EDGAR LOMAX CO/VA

CIK

1013538

Location

KINGSTOWNE, VA

Portfolio Value

Mid $1,395,961,833

Diversification

Diversified

Filing Date

Global Rank

#1,224 / 8,232 ▲ 171

Top Industry

Drug Manufacturers - General 12.6%

3Y Alpha vs SPY

-1.5%

Period ended 2 months ago

Filed May 12, 2026 · 33d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+70.0%

SPY

+76.3%

Annualised alpha

-1.5%

Max drawdown

−13.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

52 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.5%

−0.0 pts

Top 5

23.8%

+1.7 pts

Top 10

40.7%

+3.0 pts

HHI

280

Diversified+26

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	22.3%	$311,742,970	11
Consumer Defensive	15.9%	$221,400,081	6
Financial Services	15.2%	$211,804,552	11
Industrials	12.1%	$168,931,705	5
Energy	10.1%	$141,657,821	3
Utilities	9.9%	$137,677,890	3
Communication Services	5.7%	$79,180,942	4
Consumer Cyclical	4.4%	$61,014,383	4
Technology	2.6%	$35,955,953	2
Real Estate	1.8%	$24,546,965	2
Unclassified	0.1%	$2,048,571	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+856,970	1,449,272	$40,695,557
USB	US Bancorp De	+689,350	768,266	$39,957,514
CMCSA	Comcast Corp	+595,670	1,025,335	$29,437,367
BMY	Bristol Myers Squibb Co	+424,210	489,420	$29,683,323
MDLZ	Mondelez International, Inc.	+253,475	1,005,725	$57,969,989
NEE	Nextera Energy Inc	+252,890	486,775	$45,211,662
SO	Southern Co	+207,375	448,070	$43,247,716
PG	PROCTER & GAMBLE Co	+136,155	265,515	$38,350,986
CVX	Chevron Corp	+118,380	334,532	$69,214,670
PEP	Pepsico Inc	+105,115	130,085	$20,200,899
WFC	Wells Fargo & Company/Mn	+101,990	239,785	$19,089,283
DUK	Duke Energy CORP	+98,725	375,886	$49,218,512
AMT	American Tower Corp /Ma/	+85,990	106,530	$18,384,947
ABT	Abbott Laboratories	+70,010	174,605	$17,926,695
ABBV	AbbVie Inc.	+49,260	70,108	$15,247,788
XOM	Exxon Mobil Corp	+38,450	281,612	$47,778,291
TGT	Target Corp	+35,584	633,189	$76,742,506
UNH	Unitedhealth Group Inc	+32,649	191,299	$51,763,596
AIG	American International Group, Inc.	+28,055	261,200	$19,655,300
COP	Conocophillips	+27,040	186,855	$24,664,860
SCHW	Schwab Charles Corp	+24,155	223,615	$21,015,337
FDX	Fedex Corp	+23,460	214,030	$76,233,205
NKE	NIKE, Inc.	+22,155	240,460	$12,701,097
MET	Metlife Inc	+16,835	236,245	$16,707,246
GD	General Dynamics Corp	+16,250	123,724	$42,464,551
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	−538,770	150,511	$7,555,652
KO	Coca Cola Co	−380,795	338,170	$25,717,828
T	At&T Inc.	−250,260	1,434,213	$41,577,834
MRK	Merck & Co., Inc.	−205,645	152,850	$18,386,326
CVS	CVS HEALTH Corp	−196,740	715,960	$51,420,247
C	Citigroup Inc	−162,860	99,830	$11,321,720
MS	Morgan Stanley	−146,335	125,975	$20,731,705
UPS	United Parcel Service Inc	−98,675	61,875	$6,087,262
MDT	Medtronic plc	−83,355	171,745	$14,881,704
AMGN	Amgen Inc	−48,957	49,038	$17,254,020
GM	General Motors Co	−38,870	142,890	$10,645,305
JNJ	Johnson & Johnson	−38,450	133,545	$32,643,739
BNY	Bank of New York Mellon Corp	−25,880	100,204	$11,887,200
GILD	Gilead Sciences, Inc.	−14,625	156,705	$21,839,975
SPG	Simon Property Group Inc.	−13,010	33,035	$6,162,018
JPM	Jpmorgan Chase & Co	−5,758	69,337	$20,396,171
GS	Goldman Sachs Group Inc	−3,678	13,282	$11,236,439
LMT	Lockheed Martin Corp	−2,880	37,555	$22,697,866
BAC	Bank Of America Corp /De/	−2,845	406,290	$19,806,637
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
TXN	Texas Instruments Inc	107,500	$20,870,050
SBUX	Starbucks Corp	221,580	$19,851,352
HD	Home Depot, Inc.	54,172	$17,816,629
VSNT	Versant Media Group, Inc.	16,480	$610,089
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
CSCO	Cisco Systems, Inc.	483,478	$37,242,310
COF	Capital One Financial Corp	100,685	$24,402,016
MCD	Mcdonalds Corp	77,270	$23,616,030
MMM	3M Co	139,535	$22,339,553
QCOM	Qualcomm Inc/De	108,185	$18,505,044
AXP	American Express Co	32,455	$12,006,727
CAT	Caterpillar Inc	11,520	$6,599,462
F	Ford Motor Co	381,820	$5,009,478
KHC	Kraft Heinz Co	121,995	$2,958,378
DOW	Dow Inc.	93,485	$2,185,679
HSBC	Hsbc Holdings PLC	12,845	$1,010,516
IBM	International Business Machines Corp	1,095	$324,349
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 positions · $1,395,961,833 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TGT	Target Corp Consumer Defensive	Added	633,189	+35,584	$76,742,506	+31.4%	5.50%
FDX	Fedex Corp Industrials	Added	214,030	+23,460	$76,233,205	+38.5%	5.46%
CVX	Chevron Corp Energy	Added	334,532	+118,380	$69,214,670	+110.1%	4.96%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	1,005,725	+253,475	$57,969,989	+43.2%	4.15%
UNH	Unitedhealth Group Inc Healthcare	Added	191,299	+32,649	$51,763,596	−1.2%	3.71%
CVS	CVS HEALTH Corp Healthcare	Reduced	715,960	-196,740	$51,420,247	−29.0%	3.68%
DUK	Duke Energy CORP Utilities	Added	375,886	+98,725	$49,218,512	+51.5%	3.53%
XOM	Exxon Mobil Corp Energy	Added	281,612	+38,450	$47,778,291	+63.3%	3.42%
NEE	Nextera Energy Inc Utilities	Added	486,775	+252,890	$45,211,662	+140.8%	3.24%
SO	Southern Co Utilities	Added	448,070	+207,375	$43,247,716	+106.1%	3.10%
GD	General Dynamics Corp Industrials	Added	123,724	+16,250	$42,464,551	+17.4%	3.04%
T	At&T Inc. Communication Services	Reduced	1,434,213	-250,260	$41,577,834	−0.6%	2.98%
PFE	Pfizer Inc Healthcare	Added	1,449,272	+856,970	$40,695,557	+175.9%	2.92%
USB	US Bancorp De Financial Services	Added	768,266	+689,350	$39,957,514	+848.9%	2.86%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	265,515	+136,155	$38,350,986	+106.9%	2.75%
JNJ	Johnson & Johnson Healthcare	Reduced	133,545	-38,450	$32,643,739	−8.3%	2.34%
BMY	Bristol Myers Squibb Co Healthcare	Added	489,420	+424,210	$29,683,323	+743.9%	2.13%
CMCSA	Comcast Corp Communication Services	Added	1,025,335	+595,670	$29,437,367	+144.6%	2.11%
KO	Coca Cola Co Consumer Defensive	Reduced	338,170	-380,795	$25,717,828	−48.8%	1.84%
COP	Conocophillips Energy	Added	186,855	+27,040	$24,664,860	+64.9%	1.77%
LMT	Lockheed Martin Corp Industrials	Reduced	37,555	-2,880	$22,697,866	+16.1%	1.63%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	156,705	-14,625	$21,839,975	+3.9%	1.56%
UNP	Union Pacific Corp Industrials	Added	88,405	+15,640	$21,448,821	+27.4%	1.54%
SCHW	Schwab Charles Corp Financial Services	Added	223,615	+24,155	$21,015,337	+5.5%	1.51%
TXN	Texas Instruments Inc Technology	NEW	107,500	NEW	$20,870,050	NEW	1.50%
MS	Morgan Stanley Financial Services	Reduced	125,975	-146,335	$20,731,705	−57.1%	1.49%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	69,337	-5,758	$20,396,171	−15.7%	1.46%
PEP	Pepsico Inc Consumer Defensive	Added	130,085	+105,115	$20,200,899	+463.7%	1.45%
SBUX	Starbucks Corp Consumer Cyclical	NEW	221,580	NEW	$19,851,352	NEW	1.42%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	406,290	-2,845	$19,806,637	−12.0%	1.42%
AIG	American International Group, Inc. Financial Services	Added	261,200	+28,055	$19,655,300	−1.5%	1.41%
WFC	Wells Fargo & Company/Mn Financial Services	Added	239,785	+101,990	$19,089,283	+48.6%	1.37%
MRK	Merck & Co., Inc. Healthcare	Reduced	152,850	-205,645	$18,386,326	−51.3%	1.32%
AMT	American Tower Corp /Ma/ Real Estate	Added	106,530	+85,990	$18,384,947	+409.8%	1.32%
ABT	Abbott Laboratories Healthcare	Added	174,605	+70,010	$17,926,695	+36.8%	1.28%
HD	Home Depot, Inc. Consumer Cyclical	NEW	54,172	NEW	$17,816,629	NEW	1.28%
AMGN	Amgen Inc Healthcare	Reduced	49,038	-48,957	$17,254,020	−46.2%	1.24%
MET	Metlife Inc Financial Services	Added	236,245	+16,835	$16,707,246	−3.5%	1.20%
ABBV	AbbVie Inc. Healthcare	Added	70,108	+49,260	$15,247,788	+220.1%	1.09%
ACN	Accenture plc Technology	Added	76,080	+1,425	$15,085,903	−24.7%	1.08%
MDT	Medtronic plc Healthcare	Reduced	171,745	-83,355	$14,881,704	−39.3%	1.07%
NKE	NIKE, Inc. Consumer Cyclical	Added	240,460	+22,155	$12,701,097	−8.7%	0.91%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	100,204	-25,880	$11,887,200	−18.8%	0.85%
C	Citigroup Inc Financial Services	Reduced	99,830	-162,860	$11,321,720	−63.1%	0.81%
GS	Goldman Sachs Group Inc Financial Services	Reduced	13,282	-3,678	$11,236,439	−24.6%	0.80%
GM	General Motors Co Consumer Cyclical	Reduced	142,890	-38,870	$10,645,305	−28.0%	0.76%
VZ	Verizon Communications Inc Communication Services	Reduced	150,511	-538,770	$7,555,652	−73.1%	0.54%
SPG	Simon Property Group Inc. Real Estate	Reduced	33,035	-13,010	$6,162,018	−27.7%	0.44%
UPS	United Parcel Service Inc Industrials	Reduced	61,875	-98,675	$6,087,262	−61.8%	0.44%
MO	Altria Group, Inc. Consumer Defensive	Held	36,640	0	$2,417,873	+14.4%	0.17%