London Co Of Virginia Top Holdings and 13F Report (2025) About London Co Of VirginiaInvestment ActivityLondon Co Of Virginia has $17.67 billion in total holdings as of June 30, 2025.London Co Of Virginia owns shares of 174 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 4.83% of the portfolio was purchased this quarter.About 6.11% of the portfolio was sold this quarter.This quarter, London Co Of Virginia has purchased 175 new stocks and bought additional shares in 35 stocks.London Co Of Virginia sold shares of 103 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $522,717,251Berkshire Hathaway $510,386,470Progressive $474,618,099Norfolk Southern $472,253,642Fidelity National Information Services $466,184,216 Largest New Holdings this Quarter 458334109 - Interparfums $27,646,872 Holding29452E101 - Equitable $1,633,688 Holding88160R101 - Tesla $403,111 Holding Largest Purchases this Quarter Chubb 500,116 shares (about $144.90M)Fastenal 2,559,869 shares (about $107.51M)Dollar Tree 958,925 shares (about $94.97M)Churchill Downs 835,294 shares (about $84.36M)Corning 1,425,766 shares (about $74.98M) Largest Sales this Quarter United Parcel Service 1,206,915 shares (about $121.84M)Comcast 3,032,059 shares (about $108.22M)Philip Morris International 468,265 shares (about $85.29M)Berkshire Hathaway 174,853 shares (about $84.94M)Armstrong World Industries 418,100 shares (about $67.92M) 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$522,717,251$11,108,827 ▼-2.1%2,547,7043.0%Computer and TechnologyBRK.BBerkshire Hathaway$510,386,470$84,940,860 ▼-14.3%1,050,6442.9%FinancePGRProgressive$474,618,099$11,715,035 ▼-2.4%1,778,5062.7%FinanceNSCNorfolk Southern$472,253,642$64,007,584 ▲15.7%1,844,9282.7%TransportationFISFidelity National Information Services$466,184,216$14,094,164 ▼-2.9%5,726,3522.6%Business ServicesBLACKROCK INC$465,076,489$10,544,284 ▼-2.2%443,2312.6%COMAPDAir Products and Chemicals$430,010,307$9,946,752 ▼-2.3%1,524,5062.4%Basic MaterialsTXNTexas Instruments$408,852,402$10,277,295 ▼-2.5%1,969,2142.3%Computer and TechnologyPMPhilip Morris International$405,939,838$85,286,009 ▼-17.4%2,228,8232.3%Consumer StaplesSCHWCharles Schwab$394,437,796$9,609,708 ▼-2.4%4,323,0632.2%FinanceNEUNewMarket$382,388,064$14,748,925 ▼-3.7%553,4792.2%Basic MaterialsAWIArmstrong World Industries$373,767,565$67,916,568 ▼-15.4%2,300,9442.1%ConstructionAERAercap$371,378,760$28,447,474 ▼-7.1%3,174,1672.1%TransportationMSFTMicrosoft$353,395,564$7,894,643 ▼-2.2%710,4492.0%Computer and TechnologyCINFCincinnati Financial$328,911,595$10,949,170 ▼-3.2%2,208,6211.9%FinanceGLWCorning$314,451,818$74,981,237 ▲31.3%5,979,2921.8%Computer and TechnologyLOWLowe's Companies$306,996,023$6,836,802 ▼-2.2%1,383,6551.7%Retail/WholesaleCHDNChurchill Downs$302,402,126$84,364,989 ▲38.7%2,994,0701.7%Consumer DiscretionaryCCICrown Castle$302,391,872$9,318,931 ▼-3.0%2,943,5321.7%FinanceCVXChevron$301,652,876$65,270,580 ▲27.6%2,106,6341.7%EnergyENTGEntegris$296,385,498$10,897,941 ▼-3.5%3,674,9501.7%Computer and TechnologyTE CONNECTIVITY PLC$282,367,963$4,762,647 ▼-1.7%1,674,0571.6%ORD SHSDLTRDollar Tree$281,284,313$94,972,071 ▲51.0%2,840,1041.6%Retail/WholesaleDDominion Energy$280,662,240$66,266,812 ▲30.9%4,965,6991.6%UtilitiesJNJJohnson & Johnson$276,511,499$7,306,875 ▼-2.6%1,810,2031.6%MedicalTPXTempur Sealy International$269,286,215$12,071,215 ▲4.7%3,957,1721.5%Retail/WholesaleSBUXStarbucks$261,806,804$7,105,226 ▼-2.6%2,857,1961.5%Retail/WholesaleCSCOCisco Systems$246,734,028$6,936,710 ▼-2.7%3,556,2561.4%Computer and TechnologyMOAltria Group$236,185,662$5,890,579 ▼-2.4%4,028,3941.3%Consumer StaplesPAYXPaychex$224,921,571$6,292,826 ▼-2.7%1,546,2581.3%Computer and TechnologyALSNAllison Transmission$223,281,045$9,625,730 ▼-4.1%2,350,5711.3%Auto/Tires/TrucksFASTFastenal$221,270,675$107,514,955 ▲94.5%5,268,3271.3%Retail/WholesaleCBChubb$213,558,901$144,899,840 ▲211.0%737,0901.2%FinanceMCMoelis & Company$212,947,679$7,865,545 ▼-3.6%3,416,9981.2%FinanceMTBM&T Bank$211,779,079$9,095,651 ▼-4.1%1,091,6961.2%FinanceOTISOtis Worldwide$204,835,533$8,359,581 ▼-3.9%2,068,6241.2%IndustrialsWATWaters$202,599,603$5,903,087 ▼-2.8%580,4361.1%MedicalLIILennox International$202,371,984$9,605,342 ▼-4.5%353,0271.1%ConstructionAPHAmphenol$201,826,242$8,415,097 ▼-4.0%2,043,8061.1%Computer and TechnologyPOSTPost$200,968,991$45,930,551 ▼-18.6%1,843,2351.1%Consumer StaplesNOCNorthrop Grumman$199,688,545$5,466,220 ▼-2.7%399,3611.1%AerospaceSTESTERIS$199,067,828$8,622,975 ▼-4.2%828,6861.1%MedicalVMCVulcan Materials$188,601,219$8,033,569 ▼-4.1%723,1041.1%ConstructionALLYAlly Financial$188,134,552$8,399,340 ▼-4.3%4,830,1521.1%FinanceODFLOld Dominion Freight Line$185,910,865$5,084,393 ▼-2.7%1,145,4721.1%TransportationUNFUnifirst$178,261,485$6,217,564 ▼-3.4%947,0771.0%IndustrialsCBRECBRE Group$171,920,124$7,112,241 ▼-4.0%1,226,9441.0%FinanceGOOGAlphabet$169,149,525$2,083,800 ▼-1.2%953,5461.0%Computer and TechnologyKEYSKeysight Technologies$168,288,317$7,059,451 ▼-4.0%1,027,0201.0%Computer and TechnologyBRKRBruker$165,781,495$4,744,439 ▼-2.8%4,023,8130.9%Computer and TechnologyCPRTCopart$165,565,123$7,358,497 ▼-4.3%3,374,0560.9%Business ServicesATRAptarGroup$159,759,686$6,524,098 ▼-3.9%1,021,2810.9%IndustrialsBALLBall$157,633,112$6,446,995 ▼-3.9%2,810,3560.9%IndustrialsPOOLPool$143,688,611$6,310,595 ▼-4.2%492,9580.8%Consumer DiscretionaryLWLamb Weston$129,125,341$1,871,482 ▼-1.4%2,490,3530.7%Consumer StaplesWTMWhite Mountains Insurance Group$123,509,005$696,837 ▼-0.6%68,7700.7%FinanceVVisa$108,330,726$1,349,900 ▼-1.2%305,1140.6%Business ServicesDEODiageo$106,868,992$1,753,847 ▼-1.6%1,059,7650.6%Consumer StaplesMLMMartin Marietta Materials$101,576,417$927,195 ▼-0.9%185,0340.6%ConstructionMUSAMurphy USA$83,322,418$487,370 ▼-0.6%204,8140.5%Retail/WholesaleRSGRepublic Services$81,678,712$1,081,878 ▼-1.3%331,2060.5%Business ServicesTHGThe Hanover Insurance Group$79,284,272$447,786 ▼-0.6%466,7260.4%FinanceLANCASTER COLONY CORP$77,807,982$499,315 ▼-0.6%450,3470.4%COMCWSTCasella Waste Systems$74,940,324$305,069 ▼-0.4%649,4990.4%Business ServicesORLYO'Reilly Automotive$71,636,676$66,820,399 ▲1,387.4%794,8150.4%Retail/WholesaleQLYSQualys$67,147,138$286,032 ▲0.4%469,9770.4%Computer and TechnologyFIFiserv$66,735,428$1,233,076 ▼-1.8%387,0740.4%Business ServicesZBRAZebra Technologies$58,226,458$18,240,501 ▲45.6%188,8190.3%IndustrialsCACCCredit Acceptance$52,384,644$151,311 ▼-0.3%102,8230.3%FinanceFDXFedEx$50,008,427$936,972 ▼-1.8%220,0010.3%TransportationJKHYJack Henry & Associates$47,401,496$250,261 ▼-0.5%263,0880.3%Computer and TechnologyFRFirst Industrial Realty Trust$46,596,553$408,097 ▼-0.9%968,1320.3%FinanceCHDChurch & Dwight$45,389,870$689,685 ▼-1.5%472,2700.3%Consumer StaplesACIWACI Worldwide$41,652,856$204,805 ▼-0.5%907,2700.2%Computer and TechnologyAXTAAxalta Coating Systems$40,313,248$370,918 ▼-0.9%1,357,8020.2%Basic MaterialsBF.BBrown-Forman$35,841,811$1,809,460 ▼-4.8%1,331,9110.2%Consumer StaplesDECKDeckers Outdoor$35,514,677$178,108 ▲0.5%344,5620.2%Retail/WholesaleGTESGates Industrial$35,244,063$127,402 ▼-0.4%1,530,3530.2%IndustrialsEPRTEssential Properties Realty Trust$35,119,791$117,589 ▼-0.3%1,100,5870.2%FinanceLSTRLandstar System$34,522,782$118,169 ▲0.3%248,3260.2%TransportationVNTVontier$34,154,139$203,283 ▼-0.6%925,5840.2%Business ServicesGOLFAcushnet$33,281,657$157,365 ▼-0.5%457,0380.2%Consumer DiscretionaryATKRAtkore$32,023,086$247,138 ▼-0.8%453,9030.2%IndustrialsCCCSCCC Intelligent Solutions$31,684,958$2,101,489 ▲7.1%3,367,1570.2%Computer and TechnologyTTCToro$31,407,056$1,468,608 ▲4.9%444,3500.2%Consumer DiscretionaryMATXMatson$30,301,841$132,397 ▼-0.4%272,1280.2%TransportationESIElement Solutions$29,112,832$1,263,443 ▼-4.2%1,285,3310.2%Basic MaterialsAUBAtlantic Union Bankshares$28,673,620$36,692 ▼-0.1%916,6740.2%FinanceSAIASaia$28,563,844$9,520,368 ▲50.0%104,2450.2%TransportationIPARInterparfums$27,646,872$27,646,872 ▲New Holding210,5420.2%Consumer DiscretionaryCTSCTS$25,613,074$209,770 ▼-0.8%601,1020.1%Computer and TechnologyGHCGraham$25,593,068$140,049 ▼-0.5%27,0460.1%Consumer DiscretionaryBRBroadridge Financial Solutions$25,439,551$21,134,976 ▼-45.4%104,6700.1%Computer and TechnologyNVDANVIDIA$25,152,0080.0%159,2000.1%Computer and TechnologyMTNVail Resorts$23,834,607$609,222 ▲2.6%151,6800.1%Consumer DiscretionaryTREXTrex$23,158,632$162,925 ▲0.7%425,8600.1%ConstructionRVLVRevolve Group$22,973,150$53,955 ▼-0.2%1,145,7910.1%Consumer DiscretionaryPLUSePlus$21,746,743$868,817 ▲4.2%301,6150.1%Computer and TechnologyPSMTPriceSmart$21,664,429$125,630 ▼-0.6%206,2460.1%Retail/WholesaleHAEHaemonetics$21,377,146$797,964 ▲3.9%286,5150.1%MedicalShowing largest 100 holdings. 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