Institutions / Edgar Lomax CO/VA

Edgar Lomax CO/VA

CIK 1013538 · Institution · as of Mar 31, 2026
Portfolio value
$1.40B
Positions
56
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$1.40B+6.5%
$1.40B$1.36B$1.32BQ4 '25Q1 '26

Positions

56-12.5%
646056Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 56 →
CompanyClassValueShares% of portfolio
Target Corp$76.74M633,1895.5%
FedEx Corp$76.23M214,0305.4%
Chevron Corp$69.21M334,5324.9%
Mondelez International, Inc.$57.97M1,005,7254.1%
Unitedhealth Group Inc$51.76M191,2993.7%
CVS HEALTH Corp$51.42M715,9603.7%
Duke Energy Corp$49.22M375,8863.5%
Exxon Mobil Corp$47.78M281,6123.4%
Nextera Energy Inc$45.21M486,7753.2%
Southern Co$43.25M448,0703.1%
General Dynamics Corp$42.46M123,7243.0%
AT&T Inc.$41.58M1,434,2133.0%
Pfizer Inc$40.70M1,449,2722.9%
US Bancorp \De$39.96M768,2662.9%
PROCTER & GAMBLE Co$38.35M265,5152.7%
Johnson & Johnson$32.64M133,5452.3%
Bristol Myers Squibb Co$29.68M489,4202.1%
Comcast Corp.$29.44M1,025,3352.1%
Coca Cola Co$25.72M338,1701.8%
ConocoPhillips$24.66M186,8551.8%
Lockheed Martin Corp$22.70M37,5551.6%
Gilead Sciences, Inc.$21.84M156,7051.6%
Union Pacific Corp$21.45M88,4051.5%
Schwab Charles Corp$21.02M223,6151.5%
Texas Instruments Inc$20.87M107,5001.5%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
ExitCisco Systems, Inc.
Common stock
$-37.24M-483K
-100.00%
0
medium
Q1 2026
as of
AddUS Bancorp \De
Common stock
$35.85M+689K
+873.52%
768,266
2.85% of portfolio
medium
Q1 2026
as of
TrimCoca Cola Co
Common stock
$-28.96M-381K
-52.96%
338,170
1.83% of portfolio
medium
Q1 2026
as of
TrimVerizon Communications Inc
Common stock
$-27.05M-539K
-78.16%
150,511
0.54% of portfolio
medium
Q1 2026
as of
AddBristol Myers Squibb Co
Common stock
$25.73M+424K
+650.53%
489,420
2.12% of portfolio
medium
Q1 2026
as of
TrimMerck & Co., Inc.
Common stock
$-24.74M-206K
-57.36%
152,850
1.31% of portfolio
medium
Q1 2026
as of
AddChevron Corp
Common stock
$24.49M+118K
+54.77%
334,532
4.94% of portfolio
medium
Q1 2026
as of
ExitCapital One Financial Corp
Common stock
$-24.40M-101K
-100.00%
0
medium
Q1 2026
as of
TrimMorgan Stanley
Common stock
$-24.08M-146K
-53.74%
125,975
1.48% of portfolio
medium
Q1 2026
as of
AddPfizer Inc
Common stock
$24.06M+857K
+144.68%
1,449,272
2.90% of portfolio
medium