LIM
Loudon Investment Management Portfolio holdings
AUM
$181M
1-Year Est. Return
14.9%
1 Year Est. Return
+14.9%
AUM
$175M
AUM Growth
-$762K
(-0.43%)
Holding
101
Top Buys
| 1 | +$2M | |
| 2 | +$1.76M | |
| 3 | +$1.06M | |
| 4 |
WEC Energy
WEC
|
+$784K |
| 5 |
Paychex
PAYX
|
+$701K |
Top Sells
| 1 | +$3.16M | |
| 2 | +$1.3M | |
| 3 | +$1.27M | |
| 4 |
Crown Castle
CCI
|
+$975K |
| 5 |
Whirlpool
WHR
|
+$380K |
Sector Composition
| 1 | Technology | 22.37% |
| 2 | Industrials | 15.95% |
| 3 | Financials | 13.53% |
| 4 | Healthcare | 8.53% |
| 5 | Real Estate | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cummins
CMI
$65.3B
| $2.36M | 1.35% |
7,526
+180
|
|
||
27
Verizon
VZ
$168B
| $2.3M | 1.31% |
50,652
+1,725
|
|
||
28
Emerson Electric
EMR
$72.9B
| $2.21M | 1.26% |
20,180
|
|
||
29
SLB Ltd
SLB
$55.1B
| $2.21M | 1.26% |
52,784
+11,720
|
|
||
30
Air Products & Chemicals
APD
$57.8B
| $2.03M | 1.16% |
6,896
+1,437
|
|
||
31
Deere & Co
DE
$126B
| $1.94M | 1.11% |
4,131
|
|
||
32
Pentair
PNR
$17.6B
| $1.78M | 1.02% |
20,382
|
|
||
33
UGI
UGI
$7.3B
| $1.76M | 1% |
+53,105
|
|
||
34
Aflac
AFL
$59.8B
| $1.53M | 0.88% |
13,791
-1,120
|
|
||
35
Realty Income
O
$51.9B
| $1.52M | 0.87% |
26,160
+4,180
|
|
||
36
Automatic Data Processing
ADP
$103B
| $1.48M | 0.84% |
4,836
+295
|
|
||
37
iShares Floating Rate Bond ETF
FLOT
$8.98B
| $1.44M | 0.82% |
28,187
+10,285
|
|
||
38
PepsiCo
PEP
$195B
| $1.43M | 0.82% |
9,565
+256
|
|
||
39
Glacier Bancorp
GBCI
$5.54B
| $1.39M | 0.79% |
31,439
|
|
||
40
IBM
IBM
$289B
| $1.06M | 0.61% |
+4,279
|
|
||
|
41
Paychex
PAYX
$40.3B
| $1.06M | 0.61% |
6,895
+4,545
|
|
||
42
Target
TGT
$41.2B
| $1.06M | 0.6% |
10,132
-12,412
|
|
||
43
Johnson & Johnson
JNJ
$450B
| $1M | 0.57% |
6,051
|
|
||
44
United Parcel Service
UPS
$79B
| $988K | 0.56% |
8,985
-2,171
|
|
||
45
Vanguard Total Stock Market ETF
VTI
$556B
| $980K | 0.56% |
3,564
-58
|
|
||
46
Lockheed Martin
LMT
$106B
| $964K | 0.55% |
2,157
-117
|
|
||
47
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.3B
| $961K | 0.55% |
12,176
-135
|
|
||
48
Enbridge
ENB
$104B
| $939K | 0.54% |
21,201
+240
|
|
||
49
Merck
MRK
$215B
| $935K | 0.53% |
10,419
-2,889
|
|
||
50
Comcast
CMCSA
$99.7B
| $922K | 0.53% |
24,989
-85,564
|
|