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| Loudon Investment Management LLC
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| |
|---|---|
| CRD # | 113641 |
| SEC # | 801-61745 |
| CIK # | 0001597089 |
| AUM | $200.5 MM (2024-03-29) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 603-298-7370 |
| Address | 24 Airport Road Ste 307 West Lebanon, NH 03784 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 12.4 | |
| QCOM | 147,392.0 | 8.1 | |
| EPD | 54,009.8 | 6.1 | |
| FAST | 28,302.5 | 5.1 | |
| LOW | 111,668.6 | 4.9 | |
| TFC | 64,400.5 | 4.9 | |
| AMGN | 130,083.0 | 4.4 | |
| ESS | 17,249.2 | 4.2 | |
| TGT | 67,013.4 | 4.2 | |
| G | 7,844.8 | 4.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 12.9 |
| (b) Individuals (high net worth individuals) | 38 | 182.1 |
| (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 | 2 | 5.5 |
| (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 | 166 | 200.5 |
| By Discretionary | ||
| Discretionary | 162 | 199.5 |
| Non-Discretionary | 4 | 1.0 |
| Total | 166 | 200.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.5 | |
| Total | 166 | 200.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001597089] |
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