13F GuideFiling Basics
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.
AlphaSMO Research GuideRead Guide
CIK: 0001013538
Total reported value
$1.3B
$1.3B
65 檔
27.6%
As reported in its official Q3 2024 Form 13F filing, Edgar Lomax Co/va's tracked investment portfolio stood at $1.3B with 65 total positions.
During Q3 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 VZ, IBM, FDX) accounted for 27.6% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VZ | Verizon Communications Inc | Stock-Comm Services | 5.02% | -0.10% | -1.55% | |
| 2 | IBM | Intl Business Machines CORP | Stock-Tech | 4.98% | — | -1.57% | |
| 3 | FDX | Fedex CORP | Stock-Industrials | 4.79% | -0.81% | -1.55% | |
| 4 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.95% | +0.05% | -1.55% | |
| 5 | CSCO | Cisco Systems Inc | Stock-Tech | 3.76% | — | -1.56% | |
| 6 | CVS | Cvs Health CORP | Stock-Healthcare | 3.46% | +1.44% | -1.56% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 3.24% | -0.78% | -1.73% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 3.15% | -1.15% | -1.60% | |
| 9 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.86% | +0.14% | -1.55% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 2.84% | +0.02% | -1.53% | |
| 11 | EXC | Exelon CORP | Stock-Utilities | 2.81% | — | -1.56% | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.64% | +0.12% | -1.62% | |
| 13 | DOW | Dow Inc | Stock-Materials | 2.61% | — | -1.55% | |
| 14 | PFE | Pfizer Inc | Stock-Healthcare | 2.59% | -0.44% | -1.56% | |
| 15 | C | Citigroup Inc | Stock-Financials | 2.52% | +0.15% | -1.55% | |
| 16 | SPG | Simon Property Group Inc | Stock-Real Estate | 2.45% | +0.07% | -1.54% | |
| 17 | GD | General Dynamics CORP | Stock-Industrials | 2.28% | +0.05% | -1.56% | |
| 18 | AXP | American Express Co | Stock-Financials | 2.08% | — | -1.54% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.02% | +0.06% | -1.54% | |
| 20 | TXN | Texas Instruments Inc | Stock-Tech | 1.97% | +0.71% | -1.55% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.90% | — | -1.53% | |
| 22 | F | Ford Motor Co | Stock-Consumer Disc | 1.79% | — | -1.55% | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 1.78% | -0.14% | -1.56% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.75% | — | -1.58% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.73% | +0.11% | -1.59% | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 1.65% | — | -1.56% | |
| 27 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.54% | — | -1.55% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 1.53% | — | -1.55% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 1.41% | — | -1.54% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 1.22% | -0.30% | -1.55% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 1.18% | — | -1.60% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.18% | — | -1.54% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 1.17% | — | -1.52% | |
| 34 | GE | General Electric | Stock-Industrials | 1.14% | — | -1.52% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 1.13% | -0.14% | -1.55% | |
| 36 | COP | Conocophillips | Stock-Energy | 1.11% | -0.45% | -1.68% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.08% | +1.91% | -1.62% | |
| 38 | MS | Morgan Stanley | Stock-Financials | 1.08% | +0.33% | -1.56% | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 1.04% | -0.25% | -1.59% | |
| 40 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.01% | -0.13% | -1.53% | |
| 41 | COF | Capital One Financial CORP | Stock-Financials | 0.88% | — | -1.49% | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.83% | -0.93% | -1.55% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | +0.15% | -1.53% | |
| 44 | MMM | 3m Co | Stock-Industrials | 0.79% | — | -1.51% | |
| 45 | MET | Metlife Inc | Stock-Financials | 0.79% | +0.18% | -1.55% | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.74% | -0.37% | -1.55% | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.69% | +0.25% | -1.57% | |
| 48 | WBA | Walgreens Boots Alliance Inc | Stock-Other | 0.68% | — | -1.55% | |
| 49 | USB | US Bancorp | Stock-Financials | 0.67% | +0.33% | -1.53% | |
| 50 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.66% | -0.17% | -1.53% |
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 Q3 2024.
During Q3 2024, Edgar Lomax Co/va's top holdings by market value included VZ (5.0%)、IBM (5.0%)、FDX (4.8%). The largest single position, VZ, represented 5.0% 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 Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.