London Co Of Virginia as of Sept. 30, 2025
Portfolio Holdings for London Co Of Virginia
London Co Of Virginia holds 174 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 3.5 | $633M | 2.5M | 254.63 | |
| Norfolk Southern (NSC) | 3.0 | $542M | 1.8M | 300.41 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $515M | 1.0M | 502.76 | |
| Blackrock (BLK) | 2.8 | $506M | 434k | 1165.92 | |
| Corning Incorporated (GLW) | 2.7 | $489M | 6.0M | 82.03 | |
| NewMarket Corporation (NEU) | 2.4 | $438M | 529k | 828.24 | |
| Progressive Corporation (PGR) | 2.4 | $432M | 1.7M | 246.95 | |
| Armstrong World Industries (AWI) | 2.3 | $419M | 2.1M | 196.01 | |
| Air Products & Chemicals (APD) | 2.3 | $410M | 1.5M | 272.73 | |
| Charles Schwab Corporation (SCHW) | 2.2 | $405M | 4.2M | 95.47 | |
| Aercap Holdings Nv SHS (AER) | 2.0 | $368M | 3.0M | 121.00 | |
| Microsoft Corporation (MSFT) | 2.0 | $362M | 699k | 517.97 | |
| Te Connectivity Ord Shs (TEL) | 2.0 | $361M | 1.6M | 219.53 | |
| Philip Morris International (PM) | 2.0 | $359M | 2.2M | 162.20 | |
| Texas Instruments Incorporated (TXN) | 2.0 | $354M | 1.9M | 183.73 | |
| Lowe's Companies (LOW) | 1.9 | $341M | 1.4M | 251.31 | |
| Cincinnati Financial Corporation (CINF) | 1.9 | $339M | 2.1M | 158.10 | |
| Johnson & Johnson (JNJ) | 1.8 | $328M | 1.8M | 185.42 | |
| Entegris (ENTG) | 1.8 | $327M | 3.5M | 92.46 | |
| Chevron Corporation (CVX) | 1.8 | $323M | 2.1M | 155.29 | |
| Tempur-Pedic International (SGI) | 1.8 | $319M | 3.8M | 84.33 | |
| Dominion Resources (D) | 1.7 | $300M | 4.9M | 61.17 | |
| Churchill Downs (CHDN) | 1.5 | $277M | 2.9M | 97.01 | |
| Crown Castle Intl (CCI) | 1.5 | $274M | 2.8M | 96.49 | |
| Altria (MO) | 1.4 | $261M | 4.0M | 66.06 | |
| Dollar Tree (DLTR) | 1.4 | $256M | 2.7M | 94.37 | |
| Fastenal Company (FAST) | 1.4 | $254M | 5.2M | 49.04 | |
| Northrop Grumman Corporation (NOC) | 1.3 | $239M | 393k | 609.37 | |
| Cisco Systems (CSCO) | 1.3 | $239M | 3.5M | 68.42 | |
| Moelis & Co Cl A (MC) | 1.3 | $233M | 3.3M | 71.32 | |
| Cummins (CMI) | 1.3 | $232M | 549k | 422.39 | |
| Starbucks Corporation (SBUX) | 1.3 | $232M | 2.7M | 84.60 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $220M | 905k | 243.55 | |
| UnitedHealth (UNH) | 1.2 | $220M | 636k | 345.32 | |
| Vulcan Materials Company (VMC) | 1.2 | $212M | 690k | 307.62 | |
| M&T Bank Corporation (MTB) | 1.1 | $206M | 1.0M | 197.62 | |
| Chubb (CB) | 1.1 | $205M | 726k | 282.26 | |
| Steris Shs Usd (STE) | 1.1 | $196M | 790k | 247.44 | |
| Paychex (PAYX) | 1.1 | $193M | 1.5M | 126.76 | |
| Allison Transmission Hldngs I (ALSN) | 1.1 | $190M | 2.2M | 84.88 | |
| Post Holdings Inc Common (POST) | 1.0 | $190M | 1.8M | 107.48 | |
| Cbre Group Cl A (CBRE) | 1.0 | $184M | 1.2M | 157.56 | |
| Ally Financial (ALLY) | 1.0 | $181M | 4.6M | 39.20 | |
| Otis Worldwide Corp (OTIS) | 1.0 | $180M | 2.0M | 91.43 | |
| Lennox International (LII) | 1.0 | $178M | 337k | 529.37 | |
| Fidelity National Information Services (FIS) | 1.0 | $174M | 2.6M | 65.94 | |
| Keysight Technologies (KEYS) | 0.9 | $171M | 979k | 174.92 | |
| Waters Corporation (WAT) | 0.9 | $167M | 556k | 299.82 | |
| Avantor (AVTR) | 0.9 | $160M | 13M | 12.48 | |
| Old Dominion Freight Line (ODFL) | 0.8 | $153M | 1.1M | 140.78 | |
| UniFirst Corporation (UNF) | 0.8 | $151M | 903k | 167.19 | |
| Pool Corporation (POOL) | 0.8 | $146M | 471k | 310.07 | |
| Copart (CPRT) | 0.8 | $145M | 3.2M | 44.97 | |
| Lamb Weston Hldgs (LW) | 0.8 | $139M | 2.4M | 58.08 | |
| Ball Corporation (BALL) | 0.7 | $135M | 2.7M | 50.42 | |
| Aptar (ATR) | 0.7 | $130M | 973k | 133.66 | |
| White Mountains Insurance Gp (WTM) | 0.6 | $112M | 67k | 1671.76 | |
| Martin Marietta Materials (MLM) | 0.6 | $110M | 174k | 630.28 | |
| Visa Com Cl A (V) | 0.6 | $101M | 297k | 341.38 | |
| Bruker Corporation (BRKR) | 0.5 | $98M | 3.0M | 32.49 | |
| ACI Worldwide (ACIW) | 0.5 | $91M | 1.7M | 52.77 | |
| O'reilly Automotive (ORLY) | 0.5 | $84M | 778k | 107.81 | |
| Hanover Insurance (THG) | 0.5 | $83M | 454k | 181.63 | |
| Murphy Usa (MUSA) | 0.4 | $77M | 199k | 388.28 | |
| Lancaster Colony (MZTI) | 0.4 | $76M | 439k | 172.79 | |
| Republic Services (RSG) | 0.4 | $74M | 322k | 229.48 | |
| Amphenol Corp Cl A (APH) | 0.4 | $69M | 555k | 123.75 | |
| Equitable Holdings (EQH) | 0.3 | $63M | 1.2M | 50.78 | |
| Qualys (QLYS) | 0.3 | $60M | 456k | 132.33 | |
| Casella Waste Sys Cl A (CWST) | 0.3 | $59M | 625k | 94.88 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.3 | $55M | 184k | 297.17 | |
| Deckers Outdoor Corporation (DECK) | 0.3 | $54M | 532k | 101.37 | |
| FedEx Corporation (FDX) | 0.3 | $50M | 213k | 235.81 | |
| Fiserv (FI) | 0.3 | $49M | 379k | 128.93 | |
| First Industrial Realty Trust (FR) | 0.3 | $49M | 942k | 51.47 | |
| Credit Acceptance (CACC) | 0.3 | $47M | 100k | 466.97 | |
| Church & Dwight (CHD) | 0.2 | $40M | 461k | 87.63 | |
| Axalta Coating Sys (AXTA) | 0.2 | $38M | 1.3M | 28.62 | |
| Jack Henry & Associates (JKHY) | 0.2 | $38M | 255k | 148.93 | |
| Vontier Corporation (VNT) | 0.2 | $37M | 892k | 41.97 | |
| Gates Indl Corp Ord Shs (GTES) | 0.2 | $37M | 1.5M | 24.82 | |
| Brown Forman Corp CL B (BF.B) | 0.2 | $35M | 1.3M | 27.08 | |
| Acushnet Holdings Corp (GOLF) | 0.2 | $35M | 440k | 78.49 | |
| Element Solutions (ESI) | 0.2 | $33M | 1.3M | 25.17 | |
| Toro Company (TTC) | 0.2 | $33M | 433k | 76.20 | |
| Saia (SAIA) | 0.2 | $33M | 109k | 299.38 | |
| Essential Properties Realty reit (EPRT) | 0.2 | $32M | 1.1M | 29.76 | |
| Atlantic Union B (AUB) | 0.2 | $31M | 885k | 35.29 | |
| Graham Hldgs Com Cl B (GHC) | 0.2 | $31M | 26k | 1177.44 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 0.2 | $30M | 3.3M | 9.11 | |
| NVIDIA Corporation (NVDA) | 0.2 | $30M | 159k | 186.58 | |
| Landstar System (LSTR) | 0.2 | $29M | 239k | 122.56 | |
| Atkore Intl (ATKR) | 0.1 | $27M | 430k | 62.74 | |
| Ingevity (NGVT) | 0.1 | $26M | 470k | 55.19 | |
| Matson (MATX) | 0.1 | $26M | 262k | 98.59 | |
| PriceSmart (PSMT) | 0.1 | $24M | 198k | 121.19 | |
| Revolve Group Cl A (RVLV) | 0.1 | $24M | 1.1M | 21.30 | |
| CTS Corporation (CTS) | 0.1 | $23M | 580k | 39.94 | |
| Trex Company (TREX) | 0.1 | $22M | 416k | 51.67 | |
| Vail Resorts (MTN) | 0.1 | $22M | 144k | 149.58 | |
| ePlus (PLUS) | 0.1 | $21M | 291k | 71.01 | |
| Home Depot (HD) | 0.1 | $20M | 50k | 405.19 | |
| Certara Ord (CERT) | 0.1 | $19M | 1.6M | 12.22 | |
| Inter Parfums (IPAR) | 0.1 | $18M | 186k | 98.38 | |
| Eli Lilly & Co. (LLY) | 0.1 | $18M | 24k | 763.00 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.1 | $17M | 706k | 24.63 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.1 | $16M | 169k | 96.97 | |
| Alexander & Baldwin (ALEX) | 0.1 | $16M | 855k | 18.19 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $15M | 228k | 65.26 | |
| Colfax Corp (ENOV) | 0.1 | $14M | 458k | 30.34 | |
| Haemonetics Corporation (HAE) | 0.1 | $13M | 266k | 48.74 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $12M | 18k | 669.49 | |
| Coca-Cola Company (KO) | 0.1 | $11M | 172k | 66.32 | |
| DV (DV) | 0.1 | $11M | 892k | 11.98 | |
| Marten Transport (MRTN) | 0.1 | $9.5M | 895k | 10.66 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $7.5M | 10.00 | 754200.00 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.0 | $7.0M | 584k | 11.99 | |
| CarMax (KMX) | 0.0 | $6.8M | 152k | 44.87 | |
| Deere & Company (DE) | 0.0 | $6.8M | 15k | 457.26 | |
| Nike CL B (NKE) | 0.0 | $6.4M | 92k | 69.73 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $6.2M | 26k | 241.98 | |
| CRH Ord (CRH) | 0.0 | $4.8M | 40k | 119.90 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $4.1M | 15k | 279.29 | |
| CSX Corporation (CSX) | 0.0 | $3.8M | 106k | 35.51 | |
| Willis Towers Watson SHS (WTW) | 0.0 | $3.6M | 11k | 345.45 | |
| Penske Automotive (PAG) | 0.0 | $3.1M | 18k | 173.91 | |
| Icon SHS (ICLR) | 0.0 | $2.5M | 14k | 175.00 | |
| Tredegar Corporation (TG) | 0.0 | $2.4M | 298k | 8.03 | |
| GATX Corporation (GATX) | 0.0 | $2.1M | 12k | 174.80 | |
| Alcon Ord Shs (ALC) | 0.0 | $2.1M | 28k | 74.43 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $2.1M | 17k | 123.75 | |
| Netflix (NFLX) | 0.0 | $1.9M | 1.6k | 1198.92 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.8M | 7.7k | 227.73 | |
| Bristol Myers Squibb (BMY) | 0.0 | $1.7M | 38k | 45.10 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.6M | 26k | 62.47 | |
| Costco Wholesale Corporation (COST) | 0.0 | $1.6M | 1.7k | 925.63 | |
| Wells Fargo & Company (WFC) | 0.0 | $1.6M | 19k | 83.82 | |
| Amazon (AMZN) | 0.0 | $1.4M | 6.4k | 219.57 | |
| Sherwin-Williams Company (SHW) | 0.0 | $1.4M | 3.9k | 346.26 | |
| Burford Cap Ord Shs (BUR) | 0.0 | $1.3M | 108k | 11.96 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $1.3M | 11k | 112.75 | |
| Hershey Company (HSY) | 0.0 | $1.3M | 6.8k | 187.05 | |
| Paccar (PCAR) | 0.0 | $1.2M | 12k | 98.32 | |
| Markel Corporation (MKL) | 0.0 | $1.2M | 607.00 | 1911.36 | |
| Udr (UDR) | 0.0 | $871k | 23k | 37.26 | |
| Pfizer (PFE) | 0.0 | $854k | 34k | 25.48 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $835k | 4.1k | 203.59 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $755k | 2.3k | 332.69 | |
| Target Corporation (TGT) | 0.0 | $742k | 8.3k | 89.70 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $641k | 2.6k | 246.60 | |
| General Dynamics Corporation (GD) | 0.0 | $636k | 1.9k | 341.00 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $633k | 22k | 28.79 | |
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $631k | 4.8k | 132.40 | |
| TowneBank (TOWN) | 0.0 | $566k | 16k | 34.57 | |
| Tesla Motors (TSLA) | 0.0 | $564k | 1.3k | 444.72 | |
| Bank of America Corporation (BAC) | 0.0 | $459k | 8.9k | 51.59 | |
| Live Nation Entertainment (LYV) | 0.0 | $454k | 2.8k | 163.40 | |
| Service Corporation International (SCI) | 0.0 | $451k | 5.4k | 83.22 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $446k | 669.00 | 666.87 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $417k | 1.1k | 365.65 | |
| Merck & Co (MRK) | 0.0 | $396k | 4.7k | 83.93 | |
| American Financial (AFG) | 0.0 | $393k | 2.7k | 145.72 | |
| Packaging Corporation of America (PKG) | 0.0 | $353k | 1.6k | 217.93 | |
| United Parcel Service CL B (UPS) | 0.0 | $321k | 3.8k | 83.52 | |
| Broadridge Financial Solutions (BR) | 0.0 | $248k | 1.0k | 238.16 | |
| Robert Half International (RHI) | 0.0 | $207k | 6.1k | 33.98 | |
| Brightstar Lottery Shs Usd (BRSL) | 0.0 | $183k | 11k | 17.25 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $116k | 552.00 | 209.26 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $73k | 286.00 | 254.03 | |
| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.0 | $54k | 13k | 4.17 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $40k | 107.00 | 377.92 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $16k | 54.00 | 291.76 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.9k | 19.00 | 98.95 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $493.000000 | 4.00 | 123.25 |
