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Latest EDGAR LOMAX CO/VA Stock Portfolio

$1.34Billion | No. of Holdings #57

EDGAR LOMAX CO/VA Performance

2026 Q2+1.89%
YTD+6.53%
2025+12.49%

About EDGAR LOMAX CO/VA and 13F Hedge Fund Stock Holdings

EDGAR LOMAX CO/VA is a hedge fund based in Alexandria, VA. On 2026-08-13, 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 30 Jun, 2026. <br><br> The top stock holdings of EDGAR LOMAX CO/VA are TGT, UNH, CVS. The fund has invested 5.7% of it's portfolio in TARGET CORP COM and 5.6% of portfolio in UNITEDHEALTH GROUP INC. <br><br> They significantly reduced their stock positions in CONOCOPHILLIPS COM (COP), VERSANT MEDIA GROUP IN COM CL and EXXON MOBIL CORP. (XOM). EDGAR LOMAX CO/VA opened new stock positions in FEDEX FGHT HLDG CO INC COMMON.
EDGAR LOMAX CO/VA Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$1.34Billion
  as of Aug 13, 2026

EDGAR LOMAX CO/VA Annual Return Estimates Vs S&P 500

Our best estimate is that EDGAR LOMAX CO/VA made a return of 1.89% in the last quarter. In trailing 12 months, it's portfolio return was 14.47%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fedex fght hldg co inc common14,932,700
bhp group ltd212,140
New stocks bought by EDGAR LOMAX CO/VA

Additions

No additions were made to existing positions by EDGAR LOMAX CO/VA

Reductions

Ticker% Reduced
conocophillips com-9.69
versant media group in com cl-8.85
exxon mobil corp.-8.73
chevron corp new com-8.64
simon ppty group inc n com-8.39
american tower corp ne com-8.3
pepsico inc com-8.28
general mtrs co com-8.27
EDGAR LOMAX CO/VA reduced stake in above stock

Sold off

None of the stocks were completely sold off by EDGAR LOMAX CO/VA

Sector Distribution

EDGAR LOMAX CO/VA has about 24.9% of it's holdings in Healthcare sector.

  • Healthcare
  • Financial Services
  • Consumer Defensive
  • Industrials
  • Utilities
  • Energy
  • Consumer Cyclical
  • Others
  • Technology
  • Communication Services
  • Real Estate
Sector%
Healthcare24.9
Financial Services16.5
Consumer Defensive15.8
Industrials11.2
Utilities9.1
Energy7.7
Consumer Cyclical4.3
Others3.5
Technology2.8
Communication Services2.5
Real Estate1.7

Market Cap. Distribution

EDGAR LOMAX CO/VA has about 96.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
Category%
LARGE-CAP61.8
MEGA-CAP34.6
UNALLOCATED3.5

Stocks belong to which Index?

About 98.2% of the stocks held by EDGAR LOMAX CO/VA either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50098.2
Others1.8
Top 5 Winners (%)%
UNH
unitedhealth group inc
52.0 %
TXN
texas instrs inc com
51.3 %
CVS
cvs health corp com
42.3 %
MS
morgan stanley
25.9 %
C
citigroup inc com
22.4 %
Top 5 Winners ($)$
UNH
unitedhealth group inc
26.9 M
CVS
cvs health corp com
21.8 M
TXN
texas instrs inc com
10.7 M
USB
us bancorp del com new
6.2 M
TGT
target corp com
5.7 M
Top 5 Losers (%)%
ACN
accenture plc cl a
-35.7 %
T
at&t inc com
-27.4 %
NKE
nike inc cl b
-21.4 %
COP
conocophillips com
-20.2 %
CVX
chevron corp new com
-19.0 %
Top 5 Losers ($)$
CVX
chevron corp new com
-13.2 M
T
at&t inc com
-11.4 M
XOM
exxon mobil corp.
-8.9 M
FDX
fedex corp com
-8.9 M
PFE
pfizer inc com
-5.6 M

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 57 stocks in it's portfolio. About 41.3% of the portfolio is in top 10 stocks. CVX proved to be the most loss making stock for the portfolio. UNH was the most profitable stock for EDGAR LOMAX CO/VA last quarter.

$1.34BTotal Value
58.00Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of EDGAR LOMAX CO/VA, last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
CMCSA
Comcast Corp New Cl A

Comcast Corp New Cl A

CMCSA
EDGAR LOMAX CO/VA's holding in Comcast Corp New Cl A over time
1.73%940,810
$23.10M
1.73%
decreased 8.24 percentreduced