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
ECL icon
76
Ecolab
ECL
$78.5B
$481K 0.27%
1,786
ACWX icon
77
iShares MSCI ACWI ex US ETF
ACWX
$6.96B
$468K 0.26%
7,687
+41
XOM icon
78
Exxon Mobil
XOM
$479B
$465K 0.26%
4,313
+400
UPS icon
79
United Parcel Service
UPS
$73.2B
$449K 0.25%
4,450
-4,535
ADM icon
80
Archer Daniels Midland
ADM
$30.4B
$405K 0.22%
7,680
-125
XLF icon
81
Financial Select Sector SPDR Fund
XLF
$53.7B
$405K 0.22%
7,740
QQQ icon
82
Invesco QQQ Trust
QQQ
$384B
$396K 0.22%
717
+9
BIV icon
83
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$353K 0.2%
4,568
+53
CRWD icon
84
CrowdStrike
CRWD
$122B
$344K 0.19%
675
GS icon
85
Goldman Sachs
GS
$232B
$343K 0.19%
+484
TTD icon
86
Trade Desk
TTD
$24.4B
$338K 0.19%
4,700
EXR icon
87
Extra Space Storage
EXR
$32.2B
$327K 0.18%
2,215
-150
BIL icon
88
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$304K 0.17%
3,313
-730
NOBL icon
89
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$299K 0.17%
2,970
-310
TGT icon
90
Target
TGT
$41.3B
$271K 0.15%
2,747
-7,385
XLI icon
91
Industrial Select Sector SPDR Fund
XLI
$23.4B
$268K 0.15%
+1,820
AMZN icon
92
Amazon
AMZN
$2.27T
$246K 0.14%
1,123
+43
FDX icon
93
FedEx
FDX
$56.1B
$239K 0.13%
1,050
+50
PPG icon
94
PPG Industries
PPG
$22.9B
$228K 0.13%
2,000
SDY icon
95
SPDR S&P Dividend ETF
SDY
$20.2B
$224K 0.12%
1,651
-536
CLX icon
96
Clorox
CLX
$14.6B
$216K 0.12%
1,801
VRTX icon
97
Vertex Pharmaceuticals
VRTX
$107B
$216K 0.12%
485
TSLA icon
98
Tesla
TSLA
$1.46T
$206K 0.11%
+650
VEA icon
99
Vanguard FTSE Developed Markets ETF
VEA
$178B
$203K 0.11%
+3,563
CL icon
100
Colgate-Palmolive
CL
$63.9B
– –
-2,294
1 2 3
4
5