London Company

London Co Of Virginia as of June 30, 2026

Portfolio Holdings for London Co Of Virginia

London Co Of Virginia holds 169 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Corning Incorporated (GLW) 4.7 $823M 3.2M 255.43
Apple (AAPL) 3.6 $636M 2.2M 289.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.0 $532M 1.1M 500.40
Norfolk Southern (NSC) 3.0 $520M 1.7M 314.60
Dominion Resources (D) 2.7 $467M 6.8M 68.29
Texas Instruments Incorporated (TXN) 2.6 $462M 1.5M 298.07
Entegris (ENTG) 2.6 $448M 2.5M 179.78
Johnson & Johnson (JNJ) 2.2 $394M 1.5M 253.97
NewMarket Corporation (NEU) 2.2 $387M 489k 791.25
Air Products & Chemicals (APD) 2.1 $376M 1.3M 293.19
Blackrock (BLK) 2.1 $368M 383k 961.62
Cisco Systems (CSCO) 2.1 $362M 3.1M 117.46
Aercap Holdings Nv SHS (AER) 2.0 $353M 2.4M 145.79
Philip Morris International (PM) 2.0 $353M 2.0M 180.91
Cummins (CMI) 2.0 $351M 493k 713.25
Progressive Corporation (PGR) 1.9 $338M 1.5M 218.45
Cincinnati Financial Corporation (CINF) 1.9 $336M 1.8M 185.14
Charles Schwab Corporation (SCHW) 1.8 $319M 3.5M 92.27
Republic Services (RSG) 1.8 $319M 1.5M 213.08
Chevron Corporation (CVX) 1.7 $303M 1.8M 165.76
Tempur-Pedic International (SGI) 1.7 $295M 3.8M 78.39
Dollar Tree (DLTR) 1.5 $267M 2.2M 120.95
Lowe's Companies (LOW) 1.5 $265M 1.2M 220.49
Armstrong World Industries (AWI) 1.5 $264M 1.6M 160.41
Chubb (CB) 1.4 $252M 739k 340.75
Altria (MO) 1.4 $249M 3.5M 71.95
Alphabet Cap Stk Cl C (GOOG) 1.4 $241M 682k 353.33
UnitedHealth (UNH) 1.3 $237M 569k 415.65
Microsoft Corporation (MSFT) 1.3 $231M 619k 373.03
Starbucks Corporation (SBUX) 1.3 $224M 2.2M 102.19
Churchill Downs (CHDN) 1.3 $221M 2.5M 89.63
Fastenal Company (FAST) 1.2 $218M 4.5M 48.03
Keysight Technologies (KEYS) 1.2 $218M 622k 350.07
Te Connectivity Ord Shs (TEL) 1.2 $214M 1.1M 201.62
Cooper Cos (COO) 1.2 $208M 2.9M 71.71
Allison Transmission Hldngs I (ALSN) 1.2 $206M 1.8M 112.74
Old Dominion Freight Line (ODFL) 1.2 $203M 935k 216.60
M&T Bank Corporation (MTB) 1.1 $201M 845k 238.01
UniFirst Corporation (UNF) 1.1 $196M 740k 264.50
Moelis & Co Cl A (MC) 1.0 $183M 2.8M 65.42
Northrop Grumman Corporation (NOC) 1.0 $175M 344k 509.35
Ally Financial (ALLY) 1.0 $172M 3.7M 45.95
Vulcan Materials Company (VMC) 0.9 $165M 561k 295.01
Lennox International (LII) 0.9 $156M 272k 572.96
Bruker Corporation (BRKR) 0.9 $149M 2.5M 60.17
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.8 $142M 2.0M 72.51
Ball Corporation (BALL) 0.8 $136M 2.2M 62.40
Steris Shs Usd (STE) 0.8 $135M 642k 210.57
Paychex (PAYX) 0.7 $130M 1.3M 98.33
Cbre Group Cl A (CBRE) 0.7 $129M 954k 134.69
Waters Corporation (WAT) 0.7 $128M 341k 375.04
Post Holdings Inc Common (POST) 0.7 $124M 1.4M 88.26
Appfolio Com Cl A (APPF) 0.6 $113M 703k 160.35
White Mountains Insurance Gp (WTM) 0.6 $112M 54k 2074.52
Martin Marietta Materials (MLM) 0.6 $108M 187k 576.70
Avantor (AVTR) 0.6 $104M 11M 9.90
Domino's Pizza (DPZ) 0.6 $101M 340k 296.04
Aptar (ATR) 0.6 $99M 793k 125.20
Visa Com Cl A (V) 0.5 $89M 259k 343.09
Crown Castle Intl (CCI) 0.5 $88M 1.2M 75.73
Pool Corporation (POOL) 0.5 $82M 379k 214.90
ACI Worldwide (ACIW) 0.5 $80M 1.6M 50.32
Fidelity National Information Services (FIS) 0.5 $80M 2.1M 38.88
Hanover Insurance (THG) 0.4 $77M 361k 214.13
Murphy Usa (MUSA) 0.4 $76M 140k 539.55
Copart (CPRT) 0.4 $74M 2.6M 28.19
O'reilly Automotive (ORLY) 0.4 $65M 708k 92.09
Qualys (QLYS) 0.3 $59M 428k 137.62
FedEx Corporation (FDX) 0.3 $58M 184k 313.13
First Industrial Realty Trust (FR) 0.3 $49M 797k 61.35
Casella Waste Sys Cl A (CWST) 0.3 $49M 503k 96.95
Credit Acceptance (CACC) 0.3 $48M 75k 636.59
Element Solutions (ESI) 0.3 $47M 985k 47.64
Acushnet Holdings Corp (GOLF) 0.3 $46M 390k 118.53
Landstar System (LSTR) 0.3 $44M 213k 206.81
Deckers Outdoor Corporation (DECK) 0.2 $40M 397k 99.34
Ccc Intelligent Solutions Holdings (CCC) 0.2 $39M 7.5M 5.17
Church & Dwight (CHD) 0.2 $38M 394k 96.88
Gates Indl Corp Ord Shs (GTES) 0.2 $37M 1.3M 27.97
Matson (MATX) 0.2 $36M 189k 192.23
Zebra Technologies Corporati Cl A (ZBRA) 0.2 $36M 137k 263.29
Lancaster Colony (MZTI) 0.2 $35M 310k 114.14
Saia (SAIA) 0.2 $34M 82k 421.27
PriceSmart (PSMT) 0.2 $34M 175k 195.34
CTS Corporation (CTS) 0.2 $34M 513k 65.19
Atlantic Union B (AUB) 0.2 $33M 786k 42.31
Toro Company (TTC) 0.2 $32M 329k 97.38
NVIDIA Corporation (NVDA) 0.2 $31M 157k 200.09
Atkore Intl (ATKR) 0.2 $29M 387k 76.04
Eli Lilly & Co. (LLY) 0.2 $28M 23k 1199.43
Essential Properties Realty reit (EPRT) 0.2 $28M 941k 29.85
Graham Hldgs Com Cl B (GHC) 0.1 $26M 23k 1141.58
Haemonetics Corporation (HAE) 0.1 $26M 341k 75.00
Jack Henry & Associates (JKHY) 0.1 $24M 174k 137.91
Hawkins (HWKN) 0.1 $24M 167k 142.10
Vontier Corporation (VNT) 0.1 $23M 785k 29.00
Revolve Group Cl A (RVLV) 0.1 $22M 980k 22.89
ePlus (PLUS) 0.1 $22M 260k 83.23
Lamb Weston Hldgs (LW) 0.1 $21M 474k 43.21
Inter Parfums (IPAR) 0.1 $20M 180k 111.86
McGrath Rent (MGRC) 0.1 $20M 163k 121.03
Liberty Live Holdings Com Shs Ser C (LLYVK) 0.1 $20M 186k 105.64
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $18M 235k 77.11
Home Depot (HD) 0.1 $15M 44k 352.68
Vail Resorts (MTN) 0.1 $15M 112k 136.26
Norwegian Cruise Line Hldgs SHS (NCLH) 0.1 $15M 706k 21.11
Marten Transport (MRTN) 0.1 $15M 854k 17.35
Fedex Fght Hldg Common Stock (FDXF) 0.1 $14M 92k 151.00
Coca-Cola Company (KO) 0.1 $14M 167k 81.27
Ishares Tr Core S&p500 Etf (IVV) 0.1 $13M 17k 749.29
Deere & Company (DE) 0.1 $9.5M 15k 634.33
Colfax Corp (ENOV) 0.0 $8.0M 386k 20.70
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $7.6M 16k 477.57
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $7.5M 10.00 748850.00
Ishares Tr Russell 2000 Etf (IWM) 0.0 $5.5M 18k 300.48
Icon Pub SHS (ICLR) 0.0 $5.1M 29k 173.71
CSX Corporation (CSX) 0.0 $5.0M 106k 47.53
CRH Ord (CRH) 0.0 $4.6M 43k 107.00
Magnum Ice Cream Co Nv Ord Shs (MICC) 0.0 $3.9M 225k 17.39
CarMax (KMX) 0.0 $3.7M 70k 52.89
Willis Towers Watson SHS (WTW) 0.0 $3.5M 13k 261.37
Penske Automotive (PAG) 0.0 $2.8M 16k 178.96
Bristol Myers Squibb (BMY) 0.0 $2.2M 38k 57.62
GATX Corporation (GATX) 0.0 $2.2M 12k 177.19
Tredegar Corporation (TG) 0.0 $2.1M 265k 7.96
Duke Energy Corp Com New (DUK) 0.0 $2.0M 16k 126.58
Alcon Ord Shs (ALC) 0.0 $2.0M 29k 67.53
Wells Fargo & Company (WFC) 0.0 $1.9M 24k 82.64
Costco Wholesale Corporation (COST) 0.0 $1.6M 1.7k 935.47
Exxon Mobil Corporation (XOM) 0.0 $1.6M 11k 136.72
Amazon (AMZN) 0.0 $1.5M 6.4k 238.34
Mondelez Intl Cl A (MDLZ) 0.0 $1.5M 26k 57.84
Nike CL B (NKE) 0.0 $1.5M 36k 41.05
Paccar (PCAR) 0.0 $1.4M 12k 120.12
Sherwin-Williams Company (SHW) 0.0 $1.3M 3.9k 344.32
Astrazeneca Ord (AZN) 0.0 $1.2M 6.5k 189.62
Hershey Company (HSY) 0.0 $1.2M 6.8k 175.45
Netflix (NFLX) 0.0 $1.1M 16k 71.40
Target Corporation (TGT) 0.0 $1.0M 7.8k 130.62
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $1.0M 4.1k 242.43
Udr (UDR) 0.0 $933k 23k 39.92
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.0 $905k 1.2k 747.52
C H Robinson Worldwide In Com New (CHRW) 0.0 $903k 4.8k 188.34
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $697k 6.3k 110.32
Lpl Financial Holdings (LPLA) 0.0 $639k 2.3k 281.68
TowneBank (TOWN) 0.0 $593k 16k 36.24
General Dynamics Corporation (GD) 0.0 $587k 1.7k 354.24
Tesla Motors (TSLA) 0.0 $534k 1.3k 420.60
Live Nation Entertainment (LYV) 0.0 $509k 2.8k 183.11
Bank of America Corporation (BAC) 0.0 $458k 8.0k 56.98
Sony Group Corp Sponsored Adr (SONY) 0.0 $441k 22k 20.06
Service Corporation International (SCI) 0.0 $420k 5.5k 75.96
Pfizer (PFE) 0.0 $411k 17k 24.08
Packaging Corporation of America (PKG) 0.0 $386k 1.6k 238.28
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $384k 1.6k 246.29
American Financial (AFG) 0.0 $378k 2.7k 139.94
Echostar Corp Cl A 0.0 $371k 3.7k 101.50
Accenture Plc Ireland Shs Class A (ACN) 0.0 $324k 2.6k 124.44
Merck & Co (MRK) 0.0 $281k 2.2k 128.53
Vanguard Index Fds Small Cp Etf (VB) 0.0 $163k 537.00 302.96
Ishares Tr Rus 1000 Etf (IWB) 0.0 $161k 392.00 409.60
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $123k 1.5k 80.59
Brightstar Lottery Shs Usd (BRSL) 0.0 $114k 11k 10.72
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $91k 614.00 148.38
Ishares Tr Gbl Comm Svc Etf (IXP) 0.0 $48k 422.00 112.81
Ishares Tr Russell 3000 Etf (IWV) 0.0 $45k 105.00 428.11
Ishares Tr Us Trsprtion (IYT) 0.0 $4.2k 49.00 86.53
Ishares Tr Expanded Tech (IGV) 0.0 $3.1k 35.00 89.37
Ishares Tr Us Industrials (IYJ) 0.0 $1.3k 8.00 159.50