London Co Of Virginia Top Holdings and 13F Report (2025) About London Co Of VirginiaInvestment ActivityLondon Co Of Virginia has $18.30 billion in total holdings as of December 31, 2024.London Co Of Virginia owns shares of 169 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 5.43% of the portfolio was purchased this quarter.About 7.58% of the portfolio was sold this quarter.This quarter, London Co Of Virginia has purchased 169 new stocks and bought additional shares in 22 stocks.London Co Of Virginia sold shares of 106 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $670,219,049Berkshire Hathaway $570,911,167BLACKROCK INC $502,818,190Fidelity National Information Services $493,297,662Air Products and Chemicals $464,831,024 Largest New Holdings this Quarter BLACKROCK INC $502,818,190 HoldingCredit Acceptance $48,147,867 HoldingCCC Intelligent Solutions $39,252,391 HoldingElement Solutions $29,799,606 HoldingiShares Russell Mid-Cap ETF $886,764 Holding Largest Purchases this Quarter BLACKROCK INC 490,502 shares (about $502.82M)Bruker 1,843,294 shares (about $108.05M)Ball 1,158,668 shares (about $63.88M)iShares Russell 1000 Value ETF 278,867 shares (about $51.63M)TE CONNECTIVITY PLC 341,369 shares (about $48.81M) Largest Sales this Quarter CarMax 753,837 shares (about $61.63M)Martin Marietta Materials 84,491 shares (about $43.64M)Johnson & Johnson 255,420 shares (about $36.94M)Apple 125,159 shares (about $31.34M)Berkshire Hathaway 66,298 shares (about $30.05M) 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 PortfolioSectorAAPLApple$670,219,049$31,342,315 ▼-4.5%2,676,3803.7%Computer and TechnologyBRK.BBerkshire Hathaway$570,911,167$30,051,559 ▼-5.0%1,259,5113.1%FinanceBLACKROCK INC$502,818,190$502,818,190 ▲New Holding490,5022.7%COMFISFidelity National Information Services$493,297,662$21,128,058 ▼-4.1%6,107,4372.7%Business ServicesAPDAir Products and Chemicals$464,831,024$24,097,402 ▼-4.9%1,602,6442.5%Basic MaterialsPGRProgressive$448,916,905$23,199,514 ▼-4.9%1,873,5322.5%FinanceAWIArmstrong World Industries$395,555,408$2,773,601 ▼-0.7%2,798,8072.2%ConstructionTXNTexas Instruments$389,969,149$21,820,159 ▼-5.3%2,079,7252.1%Computer and TechnologyNSCNorfolk Southern$383,509,305$21,065,961 ▼-5.2%1,634,0412.1%TransportationLOWLowe's Companies$360,781,450$18,942,632 ▼-5.0%1,461,8382.0%Retail/WholesaleCINFCincinnati Financial$340,650,406$11,883,413 ▼-3.4%2,370,5671.9%FinanceSCHWCharles Schwab$337,567,246$16,582,311 ▼-4.7%4,561,1031.8%FinanceAERAerCap$337,180,636$2,345,894 ▼-0.7%3,523,3091.8%TransportationPMPhilip Morris International$335,413,008$19,661,938 ▼-5.5%2,786,9801.8%Consumer StaplesMSFTMicrosoft$316,919,537$16,903,415 ▼-5.1%751,8851.7%Computer and TechnologyNEUNewMarket$309,855,531$3,643,501 ▼-1.2%586,4591.7%Basic MaterialsENTGEntegris$299,744,155$2,495,916 ▼-0.8%3,025,8851.6%Computer and TechnologyCHDNChurchill Downs$298,238,098$2,023,131 ▼-0.7%2,233,3241.6%Consumer DiscretionaryALSNAllison Transmission$276,169,324$1,609,770 ▼-0.6%2,555,7041.5%Auto/Tires/TrucksCCICrown Castle$273,334,094$23,033,618 ▼-7.8%3,011,6141.5%FinanceSBUXStarbucks$272,024,824$18,007,275 ▼-6.2%2,981,0941.5%Retail/WholesaleMCMoelis & Company$271,053,230$1,776,888 ▼-0.7%3,668,8311.5%FinancePOSTPost$267,843,840$1,837,197 ▼-0.7%2,340,0651.5%Consumer StaplesJNJJohnson & Johnson$266,547,467$36,938,832 ▼-12.2%1,843,0891.5%MedicalBRKRBruker$245,820,296$108,053,904 ▲78.4%4,193,4541.3%Computer and TechnologyTPXTempur Sealy International$244,614,766$1,319,233 ▼-0.5%4,314,9541.3%Retail/WholesaleTE CONNECTIVITY PLC$243,806,184$48,805,529 ▲25.0%1,705,2961.3%ORD SHSCVXChevron$243,358,383$17,058,238 ▼-6.6%1,680,1881.3%Oils/EnergyLIILennox International$234,797,157$1,333,147 ▼-0.6%385,3561.3%ConstructionCBRECBRE Group$232,174,744$1,327,211 ▼-0.6%1,768,4111.3%FinancePAYXPaychex$231,070,900$14,011,622 ▼-5.7%1,647,9171.3%Business ServicesWATWaters$228,661,486$1,640,104 ▼-0.7%616,3711.2%MedicalCSCOCisco Systems$224,628,700$12,778,852 ▼-5.4%3,794,4041.2%Computer and TechnologyMTBM&T Bank$223,126,882$1,277,152 ▼-0.6%1,186,7821.2%FinanceMOAltria Group$221,800,950$16,412,210 ▼-6.9%4,241,7471.2%Consumer StaplesAPHAmphenol$220,819,518$1,301,423 ▼-0.6%3,179,5471.2%Computer and TechnologyMRKMerck & Co., Inc.$215,574,311$16,049,105 ▼-6.9%2,167,0121.2%MedicalCPRTCopart$210,775,801$1,191,646 ▼-0.6%3,672,6921.2%Business ServicesOTISOtis Worldwide$207,776,444$1,215,136 ▼-0.6%2,243,5641.1%ConstructionVMCVulcan Materials$202,133,237$1,141,845 ▼-0.6%785,8071.1%ConstructionFASTFastenal$201,602,724$12,436,260 ▼-5.8%2,803,5421.1%Retail/WholesaleDDominion Energy$198,697,810$32,276,948 ▲19.4%3,689,1541.1%UtilitiesNOCNorthrop Grumman$198,629,429$12,415,542 ▼-5.9%423,2551.1%AerospaceODFLOld Dominion Freight Line$190,307,396$2,055,237 ▼-1.1%1,078,8401.0%TransportationGOOGAlphabet$185,325,353$4,085,319 ▼-2.2%973,1431.0%Computer and TechnologySTESTERIS$185,094,283$1,177,859 ▼-0.6%900,4391.0%MedicalPOOLPool$182,886,397$1,099,873 ▼-0.6%536,4181.0%Consumer DiscretionaryLWLamb Weston$179,479,832$1,280,329 ▼-0.7%2,685,6181.0%Consumer StaplesKEYSKeysight Technologies$179,170,445$911,897 ▼-0.5%1,115,4231.0%Computer and TechnologyATRAptarGroup$174,024,823$1,008,739 ▼-0.6%1,107,7331.0%Industrial ProductsBALLBall$168,388,707$63,877,375 ▲61.1%3,054,3930.9%Industrial ProductsUNFUniFirst$167,666,047$2,884,236 ▼-1.7%979,9870.9%Industrial ProductsSWKSSkyworks Solutions$158,961,080$1,795,238 ▼-1.1%1,792,5250.9%Computer and TechnologyUPSUnited Parcel Service$155,062,321$14,657,869 ▼-8.6%1,229,6770.8%TransportationDLTRDollar Tree$147,433,182$3,388,861 ▼-2.2%1,967,3500.8%Retail/WholesaleDEODiageo$142,770,794$16,160,002 ▼-10.2%1,123,0300.8%Consumer StaplesWTMWhite Mountains Insurance Group$134,730,019$1,137,857 ▼-0.8%69,2680.7%FinanceCMCSAComcast$115,194,063$12,710,886 ▼-9.9%3,069,3860.6%Consumer DiscretionaryMUSAMurphy USA$103,293,586$935,762 ▼-0.9%205,8670.6%Retail/WholesaleBRBRBellRing Brands$99,731,332$562,865 ▼-0.6%1,323,7500.5%MedicalVVisa$98,555,494$2,724,265 ▼-2.7%311,8450.5%Business ServicesMLMMartin Marietta Materials$97,633,161$43,639,690 ▼-30.9%189,0280.5%ConstructionHDHome Depot$85,773,462$2,131,665 ▼-2.4%220,5030.5%Retail/WholesaleFIFiserv$81,729,223$2,830,688 ▼-3.3%397,8640.4%Business ServicesLANCLancaster Colony$77,998,396$2,164,251 ▲2.9%450,4930.4%Consumer StaplesTHGThe Hanover Insurance Group$72,635,546$665,501 ▼-0.9%469,6470.4%FinanceDECKDeckers Outdoor$70,257,260$27,636,448 ▼-28.2%345,9420.4%Retail/WholesaleCWSTCasella Waste Systems$68,998,808$571,374 ▼-0.8%652,1010.4%Business ServicesRSGRepublic Services$68,399,993$1,990,676 ▼-2.8%339,9940.4%Business ServicesCBChubb$66,252,043$1,965,598 ▼-2.9%239,7830.4%FinanceQLYSQualys$65,104,770$1,766,633 ▲2.8%464,3040.4%Computer and TechnologyORLYO'Reilly Automotive$63,898,019$1,469,206 ▼-2.2%53,8860.3%Retail/WholesaleFDXFedEx$63,806,207$1,864,093 ▼-2.8%226,8020.3%TransportationBRBroadridge Financial Solutions$56,384,992$638,930 ▼-1.1%249,3920.3%Business ServicesBF.BBrown-Forman$55,445,266$619,644 ▼-1.1%1,459,8540.3%Consumer StaplesIWDiShares Russell 1000 Value ETF$53,709,730$51,626,647 ▲2,478.4%290,1190.3%ETFCHDChurch & Dwight$50,686,446$1,538,504 ▼-2.9%484,0650.3%Consumer StaplesZBRAZebra Technologies$50,636,865$554,225 ▼-1.1%131,1090.3%Industrial ProductsFRFirst Industrial Realty Trust$48,833,112$585,167 ▼-1.2%974,1300.3%FinanceCACCCredit Acceptance$48,147,867$48,147,867 ▲New Holding102,5600.3%FinanceACIWACI Worldwide$47,388,945$257,110 ▼-0.5%912,9060.3%Computer and TechnologyAXTAAxalta Coating Systems$46,761,834$604,154 ▼-1.3%1,366,5060.3%Basic MaterialsJKHYJack Henry & Associates$46,243,498$711,193 ▼-1.5%263,7960.3%Computer and TechnologyLSTRLandstar System$42,563,430$557,515 ▼-1.3%247,6630.2%TransportationIVViShares Core S&P 500 ETF$41,379,452$31,453,729 ▲316.9%70,2920.2%ETFCCCSCCC Intelligent Solutions$39,252,391$39,252,391 ▲New Holding3,346,3250.2%Computer and TechnologyRVLVRevolve Group$38,557,949$213,700 ▼-0.6%1,151,3270.2%Consumer DiscretionaryMATXMatson$36,924,976$158,572 ▼-0.4%273,8430.2%TransportationAUBAtlantic Union Bankshares$34,970,255$113,299 ▼-0.3%923,1850.2%FinanceEPRTEssential Properties Realty Trust$34,578,831$120,272 ▼-0.3%1,105,4610.2%FinanceVNTVontier$34,027,150$70,861 ▼-0.2%933,0180.2%Business ServicesTTCToro$33,169,173$734,597 ▼-2.2%414,0970.2%Consumer DiscretionaryCNNECannae$33,111,131$613,734 ▼-1.8%1,667,2270.2%FinanceGOLFAcushnet$32,725,552$162,275 ▼-0.5%460,4050.2%Consumer DiscretionaryCTSCTS$32,064,503$176,382 ▼-0.5%608,0880.2%Computer and TechnologyGTESGates Industrial$31,602,080$123,153 ▼-0.4%1,536,3190.2%Industrial ProductsESIElement Solutions$29,799,606$29,799,606 ▲New Holding1,171,8290.2%Basic MaterialsTREXTrex$29,287,901$303,387 ▼-1.0%424,2780.2%ConstructionCABOCable One$28,176,715$1,213,833 ▼-4.1%77,8100.2%Consumer DiscretionaryREYNReynolds Consumer Products$27,629,585$946,917 ▼-3.3%1,023,6970.2%Consumer DiscretionaryShowing largest 100 holdings. 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