StockDriftsStockDriftsTop 50 London CO Of Virginia Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | 4.69% | 3.22M | $822.5M | -15.16%(-575.52K) | $45.80(+270.45%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.63% | 2.20M | $636.4M | -3.11%(-70.68K) | $42.42(+619.91%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.03% | 1.06M | $531.7M | -1.82%(-19.72K) | $181.16(+176.74%) | 2026-06-30 | |
| NSC | NORFOLK SOUTHN CORP | 2.97% | 1.65M | $520.0M | -2.78%(-47.31K) | $127.67(+167.86%) | 2026-06-30 | |
| D | DOMINION ENERGY INC | 2.66% | 6.83M | $466.7M | -1.58%(-109.40K) | $64.74(+6.22%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 2.63% | 1.55M | $461.7M | -11.30%(-197.25K) | $85.30(+232.49%) | 2026-06-30 | |
| ENTG | ENTEGRIS INC | 2.55% | 2.49M | $447.8M | -15.73%(-464.84K) | $61.58(+149.53%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.24% | 1.55M | $393.6M | -3.40%(-54.54K) | $139.97(+86.08%) | 2026-06-30 | |
| NEU | NEWMARKET CORP | 2.2% | 488.5K | $386.5M | +5.96%(+27.45K) | $305.72(+214.64%) | 2026-06-30 | |
| APD | AIR PRODUCTS AND CHEMICALS I | 2.14% | 1.28M | $375.6M | -2.70%(-35.59K) | $240.21(+24.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.60% | +42.75% | +6.19% | +35.00% |
| Top 20 Holdings Unweighted | +11.56% | +38.84% | +5.56% | +31.08% |
London CO Of Virginia reports $17.54B in US-listed equity holdings across 169 positions in its most recent 13F filing. Its largest disclosed positions are GLW (4.7%), AAPL (3.6%) and BRK.B (3.0%). The top 20 holdings account for 48.15% of reported assets. Its disclosed equity book has returned +42.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from London CO Of Virginia’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1259887). View London CO Of Virginia’s 13F filings on SEC