London Company

London Co Of Virginia as of March 31, 2026

Portfolio Holdings for London Co Of Virginia

London Co Of Virginia holds 167 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.5 $576M 2.3M 253.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.2 $519M 1.1M 479.21
Corning Incorporated (GLW) 3.2 $516M 3.8M 135.97
Norfolk Southern (NSC) 3.0 $488M 1.7M 287.00
Dominion Resources (D) 2.6 $429M 6.9M 61.82
Johnson & Johnson (JNJ) 2.4 $392M 1.6M 244.44
Chevron Corporation (CVX) 2.4 $392M 1.9M 206.90
Air Products & Chemicals (APD) 2.4 $383M 1.3M 290.50
Blackrock (BLK) 2.3 $381M 396k 961.76
Aercap Holdings Nv SHS (AER) 2.2 $349M 2.5M 137.18
Entegris (ENTG) 2.1 $347M 3.0M 117.24
Texas Instruments Incorporated (TXN) 2.1 $339M 1.7M 194.14
Charles Schwab Corporation (SCHW) 2.1 $335M 3.6M 93.98
Philip Morris International (PM) 2.1 $334M 2.0M 165.34
Progressive Corporation (PGR) 1.9 $316M 1.6M 198.24
Te Connectivity Ord Shs (TEL) 1.9 $311M 1.5M 209.02
Cincinnati Financial Corporation (CINF) 1.8 $297M 1.9M 157.35
NewMarket Corporation (NEU) 1.8 $296M 461k 640.97
Lowe's Companies (LOW) 1.8 $293M 1.2M 236.28
Armstrong World Industries (AWI) 1.7 $284M 1.7M 164.80
Cummins (CMI) 1.7 $274M 509k 538.05
Dollar Tree (DLTR) 1.6 $252M 2.3M 109.51
Chubb (CB) 1.5 $249M 763k 325.94
Cisco Systems (CSCO) 1.5 $247M 3.2M 77.59
Northrop Grumman Corporation (NOC) 1.5 $243M 357k 682.30
Altria (MO) 1.5 $237M 3.6M 65.99
Microsoft Corporation (MSFT) 1.5 $237M 639k 370.18
Keysight Technologies (KEYS) 1.4 $235M 833k 282.37
Tempur-Pedic International (SGI) 1.4 $235M 3.2M 73.92
Churchill Downs (CHDN) 1.4 $233M 2.6M 89.83
Allison Transmission Hldngs I (ALSN) 1.4 $223M 1.9M 117.06
Fastenal Company (FAST) 1.3 $218M 4.7M 46.40
Alphabet Cap Stk Cl C (GOOG) 1.3 $214M 747k 286.86
Starbucks Corporation (SBUX) 1.3 $203M 2.3M 89.59
UniFirst Corporation (UNF) 1.2 $195M 775k 251.59
Old Dominion Freight Line (ODFL) 1.2 $189M 965k 195.40
M&T Bank Corporation (MTB) 1.1 $183M 883k 206.72
Moelis & Co Cl A (MC) 1.0 $166M 2.9M 57.00
Cooper Cos (COO) 1.0 $160M 2.2M 71.50
Vulcan Materials Company (VMC) 1.0 $159M 585k 272.30
Ally Financial (ALLY) 0.9 $153M 3.9M 39.23
Steris Shs Usd (STE) 0.9 $148M 671k 221.13
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.9 $148M 2.0M 73.90
Post Holdings Inc Common (POST) 0.9 $146M 1.5M 98.86
UnitedHealth (UNH) 0.9 $142M 524k 270.60
Cbre Group Cl A (CBRE) 0.8 $135M 995k 135.46
Ball Corporation (BALL) 0.8 $135M 2.3M 59.11
Lennox International (LII) 0.8 $132M 284k 464.14
Domino's Pizza (DPZ) 0.8 $129M 360k 358.79
White Mountains Insurance Gp (WTM) 0.8 $126M 57k 2197.36
Paychex (PAYX) 0.8 $125M 1.4M 92.12
Martin Marietta Materials (MLM) 0.7 $112M 190k 588.68
Waters Corporation (WAT) 0.7 $106M 355k 297.80
Aptar (ATR) 0.6 $104M 829k 126.02
Fidelity National Information Services (FIS) 0.6 $102M 2.2M 46.91
Crown Castle Intl (CCI) 0.6 $98M 1.2M 81.31
Bruker Corporation (BRKR) 0.6 $93M 2.6M 36.12
Copart (CPRT) 0.6 $91M 2.7M 33.20
Otis Worldwide Corp (OTIS) 0.5 $87M 1.1M 77.08
Avantor (AVTR) 0.5 $85M 11M 7.84
Lamb Weston Hldgs (LW) 0.5 $83M 2.0M 42.26
Murphy Usa (MUSA) 0.5 $83M 168k 494.00
Visa Com Cl A (V) 0.5 $81M 268k 302.24
Pool Corporation (POOL) 0.5 $80M 397k 202.33
Republic Services (RSG) 0.5 $79M 361k 219.02
ACI Worldwide (ACIW) 0.4 $69M 1.7M 41.01
FedEx Corporation (FDX) 0.4 $68M 191k 356.18
O'reilly Automotive (ORLY) 0.4 $67M 725k 92.31
Hanover Insurance (THG) 0.4 $66M 382k 173.35
Ccc Intelligent Solutions Holdings (CCC) 0.3 $52M 8.7M 6.00
Lancaster Colony (MZTI) 0.3 $50M 360k 138.33
First Industrial Realty Trust (FR) 0.3 $49M 840k 57.85
Casella Waste Sys Cl A (CWST) 0.3 $42M 533k 79.34
Deckers Outdoor Corporation (DECK) 0.3 $42M 418k 100.09
Qualys (QLYS) 0.3 $41M 466k 87.85
Matson (MATX) 0.2 $40M 244k 163.94
Church & Dwight (CHD) 0.2 $38M 410k 93.32
Acushnet Holdings Corp (GOLF) 0.2 $38M 408k 93.48
Element Solutions (ESI) 0.2 $36M 1.1M 34.14
Landstar System (LSTR) 0.2 $36M 223k 160.31
Credit Acceptance (CACC) 0.2 $34M 80k 423.50
Toro Company (TTC) 0.2 $33M 351k 93.44
Jack Henry & Associates (JKHY) 0.2 $32M 205k 158.04
Gates Indl Corp Ord Shs (GTES) 0.2 $31M 1.4M 22.61
Saia (SAIA) 0.2 $31M 87k 351.31
Essential Properties Realty reit (EPRT) 0.2 $30M 983k 30.36
Vontier Corporation (VNT) 0.2 $29M 827k 35.47
Atlantic Union B (AUB) 0.2 $29M 820k 35.74
Zebra Technologies Corporati Cl A (ZBRA) 0.2 $29M 138k 209.09
PriceSmart (PSMT) 0.2 $28M 183k 150.50
NVIDIA Corporation (NVDA) 0.2 $27M 157k 174.40
Hawkins (HWKN) 0.2 $27M 174k 153.60
CTS Corporation (CTS) 0.2 $26M 537k 47.76
Graham Hldgs Com Cl B (GHC) 0.2 $26M 24k 1057.41
Ishares Tr Core S&p500 Etf (IVV) 0.1 $24M 37k 653.43
Revolve Group Cl A (RVLV) 0.1 $23M 1.0M 22.61
Atkore Intl (ATKR) 0.1 $22M 378k 58.91
Eli Lilly & Co. (LLY) 0.1 $22M 23k 919.77
ePlus (PLUS) 0.1 $20M 270k 75.25
Haemonetics Corporation (HAE) 0.1 $20M 353k 56.36
Inter Parfums (IPAR) 0.1 $17M 188k 90.84
Liberty Live Holdings Com Shs Ser C (LLYVK) 0.1 $17M 177k 94.11
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $16M 234k 67.53
Vail Resorts (MTN) 0.1 $15M 118k 128.33
Home Depot (HD) 0.1 $14M 44k 328.89
Norwegian Cruise Line Hldgs SHS (NCLH) 0.1 $13M 706k 18.70
Coca-Cola Company (KO) 0.1 $13M 168k 76.05
Marten Transport (MRTN) 0.1 $12M 889k 13.13
Great Lakes Dredge & Dock Corporation 0.1 $9.9M 584k 17.00
Colfax Corp (ENOV) 0.1 $9.5M 417k 22.75
Deere & Company (DE) 0.1 $8.4M 15k 563.30
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $7.2M 10.00 718140.00
Ishares Tr Russell 2000 Etf (IWM) 0.0 $5.5M 22k 248.01
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $5.3M 16k 337.95
CRH Ord (CRH) 0.0 $4.4M 42k 105.12
CSX Corporation (CSX) 0.0 $4.3M 106k 41.05
Magnum Ice Cream Co Nv Ord Shs (MICC) 0.0 $3.2M 219k 14.68
Willis Towers Watson SHS (WTW) 0.0 $3.2M 11k 290.70
Icon SHS (ICLR) 0.0 $3.1M 28k 110.66
CarMax (KMX) 0.0 $2.9M 70k 41.58
Penske Automotive (PAG) 0.0 $2.4M 16k 149.52
Bristol Myers Squibb (BMY) 0.0 $2.3M 38k 60.65
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $2.3M 11k 213.67
Duke Energy Corp Com New (DUK) 0.0 $2.2M 17k 130.94
Tredegar Corporation (TG) 0.0 $2.2M 276k 7.95
Alcon Ord Shs (ALC) 0.0 $2.1M 29k 74.20
GATX Corporation (GATX) 0.0 $2.1M 12k 170.74
Exxon Mobil Corporation (XOM) 0.0 $1.9M 11k 169.66
Nike CL B (NKE) 0.0 $1.9M 36k 52.82
Costco Wholesale Corporation (COST) 0.0 $1.7M 1.7k 996.43
Wells Fargo & Company (WFC) 0.0 $1.6M 20k 79.61
Netflix (NFLX) 0.0 $1.5M 16k 96.15
Mondelez Intl Cl A (MDLZ) 0.0 $1.5M 26k 57.64
Hershey Company (HSY) 0.0 $1.4M 6.8k 207.89
Paccar (PCAR) 0.0 $1.4M 12k 115.50
Amazon (AMZN) 0.0 $1.3M 6.4k 208.27
Astrazeneca Ord (AZN) 0.0 $1.3M 6.5k 197.22
Sherwin-Williams Company (SHW) 0.0 $1.3M 3.9k 320.55
Target Corporation (TGT) 0.0 $988k 8.2k 121.21
C H Robinson Worldwide In Com New (CHRW) 0.0 $792k 4.8k 166.07
Udr (UDR) 0.0 $790k 23k 33.78
Lpl Financial Holdings (LPLA) 0.0 $683k 2.3k 300.83
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $615k 3.0k 205.83
General Dynamics Corporation (GD) 0.0 $569k 1.7k 343.22
TowneBank (TOWN) 0.0 $551k 16k 33.67
Accenture Plc Ireland Shs Class A (ACN) 0.0 $516k 2.6k 198.29
Burford Capital Ord Shs (BUR) 0.0 $491k 109k 4.52
Pfizer (PFE) 0.0 $479k 17k 28.08
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.0 $476k 730.00 651.42
Tesla Motors (TSLA) 0.0 $472k 1.3k 371.75
Sony Group Corp Sponsored Adr (SONY) 0.0 $455k 22k 20.70
Service Corporation International (SCI) 0.0 $447k 5.4k 82.51
Echostar Corp Cl A 0.0 $427k 3.7k 117.07
Live Nation Entertainment (LYV) 0.0 $424k 2.8k 152.51
Bank of America Corporation (BAC) 0.0 $401k 8.2k 48.75
American Financial (AFG) 0.0 $345k 2.7k 127.71
Packaging Corporation of America (PKG) 0.0 $344k 1.6k 212.22
Ingevity (NGVT) 0.0 $315k 4.4k 71.23
Merck & Co (MRK) 0.0 $286k 2.4k 120.28
ConocoPhillips (COP) 0.0 $214k 1.6k 132.00
Vanguard Index Fds Small Cp Etf (VB) 0.0 $174k 663.00 262.03
Brightstar Lottery Shs Usd (BRSL) 0.0 $135k 11k 12.74
Ishares Tr Rus 1000 Etf (IWB) 0.0 $114k 320.00 357.41
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $22k 77.00 289.31
Ishares Tr Russell 3000 Etf (IWV) 0.0 $6.8k 18.00 379.17
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $4.7k 38.00 124.39
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.5k 16.00 94.50