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| The Edgar Lomax Company
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|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001013538 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Target Corp | 76.7 | ||
| Fedex Corp | 76.2 | ||
| Chevron Corp | 69.2 | ||
| Kraft Foods Inc | 58.0 | ||
| UnitedHealth Group Inc | 51.8 | ||
| CVS Caremark Corp | 51.4 | ||
| Duke Energy Corp | 49.2 | ||
| FPL Group Inc | 45.2 | ||
| Southern Co | 43.2 | ||
| General Dynamics Corp | 42.5 | ||
| AT&T Inc | 41.6 | ||
| Pfizer Inc | 40.7 | ||
| US Bancorp de | 40.0 | ||
| Procter & Gamble Co | 38.4 | ||
| Johnson & Johnson | 32.6 | ||
| Bristol Myers Squibb Co | 29.7 | ||
| Comcast Corp | 29.4 | ||
| Coca Cola Co | 25.7 | ||
| Conocophillips | 24.7 | ||
| Lockheed Martin Corp | 22.7 | ||
| Gilead Sciences Inc | 21.8 | ||
| Union Pacific Corp | 21.4 | ||
| Schwab Charles Corp | 21.0 | ||
| Texas Instruments Inc | 20.9 | ||
| Morgan Stanley | 20.7 | ||
| J P Morgan Chase & Co | 20.4 | ||
| PepsiCo Inc | 20.2 | ||
| Starbucks Corp | 19.9 | ||
| Bank of America Corp /DE/ | 19.8 | ||
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| AUM Breakdown | Accounts | AUM ($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
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|
MO | 1.4 |
|
True Private Wealth Advisors LLC
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OR | 1.4 |
|
Nottingham Advisors Inc
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NY | 1.4 |
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Ironsides Asset Advisors LLC
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NC | 1.4 |
|
MBL Wealth LLC
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NC | 1.4 |
|
Revolve Wealth Partners LLC
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NJ | 1.4 |
|
Fourstar Wealth Advisors LLC
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IL | 1.4 |
|
Virtus Advisers LLC
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|
CT | 1.4 |
|
AA Financial Advisors LLC
✚
|
OH | 1.4 |