Loudon Investment Management, Llc
- Regulatory AUM
- $232M
- Discretionary
- $231M
- Clients
- 76
- Avg AUM / client
- $3.1M
- Accounts
- 170
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Investments (13F portfolio — 95 positions, $185,791,164)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | COM | $10,177,824 | 27,495 | 5.48% | 4.39% |
| 2 | Select Sector Spdr Tr | COM | $8,297,213 | 62,432 | 4.47% | 3.58% |
| 3 | Enterprise Prods Partners L | COM | $8,245,601 | 217,907 | 4.44% | 3.56% |
| 4 | Fastenal Co | COM | $7,326,885 | 157,907 | 3.94% | 3.16% |
| 5 | State Str Spdr S&P 500 Etf T | COM | $6,036,456 | 9,282 | 3.25% | 2.6% |
| 6 | Cisco Sys Inc | COM | $5,568,634 | 71,770 | 3.0% | 2.4% |
| 7 | Truist Finl Corp | COM | $5,473,832 | 119,074 | 2.95% | 2.36% |
| 8 | Genpact Limited | COM | $5,410,935 | 145,260 | 2.91% | 2.33% |
| 9 | Caterpillar Inc | COM | $5,271,651 | 7,441 | 2.84% | 2.27% |
| 10 | Realty Income Corp | COM | $5,129,943 | 83,850 | 2.76% | 2.21% |
| 11 | Lowes Cos Inc | COM | $5,049,776 | 21,372 | 2.72% | 2.18% |
| 12 | Lincoln Natl Corp Ind | COM | $4,809,860 | 135,489 | 2.59% | 2.07% |
| 13 | T Mobile Us Inc | COM | $4,778,813 | 22,753 | 2.57% | 2.06% |
| 14 | Abbvie Inc | COM | $4,399,170 | 20,227 | 2.37% | 1.9% |
| 15 | Apple Inc | COM | $4,192,865 | 16,521 | 2.26% | 1.81% |
| 16 | Taiwan Semiconductor Manufac | COM | $4,157,461 | 12,302 | 2.24% | 1.79% |
| 17 | Nextera Energy Inc | COM | $4,096,937 | 44,110 | 2.21% | 1.77% |
| 18 | Qualcomm Inc | COM | $4,058,244 | 31,513 | 2.18% | 1.75% |
| 19 | Cummins Inc | COM | $3,860,832 | 7,176 | 2.08% | 1.67% |
| 20 | Jpmorgan Chase & Co | COM | $3,840,259 | 13,055 | 2.07% | 1.66% |
| 21 | Illinois Tool Wks Inc | COM | $3,560,767 | 13,680 | 1.92% | 1.54% |
| 22 | Us Bancorp | COM | $3,060,528 | 58,845 | 1.65% | 1.32% |
| 23 | Digital Rlty Tr Inc | COM | $2,758,114 | 15,305 | 1.48% | 1.19% |
| 24 | American Tower Corp | COM | $2,644,443 | 15,323 | 1.42% | 1.14% |
| 25 | Emerson Elec Co | COM | $2,643,984 | 20,180 | 1.42% | 1.14% |
Top 25 of 95 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 39 | $202M | 87.3% |
| High net worth individuals | 36 | $17.3M | 7.46% |
| Charitable organizations | 1 | $12.2M | 5.28% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Macgilvray Loudon | Chief Investment Officer | CFA | Jan 2003 (24y) | 50% – 75% |
| Emily Loudon Sands | President | CFA | Jul 2005 (21y) | 25% – 50% |
| John Joseph Sands | Principal And Chief Compliance Officer | Apr 2010 (16y) | 10% – 25% | |
| Lynn O'mealia | Director Of Marketing | May 2014 (12y) | 5% – 10% |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 956 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $172M (74% of AUM) Mar 2026
- U.S. Trust, Bank Of America $43.4M (19% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗