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CIK: 0001259887
Total reported value
$17.5B
$17.5B
167 檔
14.9%
As reported in its official Q1 2024 Form 13F filing, London Co Of Virginia's tracked investment portfolio stood at $17.5B with 167 total positions.
During Q1 2024, London Co Of Virginia's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AAPL, FIS) accounted for 14.9% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.28% | -0.17% | -3.06% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.82% | +0.08% | -15.11% | |
| 3 | FIS | Fidelity National Info Serv | Stock-Tech | 2.63% | -0.18% | +1.78% | |
| 4 | BLKCHF | Blackrock Inc | Stock-Other | 2.55% | — | -3.26% | |
| 5 | NSC | Norfolk Southern CORP | Stock-Industrials | 2.44% | -0.04% | -2.63% | |
| 6 | PGR | Progressive CORP | Stock-Financials | 2.43% | -0.02% | -3.30% | |
| 7 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.34% | -0.29% | -3.04% | |
| 8 | TXN | Texas Instruments Inc | Stock-Tech | 2.28% | +0.54% | -2.70% | |
| 9 | NEU | Newmarket CORP | Stock-Materials | 2.25% | +0.38% | +1.58% | |
| 10 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.21% | -0.22% | +43.04% | |
| 11 | ENTG | Entegris Inc | Stock-Tech | 2.16% | +0.42% | +1.04% | |
| 12 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.07% | -0.25% | -2.81% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.00% | -0.14% | -18.02% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.95% | -0.18% | -2.81% | |
| 15 | CCI | Crown Castle Inc | Stock-Real Estate | 1.91% | -0.11% | +90.95% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.82% | — | -3.82% | |
| 17 | AWI | Armstrong World Industries | Stock-Industrials | 1.77% | -0.25% | +2.34% | |
| 18 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.76% | +0.03% | -3.09% | |
| 19 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.71% | +0.09% | -1.38% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.69% | -0.68% | -1.52% | |
| 21 | FAST | Fastenal Co | Stock-Industrials | 1.61% | -0.10% | -3.78% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 1.59% | -0.05% | -3.46% | |
| 23 | AER | AerCap Holdings N.V. | Stock-Industrials | 1.58% | -0.14% | -16.97% | |
| 24 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 1.49% | -0.39% | +1.30% | |
| 25 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.46% | -0.01% | +63.94% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 1.40% | +0.55% | -2.82% | |
| 27 | PAYX | Paychex Inc | Stock-Tech | 1.30% | -0.03% | -3.63% | |
| 28 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.30% | -0.50% | -3.71% | |
| 29 | POST | Post Holdings Inc | Stock-Consumer Staples | 1.26% | -0.20% | +1.03% | |
| 30 | VMC | Vulcan Materials Co | Stock-Materials | 1.26% | -0.04% | -19.68% | |
| 31 | CPRT | Copart Inc | Stock-Industrials | 1.25% | -0.14% | +0.87% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.22% | — | -2.58% | |
| 33 | MO | Altria Group Inc | Stock-Consumer Staples | 1.17% | -0.04% | -0.37% | |
| 34 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.14% | -0.53% | EXIT | |
| 35 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 1.13% | -0.18% | +0.89% | |
| 36 | KMX | Carmax Inc | Stock-Consumer Disc | 1.12% | — | +1.27% | |
| 37 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.11% | — | -2.22% | |
| 38 | POOL | Pool CORP | Stock-Industrials | 1.11% | -0.03% | +0.89% | |
| 39 | WAT | Waters CORP | Stock-Healthcare | 1.07% | +0.08% | +1.03% | |
| 40 | MC | Moelis & Co - Class A | Stock-Financials | 1.07% | +0.02% | +3.24% | |
| 41 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 1.06% | -0.20% | +1.22% | |
| 42 | STE | STERIS plc | Stock-Healthcare | 1.05% | -0.14% | +1.48% | |
| 43 | MLM | Martin Marietta Materials | Stock-Materials | 1.04% | -0.07% | -1.72% | |
| 44 | SWKS | Skyworks Solutions Inc | Stock-Tech | 1.00% | — | +1.27% | |
| 45 | LII | Lennox International Inc | Stock-Industrials | 0.96% | +0.08% | +0.87% | |
| 46 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 0.96% | -0.03% | +1.14% | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.94% | — | +1.21% | |
| 48 | D | Dominion Energy Inc | Stock-Utilities | 0.90% | +0.02% | +3.30% | |
| 49 | BRKR | Bruker CORP | Stock-Healthcare | 0.90% | +0.27% | +33101.17% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.89% | — | -2.79% |
According to official SEC Form 13F filings, London Co Of Virginia reported a total U.S. public equity portfolio value of $17.5B across 167 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, London Co Of Virginia's top holdings by market value included BRK-B (3.3%)、AAPL (2.8%)、FIS (2.6%). The largest single position, BRK-B, represented 3.3% of total portfolio value.
In Q1 2024, London Co Of Virginia made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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