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Latest EDGAR LOMAX CO/VA Stock Portfolio

$1.40Billion– No. of Holdings #56

EDGAR LOMAX CO/VA Performance:
2026 Q1: 4.55%YTD: 4.55%2025: 12.49%
Performance for 2026 Q1 is 4.55%, and YTD is 4.55%, and 2025 is 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 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, EDGAR LOMAX CO/VA reported an equity portfolio of $1.4 Billions as of 31 Mar, 2026.

The top stock holdings of EDGAR LOMAX CO/VA are TGT, FDX, CVX. The fund has invested 5.5% of it's portfolio in TARGET CORP COM and 5.4% of portfolio in FEDEX CORP COM.

The fund managers got completely rid off CISCO SYS INC COM (CSCO), CAPITAL ONE FINL CORP COM (COF) and MCDONALDS CORP COM (MCD) stocks. They significantly reduced their stock positions in VERIZON COMMUNICATIONS COM (VZ), CITIGROUP INC COM (C) and UNITED PARCEL SERVICE CL B (UPS). EDGAR LOMAX CO/VA opened new stock positions in TEXAS INSTRS INC COM (TXN), STARBUCKS CORP COM (SBUX) and HOME DEPOT INC COM (HD). The fund showed a lot of confidence in some stocks as they added substantially to US BANCORP DEL COM NEW (USB), BRISTOL-MYERS SQUIBB (BMY) and PEPSICO INC COM (PEP).
EDGAR LOMAX CO/VA Equity Portfolio Value
Last Reported on: 12 May, 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 4.55% in the last quarter. In trailing 12 months, it's portfolio return was 12.85%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
texas instrs inc com20,870,000
starbucks corp com19,851,400
home depot inc com17,816,600
versant media group in com cl610,090
New stocks bought by EDGAR LOMAX CO/VA

Additions

Ticker% Inc.
us bancorp del com new873
bristol-myers squibb650
pepsico inc com420
american tower corp ne com418
abbvie inc. com236
pfizer inc com144
comcast corp new cl a138
nextera energy inc com108
Additions to existing portfolio by EDGAR LOMAX CO/VA

Reductions

Ticker% Reduced
verizon communications com-78.16
citigroup inc com-62.00
united parcel service cl b-61.46
merck & co. inc.-57.36
morgan stanley-53.74
coca cola co com-52.96
amgen inc com-49.96
medtronic plc shs-32.68
EDGAR LOMAX CO/VA reduced stake in above stock

Sold off

Ticker$ Sold
cisco sys inc com-37,242,300
ford mtr co-5,009,480
3m co com-22,339,600
kraft heinz co com-2,958,380
qualcomm inc com-18,505,000
capital one finl corp com-24,402,000
dow inc com-2,185,680
mcdonalds corp com-23,616,000
EDGAR LOMAX CO/VA got rid off the above stocks

Sector Distribution

EDGAR LOMAX CO/VA has about 22.2% of it's holdings in Healthcare sector.

  • Healthcare
  • Consumer Defensive
  • Financial Services
  • Industrials
  • Energy
  • Utilities
  • Consumer Cyclical
  • Communication Services
  • Others
  • Technology
  • Real Estate
Sector%
Healthcare22.2
Consumer Defensive15.8
Financial Services15.1
Industrials12.1
Energy10.1
Utilities9.8
Consumer Cyclical4.4
Communication Services3.5
Others2.7
Technology2.6
Real Estate1.8

Market Cap. Distribution

EDGAR LOMAX CO/VA has about 97.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
Category%
LARGE-CAP60.9
MEGA-CAP36.4
UNALLOCATED2.7

Stocks belong to which Index?

About 99.4% 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 50099.4
Top 5 Winners (%)%
XOM
exxon mobil corp.
37.1 %
COP
conocophillips com
37.0 %
CVX
chevron corp new com
27.7 %
LMT
lockheed martin corp com
24.1 %
TGT
target corp com
23.2 %
Top 5 Winners ($)$
CVX
chevron corp new com
15.0 M
TGT
target corp com
14.4 M
FDX
fedex corp com
13.6 M
XOM
exxon mobil corp.
12.9 M
COP
conocophillips com
6.7 M
Top 5 Losers (%)%
ACN
accenture plc cl a
-25.9 %
honda motor co ltd
-17.3 %
UNH
unitedhealth group inc
-16.8 %
NKE
nike inc cl b
-16.4 %
ABT
abbott laboratories
-15.0 %
Top 5 Losers ($)$
UNH
unitedhealth group inc
-10.4 M
CVS
cvs health corp com
-6.1 M
ACN
accenture plc cl a
-5.3 M
ABT
abbott laboratories
-3.2 M
MS
morgan stanley
-2.6 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 56 stocks in it's portfolio. About 40.6% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for EDGAR LOMAX CO/VA last quarter.

Last Reported on: 12 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions