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EDGAR LOMAX COMPANY

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KINGSTOWNE VA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Edgar Lomax Company is based out of Kingstowne. Edgar Lomax Company is a large advisory firm with 37 clients and discretionary assets under management (AUM) of $1,751,390,441 (Form ADV from 2023-03-31). Their last reported 13F filing for Q4 2023 included $1,529,712,836 in managed 13F securities and a top 10 holdings concentration of 44.2%. Edgar Lomax Company's largest holding is FedEx Corporation with shares held of 379,259. Whalewisdom has at least 96 13F filings

2023-12-31

Top Buys (13F)

Name % Change
IVE iShares S&P 500 Valu 0.13%
SPY SPDR S&P 500 ETF TRU 0.01%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
FDX FedEx Corporation 6.27%
INTC Intel Corp. 4.95%
DOW Dow Inc 4.75%
GD General Dynamics Cor 4.61%
VZ Verizon Communicatio 4.46%

2023-12-31

13F Activity

Market Value $1.53b, Prior: $1.47b
New Purchases 0 stocks
Added To 2 stocks
Sold out of 0 stocks
Reduced holdings in 50 stocks
Top 10 Holdings % 44.2%
Turnover %[1] 0%
Turnover Alt %[2] 0.11%
Time Held Top 20 12.4 quarters
Time Held Top 10 6.9 quarters
Time Held All 27.33 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance