account_balance
Investment manager · 13F filer · SEC CIK 1259887
London Co of Virginia
Reported value$17.5Bas of Jun 30, 2026
Positions169 7 new, 5 sold out
Top 10 weight28.8%GLW alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GLWCorning Inc
4.7%Trimmed −15%
AAPLApple Inc
3.6%Trimmed −3%
BRK-BBerkshire Hathaway Inc
3.0%
NSCNorfolk Southn Corp
3.0%Trimmed −3%
DDominion Energy Inc
2.7%
TXNTexas Instrs Inc
2.6%Trimmed −11%
ENTGEntegris Inc
2.6%Trimmed −16%
JNJJohnson & Johnson
2.2%Trimmed −3%
NEUNewmarket Corp
2.2%Added +6%
APDAir Products and Chemicals I
2.1%Trimmed −3%
BLKBlackRock Inc
2.1%Trimmed −3%
CSCOCisco Sys Inc
2.1%Trimmed −3%
GLWCorning Inc
4.7%Trimmed −15%
AAPLApple Inc
3.6%Trimmed −3%
BRK-B3.0%NSC3.0%D2.7%TXN2.6%ENTG2.6%JNJ2.2%NEU2.2%APD2.1%BLK2.1%CSCO2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GLW Corning Inc 4.7% Trimmed −15%AAPL Apple Inc 3.6% Trimmed −3%BRK-B Berkshire Hathaway Inc 3.0% HeldNSC Norfolk Southn Corp 3.0% Trimmed −3%D Dominion Energy Inc 2.7% HeldTXN Texas Instrs Inc 2.6% Trimmed −11%ENTG Entegris Inc 2.6% Trimmed −16%JNJ Johnson & Johnson 2.2% Trimmed −3%NEU Newmarket Corp 2.2% Added +6%APD Air Products and Chemicals I 2.1% Trimmed −3%BLK BlackRock Inc 2.1% Trimmed −3%CSCO Cisco Sys Inc 2.1% Trimmed −3%
What changed