|
⚲
|
| The Edgar Lomax Company
✚
|
|
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001013538 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| CVS Caremark Corp | 83.2 | |
| Verizon Communications Inc | 76.9 | |
| International Business Machines Corp | 68.5 | |
| Kraft Foods Inc | 67.5 | |
| Coca Cola Co | 67.2 | |
| Johnson & Johnson | 67.1 | |
| AT&T Inc | 64.4 | |
| Merck & Co Inc | 57.4 | |
| Fedex Corp | 57.3 | |
| Citigroup Inc | 54.7 | |
| Target Corp | 51.3 | |
| Morgan Stanley | 50.7 | |
| Cisco Systems Inc | 44.3 | |
| Duke Energy Corp | 43.3 | |
| General Dynamics Corp | 41.7 | |
| Chevron Corp | 39.4 | |
| Amgen Inc | 36.4 | |
| Exxon Mobil Corp | 34.3 | |
| McDonalds Corp | 29.8 | |
| Medtronic Holdings Ltd | 29.4 | |
| Southern Co | 29.3 | |
| J P Morgan Chase & Co | 28.8 | |
| Capital One Financial Corp | 28.3 | |
| 3M Co | 28.1 | |
| Procter & Gamble Co | 27.6 | |
| Bank of America Corp /DE/ | 25.6 | |
| Gilead Sciences Inc | 25.2 | |
| MetLife Inc | 23.3 | |
| Qualcomm Inc/DE | 22.8 | |
| Union Pacific Corp | 22.1 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($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
✚
|
OH | 1.7 |
|
Rockbridge Investment Management LLC
✚
|
NY | 1.7 |
|
Fidelis Capital Partners LLC
✚
|
FL | 1.7 |
|
Wealhouse Capital Limited Partnership
✚
|
1.7 | |
|
Slatestone Wealth LLC
✚
|
FL | 1.7 |
|
Nottingham Advisors Inc
✚
|
NY | 1.7 |
|
Hudson Valley Investment Advisors Inc
✚
|
NY | 1.7 |
|
SLK Private Wealth Management LLC
✚
|
CA | 1.6 |
|
Kanawha Capital Management LLC
✚
|
VA | 1.6 |
|
Cahaba Wealth Management Inc
✚
|
GA | 1.6 |