London Co Of Virginia Portfolio Stock Holdings
London Co Of Virginia disclosed 167 stock positions valued at approximately $16.2 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, BERKSHIRE HATHAWAY INC DEL, and CORNING INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 167
- Portfolio Value
- $16.2B
Holdings by Sector
London Co Of Virginia Portfolio Holdings in Q1 2026
163 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 3.55% | 2,269,872 | -145,948 | -6.04% | $576,076,552 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 3.20% | 1,082,249 | +85,863 | +8.62% | $518,628,525 |
| CORNING INC | GLW | Technology | 3.18% | 3,795,637 | -2,027,809 | -34.82% | $516,095,576 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 3.01% | 1,700,297 | -110,556 | -6.11% | $487,993,528 |
| DOMINION ENERGY INC | D | Utilities | 2.64% | 6,943,525 | +2,165,195 | +45.31% | $429,249,530 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2.42% | 1,604,354 | -113,839 | -6.63% | $392,173,353 |
| CHEVRON CORPORATION | CVX | Energy | 2.41% | 1,892,105 | -108,563 | -5.43% | $391,481,783 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 2.36% | 1,316,549 | -41,533 | -3.06% | $382,452,965 |
| BLACKROCK INC | BLK | Other | 2.34% | 395,591 | -26,298 | -6.23% | $380,463,477 |
| AERCAP HOLDINGS NV | AER | Other | 2.15% | 2,544,068 | -217,316 | -7.87% | $348,996,651 |
| ENTEGRIS INC | ENTG | Technology | 2.14% | 2,955,631 | -213,760 | -6.74% | $346,519,304 |
| TEXAS INSTRS INC | TXN | Technology | 2.09% | 1,746,259 | -107,766 | -5.81% | $339,022,904 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 2.07% | 3,569,280 | -536,713 | -13.07% | $335,442,574 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 2.06% | 2,020,161 | -137,849 | -6.39% | $334,017,197 |
| PROGRESSIVE CORP | PGR | Financial Services | 1.95% | 1,594,226 | -98,119 | -5.80% | $316,044,188 |
| TE CONNECTIVITY PLC | TEL | Other | 1.92% | 1,489,812 | -107,442 | -6.73% | $311,406,167 |
| CINCINNATI FINL CORP | CINF | Financial Services | 1.83% | 1,887,411 | -163,143 | -7.96% | $296,988,353 |
| NEWMARKET CORP | NEU | Basic Materials | 1.82% | 461,027 | -31,793 | -6.45% | $295,505,197 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.80% | 1,239,707 | -80,582 | -6.10% | $292,923,184 |
| ARMSTRONG WORLD INDS INC NEW | AWI | Industrials | 1.75% | 1,723,367 | -142,874 | -7.66% | $284,013,212 |
| CUMMINS INC | CMI | Industrials | 1.69% | 508,834 | -33,822 | -6.23% | $273,779,375 |
| DOLLAR TREE INC | DLTR | Consumer Defensive | 1.55% | 2,300,205 | -237,669 | -9.36% | $251,895,897 |
| CHUBB LTD SWITZ | CB | Financial Services | 1.53% | 762,617 | -40,220 | -5.01% | $248,569,574 |
| CISCO SYS INC | CSCO | Technology | 1.52% | 3,176,818 | -231,011 | -6.78% | $246,490,525 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 1.50% | 356,554 | -26,504 | -6.92% | $243,276,198 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 1.46% | 3,592,274 | -246,848 | -6.43% | $237,055,315 |
| MICROSOFT CORP | MSFT | Technology | 1.46% | 638,980 | -43,195 | -6.33% | $236,539,093 |
| KEYSIGHT TECHNOLOGIES INC | KEYS | Technology | 1.45% | 833,037 | -84,845 | -9.24% | $235,225,921 |
| SOMNIGROUP INTERNATIONAL INC | TPX | Consumer Cyclical | 1.45% | 3,177,857 | -294,955 | -8.49% | $234,907,951 |
| CHURCHILL DOWNS INC | CHDN | Consumer Cyclical | 1.44% | 2,593,821 | -26,902 | -1.03% | $233,003,726 |
| ALLISON TRANSMISSION HLDGS I | ALSN | Consumer Cyclical | 1.37% | 1,905,273 | -194,715 | -9.27% | $223,031,679 |
| FASTENAL CO | FAST | Industrials | 1.34% | 4,694,013 | -345,652 | -6.86% | $217,803,072 |
| ALPHABET INC | GOOG | Communication Services | 1.32% | 747,417 | -58,123 | -7.22% | $214,404,041 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 1.25% | 2,268,061 | -269,867 | -10.63% | $203,197,479 |
| UNIFIRST CORP MASS | UNF | Industrials | 1.20% | 775,264 | -60,106 | -7.20% | $195,052,337 |
| OLD DOMINION FREIGHT LINE IN | ODFL | Industrials | 1.16% | 964,653 | -65,921 | -6.40% | $188,494,121 |
| M & T BK CORP | MTB | Financial Services | 1.12% | 882,721 | -92,800 | -9.51% | $182,476,990 |
| MOELIS & CO | MC | Financial Services | 1.02% | 2,903,947 | -158,032 | -5.16% | $165,525,286 |
| COOPER COS INC | COO | Healthcare | 0.99% | 2,237,145 | +162,766 | +7.85% | $159,956,425 |
| VULCAN MATLS CO | VMC | Basic Materials | 0.98% | 584,971 | -61,595 | -9.53% | $159,288,963 |
| ALLY FINL INC | ALLY | Financial Services | 0.94% | 3,904,868 | -410,027 | -9.50% | $153,188,116 |
| STERIS PLC | G8473T100 | Other | 0.91% | 670,852 | -69,584 | -9.40% | $148,346,487 |
| RESTAURANT BRANDS INTL INC | QSR | Consumer Cyclical | 0.91% | 2,002,235 | +2,002,235 | +100.00% | $147,967,038 |
| POST HLDGS INC | POST | Consumer Defensive | 0.90% | 1,476,638 | -109,995 | -6.93% | $145,981,437 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.87% | 524,146 | -58,695 | -10.07% | $141,834,619 |
| CBRE GROUP INC | CBRE | Real Estate | 0.83% | 995,446 | -100,786 | -9.19% | $134,843,726 |
| BALL CORP | BALL | Consumer Cyclical | 0.83% | 2,277,942 | -227,754 | -9.09% | $134,649,390 |
| LENNOX INTL INC | LII | Industrials | 0.81% | 283,923 | -31,241 | -9.91% | $131,779,591 |
| DOMINOS PIZZA INC | DPZ | Consumer Cyclical | 0.80% | 360,242 | +360,242 | +100.00% | $129,252,891 |
| WHITE MTNS INS GROUP LTD | G9618E107 | Other | 0.77% | 57,131 | -1,566 | -2.67% | $125,537,405 |
| PAYCHEX INC | PAYX | Technology | 0.77% | 1,354,123 | -91,760 | -6.35% | $124,743,667 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 0.69% | 189,623 | +19,143 | +11.23% | $111,627,359 |
| WATERS CORP | WAT | Healthcare | 0.65% | 355,310 | -149,364 | -29.60% | $105,812,563 |
| APTARGROUP INC | ATR | Healthcare | 0.64% | 828,780 | -81,371 | -8.94% | $104,443,439 |
| FIDELITY NATL INFORMATION SV | FIS | Technology | 0.63% | 2,164,254 | -256,171 | -10.58% | $101,525,330 |
| CROWN CASTLE INC | CCI | Real Estate | 0.61% | 1,208,595 | -18,666 | -1.52% | $98,272,851 |
| BRUKER CORP | BRKR | Healthcare | 0.58% | 2,584,029 | -199,096 | -7.15% | $93,335,503 |
| COPART INC | CPRT | Industrials | 0.56% | 2,730,705 | -276,654 | -9.20% | $90,659,503 |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 0.53% | 1,121,660 | -724,183 | -39.23% | $86,457,855 |
| AVANTOR INC | AVTR | Healthcare | 0.52% | 10,852,257 | -1,084,265 | -9.08% | $85,081,702 |
| LAMB WESTON HLDGS INC | LW | Consumer Defensive | 0.51% | 1,969,879 | -108,912 | -5.24% | $83,247,483 |
| MURPHY USA INC | MUSA | Consumer Cyclical | 0.51% | 167,528 | -2,787 | -1.64% | $82,758,796 |
| VISA INC | V | Financial Services | 0.50% | 267,533 | -15,174 | -5.37% | $80,859,174 |
| POOL CORP | POOL | Industrials | 0.49% | 396,785 | -36,678 | -8.46% | $80,282,171 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.49% | 360,886 | -22,612 | -5.90% | $79,041,252 |
| ACI WORLDWIDE INC | ACIW | Technology | 0.42% | 1,680,581 | +278,744 | +19.88% | $68,920,899 |
| FEDEX CORP | FDX | Industrials | 0.42% | 191,097 | -12,255 | -6.03% | $68,064,929 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.41% | 724,846 | -30,868 | -4.08% | $66,910,534 |
| HANOVER INS GROUP INC | THG | Financial Services | 0.41% | 381,668 | -9,800 | -2.50% | $66,163,742 |
| CCC INTELLIGENT SOLUTIONS HL | CCCS | Technology | 0.32% | 8,741,590 | +3,007,687 | +52.45% | $52,449,538 |
| MARZETTI COMPANY | LANC | Consumer Defensive | 0.31% | 360,415 | -4,585 | -1.26% | $49,857,405 |
| FIRST INDL RLTY TR INC | FR | Real Estate | 0.30% | 839,637 | +19,603 | +2.39% | $48,573,428 |
| CASELLA WASTE SYS INC | CWST | Industrials | 0.26% | 532,707 | -14,337 | -2.62% | $42,265,710 |
| DECKERS OUTDOOR CORP | DECK | Consumer Cyclical | 0.26% | 417,824 | +30,510 | +7.88% | $41,820,647 |
| QUALYS INC | QLYS | Technology | 0.25% | 466,342 | +77,088 | +19.80% | $40,969,044 |
| MATSON INC | MATX | Industrials | 0.25% | 244,282 | -7,832 | -3.11% | $40,048,207 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 0.24% | 409,907 | -17,459 | -4.09% | $38,252,521 |
| ACUSHNET HLDGS CORP | GOLF | Consumer Cyclical | 0.23% | 407,979 | -14,908 | -3.53% | $38,138,075 |
| ELEMENT SOLUTIONS INC | ESI | Basic Materials | 0.22% | 1,050,175 | +44,203 | +4.39% | $35,853,122 |
| LANDSTAR SYS INC | LSTR | Industrials | 0.22% | 222,509 | -6,646 | -2.90% | $35,670,958 |
| CREDIT ACCEP CORP MICH | CACC | Financial Services | 0.21% | 79,720 | +383 | +0.48% | $33,761,466 |
| TORO CO | TTC | Industrials | 0.20% | 350,654 | +40,816 | +13.17% | $32,765,738 |
| HENRY JACK & ASSOC INC | JKHY | Technology | 0.20% | 204,641 | -3,795 | -1.82% | $32,342,431 |
| GATES INDL CORP PLC | GTES | Other | 0.19% | 1,367,486 | -44,351 | -3.14% | $30,918,892 |
| SAIA INC | SAIA | Industrials | 0.19% | 86,774 | +8,255 | +10.51% | $30,484,483 |
| ESSENTIAL PPTYS RLTY TR INC | EPRT | Real Estate | 0.18% | 983,262 | -31,228 | -3.08% | $29,851,884 |
| VONTIER CORPORATION | VNT | Technology | 0.18% | 826,573 | -20,610 | -2.43% | $29,318,593 |
| ATLANTIC UN BANKSHARES CORP | AUB | Financial Services | 0.18% | 820,010 | -27,396 | -3.23% | $29,307,207 |
| ZEBRA TECHNOLOGIES CORPORATI | ZBRA | Technology | 0.18% | 138,172 | -1,422 | -1.02% | $28,890,223 |
| PRICESMART INC | PSMT | Consumer Defensive | 0.17% | 183,149 | -6,868 | -3.61% | $27,564,390 |
| NVIDIA CORPORATION | NVDA | Technology | 0.17% | 157,076 | -2,124 | -1.33% | $27,394,054 |
| HAWKINS INC | HWKN | Basic Materials | 0.17% | 174,415 | +174,415 | +100.00% | $26,790,745 |
| CTS CORP | CTS | Technology | 0.16% | 536,460 | -18,165 | -3.28% | $25,621,454 |
| GRAHAM HLDGS CO | GHC | Consumer Defensive | 0.16% | 24,079 | -884 | -3.54% | $25,461,305 |
| ISHARES TR | IVV | Other | 0.15% | 36,908 | -4,791 | -11.49% | $24,116,695 |
| REVOLVE GROUP INC | RVLV | Consumer Cyclical | 0.14% | 1,024,590 | -37,247 | -3.51% | $23,166,009 |
| ATKORE INC | ATKR | Industrials | 0.14% | 377,623 | -34,106 | -8.28% | $22,245,906 |
| ELI LILLY & CO | LLY | Healthcare | 0.13% | 23,431 | -358 | -1.50% | $21,551,131 |
| EPLUS INC | PLUS | Technology | 0.13% | 270,005 | -7,516 | -2.71% | $20,318,152 |
| HAEMONETICS CORP MASS | HAE | Healthcare | 0.12% | 352,807 | +89,242 | +33.86% | $19,884,366 |