$95.6 Million is the total value of Loudon Investment Management, LLC's 77 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHD | Exit | SCHWAB STRATEGIC TR | $0 | – | -3,750 | -100.0% | -0.17% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -3,009 | -100.0% | -0.20% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -2,327 | -100.0% | -0.20% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -928 | -100.0% | -0.21% | – |
| FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -9,385 | -100.0% | -0.22% | – |
| BA | Exit | BOEING CO | $0 | – | -1,220 | -100.0% | -0.31% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -2,842 | -100.0% | -0.34% | – |
| ET | Exit | ENERGY TRANSFER EQUITY L P | $0 | – | -33,635 | -100.0% | -0.34% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -3,663 | -100.0% | -0.34% | – |
| WTR | Exit | AQUA AMERICA INC | $0 | – | -22,052 | -100.0% | -0.81% | – |
| DD | Exit | DUPONT DE NEMOURS, INC. | $0 | – | -19,228 | -100.0% | -0.96% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-27
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.