London Co Of Virginia holds a diversified book of 167 stocks worth $16.2B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Restaurant Brands Intern and trimmed Apple Inc. Their largest long position is Apple Inc at 4% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1259887/holdings"
Use Arkolith to show LONDON CO OF VIRGINIA's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $576.1M | 2.27M | 3.5% | ▼−6.0% Reduced · −146K sh | |
| 2 | Berkshire Hathaway Inc Del CL B NEW | $518.6M | 1.08M | 3.2% | ▲+8.6% Added · +86K sh | |
| 3 | Corning Inc COM | $516.1M | 3.80M | 3.2% | ▼−35% Reduced · −2.0M sh | |
| 4 | Norfolk Southn Corp COM | $488.0M | 1.70M | 3.0% | ▼−6.1% Reduced · −111K sh | |
| 5 | Dominion Energy Inc COM | $429.2M | 6.94M | 2.6% | ▲+45% Added · +2.2M sh | |
| 6 | Johnson & Johnson COM | $392.2M | 1.60M | 2.4% | ▼−6.6% Reduced · −114K sh | |
| 7 | Chevron Corporation COM | $391.5M | 1.89M | 2.4% | ▼−5.4% Reduced · −109K sh | |
| 8 | Air Products And Chemicals I COM | $382.5M | 1.32M | 2.4% | ▼−3.0% Reduced · −42K sh | |
| 9 | BlackRock Inc COM | $380.5M | 395.6K | 2.3% | ▼−6.2% Reduced · −26K sh | |
| 10 | Aercap Holdings NV SHS | $349.0M | 2.54M | 2.2% | ▼−7.9% Reduced · −217K sh | |
| 11 | Entegris Inc COM | $346.5M | 2.96M | 2.1% | ▼−6.7% Reduced · −214K sh | |
| 12 | Texas Instrs Inc COM | $339.0M | 1.75M | 2.1% | ▼−5.8% Reduced · −108K sh | |
| 13 | Schwab Charles Corp COM | $335.4M | 3.57M | 2.1% | ▼−13% Reduced · −537K sh | |
| 14 | Philip Morris Intl Inc COM | $334.0M | 2.02M | 2.1% | ▼−6.4% Reduced · −138K sh | |
| 15 | Progressive Corp COM | $316.0M | 1.59M | 1.9% | ▼−5.8% Reduced · −98K sh | |
| 16 | Te Connectivity PLC ORD SHS | $311.4M | 1.49M | 1.9% | ▼−6.7% Reduced · −107K sh | |
| 17 | Cincinnati Finl Corp COM | $297.0M | 1.89M | 1.8% | ▼−8.0% Reduced · −163K sh | |
| 18 | Newmarket Corp COM | $295.5M | 461.0K | 1.8% | ▼−6.5% Reduced · −32K sh | |
| 19 | Lowes Cos Inc COM | $292.9M | 1.24M | 1.8% | ▼−6.1% Reduced · −81K sh | |
| 20 | Armstrong World Inds Inc New COM | $284.0M | 1.72M | 1.7% | ▼−7.7% Reduced · −143K sh | |
| 21 | Cummins Inc COM | $273.8M | 508.8K | 1.7% | ▼−6.2% Reduced · −34K sh | |
| 22 | Dollar Tree Inc COM | $251.9M | 2.30M | 1.6% | ▼−9.4% Reduced · −238K sh | |
| 23 | Chubb Ltd Switz COM | $248.6M | 762.6K | 1.5% | ▼−5.0% Reduced · −40K sh | |
| 24 | Cisco Sys Inc COM | $246.5M | 3.18M | 1.5% | ▼−6.8% Reduced · −231K sh | |
| 25 | Northrop Grumman Corp COM | $243.3M | 356.6K | 1.5% | ▼−6.9% Reduced · −27K sh | |
| 26 | Altria Group Inc COM | $237.1M | 3.59M | 1.5% | ▼−6.4% Reduced · −247K sh | |
| 27 | Microsoft Corp COM | $236.5M | 639.0K | 1.5% | ▼−6.3% Reduced · −43K sh | |
| 28 | Keysight Technologies Inc COM | $235.2M | 833.0K | 1.4% | ▼−9.2% Reduced · −85K sh | |
| 29 | Somnigroup International Inc COM | $234.9M | 3.18M | 1.4% | ▼−8.5% Reduced · −295K sh | |
| 30 | Churchill Downs Inc COM | $233.0M | 2.59M | 1.4% | ▼−1.0% Reduced · −27K sh | |
| 31 | Allison Transmission Hldgs I COM | $223.0M | 1.91M | 1.4% | ▼−9.3% Reduced · −195K sh | |
| 32 | Fastenal Co COM | $217.8M | 4.69M | 1.3% | ▼−6.8% Reduced · −346K sh | |
| 33 | Alphabet Inc CAP STK CL C | $214.4M | 747.4K | 1.3% | ▼−7.2% Reduced · −58K sh | |
| 34 | Starbucks Corp COM | $203.2M | 2.27M | 1.3% | ▼−11% Reduced · −270K sh | |
| 35 | Unifirst Corp Mass COM | $195.1M | 775.3K | 1.2% | ▼−7.2% Reduced · −60K sh | |
| 36 | Old Dominion Freight Line In COM | $188.5M | 964.7K | 1.2% | ▼−6.4% Reduced · −66K sh | |
| 37 | M & T BK Corp COM | $182.5M | 882.7K | 1.1% | ▼−9.5% Reduced · −93K sh | |
| 38 | Moelis & Co CL A | $165.5M | 2.90M | 1.0% | ▼−5.2% Reduced · −158K sh | |
| 39 | Cooper Cos Inc COM | $160.0M | 2.24M | 1.0% | ▲+7.8% Added · +163K sh | |
| 40 | Vulcan Matls Co COM | $159.3M | 585.0K | 1.0% | ▼−9.5% Reduced · −62K sh | |
| 41 | Ally Finl Inc COM | $153.2M | 3.90M | 0.9% | ▼−9.5% Reduced · −410K sh | |
| 42 | Steris PLC SHS USD | $148.3M | 670.9K | 0.9% | ▼−9.4% Reduced · −70K sh | |
| 43 | Restaurant Brands Intl Inc COM | $148.0M | 2.00M | 0.9% | ▲New New position | |
| 44 | Post Hldgs Inc COM | $146.0M | 1.48M | 0.9% | ▼−6.9% Reduced · −110K sh | |
| 45 | Unitedhealth Group Inc COM | $141.8M | 524.1K | 0.9% | ▼−10% Reduced · −59K sh | |
| 46 | Cbre Group Inc CL A | $134.8M | 995.4K | 0.8% | ▼−9.2% Reduced · −101K sh | |
| 47 | Ball Corp COM | $134.6M | 2.28M | 0.8% | ▼−9.1% Reduced · −228K sh | |
| 48 | Lennox Intl Inc COM | $131.8M | 283.9K | 0.8% | ▼−9.9% Reduced · −31K sh | |
| 49 | Dominos Pizza Inc COM | $129.3M | 360.2K | 0.8% | ▲New New position | |
| 50 | White MTNS Ins Group Ltd COM | $125.5M | 57.1K | 0.8% | ▼−2.7% Reduced · −2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 167 | $16.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 170 | $17.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 174 | $18.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 174 | $17.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 175 | $17.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 169 | $18.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 169 | $19.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 171 | $17.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 167 | $19.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 165 | $17.8B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 168 | $16.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 164 | $17.7B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 163 | $17.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 166 | $17.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 164 | $15.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 168 | $16.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 168 | $18.9B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 167 | $19.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 159 | $18.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 156 | $18.8B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 151 | $17.4B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 147 | $16.0B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 137 | $14.0B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 136 | $12.9B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.