EDGAR LOMAX CO/VA

CIK

1013538

Location

KINGSTOWNE, VA

Portfolio Value

Mid $1,332,016,769

Diversification

Diversified

Filing Date

Global Rank

#1,655 / 8,618 ▼ 167

Top Industry

Drug Manufacturers - General 12.2%

3Y Alpha vs SPY

-2.5%

Period ended 51 days ago

Filed Aug 13, 2026 · 7d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+65.8%

SPY

+75.8%

Annualised alpha

-2.3%

Max drawdown

−13.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

54 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.7%

+0.2 pts

Top 5

25.2%

+1.4 pts

Top 10

41.5%

+0.8 pts

HHI

282

Diversified+2

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	25.0%	$332,461,594	11
Financial Services	16.6%	$221,385,908	12
Consumer Defensive	15.8%	$210,837,529	6
Industrials	12.3%	$164,359,988	6
Utilities	9.2%	$122,220,931	3
Energy	7.8%	$103,343,199	3
Consumer Cyclical	4.3%	$57,474,275	4
Communication Services	4.3%	$56,728,107	4
Technology	2.9%	$38,105,811	2
Real Estate	1.7%	$22,747,102	2
Unclassified	0.2%	$2,352,325	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−118,110	1,316,103	$27,243,332
CMCSA	Comcast Corp	−84,525	940,810	$23,096,885
PFE	Pfizer Inc	−83,495	1,365,777	$32,887,910
MDLZ	Mondelez International, Inc.	−78,365	927,360	$53,638,502
USB	US Bancorp De	−63,210	705,056	$42,585,382
CVS	CVS HEALTH Corp	−55,440	660,520	$68,330,794
TGT	Target Corp	−47,509	585,680	$76,495,664
NEE	Nextera Energy Inc	−40,135	446,640	$39,201,592
SO	Southern Co	−36,915	411,155	$39,351,645
BAC	Bank Of America Corp /De/	−33,410	372,880	$21,246,702
DUK	Duke Energy CORP	−30,905	344,981	$43,667,694
CVX	Chevron Corp	−28,910	305,622	$50,659,902
BMY	Bristol Myers Squibb Co	−28,145	461,275	$26,578,665
KO	Coca Cola Co	−27,870	310,300	$25,218,081
XOM	ExxonMobil Holdings Corp	−24,590	257,022	$35,140,047
AIG	American International Group, Inc.	−21,530	239,670	$17,862,605
NKE	NIKE, Inc.	−19,835	220,625	$9,056,656
WFC	Wells Fargo & Company/Mn	−19,770	220,015	$18,182,039
MET	Metlife Inc	−19,430	216,815	$18,344,717
SCHW	Schwab Charles Corp	−18,400	205,215	$18,935,188
SBUX	Starbucks Corp	−18,290	203,290	$20,774,205
COP	Conocophillips	−18,105	168,750	$17,543,250
FDX	Fedex Corp	−16,222	197,808	$61,939,619
PG	PROCTER & GAMBLE Co	−15,280	250,235	$36,694,460
MDT	Medtronic plc	−14,175	157,570	$12,326,701
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
FDXF	FedEx Freight Holding Company, Inc.	98,892	$14,932,692
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

54 tracked positions · $1,332,016,769 total · filing declares 58 positions · $1,337,881,128 · as of Jun 30, 2026

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

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TGT	Target Corp Consumer Defensive	Reduced	585,680	-47,509	$76,495,664	−0.3%	5.74%
UNH	Unitedhealth Group Inc Healthcare	Reduced	180,225	-11,074	$74,906,916	+44.7%	5.62%
CVS	CVS HEALTH Corp Healthcare	Reduced	660,520	-55,440	$68,330,794	+32.9%	5.13%
FDX	Fedex Corp Industrials	Reduced	197,808	-16,222	$61,939,619	−18.7%	4.65%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	927,360	-78,365	$53,638,502	−7.5%	4.03%
CVX	Chevron Corp Energy	Reduced	305,622	-28,910	$50,659,902	−26.8%	3.80%
DUK	Duke Energy CORP Utilities	Reduced	344,981	-30,905	$43,667,694	−11.3%	3.28%
USB	US Bancorp De Financial Services	Reduced	705,056	-63,210	$42,585,382	+6.6%	3.20%
GD	General Dynamics Corp Industrials	Reduced	116,514	-7,210	$41,273,919	−2.8%	3.10%
SO	Southern Co Utilities	Reduced	411,155	-36,915	$39,351,645	−9.0%	2.95%
NEE	Nextera Energy Inc Utilities	Reduced	446,640	-40,135	$39,201,592	−13.3%	2.94%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	250,235	-15,280	$36,694,460	−4.3%	2.75%
XOM	ExxonMobil Holdings Corp Energy	Reduced	257,022	-24,590	$35,140,047	−26.5%	2.64%
PFE	Pfizer Inc Healthcare	Reduced	1,365,777	-83,495	$32,887,910	−19.2%	2.47%
JNJ	Johnson & Johnson Healthcare	Reduced	125,880	-7,665	$31,969,743	−2.1%	2.40%
TXN	Texas Instruments Inc Technology	Reduced	98,670	-8,830	$29,410,566	+40.9%	2.21%
T	At&T Inc. Communication Services	Reduced	1,316,103	-118,110	$27,243,332	−34.5%	2.05%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	461,275	-28,145	$26,578,665	−10.5%	2.00%
KO	Coca Cola Co Consumer Defensive	Reduced	310,300	-27,870	$25,218,081	−1.9%	1.89%
MS	Morgan Stanley Financial Services	Reduced	115,605	-10,370	$24,166,069	+16.6%	1.81%
CMCSA	Comcast Corp Communication Services	Reduced	940,810	-84,525	$23,096,885	−21.5%	1.73%
UNP	Union Pacific Corp Industrials	Reduced	81,125	-7,280	$22,066,000	+2.9%	1.66%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	372,880	-33,410	$21,246,702	+7.3%	1.60%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	63,662	-5,675	$20,838,482	+2.2%	1.56%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	203,290	-18,290	$20,774,205	+4.6%	1.56%
SCHW	Schwab Charles Corp Financial Services	Reduced	205,215	-18,400	$18,935,188	−9.9%	1.42%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	147,640	-9,065	$18,652,837	−14.6%	1.40%
MRK	Merck & Co., Inc. Healthcare	Reduced	143,985	-8,865	$18,502,072	+0.6%	1.39%
MET	Metlife Inc Financial Services	Reduced	216,815	-19,430	$18,344,717	+9.8%	1.38%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	220,015	-19,770	$18,182,039	−4.8%	1.37%
LMT	Lockheed Martin Corp Industrials	Reduced	35,404	-2,151	$18,036,921	−20.5%	1.35%
AIG	American International Group, Inc. Financial Services	Reduced	239,670	-21,530	$17,862,605	−9.1%	1.34%
COP	Conocophillips Energy	Reduced	168,750	-18,105	$17,543,250	−28.9%	1.32%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	49,735	-4,437	$17,540,539	−1.5%	1.32%
AMGN	Amgen Inc Healthcare	Reduced	46,233	-2,805	$16,741,893	−3.0%	1.26%
ABBV	AbbVie Inc. Healthcare	Reduced	66,103	-4,005	$16,634,158	+9.1%	1.25%
PEP	Pepsico Inc Consumer Defensive	Reduced	119,310	-10,775	$16,154,574	−20.0%	1.21%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	97,685	-8,845	$15,978,335	−13.1%	1.20%
FDXF	FedEx Freight Holding Company, Inc. Industrials	NEW	98,892	NEW	$14,932,692	NEW	1.12%
ABT	Abbott Laboratories Healthcare	Reduced	164,535	-10,070	$14,929,905	−16.7%	1.12%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	91,969	-8,235	$13,299,637	+11.9%	1.00%
C	Citigroup Inc Financial Services	Reduced	91,665	-8,165	$12,829,433	+13.3%	0.96%
GS	Goldman Sachs Group Inc Financial Services	Reduced	12,208	-1,074	$12,346,804	+9.9%	0.93%
MDT	Medtronic plc Healthcare	Reduced	157,570	-14,175	$12,326,701	−17.2%	0.93%
GM	General Motors Co Consumer Cyclical	Reduced	131,070	-11,820	$10,102,875	−5.1%	0.76%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	220,625	-19,835	$9,056,656	−28.7%	0.68%
ACN	Accenture plc Technology	Reduced	69,875	-6,205	$8,695,245	−42.4%	0.65%
SPG	Simon Property Group Inc. Real Estate	Reduced	30,265	-2,770	$6,768,767	+9.8%	0.51%
UPS	United Parcel Service Inc Industrials	Reduced	56,845	-5,030	$6,110,837	+0.4%	0.46%
VZ	Verizon Communications Inc Communication Services	Reduced	138,096	-12,415	$5,846,984	−22.6%	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.