EDGAR LOMAX CO/VA

CIK

1013538

Location

KINGSTOWNE, VA

Portfolio Value

Small $221,400,081

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

6 positions · $221,400,081 total · Consumer Defensive only · as of Mar 31, 2026

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

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%	34.66%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	1,005,725	+253,475	$57,969,989	+43.2%	26.18%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	265,515	+136,155	$38,350,986	+106.9%	17.32%
KO	Coca Cola Co Consumer Defensive	Reduced	338,170	-380,795	$25,717,828	−48.8%	11.62%
PEP	Pepsico Inc Consumer Defensive	Added	130,085	+105,115	$20,200,899	+463.7%	9.12%
MO	Altria Group, Inc. Consumer Defensive	Held	36,640	0	$2,417,873	+14.4%	1.09%