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%Positions
56-12.5%Top holdings
Mar 31, 2026View all 56 →
| Company | Value | % of portfolio |
|---|---|---|
| Target Corp | $76.74M | 5.5% |
| FedEx Corp | $76.23M | 5.4% |
| Chevron Corp | $69.21M | 4.9% |
| Mondelez International, Inc. | $57.97M | 4.1% |
| Unitedhealth Group Inc | $51.76M | 3.7% |
| CVS HEALTH Corp | $51.42M | 3.7% |
| Duke Energy Corp | $49.22M | 3.5% |
| Exxon Mobil Corp | $47.78M | 3.4% |
| Nextera Energy Inc | $45.21M | 3.2% |
| Southern Co | $43.25M | 3.1% |
| General Dynamics Corp | $42.46M | 3.0% |
| AT&T Inc. | $41.58M | 3.0% |
| Pfizer Inc | $40.70M | 2.9% |
| US Bancorp \De | $39.96M | 2.9% |
| PROCTER & GAMBLE Co | $38.35M | 2.7% |
| Johnson & Johnson | $32.64M | 2.3% |
| Bristol Myers Squibb Co | $29.68M | 2.1% |
| Comcast Corp. | $29.44M | 2.1% |
| Coca Cola Co | $25.72M | 1.8% |
| ConocoPhillips | $24.66M | 1.8% |
| Lockheed Martin Corp | $22.70M | 1.6% |
| Gilead Sciences, Inc. | $21.84M | 1.6% |
| Union Pacific Corp | $21.45M | 1.5% |
| Schwab Charles Corp | $21.02M | 1.5% |
| Texas Instruments Inc | $20.87M | 1.5% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Cisco Systems, Inc. Common stock | $-37.24M | -483K -100.00% | 0 | medium |
| Q1 2026 as of | Add | US Bancorp \De Common stock | $35.85M | +689K +873.52% | 768,266 2.85% of portfolio | medium |
| Q1 2026 as of | Trim | Coca Cola Co Common stock | $-28.96M | -381K -52.96% | 338,170 1.83% of portfolio | medium |
| Q1 2026 as of | Trim | Verizon Communications Inc Common stock | $-27.05M | -539K -78.16% | 150,511 0.54% of portfolio | medium |
| Q1 2026 as of | Add | Bristol Myers Squibb Co Common stock | $25.73M | +424K +650.53% | 489,420 2.12% of portfolio | medium |
| Q1 2026 as of | Trim | Merck & Co., Inc. Common stock | $-24.74M | -206K -57.36% | 152,850 1.31% of portfolio | medium |
| Q1 2026 as of | Add | Chevron Corp Common stock | $24.49M | +118K +54.77% | 334,532 4.94% of portfolio | medium |
| Q1 2026 as of | Exit | Capital One Financial Corp Common stock | $-24.40M | -101K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Morgan Stanley Common stock | $-24.08M | -146K -53.74% | 125,975 1.48% of portfolio | medium |
| Q1 2026 as of | Add | Pfizer Inc Common stock | $24.06M | +857K +144.68% | 1,449,272 2.90% of portfolio | medium |