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⚲
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| Loudon Investment Management LLC
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|
|---|---|
| CRD # | 113641 |
| SEC # | 801-61745 |
| CIK # | 0001597089 |
| AUM | $231.8 M (2026-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 603-298-7370 |
| Address | 24 Airport Road Ste 307 West Lebanon, NH 03784 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| 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) |
|---|
| 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] |
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|---|---|---|
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Guidedmoney LLC
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0.2 | |
|
Trimarc Wealth Management LLC
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|
0.2 | |
|
Shelter Rock Management LLC
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NY | 0.2 |
|
Conway Capital Management Inc
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CA | 0.2 |
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Heisten Wrenn Private Wealth LLC
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AK | 0.2 |
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Yardley Wealth Management LLC
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PA | 0.2 |
|
Financial Concepts Unlimited Inc
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|
0.2 | |
|
BXM Wealth LLC
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|
CO | 0.2 |
|
Wharton Midmarket Investment Advisors Inc
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|
CT | 0.2 |
|
Sachem Investment Counsel LLC
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|
0.2 |