London Co. of Virginia
Annual return '25
+6.8%
SPY '25
+17.7%
Alpha
-10.9ptsvs SPY
Invested
$16.2B
Holdings
167
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 2.3% (104.6k → 102.3k shares)
3.5%
02
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Sold 2.6% (14.0k → 13.6k shares)
3.2%
03
$GLW
CORNING INC
Q4 2025: Sold 99.5% (5.96M → 27.0k shares)
3.2%
04
$NSC
NORFOLK SOUTHN CORP
Q4 2025: Exited (was 1.81M shares)
3.0%
05
$D
DOMINION ENERGY INC
Q4 2025: Exited (was 4.90M shares)
2.6%
06
$JNJ
JOHNSON & JOHNSON
Q1 2026: Increased +15.5% (1.2k → 1.4k shares)
2.4%
07
$CHV
CHEVRON CORPORATION
Q4 2025: Exited (was 2.08M shares)
2.4%
08
$APD
AIR PRODUCTS AND CHEMICALS I
Q4 2025: Exited (was 1.50M shares)
2.4%
09
$BLK
BLACKROCK INC
Q4 2025: Exited (was 434.2k shares)
2.3%
10
$AER
AERCAP HOLDINGS NV
Q4 2025: Exited (was 3.04M shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:14 UTC.