$134 Million is the total value of Loudon Investment Management, LLC's 77 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 28.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TR | $6,733,000 | +610.2% | 32,760 | +581.1% | 5.04% | +645.9% |
| TEF | Buy | TELEFONICA S A | $4,659,000 | -5.8% | 327,853 | +1.9% | 3.48% | -1.1% |
| T | Buy | AT&T INC | $3,804,000 | -3.2% | 113,254 | +1.6% | 2.84% | +1.6% |
| COH | Buy | COACH INC | $3,476,000 | +6.1% | 92,534 | +0.6% | 2.60% | +11.4% |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $779,000 | – | 4,854 | +100.0% | 0.58% | – |
| BAX | Buy | BAXTER INTL INC | $398,000 | +3.4% | 5,426 | +1.2% | 0.30% | +8.8% |
| TBT | Buy | ULTRASHORT 20+ YEAR TREASURY | $307,000 | -13.0% | 6,622 | +5.7% | 0.23% | -8.7% |
| GLD | Buy | SPDR GOLD TRUST | $292,000 | +1.7% | 2,570 | +4.0% | 0.22% | +6.9% |
| NUS | New | NU SKIN ENTERPRISES INC | $229,000 | – | 5,250 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORPORATION | 40 | Q3 2023 | 6.8% |
| CISCO SYSTEMS, INC. | 40 | Q3 2023 | 5.6% |
| INTEL CORPORATION | 40 | Q3 2023 | 5.6% |
| ENTERPRISE PRODUCTS PARTNERS LP | 40 | Q3 2023 | 4.6% |
| ABBVIE INC. | 40 | Q3 2023 | 5.2% |
| AFLAC INC. | 40 | Q3 2023 | 3.3% |
| SPDR S&P 500 INDEX FUND | 40 | Q3 2023 | 5.0% |
| CATERPILLAR INC DEL | 40 | Q3 2023 | 2.4% |
| DEERE & COMPANY | 40 | Q3 2023 | 2.1% |
| VANGUARD SHORT-TERM CORP BOND ETF | 40 | Q3 2023 | 2.3% |
View Loudon Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR/A | 2024-02-07 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-04-27 |
View Loudon Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.