Asset Manager
← All Institutions
Loudon Investment Management, LLC
Market Value
$0
-100.0%
Holdings
93
-6
New Purchases
0
Added To
0
Closed
93
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 24 | $0 | 0% |
| Large Cap | 63 | $0 | 0% |
| Mid Cap | 6 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$389.4B
Median Market Cap
$92.7B
Avg P/E
31.3
Median P/E
23.5
Avg Dividend Yield
0.03%
Avg Beta
0.86
# Stocks
73
# ETFs / Funds
20
Top Holdings (93 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AFL | —% | — | — | — | -$1M | -9,276 | -100.0% | SOLD |
| 2 | EXR | —% | — | — | — | -$288K | -2,215 | -100.0% | SOLD |
| 3 | AMP | —% | — | — | — | -$2M | -4,630 | -100.0% | SOLD |
| 4 | ACN | —% | — | — | — | -$3M | -11,997 | -100.0% | SOLD |
| 5 | FDX | —% | — | — | — | -$303K | -1,050 | -100.0% | SOLD |
| 6 | XOM | —% | — | — | — | -$519K | -4,313 | -100.0% | SOLD |
| 7 | NEE | —% | — | — | — | -$4M | -44,110 | -100.0% | SOLD |
| 8 | AMT | —% | — | — | — | -$3M | -14,828 | -100.0% | SOLD |
| 9 | DLR | —% | — | — | — | -$2M | -15,305 | -100.0% | SOLD |
| 10 | GBCI | —% | — | — | — | -$1M | -31,439 | -100.0% | SOLD |
| 11 | APD | —% | — | — | — | -$270K | -1,095 | -100.0% | SOLD |
| 12 | ADM | —% | — | — | — | -$398K | -6,925 | -100.0% | SOLD |
| 13 | COP | —% | — | — | — | -$204K | -2,180 | -100.0% | SOLD |
| 14 | FRT | —% | — | — | — | -$223K | -2,215 | -100.0% | SOLD |
| 15 | GS | —% | — | — | — | -$425K | -484 | -100.0% | SOLD |
| 16 | ABBV | —% | — | — | — | -$5M | -20,702 | -100.0% | SOLD |
| 17 | ECL | —% | — | — | — | -$387K | -1,476 | -100.0% | SOLD |
| 18 | BLK | —% | — | — | — | -$504K | -471 | -100.0% | SOLD |
| 19 | MO | —% | — | — | — | -$665K | -11,538 | -100.0% | SOLD |
| 20 | LOW | —% | — | — | — | -$5M | -21,442 | -100.0% | SOLD |
| 21 | WEC | —% | — | — | — | -$546K | -5,180 | -100.0% | SOLD |
| 22 | IBM | —% | — | — | — | -$808K | -2,728 | -100.0% | SOLD |
| 23 | DE | —% | — | — | — | -$2M | -4,031 | -100.0% | SOLD |
| 24 | WTRG | —% | — | — | — | -$593K | -15,463 | -100.0% | SOLD |
| 25 | NVO | —% | — | — | — | -$3M | -50,183 | -100.0% | SOLD |
| 26 | LMT | —% | — | — | — | -$1M | -2,289 | -100.0% | SOLD |
| 27 | CAT | —% | — | — | — | -$4M | -7,456 | -100.0% | SOLD |
| 28 | PNR | —% | — | — | — | -$2M | -20,332 | -100.0% | SOLD |
| 29 | JPM | —% | — | — | — | -$4M | -13,655 | -100.0% | SOLD |
| 30 | ITW | —% | — | — | — | -$3M | -13,565 | -100.0% | SOLD |
| 31 | G | —% | — | — | — | -$7M | -145,260 | -100.0% | SOLD |
| 32 | TFC | —% | — | — | — | -$6M | -120,774 | -100.0% | SOLD |
| 33 | EPD | —% | — | — | — | -$7M | -217,907 | -100.0% | SOLD |
| 34 | CMI | —% | — | — | — | -$4M | -7,176 | -100.0% | SOLD |
| 35 | PLD | —% | — | — | — | -$1M | -11,405 | -100.0% | SOLD |
| 36 | ABT | —% | — | — | — | -$3M | -24,417 | -100.0% | SOLD |
| 37 | BIV | —% | — | — | — | -$399K | -5,117 | -100.0% | SOLD |
| 38 | LNC | —% | — | — | — | -$6M | -135,489 | -100.0% | SOLD |
| 39 | MRK | —% | — | — | — | -$1M | -12,803 | -100.0% | SOLD |
| 40 | O | —% | — | — | — | -$5M | -83,050 | -100.0% | SOLD |
| 41 | USB | —% | — | — | — | -$3M | -58,845 | -100.0% | SOLD |
| 42 | UGI | —% | — | — | — | -$1M | -35,585 | -100.0% | SOLD |
| 43 | JNJ | —% | — | — | — | -$1M | -5,696 | -100.0% | SOLD |
| 44 | ENB | —% | — | — | — | -$1M | -29,951 | -100.0% | SOLD |
| 45 | VLO | —% | — | — | — | -$687K | -4,219 | -100.0% | SOLD |
| 46 | EMR | —% | — | — | — | -$3M | -20,180 | -100.0% | SOLD |
| 47 | SWK | —% | — | — | — | -$1M | -15,795 | -100.0% | SOLD |
| 48 | HTO | —% | — | — | — | -$267K | -5,450 | -100.0% | SOLD |
| 49 | TU | —% | — | — | — | -$502K | -38,100 | -100.0% | SOLD |
| 50 | MDT | —% | — | — | — | -$545K | -5,672 | -100.0% | SOLD |
| 51 | PSA | —% | — | — | — | -$623K | -2,400 | -100.0% | SOLD |
| 52 | RTX | —% | — | — | — | -$673K | -3,671 | -100.0% | SOLD |
| 53 | TSM | —% | — | — | — | -$4M | -13,967 | -100.0% | SOLD |
| 54 | CSCO | —% | — | — | — | -$6M | -72,005 | -100.0% | SOLD |
| 55 | FAST | —% | — | — | — | -$6M | -158,607 | -100.0% | SOLD |
| 56 | ADP | —% | — | — | — | -$2M | -6,343 | -100.0% | SOLD |
| 57 | DPZ | —% | — | — | — | -$3M | -7,884 | -100.0% | SOLD |
| 58 | ACWX | —% | — | — | — | -$531K | -7,903 | -100.0% | SOLD |
| 59 | VEA | —% | — | — | — | -$219K | -3,506 | -100.0% | SOLD |
| 60 | SYY | —% | — | — | — | -$549K | -7,445 | -100.0% | SOLD |
| 61 | AAPL | —% | — | — | — | -$5M | -16,971 | -100.0% | SOLD |
| 62 | FLOT | —% | — | — | — | -$1M | -27,112 | -100.0% | SOLD |
| 63 | CRWD | —% | — | — | — | -$316K | -675 | -100.0% | SOLD |
| 64 | AMGN | —% | — | — | — | -$2M | -5,262 | -100.0% | SOLD |
| 65 | BSV | —% | — | — | — | -$851K | -10,801 | -100.0% | SOLD |
| 66 | PEP | —% | — | — | — | -$888K | -6,185 | -100.0% | SOLD |
| 67 | SHOP | —% | — | — | — | -$274K | -1,700 | -100.0% | SOLD |
| 68 | RSP | —% | — | — | — | -$725K | -3,786 | -100.0% | SOLD |
| 69 | VTI | —% | — | — | — | -$1M | -3,268 | -100.0% | SOLD |
| 70 | XLF | —% | — | — | — | -$424K | -7,740 | -100.0% | SOLD |
| 71 | NVDA | —% | — | — | — | -$843K | -4,519 | -100.0% | SOLD |
| 72 | NOBL | —% | — | — | — | -$283K | -2,720 | -100.0% | SOLD |
| 73 | QCOM | —% | — | — | — | -$6M | -32,455 | -100.0% | SOLD |
| 74 | SCHD | —% | — | — | — | -$360K | -13,111 | -100.0% | SOLD |
| 75 | SPY | —% | — | — | — | -$6M | -9,402 | -100.0% | SOLD |
| 76 | XLV | —% | — | — | — | -$1M | -6,745 | -100.0% | SOLD |
| 77 | XLC | —% | — | — | — | -$1M | -8,610 | -100.0% | SOLD |
| 78 | GOOG | —% | — | — | — | -$447K | -1,425 | -100.0% | SOLD |
| 79 | BIL | —% | — | — | — | -$557K | -6,093 | -100.0% | SOLD |
| 80 | IJR | —% | — | — | — | -$877K | -7,297 | -100.0% | SOLD |
| 81 | GD | —% | — | — | — | -$988K | -2,935 | -100.0% | SOLD |
| 82 | QQQ | —% | — | — | — | -$463K | -753 | -100.0% | SOLD |
| 83 | AMZN | —% | — | — | — | -$259K | -1,123 | -100.0% | SOLD |
| 84 | TSLA | —% | — | — | — | -$292K | -650 | -100.0% | SOLD |
| 85 | TMUS | —% | — | — | — | -$3M | -15,135 | -100.0% | SOLD |
| 86 | XLK | —% | — | — | — | -$10M | -67,046 | -100.0% | SOLD |
| 87 | PAYX | —% | — | — | — | -$1M | -10,035 | -100.0% | SOLD |
| 88 | XLE | —% | — | — | — | -$677K | -15,148 | -100.0% | SOLD |
| 89 | VCSH | —% | — | — | — | -$1M | -12,692 | -100.0% | SOLD |
| 90 | VRTX | —% | — | — | — | -$220K | -485 | -100.0% | SOLD |
| 91 | VNQ | —% | — | — | — | -$650K | -7,345 | -100.0% | SOLD |
| 92 | BK | —% | — | — | — | -$1M | -9,177 | -100.0% | SOLD |
| 93 | MSFT | —% | — | — | — | -$13M | -27,230 | -100.0% | SOLD |