|
⚲
|
| The Edgar Lomax Company
✚
|
|
|---|---|
| CRD # | 105444 |
| SEC # | 801-19358 |
| CIK # | 0001013538 |
| AUM | $1.4 B (2026-03-13) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 703-719-0026 |
| Address | 5971 Kingstowne Village Parkway Alexandria, VA 22315 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Target Corp | 76.7 | ||
| Fedex Corp | 76.2 | ||
| Chevron Corp | 69.2 | ||
| Kraft Foods Inc | 58.0 | ||
| UnitedHealth Group Inc | 51.8 | ||
| CVS Caremark Corp | 51.4 | ||
| Duke Energy Corp | 49.2 | ||
| FPL Group Inc | 45.2 | ||
| Southern Co | 43.2 | ||
| General Dynamics Corp | 42.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 20.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 102.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 402.1 |
| (h) Charitable organizations | 5 | 56.9 |
| (i) State or municipal government entities | 13 | 769.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 72.5 |
| (n) Other | 0 | 0.0 |
| Total | 36 | 1,424.0 |
| By Discretionary | ||
| Discretionary | 36 | 1,424.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 36 | 1,424.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,424.0 | |
| Total | 36 | 1,424.0 |
| Limited Partners | 2011 - 2026 |
|---|---|
| New York State and Local Retirement System |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001013538] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
1832 Asset Management US Inc
✚
|
1.4 | |
|
Anderson Hoagland & Co
✚
|
MO | 1.4 |
|
True Private Wealth Advisors LLC
✚
|
OR | 1.4 |
|
Nottingham Advisors Inc
✚
|
NY | 1.4 |
|
Ironsides Asset Advisors LLC
✚
|
NC | 1.4 |
|
MBL Wealth LLC
✚
|
NC | 1.4 |
|
Revolve Wealth Partners LLC
✚
|
NJ | 1.4 |
|
Fourstar Wealth Advisors LLC
✚
|
IL | 1.4 |
|
Virtus Advisers LLC
✚
|
CT | 1.4 |
|
AA Financial Advisors LLC
✚
|
OH | 1.4 |