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
58 檔
27.2%
In Q2 2025, Edgar Lomax Co/va's U.S. equity holdings reached a combined market value of $1.3B, distributed across 58 disclosed stock positions.
During Q2 2025, 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 CVS, VZ, IBM) accounted for 27.2% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVS | Cvs Health CORP | Stock-Healthcare | 5.27% | +1.44% | -1.58% | |
| 2 | VZ | Verizon Communications Inc | Stock-Comm Services | 4.86% | -0.10% | -1.58% | |
| 3 | IBM | Intl Business Machines CORP | Stock-Tech | 4.33% | — | -1.58% | |
| 4 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 4.27% | -0.13% | -1.58% | |
| 5 | KO | Coca-cola Co/the | Stock-Consumer Staples | 4.25% | +0.05% | -1.58% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.24% | +0.06% | -1.61% | |
| 7 | T | At&t Inc | Stock-Comm Services | 4.07% | -0.93% | -1.58% | |
| 8 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.63% | +0.07% | -1.63% | |
| 9 | FDX | Fedex CORP | Stock-Industrials | 3.63% | -0.81% | -1.57% | |
| 10 | C | Citigroup Inc | Stock-Financials | 3.46% | +0.15% | -1.58% | |
| 11 | TGT | Target CORP | Stock-Consumer Disc | 3.25% | +0.25% | -1.59% | |
| 12 | MS | Morgan Stanley | Stock-Financials | 3.20% | +0.33% | -1.57% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 2.80% | — | -1.58% | |
| 14 | DUK | Duke Energy CORP | Stock-Utilities | 2.74% | -0.25% | -1.59% | |
| 15 | GD | General Dynamics CORP | Stock-Industrials | 2.63% | +0.05% | -1.62% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 2.49% | -1.15% | -1.79% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 2.30% | +0.02% | -1.60% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 2.17% | -0.78% | -1.65% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.89% | — | -1.56% | |
| 20 | MDT | Medtronic plc | Stock-Healthcare | 1.86% | -0.14% | -1.58% | |
| 21 | SO | Southern Co/the | Stock-Utilities | 1.85% | -0.14% | -1.60% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.82% | +0.11% | -1.58% | |
| 23 | COF | Capital One Financial CORP | Stock-Financials | 1.79% | — | -1.56% | |
| 24 | MMM | 3m Co | Stock-Industrials | 1.77% | — | -1.57% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.74% | — | -1.60% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 1.62% | +0.18% | -1.58% | |
| 27 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.60% | -0.17% | -1.61% | |
| 28 | MET | Metlife Inc | Stock-Financials | 1.48% | +0.18% | -1.56% | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 1.44% | — | -1.58% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 1.40% | +0.12% | -1.58% | |
| 31 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.36% | +0.03% | -1.56% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 1.36% | -0.30% | -1.59% | |
| 33 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.30% | -0.23% | -1.56% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.29% | -0.37% | -1.57% | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 1.22% | -0.44% | -1.60% | |
| 36 | COP | Conocophillips | Stock-Energy | 1.12% | -0.45% | -1.99% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.00% | +0.12% | -1.47% | |
| 38 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.96% | +0.14% | -1.56% | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.92% | — | -1.59% | |
| 40 | AXP | American Express Co | Stock-Financials | 0.87% | — | -1.60% | |
| 41 | GM | General Motors Co | Stock-Consumer Disc | 0.75% | — | -1.56% | |
| 42 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.62% | +0.07% | -1.57% | |
| 43 | AMT | American Tower CORP | Stock-Real Estate | 0.38% | -0.12% | -1.43% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.37% | — | -1.43% | |
| 45 | F | Ford Motor Co | Stock-Consumer Disc | 0.35% | — | -1.58% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | +0.15% | -1.60% | |
| 47 | USB | US Bancorp | Stock-Financials | 0.30% | +0.33% | -1.58% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.27% | -0.23% | -1.56% | |
| 49 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.26% | — | -1.57% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.26% | +0.04% | -0.20% |
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 Q2 2025.
During Q2 2025, Edgar Lomax Co/va's top holdings by market value included CVS (5.3%)、VZ (4.9%)、IBM (4.3%). The largest single position, CVS, represented 5.3% 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 2025, 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.