Latest EDGAR LOMAX CO/VA Stock Portfolio
EDGAR LOMAX CO/VA Performance:
2025 Q3: 4.2%YTD: 8.7%2024: 5.44%
Performance for 2025 Q3 is 4.2%, and YTD is 8.7%, and 2024 is 5.44%.
About EDGAR LOMAX CO/VA and 13F Hedge Fund Stock Holdings
EDGAR LOMAX CO/VA is a hedge fund based in ALEXANDRIA, VA. On 31-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.8 Billions. In it's latest 13F Holdings report, EDGAR LOMAX CO/VA reported an equity portfolio of $1.3 Billions as of 30 Sep, 2025.
The top stock holdings of EDGAR LOMAX CO/VA are CVS, JNJ, VZ. The fund has invested 5.5% of it's portfolio in CVS HEALTH CORP COM and 4.9% of portfolio in JOHNSON & JOHNSON COM.
They significantly reduced their stock positions in PROCTER & GAMBLE CO COM (PG), PFIZER INC COM (PFE) and GENERAL DYNAMICS CORP COM (GD). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB CAP TR S&P 500IDX SEL.
The top stock holdings of EDGAR LOMAX CO/VA are CVS, JNJ, VZ. The fund has invested 5.5% of it's portfolio in CVS HEALTH CORP COM and 4.9% of portfolio in JOHNSON & JOHNSON COM.
They significantly reduced their stock positions in PROCTER & GAMBLE CO COM (PG), PFIZER INC COM (PFE) and GENERAL DYNAMICS CORP COM (GD). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB CAP TR S&P 500IDX SEL.
EDGAR LOMAX CO/VA Annual Return Estimates Vs S&P 500
Our best estimate is that EDGAR LOMAX CO/VA made a return of 4.2% in the last quarter. In trailing 12 months, it's portfolio return was 4.87%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| schwab cap tr s&p 500idx sel | 556 |
Additions to existing portfolio by EDGAR LOMAX CO/VA
Reductions
| Ticker | % Reduced |
|---|---|
| pfizer inc com | -23.03 |
| procter & gamble co com | -23.03 |
| general dynamics corp com | -23.01 |
| amgen inc com | -23.00 |
| gilead sciences inc com | -23.00 |
| johnson & johnson com | -23.00 |
| bristol-myers squibb | -22.91 |
| american express | -22.81 |
EDGAR LOMAX CO/VA reduced stake in above stock
Sold off
Sector Distribution
EDGAR LOMAX CO/VA has about 21.6% of it's holdings in Healthcare sector.
| Sector | % |
|---|---|
| Healthcare | 21.6 |
| Financial Services | 18.4 |
| Consumer Defensive | 12.8 |
| Industrials | 11.2 |
| Communication Services | 8.5 |
| Technology | 8.1 |
| Energy | 6.1 |
| Utilities | 6 |
| 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.
| Category | % |
|---|---|
| LARGE-CAP | 75.1 |
| MEGA-CAP | 23.2 |
| UNALLOCATED | 1.7 |
Stocks belong to which Index?
About 99.3% of the stocks held by EDGAR LOMAX CO/VA either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 99.3 |
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 58 stocks in it's portfolio. About 41.8% of the portfolio is in top 10 stocks. MDLZ proved to be the most loss making stock for the portfolio. JNJ was the most profitable stock for EDGAR LOMAX CO/VA last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABBV | abbvie inc. com | 0.39 | 21,353 | 4,944,070 | reduced | -22.68 | ||
| AMGN | amgen inc com | 2.22 | 100,310 | 28,307,500 | reduced | -23.00 | ||
| AMT | american tower corp ne com | 0.32 | 21,045 | 4,047,370 | reduced | -22.51 | ||
| AXP | american express | 0.86 | 33,225 | 11,036,000 | reduced | -22.81 | ||
| BAC | bank of america corp com | 1.69 | 418,375 | 21,584,000 | reduced | -22.6 | ||
| BK | bank new york mellon com | 1.10 | 128,934 | 14,048,600 | reduced | -22.61 | ||
| BMY | bristol-myers squibb | 0.24 | 66,750 | 3,010,420 | reduced | -22.91 | ||
| C | citigroup inc com | 3.95 | 497,375 | 50,483,600 | reduced | -22.57 | ||
| CAT | caterpillar inc del com | 0.44 | 11,750 | 5,606,510 | reduced | -22.6 | ||
| CMCSA | comcast corp new cl a | 1.09 | 442,205 | 13,894,100 | reduced | -22.57 | ||
| COF | capital one finl corp com | 1.72 | 103,000 | 21,895,700 | reduced | -22.59 | ||
| COP | conocophillips com | 1.22 | 164,910 | 15,598,800 | reduced | -16.41 | ||
| CSCO | cisco sys inc com | 2.65 | 494,468 | 33,831,500 | reduced | -22.6 | ||
| CVS | cvs health corp com | 5.51 | 933,565 | 70,381,500 | reduced | -22.64 | ||
| CVX | chevron corp new com | 2.69 | 221,587 | 34,410,200 | reduced | -19.43 | ||
| DOW | dow inc com | 0.17 | 96,225 | 2,206,440 | reduced | -22.61 | ||
| DUK | duke energy corp com | 2.75 | 283,546 | 35,088,800 | reduced | -22.72 | ||
| F | ford mtr co | 0.37 | 390,500 | 4,670,380 | reduced | -22.56 | ||
| FDX | fedex corp com | 3.60 | 194,960 | 45,973,500 | reduced | -22.69 | ||
| GD | general dynamics corp com | 2.94 | 109,954 | 37,494,300 | reduced | -23.01 | ||