EDGAR LOMAX CO/VA
Sector Allocation
- Healthcare24.9%$332.5M
- Financials16.6%$221.4M
- Consumer Staples15.8%$210.8M
- Industrials12.3%$164.4M
- Utilities9.1%$122.2M
- Energy7.7%$103.3M
- Consumer Discretionary4.3%$57.6M
- Communication Services4.2%$56.7M
- Technology2.9%$38.1M
- Real Estate1.7%$22.7M
AUM History
13fpro.ai/research/fund/edgar-lomax-co-va-1013538
Conviction and streaks
Stable · top 10 = 41.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
TGT
$76.5MUNH
$74.9MCVS
$68.3MFDX
$61.9MMDLZ
$53.6MCVX
$50.7MDUK
$43.7MUSB
$42.6MGD
$41.3MSO
$39.4MNEE
$39.2MPG
$36.7MXOM.R34088
$35.1MPFE
$32.9MJNJ
$32.0MTXN
$29.4MT
$27.2MBMY
$26.6MKO
$25.2MMS
$24.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/edgar-lomax-co-va-1013538
EDGAR LOMAX CO/VA 13F holdings — Q2 2026
$1.3B portfolio (-4.6% QoQ) · 58 holdings · Q2 2026 13F · top 10 are 41% of the stock portfolio
$76.5M
5.7% of stocks
-8%This quarter-4.5%Since filed10+ qtrsHeld$74.9M
5.6% of stocks
-6%This quarter+2.9%Since filed3 qtrsHeld$68.3M
5.1% of stocks
-8%This quarter-2.6%Since filed10+ qtrsHeldAIQuality58.9#965Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$61.9M
4.6% of stocks
-8%This quarter-11.4%Since filed10+ qtrsHeld$53.6M
4.0% of stocks
-8%This quarter-0.9%Since filed10+ qtrsHeld$50.7M
3.8% of stocks
-9%This quarter+17.4%Since filed10+ qtrsHeld$43.7M
3.3% of stocks
-8%This quarter-0.0%Since filed10+ qtrsHeld$42.6M
3.2% of stocks
-8%This quarter-8.4%Since filed10+ qtrsHeld$41.3M
3.1% of stocks
-6%This quarter-9.1%Since filed10+ qtrsHeld$39.4M
2.9% of stocks
-8%This quarter-0.2%Since filed10+ qtrsHeld
All holdings — EDGAR LOMAX CO/VA (Q2 2026)
58 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | NEXTERA ENERGY INC | Utilities | $39.2M | 2.9% | 447K | -8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | PROCTER & GAMBLE Co | Consumer Staples | $36.7M | 2.7% | 250K | -6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | EXXON MOBIL CORP | Energy | $35.1M | 2.6% | 257K | -9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | PFIZER INC | Healthcare | $32.9M | 2.5% | 1.37M | -6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JOHNSON & JOHNSON | Healthcare | $32.0M | 2.4% | 126K | -6% | 10+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | TEXAS INSTRUMENTS INC | Technology | $29.4M | 2.2% | 99K | -8% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | AT&T INC. | Communication Services | $27.2M | 2.0% | 1.32M | -8% | 10+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BRISTOL MYERS SQUIBB CO | Healthcare | $26.6M | 2.0% | 461K | -6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | COCA COLA CO | Consumer Staples | $25.2M | 1.9% | 310K | -8% | 10+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | MORGAN STANLEY | Financials | $24.2M | 1.8% | 116K | -8% | 10+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | COMCAST CORP | Communication Services | $23.1M | 1.7% | 941K | -8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | UNION PACIFIC CORP | Industrials | $22.1M | 1.6% | 81K | -8% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | BANK OF AMERICA CORP /DE/ | Financials | $21.2M | 1.6% | 373K | -8% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | JPMORGAN CHASE & CO | Financials | $20.8M | 1.6% | 64K | -8% | 10+ qtrsTrimmed 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | STARBUCKS CORP | Consumer Discretionary | $20.8M | 1.6% | 203K | -8% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $SCHW | SCHWAB CHARLES CORP | Financials | $18.9M | 1.4% | 205K | -8% | |||
| 27 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $18.7M | 1.4% | 148K | -6% | |||
| 28 | $MRK | Merck & Co., Inc. | Healthcare | $18.5M | 1.4% | 144K | -6% | |||
| 29 | $MET | METLIFE INC | Financials | $18.3M | 1.4% | 217K | -8% | |||
| 30 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $18.2M | 1.4% | 220K | -8% | |||
| 31 | $LMT | LOCKHEED MARTIN CORP | Industrials | $18.0M | 1.4% | 35K | -6% | |||
| 32 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $17.9M | 1.3% | 240K | -8% | |||
| 33 | $COP | CONOCOPHILLIPS | Energy | $17.5M | 1.3% | 169K | -10% | |||
| 34 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $17.5M | 1.3% | 50K | -8% | |||
| 35 | $AMGN | AMGEN INC | Healthcare | $16.7M | 1.3% | 46K | -6% | |||
| 36 | $ABBV | AbbVie Inc. | Healthcare | $16.6M | 1.2% | 66K | -6% | |||
| 37 | $PEP | PEPSICO INC | Consumer Staples | $16.2M | 1.2% | 119K | -8% | |||
| 38 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $16.0M | 1.2% | 98K | -8% | |||
| 39 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $14.9M | 1.1% | 99K | New | |||
| 40 | $ABT | ABBOTT LABORATORIES | Healthcare | $14.9M | 1.1% | 165K | -6% | |||
| 41 | $BNY | Bank of New York Mellon Corp | Financials | $13.3M | 1.0% | 92K | -8% | |||
| 42 | $C | CITIGROUP INC | Financials | $12.8M | 1.0% | 92K | -8% | |||
| 43 | $GS | GOLDMAN SACHS GROUP INC | Financials | $12.3M | 0.9% | 12K | -8% | |||
| 44 | $MDT | Medtronic plc | Healthcare | $12.3M | 0.9% | 158K | -8% | |||
| 45 | $GM | General Motors Co | Consumer Discretionary | $10.1M | 0.8% | 131K | -8% | |||
| 46 | $NKE | NIKE, Inc. | Consumer Discretionary | $9.1M | 0.7% | 221K | -8% | |||
| 47 | $ACN | Accenture plc | Technology | $8.7M | 0.7% | 70K | -8% | |||
| 48 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $6.8M | 0.5% | 30K | -8% | |||
| 49 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $6.1M | 0.5% | 57K | -8% | |||
| 50 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $5.8M | 0.4% | 138K | -8% | |||
| 51 | — | ISHARES TR S&P500/VALUE INDEX - COM | — | $4.7M | 0.3% | 21K | — | |||
| 52 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $2.6M | 0.2% | 37K | — | |||
| 53 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.4M | 0.2% | 3,150 | — | |||
| 54 | — | SCHWAB CAP TR S&P 500IDX SEL - ETF | — | $804K | 0.1% | 42K | — | |||
| 55 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.1% | 1 | — | |||
| 56 | $VSNT | Versant Media Group, Inc. | Communication Services | $541K | 0.0% | 15K | -9% | |||
| 57 | $BHP | BHP Group Ltd | Materials | $212K | 0.0% | 5,155 | New | |||
| 58 | $HMC | HONDA MOTOR CO LTD | Consumer Discretionary | $139K | 0.0% | 15K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 2 new, 0 added to, 50 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (2)
Added to (0)
No positions added to this quarter.
Trimmed (50)
now $76.5M · held 10+ qtrs
now $68.3M · held 10+ qtrs, 5 trims in a row
now $61.9M · held 10+ qtrs
now $50.7M · held 10+ qtrs
now $74.9M · held 3 qtrs
now $53.6M · held 10+ qtrs
+44 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F EDGAR LOMAX CO/VA has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow EDGAR LOMAX?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of EDGAR LOMAX's top 20 holdings: 64/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-1.7%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 41% over the last 4
Top 10 weight
41%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
82%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
EDGAR LOMAX CO/VA disclosed 58 positions worth $1.3B in its Form 13F-HR for Q2 2026, led by $TGT (TARGET CORP) at 5.7% of the equity portfolio, followed by $UNH and $CVS. During the quarter the fund opened 2 new positions and exited 0 — including a new stake in $FDXF. The portfolio is most concentrated in Healthcare (24.9% of disclosed assets). All figures are sourced directly from EDGAR LOMAX CO/VA’s Form 13F-HR filing with the SEC under CIK 1013538.
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AI-Powered Hedge Fund Analysis: EDGAR LOMAX CO/VA
13F Pro is an AI hedge fund tracker and stock research platform. For EDGAR LOMAX CO/VA (SEC CIK: 1013538), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in EDGAR LOMAX CO/VA's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.