London Co Of Virginia Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, London Co Of Virginia disclosed 166 stock positions valued at approximately $17.54B as of quarter-end June 30, 2026. The largest holdings include CORNING INC, APPLE INC, and BERKSHIRE HATHAWAY INC DEL.
- Report Period
- June 30, 2026
- No. of Stocks
- 166
- Portfolio Value
- $17.54B
Holdings by Sector
London Co Of Virginia Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CORNING INC | GLW | Technology | 4.69% | 3,220,119 | -575,518 | -15.16% | $822,520,767 |
| APPLE INC | AAPL | Technology | 3.63% | 2,199,195 | -70,677 | -3.11% | $636,365,273 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 3.03% | 1,062,527 | -19,722 | -1.82% | $531,693,153 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 2.97% | 1,652,991 | -47,306 | -2.78% | $520,023,403 |
| DOMINION ENERGY INC | D | Utilities | 2.66% | 6,834,123 | -109,402 | -1.58% | $466,703,146 |
| TEXAS INSTRS INC | TXN | Technology | 2.63% | 1,549,011 | -197,248 | -11.30% | $461,721,177 |
| ENTEGRIS INC | ENTG | Technology | 2.55% | 2,490,787 | -464,844 | -15.73% | $447,793,062 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2.24% | 1,549,812 | -54,542 | -3.40% | $393,611,148 |
| NEWMARKET CORP | NEU | Basic Materials | 2.20% | 488,482 | +27,455 | +5.96% | $386,512,687 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 2.14% | 1,280,962 | -35,587 | -2.70% | $375,561,118 |
| BLACKROCK INC | BLK | Other | 2.10% | 383,099 | -12,492 | -3.16% | $368,394,217 |
| CISCO SYS INC | CSCO | Technology | 2.07% | 3,084,363 | -92,455 | -2.91% | $362,291,288 |
| AERCAP HOLDINGS NV | AER | Other | 2.01% | 2,423,092 | -120,976 | -4.76% | $353,253,340 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 2.01% | 1,951,756 | -68,405 | -3.39% | $353,096,192 |
| CUMMINS INC | CMI | Industrials | 2.00% | 492,548 | -16,286 | -3.20% | $351,311,754 |
| PROGRESSIVE CORP | PGR | Financial Services | 1.93% | 1,548,853 | -45,373 | -2.85% | $338,352,259 |
| CINCINNATI FINL CORP | CINF | Financial Services | 1.92% | 1,816,988 | -70,423 | -3.73% | $336,402,185 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.82% | 3,452,804 | -116,476 | -3.26% | $318,591,951 |
| REPUBLIC SVCS INC | RSG | Industrials | 1.82% | 1,494,982 | +1,134,096 | +314.25% | $318,557,056 |
| CHEVRON CORPORATION | CVX | Energy | 1.73% | 1,827,459 | -64,646 | -3.42% | $302,923,601 |
| SOMNIGROUP INTERNATIONAL INC | TPX | Consumer Cyclical | 1.68% | 3,764,607 | +586,750 | +18.46% | $295,107,974 |
| DOLLAR TREE INC | DLTR | Consumer Defensive | 1.52% | 2,203,154 | -97,051 | -4.22% | $266,471,916 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.51% | 1,199,624 | -40,083 | -3.23% | $264,509,895 |
| ARMSTRONG WORLD INDS INC NEW | AWI | Industrials | 1.50% | 1,644,407 | -78,960 | -4.58% | $263,775,639 |
| CHUBB LIMITED | CB | Financial Services | 1.44% | 739,329 | -23,288 | -3.05% | $251,928,940 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 1.42% | 3,464,036 | -128,238 | -3.57% | $249,238,654 |
| ALPHABET INC | GOOG | Communication Services | 1.37% | 681,915 | -65,502 | -8.76% | $240,941,027 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.35% | 569,127 | +44,981 | +8.58% | $236,557,968 |
| MICROSOFT CORP | MSFT | Technology | 1.32% | 619,232 | -19,748 | -3.09% | $230,993,748 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 1.28% | 2,192,437 | -75,624 | -3.33% | $224,047,323 |
Showing 30 of 166 holdings in the latest reporting period.