Filed: 2/13/2025ACC: 0001013538-25-000002
📋 What this filing means
EDGAR LOMAX CO/VA filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $1.55B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$1.55B
Total AUM (reported)
22.65M
Total Shares
Allocation by class
COM$1.55B100.0%
ETF$644.1K0.0%
Portfolio Concentration
Top 3$216.83M14.0%
4–10$378.16M24.4%
11–25$538.69M34.7%
Rest$417.83M26.9%
Top 3 weight
14.0%
Top 10 weight
38.3%
Voting Authority Distribution
Total shares with voting rights: 22.65M
Sole
Full voting authority
19.79M
shares
% of voting shares87.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.86M
shares
% of voting shares12.6%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeSole · 87.4% of voting shares
Institutional Holdings68
Rows:
FEDEX CORP COM
SOLEShares281.53K
TypeSH
Market value$79.20M
5.10%
Sole
246.53K
Shared
0.00
None
35K
VERIZON COMMUNICATIONS COM
SOLEShares1.80M
TypeSH
Market value$71.89M
4.63%
Sole
1.57M
Shared
0.00
None
224.90K
CISCO SYS INC COM
SOLEShares1.11M
TypeSH
Market value$65.74M
4.24%
Sole
968.92K
Shared
0.00
None
141.50K
MERCK & CO. INC.
SOLEShares631.59K
TypeSH
Market value$62.83M
4.05%
Sole
550.59K
Shared
0.00
None
81K
MONDELEZ INTL INC CL A
SOLEShares984.04K
TypeSH
Market value$58.78M
3.79%
Sole
860.44K
Shared
0.00
None
123.60K
COCA COLA CO COM
SOLEShares884.15K
TypeSH
Market value$55.05M
3.55%
Sole
774.05K
Shared
0.00
None
110.10K
JOHNSON & JOHNSON COM
SOLEShares379.34K
TypeSH
Market value$54.86M
3.54%
Sole
330.64K
Shared
0.00
None
48.70K
CHEVRON CORP NEW COM
SOLEShares343.57K
TypeSH
Market value$49.76M
3.21%
Sole
299.87K
Shared
0.00
None
43.70K
INTERNATIONAL BUSINESS MACHINE
SOLEShares223.28K
TypeSH
Market value$49.08M
3.16%
Sole
195.28K
Shared
0.00
None
28K
TARGET CORP COM
SOLEShares353.60K
TypeSH
Market value$47.80M
3.08%
Sole
309.50K
Shared
0.00
None
44.10K
EXXON MOBIL CORP.
SOLEShares443.03K
TypeSH
Market value$47.66M
3.07%
Sole
382.03K
Shared
0.00
None
61K
MORGAN STANLEY
SOLEShares366.71K
TypeSH
Market value$46.10M
2.97%
Sole
319.11K
Shared
0.00
None
47.60K
CITIGROUP INC COM
SOLEShares647.39K
TypeSH
Market value$45.57M
2.94%
Sole
566.89K
Shared
0.00
None
80.50K
CVS HEALTH CORP COM
SOLEShares886.83K
TypeSH
Market value$39.81M
2.57%
Sole
776.03K
Shared
0.00
None
110.80K
AT&T INC COM
SOLEShares1.68M
TypeSH
Market value$38.16M
2.46%
Sole
1.46M
Shared
0.00
None
211.09K
PFIZER INC COM
SOLEShares1.43M
TypeSH
Market value$38.05M
2.45%
Sole
1.25M
Shared
0.00
None
182.20K
AMGEN INC COM
SOLEShares141.69K
TypeSH
Market value$36.93M
2.38%
Sole
123.69K
Shared
0.00
None
18K
AMERICAN EXPRESS
SOLEShares123.42K
TypeSH
Market value$36.63M
2.36%
Sole
108.02K
Shared
0.00
None
15.40K
WELLS FARGO & CO NEW
SOLEShares469.08K
TypeSH
Market value$32.95M
2.12%
Sole
410.69K
Shared
0.00
None
58.40K
GENERAL DYNAMICS CORP COM
SOLEShares121.09K
TypeSH
Market value$31.91M
2.06%
Sole
105.79K
Shared
0.00
None
15.30K
JPMORGAN CHASE & CO.
SOLEShares131.87K
TypeSH
Market value$31.61M
2.04%
Sole
115.47K
Shared
0.00
None
16.40K
DOW INC COM
SOLEShares729.96K
TypeSH
Market value$29.29M
1.89%
Sole
634.25K
Shared
0.00
None
95.70K
TEXAS INSTRS INC COM
SOLEShares153.56K
TypeSH
Market value$28.79M
1.86%
Sole
134.47K
Shared
0.00
None
19.10K
CATERPILLAR INC DEL COM
SOLEShares78.09K
TypeSH
Market value$28.33M
1.83%
Sole
68.39K
Shared
0.00
None
9.70K
FORD MTR CO
SOLEShares2.72M
TypeSH
Market value$26.90M
1.73%
Sole
2.38M
Shared
0.00
None
339.60K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FEDEX CORP COMSOLE | COM | 281.53K | SH | $79.20M 5.10% | 246.53K | 0.00 | 35K |
VERIZON COMMUNICATIONS COMSOLE | COM | 1.80M | SH | $71.89M 4.63% | 1.57M | 0.00 | 224.90K |
CISCO SYS INC COMSOLE | COM | 1.11M | SH | $65.74M 4.24% | 968.92K | 0.00 | 141.50K |
MERCK & CO. INC.SOLE | COM | 631.59K | SH | $62.83M 4.05% | 550.59K | 0.00 | 81K |
MONDELEZ INTL INC CL ASOLE | COM | 984.04K | SH | $58.78M 3.79% | 860.44K | 0.00 | 123.60K |
COCA COLA CO COMSOLE | COM | 884.15K | SH | $55.05M 3.55% | 774.05K | 0.00 | 110.10K |
JOHNSON & JOHNSON COMSOLE | COM | 379.34K | SH | $54.86M 3.54% | 330.64K | 0.00 | 48.70K |
CHEVRON CORP NEW COMSOLE | COM | 343.57K | SH | $49.76M 3.21% | 299.87K | 0.00 | 43.70K |
INTERNATIONAL BUSINESS MACHINESOLE | COM | 223.28K | SH | $49.08M 3.16% | 195.28K | 0.00 | 28K |
TARGET CORP COMSOLE | COM | 353.60K | SH | $47.80M 3.08% | 309.50K | 0.00 | 44.10K |
EXXON MOBIL CORP.SOLE | COM | 443.03K | SH | $47.66M 3.07% | 382.03K | 0.00 | 61K |
MORGAN STANLEYSOLE | COM | 366.71K | SH | $46.10M 2.97% | 319.11K | 0.00 | 47.60K |
CITIGROUP INC COMSOLE | COM | 647.39K | SH | $45.57M 2.94% | 566.89K | 0.00 | 80.50K |
CVS HEALTH CORP COMSOLE | COM | 886.83K | SH | $39.81M 2.57% | 776.03K | 0.00 | 110.80K |
AT&T INC COMSOLE | COM | 1.68M | SH | $38.16M 2.46% | 1.46M | 0.00 | 211.09K |
PFIZER INC COMSOLE | COM | 1.43M | SH | $38.05M 2.45% | 1.25M | 0.00 | 182.20K |
AMGEN INC COMSOLE | COM | 141.69K | SH | $36.93M 2.38% | 123.69K | 0.00 | 18K |
AMERICAN EXPRESSSOLE | COM | 123.42K | SH | $36.63M 2.36% | 108.02K | 0.00 | 15.40K |
WELLS FARGO & CO NEWSOLE | COM | 469.08K | SH | $32.95M 2.12% | 410.69K | 0.00 | 58.40K |
GENERAL DYNAMICS CORP COMSOLE | COM | 121.09K | SH | $31.91M 2.06% | 105.79K | 0.00 | 15.30K |
JPMORGAN CHASE & CO.SOLE | COM | 131.87K | SH | $31.61M 2.04% | 115.47K | 0.00 | 16.40K |
DOW INC COMSOLE | COM | 729.96K | SH | $29.29M 1.89% | 634.25K | 0.00 | 95.70K |
TEXAS INSTRS INC COMSOLE | COM | 153.56K | SH | $28.79M 1.86% | 134.47K | 0.00 | 19.10K |
CATERPILLAR INC DEL COMSOLE | COM | 78.09K | SH | $28.33M 1.83% | 68.39K | 0.00 | 9.70K |
FORD MTR COSOLE | COM | 2.72M | SH | $26.90M 1.73% | 2.38M | 0.00 | 339.60K |
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