London Co Of Virginia Top Holdings and 13F Report (2025) About London Co Of VirginiaInvestment ActivityLondon Co Of Virginia has $17.55 billion in total holdings as of March 31, 2025.London Co Of Virginia owns shares of 175 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 3.05% of the portfolio was purchased this quarter.About 6.17% of the portfolio was sold this quarter.This quarter, London Co Of Virginia has purchased 169 new stocks and bought additional shares in 30 stocks.London Co Of Virginia sold shares of 106 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $652,675,078Apple $577,948,378Progressive $515,758,704Air Products and Chemicals $460,007,390Fidelity National Information Services $440,572,925 Largest New Holdings this Quarter 02005N100 - Ally Financial $184,020,168 Holding047649108 - Atkore $27,439,811 Holding78709Y105 - Saia $24,285,529 HoldingG96629103 - Willis Towers Watson Public $740,448 HoldingH01301128 - Alcon $454,253 Holding Largest Purchases this Quarter Ally Financial 5,045,796 shares (about $184.02M)Corning 4,015,509 shares (about $183.83M)Entegris 784,191 shares (about $68.60M)Atkore 457,406 shares (about $27.44M)Saia 69,500 shares (about $24.29M) Largest Sales this Quarter Merck & Co., Inc. 2,152,170 shares (about $193.18M)Amphenol 1,050,525 shares (about $68.90M)CBRE Group 490,709 shares (about $64.17M)Home Depot 169,032 shares (about $61.95M)iShares Russell 1000 Value ETF 246,400 shares (about $46.36M) 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$652,675,078$18,115,173 ▼-2.7%1,225,4973.7%FinanceAAPLApple$577,948,378$16,555,790 ▼-2.8%2,601,8483.3%Computer and TechnologyPGRProgressive$515,758,704$14,469,448 ▼-2.7%1,822,4052.9%FinanceAPDAir Products and Chemicals$460,007,390$12,644,401 ▼-2.7%1,559,7702.6%Basic MaterialsFISFidelity National Information Services$440,572,925$15,530,452 ▼-3.4%5,899,4772.5%Business ServicesBLACKROCK INC$429,020,026$35,229,843 ▼-7.6%453,2802.4%COMPMPhilip Morris International$428,108,788$14,268,557 ▼-3.2%2,697,0882.4%Consumer StaplesAWIArmstrong World Industries$383,058,926$11,237,012 ▼-2.8%2,719,0442.2%ConstructionNSCNorfolk Southern$377,745,665$9,276,941 ▼-2.4%1,594,8732.2%TransportationTXNTexas Instruments$362,762,952$10,963,678 ▼-2.9%2,018,7142.1%Computer and TechnologyAERAerCap$349,146,286$10,830,225 ▼-3.0%3,417,3072.0%TransportationSCHWCharles Schwab$346,654,060$10,389,087 ▼-2.9%4,428,3862.0%FinanceCINFCincinnati Financial$337,118,251$13,061,843 ▼-3.7%2,282,1441.9%FinanceENTGEntegris$333,305,414$68,601,022 ▲25.9%3,810,0761.9%Computer and TechnologyLOWLowe's Companies$329,896,515$11,047,869 ▼-3.2%1,414,4691.9%Retail/WholesaleNEUNewMarket$325,610,966$6,588,951 ▼-2.0%574,8271.9%Basic MaterialsCCICrown Castle$316,259,212$2,358,725 ▲0.8%3,034,2441.8%FinanceJNJJohnson & Johnson$308,136,975$2,479,142 ▲0.8%1,858,0381.8%MedicalSBUXStarbucks$287,868,498$4,547,061 ▼-1.6%2,934,7381.6%Retail/WholesaleCVXChevron$276,163,690$4,914,981 ▼-1.7%1,650,8081.6%EnergyMSFTMicrosoft$272,653,025$9,596,837 ▼-3.4%726,3201.6%Computer and TechnologyPOSTPost$263,497,017$8,792,977 ▼-3.2%2,264,4981.5%Consumer StaplesMOAltria Group$247,814,440$6,775,238 ▼-2.7%4,128,8641.4%Consumer StaplesPAYXPaychex$245,230,914$9,009,641 ▼-3.5%1,589,5191.4%Business ServicesTE CONNECTIVITY PLC$240,568,023$424,384 ▼-0.2%1,702,2931.4%ORD SHSCHDNChurchill Downs$239,775,270$8,280,047 ▼-3.3%2,158,7761.4%Consumer DiscretionaryALSNAllison Transmission$234,573,760$9,930,451 ▼-4.1%2,451,9051.3%Auto/Tires/TrucksTPXTempur Sealy International$226,333,508$32,045,917 ▼-12.4%3,779,7851.3%Retail/WholesaleCSCOCisco Systems$225,626,366$8,526,285 ▼-3.6%3,656,2371.3%Computer and TechnologyOTISOtis Worldwide$222,194,467$9,341,355 ▼-4.0%2,153,0471.3%ConstructionWATWaters$220,164,506$7,011,306 ▼-3.1%597,3481.3%MedicalDDominion Energy$212,687,726$5,836,886 ▲2.8%3,793,2541.2%UtilitiesNOCNorthrop Grumman$210,074,309$6,636,680 ▼-3.1%410,2931.2%AerospaceFASTFastenal$210,040,900$7,373,764 ▼-3.4%2,708,4581.2%Retail/WholesaleGLWCorning$208,460,408$183,829,991 ▲746.4%4,553,5261.2%Computer and TechnologyLIILennox International$207,385,291$8,733,801 ▼-4.0%369,7831.2%ConstructionMCMoelis & Company$206,781,731$7,331,241 ▼-3.4%3,543,2101.2%FinanceMTBM&T Bank$203,521,712$8,615,571 ▼-4.1%1,138,5831.2%FinanceCPRTCopart$199,423,982$8,413,630 ▼-4.0%3,524,0151.1%Business ServicesSTESTERIS$195,957,587$8,126,992 ▼-4.0%864,5821.1%MedicalODFLOld Dominion Freight Line$194,701,413$16,207,318 ▲9.1%1,176,7991.1%TransportationALLYAlly Financial$184,020,168$184,020,168 ▲New Holding5,045,7961.0%FinanceVMCVulcan Materials$175,886,113$7,442,740 ▼-4.1%753,9051.0%ConstructionBRKRBruker$172,760,575$2,274,204 ▼-1.3%4,138,9691.0%Computer and TechnologyUNFUniFirst$170,539,148$21,402 ▲0.0%980,1101.0%IndustrialsCBRECBRE Group$167,097,903$64,174,937 ▼-27.7%1,277,7021.0%FinancePOOLPool$163,825,359$6,943,209 ▼-4.1%514,6080.9%Consumer DiscretionaryKEYSKeysight Technologies$160,269,141$6,787,725 ▼-4.1%1,070,1020.9%Computer and TechnologyATRAptarGroup$157,726,014$6,639,412 ▼-4.0%1,062,9870.9%IndustrialsBALLBall$152,320,171$6,722,081 ▼-4.2%2,925,2960.9%IndustrialsGOOGAlphabet$150,807,725$1,226,405 ▼-0.8%965,2930.9%Computer and TechnologyDLTRDollar Tree$141,220,090$6,468,856 ▼-4.4%1,881,1790.8%Retail/WholesaleAPHAmphenol$139,642,543$68,903,930 ▼-33.0%2,129,0220.8%Computer and TechnologyLWLamb Weston$134,659,637$8,483,815 ▼-5.9%2,526,4470.8%Consumer StaplesUPSUnited Parcel Service$133,511,185$1,741,032 ▼-1.3%1,213,8480.8%TransportationWTMWhite Mountains Insurance Group$133,184,648$211,838 ▼-0.2%69,1580.8%FinanceDEODiageo$112,875,261$4,807,031 ▼-4.1%1,077,1570.6%Consumer StaplesCMCSAComcast$112,163,167$1,097,185 ▼-1.0%3,039,6520.6%Consumer DiscretionarySWKSSkyworks Solutions$111,030,827$4,820,040 ▼-4.2%1,717,9460.6%Computer and TechnologyVVisa$108,262,701$1,026,497 ▼-0.9%308,9160.6%Business ServicesMUSAMurphy USA$96,786,425$68,122 ▲0.1%206,0120.6%Retail/WholesaleMLMMartin Marietta Materials$89,277,919$1,102,090 ▼-1.2%186,7230.5%ConstructionFIFiserv$87,056,928$803,380 ▼-0.9%394,2260.5%Business ServicesTHGThe Hanover Insurance Group$81,645,542$49,576 ▼-0.1%469,3620.5%FinanceRSGRepublic Services$81,267,201$1,065,746 ▼-1.3%335,5930.5%Business ServicesLANCLancaster Colony$79,316,518$480,200 ▲0.6%453,2370.5%Consumer StaplesORLYO'Reilly Automotive$76,552,777$643,228 ▼-0.8%53,4370.4%Retail/WholesaleCWSTCasella Waste Systems$72,720,490$4,683 ▲0.0%652,1430.4%Business ServicesCBChubb$71,563,778$848,290 ▼-1.2%236,9740.4%FinanceQLYSQualys$58,932,036$462,289 ▲0.8%467,9750.3%Computer and TechnologyFDXFedEx$54,636,705$653,087 ▼-1.2%224,1230.3%TransportationCACCCredit Acceptance$53,246,222$289,157 ▲0.5%103,1200.3%FinanceCHDChurch & Dwight$52,782,210$508,506 ▼-1.0%479,4460.3%Consumer StaplesFRFirst Industrial Realty Trust$52,697,947$133,875 ▲0.3%976,6110.3%FinanceACIWACI Worldwide$49,880,820$64,284 ▼-0.1%911,7310.3%Computer and TechnologyJKHYJack Henry & Associates$48,293,423$124,350 ▲0.3%264,4770.3%Computer and TechnologyBF.BBrown-Forman$47,487,226$2,060,226 ▼-4.2%1,399,1520.3%Consumer StaplesBRBroadridge Financial Solutions$46,462,258$14,005,184 ▼-23.2%191,6290.3%Business ServicesAXTAAxalta Coating Systems$45,452,670$125,681 ▲0.3%1,370,2950.3%Basic MaterialsDECKDeckers Outdoor$38,332,258$347,505 ▼-0.9%342,8340.2%Retail/WholesaleLSTRLandstar System$37,170,841$28,087 ▼-0.1%247,4760.2%TransportationZBRAZebra Technologies$36,638,903$407,168 ▼-1.1%129,6680.2%IndustrialsEPRTEssential Properties Realty Trust$36,043,447$38,809 ▼-0.1%1,104,2720.2%FinanceMATXMatson$35,031,075$67,417 ▼-0.2%273,3170.2%TransportationGOLFAcushnet$31,528,629$82,804 ▼-0.3%459,1990.2%Consumer DiscretionaryTTCToro$30,814,894$689,307 ▲2.3%423,5720.2%Consumer DiscretionaryVNTVontier$30,586,418$63,236 ▼-0.2%931,0930.2%Business ServicesESIElement Solutions$30,322,544$3,827,489 ▲14.4%1,341,1120.2%Basic MaterialsAUBAtlantic Union Bankshares$28,581,749$166,225 ▼-0.6%917,8470.2%FinanceCCCSCCC Intelligent Solutions$28,388,806$1,828,512 ▼-6.1%3,143,8320.2%Computer and TechnologyGTESGates Industrial$28,275,638$7,990 ▼0.0%1,535,8850.2%IndustrialsATKRAtkore$27,439,811$27,439,811 ▲New Holding457,4060.2%IndustrialsGHCGraham$26,129,379$38,434 ▼-0.1%27,1940.1%Consumer DiscretionaryCTSCTS$25,180,349$85,718 ▼-0.3%606,0250.1%Computer and TechnologyRVLVRevolve Group$24,680,887$61,139 ▼-0.2%1,148,4820.1%Consumer DiscretionaryTREXTrex$24,568,402$82,153 ▼-0.3%422,8640.1%ConstructionSAIASaia$24,285,529$24,285,529 ▲New Holding69,5000.1%TransportationREYNReynolds Consumer Products$23,711,551$713,868 ▼-2.9%993,7780.1%Consumer DiscretionaryMTNVail Resorts$23,651,428$886,831 ▲3.9%147,8030.1%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$20,372,384$3,722,206 ▼-15.4%349,1410.1%ETFShowing largest 100 holdings. 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