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CIK: 0000022657
Total reported value
$2.2B
$2.2B
258 檔
13.1%
As reported in its official Q2 2024 Form 13F filing, Lowe Brockenbrough & Co Inc's tracked investment portfolio stood at $2.2B with 258 total positions.
During Q2 2024, Lowe Brockenbrough & Co Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 258 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.41% | +0.06% | +10.15% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.50% | -0.01% | -1.50% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.26% | -0.23% | -0.14% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.26% | +0.05% | +4.17% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.19% | +0.15% | +0.49% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.08% | -0.04% | -1.25% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | +0.03% | -0.54% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.88% | +0.10% | +5.12% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.83% | -0.09% | +4.27% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 1.79% | -0.12% | -1.15% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.51% | -0.46% | -1.17% | |
| 12 | ETN | Eaton Corporation plc | Stock-Industrials | 1.48% | +0.05% | -0.64% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.45% | +0.17% | -1.78% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.41% | +0.13% | -0.03% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.10% | -4.97% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.35% | -0.57% | -1.41% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | +0.11% | +557.14% | |
| 18 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.25% | -0.05% | -0.73% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.24% | +0.15% | +2.77% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.24% | -0.03% | -0.21% | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.23% | -0.05% | -0.57% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.18% | +0.15% | +4.46% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.16% | +0.02% | -5.76% | |
| 24 | TT | Trane Technologies plc | Stock-Industrials | 1.14% | +0.02% | -0.81% | |
| 25 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.12% | -0.05% | -0.21% | |
| 26 | ELV | Elevance Health Inc | Stock-Healthcare | 1.11% | +0.07% | -1.02% | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 1.09% | +0.26% | -0.63% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.05% | -0.05% | -0.55% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.98% | -0.13% | +0.17% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.96% | -0.04% | -0.44% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.95% | -0.07% | -2.11% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.93% | +0.33% | -20.69% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.93% | +0.29% | -1.33% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.91% | +0.23% | -0.89% | |
| 35 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.90% | -0.03% | -0.17% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.90% | +0.10% | -12.85% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.84% | -0.03% | -0.69% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | +0.03% | +0.10% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.82% | -0.12% | -1.22% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | +0.04% | +0.05% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.76% | +0.04% | +0.60% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.71% | -0.04% | -0.14% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.10% | -3.68% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.68% | -0.01% | -7.99% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.68% | -0.12% | +1.06% | |
| 46 | UL | Unilever PLC | Stock-Consumer Staples | 0.68% | — | +0.07% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.67% | — | +1.90% | |
| 48 | MS | Morgan Stanley | Stock-Financials | 0.66% | +0.08% | -0.29% | |
| 49 | PNC | Pnc Financial Services Group | Stock-Financials | 0.65% | +0.03% | -0.08% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.01% | +0.56% |
According to official SEC Form 13F filings, Lowe Brockenbrough & Co Inc reported a total U.S. public equity portfolio value of $2.2B across 258 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, MSFT) accounted for 13.1% of total reported equity market value during Q2 2024.
During Q2 2024, Lowe Brockenbrough & Co Inc's top holdings by market value included IVV (6.4%)、AAPL (4.5%)、MSFT (4.3%). The largest single position, IVV, represented 6.4% of total portfolio value.
In Q2 2024, Lowe Brockenbrough & Co Inc 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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