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CIK: 0001013538
Total reported value
$1.3B
$1.3B
58 檔
28.2%
During the Q1 2025 filing period, Edgar Lomax Co/va (CIK: 0001013538) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 58 reported positions.
In Q1 2025, Edgar Lomax Co/va displayed an active expansion posture, initiating 58 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVS | Cvs Health CORP | Stock-Healthcare | 5.20% | +1.44% | +38.27% | |
| 2 | VZ | Verizon Communications Inc | Stock-Comm Services | 5.12% | -0.10% | +0.40% | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.63% | +0.06% | +17.65% | |
| 4 | KO | Coca-cola Co/the | Stock-Consumer Staples | 4.32% | +0.05% | +9.21% | |
| 5 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 4.31% | -0.13% | +3.28% | |
| 6 | MRK | Merck & Co. Inc. | Stock-Healthcare | 4.13% | +0.07% | +16.63% | |
| 7 | T | At&t Inc | Stock-Comm Services | 4.00% | -0.93% | +34.92% | |
| 8 | FDX | Fedex CORP | Stock-Industrials | 3.91% | -0.81% | -8.99% | |
| 9 | IBM | Intl Business Machines CORP | Stock-Tech | 3.67% | — | +5.68% | |
| 10 | TGT | Target CORP | Stock-Consumer Disc | 3.45% | +0.25% | +49.45% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.93% | -1.15% | -18.49% | |
| 12 | C | Citigroup Inc | Stock-Financials | 2.90% | +0.15% | +0.80% | |
| 13 | DUK | Duke Energy CORP | Stock-Utilities | 2.84% | -0.25% | +156.50% | |
| 14 | MS | Morgan Stanley | Stock-Financials | 2.67% | +0.33% | -0.35% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 2.58% | +0.02% | -6.57% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 2.51% | — | -41.54% | |
| 17 | GD | General Dynamics CORP | Stock-Industrials | 2.47% | +0.05% | +19.89% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 2.40% | -0.78% | -27.04% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.02% | — | — | |
| 20 | MDT | Medtronic plc | Stock-Healthcare | 1.92% | -0.14% | +7.84% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.88% | — | +61.31% | |
| 22 | SO | Southern Co/the | Stock-Utilities | 1.86% | -0.14% | +61.10% | |
| 23 | MMM | 3m Co | Stock-Industrials | 1.72% | — | +100.65% | |
| 24 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.62% | -0.17% | +84.24% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.55% | +0.11% | -23.57% | |
| 26 | COF | Capital One Financial CORP | Stock-Financials | 1.52% | — | +42.66% | |
| 27 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.49% | +0.03% | +235.52% | |
| 28 | MET | Metlife Inc | Stock-Financials | 1.48% | +0.18% | +91.61% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 1.44% | +0.12% | — | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 1.43% | +0.18% | +5708.46% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 1.40% | — | +31.64% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 1.40% | -0.30% | +35.67% | |
| 33 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.34% | -0.37% | +104.67% | |
| 34 | COP | Conocophillips | Stock-Energy | 1.32% | -0.45% | +18.77% | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 1.28% | -0.44% | -43.85% | |
| 36 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.17% | -0.23% | — | |
| 37 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.89% | +0.14% | -17.33% | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.83% | — | -60.55% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.78% | +0.12% | -9.99% | |
| 40 | AXP | American Express Co | Stock-Financials | 0.74% | — | -64.55% | |
| 41 | GM | General Motors Co | Stock-Consumer Disc | 0.72% | — | — | |
| 42 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.64% | +0.07% | -5.98% | |
| 43 | AMT | American Tower CORP | Stock-Real Estate | 0.37% | -0.12% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | +0.15% | -56.53% | |
| 45 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.34% | -0.13% | -55.03% | |
| 46 | F | Ford Motor Co | Stock-Consumer Disc | 0.32% | — | -81.14% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.32% | — | -80.28% | |
| 48 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.31% | — | -76.59% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.31% | -0.23% | — | |
| 50 | USB | US Bancorp | Stock-Financials | 0.28% | +0.33% | -54.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVS | Cvs Health CORP | — | NEW | New buy |
| 2 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 3 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 4 | KO | Coca-cola Co/the | — | NEW | New buy |
| 5 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 6 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 7 | T | At&t Inc | — | NEW | New buy |
| 8 | FDX | Fedex CORP | — | NEW | New buy |
| 9 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 10 | TGT | Target CORP | — | NEW | New buy |
| 11 | CVX | Chevron CORP | — | NEW | New buy |
| 12 | C | Citigroup Inc | — | NEW | New buy |
| 13 | DUK | Duke Energy CORP | — | NEW | New buy |
| 14 | MS | Morgan Stanley | — | NEW | New buy |
| 15 | AMGN | Amgen Inc | — | NEW | New buy |
| 16 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 17 | GD | General Dynamics CORP | — | NEW | New buy |
| 18 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 19 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 20 | MDT | Medtronic plc | — | NEW | New buy |
| 21 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 22 | SO | Southern Co/the | — | NEW | New buy |
| 23 | MMM | 3m Co | — | NEW | New buy |
| 24 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 25 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 26 | COF | Capital One Financial CORP | — | NEW | New buy |
| 27 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 28 | MET | Metlife Inc | — | NEW | New buy |
| 29 | UNP | Union Pacific CORP | — | NEW | New buy |
| 30 | BAC | Bank Of America CORP | — | NEW | New buy |
| 31 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 32 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 33 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 34 | COP | Conocophillips | — | NEW | New buy |
| 35 | PFE | Pfizer Inc | — | NEW | New buy |
| 36 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 37 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 38 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 39 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 40 | AXP | American Express Co | — | NEW | New buy |
| 41 | GM | General Motors Co | — | NEW | New buy |
| 42 | SPG | Simon Property Group Inc | — | NEW | New buy |
| 43 | AMT | American Tower CORP | — | NEW | New buy |
| 44 | ABBV | Abbvie Inc | — | NEW | New buy |
| 45 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 46 | F | Ford Motor Co | — | NEW | New buy |
| 47 | CAT | Caterpillar Inc | — | NEW | New buy |
| 48 | KHC | Kraft Heinz Co/the | — | NEW | New buy |
| 49 | PEP | Pepsico Inc | — | NEW | New buy |
| 50 | USB | US Bancorp | — | NEW | New buy |
According to official SEC Form 13F filings, Edgar Lomax Co/va reported a total U.S. public equity portfolio value of $1.3B across 58 disclosed positions in Q1 2025.
During Q1 2025, Edgar Lomax Co/va's top holdings by market value included CVS (5.2%)、VZ (5.1%)、JNJ (4.6%). The largest single position, CVS, represented 5.2% 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 terms of portfolio concentration, the top 5 core holdings (including CVS, VZ, JNJ) accounted for 28.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
CVS
市值: $83.1M
In Q1 2025, Edgar Lomax Co/va made 58 total portfolio adjustments, initiating 58 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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