LIM
Loudon Investment Management Portfolio holdings
AUM
$181M
1-Year Est. Return
14.9%
1 Year Est. Return
+14.9%
AUM
$181M
AUM Growth
+$5.67M
(+3.2%)
Holding
104
Top Buys
| 1 | +$2.6M | |
| 2 | +$2.03M | |
| 3 | +$1.8M | |
| 4 |
Domino's
DPZ
|
+$1.78M |
| 5 |
RTX Corp
RTX
|
+$536K |
Top Sells
| 1 | +$1.7M | |
| 2 | +$1.19M | |
| 3 | +$1.14M | |
| 4 |
SLB Limited
SLB
|
+$1.01M |
| 5 |
JPMorgan Chase
JPM
|
+$835K |
Sector Composition
| 1 | Technology | 23.1% |
| 2 | Industrials | 15.25% |
| 3 | Financials | 13.07% |
| 4 | Healthcare | 7.96% |
| 5 | Real Estate | 7.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.82T
| $13.5M | 7.48% |
27,186
-150
|
|
||
2
Technology Select Sector SPDR Fund
XLK
$93.7B
| $8.21M | 4.54% |
32,431
+463
|
|
||
3
Enterprise Products Partners
EPD
$65.4B
| $6.74M | 3.73% |
217,371
-1,600
|
|
||
4
Fastenal
FAST
$48.7B
| $6.68M | 3.7% |
159,082
-2,500
|
|
||
5
Genpact
G
$6.87B
| $6.46M | 3.57% |
146,750
-475
|
|
||
6
SPDR S&P 500 ETF Trust
SPY
$660B
| $5.88M | 3.25% |
9,520
+122
|
|
||
7
Truist Financial
TFC
$54.9B
| $5.37M | 2.97% |
124,821
-525
|
|
||
8
Qualcomm
QCOM
$176B
| $5.24M | 2.9% |
32,916
-7,483
|
|
||
9
Cisco
CSCO
$277B
| $5.04M | 2.79% |
72,695
-3,415
|
|
||
10
Lowe's Companies
LOW
$137B
| $4.87M | 2.7% |
21,962
-225
|
|
||
11
Lincoln National
LNC
$7.31B
| $4.83M | 2.67% |
139,564
+4,950
|
|
||
|
12
JPMorgan Chase
JPM
$810B
| $4.01M | 2.22% |
13,833
-2,880
|
|
||
13
AbbVie
ABBV
$406B
| $3.89M | 2.15% |
20,937
-500
|
|
||
14
Essex Property Trust
ESS
$16.7B
| $3.61M | 2% |
12,739
-1,165
|
|
||
15
Illinois Tool Works
ITW
$72.7B
| $3.59M | 1.98% |
14,505
-3,071
|
|
||
16
Apple
AAPL
$3.74T
| $3.48M | 1.93% |
16,976
-290
|
|
||
17
Abbott
ABT
$224B
| $3.3M | 1.82% |
24,247
+3,168
|
|
||
18
American Tower
AMT
$89.6B
| $3.26M | 1.8% |
14,728
+760
|
|
||
19
TSMC
TSM
$1.53T
| $3.25M | 1.8% |
14,357
+75
|
|
||
20
Caterpillar
CAT
$247B
| $3.06M | 1.69% |
7,876
-12
|
|
||
21
Digital Realty Trust
DLR
$58.9B
| $2.83M | 1.57% |
16,235
-250
|
|
||
22
Emerson Electric
EMR
$72.8B
| $2.69M | 1.49% |
20,180
|
|
||
23
US Bancorp
USB
$71.1B
| $2.62M | 1.45% |
58,005
-280
|
|
||
24
Novo Nordisk
NVO
$242B
| $2.6M | 1.44% |
+37,671
|
|
||
25
Ameriprise Financial
AMP
$44.3B
| $2.51M | 1.39% |
4,695
-1,292
|
|