EDGAR LOMAX CO/VA
13F Reported Value
ⓘ$1.4B
Holdings
56
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
EDGAR LOMAX CO/VA disclosed 56 positions worth $1.4B in its Form 13F-HR for Q1 2026, led by $TGT (TARGET CORP) at 5.5% of the equity portfolio, followed by $FDX and $CVX. During the quarter the fund opened 4 new positions and exited 12 — including a new stake in $TXN and a full exit from $CSCO. The portfolio is most concentrated in Healthcare (22.2% of disclosed assets). All figures are sourced directly from EDGAR LOMAX CO/VA’s Form 13F-HR filing with the SEC under CIK 1013538.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 53.1#1,303
Quality
$76.7M633,189 sh - 60.3#864
Quality
$76.2M214,030 sh - 54.7#1,197
Quality
$69.2M334,532 sh - 53.9
Quality
$58.0M1,005,725 sh - 66.8
Quality
$51.8M191,299 sh - 51.3
Quality
$51.4M715,960 sh - 64.0
Quality
$49.2M375,886 sh - 61.8
Quality
$47.8M281,612 sh - 71.7
Quality
$45.2M486,775 sh - 65.1
Quality
$43.2M448,070 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TARGET CORP$TGT | 53.1#1,303 | $76.7M | 633,189 |
 FEDEX CORP$FDX | 60.3#864 | $76.2M | 214,030 |
 CHEVRON CORP$CVX | 54.7#1,197 | $69.2M | 334,532 |
 Mondelez International, Inc.$MDLZ | 53.9 | $58.0M | 1,005,725 |
 UNITEDHEALTH GROUP INC$UNH | 66.8 | $51.8M | 191,299 |
 CVS HEALTH Corp$CVS | 51.3 | $51.4M | 715,960 |
 Duke Energy CORP$DUK | 64.0 | $49.2M | 375,886 |
 EXXON MOBIL CORP$XOM | 61.8 | $47.8M | 281,612 |
 NEXTERA ENERGY INC$NEE | 71.7 | $45.2M | 486,775 |
 SOUTHERN CO$SO | 65.1 | $43.2M | 448,070 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of EDGAR LOMAX CO/VA's 56 positions.
Showing top 10 of 56 holdings.
Sector Allocation
Healthcare
$311.7M
Financials
$212.5M
Industrials
$194.8M
Consumer Staples
$144.7M
Energy
$141.7M
Utilities
$137.7M
Consumer Discretionary
$127.1M
Communication Services
$79.2M
Full Holdings — EDGAR LOMAX CO/VA (Q1 2026)
All 56 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TGT | TARGET CORP | $76.7M | 5.5% | +6% | 53.1 |
| 2 | $FDX | FEDEX CORP | $76.2M | 5.4% | +12% | 60.3 |
| 3 | $CVX | CHEVRON CORP | $69.2M | 4.9% | +55% | 54.7 |
| 4 | $MDLZ | Mondelez International, Inc. | $58.0M | 4.1% | +34% | 53.9 |
| 5 | $UNH | UNITEDHEALTH GROUP INC | $51.8M | 3.7% | +21% | 66.8 |
| 6 | $CVS | CVS HEALTH Corp | $51.4M | 3.7% | -22% | 51.3 |
| 7 | $DUK | Duke Energy CORP | $49.2M | 3.5% | +36% | 64 |
| 8 | $XOM | EXXON MOBIL CORP | $47.8M | 3.4% | +16% | 61.8 |
| 9 | $NEE | NEXTERA ENERGY INC | $45.2M | 3.2% | +108% | 71.7 |
| 10 | $SO | SOUTHERN CO | $43.2M | 3.1% | +86% | 65.1 |
| 11 |  $GD | GENERAL DYNAMICS CORP | $42.5M | 3.0% | +15% | 73 |
| 12 |  $T | AT&T INC. | $41.6M | 3.0% | -15% | 71.9 |
| 13 |  $PFE | PFIZER INC | $40.7M | 2.9% | +145% | 69 |
| 14 |  $USB | US BANCORP DE | $40.0M | 2.9% | +874% | 71.4 |
| 15 |  $PG | PROCTER & GAMBLE Co | $38.4M | 2.7% | +105% | 72.9 |
| 16 |  $JNJ | JOHNSON & JOHNSON | $32.6M | 2.3% | -22% | 72.8 |
| 17 |  $BMY | BRISTOL MYERS SQUIBB CO | $29.7M | 2.1% | +651% | 70.1 |
| 18 |  $CCZ | COMCAST CORP | $29.4M | 2.1% | +139% | 70.4 |
| 19 |  $KO | COCA COLA CO | $25.7M | 1.8% | -53% | 74 |
| 20 |  $COP | CONOCOPHILLIPS | $24.7M | 1.8% | +17% | 74.8 |
| 21 |  $LMT | LOCKHEED MARTIN CORP | $22.7M | 1.6% | -7% | 65 |
| 22 |  $GILD | GILEAD SCIENCES, INC. | $21.8M | 1.6% | -9% | 77.8 |
| 23 |  $UNP | UNION PACIFIC CORP | $21.4M | 1.5% | +21% | 74 |
| 24 |  $SCHW | SCHWAB CHARLES CORP | $21.0M | 1.5% | +12% | 77.2 |
| 25 |  $TXN | TEXAS INSTRUMENTS INC | $20.9M | 1.5% | NEW | 70.4 |
| 26 |  $MS | MORGAN STANLEY | $20.7M | 1.5% | -54% | — |
| 27 |  $JPM | JPMORGAN CHASE & CO | $20.4M | 1.4% | -8% | 35.6 |
| 28 |  $PEP | PEPSICO INC | $20.2M | 1.4% | +421% | 62.7 |
| 29 |  $SBUX | STARBUCKS CORP | $19.9M | 1.4% | NEW | 54.6 |
| 30 |  $BAC | BANK OF AMERICA CORP /DE/ | $19.8M | 1.4% | -1% | 68.4 |
| 31 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $19.7M | 1.4% | +12% | 59.5 |
| 32 |  $WFC | WELLS FARGO & COMPANY/MN | $19.1M | 1.4% | +74% | — |
| 33 |  $MRK | Merck & Co., Inc. | $18.4M | 1.3% | -57% | 70.9 |
| 34 |  $AMT | AMERICAN TOWER CORP /MA/ | $18.4M | 1.3% | +419% | 69.8 |
| 35 |  $ABT | ABBOTT LABORATORIES | $17.9M | 1.3% | +67% | 67 |
| 36 |  $HD | HOME DEPOT, INC. | $17.8M | 1.3% | NEW | 69.2 |
| 37 |  $AMGN | AMGEN INC | $17.3M | 1.2% | -50% | 79.5 |
| 38 |  $MET | METLIFE INC | $16.7M | 1.2% | +8% | 73.9 |
| 39 |  $ABBV | AbbVie Inc. | $15.2M | 1.1% | +236% | 59.3 |
| 40 |  $ACN | Accenture plc | $15.1M | 1.1% | +2% | — |
| 41 |  $MDT | Medtronic plc | $14.9M | 1.1% | -33% | — |
| 42 |  $NKE | NIKE, Inc. | $12.7M | 0.9% | +10% | 53.4 |
| 43 |  $__PARK_1390777 | Bank of New York Mellon Corp | $11.9M | 0.8% | -21% | 36.7 |
| 44 |  $C | CITIGROUP INC | $11.3M | 0.8% | -62% | 54.8 |
| 45 |  $GS | GOLDMAN SACHS GROUP INC | $11.2M | 0.8% | -22% | — |
| 46 |  $GM | General Motors Co | $10.6M | 0.8% | -21% | 58.7 |
| 47 |  $VZ | VERIZON COMMUNICATIONS INC | $7.6M | 0.5% | -78% | 71.6 |
| 48 |  $SPG | SIMON PROPERTY GROUP INC. | $6.2M | 0.4% | -28% | 76.9 |
| 49 |  $UPS | UNITED PARCEL SERVICE INC | $6.1M | 0.4% | -61% | 58.2 |
| 50 | — | ISHARES TR S&P500/VALUE INDEX | $4.4M | 0.3% | -25% | — |
| 51 |  $MO | ALTRIA GROUP, INC. | $2.4M | 0.2% | +0% | 72.1 |
| 52 |  $SPY | SPDR S&P 500 ETF TRUST | $2.0M | 0.1% | +0% | — |
| 53 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.1% | +0% | 64.5 |
| 54 | — | SCHWAB CAP TR S&P 500IDX SEL | $697,579 | 0.1% | -14% | — |
| 55 |  $VSNT | Versant Media Group, Inc. | $610,090 | 0.0% | NEW | — |
| 56 |  $HMC | HONDA MOTOR CO LTD | $120,936 | 0.0% | +35% | — |
New Positions (4)
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