Institutional manager
LONDON CO OF VIRGINIA
Holds positions in 85 of the S&P 500, worth $11.5bn as reported for the quarter ended 31-mar-2026.
Positions held85of 488 index companies covered
Reported value$11.5bnS&P 500 positions only
Top ten weight38%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 85 held. The rest are smaller than every one of these.
Apple Inc.AAPL2.3m$576mInformation TechnologyBerkshire HathawayBRK.B1.1m$526mFinancialsCorning Inc.GLW3.8m$516mInformation TechnologyNorfolk SouthernNSC1.7m$488mIndustrialsDominion EnergyD6.9m$429mUtilitiesJohnson & JohnsonJNJ1.6m$392mHealth CareChevron CorporationCVX1.9m$391mEnergyAir ProductsAPD1.3m$382mMaterialsBlackRockBLK395,591$380mFinancialsTexas InstrumentsTXN1.7m$339mInformation TechnologyCharles Schwab CorporationSCHW3.6m$335mFinancialsPhilip Morris InternationalPM2.0m$334mConsumer StaplesProgressive CorporationPGR1.6m$316mFinancialsTE ConnectivityTEL1.5m$311mInformation TechnologyCincinnati FinancialCINF1.9m$297mFinancialsLowe'sLOW1.2m$293mConsumer DiscretionaryCumminsCMI508,834$274mIndustrialsDollar TreeDLTR2.3m$252mConsumer StaplesChubb LimitedCB762,617$249mFinancialsCiscoCSCO3.2m$246mInformation TechnologyNorthrop GrummanNOC356,554$243mIndustrialsAltriaMO3.6m$237mConsumer StaplesMicrosoftMSFT638,980$237mInformation TechnologyKeysight TechnologiesKEYS833,037$235mInformation TechnologyFastenalFAST4.7m$218mIndustrialsAlphabet Inc. (Class A)GOOGL747,417$214mCommunication ServicesStarbucksSBUX2.3m$203mConsumer DiscretionaryOld DominionODFL964,653$188mIndustrialsM&T BankMTB882,721$182mFinancialsCooper Companies (The)COO2.2m$160mHealth CareVulcan Materials CompanyVMC584,971$159mMaterialsSterisSTE670,852$148mHealth CareUnitedHealth GroupUNH524,146$142mHealth CareCBRE GroupCBRE995,446$135mReal EstateBall CorporationBALL2.3m$135mMaterialsLennox InternationalLII283,923$132mIndustrialsPaychexPAYX1.4m$125mIndustrialsMartin Marietta MaterialsMLM189,623$112mMaterialsWaters CorporationWAT355,310$106mHealth CareFidelity National Information ServicesFIS2.2m$102mFinancialsCrown CastleCCI1.2m$98mReal EstateCopartCPRT2.7m$91mIndustrialsOtis WorldwideOTIS1.1m$86mIndustrialsVisa Inc.V267,533$81mFinancialsRepublic ServicesRSG360,886$79mIndustrialsFedExFDX191,097$68mIndustrialsO'Reilly AutomotiveORLY724,846$67mConsumer DiscretionaryChurch & DwightCHD409,907$38mConsumer StaplesJack Henry & AssociatesJKHY204,641$32mFinancialsZebra TechnologiesZBRA138,172$29mInformation TechnologyNvidiaNVDA157,076$27mInformation TechnologyLilly (Eli)LLY23,431$22mHealth CareHome Depot (The)HD43,545$14mConsumer DiscretionaryNorwegian Cruise Line HoldingsNCLH706,163$13mConsumer DiscretionaryCoca-Cola Company (The)KO167,474$13mConsumer StaplesDeere & CompanyDE14,899$8mIndustrialsCRH plcCRH42,037$4mMaterialsCSX CorporationCSX105,837$4mIndustrialsWillis Towers WatsonWTW10,865$3mFinancialsBristol Myers SquibbBMY37,453$2mHealth Care
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.