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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • The London Company Small Mid Cap
Value
$0M
Stocks
50 Stocks
Turnover
0.0%
Top Holdings
GLW(5.66%) AAPL(4.38%) BRK.B(3.66%) NSC(3.58%) D(3.21%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| GLW | None | Corning Inc. | Information Technology | $822.5M | 0 | 5.7% | 0 | No Change |
| AAPL | None | Apple Inc. | Information Technology | $636.4M | 0 | 4.4% | 0 | No Change |
| BRK.B | None | Berkshire Hathaway, Inc. | General | $531.7M | 0 | 3.7% | 0 | No Change |
| NSC | None | Norfolk Southern Corporation | Industrials | $520.0M | 0 | 3.6% | 0 | No Change |
| D | None | Dominion Energy | Utilities | $466.7M | 0 | 3.2% | 0 | No Change |
| TXN | None | Texas Instruments | Information Technology | $461.7M | 0 | 3.2% | 0 | No Change |
| ENTG | None | Entegris | Information Technology | $447.8M | 0 | 3.1% | 0 | No Change |
| JNJ | None | Johnson & Johnson | Health Care | $393.6M | 0 | 2.7% | 0 | No Change |
| NEU | None | NewMarket | Materials | $386.5M | 0 | 2.7% | 0 | No Change |
| APD | None | Air Products and Chemicals | Materials | $375.6M | 0 | 2.6% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Information Technology | 9 | $3523.5M | 24.3% |
| Industrials | 10 | $2754.4M | 19.0% |
| Financials | 6 | $1464.5M | 10.1% |
| General | 4 | $1385.7M | 9.5% |
| Consumer Discretionary | 6 | $1352.4M | 9.3% |
| Materials | 4 | $1063.5M | 7.3% |
| Health Care | 4 | $973.1M | 6.7% |
| Consumer Staples | 3 | $868.8M | 6.0% |
| Utilities | 1 | $466.7M | 3.2% |
| Energy | 1 | $302.9M | 2.1% |
| Communication Services | 1 | $240.9M | 1.7% |
| Real Estate | 1 | $128.5M | 0.9% |