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WILLIAMSBURG INVESTMENT TRUST

CIK: 0000842512 Equity
Report date: 2026-02-27
AUM $80M
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-27

Holdings

From latest SEC N-PORT filing · US-listed stocks only

61 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 T AT&T Inc Since 2026-05-10 00206R102 Equity (Common)
0.31%
$0.25 10,000
2 AMD Advanced Micro Devices Inc. Since 2026-05-10 007903107 Equity (Common)
0.52%
$0.42 1,964
3 AVAV AeroVironment, Inc. Since 2026-05-10 008073108 Equity (Common)
0.60%
$0.48 2,000
4 ATI ATI Inc Since 2026-05-10 01741R102 Equity (Common)
0.32%
$0.25 2,200
5 ADI Analog Devices Inc. Since 2026-05-10 032654105 Equity (Common)
1.24%
$1.00 3,671
6 ARES Ares Management Corporation Since 2026-05-10 03990B101 Equity (Common)
1.45%
$1.16 7,200
7 AGX Argan Inc Since 2026-05-10 04010E109 Equity (Common)
1.47%
$1.18 3,750
8 ARW Arrow Electronics, Inc. Since 2026-05-10 042735100 Equity (Common)
1.10%
$0.88 8,000
9 BSX Boston Scientific Corporation Since 2026-05-10 101137107 Equity (Common)
0.71%
$0.57 6,000
10 BR Broadridge Financial Solutions Inc. Since 2026-05-10 11133T103 Equity (Common)
0.97%
$0.78 3,500
11 BRO Brown & Brown Inc Since 2026-05-10 115236101 Equity (Common)
0.99%
$0.80 10,000
12 CME CME Group Inc. Since 2026-05-10 12572Q105 Equity (Common)
2.04%
$1.64 6,000
13 CCJ Cameco Corporation Since 2026-05-10 13321L108 Equity (Common)
0.80%
$0.64 7,000
14 CELH Celsius Holdings Inc. Since 2026-05-10 15118V207 Equity (Common)
0.46%
$0.37 8,000
15 CRL Charles River Laboratories International, Inc. Since 2026-05-10 159864107 Equity (Common)
0.75%
$0.60 3,000
16 CHE Chemed Corporation Since 2026-05-10 16359R103 Equity (Common)
1.07%
$0.86 2,000
17 LNG Cheniere Energy Inc Since 2026-05-10 16411R208 Equity (Common)
0.18%
$0.15 750
18 CHD Church & Dwight Co Inc. Since 2026-05-10 171340102 Equity (Common)
0.94%
$0.76 9,000
19 COP ConocoPhillips Since 2026-05-10 20825C104 Equity (Common)
0.74%
$0.60 6,375
20 CPNG Coupang Inc. Since 2026-05-10 22266T109 Equity (Common)
0.29%
$0.24 10,000
21 DAVE Dave Inc Since 2026-05-10 23834J201 Equity (Common)
0.55%
$0.44 2,000
22 DKS Dick's Sporting Goods, Inc. Since 2026-05-10 253393102 Equity (Common)
0.42%
$0.34 1,700
23 DLR Digital Realty Trust Inc. Since 2026-05-10 253868103 Equity (Common)
0.39%
$0.31 2,000
24 EXPD Expeditors International Of Washington Inc. Since 2026-05-10 302130109 Equity (Common)
1.49%
$1.19 8,000
25 GEHC GE Healthcare Technologies Inc. Since 2026-05-10 36266G107 Equity (Common)
0.51%
$0.41 5,000
26 GNRC Generac Holdings Inc. Since 2026-05-10 368736104 Equity (Common)
0.48%
$0.38 2,800
27 GIL Gildan Activewear Inc. Since 2026-05-10 375916103 Equity (Common)
0.78%
$0.62 10,000
28 GGG Graco Inc Since 2026-05-10 384109104 Equity (Common)
1.13%
$0.90 11,000
29 ILMN Illumina Inc Since 2026-05-10 452327109 Equity (Common)
0.33%
$0.26 2,000
30 ICE Intercontinental Exchange Inc Since 2026-05-10 45866F104 Equity (Common)
1.82%
$1.46 9,000
31 IDCC InterDigital, Inc. Since 2026-05-10 45867G101 Equity (Common)
0.56%
$0.45 1,400
32 J Jacobs Solutions Inc. Since 2026-05-10 46982L108 Equity (Common)
1.32%
$1.06 8,000
33 KR The Kroger Co. Since 2026-05-10 501044101 Equity (Common)
0.44%
$0.35 5,600
34 LH Labcorp Holdings Inc Since 2026-05-10 504922105 Equity (Common)
1.25%
$1.00 4,000
35 LRCX Lam Research Corporation Since 2026-05-10 512807306 Equity (Common)
2.51%
$2.01 11,750
36 MSM MSC Industrial Direct Co Inc. Since 2026-05-10 553530106 Equity (Common)
0.52%
$0.42 5,000
37 MLM Martin Marietta Materials Inc Since 2026-05-10 573284106 Equity (Common)
1.17%
$0.93 1,500
38 MAA Mid-America Apartment Communities, Inc. Since 2026-05-10 59522J103 Equity (Common)
2.31%
$1.85 13,300
39 NRG NRG Energy, Inc. Since 2026-05-10 629377508 Equity (Common)
0.16%
$0.13 800
40 NEE NextEra Energy Inc Since 2026-05-10 65339F101 Equity (Common)
0.20%
$0.16 2,000
41 ORI Old Republic International Corporation Since 2026-05-10 680223104 Equity (Common)
1.50%
$1.21 26,400
42 OKE Oneok Inc. Since 2026-05-10 682680103 Equity (Common)
1.01%
$0.81 11,000
43 PKG Packaging Corporation of America Since 2026-05-10 695156109 Equity (Common)
1.29%
$1.03 5,000
44 PLTR Palantir Technologies Inc Since 2026-05-10 69608A108 Equity (Common)
1.77%
$1.42 8,000
45 PEN Penumbra Inc. Since 2026-05-10 70975L107 Equity (Common)
0.58%
$0.47 1,500
46 METCB Ramaco Resources Inc. Since 2026-05-10 75134P501 Equity (Common)
0.02%
$0.01 1,115
47 RMD ResMed Inc. Since 2026-05-10 761152107 Equity (Common)
0.36%
$0.29 1,200
48 RGTI Rigetti Computing Inc Since 2026-05-10 76655K103 Equity (Common)
0.11%
$0.09 4,000
49 SSRM SSR Mining Inc Since 2026-05-10 784730103 Equity (Common)
0.19%
$0.15 7,000
50 SCI Service Corporation International Since 2026-05-10 817565104 Equity (Common)
1.26%
$1.01 13,000
51 STLD Steel Dynamics, Inc. Since 2026-05-10 858119100 Equity (Common)
1.90%
$1.52 9,000
52 TRGP Targa Resources Corp. Since 2026-05-10 87612G101 Equity (Common)
0.85%
$0.68 3,700
53 TSLA Tesla Inc Since 2026-05-10 88160R101 Equity (Common)
0.56%
$0.45 1,000
54 TOL Toll Brothers, Inc. Since 2026-05-10 889478103 Equity (Common)
0.51%
$0.41 3,000
55 VVV Valvoline Inc Since 2026-05-10 92047W101 Equity (Common)
0.37%
$0.30 10,236
56 WCN Waste Connections Inc. Since 2026-05-10 94106B101 Equity (Common)
2.30%
$1.84 10,500
57 WAT Waters Corporation Since 2026-05-10 941848103 Equity (Common)
0.95%
$0.76 2,000
58 WWD Woodward Inc. Since 2026-05-10 980745103 Equity (Common)
1.89%
$1.51 5,000
59 PNR Pentair PLC Since 2026-05-10 G7S00T104 Equity (Common)
0.42%
$0.33 3,200
60 VIK Viking Holdings Ltd. Since 2026-05-10 G93A5A101 Equity (Common)
0.45%
$0.36 5,000
61 NBIS Nebius Group N.V. Since 2026-05-10 N97284108 Equity (Common)
0.84%
$0.67 8,000