Loudon Investment Management

Loudon Investment Management as of June 30, 2014

Portfolio Holdings for Loudon Investment Management

Loudon Investment Management holds 80 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dow Chemical Company 5.2 $7.5M 146k 51.46
Intel Corporation (INTC) 5.0 $7.2M 234k 30.90
Telefonica (TEF) 4.8 $6.9M 403k 17.16
Teva Pharmaceutical Industries (TEVA) 4.2 $6.1M 116k 52.42
Cardinal Health (CAH) 4.2 $6.0M 88k 68.56
ConocoPhillips (COP) 3.2 $4.7M 54k 85.74
Cisco Systems (CSCO) 3.2 $4.6M 187k 24.85
Microsoft Corporation (MSFT) 3.0 $4.4M 106k 41.70
General Electric Company 2.9 $4.2M 160k 26.28
Freeport-McMoRan Copper & Gold (FCX) 2.7 $4.0M 109k 36.50
Kohl's Corporation (KSS) 2.7 $4.0M 75k 52.67
At&t (T) 2.7 $3.9M 111k 35.36
Ensco Plc Shs Class A 2.6 $3.8M 69k 55.56
National Grid 2.6 $3.8M 51k 74.38
Tupperware Brands Corporation (TUP) 2.5 $3.7M 44k 83.71
Diamond Offshore Drilling 2.5 $3.6M 73k 49.62
AFLAC Incorporated (AFL) 2.4 $3.4M 55k 62.25
Caterpillar (CAT) 2.4 $3.4M 32k 108.67
CommonWealth REIT 2.2 $3.3M 124k 26.32
Exxon Mobil Corporation (XOM) 1.6 $2.3M 23k 100.67
Deere & Company (DE) 1.6 $2.2M 25k 90.54
Digital Realty Trust (DLR) 1.5 $2.2M 38k 58.32
Abbvie (ABBV) 1.4 $2.1M 38k 56.43
HCP 1.4 $2.1M 50k 41.39
Valero Energy Corporation (VLO) 1.4 $2.0M 40k 50.10
Enterprise Products Partners (EPD) 1.4 $2.0M 25k 78.30
Pepsi (PEP) 1.3 $1.9M 22k 89.32
SYSCO Corporation (SYY) 1.2 $1.7M 46k 37.44
Pioneer Natural Resources (PXD) 1.2 $1.7M 7.4k 229.84
Staples 1.1 $1.6M 150k 10.84
Linn Energy 1.1 $1.6M 49k 32.34
Glacier Ban (GBCI) 1.1 $1.5M 54k 28.38
USD.001 Atlas Energy Lp ltd part 1.0 $1.5M 33k 44.87
Telus Ord (TU) 1.0 $1.5M 40k 37.23
Clorox Company (CLX) 1.0 $1.4M 16k 91.40
Linn 1.0 $1.4M 46k 31.28
Pebblebrook Hotel Trust (PEB) 0.9 $1.3M 36k 36.96
Wells Fargo & Company (WFC) 0.9 $1.3M 25k 52.57
Sunoco Logistics Partners 0.8 $1.2M 25k 47.12
Public Storage (PSA) 0.8 $1.1M 6.7k 171.35
America Movil Sab De Cv spon adr l 0.8 $1.1M 53k 20.75
Vanguard Short Term Corporate Bond ETF (VCSH) 0.7 $1.1M 13k 80.39
Occidental Petroleum Corporation (OXY) 0.7 $1.0M 10k 102.61
Spdr S&p 500 Etf (SPY) 0.7 $1.0M 5.1k 195.66
Royal Dutch Shell 0.7 $996k 12k 82.38
Enerplus Corp (ERF) 0.6 $852k 34k 25.17
Hawkins (HWKN) 0.6 $826k 22k 37.15
Paychex (PAYX) 0.5 $751k 18k 41.55
Chevron Corporation (CVX) 0.5 $711k 5.4k 130.55
Total (TTE) 0.5 $671k 9.3k 72.18
Vanguard Short-Term Bond ETF (BSV) 0.4 $637k 7.9k 80.33
Abbott Laboratories (ABT) 0.4 $595k 15k 40.90
Aqua America 0.4 $578k 22k 26.21
Vanguard REIT ETF (VNQ) 0.4 $576k 7.7k 74.81
Apple (AAPL) 0.4 $572k 6.2k 92.86
Johnson & Johnson (JNJ) 0.4 $551k 5.3k 104.71
Colgate-Palmolive Company (CL) 0.4 $545k 8.0k 68.12
SPDR Gold Trust (GLD) 0.3 $506k 4.0k 128.10
Taiwan Semiconductor Mfg (TSM) 0.3 $470k 22k 21.37
E.I. du Pont de Nemours & Company 0.3 $472k 7.2k 65.49
Molson Coors Brewing Company (TAP) 0.3 $447k 6.0k 74.22
Pengrowth Energy Corp 0.3 $458k 64k 7.19
Automatic Data Processing (ADP) 0.3 $436k 5.5k 79.27
Simmons First National Corporation (SFNC) 0.3 $437k 11k 39.42
Baxter International (BAX) 0.3 $388k 5.4k 72.37
Pembina Pipeline Corp (PBA) 0.3 $393k 9.2k 42.95
Proshares Ultrashort 20+y Tr etf (TBT) 0.3 $380k 6.3k 60.68
U.S. Bancorp (USB) 0.2 $367k 8.5k 43.35
California Water Service (CWT) 0.2 $366k 15k 24.21
Mexico Fund (MXF) 0.2 $323k 11k 28.26
Spectra Energy 0.2 $300k 7.1k 42.42
Schlumberger (SLB) 0.2 $304k 2.6k 118.06
iShares MSCI EAFE Index Fund (EFA) 0.2 $301k 4.4k 68.41
Ca 0.2 $298k 10k 28.75
Vanguard Intermediate-Term Bond ETF (BIV) 0.2 $292k 3.5k 84.61
WisdomTree Emerging Markets Eq (DEM) 0.2 $260k 5.0k 51.76
Phillips 66 (PSX) 0.2 $256k 3.2k 80.58
Newmont Mining Corporation (NEM) 0.1 $211k 8.3k 25.42
Fifth Third Ban (FITB) 0.1 $200k 9.4k 21.31
Penn Virginia Corporation 0.1 $202k 12k 16.95