London Co Of Virginia as of June 30, 2025
Portfolio Holdings for London Co Of Virginia
London Co Of Virginia holds 174 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 3.0 | $523M | 2.5M | 205.17 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $510M | 1.1M | 485.78 | |
| Progressive Corporation (PGR) | 2.7 | $475M | 1.8M | 266.86 | |
| Norfolk Southern (NSC) | 2.7 | $472M | 1.8M | 255.97 | |
| Fidelity National Information Services (FIS) | 2.6 | $466M | 5.7M | 81.41 | |
| Blackrock (BLK) | 2.6 | $465M | 443k | 1049.29 | |
| Air Products & Chemicals (APD) | 2.4 | $430M | 1.5M | 282.07 | |
| Texas Instruments Incorporated (TXN) | 2.3 | $409M | 2.0M | 207.62 | |
| Philip Morris International (PM) | 2.3 | $406M | 2.2M | 182.13 | |
| Charles Schwab Corporation (SCHW) | 2.2 | $394M | 4.3M | 91.24 | |
| NewMarket Corporation (NEU) | 2.2 | $382M | 554k | 690.88 | |
| Armstrong World Industries (AWI) | 2.1 | $374M | 2.3M | 162.44 | |
| Aercap Holdings Nv SHS (AER) | 2.1 | $371M | 3.2M | 117.00 | |
| Microsoft Corporation (MSFT) | 2.0 | $353M | 710k | 497.43 | |
| Cincinnati Financial Corporation (CINF) | 1.9 | $329M | 2.2M | 148.92 | |
| Corning Incorporated (GLW) | 1.8 | $315M | 6.0M | 52.59 | |
| Lowe's Companies (LOW) | 1.7 | $307M | 1.4M | 221.87 | |
| Churchill Downs (CHDN) | 1.7 | $302M | 3.0M | 101.00 | |
| Crown Castle Intl (CCI) | 1.7 | $302M | 2.9M | 102.73 | |
| Chevron Corporation (CVX) | 1.7 | $302M | 2.1M | 143.19 | |
| Entegris (ENTG) | 1.7 | $296M | 3.7M | 80.65 | |
| Te Connectivity Ord Shs (TEL) | 1.6 | $282M | 1.7M | 168.67 | |
| Dollar Tree (DLTR) | 1.6 | $281M | 2.8M | 99.04 | |
| Dominion Resources (D) | 1.6 | $281M | 5.0M | 56.52 | |
| Johnson & Johnson (JNJ) | 1.6 | $277M | 1.8M | 152.75 | |
| Tempur-Pedic International (SGI) | 1.5 | $269M | 4.0M | 68.05 | |
| Starbucks Corporation (SBUX) | 1.5 | $262M | 2.9M | 91.63 | |
| Cisco Systems (CSCO) | 1.4 | $247M | 3.6M | 69.38 | |
| Altria (MO) | 1.3 | $236M | 4.0M | 58.63 | |
| Paychex (PAYX) | 1.3 | $225M | 1.5M | 145.46 | |
| Allison Transmission Hldngs I (ALSN) | 1.3 | $223M | 2.4M | 94.99 | |
| Fastenal Company (FAST) | 1.3 | $221M | 5.3M | 42.00 | |
| Chubb (CB) | 1.2 | $214M | 737k | 289.73 | |
| Moelis & Co Cl A (MC) | 1.2 | $213M | 3.4M | 62.32 | |
| M&T Bank Corporation (MTB) | 1.2 | $212M | 1.1M | 193.99 | |
| Otis Worldwide Corp (OTIS) | 1.2 | $205M | 2.1M | 99.02 | |
| Waters Corporation (WAT) | 1.1 | $203M | 580k | 349.05 | |
| Lennox International (LII) | 1.1 | $202M | 353k | 573.25 | |
| Amphenol Corp Cl A (APH) | 1.1 | $202M | 2.0M | 98.75 | |
| Post Holdings Inc Common (POST) | 1.1 | $201M | 1.8M | 109.03 | |
| Northrop Grumman Corporation (NOC) | 1.1 | $200M | 399k | 500.02 | |
| Steris Shs Usd (STE) | 1.1 | $199M | 829k | 240.22 | |
| Vulcan Materials Company (VMC) | 1.1 | $189M | 723k | 260.82 | |
| Ally Financial (ALLY) | 1.1 | $188M | 4.8M | 38.95 | |
| Old Dominion Freight Line (ODFL) | 1.1 | $186M | 1.1M | 162.30 | |
| UniFirst Corporation (UNF) | 1.0 | $178M | 947k | 188.22 | |
| Cbre Group Cl A (CBRE) | 1.0 | $172M | 1.2M | 140.12 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $169M | 954k | 177.39 | |
| Keysight Technologies (KEYS) | 1.0 | $168M | 1.0M | 163.86 | |
| Bruker Corporation (BRKR) | 0.9 | $166M | 4.0M | 41.20 | |
| Copart (CPRT) | 0.9 | $166M | 3.4M | 49.07 | |
| Aptar (ATR) | 0.9 | $160M | 1.0M | 156.43 | |
| Ball Corporation (BALL) | 0.9 | $158M | 2.8M | 56.09 | |
| Pool Corporation (POOL) | 0.8 | $144M | 493k | 291.48 | |
| Lamb Weston Hldgs (LW) | 0.7 | $129M | 2.5M | 51.85 | |
| White Mountains Insurance Gp (WTM) | 0.7 | $124M | 69k | 1795.97 | |
| Visa Com Cl A (V) | 0.6 | $108M | 305k | 355.05 | |
| Diageo Spon Adr New (DEO) | 0.6 | $107M | 1.1M | 100.84 | |
| Martin Marietta Materials (MLM) | 0.6 | $102M | 185k | 548.96 | |
| Murphy Usa (MUSA) | 0.5 | $83M | 205k | 406.82 | |
| Republic Services (RSG) | 0.5 | $82M | 331k | 246.61 | |
| Hanover Insurance (THG) | 0.4 | $79M | 467k | 169.87 | |
| Lancaster Colony (MZTI) | 0.4 | $78M | 450k | 172.77 | |
| Casella Waste Sys Cl A (CWST) | 0.4 | $75M | 650k | 115.38 | |
| O'reilly Automotive (ORLY) | 0.4 | $72M | 795k | 90.13 | |
| Qualys (QLYS) | 0.4 | $67M | 470k | 142.87 | |
| Fiserv (FI) | 0.4 | $67M | 387k | 172.41 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.3 | $58M | 189k | 308.37 | |
| Credit Acceptance (CACC) | 0.3 | $52M | 103k | 509.46 | |
| FedEx Corporation (FDX) | 0.3 | $50M | 220k | 227.31 | |
| Jack Henry & Associates (JKHY) | 0.3 | $47M | 263k | 180.17 | |
| First Industrial Realty Trust (FR) | 0.3 | $47M | 968k | 48.13 | |
| Church & Dwight (CHD) | 0.3 | $45M | 472k | 96.11 | |
| ACI Worldwide (ACIW) | 0.2 | $42M | 907k | 45.91 | |
| Axalta Coating Sys (AXTA) | 0.2 | $40M | 1.4M | 29.69 | |
| Brown Forman Corp CL B (BF.B) | 0.2 | $36M | 1.3M | 26.91 | |
| Deckers Outdoor Corporation (DECK) | 0.2 | $36M | 345k | 103.07 | |
| Gates Indl Corp Ord Shs (GTES) | 0.2 | $35M | 1.5M | 23.03 | |
| Essential Properties Realty reit (EPRT) | 0.2 | $35M | 1.1M | 31.91 | |
| Landstar System (LSTR) | 0.2 | $35M | 248k | 139.02 | |
| Vontier Corporation (VNT) | 0.2 | $34M | 926k | 36.90 | |
| Acushnet Holdings Corp (GOLF) | 0.2 | $33M | 457k | 72.82 | |
| Atkore Intl (ATKR) | 0.2 | $32M | 454k | 70.55 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 0.2 | $32M | 3.4M | 9.41 | |
| Toro Company (TTC) | 0.2 | $31M | 444k | 70.68 | |
| Matson (MATX) | 0.2 | $30M | 272k | 111.35 | |
| Element Solutions (ESI) | 0.2 | $29M | 1.3M | 22.65 | |
| Atlantic Union B (AUB) | 0.2 | $29M | 917k | 31.28 | |
| Saia (SAIA) | 0.2 | $29M | 104k | 274.01 | |
| Inter Parfums (IPAR) | 0.2 | $28M | 211k | 131.31 | |
| CTS Corporation (CTS) | 0.1 | $26M | 601k | 42.61 | |
| Graham Hldgs Com Cl B (GHC) | 0.1 | $26M | 27k | 946.28 | |
| Broadridge Financial Solutions (BR) | 0.1 | $25M | 105k | 243.05 | |
| NVIDIA Corporation (NVDA) | 0.1 | $25M | 159k | 157.99 | |
| Vail Resorts (MTN) | 0.1 | $24M | 152k | 157.14 | |
| Trex Company (TREX) | 0.1 | $23M | 426k | 54.38 | |
| Revolve Group Cl A (RVLV) | 0.1 | $23M | 1.1M | 20.05 | |
| ePlus (PLUS) | 0.1 | $22M | 302k | 72.10 | |
| PriceSmart (PSMT) | 0.1 | $22M | 206k | 105.04 | |
| Haemonetics Corporation (HAE) | 0.1 | $21M | 287k | 74.61 | |
| Reynolds Consumer Prods (REYN) | 0.1 | $21M | 995k | 21.42 | |
| Ingevity (NGVT) | 0.1 | $21M | 484k | 43.09 | |
| Home Depot (HD) | 0.1 | $19M | 51k | 366.64 | |
| Eli Lilly & Co. (LLY) | 0.1 | $19M | 24k | 779.53 | |
| Certara Ord (CERT) | 0.1 | $17M | 1.5M | 11.70 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.1 | $17M | 210k | 81.16 | |
| Alexander & Baldwin (ALEX) | 0.1 | $16M | 888k | 17.83 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.1 | $14M | 706k | 20.28 | |
| Colfax Corp (ENOV) | 0.1 | $14M | 447k | 31.36 | |
| DV (DV) | 0.1 | $14M | 932k | 14.97 | |
| Marten Transport (MRTN) | 0.1 | $13M | 973k | 12.99 | |
| Coca-Cola Company (KO) | 0.1 | $12M | 172k | 70.75 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $12M | 189k | 62.02 | |
| CarMax (KMX) | 0.1 | $11M | 157k | 67.21 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $9.3M | 15k | 621.10 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.0 | $7.8M | 643k | 12.19 | |
| Deere & Company (DE) | 0.0 | $7.6M | 15k | 508.49 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $7.3M | 10.00 | 728800.00 | |
| Nike CL B (NKE) | 0.0 | $6.6M | 94k | 71.04 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $5.4M | 25k | 215.80 | |
| Penske Automotive (PAG) | 0.0 | $3.7M | 22k | 171.81 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $3.5M | 10k | 339.58 | |
| CSX Corporation (CSX) | 0.0 | $3.5M | 106k | 32.63 | |
| Tredegar Corporation (TG) | 0.0 | $2.7M | 309k | 8.80 | |
| Wells Fargo & Company (WFC) | 0.0 | $2.3M | 28k | 80.12 | |
| Netflix (NFLX) | 0.0 | $2.2M | 1.6k | 1339.13 | |
| Bristol Myers Squibb (BMY) | 0.0 | $2.1M | 46k | 46.29 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $2.0M | 17k | 118.00 | |
| GATX Corporation (GATX) | 0.0 | $1.9M | 12k | 153.56 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.8M | 26k | 67.44 | |
| Costco Wholesale Corporation (COST) | 0.0 | $1.7M | 1.7k | 989.94 | |
| Equitable Holdings (EQH) | 0.0 | $1.6M | 29k | 56.10 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $1.5M | 14k | 107.80 | |
| Amazon (AMZN) | 0.0 | $1.4M | 6.4k | 219.39 | |
| CRH Ord (CRH) | 0.0 | $1.4M | 15k | 91.80 | |
| Sherwin-Williams Company (SHW) | 0.0 | $1.3M | 3.9k | 343.36 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.3M | 6.7k | 194.23 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.3M | 5.6k | 226.49 | |
| Pfizer (PFE) | 0.0 | $1.2M | 51k | 24.24 | |
| Markel Corporation (MKL) | 0.0 | $1.2M | 607.00 | 1997.36 | |
| Paccar (PCAR) | 0.0 | $1.1M | 12k | 95.06 | |
| Hershey Company (HSY) | 0.0 | $1.1M | 6.8k | 165.95 | |
| Willis Towers Watson SHS (WTW) | 0.0 | $1.1M | 3.7k | 306.50 | |
| Target Corporation (TGT) | 0.0 | $964k | 9.8k | 98.65 | |
| Udr (UDR) | 0.0 | $954k | 23k | 40.83 | |
| Alcon Ord Shs (ALC) | 0.0 | $859k | 9.7k | 88.51 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $851k | 2.3k | 374.97 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $777k | 2.6k | 298.89 | |
| United Parcel Service CL B (UPS) | 0.0 | $700k | 6.9k | 100.95 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $597k | 2.7k | 218.49 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $573k | 22k | 26.03 | |
| TowneBank (TOWN) | 0.0 | $560k | 16k | 34.18 | |
| General Dynamics Corporation (GD) | 0.0 | $544k | 1.9k | 291.66 | |
| Burford Cap Ord Shs (BUR) | 0.0 | $533k | 37k | 14.26 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $522k | 845.00 | 617.90 | |
| Merck & Co (MRK) | 0.0 | $490k | 6.2k | 79.16 | |
| Service Corporation International (SCI) | 0.0 | $461k | 5.7k | 81.40 | |
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $457k | 4.8k | 95.95 | |
| Icon SHS (ICLR) | 0.0 | $454k | 3.1k | 145.45 | |
| Bank of America Corporation (BAC) | 0.0 | $421k | 8.9k | 47.32 | |
| Live Nation Entertainment (LYV) | 0.0 | $421k | 2.8k | 151.28 | |
| Tesla Motors (TSLA) | 0.0 | $403k | 1.3k | 317.66 | |
| American Financial (AFG) | 0.0 | $341k | 2.7k | 126.21 | |
| Packaging Corporation of America (PKG) | 0.0 | $305k | 1.6k | 188.45 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $271k | 7.6k | 35.69 | |
| Robert Half International (RHI) | 0.0 | $250k | 6.1k | 41.05 | |
| International Game Technolog Shs Usd (BRSL) | 0.0 | $168k | 11k | 15.81 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $101k | 427.00 | 237.26 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $90k | 468.00 | 192.74 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $80k | 284.00 | 280.04 | |
| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.0 | $55k | 13k | 4.29 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $43k | 121.00 | 352.46 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.0k | 10.00 | 104.80 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $595.999800 | 6.00 | 99.33 |
