Loudon Investment Management LLC

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Assets, Funds, Holdings

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Loudon Investment Management LLC
CRD #113641
SEC #801-61745
CIK #0001597089
AUM 231.8 M (2026-03-31)
Employees 4 (75% Investors, 0% Brokers)
Fees
Minimum
Phone603-298-7370
Address24 Airport Road Ste 307
West Lebanon, NH 03784
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
2502001501005002003201120192027
Sector Form 13F Holdings Value ($M)
Microsoft Corp 10.2
Enterprise Products Partners L P 8.2
Fastenal Co 7.3
Cisco Systems Inc 5.6
BB&T Corp 5.5
Genpact Ltd 5.4
Caterpillar Inc 5.3
Realty Income Corp 5.1
Lowes Companies Inc 5.0
Lincoln National Corp 4.8
View All
Holdings by Sector ($M)
200160120804002013201720222027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 39 202.3
(b) Individuals (high net worth individuals) 36 17.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 12.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 170 231.8
By Discretionary
Discretionary 166 230.7
Non-Discretionary 4 1.2
Total 170 231.8
By Non-United States Persons
Non-United States Persons 0.5
United States Persons 231.3
Total 170 231.8
EDGAR Form CIK 2011 - 2026
13F-HR [0001597089]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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