London Co Of Virginia as of Dec. 31, 2024
Portfolio Holdings for London Co Of Virginia
London Co Of Virginia holds 169 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 3.7 | $670M | 2.7M | 250.42 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.1 | $571M | 1.3M | 453.28 | |
| Blackrock (BLK) | 2.7 | $503M | 491k | 1025.11 | |
| Fidelity National Information Services (FIS) | 2.7 | $493M | 6.1M | 80.77 | |
| Air Products & Chemicals (APD) | 2.5 | $465M | 1.6M | 290.04 | |
| Progressive Corporation (PGR) | 2.5 | $449M | 1.9M | 239.61 | |
| Armstrong World Industries (AWI) | 2.2 | $396M | 2.8M | 141.33 | |
| Texas Instruments Incorporated (TXN) | 2.1 | $390M | 2.1M | 187.51 | |
| Norfolk Southern (NSC) | 2.1 | $384M | 1.6M | 234.70 | |
| Lowe's Companies (LOW) | 2.0 | $361M | 1.5M | 246.80 | |
| Cincinnati Financial Corporation (CINF) | 1.9 | $341M | 2.4M | 143.70 | |
| Charles Schwab Corporation (SCHW) | 1.8 | $338M | 4.6M | 74.01 | |
| Aercap Holdings Nv SHS (AER) | 1.8 | $337M | 3.5M | 95.70 | |
| Philip Morris International (PM) | 1.8 | $335M | 2.8M | 120.35 | |
| Microsoft Corporation (MSFT) | 1.7 | $317M | 752k | 421.50 | |
| NewMarket Corporation (NEU) | 1.7 | $310M | 587k | 528.35 | |
| Entegris (ENTG) | 1.6 | $300M | 3.0M | 99.06 | |
| Churchill Downs (CHDN) | 1.6 | $298M | 2.2M | 133.54 | |
| Allison Transmission Hldngs I (ALSN) | 1.5 | $276M | 2.6M | 108.06 | |
| Crown Castle Intl (CCI) | 1.5 | $273M | 3.0M | 90.76 | |
| Starbucks Corporation (SBUX) | 1.5 | $272M | 3.0M | 91.25 | |
| Moelis & Co Cl A (MC) | 1.5 | $271M | 3.7M | 73.88 | |
| Post Holdings Inc Common (POST) | 1.5 | $268M | 2.3M | 114.46 | |
| Johnson & Johnson (JNJ) | 1.5 | $267M | 1.8M | 144.62 | |
| Bruker Corporation (BRKR) | 1.3 | $246M | 4.2M | 58.62 | |
| Tempur-Pedic International (SGI) | 1.3 | $245M | 4.3M | 56.69 | |
| Te Connectivity Ord Shs (TEL) | 1.3 | $244M | 1.7M | 142.97 | |
| Chevron Corporation (CVX) | 1.3 | $243M | 1.7M | 144.84 | |
| Lennox International (LII) | 1.3 | $235M | 385k | 609.30 | |
| Cbre Group Cl A (CBRE) | 1.3 | $232M | 1.8M | 131.29 | |
| Paychex (PAYX) | 1.3 | $231M | 1.6M | 140.22 | |
| Waters Corporation (WAT) | 1.2 | $229M | 616k | 370.98 | |
| Cisco Systems (CSCO) | 1.2 | $225M | 3.8M | 59.20 | |
| M&T Bank Corporation (MTB) | 1.2 | $223M | 1.2M | 188.01 | |
| Altria (MO) | 1.2 | $222M | 4.2M | 52.29 | |
| Amphenol Corp Cl A (APH) | 1.2 | $221M | 3.2M | 69.45 | |
| Merck & Co (MRK) | 1.2 | $216M | 2.2M | 99.48 | |
| Copart (CPRT) | 1.2 | $211M | 3.7M | 57.39 | |
| Otis Worldwide Corp (OTIS) | 1.1 | $208M | 2.2M | 92.61 | |
| Vulcan Materials Company (VMC) | 1.1 | $202M | 786k | 257.23 | |
| Fastenal Company (FAST) | 1.1 | $202M | 2.8M | 71.91 | |
| Dominion Resources (D) | 1.1 | $199M | 3.7M | 53.86 | |
| Northrop Grumman Corporation (NOC) | 1.1 | $199M | 423k | 469.29 | |
| Old Dominion Freight Line (ODFL) | 1.0 | $190M | 1.1M | 176.40 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $185M | 973k | 190.44 | |
| Steris Shs Usd (STE) | 1.0 | $185M | 900k | 205.56 | |
| Pool Corporation (POOL) | 1.0 | $183M | 536k | 340.94 | |
| Lamb Weston Hldgs (LW) | 1.0 | $180M | 2.7M | 66.83 | |
| Keysight Technologies (KEYS) | 1.0 | $179M | 1.1M | 160.63 | |
| Aptar (ATR) | 1.0 | $174M | 1.1M | 157.10 | |
| Ball Corporation (BALL) | 0.9 | $168M | 3.1M | 55.13 | |
| UniFirst Corporation (UNF) | 0.9 | $168M | 980k | 171.09 | |
| Skyworks Solutions (SWKS) | 0.9 | $159M | 1.8M | 88.68 | |
| United Parcel Service CL B (UPS) | 0.8 | $155M | 1.2M | 126.10 | |
| Dollar Tree (DLTR) | 0.8 | $147M | 2.0M | 74.94 | |
| Diageo Spon Adr New (DEO) | 0.8 | $143M | 1.1M | 127.13 | |
| White Mountains Insurance Gp (WTM) | 0.7 | $135M | 69k | 1945.05 | |
| Comcast Corp Cl A (CMCSA) | 0.6 | $115M | 3.1M | 37.53 | |
| Murphy Usa (MUSA) | 0.6 | $103M | 206k | 501.75 | |
| Bellring Brands Common Stock (BRBR) | 0.5 | $100M | 1.3M | 75.34 | |
| Visa Com Cl A (V) | 0.5 | $99M | 312k | 316.04 | |
| Martin Marietta Materials (MLM) | 0.5 | $98M | 189k | 516.50 | |
| Home Depot (HD) | 0.5 | $86M | 221k | 388.99 | |
| Fiserv (FI) | 0.4 | $82M | 398k | 205.42 | |
| Lancaster Colony (MZTI) | 0.4 | $78M | 451k | 173.14 | |
| Hanover Insurance (THG) | 0.4 | $73M | 470k | 154.66 | |
| Deckers Outdoor Corporation (DECK) | 0.4 | $70M | 346k | 203.09 | |
| Casella Waste Sys Cl A (CWST) | 0.4 | $69M | 652k | 105.81 | |
| Republic Services (RSG) | 0.4 | $68M | 340k | 201.18 | |
| Chubb (CB) | 0.4 | $66M | 240k | 276.30 | |
| Qualys (QLYS) | 0.4 | $65M | 464k | 140.22 | |
| O'reilly Automotive (ORLY) | 0.3 | $64M | 54k | 1185.80 | |
| FedEx Corporation (FDX) | 0.3 | $64M | 227k | 281.33 | |
| Broadridge Financial Solutions (BR) | 0.3 | $56M | 249k | 226.09 | |
| Brown Forman Corp CL B (BF.B) | 0.3 | $55M | 1.5M | 37.98 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $54M | 290k | 185.13 | |
| Church & Dwight (CHD) | 0.3 | $51M | 484k | 104.71 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.3 | $51M | 131k | 386.22 | |
| First Industrial Realty Trust (FR) | 0.3 | $49M | 974k | 50.13 | |
| Credit Acceptance (CACC) | 0.3 | $48M | 103k | 469.46 | |
| ACI Worldwide (ACIW) | 0.3 | $47M | 913k | 51.91 | |
| Axalta Coating Sys (AXTA) | 0.3 | $47M | 1.4M | 34.22 | |
| Jack Henry & Associates (JKHY) | 0.3 | $46M | 264k | 175.30 | |
| Landstar System (LSTR) | 0.2 | $43M | 248k | 171.86 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $41M | 70k | 588.68 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 0.2 | $39M | 3.3M | 11.73 | |
| Revolve Group Cl A (RVLV) | 0.2 | $39M | 1.2M | 33.49 | |
| Matson (MATX) | 0.2 | $37M | 274k | 134.84 | |
| Atlantic Union B (AUB) | 0.2 | $35M | 923k | 37.88 | |
| Essential Properties Realty reit (EPRT) | 0.2 | $35M | 1.1M | 31.28 | |
| Vontier Corporation (VNT) | 0.2 | $34M | 933k | 36.47 | |
| Toro Company (TTC) | 0.2 | $33M | 414k | 80.10 | |
| Cannae Holdings (CNNE) | 0.2 | $33M | 1.7M | 19.86 | |
| Acushnet Holdings Corp (GOLF) | 0.2 | $33M | 460k | 71.08 | |
| CTS Corporation (CTS) | 0.2 | $32M | 608k | 52.73 | |
| Gates Indl Corp Ord Shs (GTES) | 0.2 | $32M | 1.5M | 20.57 | |
| Element Solutions (ESI) | 0.2 | $30M | 1.2M | 25.43 | |
| Trex Company (TREX) | 0.2 | $29M | 424k | 69.03 | |
| Cable One (CABO) | 0.2 | $28M | 78k | 362.12 | |
| Reynolds Consumer Prods (REYN) | 0.2 | $28M | 1.0M | 26.99 | |
| Vail Resorts (MTN) | 0.1 | $27M | 142k | 187.45 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $26M | 413k | 62.31 | |
| Corning Incorporated (GLW) | 0.1 | $26M | 538k | 47.52 | |
| Graham Hldgs Com Cl B (GHC) | 0.1 | $24M | 27k | 871.91 | |
| ePlus (PLUS) | 0.1 | $22M | 302k | 73.88 | |
| Haemonetics Corporation (HAE) | 0.1 | $22M | 282k | 78.08 | |
| NVIDIA Corporation (NVDA) | 0.1 | $21M | 159k | 134.29 | |
| Colfax Corp (ENOV) | 0.1 | $21M | 469k | 43.88 | |
| PriceSmart (PSMT) | 0.1 | $19M | 208k | 92.17 | |
| Eli Lilly & Co. (LLY) | 0.1 | $18M | 24k | 772.00 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.1 | $18M | 706k | 25.73 | |
| DV (DV) | 0.1 | $18M | 943k | 19.21 | |
| Alexander & Baldwin (ALEX) | 0.1 | $16M | 888k | 17.74 | |
| Ingevity (NGVT) | 0.1 | $15M | 379k | 40.75 | |
| Certara Ord (CERT) | 0.1 | $15M | 1.4M | 10.65 | |
| Marten Transport (MRTN) | 0.1 | $14M | 862k | 15.61 | |
| CarMax (KMX) | 0.1 | $13M | 162k | 81.76 | |
| Coca-Cola Company (KO) | 0.1 | $11M | 179k | 62.26 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.1 | $11M | 164k | 68.06 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $10M | 31k | 322.16 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $9.8M | 44k | 220.96 | |
| Nike CL B (NKE) | 0.0 | $8.5M | 112k | 75.67 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.0 | $7.3M | 643k | 11.29 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $6.8M | 10.00 | 680920.00 | |
| Deere & Company (DE) | 0.0 | $6.3M | 15k | 423.70 | |
| Target Corporation (TGT) | 0.0 | $4.3M | 32k | 135.18 | |
| CSX Corporation (CSX) | 0.0 | $3.4M | 106k | 32.27 | |
| Penske Automotive (PAG) | 0.0 | $3.4M | 22k | 152.44 | |
| Pfizer (PFE) | 0.0 | $2.9M | 110k | 26.53 | |
| Bristol Myers Squibb (BMY) | 0.0 | $2.7M | 48k | 56.56 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $2.6M | 4.5k | 586.09 | |
| Tredegar Corporation (TG) | 0.0 | $2.3M | 305k | 7.68 | |
| GATX Corporation (GATX) | 0.0 | $1.9M | 12k | 154.96 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $1.8M | 17k | 107.74 | |
| Wells Fargo & Company (WFC) | 0.0 | $1.7M | 25k | 70.24 | |
| Costco Wholesale Corporation (COST) | 0.0 | $1.6M | 1.7k | 916.27 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.6M | 26k | 59.73 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $1.5M | 14k | 107.57 | |
| Netflix (NFLX) | 0.0 | $1.4M | 1.6k | 891.32 | |
| Amazon (AMZN) | 0.0 | $1.4M | 6.4k | 219.39 | |
| Sherwin-Williams Company (SHW) | 0.0 | $1.3M | 3.9k | 339.93 | |
| Paccar (PCAR) | 0.0 | $1.2M | 12k | 104.02 | |
| Hershey Company (HSY) | 0.0 | $1.2M | 6.8k | 169.35 | |
| Markel Corporation (MKL) | 0.0 | $1.0M | 607.00 | 1726.23 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $915k | 2.6k | 351.79 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $887k | 10k | 88.40 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $741k | 2.3k | 326.51 | |
| Udr (UDR) | 0.0 | $733k | 17k | 43.41 | |
| Verizon Communications (VZ) | 0.0 | $718k | 18k | 39.99 | |
| General Dynamics Corporation (GD) | 0.0 | $569k | 2.2k | 263.49 | |
| TowneBank (TOWN) | 0.0 | $558k | 16k | 34.06 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $548k | 2.3k | 240.27 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $538k | 2.8k | 189.98 | |
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $493k | 4.8k | 103.32 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $466k | 22k | 21.16 | |
| Service Corporation International (SCI) | 0.0 | $452k | 5.7k | 79.82 | |
| Robert Half International (RHI) | 0.0 | $430k | 6.1k | 70.46 | |
| Bank of America Corporation (BAC) | 0.0 | $391k | 8.9k | 43.95 | |
| American Financial (AFG) | 0.0 | $370k | 2.7k | 136.93 | |
| Packaging Corporation of America (PKG) | 0.0 | $365k | 1.6k | 225.13 | |
| Live Nation Entertainment (LYV) | 0.0 | $360k | 2.8k | 129.50 | |
| CRH Ord (CRH) | 0.0 | $313k | 3.4k | 92.52 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $221k | 1.1k | 197.49 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $205k | 2.3k | 89.80 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $192k | 725.00 | 264.18 | |
| International Game Technolog Shs Usd (BRSL) | 0.0 | $187k | 11k | 17.66 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $95k | 283.00 | 334.65 | |
| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.0 | $72k | 13k | 5.60 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $34k | 295.00 | 115.09 |
