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CIK: 0000022657
Total reported value
$2.2B
$2.2B
314 檔
17.9%
The Q2 2025 SEC filing reveals that Lowe Brockenbrough & Co Inc held a total portfolio value of $2.2B, covering 314 public equity positions.
During Q2 2025, 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 314 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.00% | +0.06% | +3.33% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.78% | -0.23% | -0.24% | |
| 3 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 3.61% | -0.63% | +547.91% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.25% | -0.01% | -1.03% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.02% | +0.60% | +208.12% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.66% | +0.05% | +4.94% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.47% | +0.10% | +9.15% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.34% | -0.04% | -1.42% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.11% | +0.15% | -1.30% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 2.09% | -0.12% | -0.81% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | +0.03% | -0.37% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.67% | +0.11% | -0.76% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.42% | -0.09% | -0.89% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.41% | +0.15% | +5.51% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.38% | +0.17% | +0.33% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.33% | +0.15% | +2.34% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.32% | -0.03% | +10.43% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.23% | +0.13% | -0.93% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.20% | -0.46% | +1.29% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.14% | +0.23% | -3.52% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.10% | +0.02% | -0.96% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 1.03% | +0.29% | -0.12% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.01% | -0.57% | -0.33% | |
| 24 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.01% | -0.05% | -3.27% | |
| 25 | ETN | Eaton Corporation plc | Stock-Industrials | 0.98% | +0.05% | -3.95% | |
| 26 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.95% | -0.05% | -5.77% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.93% | -0.07% | -2.72% | |
| 28 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.88% | -0.03% | +4.60% | |
| 29 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.86% | -0.10% | +11.22% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.85% | -0.10% | +7.89% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.82% | +0.04% | -1.38% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.82% | +0.33% | -7.30% | |
| 33 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.81% | -0.05% | — | |
| 34 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.80% | +0.07% | +84.79% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | +0.03% | -0.61% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.10% | +5.47% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | +0.04% | +0.41% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.75% | -0.13% | -1.12% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.05% | -1.83% | |
| 40 | GVI | Ishares Intermediate Governm | ETF-Other | 0.71% | -0.05% | +0.28% | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.70% | +0.08% | -1.32% | |
| 42 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.69% | -0.05% | -3.39% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.68% | -0.12% | -2.87% | |
| 44 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.66% | -0.09% | +7.77% | |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.64% | -0.09% | -1.36% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.62% | -0.01% | -4.04% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.62% | +0.26% | -0.28% | |
| 48 | TT | Trane Technologies plc | Stock-Industrials | 0.61% | +0.02% | -5.64% | |
| 49 | ELV | Elevance Health Inc | Stock-Healthcare | 0.59% | +0.07% | +2.49% | |
| 50 | AMT | American Tower CORP | Stock-Real Estate | 0.58% | -0.05% | — |
According to official SEC Form 13F filings, Lowe Brockenbrough & Co Inc reported a total U.S. public equity portfolio value of $2.2B across 314 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, MSFT, ACWI) accounted for 17.9% of total reported equity market value during Q2 2025.
During Q2 2025, Lowe Brockenbrough & Co Inc's top holdings by market value included IVV (9.0%)、MSFT (3.8%)、ACWI (3.6%). The largest single position, IVV, represented 9.0% of total portfolio value.
In Q2 2025, 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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