Loudon Investment Management, LLC
RIA/Wealth
Loudon Investment Management, LLC is a RIA/Wealth based in West Lebanon, NH led by Emily Loudon Sands, reporting $221.6M in AUM as of Q3 2025 with MSFT as the largest holding (7% allocation).
PresidentEmily Loudon Sands
- Portfolio Value
- $190.9M
- Positions
- 94
- Top Holding
- MSFT at 7.33%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Loudon Investment Management, LLC's portfolio (38% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $14.0M | 7.33% | -$77.7K Sold | 0.00% 27.0K shares | |
ETF ETF | $9.6M | 5.01% | +$418.6K Bought | — 33.9K shares | |
Industrial - Distribution Industrials | $7.8M | 4.07% | -$22.1K Sold | 0.01% 158.6K shares | |
Oil & Gas Midstream Energy | $6.8M | 3.56% | — | 0.01% 217.4K shares | |
ETF ETF | $6.3M | 3.30% | -$35.3K Sold | — 9.5K shares | |
Information Technology Services Technology | $6.1M | 3.18% | -$78.5K Sold | 0.08% 144.9K shares | |
Insurance - Life Financial Services | $5.6M | 2.95% | — | 0.07% 139.6K shares | |
Banks - Regional Financial Services | $5.5M | 2.89% | -$185.0K Sold | 0.01% 120.8K shares | |
Semiconductors Technology | $5.5M | 2.87% | — | 0.00% 32.9K shares | |
Home Improvement Consumer Cyclical | $5.5M | 2.86% | -$62.8K Sold | 0.00% 21.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Loudon Investment Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+174.29% | |
+64.32% | |
+47.01% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Loudon Investment Management, LLC
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