Edgar Lomax Co/va is an investment fund managing more than $1.53 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.
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 $1.53 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.
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.
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.
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.
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.
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 | |||