LIM

Loudon Investment Management Portfolio holdings

AUM $181M
1-Year Est. Return 14.9%
This Quarter Est. Return
1 Year Est. Return
+14.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.03M
3
+$1.8M
4
DPZ icon
Domino's
DPZ
+$1.78M
5
RTX icon
RTX Corp
RTX
+$536K

Top Sells

1
+$1.7M
2
+$1.19M
3
+$1.14M
4
SLB icon
SLB Limited
SLB
+$1.01M
5
JPM icon
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
CMI icon
26
Cummins
CMI
$56.7B
$2.46M 1.36%
7,526
NEE icon
27
NextEra Energy
NEE
$174B
$2.25M 1.25%
32,430
+29,180
AMGN icon
28
Amgen
AMGN
$161B
$2.13M 1.18%
7,629
-6,083
PNR icon
29
Pentair
PNR
$17.8B
$2.09M 1.16%
20,382
DE icon
30
Deere & Co
DE
$124B
$2.05M 1.13%
4,031
-100
APD icon
31
Air Products & Chemicals
APD
$56.4B
$2.01M 1.11%
7,123
+227
UGI icon
32
UGI
UGI
$6.97B
$1.93M 1.07%
53,105
SWK icon
33
Stanley Black & Decker
SWK
$10.5B
$1.9M 1.05%
28,068
-16,880
TMUS icon
34
T-Mobile US
TMUS
$258B
$1.8M 1%
+7,565
DPZ icon
35
Domino's
DPZ
$14.1B
$1.78M 0.98%
+3,949
ADP icon
36
Automatic Data Processing
ADP
$114B
$1.52M 0.84%
4,933
+97
O icon
37
Realty Income
O
$54.8B
$1.51M 0.83%
26,170
+10
VZ icon
38
Verizon
VZ
$171B
$1.47M 0.81%
34,040
-16,612
FLOT icon
39
iShares Floating Rate Bond ETF
FLOT
$8.98B
$1.44M 0.8%
28,222
+35
GBCI icon
40
Glacier Bancorp
GBCI
$5.71B
$1.35M 0.75%
31,439
ENB icon
41
Enbridge
ENB
$103B
$1.35M 0.75%
29,801
+8,600
AFL icon
42
Aflac
AFL
$57.6B
$1.24M 0.69%
11,801
-1,990
XLC icon
43
The Communication Services Select Sector SPDR Fund
XLC
$27.5B
$1.21M 0.67%
11,116
+2,506
IBM icon
44
IBM
IBM
$262B
$1.16M 0.64%
3,936
-343
PAYX icon
45
Paychex
PAYX
$45.5B
$1.05M 0.58%
7,195
+300
LMT icon
46
Lockheed Martin
LMT
$116B
$1M 0.55%
2,164
+7
PLD icon
47
Prologis
PLD
$115B
$995K 0.55%
9,465
+4,880
PEP icon
48
PepsiCo
PEP
$210B
$984K 0.54%
7,455
-2,110
VTI icon
49
Vanguard Total Stock Market ETF
VTI
$543B
$980K 0.54%
3,224
-340
VCSH icon
50
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$961K 0.53%
12,093
-83
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