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CIK: 0000022657
Total reported value
$2.2B
$2.2B
334 檔
21.1%
As reported in its official Q3 2025 Form 13F filing, Lowe Brockenbrough & Co Inc's tracked investment portfolio stood at $2.2B with 334 total positions.
In Q3 2025, Lowe Brockenbrough & Co Inc displayed an active expansion posture, initiating 2 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 334 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.22% | +0.06% | +3.86% | |
| 2 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 5.05% | -0.63% | +42.51% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.65% | -0.01% | -0.86% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.64% | -0.23% | +0.92% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.78% | +0.05% | +7.06% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.50% | +0.10% | +5.54% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.26% | -0.04% | -3.04% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 2.06% | -0.12% | -16.34% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.97% | +0.15% | -3.12% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.97% | +0.17% | +13.63% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.95% | +0.60% | -30.00% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.90% | +0.11% | +5.64% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | +0.03% | +0.49% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.47% | +0.15% | +4.43% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.40% | +0.15% | +4.44% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.33% | +0.13% | -0.91% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.31% | -0.09% | +1.34% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.31% | -0.03% | +0.66% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.25% | +0.04% | +62.79% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.17% | -0.46% | +2.05% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.15% | +0.23% | -1.66% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.04% | -0.57% | +2.94% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.02% | +0.02% | -2.55% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.10% | +0.05% | |
| 25 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.98% | -0.03% | +3.65% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 0.95% | +0.05% | +0.05% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.94% | +0.29% | +1.72% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.89% | -0.07% | -0.38% | |
| 29 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.88% | -0.05% | +13.60% | |
| 30 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.87% | -0.10% | +10.06% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.86% | -0.10% | +10.48% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.85% | +0.04% | +0.48% | |
| 33 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.85% | -0.05% | +0.37% | |
| 34 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.81% | -0.05% | — | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.81% | +0.33% | -0.88% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.80% | -0.05% | +5.93% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.79% | -0.13% | -1.89% | |
| 38 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.77% | +0.07% | +0.74% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.73% | -0.12% | +2.69% | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.73% | +0.08% | +0.31% | |
| 41 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.70% | -0.09% | +14.07% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | +0.03% | +0.31% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.05% | -0.07% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.64% | +0.26% | +1.92% | |
| 45 | GVI | Ishares Intermediate Governm | ETF-Other | 0.63% | -0.05% | -3.29% | |
| 46 | DUK | Duke Energy CORP | Stock-Utilities | 0.63% | -0.09% | +2.94% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.55% | -0.01% | -6.48% | |
| 48 | TT | Trane Technologies plc | Stock-Industrials | 0.55% | +0.02% | +1.69% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.55% | — | +6.68% | |
| 50 | PNC | Pnc Financial Services Group | Stock-Financials | 0.54% | +0.03% | +3.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | +4.5% | +42.51% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.8% | -30.00% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | +13.63% | Add |
| 4 | NVDA | Nvidia CORP | +0.6% | +5.64% | Add |
| 5 | ORCL | Oracle CORP | +0.5% | -16.34% | Trim |
| 6 | AVGO | Broadcom Inc | +0.5% | -0.91% | Trim |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +62.79% | Add |
| 8 | IGV | Ishares Expanded Tech-softwa | +0.4% | +0.74% | Add |
| 9 | MSFT | Microsoft CORP | +0.3% | +0.92% | Add |
| 10 | IWV | Ishares Russell 3000 ETF | +0.3% | -3.37% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.05% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.2% | -0.01% | Add |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | +5.54% | Add |
| 14 | MKL | Markel Group Inc | +0.1% | +1.74% | Add |
| 15 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +7.06% | Add |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | +0.48% | Trim |
| 17 | CAT | Caterpillar Inc | +0.1% | +3.90% | Add |
| 18 | NSC | Norfolk Southern CORP | +0.1% | +3.65% | Add |
| 19 | AMAT | Applied Materials Inc | +0.1% | +1.92% | Add |
| 20 | SOXX | Ishares Semiconductor ETF | +0.1% | +0.68% | Add |
| 21 | SCHX | Schwab US Large-cap ETF | 0% | +0.66% | Add |
| 22 | ETN | Eaton Corporation plc | 0% | +0.05% | Trim |
| 23 | MS | Morgan Stanley | 0% | +0.31% | Trim |
| 24 | IEMG | Ishares Core Msci Emerging | 0% | +4.44% | Add |
| 25 | VGT | Vanguard Info Tech ETF | 0% | -1.66% | Trim |
| 26 | META | Meta Platforms Inc-class A | — | +1.34% | Add |
| 27 | IVV | Ishares Core S&p 500 ETF | 0% | +3.86% | Add |
| 28 | RTX | Rtx CORP | 0% | +2.69% | Trim |
| 29 | VGIT | Vanguard Intermediate-term T | 0% | +14.07% | Add |
| 30 | IJR | Ishares Core S&p Small-cap E | 0% | +4.43% | Add |
| 31 | VUSB | Vanguard Ultra Short Bond Et | 0% | +10.06% | Add |
| 32 | VGSH | Vanguard Short-term Treasury | -0.1% | +10.48% | Add |
| 33 | SCHG | Schwab US Large-cap Growth | -0.1% | -0.88% | Trim |
| 34 | TJX | Tjx Companies Inc | -0.1% | -1.89% | Trim |
| 35 | JPM | Jpmorgan Chase & Co | -0.1% | -3.04% | Trim |
| 36 | CSCO | Cisco Systems Inc | -0.1% | +1.72% | Add |
| 37 | AMZN | Amazon.com Inc | -0.2% | +0.49% | Add |
| 38 | ACWX | Ishares Msci Acwi Ex US ETF | -0.2% | -9.67% | Trim |
| 39 | XLP | Ss Consumer Staples Sel Sect | -0.3% | -17.25% | Trim |
| 40 | TGT | Target CORP | -0.3% | -9.86% | Trim |
| 41 | SHV | Ishares 0-1 Year Treasury Bo | -0.3% | -8.40% | Trim |
| 42 | ELV | Elevance Health Inc | -0.3% | +1.47% | Add |
| 43 | IJH | Ishares Core S&p Midcap ETF | -0.4% | -3.12% | Trim |
| 44 | UNH | Unitedhealth Group Inc | -0.4% | +1.96% | Trim |
| 45 | WMT | Walmart Inc | -0.4% | -2.59% | Trim |
| 46 | AAPL | Apple Inc | -0.5% | -0.86% | Trim |
| 47 | JNJ | Johnson & Johnson | -0.5% | -10.67% | Trim |
| 48 | EAGL | Eagle Capital Select Eqty | — | NEW | New buy |
| 49 | AMT | American Tower CORP | — | NEW | New buy |
| 50 | ADBE | Adobe Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Lowe Brockenbrough & Co Inc reported a total U.S. public equity portfolio value of $2.2B across 334 disclosed positions in Q3 2025.
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 IVV, ACWI, AAPL) accounted for 21.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
EAGL
市值: $17.0M
Top Position Liquidated / Trimmed
ADBE
前期市值: $6.1M
During Q3 2025, Lowe Brockenbrough & Co Inc's top holdings by market value included IVV (9.2%)、ACWI (5.0%)、AAPL (3.6%). The largest single position, IVV, represented 9.2% of total portfolio value.
In Q3 2025, Lowe Brockenbrough & Co Inc made 50 total portfolio adjustments, initiating 2 new buys, adding to 28 positions, trimming 19 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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