London Company

Latest statistics and disclosures from London Co Of Virginia's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BRK.B, AAPL, PGR, APD, FIS, and represent 15.08% of London Co Of Virginia's stock portfolio.
  • Added to shares of these 10 stocks: ALLY (+$184M), GLW (+$184M), ENTG (+$69M), ATKR (+$27M), SAIA (+$24M), ODFL (+$16M), D (+$5.8M), NGVT, ESI, LLYVK.
  • Started 8 new stock positions in SAIA, ATKR, NXPI, ALLY, ALC, BUR, WTW, ICLR.
  • Reduced shares in these 10 stocks: MRK (-$193M), BRBR (-$100M), APH (-$69M), CBRE (-$64M), HD (-$62M), IWD (-$46M), BLK (-$35M), SGI (-$32M), IVV (-$21M), BRK.B (-$18M).
  • Sold out of its positions in BRBR, VAC.
  • London Co Of Virginia was a net seller of stock by $-549M.
  • London Co Of Virginia has $18B in assets under management (AUM), dropping by -4.11%.
  • Central Index Key (CIK): 0001259887

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Portfolio Holdings for London Co Of Virginia

London Co Of Virginia holds 175 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.7 $653M -2% 1.2M 532.58
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Apple (AAPL) 3.3 $578M -2% 2.6M 222.13
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Progressive Corporation (PGR) 2.9 $516M -2% 1.8M 283.01
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Air Products & Chemicals (APD) 2.6 $460M -2% 1.6M 294.92
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Fidelity National Information Services (FIS) 2.5 $441M -3% 5.9M 74.68
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Blackrock (BLK) 2.4 $429M -7% 453k 946.48
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Philip Morris International (PM) 2.4 $428M -3% 2.7M 158.73
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Armstrong World Industries (AWI) 2.2 $383M -2% 2.7M 140.88
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Norfolk Southern (NSC) 2.2 $378M -2% 1.6M 236.85
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Texas Instruments Incorporated (TXN) 2.1 $363M -2% 2.0M 179.70
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Aercap Holdings Nv SHS (AER) 2.0 $349M -3% 3.4M 102.17
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Charles Schwab Corporation (SCHW) 2.0 $347M -2% 4.4M 78.28
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Cincinnati Financial Corporation (CINF) 1.9 $337M -3% 2.3M 147.72
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Entegris (ENTG) 1.9 $333M +25% 3.8M 87.48
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Lowe's Companies (LOW) 1.9 $330M -3% 1.4M 233.23
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NewMarket Corporation (NEU) 1.9 $326M 575k 566.45
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Crown Castle Intl (CCI) 1.8 $316M 3.0M 104.23
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Johnson & Johnson (JNJ) 1.8 $308M 1.9M 165.84
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Starbucks Corporation (SBUX) 1.6 $288M 2.9M 98.09
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Chevron Corporation (CVX) 1.6 $276M 1.7M 167.29
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Microsoft Corporation (MSFT) 1.6 $273M -3% 726k 375.39
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Post Holdings Inc Common (POST) 1.5 $264M -3% 2.3M 116.36
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Altria (MO) 1.4 $248M -2% 4.1M 60.02
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Paychex (PAYX) 1.4 $245M -3% 1.6M 154.28
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Te Connectivity Ord Shs (TEL) 1.4 $241M 1.7M 141.32
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Churchill Downs (CHDN) 1.4 $240M -3% 2.2M 111.07
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Allison Transmission Hldngs I (ALSN) 1.3 $235M -4% 2.5M 95.67
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Tempur-Pedic International (SGI) 1.3 $226M -12% 3.8M 59.88
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Cisco Systems (CSCO) 1.3 $226M -3% 3.7M 61.71
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Otis Worldwide Corp (OTIS) 1.3 $222M -4% 2.2M 103.20
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Waters Corporation (WAT) 1.3 $220M -3% 597k 368.57
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Dominion Resources (D) 1.2 $213M +2% 3.8M 56.07
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Northrop Grumman Corporation (NOC) 1.2 $210M -3% 410k 512.01
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Fastenal Company (FAST) 1.2 $210M -3% 2.7M 77.55
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Corning Incorporated (GLW) 1.2 $209M +746% 4.6M 45.78
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Lennox International (LII) 1.2 $207M -4% 370k 560.83
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Moelis & Co Cl A (MC) 1.2 $207M -3% 3.5M 58.36
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M&T Bank Corporation (MTB) 1.2 $204M -4% 1.1M 178.75
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Copart (CPRT) 1.1 $199M -4% 3.5M 56.59
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Steris Shs Usd (STE) 1.1 $196M -3% 865k 226.65
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Old Dominion Freight Line (ODFL) 1.1 $195M +9% 1.2M 165.45
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Ally Financial (ALLY) 1.0 $184M NEW 5.0M 36.47
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Vulcan Materials Company (VMC) 1.0 $176M -4% 754k 233.30
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Bruker Corporation (BRKR) 1.0 $173M 4.1M 41.74
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UniFirst Corporation (UNF) 1.0 $171M 980k 174.00
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Cbre Group Cl A (CBRE) 1.0 $167M -27% 1.3M 130.78
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Pool Corporation (POOL) 0.9 $164M -4% 515k 318.35
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Keysight Technologies (KEYS) 0.9 $160M -4% 1.1M 149.77
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Aptar (ATR) 0.9 $158M -4% 1.1M 148.38
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Ball Corporation (BALL) 0.9 $152M -4% 2.9M 52.07
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Alphabet Cap Stk Cl C (GOOG) 0.9 $151M 965k 156.23
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Dollar Tree (DLTR) 0.8 $141M -4% 1.9M 75.07
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Amphenol Corp Cl A (APH) 0.8 $140M -33% 2.1M 65.59
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Lamb Weston Hldgs (LW) 0.8 $135M -5% 2.5M 53.30
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United Parcel Service CL B (UPS) 0.8 $134M 1.2M 109.99
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White Mountains Insurance Gp (WTM) 0.8 $133M 69k 1925.80
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Diageo Spon Adr New (DEO) 0.6 $113M -4% 1.1M 104.79
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Comcast Corp Cl A (CMCSA) 0.6 $112M 3.0M 36.90
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Skyworks Solutions (SWKS) 0.6 $111M -4% 1.7M 64.63
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Visa Com Cl A (V) 0.6 $108M 309k 350.46
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Murphy Usa (MUSA) 0.6 $97M 206k 469.81
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Martin Marietta Materials (MLM) 0.5 $89M 187k 478.13
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Fiserv (FI) 0.5 $87M 394k 220.83
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Hanover Insurance (THG) 0.5 $82M 469k 173.95
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Republic Services (RSG) 0.5 $81M 336k 242.16
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Lancaster Colony (LANC) 0.5 $79M 453k 175.00
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O'reilly Automotive (ORLY) 0.4 $77M 53k 1432.58
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Casella Waste Sys Cl A (CWST) 0.4 $73M 652k 111.51
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Chubb (CB) 0.4 $72M 237k 301.99
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Qualys (QLYS) 0.3 $59M 468k 125.93
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FedEx Corporation (FDX) 0.3 $55M 224k 243.78
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Credit Acceptance (CACC) 0.3 $53M 103k 516.35
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Church & Dwight (CHD) 0.3 $53M 479k 110.09
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First Industrial Realty Trust (FR) 0.3 $53M 977k 53.96
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ACI Worldwide (ACIW) 0.3 $50M 912k 54.71
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Jack Henry & Associates (JKHY) 0.3 $48M 265k 182.60
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Brown Forman Corp CL B (BF.B) 0.3 $48M -4% 1.4M 33.94
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Broadridge Financial Solutions (BR) 0.3 $47M -23% 192k 242.46
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Axalta Coating Sys (AXTA) 0.3 $46M 1.4M 33.17
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Deckers Outdoor Corporation (DECK) 0.2 $38M 343k 111.81
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Landstar System (LSTR) 0.2 $37M 248k 150.20
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Zebra Technologies Corporati Cl A (ZBRA) 0.2 $37M 130k 282.56
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Essential Properties Realty reit (EPRT) 0.2 $36M 1.1M 32.64
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Matson (MATX) 0.2 $35M 273k 128.17
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Acushnet Holdings Corp (GOLF) 0.2 $32M 459k 68.66
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Toro Company (TTC) 0.2 $31M +2% 424k 72.75
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Vontier Corporation (VNT) 0.2 $31M 931k 32.85
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Element Solutions (ESI) 0.2 $30M +14% 1.3M 22.61
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Atlantic Union B (AUB) 0.2 $29M 918k 31.14
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Ccc Intelligent Solutions Holdings (CCCS) 0.2 $28M -6% 3.1M 9.03
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Gates Indl Corp Ord Shs (GTES) 0.2 $28M 1.5M 18.41
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Atkore Intl (ATKR) 0.2 $27M NEW 457k 59.99
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Graham Hldgs Com Cl B (GHC) 0.1 $26M 27k 960.85
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CTS Corporation (CTS) 0.1 $25M 606k 41.55
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Revolve Group Cl A (RVLV) 0.1 $25M 1.1M 21.49
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Trex Company (TREX) 0.1 $25M 423k 58.10
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Saia (SAIA) 0.1 $24M NEW 70k 349.43
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Reynolds Consumer Prods (REYN) 0.1 $24M -2% 994k 23.86
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Vail Resorts (MTN) 0.1 $24M +3% 148k 160.02
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $20M -15% 349k 58.35
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Eli Lilly & Co. (LLY) 0.1 $20M 24k 825.91
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Ingevity (NGVT) 0.1 $19M +29% 491k 39.59
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Home Depot (HD) 0.1 $19M -76% 52k 366.49
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $19M -52% 34k 561.89
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PriceSmart (PSMT) 0.1 $18M 207k 87.85
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Colfax Corp (ENOV) 0.1 $18M 476k 38.21
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ePlus (PLUS) 0.1 $18M -4% 290k 61.03
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Haemonetics Corporation (HAE) 0.1 $18M -2% 276k 63.55
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NVIDIA Corporation (NVDA) 0.1 $17M 159k 108.38
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Alexander & Baldwin (ALEX) 0.1 $15M 892k 17.23
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Certara Ord (CERT) 0.1 $15M +3% 1.5M 9.90
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Cannae Holdings (CNNE) 0.1 $14M -53% 780k 18.33
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Liberty Media Corp Del Com Lbty Liv S C (LLYVK) 0.1 $14M +25% 206k 68.14
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Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $13M 706k 18.96
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Coca-Cola Company (KO) 0.1 $12M -3% 173k 71.62
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CarMax (KMX) 0.1 $12M -2% 158k 77.92
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Marten Transport (MRTN) 0.1 $12M 876k 13.72
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DV (DV) 0.1 $11M -13% 811k 13.37
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $9.6M +9% 48k 199.49
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Cable One (CABO) 0.0 $8.7M -57% 33k 265.77
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $8.2M -84% 44k 188.16
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $8.0M 10.00 798441.60
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Deere & Company (DE) 0.0 $7.0M 15k 469.35
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Nike CL B (NKE) 0.0 $6.9M -2% 109k 63.48
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Great Lakes Dredge & Dock Corporation (GLDD) 0.0 $5.6M 643k 8.70
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Penske Automotive (PAG) 0.0 $3.2M 22k 143.98
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CSX Corporation (CSX) 0.0 $3.1M 106k 29.43
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Bristol Myers Squibb (BMY) 0.0 $2.8M -4% 46k 60.99
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Tredegar Corporation (TG) 0.0 $2.4M 310k 7.70
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Duke Energy Corp Com New (DUK) 0.0 $2.1M 17k 121.97
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Wells Fargo & Company (WFC) 0.0 $2.0M +13% 28k 71.79
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Pfizer (PFE) 0.0 $1.9M -30% 76k 25.34
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GATX Corporation (GATX) 0.0 $1.9M 12k 155.27
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Mondelez Intl Cl A (MDLZ) 0.0 $1.8M 26k 67.85
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Exxon Mobil Corporation (XOM) 0.0 $1.7M 14k 118.93
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Costco Wholesale Corporation (COST) 0.0 $1.6M 1.7k 945.78
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Netflix (NFLX) 0.0 $1.5M 1.6k 932.53
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Sherwin-Williams Company (SHW) 0.0 $1.4M 3.9k 349.19
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Merck & Co (MRK) 0.0 $1.3M -99% 15k 89.76
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Amazon (AMZN) 0.0 $1.2M 6.4k 190.26
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Paccar (PCAR) 0.0 $1.2M 12k 97.37
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Hershey Company (HSY) 0.0 $1.2M 6.8k 171.03
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Markel Corporation (MKL) 0.0 $1.1M 607.00 1869.61
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Udr (UDR) 0.0 $1.1M +38% 23k 45.17
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Target Corporation (TGT) 0.0 $1.0M -68% 9.8k 104.36
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CRH Ord (CRH) 0.0 $860k +188% 9.8k 87.97
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $812k 2.6k 312.04
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $743k -92% 2.4k 306.79
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Lpl Financial Holdings (LPLA) 0.0 $743k 2.3k 327.14
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Willis Towers Watson SHS (WTW) 0.0 $740k NEW 2.2k 337.95
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $656k -73% 1.2k 559.22
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TowneBank (TOWN) 0.0 $560k 16k 34.19
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Sony Group Corp Sponsored Adr (SONY) 0.0 $559k 22k 25.39
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General Dynamics Corporation (GD) 0.0 $529k -10% 1.9k 272.58
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C H Robinson Worldwide Com New (CHRW) 0.0 $488k 4.8k 102.40
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Verizon Communications (VZ) 0.0 $481k -40% 11k 45.36
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Alcon Ord Shs (ALC) 0.0 $454k NEW 4.8k 94.20
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Service Corporation International (SCI) 0.0 $454k 5.7k 80.20
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $452k +142% 2.7k 166.00
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $421k -16% 1.9k 221.74
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Bank of America Corporation (BAC) 0.0 $371k 8.9k 41.73
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Live Nation Entertainment (LYV) 0.0 $363k 2.8k 130.58
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American Financial (AFG) 0.0 $355k 2.7k 131.34
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Robert Half International (RHI) 0.0 $333k 6.1k 54.55
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Icon SHS (ICLR) 0.0 $330k NEW 1.9k 174.99
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Packaging Corporation of America (PKG) 0.0 $321k 1.6k 198.02
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Nxp Semiconductors N V (NXPI) 0.0 $298k NEW 1.6k 190.06
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Burford Cap Ord Shs (BUR) 0.0 $284k NEW 22k 13.21
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $196k -59% 1.1k 172.18
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International Game Technolog Shs Usd (IGT) 0.0 $172k 11k 16.26
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $76k -59% 295.00 258.61
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $73k -18% 231.00 317.14
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Brandywine Rlty Tr Sh Ben Int New (BDN) 0.0 $57k 13k 4.46
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $21k -31% 202.00 104.60
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $148.000000 -99% 2.00 74.00
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Past Filings by London Co Of Virginia

SEC 13F filings are viewable for London Co Of Virginia going back to 2010

View all past filings