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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001013538
Total reported value
$1.3B
$1.3B
65 檔
25.6%
The Q2 2024 SEC filing reveals that Edgar Lomax Co/va held a total portfolio value of $1.3B, covering 65 public equity positions.
During Q2 2024, Edgar Lomax Co/va's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including FDX, VZ, IBM) accounted for 25.6% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FDX | Fedex CORP | Stock-Industrials | 5.66% | -0.81% | -1.64% | |
| 2 | VZ | Verizon Communications Inc | Stock-Comm Services | 4.97% | -0.10% | -1.64% | |
| 3 | IBM | Intl Business Machines CORP | Stock-Tech | 4.20% | — | -1.71% | |
| 4 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.77% | +0.05% | -1.71% | |
| 5 | CSCO | Cisco Systems Inc | Stock-Tech | 3.62% | — | -1.72% | |
| 6 | CVX | Chevron CORP | Stock-Energy | 3.61% | -1.15% | -1.65% | |
| 7 | CVS | Cvs Health CORP | Stock-Healthcare | 3.50% | +1.44% | -1.63% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 3.44% | -0.78% | -1.56% | |
| 9 | AMGN | Amgen Inc | Stock-Healthcare | 2.97% | +0.02% | -1.27% | |
| 10 | C | Citigroup Inc | Stock-Financials | 2.76% | +0.15% | -1.73% | |
| 11 | DOW | Dow Inc | Stock-Materials | 2.73% | — | -1.73% | |
| 12 | PFE | Pfizer Inc | Stock-Healthcare | 2.71% | -0.44% | -1.26% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.60% | +0.12% | -1.74% | |
| 14 | EXC | Exelon CORP | Stock-Utilities | 2.58% | — | -1.64% | |
| 15 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.57% | +0.14% | -1.74% | |
| 16 | SPG | Simon Property Group Inc | Stock-Real Estate | 2.38% | +0.07% | -1.74% | |
| 17 | GD | General Dynamics CORP | Stock-Industrials | 2.36% | +0.05% | -1.27% | |
| 18 | F | Ford Motor Co | Stock-Consumer Disc | 2.30% | — | -1.73% | |
| 19 | TXN | Texas Instruments Inc | Stock-Tech | 2.00% | +0.71% | -1.76% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.97% | +0.06% | -1.25% | |
| 21 | AXP | American Express Co | Stock-Financials | 1.92% | — | -1.75% | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 1.87% | — | -1.74% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | +0.11% | -1.72% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 1.74% | — | -1.68% | |
| 25 | MDT | Medtronic plc | Stock-Healthcare | 1.68% | -0.14% | -1.74% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.53% | — | -1.71% | |
| 27 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.53% | — | -1.71% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 1.47% | — | -1.76% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 1.38% | — | -1.71% | |
| 30 | COP | Conocophillips | Stock-Energy | 1.31% | -0.45% | -1.62% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 1.26% | — | -1.26% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.21% | — | -1.67% | |
| 33 | DHR | Danaher CORP | Stock-Healthcare | 1.14% | — | -1.28% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 1.10% | -0.30% | -1.62% | |
| 35 | MS | Morgan Stanley | Stock-Financials | 1.08% | +0.33% | -1.72% | |
| 36 | SO | Southern Co/the | Stock-Utilities | 1.05% | -0.14% | -1.64% | |
| 37 | GE | General Electric | Stock-Industrials | 1.04% | — | -1.79% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.02% | +1.91% | -1.20% | |
| 39 | WBA | Walgreens Boots Alliance Inc | Stock-Other | 0.99% | — | -1.71% | |
| 40 | DUK | Duke Energy CORP | Stock-Utilities | 0.98% | -0.25% | -1.65% | |
| 41 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.97% | -0.13% | -1.71% | |
| 42 | COF | Capital One Financial CORP | Stock-Financials | 0.88% | — | -1.80% | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.78% | -0.93% | -1.72% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.74% | -0.37% | -1.72% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.15% | -1.21% | |
| 46 | MET | Metlife Inc | Stock-Financials | 0.72% | +0.18% | -1.76% | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.71% | +0.25% | -1.76% | |
| 48 | MMM | 3m Co | Stock-Industrials | 0.64% | — | -1.69% | |
| 49 | USB | US Bancorp | Stock-Financials | 0.63% | +0.33% | -1.73% | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.60% | +0.03% | -1.69% |
According to official SEC Form 13F filings, Edgar Lomax Co/va reported a total U.S. public equity portfolio value of $1.3B across 65 disclosed positions in Q2 2024.
During Q2 2024, Edgar Lomax Co/va's top holdings by market value included FDX (5.7%)、VZ (5.0%)、IBM (4.2%). The largest single position, FDX, represented 5.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 2024, Edgar Lomax Co/va made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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