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CIK: 0001013538
Total reported value
$1.3B
$1.3B
68 檔
25.3%
At the close of Q4 2024, Edgar Lomax Co/va disclosed equity holdings valued at approximately $1.3B, spread across 68 reported holdings.
During Q4 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, CSCO) accounted for 25.3% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FDX | Fedex CORP | Stock-Industrials | 5.10% | -0.81% | -1.90% | |
| 2 | VZ | Verizon Communications Inc | Stock-Comm Services | 4.63% | -0.10% | -1.89% | |
| 3 | CSCO | Cisco Systems Inc | Stock-Tech | 4.24% | — | -4.11% | |
| 4 | MRK | Merck & Co. Inc. | Stock-Healthcare | 4.05% | +0.07% | — | |
| 5 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 3.79% | -0.13% | +337.71% | |
| 6 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.55% | +0.05% | -1.88% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.54% | +0.06% | +85.37% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 3.21% | -1.15% | -1.99% | |
| 9 | IBM | Intl Business Machines CORP | Stock-Tech | 3.16% | — | -39.45% | |
| 10 | TGT | Target CORP | Stock-Consumer Disc | 3.08% | +0.25% | +385.61% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 3.07% | -0.78% | -2.11% | |
| 12 | MS | Morgan Stanley | Stock-Financials | 2.97% | +0.33% | +116.29% | |
| 13 | C | Citigroup Inc | Stock-Financials | 2.94% | +0.15% | -1.88% | |
| 14 | CVS | Cvs Health CORP | Stock-Healthcare | 2.57% | +1.44% | -1.51% | |
| 15 | T | At&t Inc | Stock-Comm Services | 2.46% | -0.93% | +171.18% | |
| 16 | PFE | Pfizer Inc | Stock-Healthcare | 2.45% | -0.44% | -2.35% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 2.38% | +0.02% | -1.92% | |
| 18 | AXP | American Express Co | Stock-Financials | 2.36% | — | -1.87% | |
| 19 | WFC | Wells Fargo & Co | Stock-Financials | 2.12% | — | -1.89% | |
| 20 | GD | General Dynamics CORP | Stock-Industrials | 2.06% | +0.05% | -1.90% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.04% | +0.11% | -1.87% | |
| 22 | DOW | Dow Inc | Stock-Materials | 1.89% | — | -6.81% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 1.86% | +0.71% | -1.88% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 1.83% | — | -1.88% | |
| 25 | F | Ford Motor Co | Stock-Consumer Disc | 1.73% | — | -2.31% | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 1.64% | -0.14% | -1.88% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 1.40% | — | -1.90% | |
| 28 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.39% | — | -2.31% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.18% | — | -1.87% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 1.09% | — | -1.90% | |
| 31 | COF | Capital One Financial CORP | Stock-Financials | 1.09% | — | -1.88% | |
| 32 | COP | Conocophillips | Stock-Energy | 1.08% | -0.45% | -2.25% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 1.07% | -0.30% | -1.92% | |
| 34 | SO | Southern Co/the | Stock-Utilities | 1.07% | -0.14% | -1.90% | |
| 35 | GE | General Electric | Stock-Industrials | 1.05% | — | -1.88% | |
| 36 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.01% | +0.14% | -68.56% | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 1.01% | -0.25% | -1.91% | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 1.01% | — | -1.92% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.97% | +1.91% | -1.94% | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.93% | +0.12% | -71.07% | |
| 41 | MET | Metlife Inc | Stock-Financials | 0.81% | +0.18% | -1.87% | |
| 42 | MMM | 3m Co | Stock-Industrials | 0.78% | — | -1.90% | |
| 43 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.75% | -0.17% | -1.88% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.15% | -1.94% | |
| 45 | WBA | Walgreens Boots Alliance Inc | Stock-Other | 0.73% | — | -2.32% | |
| 46 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.73% | +0.07% | -72.32% | |
| 47 | USB | US Bancorp | Stock-Financials | 0.72% | +0.33% | -1.89% | |
| 48 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.71% | -0.13% | -1.90% | |
| 49 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.69% | -0.37% | -1.88% | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.53% | +0.03% | -2.29% |
According to official SEC Form 13F filings, Edgar Lomax Co/va reported a total U.S. public equity portfolio value of $1.3B across 68 disclosed positions in Q4 2024.
During Q4 2024, Edgar Lomax Co/va's top holdings by market value included FDX (5.1%)、VZ (4.6%)、CSCO (4.2%). The largest single position, FDX, represented 5.1% 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 Q4 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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