Latest EDGAR LOMAX CO/VA Stock Portfolio
EDGAR LOMAX CO/VA Performance:
2025 Q4: 3.86%YTD: 12.49%2024: 5.17%
Performance for 2025 Q4 is 3.86%, and YTD is 12.49%, and 2024 is 5.17%.
About EDGAR LOMAX CO/VA and 13F Hedge Fund Stock Holdings
EDGAR LOMAX CO/VA is a hedge fund based in Alexandria, VA. On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, EDGAR LOMAX CO/VA reported an equity portfolio of $1.3 Billions as of 31 Dec, 2025.
The top stock holdings of EDGAR LOMAX CO/VA are CVS, TGT, FDX. The fund has invested 5.5% of it's portfolio in CVS HEALTH CORP COM and 4.4% of portfolio in TARGET CORP COM.
They significantly reduced their stock positions in INTERNATIONAL BUSINESS MACHINE (IBM), VERIZON COMMUNICATIONS COM (VZ) and JOHNSON & JOHNSON COM (JNJ). EDGAR LOMAX CO/VA opened new stock positions in UNITEDHEALTH GROUP INC (UNH), ACCENTURE PLC CL A (ACN) and AMERICAN INTERNATIONAL GROUP (AIG). The fund showed a lot of confidence in some stocks as they added substantially to TARGET CORP COM (TGT) and ISHARES TR S&P500/VALUE INDEX (IJR).
The top stock holdings of EDGAR LOMAX CO/VA are CVS, TGT, FDX. The fund has invested 5.5% of it's portfolio in CVS HEALTH CORP COM and 4.4% of portfolio in TARGET CORP COM.
They significantly reduced their stock positions in INTERNATIONAL BUSINESS MACHINE (IBM), VERIZON COMMUNICATIONS COM (VZ) and JOHNSON & JOHNSON COM (JNJ). EDGAR LOMAX CO/VA opened new stock positions in UNITEDHEALTH GROUP INC (UNH), ACCENTURE PLC CL A (ACN) and AMERICAN INTERNATIONAL GROUP (AIG). The fund showed a lot of confidence in some stocks as they added substantially to TARGET CORP COM (TGT) and ISHARES TR S&P500/VALUE INDEX (IJR).
EDGAR LOMAX CO/VA Annual Return Estimates Vs S&P 500
Our best estimate is that EDGAR LOMAX CO/VA made a return of 3.86% in the last quarter. In trailing 12 months, it's portfolio return was 12.49%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| unitedhealth group inc | 52,372,000 |
| accenture plc cl a | 20,029,900 |
| american international group | 19,945,600 |
| charles schwab corp com | 19,928,000 |
| lockheed martin corp com | 19,557,200 |
| abbott laboratories | 13,104,700 |
New stocks bought by EDGAR LOMAX CO/VA
Additions
| Ticker | % Inc. |
|---|---|
| target corp com | 48.55 |
| ishares tr s&p500/value index | 32.82 |
Additions to existing portfolio by EDGAR LOMAX CO/VA
Reductions
| Ticker | % Reduced |
|---|---|
| international business machine | -99.39 |
| verizon communications com | -49.83 |
| johnson & johnson com | -49.13 |
| citigroup inc com | -47.18 |
| merck & co. inc. | -36.01 |
| standard & poor's depositary r | -3.9 |
| conocophillips com | -3.09 |
| procter & gamble co com | -2.93 |
EDGAR LOMAX CO/VA reduced stake in above stock
Sold off
Sector Distribution
EDGAR LOMAX CO/VA has about 23.7% of it's holdings in Healthcare sector.
- Healthcare
- Financial Services
- Consumer Defensive
- Industrials
- Energy
- Technology
- Utilities
- Communication Services
- Consumer Cyclical
- Others
| Sector | % |
|---|---|
| Healthcare | 23.7 |
| Financial Services | 20.2 |
| Consumer Defensive | 13.4 |
| Industrials | 13.1 |
| Energy | 5.9 |
| Technology | 5.8 |
| Utilities | 5.5 |
| Communication Services | 5.3 |
| Consumer Cyclical | 4.4 |
| Others | 1.7 |
Market Cap. Distribution
EDGAR LOMAX CO/VA has about 98.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- UNALLOCATED
| Category | % |
|---|---|
| LARGE-CAP | 55.1 |
| MEGA-CAP | 43.2 |
| UNALLOCATED | 1.7 |
Stocks belong to which Index?
About 99.2% of the stocks held by EDGAR LOMAX CO/VA either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
| Index | % |
|---|---|
| S&P 500 | 99.2 |
EDGAR LOMAX CO/VA Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of EDGAR LOMAX CO/VA
EDGAR LOMAX CO/VA has 64 stocks in it's portfolio. About 37.5% of the portfolio is in top 10 stocks. MDLZ proved to be the most loss making stock for the portfolio. FDX was the most profitable stock for EDGAR LOMAX CO/VA last quarter.
Last Reported on: 13 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABBV | abbvie inc. com | 0.36 | 20,848 | 4,763,560 | reduced | -2.37 | ||
| ABT | abbott laboratories | 1.00 | 104,595 | 13,104,700 | new | |||
| ACN | accenture plc cl a | 1.52 | 74,655 | 20,029,900 | new | |||
| AIG | american international group | 1.51 | 233,145 | 19,945,600 | new | |||
| AMGN | amgen inc com | 2.44 | 97,995 | 32,074,700 | reduced | -2.31 | ||
| AMT | american tower corp ne com | 0.27 | 20,540 | 3,606,210 | reduced | -2.4 | ||
| AXP | american express | 0.91 | 32,455 | 12,006,700 | reduced | -2.32 | ||
| BAC | bank of america corp com | 1.71 | 409,135 | 22,502,400 | reduced | -2.21 | ||
| BK | bank new york mellon com | 1.11 | 126,084 | 14,637,100 | reduced | -2.21 | ||
| BMY | bristol-myers squibb | 0.27 | 65,210 | 3,517,430 | reduced | -2.31 | ||
| C | citigroup inc com | 2.33 | 262,690 | 30,653,300 | reduced | -47.18 | ||
| CAT | caterpillar inc del com | 0.50 | 11,520 | 6,599,460 | reduced | -1.96 | ||
| CMCSA | comcast corp new cl a | 0.98 | 429,665 | 12,842,700 | reduced | -2.84 | ||
| COF | capital one finl corp com | 1.85 | 100,685 | 24,402,000 | reduced | -2.25 | ||
| COP | conocophillips com | 1.14 | 159,815 | 14,960,300 | reduced | -3.09 | ||
| CSCO | cisco sys inc com | 2.83 | 483,478 | 37,242,300 | reduced | -2.22 | ||
| CVS | cvs health corp com | 5.50 | 912,700 | 72,431,900 | reduced | -2.23 | ||
| CVX | chevron corp new com | 2.50 | 216,152 | 32,943,700 | reduced | -2.45 | ||
| DOW | dow inc com | 0.17 | 93,485 | 2,185,680 | reduced | -2.85 | ||
| DUK | duke energy corp com | 2.47 | 277,161 | 32,486,000 | reduced | -2.25 | ||