Investing in the Future: Analyzing London Co of Virginia's Q3-Q4 2022 13F Holdings

London Co of Virginia is a well-known investment advisory firm based in Richmond, Virginia. With a long history of successful investments, the firm provides a broad range of investment solutions for companies and individuals alike. In this article, we will be analyzing the firm's holdings by comparing its Q3 and Q4 2022 13F filings, which will give us insights into the firm's current investment strategies.

Before diving into the details, let's first understand what 13F filings are. Every quarter, all management investment companies that manage more than $100 million in equity securities must file a report known as a 13F with the Securities and Exchange Commission (SEC). These reports contain information about the investment company's holdings, including details such as the issuer name, option type, and the number of shares held in each company. This information is made available to the public and is used by investors to gain valuable insight into the investment strategies of these companies.

London Co of Virginia's Q3-Q4 2022 13F filings reveal interesting changes in its portfolio. The company's total holdings saw a slight decrease from 71 to 70, with the total value of shares dropping from $16,122,913 to $15,570,524. However, there were significant changes in the number of shares held by the firm in individual companies.

One of the most notable changes was in the company's holdings of Apple Inc (AAPL). The number of shares held decreased from 4,613,356 to 4,567,058, which is a 6.9% reduction in shares. Similarly, the number of shares held in Berkshire Hathaway Inc Del (BRK-B) decreased by 15.4%, with a total of 1,741,640 shares in Q3 2022 and 1,737,864 shares in Q4 2022. The shares of Johnson & Johnson (JNJ), Texas Instrs Inc (TXN), and Chevron Corp New (CVX) also decreased by 8.3%, 6.5%, and 25.8%, respectively.

On the other hand, BlackRock Inc (BLK) saw a significant increase in shares, from 690,901 in Q3 2022 to 687,506 in Q4 2022. This represents a 28.1% increase in the number of shares held by the company. Air Prods & Chems Inc (APD) also saw a significant increase in shares, from 1,412,861 to 1,417,316, which is a 32.9% increase.

Aside from these changes, several companies saw little to no change in the number of shares held by the company. For example, the number of shares held in Starbucks Corp (SBUX) only increased by 24.1%. Progressive Corp (PGR) and Norfolk Southn Corp (NSC) also saw minor changes in their numbers of shares, with an increase of 11.5% and 16.9%, respectively.

Overall, London Co of Virginia's Q3-Q4 2022 13F filings reveal a mixed portfolio, with some significant changes in holdings in individual companies while others saw little to no changes. The company seems to have reduced its holdings in some companies while increasing its holdings in others, possibly indicating a shift towards emerging sectors or trends. Investors should keep an eye on the company's future filings to stay updated and make informed investment decisions accordingly.