Loudon Investment Management, LLC
•CIK: 1597089•Filing: Q4 2025
**Loudon Investment Management, LLC** manages $191M across a diversified portfolio of 93 positions. The fund exhibits significant concentration in technology and market indices, notably holding MSFT at $13.2M and XLK at $9.7M. Further top allocations include EPD ($7.0M), G ($6.8M), and SPY ($6.4M). This positioning suggests a tactical, growth-oriented mandate focused on established tech leaders and broad market exposure.
Total AUM
$191.4M
QoQ Performance
+0.2%
Positions
85
Top 10 Concentration
37.9%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
XLK
MSFT6.9%
XLK5.0%
EPD3.6%
G3.6%
SPY3.3%
FAST3.3%
LNC3.2%
TFC3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.2%
Technology17.9%
Healthcare6.6%
Consumer4.7%
Real Estate4.6%
Industrial4.3%
ETF3.3%
Financial2.8%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW5 new positions
↑21 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023