Loudon Investment Management, LLC Buys 3M Co, Lowe's Inc, Cardinal Health Inc, Sells DuPont de Nemours Inc, Ventas Inc, Chevron Corp

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May 27, 2020
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Meriden, NH, based Investment company Loudon Investment Management, LLC (Current Portfolio) buys 3M Co, Lowe's Inc, Cardinal Health Inc, Automatic Data Processing Inc, Vanguard Short-Term Corporate Bond ETF, sells DuPont de Nemours Inc, Ventas Inc, Chevron Corp, Energy Transfer LP, Pioneer Natural Resources Co during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Loudon Investment Management, LLC. As of 2020Q1, Loudon Investment Management, LLC owns 76 stocks with a total value of $95 million. These are the details of the buys and sells.

For the details of Loudon Investment Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/loudon+investment+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Loudon Investment Management, LLC
  1. Microsoft Corp (MSFT) - 37,021 shares, 6.13% of the total portfolio. Shares reduced by 0.6%
  2. Intel Corp (INTC) - 99,266 shares, 5.64% of the total portfolio. Shares reduced by 0.78%
  3. AT&T Inc (T) - 165,048 shares, 5.05% of the total portfolio. Shares reduced by 0.59%
  4. AbbVie Inc (ABBV) - 54,849 shares, 4.38% of the total portfolio. Shares added by 2.05%
  5. Cisco Systems Inc (CSCO) - 103,140 shares, 4.25% of the total portfolio. Shares reduced by 8.61%
New Purchase: Vanguard Total Stock Market (VTI)

Loudon Investment Management, LLC initiated holding in Vanguard Total Stock Market. The purchase prices were between $111.91 and $172.17, with an estimated average price of $155.87. The stock is now traded at around $151.89. The impact to a portfolio due to this purchase was 0.22%. The holding were 1,620 shares as of .

Added: 3M Co (MMM)

Loudon Investment Management, LLC added to a holding in 3M Co by 190.78%. The purchase prices were between $117.87 and $181.37, with an estimated average price of $158.06. The stock is now traded at around $156.24. The impact to a portfolio due to this purchase was 1.14%. The holding were 12,044 shares as of .

Added: Lowe's Companies Inc (LOW)

Loudon Investment Management, LLC added to a holding in Lowe's Companies Inc by 46.22%. The purchase prices were between $65.02 and $126.57, with an estimated average price of $109.88. The stock is now traded at around $125.50. The impact to a portfolio due to this purchase was 0.73%. The holding were 25,450 shares as of .

Added: Cardinal Health Inc (CAH)

Loudon Investment Management, LLC added to a holding in Cardinal Health Inc by 84.76%. The purchase prices were between $41 and $60.42, with an estimated average price of $52.05. The stock is now traded at around $52.90. The impact to a portfolio due to this purchase was 0.56%. The holding were 24,229 shares as of .

Added: Automatic Data Processing Inc (ADP)

Loudon Investment Management, LLC added to a holding in Automatic Data Processing Inc by 145.08%. The purchase prices were between $109.07 and $181.25, with an estimated average price of $161.83. The stock is now traded at around $143.44. The impact to a portfolio due to this purchase was 0.44%. The holding were 5,127 shares as of .

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

Loudon Investment Management, LLC added to a holding in Vanguard Short-Term Corporate Bond ETF by 21.78%. The purchase prices were between $71.75 and $82.34, with an estimated average price of $80.57. The stock is now traded at around $81.79. The impact to a portfolio due to this purchase was 0.42%. The holding were 28,234 shares as of .

Added: Simon Property Group Inc (SPG)

Loudon Investment Management, LLC added to a holding in Simon Property Group Inc by 56.08%. The purchase prices were between $44.92 and $149.11, with an estimated average price of $120.76. The stock is now traded at around $62.31. The impact to a portfolio due to this purchase was 0.38%. The holding were 18,175 shares as of .

Sold Out: DuPont de Nemours Inc (DD)

Loudon Investment Management, LLC sold out a holding in DuPont de Nemours Inc. The sale prices were between $28.46 and $64.2, with an estimated average price of $49.25.

Sold Out: Energy Transfer LP (ET)

Loudon Investment Management, LLC sold out a holding in Energy Transfer LP. The sale prices were between $4.53 and $13.68, with an estimated average price of $10.77.

Sold Out: Chevron Corp (CVX)

Loudon Investment Management, LLC sold out a holding in Chevron Corp. The sale prices were between $54.22 and $121.43, with an estimated average price of $99.58.

Sold Out: Pioneer Natural Resources Co (PXD)

Loudon Investment Management, LLC sold out a holding in Pioneer Natural Resources Co. The sale prices were between $56.77 and $158.11, with an estimated average price of $120.14.

Sold Out: Boeing Co (BA)

Loudon Investment Management, LLC sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.

Sold Out: Fifth Third Bancorp (FITB)

Loudon Investment Management, LLC sold out a holding in Fifth Third Bancorp. The sale prices were between $11.67 and $31.02, with an estimated average price of $25.17.

Reduced: Ventas Inc (VTR)

Loudon Investment Management, LLC reduced to a holding in Ventas Inc by 30.02%. The sale prices were between $16.97 and $63.05, with an estimated average price of $50.07. The stock is now traded at around $35.38. The impact to a portfolio due to this sale was -0.64%. Loudon Investment Management, LLC still held 33,084 shares as of .

Reduced: Pebblebrook Hotel Trust (PEB)

Loudon Investment Management, LLC reduced to a holding in Pebblebrook Hotel Trust by 23.6%. The sale prices were between $6.2 and $26.81, with an estimated average price of $20.59. The stock is now traded at around $14.86. The impact to a portfolio due to this sale was -0.31%. Loudon Investment Management, LLC still held 47,915 shares as of .

Reduced: Truist Financial Corp (TFC)

Loudon Investment Management, LLC reduced to a holding in Truist Financial Corp by 21.3%. The sale prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $38.69. The impact to a portfolio due to this sale was -0.09%. Loudon Investment Management, LLC still held 7,850 shares as of .

Reduced: Target Corp (TGT)

Loudon Investment Management, LLC reduced to a holding in Target Corp by 23.07%. The sale prices were between $91.04 and $128.21, with an estimated average price of $111.48. The stock is now traded at around $114.88. The impact to a portfolio due to this sale was -0.07%. Loudon Investment Management, LLC still held 2,217 shares as of .



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