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CIK: 0001013538
Total reported value
$1.3B
$1.3B
58 檔
22.0%
The Q3 2025 SEC filing reveals that Edgar Lomax Co/va held a total portfolio value of $1.3B, covering 58 public equity positions.
In Q3 2025, Edgar Lomax Co/va adopted a defensive or profit-taking posture, trimming 53 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including CVS, JNJ, VZ) accounted for 22.0% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVS | Cvs Health CORP | Stock-Healthcare | 5.51% | +1.44% | -22.64% | |
| 2 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.91% | +0.06% | -23.00% | |
| 3 | VZ | Verizon Communications Inc | Stock-Comm Services | 4.73% | -0.10% | -22.66% | |
| 4 | IBM | Intl Business Machines CORP | Stock-Tech | 3.97% | — | -22.59% | |
| 5 | C | Citigroup Inc | Stock-Financials | 3.95% | +0.15% | -22.57% | |
| 6 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.82% | +0.05% | -22.62% | |
| 7 | T | At&t Inc | Stock-Comm Services | 3.81% | -0.93% | -22.58% | |
| 8 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 3.79% | -0.13% | -22.60% | |
| 9 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.68% | +0.07% | -22.69% | |
| 10 | FDX | Fedex CORP | Stock-Industrials | 3.60% | -0.81% | -22.69% | |
| 11 | MS | Morgan Stanley | Stock-Financials | 3.47% | +0.33% | -22.57% | |
| 12 | GD | General Dynamics CORP | Stock-Industrials | 2.94% | +0.05% | -23.01% | |
| 13 | TGT | Target CORP | Stock-Consumer Disc | 2.83% | +0.25% | -22.65% | |
| 14 | DUK | Duke Energy CORP | Stock-Utilities | 2.75% | -0.25% | -22.72% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 2.69% | -1.15% | -19.43% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 2.65% | — | -22.60% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 2.22% | +0.02% | -23.00% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 2.20% | -0.78% | -21.72% | |
| 19 | MDT | Medtronic plc | Stock-Healthcare | 1.95% | -0.14% | -22.59% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.90% | +0.11% | -22.53% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.88% | — | -22.54% | |
| 22 | SO | Southern Co/the | Stock-Utilities | 1.83% | -0.14% | -22.74% | |
| 23 | MMM | 3m Co | Stock-Industrials | 1.73% | — | -22.54% | |
| 24 | COF | Capital One Financial CORP | Stock-Financials | 1.71% | — | -22.59% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.69% | +0.18% | -22.60% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.60% | — | -23.03% | |
| 27 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.52% | -0.17% | -23.00% | |
| 28 | MET | Metlife Inc | Stock-Financials | 1.45% | +0.18% | -22.62% | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 1.44% | — | -22.60% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 1.41% | -0.30% | -22.76% | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 1.38% | +0.12% | -22.53% | |
| 32 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.23% | -0.23% | -22.60% | |
| 33 | COP | Conocophillips | Stock-Energy | 1.22% | -0.45% | -16.41% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 1.22% | -0.44% | -23.03% | |
| 35 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.10% | +0.14% | -22.61% | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.09% | -0.37% | -22.57% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.08% | +0.12% | -22.58% | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.08% | +0.03% | -22.58% | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.93% | — | -22.59% | |
| 40 | GM | General Motors Co | Stock-Consumer Disc | 0.89% | — | -22.56% | |
| 41 | AXP | American Express Co | Stock-Financials | 0.86% | — | -22.81% | |
| 42 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.69% | +0.07% | -22.70% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.44% | — | -22.60% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | +0.15% | -22.68% | |
| 45 | F | Ford Motor Co | Stock-Consumer Disc | 0.37% | — | -22.56% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.34% | +0.04% | -0.06% | |
| 47 | AMT | American Tower CORP | Stock-Real Estate | 0.32% | -0.12% | -22.51% | |
| 48 | USB | US Bancorp | Stock-Financials | 0.31% | +0.33% | -22.62% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.28% | -0.23% | -22.24% | |
| 50 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.26% | — | -22.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | C | Citigroup Inc | +1.1% | -22.57% | Trim |
| 2 | MS | Morgan Stanley | +0.8% | -22.57% | Trim |
| 3 | GD | General Dynamics CORP | +0.5% | -23.01% | Trim |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | -22.53% | Trim |
| 5 | CVS | Cvs Health CORP | +0.3% | -22.64% | Trim |
| 6 | IBM | Intl Business Machines CORP | +0.3% | -22.59% | Trim |
| 7 | GS | Goldman Sachs Group Inc | +0.3% | -22.58% | Trim |
| 8 | JNJ | Johnson & Johnson | +0.3% | -23.00% | Trim |
| 9 | BAC | Bank Of America CORP | +0.3% | -22.60% | Trim |
| 10 | BNY | Bank Of New York Mellon CORP | +0.2% | -22.61% | Trim |
| 11 | COF | Capital One Financial CORP | +0.2% | -22.59% | Trim |
| 12 | GM | General Motors Co | +0.2% | -22.56% | Trim |
| 13 | CSCO | Cisco Systems Inc | +0.1% | -22.60% | Trim |
| 14 | AXP | American Express Co | +0.1% | -22.81% | Trim |
| 15 | CAT | Caterpillar Inc | +0.1% | -22.60% | Trim |
| 16 | WFC | Wells Fargo & Co | +0.1% | -22.59% | Trim |
| 17 | IVE | Ishares S&p 500 Value ETF | +0.1% | -0.06% | Trim |
| 18 | NKE | Nike Inc -cl B | +0.1% | -22.60% | Trim |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Unchanged |
| 20 | SPG | Simon Property Group Inc | +0.1% | -22.70% | Trim |
| 21 | F | Ford Motor Co | +0.1% | -22.56% | Trim |
| 22 | QCOM | Qualcomm Inc | 0% | -22.60% | Trim |
| 23 | MDT | Medtronic plc | 0% | -22.59% | Trim |
| 24 | USB | US Bancorp | 0% | -22.62% | Trim |
| 25 | SWPPX | Schwab S&p 500 Index-sel | 0% | +556.70% | Add |
| 26 | ABBV | Abbvie Inc | 0% | -22.68% | Trim |
| 27 | MO | Altria Group Inc | 0% | -19.19% | Trim |
| 28 | MMM | 3m Co | 0% | -22.54% | Trim |
| 29 | NEE | Nextera Energy Inc | 0% | -22.76% | Trim |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 31 | ✓ | Honda Motor Co LTD | — | — | Unchanged |
| 32 | SO | Southern Co/the | 0% | -22.74% | Trim |
| 33 | MET | Metlife Inc | 0% | -22.62% | Trim |
| 34 | PEP | Pepsico Inc | 0% | -22.24% | Trim |
| 35 | KHC | Kraft Heinz Co/the | -0.1% | -22.58% | Trim |
| 36 | UNP | Union Pacific CORP | -0.1% | -22.53% | Trim |
| 37 | PFE | Pfizer Inc | -0.1% | -23.03% | Trim |
| 38 | AMT | American Tower CORP | -0.1% | -22.51% | Trim |
| 39 | DUK | Duke Energy CORP | -0.1% | -22.72% | Trim |
| 40 | GILD | Gilead Sciences Inc | -0.1% | -23.00% | Trim |
| 41 | COP | Conocophillips | -0.1% | -16.41% | Trim |
| 42 | BMY | Bristol-myers Squibb Co | -0.1% | -22.91% | Trim |
| 43 | DOW | Dow Inc | -0.1% | -22.61% | Trim |
| 44 | MCD | Mcdonald's CORP | -0.1% | -22.54% | Trim |
| 45 | T | At&t Inc | -0.2% | -22.58% | Trim |
| 46 | XOM | Exxon Mobil CORP | -0.2% | -21.72% | Trim |
| 47 | CVX | Chevron CORP | -0.2% | -19.43% | Trim |
| 48 | CMCSA | Comcast Corp-class A | -0.3% | -22.57% | Trim |
| 49 | PG | Procter & Gamble Co/the | -0.3% | -23.03% | Trim |
| 50 | FDX | Fedex CORP | -0.3% | -22.69% | Trim |
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 Q3 2025.
During Q3 2025, Edgar Lomax Co/va's top holdings by market value included CVS (5.5%)、JNJ (4.9%)、VZ (4.7%). The largest single position, CVS, represented 5.5% 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.
Top New Position Initiated
HSBC
市值: $180.7K
Top Position Liquidated / Trimmed
HSBC Holdings PLC
前期市值: $144.9K
In Q3 2025, Edgar Lomax Co/va made 56 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 53 holdings, and fully liquidating 1 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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