Edgar Lomax Co/va 13F annual report
Edgar Lomax Co/va is an investment fund managing more than $1.54 trillion ran by Thomas Murray. There are currently 65 companies in Mr. Murray’s portfolio. The largest investments include Fedex Corp Com and Verizon Communications Com, together worth $164 billion.
$1.54 trillion Assets Under Management (AUM)
As of 6th August 2024, Edgar Lomax Co/va’s top holding is 291,500 shares of Fedex Corp Com currently worth over $87.4 billion and making up 5.7% of the portfolio value.
In addition, the fund holds 1,861,331 shares of Verizon Communications Com worth $76.8 billion.
The third-largest holding is International Business Machine worth $64.8 billion and the next is Coca Cola Co Com worth $58.3 billion, with 915,290 shares owned.
Currently, Edgar Lomax Co/va's portfolio is worth at least $1.54 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Edgar Lomax Co/va
The Edgar Lomax Co/va office and employees reside in Kingstowne, Virginia. According to the last 13-F report filed with the SEC, Thomas Murray serves as the Chief Operating Officer at Edgar Lomax Co/va.
Recent trades
In the most recent 13F filing, Edgar Lomax Co/va revealed that it had opened a new position in
Coca Cola Co Com and bought 915,290 shares worth $58.3 billion.
The investment fund also strengthened its position in Verizon Communications Com by buying
53,259 additional shares.
This makes their stake in Verizon Communications Com total 1,861,331 shares worth $76.8 billion.
On the other hand, there are companies that Edgar Lomax Co/va is getting rid of from its portfolio.
Edgar Lomax Co/va closed its position in Intel Corp Com on 13th August 2024.
It sold the previously owned 1,505,587 shares for $75.7 billion.
Thomas Murray also disclosed a decreased stake in Fedex Corp Com by 0.2%.
This leaves the value of the investment at $87.4 billion and 291,500 shares.
One of the largest hedge funds
The two most similar investment funds to Edgar Lomax Co/va are Efficient Advisors and Alua Capital Management L.P.. They manage $1.54 trillion and $1.55 trillion respectively.
Thomas Murray investment strategy
Edgar Lomax Co/va’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Finance — making up 9.5% of
the total portfolio value.
The fund focuses on investments in the United States as
36.9% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
32% of the total holdings value.
On the other hand, small-cap stocks make up only 6.2% of the portfolio.
The average market cap of the portfolio companies is close to $169 billion.
The complete list of Edgar Lomax Co/va trades based on 13F SEC filings
These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Fedex Corp Com |
23.14%
291,500
|
$87,403,360,000 | 5.66% |
| Verizon Communications Com |
2.95%
1,861,331
|
$76,761,290,000 | 4.97% |
| Intel Corp Com |
Closed
1,505,587
|
$75,655,747,000 | |
| International Business Machine |
50.26%
374,617
|
$64,790,010,000 | 4.20% |
| Coca Cola Co Com |
Opened
915,290
|
$58,258,208,000 | 3.77% |
| Cisco Sys Inc Com |
6.25%
1,176,343
|
$55,888,056,000 | 3.62% |
| Chevron Corp New Com |
12.12%
356,217
|
$55,719,463,000 | 3.61% |
| Cvs Health Corp Com |
61.48%
914,680
|
$54,021,001,000 | 3.50% |
| Exxon Mobil Corp. |
27.98%
460,527
|
$53,015,868,000 | 3.44% |
| AMGEN Inc. |
35.09%
146,715
|
$45,841,102,000 | 2.97% |
| Emerson Elec Co Com |
Closed
439,638
|
$42,789,967,000 | |
| Citigroup Inc |
252.27%
670,120
|
$42,525,815,000 | 2.76% |
| Dow Inc |
39.95%
795,610
|
$42,207,110,000 | 2.73% |
| Pfizer Inc. |
57.34%
1,492,125
|
$41,749,657,000 | 2.71% |
| Goldman Sachs Group Com |
16.79%
88,775
|
$40,154,708,000 | 2.60% |
| Exelon Corp Com |
23.62%
1,151,641
|
$39,858,295,000 | 2.58% |
| Bank New York Mellon Com |
251.29%
661,449
|
$39,614,181,000 | 2.57% |
| Simon Ppty Group Inc N Com |
229.45%
241,505
|
$36,660,459,000 | 2.38% |
| General Dynamics Corp Com |
53.86%
125,389
|
$36,380,364,000 | 2.36% |
| Ford Mtr Co |
284.85%
2,825,255
|
$35,428,698,000 | 2.30% |
| Texas Instrs Inc Com |
18.19%
158,970
|
$30,924,434,000 | 2.00% |
| Johnson & Johnson Com |
112.37%
207,840
|
$30,377,894,000 | 1.97% |
| Merck & Co Inc |
Closed
277,069
|
$30,206,062,000 | |
| American Express Co. |
25.91%
127,730
|
$29,575,881,000 | 1.92% |
| Wells Fargo & Co. |
240.40%
485,655
|
$28,843,050,000 | 1.87% |
| JPMorgan Chase & Co. |
60.28%
136,540
|
$27,616,580,000 | 1.79% |
| Caterpillar Inc Del Com |
22.57%
80,823
|
$26,922,141,000 | 1.74% |
| Medtronic Plc Shs |
2.67%
328,775
|
$25,877,880,000 | 1.68% |
| Lowes Cos Inc Com |
Opened
107,295
|
$23,654,256,000 | 1.53% |
| Kraft Heinz Co Com |
247.53%
731,865
|
$23,580,690,000 | 1.53% |
| Qualcomm, Inc. |
28.82%
114,220
|
$22,750,340,000 | 1.47% |
| Walmart Inc |
Opened
314,680
|
$21,306,983,000 | 1.38% |
| Conocophillips Com |
24.52%
176,335
|
$20,169,197,000 | 1.31% |
| Rtx Corporation Com |
15.98%
193,675
|
$19,443,033,000 | 1.26% |
| Procter & Gamble Co Com |
3.24%
112,905
|
$18,620,293,000 | 1.21% |
| Danaher Corp Del Com |
Opened
70,390
|
$17,586,941,000 | 1.14% |
| NextEra Energy Inc |
Opened
240,260
|
$17,012,811,000 | 1.10% |
| Morgan Stanley |
1.51%
172,240
|
$16,740,006,000 | 1.08% |
| Broadcom Inc. |
Closed
14,972
|
$16,712,495,000 | |
| Honeywell Intl Inc Com |
Closed
79,149
|
$16,598,337,000 | |
| The Southern Co. |
51.57%
208,135
|
$16,145,032,000 | 1.05% |
| Ge Aerospace Com New |
Opened
100,880
|
$16,036,894,000 | 1.04% |
| Unitedhealth Group Inc |
5.29%
30,845
|
$15,708,125,000 | 1.02% |
| Walgreens Boots Alliance Inc |
37.88%
1,266,725
|
$15,321,039,000 | 0.99% |
| Duke Energy Corp Com |
67.88%
150,571
|
$15,091,731,000 | 0.98% |
| Mondelez International Inc. |
Opened
228,315
|
$14,940,934,000 | 0.97% |
| Capital One Finl Corp Com |
Opened
98,025
|
$13,571,561,000 | 0.88% |
| AT&T Inc. |
19.75%
627,718
|
$11,995,691,000 | 0.78% |
| Comcast Corp New Cl A |
19.91%
293,510
|
$11,493,852,000 | 0.74% |
| Abbvie Inc. Com |
29.85%
66,878
|
$11,470,915,000 | 0.74% |
| MetLife, Inc. |
Opened
159,155
|
$11,171,089,000 | 0.72% |
| Target Corp Com |
Opened
73,975
|
$10,951,259,000 | 0.71% |
| 3m Co Com |
74.24%
96,565
|
$9,867,977,000 | 0.64% |
| Us Bancorp Del Com New |
23.63%
243,396
|
$9,662,821,000 | 0.63% |
| United Parcel Service, Inc. |
41.58%
67,170
|
$9,192,214,000 | 0.60% |
| Gilead Sciences, Inc. |
30.11%
129,980
|
$8,917,928,000 | 0.58% |
| Bristol-Myers Squibb Co. |
74.23%
202,565
|
$8,412,524,000 | 0.55% |
| American International Group Inc |
79.80%
81,515
|
$6,051,674,000 | 0.39% |
| Home Depot, Inc. |
Opened
15,985
|
$5,502,676,000 | 0.36% |
| Ge Vernova Inc Com |
Opened
25,191
|
$4,320,508,000 | 0.28% |
| Ishares Tr S&p500/value Index |
35.46%
19,125
|
$3,480,941,000 | 0.23% |
| Altria Group Inc. |
8.47%
46,440
|
$2,115,342,000 | 0.14% |
| Standard & Poor's Depositary R |
No change
3,368
|
$1,832,933,000 | 0.12% |
| Solventum Corp Com Shs |
Opened
24,078
|
$1,273,245,000 | 0.08% |
| Berkshire Hathaway Inc. |
No change
1
|
$612,241,000 | 0.04% |
| Schwab Cap Tr S&p 500idx Sel |
8.40%
7,191
|
$605,882,000 | 0.04% |
| HSBC Holdings plc |
Closed
15,380
|
$124,599,000 | |
| Banco Bilbao Vizcaya Argentari |
Opened
11,310
|
$113,360,000 | 0.01% |
| Honda Motor Co Ltd |
20.45%
10,500
|
$112,272,000 | 0.01% |
| Barclays plc |
Closed
47,220
|
$92,569,000 | |
| Panasonic Hldgs Co |
No change
11,300
|
$92,516,000 | 0.01% |
| Banco Santander Sa |
Opened
10,940
|
$50,775,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 72 holdings | |||
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