London Co Of Virginia Top Holdings and 13F Report (2024) → Who are Nvidia’s New Silent Partners? (From Weiss Ratings) (Ad) About London Co Of VirginiaInvestment ActivityLondon Co Of Virginia has $18.99 billion in total holdings as of March 31, 2024.London Co Of Virginia owns shares of 167 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 4.52% of the portfolio was purchased this quarter.About ∞ of the portfolio was sold this quarter.This quarter, London Co Of Virginia has purchased 165 new stocks and bought additional shares in 70 stocks.London Co Of Virginia sold shares of 57 stocks and completely divested from 5 stocks this quarter.Largest Holdings Berkshire Hathaway $623,471,816Apple $536,080,806Fidelity National Information Services $499,894,626BlackRock $483,935,170Norfolk Southern $462,533,118 Largest New Holdings this Quarter Toro $37,338,845 HoldingCertara $29,085,673 HoldingLIBERTY MEDIA CORP DEL $7,096,123 HoldingMarriott Vacations Worldwide $246,055 HoldingCRH PLC $226,174 Holding Largest Purchases this Quarter Crown Castle 1,629,118 shares (about $172.41M)Bruker 1,811,296 shares (about $170.15M)Air Products and Chemicals 521,023 shares (about $126.23M)Old Dominion Freight Line 491,779 shares (about $107.85M)Toro 407,496 shares (about $37.34M) Largest Sales this Quarter iShares Russell 3000 ETF 6 shares (about $∞T)iShares Core S&P Small-Cap ETF 289 shares (about $∞T)Apple 556,572 shares (about $95.44M)Microsoft 198,366 shares (about $83.46M)Perrigo 2,251,861 shares (about $72.49M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLondon Co Of Virginia Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$623,471,816$19,653,003 ▼-3.1%1,482,6213.3%FinanceAAPLApple$536,080,806$95,440,941 ▼-15.1%3,126,2012.8%Computer and TechnologyFISFidelity National Information Services$499,894,626$8,754,575 ▲1.8%6,738,9412.6%Business ServicesBLKBlackRock$483,935,170$16,310,501 ▼-3.3%580,4672.5%FinanceNSCNorfolk Southern$462,533,118$12,499,586 ▼-2.6%1,814,7812.4%TransportationPGRProgressive$461,615,058$15,773,336 ▼-3.3%2,231,9652.4%FinanceLOWLowe's Companies$443,455,285$13,887,877 ▼-3.0%1,740,8842.3%Retail/WholesaleTXNTexas Instruments$433,150,983$12,021,359 ▼-2.7%2,486,3732.3%Computer and TechnologyNEUNewMarket$426,507,742$6,622,259 ▲1.6%672,0682.2%Basic MaterialsAPDAir Products and Chemicals$419,500,924$126,228,243 ▲43.0%1,731,5432.2%Basic MaterialsENTGEntegris$410,682,312$4,239,810 ▲1.0%2,922,1742.2%Computer and TechnologySCHWCharles Schwab$393,325,866$11,382,194 ▼-2.8%5,437,1832.1%FinanceMSFTMicrosoft$379,790,839$83,456,487 ▼-18.0%902,7172.0%Computer and TechnologyJNJJohnson & Johnson$369,474,840$10,700,286 ▼-2.8%2,335,6401.9%MedicalCCICrown Castle$361,972,735$172,409,535 ▲91.0%3,420,3231.9%FinanceMRKMerck & Co., Inc.$345,961,024$13,727,814 ▼-3.8%2,621,9101.8%MedicalAWIArmstrong World Industries$336,168,349$7,674,435 ▲2.3%2,706,2341.8%ConstructionSBUXStarbucks$334,863,801$10,684,587 ▼-3.1%3,664,1191.8%Retail/WholesaleCINFCincinnati Financial$325,592,996$4,568,587 ▼-1.4%2,622,1551.7%FinanceCVXChevron$321,601,498$4,962,972 ▼-1.5%2,038,8081.7%Oils/EnergyFASTFastenal$305,773,354$12,014,634 ▼-3.8%3,963,8751.6%Retail/WholesalePMPhilip Morris International$302,844,227$10,855,412 ▼-3.5%3,305,4381.6%Consumer StaplesAERAerCap$300,610,776$61,425,997 ▼-17.0%3,458,8741.6%FinanceLWLamb Weston$282,801,711$3,625,429 ▲1.3%2,654,6671.5%Consumer StaplesODFLOld Dominion Freight Line$276,540,075$107,852,066 ▲63.9%1,260,9551.5%TransportationCSCOCisco Systems$266,340,184$7,742,089 ▼-2.8%5,336,4091.4%Computer and TechnologyPAYXPaychex$246,744,061$9,299,401 ▼-3.6%2,009,3161.3%Business ServicesNOCNorthrop Grumman$246,068,785$9,472,689 ▼-3.7%514,0781.3%AerospacePOSTPost$240,076,064$2,440,082 ▲1.0%2,258,9021.3%Consumer StaplesVMCVulcan Materials$239,071,568$58,584,989 ▼-19.7%875,9771.3%ConstructionCPRTCopart$237,749,506$2,060,562 ▲0.9%4,104,7911.3%Business ServicesUPSUnited Parcel Service$232,622,596$6,168,294 ▼-2.6%1,565,1121.2%TransportationMOAltria Group$221,376,246$825,029 ▼-0.4%5,075,1091.2%Consumer StaplesOTISOtis Worldwide$216,669,188$2,588,664 ▲1.2%2,182,6251.1%ConstructionCHDNChurchill Downs$213,870,061$1,876,792 ▲0.9%1,728,2431.1%Consumer DiscretionaryKMXCarMax$213,613,554$2,677,674 ▲1.3%2,452,2281.1%Retail/WholesaleDEODiageo$211,303,762$4,807,277 ▼-2.2%1,420,6251.1%Consumer StaplesPOOLPool$210,509,693$1,866,995 ▲0.9%521,7091.1%Consumer DiscretionaryWATWaters$204,024,735$2,077,083 ▲1.0%592,6991.1%MedicalMCMoelis & Company$203,269,747$6,381,288 ▲3.2%3,580,5841.1%FinanceALSNAllison Transmission$201,780,543$2,437,072 ▲1.2%2,486,2071.1%Auto/Tires/TrucksSTESTERIS$199,773,602$2,922,659 ▲1.5%888,5941.1%MedicalMLMMartin Marietta Materials$196,561,650$3,431,927 ▼-1.7%320,1641.0%ConstructionSWKSSkyworks Solutions$189,935,513$2,388,672 ▲1.3%1,753,4671.0%Computer and TechnologyLIILennox International$183,150,283$1,585,539 ▲0.9%374,7241.0%ConstructionDLTRDollar Tree$182,025,035$2,056,103 ▲1.1%1,367,0671.0%Retail/WholesaleAPHAmphenol$178,447,513$2,141,358 ▲1.2%1,547,0090.9%Computer and TechnologyDDominion Energy$171,566,922$5,484,440 ▲3.3%3,487,8410.9%UtilitiesBRKRBruker$170,667,143$170,153,103 ▲33,101.2%1,816,7680.9%Computer and TechnologyCMCSAComcast$169,747,447$4,874,967 ▼-2.8%3,915,7430.9%Consumer DiscretionaryKEYSKeysight Technologies$169,015,735$966,429 ▲0.6%1,080,8010.9%Computer and TechnologyMTBM&T Bank$167,818,009$2,166,765 ▲1.3%1,153,8640.9%FinanceCBRECBRE Group$167,242,577$2,237,784 ▲1.4%1,719,8950.9%FinanceUNFUniFirst$166,098,003$3,597,457 ▲2.2%957,7240.9%Industrial ProductsVZVerizon Communications$159,810,286$614,294 ▼-0.4%3,808,6340.8%Computer and TechnologyGOOGAlphabet$159,428,858$6,009,550 ▼-3.6%1,047,0830.8%Computer and TechnologyATRAptarGroup$155,037,438$1,928,270 ▲1.3%1,077,4720.8%Industrial ProductsHASHasbro$128,373,018$3,412,960 ▲2.7%2,271,2850.7%Consumer DiscretionaryBALLBall$123,532,310$1,658,134 ▲1.4%1,833,9120.7%Industrial ProductsWTMWhite Mountains Insurance Group$119,491,684$6,193,938 ▲5.5%66,5950.6%FinanceVVisa$94,859,571$1,850,859 ▼-1.9%339,9010.5%Business ServicesHDHome Depot$91,719,527$3,077,239 ▼-3.2%239,1020.5%Retail/WholesaleORLYO'Reilly Automotive$87,741,069$1,136,782 ▼-1.3%77,7240.5%Retail/WholesaleLANCLancaster Colony$85,350,037$4,759,502 ▲5.9%411,0680.4%Consumer StaplesDECKDeckers Outdoor$81,990,497$32,116,796 ▼-28.1%87,1070.4%Retail/WholesaleMUSAMurphy USA$81,485,734$3,489,838 ▲4.5%194,3840.4%Oils/EnergyBRBRBellRing Brands$75,968,313$58,097,746 ▼-43.3%1,286,9440.4%MedicalBF.BBrown-Forman$73,687,117$939,845 ▲1.3%1,427,4920.4%Consumer StaplesFDXFedEx$72,082,966$1,731,776 ▼-2.3%248,7850.4%TransportationRSGRepublic Services$70,629,491$1,212,198 ▼-1.7%368,9380.4%Business ServicesFIFiserv$70,609,914$1,032,437 ▼-1.4%441,8090.4%Business ServicesCWSTCasella Waste Systems$61,075,843$4,357,002 ▲7.7%617,7390.3%Industrial ProductsTHGThe Hanover Insurance Group$60,761,736$3,656,571 ▲6.4%446,2200.3%FinanceCHDChurch & Dwight$58,055,921$211,541 ▼-0.4%556,5710.3%Consumer StaplesTREXTrex$54,156,522$16,483,174 ▼-23.3%542,9230.3%ConstructionDOORMasonite International$50,324,440$6,398,985 ▲14.6%382,8410.3%ConstructionTPXTempur Sealy International$49,559,526$2,557,070 ▼-4.9%872,2200.3%Retail/WholesaleFRFirst Industrial Realty Trust$48,716,545$2,000,250 ▲4.3%927,2280.3%FinanceLSTRLandstar System$47,561,913$5,749,443 ▲13.8%246,7420.3%TransportationBRBroadridge Financial Solutions$47,295,001$2,663 ▼0.0%230,8650.2%Business ServicesALBAlbemarle$45,248,870$12,129,302 ▲36.6%343,4710.2%Basic MaterialsAXTAAxalta Coating Systems$43,650,851$70,568 ▲0.2%1,269,2890.2%Basic MaterialsJKHYJack Henry & Associates$42,606,180$418,862 ▲1.0%245,2440.2%Computer and TechnologyVNTVontier$41,792,141$5,142,460 ▲14.0%921,3440.2%Business ServicesTTCToro$37,338,845$37,338,845 ▲New Holding407,4960.2%Consumer DiscretionaryZBRAZebra Technologies$36,527,228$1,552,715 ▲4.4%121,1760.2%Industrial ProductsMTNVail Resorts$31,353,561$2,457,373 ▲8.5%140,7060.2%Consumer DiscretionaryPFEPfizer$31,298,255$4,277,552 ▲15.8%1,127,8650.2%MedicalCNNECannae$30,705,493$3,469,306 ▲12.7%1,380,6430.2%FinanceMATXMatson$30,327,170$3,946,809 ▼-11.5%269,8150.2%TransportationGOLFAcushnet$29,989,695$3,709,356 ▲14.1%454,7340.2%Consumer DiscretionaryCABOCable One$29,950,792$3,038,915 ▲11.3%70,7840.2%Consumer DiscretionaryCERTCertara$29,085,673$29,085,673 ▲New Holding1,626,7160.2%MedicalQLYSQualys$28,423,193$3,118,306 ▼-9.9%170,3310.1%Computer and TechnologyCTSCTS$28,117,453$3,522,536 ▲14.3%600,9290.1%Computer and TechnologyREYNReynolds Consumer Products$27,717,698$1,044,010 ▲3.9%970,5080.1%Consumer DiscretionaryAUBAtlantic Union Bankshares$27,689,248$3,548,372 ▲14.7%784,1760.1%FinanceENOVEnovis$25,508,248$6,506,724 ▲34.2%408,4590.1%MedicalEPRTEssential Properties Realty Trust$24,546,137$3,202,880 ▲15.0%920,7100.1%FinanceRVLVRevolve Group$24,048,261$3,276,546 ▲15.8%1,135,9590.1%Retail/WholesaleShowing largest 100 holdings. 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