 Est. Cost $7.91 Unrealized +48.9%
AMGN AMGEN INC 2.8%
Value ($000) $3,434 Shares 16,565 Est. Cost $127.09 Unrealized +23.8%
VTR VENTAS INC 2.5%
Value ($000) $3,097 Shares 56,952 Est. Cost $39.52 Unrealized +7.7%
QCOM QUALCOMM INC 2.5%
Value ($000) $3,090 Shares 42,892 Est. Cost $44.82 Unrealized +21.9%
PFE PFIZER INC 2.5%
Value ($000) $3,071 Shares 69,687 Est. Cost $21.85 Unrealized +26.6%
SPY SPDR S&P 500 ETF TR 2.3%
Value ($000) $2,842 Shares 9,777 Est. Cost $230.11 Unrealized
VFC V F CORP 2.3%
Value ($000) $2,821 Shares 30,190 Est. Cost $49.72 Unrealized +71.6%
SBUX STARBUCKS CORP 2.1%
Value ($000) $2,661 Shares 46,814 Est. Cost $47.66 Unrealized -5.4%
KHC KRAFT HEINZ CO 2.1%
Value ($000) $2,653 Shares 48,135 Est. Cost $41.16 Unrealized +1.6%
PEB PEBBLEBROOK HOTEL TR 2.1%
Value ($000) $2,602 Shares 71,538 Est. Cost $28.68 Unrealized
AFL AFLAC INC 2.1%
Value ($000) $2,592 Shares 55,075 Est. Cost $30.60 Unrealized +25.8%
ABBV ABBVIE INC 2.0%
Value ($000) $2,519 Shares 26,633 Est. Cost $31.28 Unrealized +121.1%
TPR TAPESTRY INC 2.0%
Value ($000) $2,476 Shares 49,250 Est. Cost $39.97 Unrealized 0.0%
AMP AMERIPRISE FINL INC 1.9%
Value ($000) $2,357 Shares 15,960 Est. Cost $79.21 Unrealized +57.1%
VCSH VANGUARD SCOTTSDALE FDS 1.8%
Value ($000) $2,264 Shares 28,964 Est. Cost $79.78 Unrealized
EMR EMERSON ELEC CO 1.7%
Value ($000) $2,108 Shares 27,530 Est. Cost $37.57 Unrealized +64.9%
CAT CATERPILLAR INC DEL 1.7%
Value ($000) $2,104 Shares 13,797 Est. Cost $62.20 Unrealized +93.7%
ADM ARCHER DANIELS MIDLAND CO 1.4%
Value ($000) $1,790 Shares 35,606 Est. Cost $31.41 Unrealized +25.7%
HRB BLOCK H & R INC 1.3%
Value ($000) $1,623 Shares 63,020 Est. Cost $16.27 Unrealized +16.9%
ITW ILLINOIS TOOL WKS INC 1.3%
Value ($000) $1,596 Shares 11,310 Est. Cost $117.42 Unrealized 0.0%
GBCI GLACIER BANCORP INC NEW 1.3%
Value ($000) $1,589 Shares 36,867 Est. Cost $18.75 Unrealized +83.0%
NATIONAL GRID PLC 1.3%
Value ($000) $1,557 Shares 30,019 Est. Cost $65.16 Unrealized
DE DEERE & CO 1.2%
Value ($000) $1,544 Shares 10,268 Est. Cost $67.90 Unrealized +89.4%
IBM INTERNATIONAL BUSINESS MACHS 1.2%
Value ($000) $1,537 Shares 10,165 Est. Cost $98.37 Unrealized +2.9%
PSA PUBLIC STORAGE 1.2%
Value ($000) $1,502 Shares 7,448 Est. Cost $118.27 Unrealized +34.5%
VLO VALERO ENERGY CORP NEW 1.2%
Value ($000) $1,471 Shares 12,930 Est. Cost $26.85 Unrealized +213.7%
PII POLARIS INDS INC 1.1%
Value ($000) $1,397 Shares 13,840 Est. Cost $87.20 Unrealized +28.1%
WFC WELLS FARGO & CO NEW 1.1%
Value ($000) $1,395 Shares 26,546 Est. Cost $32.25 Unrealized +44.2%
PEP PEPSICO INC 1.1%
Value ($000) $1,342 Shares 12,001 Est. Cost $57.75 Unrealized +56.4%
TUPPERWARE BRANDS CORP 1.1%
Value ($000) $1,322 Shares 39,524 Est. Cost $69.09 Unrealized
CMI CUMMINS INC 1.0%
Value ($000) $1,301 Shares 8,904 Est. Cost $77.71 Unrealized +49.5%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $1,219 Shares 14,340 Est. Cost $55.88 Unrealized +4.1%
BUD ANHEUSER BUSCH INBEV SA/NV 0.9%
Value ($000) $1,174 Shares 13,405 Est. Cost $112.21 Unrealized
TU TELUS CORP 0.9%
Value ($000) $1,108 Shares 30,065 Est. Cost $17.22 Unrealized +6.3%
SLB SCHLUMBERGER LTD 0.9%
Value ($000) $1,097 Shares 18,000 Est. Cost $56.59 Unrealized -8.1%
WHR WHIRLPOOL CORP 0.9%
Value ($000) $1,083 Shares 9,120 Est. Cost $132.55 Unrealized 0.0%
GENERAL ELECTRIC CO 0.7%
Value ($000) $884 Shares 78,322 Est. Cost $27.57 Unrealized
EXR EXTRA SPACE STORAGE INC 0.7%
Value ($000) $822 Shares 9,490 Est. Cost $55.63 Unrealized +26.5%
AQUA AMERICA INC 0.7%
Value ($000) $814 Shares 22,052 Est. Cost $23.58 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $780 Shares 5,642 Est. Cost $84.61 Unrealized +27.7%
CLX CLOROX CO DEL 0.6%
Value ($000) $766 Shares 5,096 Est. Cost $63.81 Unrealized +79.6%
ABT ABBOTT LABS 0.6%
Value ($000) $719 Shares 9,806 Est. Cost $29.75 Unrealized +94.4%
VNQ VANGUARD INDEX FDS 0.6%
Value ($000) $717 Shares 8,890 Est. Cost $67.05 Unrealized
COP CONOCOPHILLIPS 0.5%
Value ($000) $681 Shares 8,794 Est. Cost $48.40 Unrealized +16.5%
PIONEER NAT RES CO 0.5%
Value ($000) $678 Shares 3,892 Est. Cost $184.09 Unrealized
CAH CARDINAL HEALTH INC 0.5%
Value ($000) $674 Shares 12,490 Est. Cost $45.07 Unrealized -8.8%
DLR DIGITAL RLTY TR INC 0.5%
Value ($000) $665 Shares 5,915 Est. Cost $35.63 Unrealized +159.8%
CWT CALIFORNIA WTR SVC GROUP 0.5%
Value ($000) $649 Shares 15,120 Est. Cost $16.72 Unrealized +112.0%
AAPL APPLE INC 0.5%
Value ($000) $648 Shares 2,869 Est. Cost $20.39 Unrealized +141.6%
DEO DIAGEO P L C 0.5%
Value ($000) $623 Shares 4,400 Est. Cost $110.56 Unrealized
ET ENERGY TRANSFER EQUITY L P 0.5%
Value ($000) $589 Shares 26,478 Est. Cost $18.27 Unrealized
SYY SYSCO CORP 0.5%
Value ($000) $589 Shares 8,040 Est. Cost $24.38 Unrealized +143.1%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $579 Shares 10,849 Est. Cost $29.44 Unrealized +21.0%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $567 Shares 4,854 Est. Cost $79.82 Unrealized +10.8%
SDY SPDR SERIES TRUST 0.4%
Value ($000) $550 Shares 5,612 Est. Cost $83.56 Unrealized
TBT PROSHARES TR 0.4%
Value ($000) $521 Shares 13,600 Est. Cost $54.89 Unrealized
MET METLIFE INC 0.4%
Value ($000) $498 Shares 10,664 Est. Cost $32.49 Unrealized +9.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.4%
Value ($000) $465 Shares 10,524 Est. Cost $17.45 Unrealized
KSS KOHLS CORP 0.4%
Value ($000) $463 Shares 6,205 Est. Cost $54.82 Unrealized +38.0%
USB US BANCORP DEL 0.4%
Value ($000) $447 Shares 8,466 Est. Cost $25.38 Unrealized +54.2%
BEN FRANKLIN RES INC 0.3%
Value ($000) $423 Shares 13,910 Est. Cost $22.81 Unrealized 0.0%
BA BOEING CO 0.3%
Value ($000) $420 Shares 1,130 Est. Cost $126.03 Unrealized +169.0%
VIACOM INC NEW 0.3%
Value ($000) $416 Shares 12,318 Est. Cost $41.20 Unrealized
HANESBRANDS INC 0.3%
Value ($000) $416 Shares 22,592 Est. Cost $18.42 Unrealized
BSV VANGUARD BD INDEX FD INC 0.3%
Value ($000) $403 Shares 5,165 Est. Cost $80.06 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $350 Shares 2,863 Est. Cost $71.58 Unrealized +22.8%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $337 Shares 2,234 Est. Cost $53.83 Unrealized +124.4%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $331 Shares 3,977 Est. Cost $60.10 Unrealized +12.8%
GLD SPDR GOLD TRUST 0.3%
Value ($000) $312 Shares 2,765 Est. Cost $116.48 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $299 Shares 3,662 Est. Cost $59.71 Unrealized -7.1%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $297 Shares 4,440 Est. Cost $48.40 Unrealized +15.6%
TGT TARGET CORP 0.2%
Value ($000) $287 Shares 3,255 Est. Cost $49.29 Unrealized +37.9%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $262 Shares 9,385 Est. Cost $17.29 Unrealized +27.2%
PSX PHILLIPS 66 0.2%
Value ($000) $262 Shares 2,327 Est. Cost $61.25 Unrealized +40.5%
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $241 Shares 3,530 Est. Cost $71.25 Unrealized
GLW CORNING INC 0.2%
Value ($000) $227 Shares 6,425 Est. Cost $26.48 Unrealized 0.0%
PAYX PAYCHEX INC 0.2%
Value ($000) $227 Shares 3,084 Est. Cost $51.54 Unrealized +12.4%
ENB ENBRIDGE INC 0.2%
Value ($000) $225 Shares 6,958 Est. Cost $24.72 Unrealized -11.1%
WY WEYERHAEUSER CO 0.2%
Value ($000) $204 Shares 6,325 Est. Cost $21.13 Unrealized +22.6%
WU WESTERN UN CO 0.2%
Value ($000) $193 Shares 10,150 Est. Cost $19.19 Unrealized
ENSCO PLC 0.1%
Value ($000) $127 Shares 15,000 Est. Cost $45.00 Unrealized