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
64 檔
21.6%
During the Q4 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 64 reported positions.
In Q4 2025, Edgar Lomax Co/va adopted a defensive or profit-taking posture, trimming 52 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVS | Cvs Health CORP | Stock-Healthcare | 5.50% | +1.44% | -2.23% | |
| 2 | TGT | Target CORP | Stock-Consumer Disc | 4.44% | +0.25% | +48.55% | |
| 3 | FDX | Fedex CORP | Stock-Industrials | 4.18% | -0.81% | -2.25% | |
| 4 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.98% | +1.91% | — | |
| 5 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.82% | +0.05% | -2.23% | |
| 6 | MS | Morgan Stanley | Stock-Financials | 3.67% | +0.33% | -2.23% | |
| 7 | T | At&t Inc | Stock-Comm Services | 3.18% | -0.93% | -2.22% | |
| 8 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 3.08% | -0.13% | -2.84% | |
| 9 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.87% | +0.07% | -36.01% | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 2.83% | — | -2.22% | |
| 11 | GD | General Dynamics CORP | Stock-Industrials | 2.75% | +0.05% | -2.26% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.70% | +0.06% | -49.13% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 2.50% | -1.15% | -2.45% | |
| 14 | DUK | Duke Energy CORP | Stock-Utilities | 2.47% | -0.25% | -2.25% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 2.44% | +0.02% | -2.31% | |
| 16 | C | Citigroup Inc | Stock-Financials | 2.33% | +0.15% | -47.18% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 2.22% | -0.78% | -2.28% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.13% | -0.10% | -49.83% | |
| 19 | MDT | Medtronic plc | Stock-Healthcare | 1.86% | -0.14% | -2.23% | |
| 20 | COF | Capital One Financial CORP | Stock-Financials | 1.85% | — | -2.25% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | +0.11% | -2.28% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.79% | — | -2.23% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 1.71% | +0.18% | -2.21% | |
| 24 | MMM | 3m Co | Stock-Industrials | 1.70% | — | -2.24% | |
| 25 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.60% | -0.17% | -2.26% | |
| 26 | SO | Southern Co/the | Stock-Utilities | 1.59% | -0.14% | -2.24% | |
| 27 | ACN | Accenture plc | Stock-Tech | 1.52% | -0.43% | — | |
| 28 | AIG | American International Group | Stock-Financials | 1.52% | -0.06% | — | |
| 29 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.51% | -0.08% | — | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.49% | -0.27% | — | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 1.43% | -0.30% | -2.25% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.41% | — | -2.93% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 1.41% | — | -2.23% | |
| 34 | MET | Metlife Inc | Stock-Financials | 1.32% | +0.18% | -2.23% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 1.28% | +0.12% | -2.22% | |
| 36 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.21% | +0.03% | -2.83% | |
| 37 | COP | Conocophillips | Stock-Energy | 1.14% | -0.45% | -3.09% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.13% | +0.12% | -2.25% | |
| 39 | GM | General Motors Co | Stock-Consumer Disc | 1.12% | — | -2.22% | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 1.12% | -0.44% | -2.90% | |
| 41 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.11% | +0.14% | -2.21% | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.06% | -0.23% | -2.84% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 1.00% | -0.16% | — | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.98% | -0.37% | -2.84% | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.98% | — | -2.26% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.91% | — | -2.32% | |
| 47 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.65% | +0.07% | -2.21% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.50% | — | -1.96% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.44% | +0.04% | +32.82% | |
| 50 | F | Ford Motor Co | Stock-Consumer Disc | 0.38% | — | -2.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TGT | Target CORP | +1.6% | +48.55% | Add |
| 2 | FDX | Fedex CORP | +0.6% | -2.25% | Trim |
| 3 | GM | General Motors Co | +0.2% | -2.22% | Trim |
| 4 | AMGN | Amgen Inc | +0.2% | -2.31% | Trim |
| 5 | MS | Morgan Stanley | +0.2% | -2.23% | Trim |
| 6 | CSCO | Cisco Systems Inc | +0.2% | -2.22% | Trim |
| 7 | COF | Capital One Financial CORP | +0.1% | -2.25% | Trim |
| 8 | UPS | United Parcel Service-cl B | +0.1% | -2.83% | Trim |
| 9 | IVE | Ishares S&p 500 Value ETF | +0.1% | +32.82% | Add |
| 10 | GILD | Gilead Sciences Inc | +0.1% | -2.26% | Trim |
| 11 | CAT | Caterpillar Inc | +0.1% | -1.96% | Trim |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | -2.25% | Trim |
| 13 | WFC | Wells Fargo & Co | +0.1% | -2.26% | Trim |
| 14 | AXP | American Express Co | +0.1% | -2.32% | Trim |
| 15 | BMY | Bristol-myers Squibb Co | 0% | -2.31% | Trim |
| 16 | XOM | Exxon Mobil CORP | 0% | -2.28% | Trim |
| 17 | BAC | Bank Of America CORP | 0% | -2.21% | Trim |
| 18 | NEE | Nextera Energy Inc | 0% | -2.25% | Trim |
| 19 | BNY | Bank Of New York Mellon CORP | 0% | -2.21% | Trim |
| 20 | F | Ford Motor Co | 0% | -2.22% | Trim |
| 21 | USB | US Bancorp | 0% | -2.24% | Trim |
| 22 | HSBC | Hsbc Holdings Plc-spons Adr | 0% | — | Unchanged |
| 23 | KO | Coca-cola Co/the | — | -2.23% | Trim |
| 24 | DOW | Dow Inc | — | -2.85% | Trim |
| 25 | ✓ | Honda Motor Co LTD | — | — | Unchanged |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | — | — | Unchanged |
| 27 | CVS | Cvs Health CORP | 0% | -2.23% | Trim |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.90% | Trim |
| 29 | PEP | Pepsico Inc | 0% | -2.38% | Trim |
| 30 | SWPPX | Schwab S&p 500 Index-sel | 0% | -0.97% | Trim |
| 31 | MO | Altria Group Inc | 0% | — | Unchanged |
| 32 | MMM | 3m Co | 0% | -2.24% | Trim |
| 33 | ABBV | Abbvie Inc | 0% | -2.37% | Trim |
| 34 | QCOM | Qualcomm Inc | 0% | -2.23% | Trim |
| 35 | SPG | Simon Property Group Inc | 0% | -2.21% | Trim |
| 36 | KHC | Kraft Heinz Co/the | 0% | -2.84% | Trim |
| 37 | AMT | American Tower CORP | -0.1% | -2.40% | Trim |
| 38 | JPM | Jpmorgan Chase & Co | -0.1% | -2.28% | Trim |
| 39 | COP | Conocophillips | -0.1% | -3.09% | Trim |
| 40 | MCD | Mcdonald's CORP | -0.1% | -2.23% | Trim |
| 41 | MDT | Medtronic plc | -0.1% | -2.23% | Trim |
| 42 | PFE | Pfizer Inc | -0.1% | -2.90% | Trim |
| 43 | UNP | Union Pacific CORP | -0.1% | -2.22% | Trim |
| 44 | CMCSA | Comcast Corp-class A | -0.1% | -2.84% | Trim |
| 45 | MET | Metlife Inc | -0.1% | -2.23% | Trim |
| 46 | NKE | Nike Inc -cl B | -0.2% | -2.84% | Trim |
| 47 | PG | Procter & Gamble Co/the | -0.2% | -2.93% | Trim |
| 48 | CVX | Chevron CORP | -0.2% | -2.45% | Trim |
| 49 | GD | General Dynamics CORP | -0.2% | -2.26% | Trim |
| 50 | SO | Southern Co/the | -0.2% | -2.24% | 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 64 disclosed positions in Q4 2025.
During Q4 2025, Edgar Lomax Co/va's top holdings by market value included CVS (5.5%)、TGT (4.4%)、FDX (4.2%). 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.
In terms of portfolio concentration, the top 5 core holdings (including CVS, TGT, FDX) accounted for 21.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
UNH
市值: $52.4M
Top Position Liquidated / Trimmed
CVS
前期市值: $70.4M
In Q4 2025, Edgar Lomax Co/va made 60 total portfolio adjustments, initiating 6 new buys, adding to 2 positions, trimming 52 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.