機関投資家の保有一覧

LONDON CO OF VIRGINIA

持ち方

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評価額を取得中

届出上位5銘柄の比重

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保有

152銘柄

LONDON CO OF VIRGINIA は、2026年6月30日の SEC Form 13F で 152 銘柄の保有を報告しました。届出上位には Apple、Berkshire Hathaway、Corning が並び、情報技術・金融・資本財にまたがります。下の銘柄名と保有株数は届出に基づきます。

届出上位の10銘柄

1
AA
AAPLApple
情報技術・ 2,199,195 株
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2
BR
BRK-BBerkshire Hathaway
金融・ 1,062,527 株
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3
GL
GLWCorning
情報技術・ 3,220,119 株
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4
NS
NSCNorfolk Southern
資本財・ 1,652,991 株
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5
TX
TXNTexas Instruments
情報技術・ 1,549,011 株
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6
NE
NEUNewMarket
素材・ 488,482 株
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7
D
DDominion Energy
公益事業・ 6,834,123 株
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8
EN
ENTGEntegris
情報技術・ 2,490,787 株
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9
BL
BLKBlackRock
金融・ 383,099 株
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10
JN
JNJJohnson & Johnson
ヘルスケア・ 1,549,812 株
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残り 142 銘柄をすべて見る ▾

#	銘柄	保有株数	概算評価額
11	CVXChevron	1,827,459	—
12	PMPhilip Morris International	1,951,756	—
13	APDAir Products and Chemicals	1,280,962	—
14	AERAerCap Holdings	2,423,092	—
15	CSCOCisco Systems	3,084,363	—
16	SCHWCharles Schwab	3,452,804	—
17	PGRProgressive	1,548,853	—
18	MSFTMicrosoft	619,232	—
19	RSGRepublic Services	1,494,982	—
20	CINFCincinnati Financial	1,816,988	—
21	AWIArmstrong World Industries	1,644,407	—
22	CMICummins	492,548	—
23	DLTRDollar Tree	2,203,154	—
24	CBChubb	739,329	—
25	KEYSKeysight Technologies	621,965	—
26	TELTE Connectivity	1,059,687	—
27	MOAltria	3,464,036	—
28	SGISomnigroup International	3,764,607	—
29	GOOGAlphabet	681,915	—
30	FASTFastenal	4,539,273	—
31	LOWLowe's	1,199,624	—
32	ALSNAllison Transmission	1,824,581	—
33	UNHUnitedHealth Group	569,127	—
34	SBUXStarbucks	2,192,437	—
35	CHDNChurchill Downs	2,464,527	—
36	UNFUniFirst	740,213	—
37	MTBM&T Bank	845,405	—
38	ODFLOld Dominion Freight Line	935,031	—
39	COOCooper Companies	2,898,075	—
40	NOCNorthrop Grumman	344,289	—
41	AVTRAvantor	10,485,960	—
42	MCMoelis	2,791,199	—
43	BRKRBruker	2,480,357	—
44	WATWaters Corp	340,771	—
45	APPFAppFolio	703,151	—
46	ALLYAlly Financial	3,739,890	—
47	QSRRestaurant Brands International	1,960,645	—
48	VMCVulcan Materials	560,475	—
49	STESTERIS	641,604	—
50	PAYXPaychex	1,326,406	—
51	CBRECBRE Group	953,764	—
52	BALLBall Corporation	2,181,441	—
53	WTMWhite Mountains Insurance Group	54,025	—
54	POSTPost Holdings	1,399,101	—
55	DPZDomino's Pizza	339,558	—
56	LIILennox International	271,899	—
57	ATRAptarGroup	793,033	—
58	VVisa	259,057	—
59	MLMMartin Marietta Materials	187,051	—
60	QLYSQualys	428,317	—
61	ACIWACI Worldwide	1,594,274	—
62	THGHanover Insurance Group	360,801	—
63	CCICrown Castle	1,166,886	—
64	MUSAMurphy USA	140,208	—
65	CPRTCopart	2,607,002	—
66	FISFidelity National Information Services	2,051,108	—
67	POOLPool Corp	379,154	—
68	ORLYO'Reilly Automotive	708,339	—
69	FDXFedEx	184,244	—
70	ZBRAZebra Technologies	137,425	—
71	CCCCCC Intelligent Solutions	7,498,579	—
72	FRFirst Industrial Realty Trust	796,451	—
73	MATXMatson	188,631	—
74	CWSTCasella Waste Systems	503,144	—
75	CACCCredit Acceptance	75,001	—
76	ESIElement Solutions	984,974	—
77	CHDChurch & Dwight	393,934	—
78	LSTRLandstar System	213,179	—
79	NVDANVIDIA	157,076	—
80	ATKRAtkore	386,827	—
81	GTESGates Industrial Corporation	1,309,097	—
82	HAEHaemonetics	340,574	—
83	GOLFAcushnet Holdings	390,108	—
84	TTCToro	328,640	—
85	CTSCTS	513,204	—
86	DECKDeckers Outdoor	397,138	—
87	MZTIMarzetti	310,255	—
88	AUBAtlantic Union Bankshares	785,692	—
89	PSMTPriceSmart	174,887	—
90	SAIASaia	81,510	—
91	LLYEli Lilly	23,431	—
92	GHCGraham Holdings	23,021	—
93	VNTVontier	785,063	—
94	JKHYJack Henry & Associates	173,773	—
95	EPRTEssential Properties Realty Trust	940,512	—
96	PLUSePlus	259,518	—
97	HWKNHawkins	167,292	—
98	LWLamb Weston Holdings	474,139	—
99	IPARInter Parfums	180,209	—
100	RVLVRevolve Group	979,810	—
101	MGRCMcGrath RentCorp	162,617	—
102	LLYVKLiberty Live Holdings（C種株）	186,117	—
103	MTNVail Resorts	111,532	—
104	KOCoca-Cola	166,915	—
105	HDHome Depot	43,545	—
106	MRTNMarten Transport	853,969	—
107	NCLHNorwegian Cruise Line Holdings	706,163	—
108	FDXFFedEx Freight	91,908	—
109	DEDeere	14,899	—
110	TSMTaiwan Semiconductor Manufacturing	15,989	—
111	ENOVEnovis	386,405	—
112	CSXCSX	105,837	—
113	ICLRICON	29,145	—
114	MICCMagnum Ice Cream	224,531	—
115	KMXCarMax Inc	70,110	—
116	WTWWillis Towers Watson	13,211	—
117	CRHCRH	42,989	—
118	PAGPenske Automotive Group	15,816	—
119	BMYBristol Myers Squibb	37,453	—
120	GATXGATX Corporation	12,150	—
121	WFCWells Fargo	23,489	—
122	ALCAlcon	29,414	—
123	XOMExxon Mobil	11,415	—
124	TGTredegar	264,974	—
125	DUKDuke Energy	15,979	—
126	AMZNAmazon	6,400	—
127	COSTCostco	1,730	—
128	MDLZMondelez International	26,138	—
129	PCARPACCAR	11,992	—
130	SHWSherwin-Williams	3,900	—
131	NKENike	36,202	—
132	TGTTarget	7,811	—
133	HSYHershey	6,808	—
134	NFLXNetflix	16,100	—
135	AZNAstraZeneca	6,470	—
136	SPYSPDR S&P 500 ETF TRUST	1,210	—
137	UDRUDR	23,373	—
138	CHRWC.H. Robinson	4,792	—
139	LPLALPL Financial Holdings	2,270	—
140	GDGeneral Dynamics	1,657	—
141	SONYSony Group	22,000	—
142	ACNAccenture	2,601	—
143	PFEPfizer	17,061	—
144	TSLATesla	1,269	—
145	LYVLive Nation Entertainment	2,780	—
146	BACBank of America	8,033	—
147	SCIService Corporation International	5,524	—
148	AFGAmerican Financial Group	2,700	—
149	PKGPackaging Corp of America	1,620	—
150	ECHOEchoStar	3,651	—
151	MRKMerck	2,188	—
152	BRSLBrightstar Lottery	10,600	—

2026年6月30日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。概算評価額と構成比は当サイトの株価で計算した参考値です。届出対象外の資産 (米国外上場株・債券など) は含まれません。