EdgeMarket › What Edgar Lomax Co/Va reported owning

What Edgar Lomax Co/Va reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.4B

Positions

56

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
TGT
TARGET CORP
76.7M5.5%633.2K165.44+67.6%
FDX
FEDEX CORP
76.2M5.4%214.0K325.08+43.1%
CVX
CHEVRON CORP
69.2M4.9%334.5K205.27+34.0%
MDLZ
Mondelez International, Inc.
58.0M4.1%1.0M64.45+2.0%
UNH
UNITEDHEALTH GROUP INC
51.8M3.7%191.3K390.11+30.1%
CVS
CVS HEALTH Corp
51.4M3.7%716.0K93.02+31.3%
DUK
Duke Energy CORP
49.2M3.5%375.9K119.85-3.7%
XOM
ExxonMobil Holdings Corp
47.8M3.4%281.6K165.11+52.1%
NEE
NEXTERA ENERGY INC
45.2M3.2%486.8K83.65+9.8%
SO
SOUTHERN CO
43.2M3.1%448.1K88.94-6.3%
GD
GENERAL DYNAMICS CORP
42.5M3.0%123.7K384.29+21.0%
T
AT&T INC.
41.6M3.0%1.4M25.29-13.6%
PFE
PFIZER INC
40.7M2.9%1.4M28.07+10.6%
USB
US BANCORP \DE\
40.0M2.9%768.3K62.05+33.7%
PG
PROCTER & GAMBLE Co
38.4M2.7%265.5K144.68-9.3%
JNJ
JOHNSON & JOHNSON
32.6M2.3%133.5K270.24+51.1%
BMY
BRISTOL MYERS SQUIBB CO
29.7M2.1%489.4K67.01+38.9%
CMCSA
COMCAST CORP
29.4M2.1%1.0M26.85-19.3%
KO
COCA COLA CO
25.7M1.8%338.2K91.10+28.9%
COP
CONOCOPHILLIPS
24.7M1.8%186.9K134.87+42.1%
LMT
LOCKHEED MARTIN CORP
22.7M1.6%37.6K563.57+26.4%
GILD
GILEAD SCIENCES, INC.
21.8M1.6%156.7K146.12+23.1%
UNP
UNION PACIFIC CORP
21.4M1.5%88.4K308.05+36.5%
SCHW
SCHWAB CHARLES CORP
21.0M1.5%223.6K112.30+17.6%
TXN
TEXAS INSTRUMENTS INC
20.9M1.5%107.5K264.36+31.7%
MS
MORGAN STANLEY
20.7M1.5%126.0K214.20+48.6%
JPM
JPMORGAN CHASE & CO
20.4M1.5%69.3K351.58+20.3%
PEP
PEPSICO INC
20.2M1.4%130.1K143.48-4.8%
SBUX
STARBUCKS CORP
19.9M1.4%221.6K107.08+19.6%
BAC
BANK OF AMERICA CORP /DE/
19.8M1.4%406.3K61.69+27.6%
AIG
AMERICAN INTERNATIONAL GROUP, INC.
19.7M1.4%261.2K76.12-7.8%
WFC
WELLS FARGO & COMPANY/MN
19.1M1.4%239.8K83.84+7.3%
MRK
Merck & Co., Inc.
18.4M1.3%152.8K152.55+80.2%
AMT
AMERICAN TOWER CORP /MA/
18.4M1.3%106.5K175.80-16.1%
ABT
ABBOTT LABORATORIES
17.9M1.3%174.6K116.64-11.9%
HD
HOME DEPOT, INC.
17.8M1.3%54.2K335.61-16.5%
AMGN
AMGEN INC
17.3M1.2%49.0K439.33+48.2%
MET
METLIFE INC
16.7M1.2%236.2K94.34+19.4%
ABBV
AbbVie Inc.
15.2M1.1%70.1K264.96+26.7%
ACN
Accenture plc
15.1M1.1%76.1K185.28-27.4%
MDT
Medtronic plc
14.9M1.1%171.7K93.35+0.1%
NKE
NIKE, Inc.
12.7M0.9%240.5K40.76-46.6%
BNY
Bank of New York Mellon Corp
11.9M0.8%100.2K158.49+56.5%
C
CITIGROUP INC
11.3M0.8%99.8K131.65+41.3%
GS
GOLDMAN SACHS GROUP INC
11.2M0.8%13.3K1,039.28+44.2%
GM
General Motors Co
10.6M0.8%142.9K87.93+54.9%
VZ
VERIZON COMMUNICATIONS INC
7.6M0.5%150.5K49.45+9.7%
SPG
SIMON PROPERTY GROUP INC.
6.2M0.4%33.0K218.29+25.4%
UPS
UNITED PARCEL SERVICE INC
6.1M0.4%61.9K102.01+17.3%
IVE
iShares S&P 500 Value ETF
4.4M0.3%20.7K237.24+17.6%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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