London Co Of Virginia as of Dec. 31, 2025
Portfolio Holdings for London Co Of Virginia
London Co Of Virginia holds 170 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 3.8 | $657M | 2.4M | 271.86 | |
| Norfolk Southern (NSC) | 3.0 | $523M | 1.8M | 288.72 | |
| Corning Incorporated (GLW) | 2.9 | $510M | 5.8M | 87.56 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $501M | 996k | 502.67 | |
| Blackrock (BLK) | 2.6 | $452M | 422k | 1070.39 | |
| Charles Schwab Corporation (SCHW) | 2.4 | $410M | 4.1M | 99.91 | |
| Aercap Holdings Nv SHS (AER) | 2.3 | $397M | 2.8M | 143.76 | |
| Progressive Corporation (PGR) | 2.2 | $385M | 1.7M | 227.72 | |
| Te Connectivity Ord Shs (TEL) | 2.1 | $363M | 1.6M | 227.51 | |
| Armstrong World Industries (AWI) | 2.1 | $357M | 1.9M | 191.10 | |
| Johnson & Johnson (JNJ) | 2.1 | $356M | 1.7M | 206.95 | |
| Philip Morris International (PM) | 2.0 | $346M | 2.2M | 160.40 | |
| NewMarket Corporation (NEU) | 2.0 | $339M | 493k | 687.28 | |
| Air Products & Chemicals (APD) | 1.9 | $336M | 1.4M | 247.03 | |
| Cincinnati Financial Corporation (CINF) | 1.9 | $335M | 2.1M | 163.32 | |
| Microsoft Corporation (MSFT) | 1.9 | $330M | 682k | 483.64 | |
| Texas Instruments Incorporated (TXN) | 1.9 | $322M | 1.9M | 173.49 | |
| Lowe's Companies (LOW) | 1.8 | $318M | 1.3M | 241.16 | |
| Dollar Tree (DLTR) | 1.8 | $312M | 2.5M | 123.01 | |
| Tempur-Pedic International (SGI) | 1.8 | $310M | 3.5M | 89.28 | |
| Chevron Corporation (CVX) | 1.8 | $305M | 2.0M | 152.41 | |
| Churchill Downs (CHDN) | 1.7 | $298M | 2.6M | 113.78 | |
| Dominion Resources (D) | 1.6 | $280M | 4.8M | 58.59 | |
| Cummins (CMI) | 1.6 | $277M | 543k | 510.48 | |
| Entegris (ENTG) | 1.5 | $267M | 3.2M | 84.25 | |
| Cisco Systems (CSCO) | 1.5 | $263M | 3.4M | 77.03 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $253M | 806k | 313.80 | |
| Chubb (CB) | 1.4 | $251M | 803k | 312.13 | |
| Altria (MO) | 1.3 | $221M | 3.8M | 57.66 | |
| Northrop Grumman Corporation (NOC) | 1.3 | $218M | 383k | 570.26 | |
| Starbucks Corporation (SBUX) | 1.2 | $214M | 2.5M | 84.21 | |
| Moelis & Co Cl A (MC) | 1.2 | $211M | 3.1M | 68.74 | |
| Allison Transmission Hldngs I (ALSN) | 1.2 | $206M | 2.1M | 97.90 | |
| Fastenal Company (FAST) | 1.2 | $202M | 5.0M | 40.13 | |
| M&T Bank Corporation (MTB) | 1.1 | $197M | 976k | 201.48 | |
| Ally Financial (ALLY) | 1.1 | $195M | 4.3M | 45.29 | |
| UnitedHealth (UNH) | 1.1 | $192M | 583k | 330.13 | |
| Waters Corporation (WAT) | 1.1 | $192M | 505k | 379.84 | |
| Steris Shs Usd (STE) | 1.1 | $188M | 740k | 253.52 | |
| Keysight Technologies (KEYS) | 1.1 | $187M | 918k | 203.19 | |
| Vulcan Materials Company (VMC) | 1.1 | $184M | 647k | 285.22 | |
| Cbre Group Cl A (CBRE) | 1.0 | $176M | 1.1M | 160.79 | |
| Cooper Cos (COO) | 1.0 | $170M | 2.1M | 81.96 | |
| Paychex (PAYX) | 0.9 | $162M | 1.4M | 112.18 | |
| Old Dominion Freight Line (ODFL) | 0.9 | $162M | 1.0M | 156.80 | |
| Otis Worldwide Corp (OTIS) | 0.9 | $161M | 1.8M | 87.35 | |
| UniFirst Corporation (UNF) | 0.9 | $161M | 835k | 192.90 | |
| Fidelity National Information Services (FIS) | 0.9 | $161M | 2.4M | 66.46 | |
| Post Holdings Inc Common (POST) | 0.9 | $157M | 1.6M | 99.05 | |
| Lennox International (LII) | 0.9 | $153M | 315k | 485.59 | |
| Avantor (AVTR) | 0.8 | $137M | 12M | 11.46 | |
| Ball Corporation (BALL) | 0.8 | $133M | 2.5M | 52.97 | |
| Bruker Corporation (BRKR) | 0.8 | $131M | 2.8M | 47.11 | |
| White Mountains Insurance Gp (WTM) | 0.7 | $122M | 59k | 2078.41 | |
| Copart (CPRT) | 0.7 | $118M | 3.0M | 39.15 | |
| Aptar (ATR) | 0.6 | $111M | 910k | 121.96 | |
| Crown Castle Intl (CCI) | 0.6 | $109M | 1.2M | 88.87 | |
| Martin Marietta Materials (MLM) | 0.6 | $106M | 171k | 622.66 | |
| Pool Corporation (POOL) | 0.6 | $99M | 434k | 228.75 | |
| Visa Com Cl A (V) | 0.6 | $99M | 283k | 350.71 | |
| Lamb Weston Hldgs (LW) | 0.5 | $87M | 2.1M | 41.89 | |
| Republic Services (RSG) | 0.5 | $81M | 384k | 211.93 | |
| Hanover Insurance (THG) | 0.4 | $72M | 392k | 182.77 | |
| Amphenol Corp Cl A (APH) | 0.4 | $71M | 525k | 135.14 | |
| O'reilly Automotive (ORLY) | 0.4 | $69M | 756k | 91.21 | |
| Murphy Usa (MUSA) | 0.4 | $69M | 170k | 403.55 | |
| ACI Worldwide (ACIW) | 0.4 | $67M | 1.4M | 47.81 | |
| Lancaster Colony (MZTI) | 0.3 | $60M | 365k | 164.42 | |
| FedEx Corporation (FDX) | 0.3 | $59M | 203k | 288.86 | |
| Casella Waste Sys Cl A (CWST) | 0.3 | $54M | 547k | 97.94 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $52M | 790k | 66.00 | |
| Qualys (QLYS) | 0.3 | $52M | 389k | 132.90 | |
| First Industrial Realty Trust (FR) | 0.3 | $47M | 820k | 57.27 | |
| Equitable Holdings (EQH) | 0.3 | $46M | 971k | 47.65 | |
| Ccc Intelligent Solutions Holdings (CCC) | 0.3 | $46M | 5.7M | 7.95 | |
| Deckers Outdoor Corporation (DECK) | 0.2 | $40M | 387k | 103.67 | |
| Jack Henry & Associates (JKHY) | 0.2 | $38M | 208k | 182.49 | |
| Church & Dwight (CHD) | 0.2 | $36M | 427k | 83.85 | |
| Credit Acceptance (CACC) | 0.2 | $35M | 79k | 443.50 | |
| Axalta Coating Sys (AXTA) | 0.2 | $34M | 1.1M | 32.31 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $34M | 140k | 242.83 | |
| Acushnet Holdings Corp (GOLF) | 0.2 | $34M | 423k | 79.82 | |
| Landstar System (LSTR) | 0.2 | $33M | 229k | 143.70 | |
| Revolve Group Cl A (RVLV) | 0.2 | $32M | 1.1M | 30.19 | |
| Vontier Corporation (VNT) | 0.2 | $32M | 847k | 37.18 | |
| Matson (MATX) | 0.2 | $31M | 252k | 123.55 | |
| Brown Forman Corp CL B (BF.B) | 0.2 | $31M | 1.2M | 26.06 | |
| Gates Indl Corp Ord Shs (GTES) | 0.2 | $30M | 1.4M | 21.47 | |
| Essential Properties Realty reit (EPRT) | 0.2 | $30M | 1.0M | 29.66 | |
| Atlantic Union B (AUB) | 0.2 | $30M | 847k | 35.30 | |
| NVIDIA Corporation (NVDA) | 0.2 | $30M | 159k | 186.50 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $30M | 141k | 210.34 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $29M | 42k | 685.07 | |
| Graham Hldgs Com Cl B (GHC) | 0.2 | $27M | 25k | 1098.75 | |
| Ingevity (NGVT) | 0.2 | $27M | 449k | 59.18 | |
| Atkore Intl (ATKR) | 0.2 | $26M | 412k | 63.25 | |
| Saia (SAIA) | 0.1 | $26M | 79k | 326.55 | |
| Eli Lilly & Co. (LLY) | 0.1 | $26M | 24k | 1074.68 | |
| Element Solutions (ESI) | 0.1 | $25M | 1.0M | 24.99 | |
| Toro Company (TTC) | 0.1 | $24M | 310k | 78.72 | |
| ePlus (PLUS) | 0.1 | $24M | 278k | 87.70 | |
| CTS Corporation (CTS) | 0.1 | $24M | 555k | 42.87 | |
| PriceSmart (PSMT) | 0.1 | $23M | 190k | 122.67 | |
| Haemonetics Corporation (HAE) | 0.1 | $21M | 264k | 80.15 | |
| Alexander & Baldwin (ALEX) | 0.1 | $17M | 803k | 20.64 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.1 | $16M | 706k | 22.32 | |
| Home Depot (HD) | 0.1 | $15M | 44k | 344.10 | |
| Liberty Live Holdings Com Shs Ser C (LLYVK) | 0.1 | $15M | 179k | 83.16 | |
| Vail Resorts (MTN) | 0.1 | $14M | 103k | 132.81 | |
| Inter Parfums (IPAR) | 0.1 | $13M | 155k | 84.83 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $13M | 53k | 246.17 | |
| Coca-Cola Company (KO) | 0.1 | $12M | 168k | 69.91 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $11M | 31k | 373.44 | |
| Certara Ord (CERT) | 0.1 | $11M | 1.2M | 8.81 | |
| Colfax Corp (ENOV) | 0.1 | $9.9M | 372k | 26.64 | |
| Marten Transport (MRTN) | 0.1 | $9.6M | 841k | 11.38 | |
| Trex Company (TREX) | 0.1 | $8.9M | 253k | 35.08 | |
| Great Lakes Dredge & Dock Corporation | 0.0 | $7.7M | 584k | 13.12 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $7.5M | 10.00 | 754800.00 | |
| Deere & Company (DE) | 0.0 | $6.9M | 15k | 465.57 | |
| CRH Ord (CRH) | 0.0 | $5.1M | 41k | 124.80 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $4.6M | 15k | 303.89 | |
| CSX Corporation (CSX) | 0.0 | $3.8M | 106k | 36.25 | |
| Willis Towers Watson SHS (WTW) | 0.0 | $3.4M | 11k | 328.60 | |
| CarMax (KMX) | 0.0 | $2.7M | 70k | 38.64 | |
| Icon SHS (ICLR) | 0.0 | $2.6M | 14k | 182.22 | |
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $2.6M | 166k | 15.87 | |
| Penske Automotive (PAG) | 0.0 | $2.5M | 16k | 158.29 | |
| Nike CL B (NKE) | 0.0 | $2.3M | 36k | 63.71 | |
| Alcon Ord Shs (ALC) | 0.0 | $2.2M | 28k | 79.84 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $2.2M | 3.2k | 682.13 | |
| GATX Corporation (GATX) | 0.0 | $2.1M | 12k | 169.60 | |
| Tredegar Corporation (TG) | 0.0 | $2.0M | 283k | 7.18 | |
| Bristol Myers Squibb (BMY) | 0.0 | $2.0M | 38k | 53.94 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $2.0M | 17k | 117.21 | |
| Wells Fargo & Company (WFC) | 0.0 | $1.8M | 20k | 93.20 | |
| Netflix (NFLX) | 0.0 | $1.5M | 16k | 93.76 | |
| Utz Brands Com Cl A (UTZ) | 0.0 | $1.5M | 144k | 10.38 | |
| Costco Wholesale Corporation (COST) | 0.0 | $1.5M | 1.7k | 862.34 | |
| Amazon (AMZN) | 0.0 | $1.5M | 6.4k | 230.82 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.4M | 26k | 53.83 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $1.4M | 11k | 120.34 | |
| Paccar (PCAR) | 0.0 | $1.3M | 12k | 109.51 | |
| Sherwin-Williams Company (SHW) | 0.0 | $1.3M | 3.9k | 324.03 | |
| Hershey Company (HSY) | 0.0 | $1.2M | 6.8k | 181.98 | |
| Burford Cap Ord Shs (BUR) | 0.0 | $943k | 106k | 8.92 | |
| Udr (UDR) | 0.0 | $857k | 23k | 36.68 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $811k | 2.3k | 357.17 | |
| Target Corporation (TGT) | 0.0 | $809k | 8.3k | 97.75 | |
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $766k | 4.8k | 160.76 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $731k | 3.5k | 209.13 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $698k | 2.6k | 268.30 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $625k | 6.5k | 96.27 | |
| Tesla Motors (TSLA) | 0.0 | $571k | 1.3k | 449.72 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $563k | 22k | 25.60 | |
| General Dynamics Corporation (GD) | 0.0 | $558k | 1.7k | 336.66 | |
| TowneBank (TOWN) | 0.0 | $546k | 16k | 33.37 | |
| Bank of America Corporation (BAC) | 0.0 | $453k | 8.2k | 55.00 | |
| Pfizer (PFE) | 0.0 | $425k | 17k | 24.90 | |
| Service Corporation International (SCI) | 0.0 | $422k | 5.4k | 77.97 | |
| Merck & Co (MRK) | 0.0 | $407k | 3.9k | 105.27 | |
| Live Nation Entertainment (LYV) | 0.0 | $396k | 2.8k | 142.50 | |
| American Financial (AFG) | 0.0 | $369k | 2.7k | 136.68 | |
| Packaging Corporation of America (PKG) | 0.0 | $334k | 1.6k | 206.23 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $329k | 1.3k | 257.96 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $225k | 580.00 | 387.09 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $217k | 747.00 | 290.27 | |
| Broadridge Financial Solutions (BR) | 0.0 | $206k | 922.00 | 223.26 | |
| Brightstar Lottery Shs Usd (BRSL) | 0.0 | $164k | 11k | 15.48 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $5.7k | 47.00 | 120.81 |
