LOUDON INVESTMENT MANAGEMENT, LLC

HTTP://WWW.LOUDONINV.COM WEST LEBANON, NH Investment Advisor How do I update this listing?

Loudon Investment Management is based out of West Lebanon. Loudon Investment Management is a large advisory firm with 76 clients and discretionary assets under management (AUM) of $129,604,283 (Form ADV from 2019-03-25). Their last reported 13F filing for Q4 2019 included $128,414,000 in managed 13F securities and a top 10 holdings concentration of 37.31%. Loudon Investment Management's largest holding is AT&T Inc. (Southwestern Bell - SBC Corp.) with shares held of 166,031. Loudon Investment Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 27 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $128.414 Million
  • Prior Market Value $118.836 Million
  • New Purchases5 stocks
  • Additional Purchases18 stocks
  • Sold out of1 stock
  • Reduced holdings in26 stocks
  • Top 10 Holdings % 37.31 %
  • Turnover % [1]:7.06%
  • Turnover Alt % [2]: 3.44 %
  • Time Held Top20:10.60 quarters
  • Time Held Top10:11.20 quarters
  • Time Held All:16.09 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 2.49%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

LOUDON INVESTMENT MANAGEMENT, LLC
24 AIRPORT ROAD STE 307
WEST LEBANON NH    03784
Country: United States

Business Phone: 603-298-7370
Fax: 603-298-7375
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NH
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 76
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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LOUDON INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2019-03-25
Name Title Start Date Direct/Indirect % Ownership
LOUDON, DOUGLAS, MACGILVRAY PRESIDENT 01/01/2003 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LOUDON INVESTMENT MANAGEMENT, LLC PRESIDENT direct 2003-01-01
PEG CAPITAL MANAGEMENT INC PRESIDENT direct 2000-11-01 2002-03-14
LOUDON INVESTMENT MANAGEMENT, LLC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2003-01-01 2014-03-27
SANDS, EMILY PRINCIPAL 07/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DOUGLAS M. LOUDON PRINCIPAL direct 2005-07-01
SANDS, JOHN, JOSEPH PRINCIPAL AND CHIEF COMPLIANCE OFFICER 04/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LOUDON INVESTMENT MANAGEMENT, LLC PRINCIPAL direct 2010-04-01
LOUDON INVESTMENT MANAGEMENT, LLC PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2010-04-01
O'MEALIA, LYNN DIRECTOR OF MARKETING 05/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LOUDON INVESTMENT MANAGEMENT, LLC DIRECTOR OF MARKETING direct 2014-05-01

LOUDON INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2017-03-28
Name Title Start Date Direct/Indirect % Ownership
LOUDON, DOUGLAS, MACGILVRAY PRESIDENT 01/01/2003 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LOUDON INVESTMENT MANAGEMENT, LLC PRESIDENT direct 2003-01-01
PEG CAPITAL MANAGEMENT INC PRESIDENT direct 2000-11-01 2002-03-14
LOUDON INVESTMENT MANAGEMENT, LLC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2003-01-01 2014-03-27
SANDS, EMILY PRINCIPAL 07/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DOUGLAS M. LOUDON PRINCIPAL direct 2005-07-01
SANDS, JOHN, JOSEPH PRINCIPAL AND CHIEF COMPLIANCE OFFICER 04/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LOUDON INVESTMENT MANAGEMENT, LLC PRINCIPAL direct 2010-04-01
LOUDON INVESTMENT MANAGEMENT, LLC PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2010-04-01
O'MEALIA, LYNN DIRECTOR OF MARKETING 05/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LOUDON INVESTMENT MANAGEMENT, LLC DIRECTOR OF MARKETING direct 2014-05-01

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