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CIK: 0001259887
Total reported value
$17.5B
$17.5B
175 檔
15.1%
The Q1 2025 SEC filing reveals that London Co Of Virginia held a total portfolio value of $17.5B, covering 175 public equity positions.
In Q1 2025, London Co Of Virginia displayed an active expansion posture, initiating 175 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AAPL, PGR) accounted for 15.1% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.72% | -0.17% | -2.70% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.29% | +0.08% | -2.78% | |
| 3 | PGR | Progressive CORP | Stock-Financials | 2.94% | -0.02% | -2.73% | |
| 4 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.62% | -0.22% | -2.68% | |
| 5 | FIS | Fidelity National Info Serv | Stock-Tech | 2.51% | -0.18% | -3.40% | |
| 6 | BLK | Blackrock Inc | Stock-Financials | 2.44% | -0.24% | -7.59% | |
| 7 | PM | Philip Morris International | Stock-Consumer Staples | 2.44% | -0.05% | -3.23% | |
| 8 | AWI | Armstrong World Industries | Stock-Industrials | 2.18% | -0.25% | -2.85% | |
| 9 | NSC | Norfolk Southern CORP | Stock-Industrials | 2.15% | -0.04% | -2.40% | |
| 10 | TXN | Texas Instruments Inc | Stock-Tech | 2.07% | +0.54% | -2.93% | |
| 11 | AER | AerCap Holdings N.V. | Stock-Industrials | 1.99% | -0.14% | -3.01% | |
| 12 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.98% | -0.25% | -2.91% | |
| 13 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.92% | +0.09% | -3.73% | |
| 14 | ENTG | Entegris Inc | Stock-Tech | 1.90% | +0.42% | +25.92% | |
| 15 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.88% | -0.29% | -3.24% | |
| 16 | NEU | Newmarket CORP | Stock-Materials | 1.86% | +0.38% | -1.98% | |
| 17 | CCI | Crown Castle Inc | Stock-Real Estate | 1.80% | -0.11% | +0.75% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.76% | -0.18% | +0.81% | |
| 19 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.64% | +0.03% | -1.55% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.57% | -0.68% | -1.75% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | -0.14% | -3.40% | |
| 22 | POST | Post Holdings Inc | Stock-Consumer Staples | 1.50% | -0.20% | -3.23% | |
| 23 | MO | Altria Group Inc | Stock-Consumer Staples | 1.41% | -0.04% | -2.66% | |
| 24 | PAYX | Paychex Inc | Stock-Tech | 1.40% | -0.03% | -3.54% | |
| 25 | TEL | TE Connectivity plc | Stock-Tech | 1.37% | -0.70% | -0.18% | |
| 26 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 1.37% | -0.18% | -3.34% | |
| 27 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 1.34% | -0.20% | -4.06% | |
| 28 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 1.29% | +0.23% | -12.40% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 1.29% | +0.55% | -3.64% | |
| 30 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.27% | -0.53% | EXIT | |
| 31 | WAT | Waters CORP | Stock-Healthcare | 1.25% | +0.08% | -3.09% | |
| 32 | D | Dominion Energy Inc | Stock-Utilities | 1.21% | +0.02% | +2.82% | |
| 33 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.20% | -0.50% | -3.06% | |
| 34 | FAST | Fastenal Co | Stock-Industrials | 1.20% | -0.10% | -3.39% | |
| 35 | GLW | Corning Inc | Stock-Tech | 1.19% | +1.51% | +746.35% | |
| 36 | LII | Lennox International Inc | Stock-Industrials | 1.18% | +0.08% | -4.04% | |
| 37 | MC | Moelis & Co - Class A | Stock-Financials | 1.18% | +0.02% | -3.42% | |
| 38 | MTB | M & T Bank CORP | Stock-Financials | 1.16% | +0.03% | -4.06% | |
| 39 | CPRT | Copart Inc | Stock-Industrials | 1.14% | -0.14% | -4.05% | |
| 40 | STE | STERIS plc | Stock-Healthcare | 1.12% | -0.14% | -3.98% | |
| 41 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.11% | -0.01% | +9.08% | |
| 42 | ALLY | Ally Financial Inc | Stock-Financials | 1.05% | +0.04% | — | |
| 43 | VMC | Vulcan Materials Co | Stock-Materials | 1.00% | -0.04% | -4.06% | |
| 44 | BRKR | Bruker CORP | Stock-Healthcare | 0.98% | +0.27% | -1.30% | |
| 45 | UNF | Unifirst Corp/ma | Stock-Other | 0.97% | -0.08% | +0.01% | |
| 46 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.95% | -0.10% | -27.75% | |
| 47 | POOL | Pool CORP | Stock-Industrials | 0.93% | -0.03% | -4.07% | |
| 48 | KEYS | Keysight Technologies In | Stock-Tech | 0.91% | -0.21% | -4.06% | |
| 49 | ATR | Aptargroup Inc | Stock-Healthcare | 0.90% | -0.07% | -4.04% | |
| 50 | BALL | Ball CORP | Stock-Consumer Disc | 0.87% | -0.05% | -4.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | PGR | Progressive CORP | — | NEW | New buy |
| 4 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 5 | FIS | Fidelity National Info Serv | — | NEW | New buy |
| 6 | BLK | Blackrock Inc | — | NEW | New buy |
| 7 | PM | Philip Morris International | — | NEW | New buy |
| 8 | AWI | Armstrong World Industries | — | NEW | New buy |
| 9 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 10 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 11 | AER | AerCap Holdings N.V. | — | NEW | New buy |
| 12 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 13 | CINF | Cincinnati Financial CORP | — | NEW | New buy |
| 14 | ENTG | Entegris Inc | — | NEW | New buy |
| 15 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 16 | NEU | Newmarket CORP | — | NEW | New buy |
| 17 | CCI | Crown Castle Inc | — | NEW | New buy |
| 18 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 19 | SBUX | Starbucks CORP | — | NEW | New buy |
| 20 | CVX | Chevron CORP | — | NEW | New buy |
| 21 | MSFT | Microsoft CORP | — | NEW | New buy |
| 22 | POST | Post Holdings Inc | — | NEW | New buy |
| 23 | MO | Altria Group Inc | — | NEW | New buy |
| 24 | PAYX | Paychex Inc | — | NEW | New buy |
| 25 | TEL | TE Connectivity plc | — | NEW | New buy |
| 26 | CHDN | Churchill Downs Inc | — | NEW | New buy |
| 27 | ALSN | Allison Transmission Holding | — | NEW | New buy |
| 28 | SGI | Somnigroup International Inc | — | NEW | New buy |
| 29 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 30 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 31 | WAT | Waters CORP | — | NEW | New buy |
| 32 | D | Dominion Energy Inc | — | NEW | New buy |
| 33 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 34 | FAST | Fastenal Co | — | NEW | New buy |
| 35 | GLW | Corning Inc | — | NEW | New buy |
| 36 | LII | Lennox International Inc | — | NEW | New buy |
| 37 | MC | Moelis & Co - Class A | — | NEW | New buy |
| 38 | MTB | M & T Bank CORP | — | NEW | New buy |
| 39 | CPRT | Copart Inc | — | NEW | New buy |
| 40 | STE | STERIS plc | — | NEW | New buy |
| 41 | ODFL | Old Dominion Freight Line | — | NEW | New buy |
| 42 | ALLY | Ally Financial Inc | — | NEW | New buy |
| 43 | VMC | Vulcan Materials Co | — | NEW | New buy |
| 44 | BRKR | Bruker CORP | — | NEW | New buy |
| 45 | UNF | Unifirst Corp/ma | — | NEW | New buy |
| 46 | CBRE | Cbre Group Inc - A | — | NEW | New buy |
| 47 | POOL | Pool CORP | — | NEW | New buy |
| 48 | KEYS | Keysight Technologies In | — | NEW | New buy |
| 49 | ATR | Aptargroup Inc | — | NEW | New buy |
| 50 | BALL | Ball CORP | — | NEW | New buy |
According to official SEC Form 13F filings, London Co Of Virginia reported a total U.S. public equity portfolio value of $17.5B across 175 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
BRK-B
市值: $652.7M
During Q1 2025, London Co Of Virginia's top holdings by market value included BRK-B (3.7%)、AAPL (3.3%)、PGR (2.9%). The largest single position, BRK-B, represented 3.7% of total portfolio value.
In Q1 2025, London Co Of Virginia made 175 total portfolio adjustments, initiating 175 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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