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 | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.76T
| $10.3M | 5.86% |
27,336
-155
|
|
||
2
Enterprise Products Partners
EPD
$67.7B
| $7.48M | 4.27% |
218,971
+8,855
|
|
||
3
Genpact
G
$7.63B
| $7.42M | 4.24% |
147,225
+3,160
|
|
||
4
Technology Select Sector SPDR Fund
XLK
$97.2B
| $6.6M | 3.77% |
31,968
+180
|
|
||
5
Fastenal
FAST
$47.5B
| $6.27M | 3.58% |
161,582
-550
|
|
||
6
Qualcomm
QCOM
$184B
| $6.21M | 3.54% |
40,399
+30
|
|
||
7
SPDR S&P 500 ETF Trust
SPY
$677B
| $5.26M | 3% |
9,398
+5
|
|
||
8
Lowe's Companies
LOW
$131B
| $5.17M | 2.96% |
22,187
-80
|
|
||
9
Truist Financial
TFC
$57.7B
| $5.16M | 2.95% |
125,346
+2,519
|
|
||
10
Lincoln National
LNC
$7.8B
| $4.83M | 2.76% |
134,614
+6,065
|
|
||
11
Cisco
CSCO
$284B
| $4.7M | 2.68% |
76,110
+1,085
|
|
||
12
AbbVie
ABBV
$387B
| $4.49M | 2.57% |
21,437
-302
|
|
||
13
Illinois Tool Works
ITW
$70.9B
| $4.36M | 2.49% |
17,576
-155
|
|
||
14
Amgen
AMGN
$174B
| $4.27M | 2.44% |
13,712
-40
|
|
||
15
Essex Property Trust
ESS
$16.8B
| $4.26M | 2.43% |
13,904
-48
|
|
||
16
JPMorgan Chase
JPM
$863B
| $4.1M | 2.34% |
16,713
+585
|
|
||
17
Apple
AAPL
$3.98T
| $3.84M | 2.19% |
17,266
|
|
||
18
Stanley Black & Decker
SWK
$10.5B
| $3.46M | 1.97% |
44,948
-2,832
|
|
||
19
American Tower
AMT
$84.1B
| $3.04M | 1.74% |
13,968
+1,235
|
|
||
20
Ameriprise Financial
AMP
$42.7B
| $2.9M | 1.66% |
5,987
|
|
||
21
Abbott
ABT
$219B
| $2.8M | 1.6% |
21,079
+15,052
|
|
||
22
Caterpillar
CAT
$267B
| $2.6M | 1.49% |
7,888
-100
|
|
||
23
US Bancorp
USB
$74B
| $2.46M | 1.41% |
58,285
-233
|
|
||
24
TSMC
TSM
$1.53T
| $2.37M | 1.35% |
14,282
-75
|
|
||
25
Digital Realty Trust
DLR
$58.1B
| $2.36M | 1.35% |
16,485
|
|