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CIK: 0001259887
Total reported value
$17.5B
$17.5B
171 檔
14.9%
During the Q2 2024 filing period, London Co Of Virginia (CIK: 0001259887) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $17.5B across 171 reported positions.
During Q2 2024, London Co Of Virginia's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.51% | +0.08% | -5.07% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.21% | -0.17% | -5.31% | |
| 3 | FIS | Fidelity National Info Serv | Stock-Tech | 2.78% | -0.18% | -2.48% | |
| 4 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.60% | -0.22% | +3.52% | |
| 5 | TXN | Texas Instruments Inc | Stock-Tech | 2.57% | +0.54% | -5.61% | |
| 6 | PGR | Progressive CORP | Stock-Financials | 2.45% | -0.02% | -5.96% | |
| 7 | BLKCHF | Blackrock Inc | Stock-Other | 2.43% | — | -5.42% | |
| 8 | ENTG | Entegris Inc | Stock-Tech | 2.25% | +0.42% | +1.02% | |
| 9 | NSC | Norfolk Southern CORP | Stock-Industrials | 2.19% | -0.04% | +0.22% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | -0.14% | -5.80% | |
| 11 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.13% | -0.25% | -5.51% | |
| 12 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.04% | -0.29% | -5.55% | |
| 13 | CCI | Crown Castle Inc | Stock-Real Estate | 1.83% | -0.11% | -2.81% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.82% | -0.18% | -5.12% | |
| 15 | PM | Philip Morris International | Stock-Consumer Staples | 1.80% | -0.05% | -4.51% | |
| 16 | AER | AerCap Holdings N.V. | Stock-Industrials | 1.79% | -0.14% | -1.16% | |
| 17 | AWI | Armstrong World Industries | Stock-Industrials | 1.74% | -0.25% | +0.95% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.74% | — | -4.72% | |
| 19 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 1.70% | -0.18% | +25.30% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.69% | -0.68% | -5.59% | |
| 21 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.69% | +0.09% | -3.07% | |
| 22 | NEU | Newmarket CORP | Stock-Materials | 1.69% | +0.38% | -13.38% | |
| 23 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.48% | +0.03% | -7.51% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.35% | +0.55% | -5.51% | |
| 25 | POST | Post Holdings Inc | Stock-Consumer Staples | 1.33% | -0.20% | +0.82% | |
| 26 | PAYX | Paychex Inc | Stock-Tech | 1.26% | -0.03% | -5.91% | |
| 27 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 1.25% | -0.39% | -0.47% | |
| 28 | MO | Altria Group Inc | Stock-Consumer Staples | 1.24% | -0.04% | -4.56% | |
| 29 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.20% | -0.53% | EXIT | |
| 30 | APH | Amphenol Corp-cl A | Stock-Tech | 1.19% | — | +102.44% | |
| 31 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.18% | -0.50% | -6.22% | |
| 32 | MC | Moelis & Co - Class A | Stock-Financials | 1.16% | +0.02% | +1.17% | |
| 33 | FAST | Fastenal Co | Stock-Industrials | 1.14% | -0.10% | -18.45% | |
| 34 | LII | Lennox International Inc | Stock-Industrials | 1.14% | +0.08% | +1.26% | |
| 35 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.12% | — | -6.60% | |
| 36 | CPRT | Copart Inc | Stock-Industrials | 1.10% | -0.14% | -11.90% | |
| 37 | STE | STERIS plc | Stock-Healthcare | 1.10% | -0.14% | +0.38% | |
| 38 | VMC | Vulcan Materials Co | Stock-Materials | 1.08% | -0.04% | -11.66% | |
| 39 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 1.07% | -0.20% | +1.25% | |
| 40 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.07% | -0.01% | -14.42% | |
| 41 | SWKS | Skyworks Solutions Inc | Stock-Tech | 1.06% | — | +1.27% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.05% | -3.90% | |
| 43 | KMX | Carmax Inc | Stock-Consumer Disc | 1.01% | — | -0.12% | |
| 44 | MTB | M & T Bank CORP | Stock-Financials | 0.99% | +0.03% | +1.28% | |
| 45 | WAT | Waters CORP | Stock-Healthcare | 0.98% | +0.08% | +0.95% | |
| 46 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.95% | — | -5.89% | |
| 47 | UNF | Unifirst Corp/ma | Stock-Other | 0.92% | -0.08% | -0.57% | |
| 48 | D | Dominion Energy Inc | Stock-Utilities | 0.92% | +0.02% | -4.59% | |
| 49 | POOL | Pool CORP | Stock-Industrials | 0.91% | -0.03% | +1.11% | |
| 50 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.87% | -0.10% | +1.26% |
According to official SEC Form 13F filings, London Co Of Virginia reported a total U.S. public equity portfolio value of $17.5B across 171 disclosed positions in Q2 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.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, BRK-B, FIS) accounted for 14.9% of total reported equity market value during Q2 2024.
During Q2 2024, London Co Of Virginia's top holdings by market value included AAPL (3.5%)、BRK-B (3.2%)、FIS (2.8%). The largest single position, AAPL, represented 3.5% of total portfolio value.
In Q2 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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