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| Happy Holidays!! thanks for using AUM13F!! |
| The Edgar Lomax Company
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| CRD # | 105444 |
| SEC # | 801-19358 |
| CIK # | 0001013538 |
| AUM | $1.7 B (2025-03-18) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 703-719-0026 |
| Address | 5971 Kingstowne Village Parkway Alexandria, VA 22315 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CVS Caremark Corp | 83.2 | ||
| Verizon Communications Inc | 76.9 | ||
| International Business Machines Corp | 68.5 | ||
| Kraft Foods Inc | 67.5 | ||
| Coca Cola Co | 67.2 | ||
| Johnson & Johnson | 67.1 | ||
| AT&T Inc | 64.4 | ||
| Merck & Co Inc | 57.4 | ||
| Fedex Corp | 57.3 | ||
| Citigroup Inc | 54.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 18.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 92.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 355.9 |
| (h) Charitable organizations | 5 | 55.0 |
| (i) State or municipal government entities | 14 | 1,070.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 61.3 |
| (n) Other | 0 | 0.0 |
| Total | 37 | 1,652.5 |
| By Discretionary | ||
| Discretionary | 37 | 1,652.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 37 | 1,652.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,652.5 | |
| Total | 37 | 1,652.5 |
| Limited Partners | 2011 - 2025 |
|---|---|
| New York State and Local Retirement System |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001013538] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oak Associates Ltd
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OH | 1.7 |
|
Rockbridge Investment Management LLC
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NY | 1.7 |
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Fidelis Capital Partners LLC
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FL | 1.7 |
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Wealhouse Capital Limited Partnership
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1.7 | |
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Slatestone Wealth LLC
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FL | 1.7 |
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Nottingham Advisors Inc
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NY | 1.7 |
|
Hudson Valley Investment Advisors Inc
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NY | 1.7 |
|
SLK Private Wealth Management LLC
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|
CA | 1.6 |
|
Kanawha Capital Management LLC
✚
|
VA | 1.6 |
|
Cahaba Wealth Management Inc
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|
GA | 1.6 |