London Co Of Virginia as of March 31, 2025
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 | 1.2M | 532.58 | |
| Apple (AAPL) | 3.3 | $578M | 2.6M | 222.13 | |
| Progressive Corporation (PGR) | 2.9 | $516M | 1.8M | 283.01 | |
| Air Products & Chemicals (APD) | 2.6 | $460M | 1.6M | 294.92 | |
| Fidelity National Information Services (FIS) | 2.5 | $441M | 5.9M | 74.68 | |
| Blackrock (BLK) | 2.4 | $429M | 453k | 946.48 | |
| Philip Morris International (PM) | 2.4 | $428M | 2.7M | 158.73 | |
| Armstrong World Industries (AWI) | 2.2 | $383M | 2.7M | 140.88 | |
| Norfolk Southern (NSC) | 2.2 | $378M | 1.6M | 236.85 | |
| Texas Instruments Incorporated (TXN) | 2.1 | $363M | 2.0M | 179.70 | |
| Aercap Holdings Nv SHS (AER) | 2.0 | $349M | 3.4M | 102.17 | |
| Charles Schwab Corporation (SCHW) | 2.0 | $347M | 4.4M | 78.28 | |
| Cincinnati Financial Corporation (CINF) | 1.9 | $337M | 2.3M | 147.72 | |
| Entegris (ENTG) | 1.9 | $333M | 3.8M | 87.48 | |
| Lowe's Companies (LOW) | 1.9 | $330M | 1.4M | 233.23 | |
| NewMarket Corporation (NEU) | 1.9 | $326M | 575k | 566.45 | |
| Crown Castle Intl (CCI) | 1.8 | $316M | 3.0M | 104.23 | |
| Johnson & Johnson (JNJ) | 1.8 | $308M | 1.9M | 165.84 | |
| Starbucks Corporation (SBUX) | 1.6 | $288M | 2.9M | 98.09 | |
| Chevron Corporation (CVX) | 1.6 | $276M | 1.7M | 167.29 | |
| Microsoft Corporation (MSFT) | 1.6 | $273M | 726k | 375.39 | |
| Post Holdings Inc Common (POST) | 1.5 | $264M | 2.3M | 116.36 | |
| Altria (MO) | 1.4 | $248M | 4.1M | 60.02 | |
| Paychex (PAYX) | 1.4 | $245M | 1.6M | 154.28 | |
| Te Connectivity Ord Shs (TEL) | 1.4 | $241M | 1.7M | 141.32 | |
| Churchill Downs (CHDN) | 1.4 | $240M | 2.2M | 111.07 | |
| Allison Transmission Hldngs I (ALSN) | 1.3 | $235M | 2.5M | 95.67 | |
| Tempur-Pedic International (SGI) | 1.3 | $226M | 3.8M | 59.88 | |
| Cisco Systems (CSCO) | 1.3 | $226M | 3.7M | 61.71 | |
| Otis Worldwide Corp (OTIS) | 1.3 | $222M | 2.2M | 103.20 | |
| Waters Corporation (WAT) | 1.3 | $220M | 597k | 368.57 | |
| Dominion Resources (D) | 1.2 | $213M | 3.8M | 56.07 | |
| Northrop Grumman Corporation (NOC) | 1.2 | $210M | 410k | 512.01 | |
| Fastenal Company (FAST) | 1.2 | $210M | 2.7M | 77.55 | |
| Corning Incorporated (GLW) | 1.2 | $209M | 4.6M | 45.78 | |
| Lennox International (LII) | 1.2 | $207M | 370k | 560.83 | |
| Moelis & Co Cl A (MC) | 1.2 | $207M | 3.5M | 58.36 | |
| M&T Bank Corporation (MTB) | 1.2 | $204M | 1.1M | 178.75 | |
| Copart (CPRT) | 1.1 | $199M | 3.5M | 56.59 | |
| Steris Shs Usd (STE) | 1.1 | $196M | 865k | 226.65 | |
| Old Dominion Freight Line (ODFL) | 1.1 | $195M | 1.2M | 165.45 | |
| Ally Financial (ALLY) | 1.0 | $184M | 5.0M | 36.47 | |
| Vulcan Materials Company (VMC) | 1.0 | $176M | 754k | 233.30 | |
| Bruker Corporation (BRKR) | 1.0 | $173M | 4.1M | 41.74 | |
| UniFirst Corporation (UNF) | 1.0 | $171M | 980k | 174.00 | |
| Cbre Group Cl A (CBRE) | 1.0 | $167M | 1.3M | 130.78 | |
| Pool Corporation (POOL) | 0.9 | $164M | 515k | 318.35 | |
| Keysight Technologies (KEYS) | 0.9 | $160M | 1.1M | 149.77 | |
| Aptar (ATR) | 0.9 | $158M | 1.1M | 148.38 | |
| Ball Corporation (BALL) | 0.9 | $152M | 2.9M | 52.07 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $151M | 965k | 156.23 | |
| Dollar Tree (DLTR) | 0.8 | $141M | 1.9M | 75.07 | |
| Amphenol Corp Cl A (APH) | 0.8 | $140M | 2.1M | 65.59 | |
| Lamb Weston Hldgs (LW) | 0.8 | $135M | 2.5M | 53.30 | |
| United Parcel Service CL B (UPS) | 0.8 | $134M | 1.2M | 109.99 | |
| White Mountains Insurance Gp (WTM) | 0.8 | $133M | 69k | 1925.80 | |
| Diageo Spon Adr New (DEO) | 0.6 | $113M | 1.1M | 104.79 | |
| Comcast Corp Cl A (CMCSA) | 0.6 | $112M | 3.0M | 36.90 | |
| Skyworks Solutions (SWKS) | 0.6 | $111M | 1.7M | 64.63 | |
| Visa Com Cl A (V) | 0.6 | $108M | 309k | 350.46 | |
| Murphy Usa (MUSA) | 0.6 | $97M | 206k | 469.81 | |
| Martin Marietta Materials (MLM) | 0.5 | $89M | 187k | 478.13 | |
| Fiserv (FI) | 0.5 | $87M | 394k | 220.83 | |
| Hanover Insurance (THG) | 0.5 | $82M | 469k | 173.95 | |
| Republic Services (RSG) | 0.5 | $81M | 336k | 242.16 | |
| Lancaster Colony (MZTI) | 0.5 | $79M | 453k | 175.00 | |
| O'reilly Automotive (ORLY) | 0.4 | $77M | 53k | 1432.58 | |
| Casella Waste Sys Cl A (CWST) | 0.4 | $73M | 652k | 111.51 | |
| Chubb (CB) | 0.4 | $72M | 237k | 301.99 | |
| Qualys (QLYS) | 0.3 | $59M | 468k | 125.93 | |
| FedEx Corporation (FDX) | 0.3 | $55M | 224k | 243.78 | |
| Credit Acceptance (CACC) | 0.3 | $53M | 103k | 516.35 | |
| Church & Dwight (CHD) | 0.3 | $53M | 479k | 110.09 | |
| First Industrial Realty Trust (FR) | 0.3 | $53M | 977k | 53.96 | |
| ACI Worldwide (ACIW) | 0.3 | $50M | 912k | 54.71 | |
| Jack Henry & Associates (JKHY) | 0.3 | $48M | 265k | 182.60 | |
| Brown Forman Corp CL B (BF.B) | 0.3 | $48M | 1.4M | 33.94 | |
| Broadridge Financial Solutions (BR) | 0.3 | $47M | 192k | 242.46 | |
| Axalta Coating Sys (AXTA) | 0.3 | $46M | 1.4M | 33.17 | |
| Deckers Outdoor Corporation (DECK) | 0.2 | $38M | 343k | 111.81 | |
| Landstar System (LSTR) | 0.2 | $37M | 248k | 150.20 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $37M | 130k | 282.56 | |
| Essential Properties Realty reit (EPRT) | 0.2 | $36M | 1.1M | 32.64 | |
| Matson (MATX) | 0.2 | $35M | 273k | 128.17 | |
| Acushnet Holdings Corp (GOLF) | 0.2 | $32M | 459k | 68.66 | |
| Toro Company (TTC) | 0.2 | $31M | 424k | 72.75 | |
| Vontier Corporation (VNT) | 0.2 | $31M | 931k | 32.85 | |
| Element Solutions (ESI) | 0.2 | $30M | 1.3M | 22.61 | |
| Atlantic Union B (AUB) | 0.2 | $29M | 918k | 31.14 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 0.2 | $28M | 3.1M | 9.03 | |
| Gates Indl Corp Ord Shs (GTES) | 0.2 | $28M | 1.5M | 18.41 | |
| Atkore Intl (ATKR) | 0.2 | $27M | 457k | 59.99 | |
| Graham Hldgs Com Cl B (GHC) | 0.1 | $26M | 27k | 960.85 | |
| CTS Corporation (CTS) | 0.1 | $25M | 606k | 41.55 | |
| Revolve Group Cl A (RVLV) | 0.1 | $25M | 1.1M | 21.49 | |
| Trex Company (TREX) | 0.1 | $25M | 423k | 58.10 | |
| Saia (SAIA) | 0.1 | $24M | 70k | 349.43 | |
| Reynolds Consumer Prods (REYN) | 0.1 | $24M | 994k | 23.86 | |
| Vail Resorts (MTN) | 0.1 | $24M | 148k | 160.02 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $20M | 349k | 58.35 | |
| Eli Lilly & Co. (LLY) | 0.1 | $20M | 24k | 825.91 | |
| Ingevity (NGVT) | 0.1 | $19M | 491k | 39.59 | |
| Home Depot (HD) | 0.1 | $19M | 52k | 366.49 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $19M | 34k | 561.89 | |
| PriceSmart (PSMT) | 0.1 | $18M | 207k | 87.85 | |
| Colfax Corp (ENOV) | 0.1 | $18M | 476k | 38.21 | |
| ePlus (PLUS) | 0.1 | $18M | 290k | 61.03 | |
| Haemonetics Corporation (HAE) | 0.1 | $18M | 276k | 63.55 | |
| NVIDIA Corporation (NVDA) | 0.1 | $17M | 159k | 108.38 | |
| Alexander & Baldwin (ALEX) | 0.1 | $15M | 892k | 17.23 | |
| Certara Ord (CERT) | 0.1 | $15M | 1.5M | 9.90 | |
| Cannae Holdings (CNNE) | 0.1 | $14M | 780k | 18.33 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.1 | $14M | 206k | 68.14 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.1 | $13M | 706k | 18.96 | |
| Coca-Cola Company (KO) | 0.1 | $12M | 173k | 71.62 | |
| CarMax (KMX) | 0.1 | $12M | 158k | 77.92 | |
| Marten Transport (MRTN) | 0.1 | $12M | 876k | 13.72 | |
| DV (DV) | 0.1 | $11M | 811k | 13.37 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $9.6M | 48k | 199.49 | |
| Cable One (CABO) | 0.0 | $8.7M | 33k | 265.77 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $8.2M | 44k | 188.16 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $8.0M | 10.00 | 798441.60 | |
| Deere & Company (DE) | 0.0 | $7.0M | 15k | 469.35 | |
| Nike CL B (NKE) | 0.0 | $6.9M | 109k | 63.48 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.0 | $5.6M | 643k | 8.70 | |
| Penske Automotive (PAG) | 0.0 | $3.2M | 22k | 143.98 | |
| CSX Corporation (CSX) | 0.0 | $3.1M | 106k | 29.43 | |
| Bristol Myers Squibb (BMY) | 0.0 | $2.8M | 46k | 60.99 | |
| Tredegar Corporation (TG) | 0.0 | $2.4M | 310k | 7.70 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $2.1M | 17k | 121.97 | |
| Wells Fargo & Company (WFC) | 0.0 | $2.0M | 28k | 71.79 | |
| Pfizer (PFE) | 0.0 | $1.9M | 76k | 25.34 | |
| GATX Corporation (GATX) | 0.0 | $1.9M | 12k | 155.27 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.8M | 26k | 67.85 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $1.7M | 14k | 118.93 | |
| Costco Wholesale Corporation (COST) | 0.0 | $1.6M | 1.7k | 945.78 | |
| Netflix (NFLX) | 0.0 | $1.5M | 1.6k | 932.53 | |
| Sherwin-Williams Company (SHW) | 0.0 | $1.4M | 3.9k | 349.19 | |
| Merck & Co (MRK) | 0.0 | $1.3M | 15k | 89.76 | |
| Amazon (AMZN) | 0.0 | $1.2M | 6.4k | 190.26 | |
| Paccar (PCAR) | 0.0 | $1.2M | 12k | 97.37 | |
| Hershey Company (HSY) | 0.0 | $1.2M | 6.8k | 171.03 | |
| Markel Corporation (MKL) | 0.0 | $1.1M | 607.00 | 1869.61 | |
| Udr (UDR) | 0.0 | $1.1M | 23k | 45.17 | |
| Target Corporation (TGT) | 0.0 | $1.0M | 9.8k | 104.36 | |
| CRH Ord (CRH) | 0.0 | $860k | 9.8k | 87.97 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $812k | 2.6k | 312.04 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $743k | 2.4k | 306.79 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $743k | 2.3k | 327.14 | |
| Willis Towers Watson SHS (WTW) | 0.0 | $740k | 2.2k | 337.95 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $656k | 1.2k | 559.22 | |
| TowneBank (TOWN) | 0.0 | $560k | 16k | 34.19 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $559k | 22k | 25.39 | |
| General Dynamics Corporation (GD) | 0.0 | $529k | 1.9k | 272.58 | |
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $488k | 4.8k | 102.40 | |
| Verizon Communications (VZ) | 0.0 | $481k | 11k | 45.36 | |
| Alcon Ord Shs (ALC) | 0.0 | $454k | 4.8k | 94.20 | |
| Service Corporation International (SCI) | 0.0 | $454k | 5.7k | 80.20 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $452k | 2.7k | 166.00 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $421k | 1.9k | 221.74 | |
| Bank of America Corporation (BAC) | 0.0 | $371k | 8.9k | 41.73 | |
| Live Nation Entertainment (LYV) | 0.0 | $363k | 2.8k | 130.58 | |
| American Financial (AFG) | 0.0 | $355k | 2.7k | 131.34 | |
| Robert Half International (RHI) | 0.0 | $333k | 6.1k | 54.55 | |
| Icon SHS (ICLR) | 0.0 | $330k | 1.9k | 174.99 | |
| Packaging Corporation of America (PKG) | 0.0 | $321k | 1.6k | 198.02 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $298k | 1.6k | 190.06 | |
| Burford Cap Ord Shs (BUR) | 0.0 | $284k | 22k | 13.21 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $196k | 1.1k | 172.18 | |
| International Game Technolog Shs Usd (BRSL) | 0.0 | $172k | 11k | 16.26 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $76k | 295.00 | 258.61 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $73k | 231.00 | 317.14 | |
| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.0 | $57k | 13k | 4.46 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $21k | 202.00 | 104.60 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $148.000000 | 2.00 | 74.00 |
