Filed: 5/14/2025ACC: 0001013538-25-000004
📋 What this filing means
EDGAR LOMAX CO/VA filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $1.60B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$1.60B
Total AUM (reported)
19.43M
Total Shares
Allocation by class
COM$1.60B100.0%
ETF$626.9K0.0%
Portfolio Concentration
Top 3$238.97M14.9%
4–10$444.46M27.8%
11–25$541.66M33.9%
Rest$374.00M23.4%
Top 3 weight
14.9%
Top 10 weight
42.7%
Voting Authority Distribution
Total shares with voting rights: 19.43M
Sole
Full voting authority
16.86M
shares
% of voting shares86.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.57M
shares
% of voting shares13.2%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeSole · 86.8% of voting shares
Institutional Holdings58
Rows:
CVS HEALTH CORP COM
SOLEShares1.23M
TypeSH
Market value$83.08M
5.20%
Sole
1.07M
Shared
0.00
None
159.90K
VERIZON COMMUNICATIONS COM
SOLEShares1.81M
TypeSH
Market value$81.87M
5.12%
Sole
1.57M
Shared
0.00
None
235.70K
JOHNSON & JOHNSON COM
SOLEShares446.30K
TypeSH
Market value$74.01M
4.63%
Sole
387.10K
Shared
0.00
None
59.20K
COCA COLA CO COM
SOLEShares965.56K
TypeSH
Market value$69.15M
4.32%
Sole
839.76K
Shared
0.00
None
125.80K
MONDELEZ INTL INC CL A
SOLEShares1.02M
TypeSH
Market value$68.96M
4.31%
Sole
884.07K
Shared
0.00
None
132.30K
MERCK & CO. INC.
SOLEShares736.62K
TypeSH
Market value$66.12M
4.13%
Sole
638.62K
Shared
0.00
None
98K
AT&T INC COM
SOLEShares2.26M
TypeSH
Market value$63.94M
4.00%
Sole
1.97M
Shared
0.00
None
294.08K
FEDEX CORP COM
SOLEShares256.21K
TypeSH
Market value$62.46M
3.91%
Sole
222.71K
Shared
0.00
None
33.50K
INTERNATIONAL BUSINESS MACHINE
SOLEShares235.97K
TypeSH
Market value$58.68M
3.67%
Sole
205.27K
Shared
0.00
None
30.70K
TARGET CORP COM
SOLEShares528.46K
TypeSH
Market value$55.15M
3.45%
Sole
459.26K
Shared
0.00
None
69.20K
CHEVRON CORP NEW COM
SOLEShares280.04K
TypeSH
Market value$46.85M
2.93%
Sole
238.74K
Shared
0.00
None
41.30K
CITIGROUP INC COM
SOLEShares652.60K
TypeSH
Market value$46.33M
2.90%
Sole
567.80K
Shared
0.00
None
84.80K
DUKE ENERGY CORP COM
SOLEShares372.84K
TypeSH
Market value$45.48M
2.84%
Sole
324.04K
Shared
0.00
None
48.80K
MORGAN STANLEY
SOLEShares365.43K
TypeSH
Market value$42.63M
2.67%
Sole
317.93K
Shared
0.00
None
47.50K
AMGEN INC COM
SOLEShares132.38K
TypeSH
Market value$41.24M
2.58%
Sole
114.89K
Shared
0.00
None
17.50K
CISCO SYS INC COM
SOLEShares649.15K
TypeSH
Market value$40.06M
2.51%
Sole
564.75K
Shared
0.00
None
84.40K
GENERAL DYNAMICS CORP COM
SOLEShares145.17K
TypeSH
Market value$39.57M
2.47%
Sole
125.97K
Shared
0.00
None
19.20K
EXXON MOBIL CORP.
SOLEShares323.22K
TypeSH
Market value$38.44M
2.40%
Sole
279.52K
Shared
0.00
None
43.70K
MCDONALDS CORP COM
SOLEShares103.64K
TypeSH
Market value$32.38M
2.02%
Sole
90.14K
Shared
0.00
None
13.50K
MEDTRONIC PLC SHS
SOLEShares342.49K
TypeSH
Market value$30.78M
1.92%
Sole
297.99K
Shared
0.00
None
44.50K
PROCTER & GAMBLE CO COM
SOLEShares175.97K
TypeSH
Market value$29.99M
1.88%
Sole
152.66K
Shared
0.00
None
23.30K
SOUTHERN CO.
SOLEShares323.83K
TypeSH
Market value$29.78M
1.86%
Sole
281.44K
Shared
0.00
None
42.40K
3M CO COM
SOLEShares187.19K
TypeSH
Market value$27.49M
1.72%
Sole
162.90K
Shared
0.00
None
24.30K
GILEAD SCIENCES INC COM
SOLEShares231.39K
TypeSH
Market value$25.93M
1.62%
Sole
200.69K
Shared
0.00
None
30.70K
JPMORGAN CHASE & CO.
SOLEShares100.78K
TypeSH
Market value$24.72M
1.55%
Sole
87.69K
Shared
0.00
None
13.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CVS HEALTH CORP COMSOLE | COM | 1.23M | SH | $83.08M 5.20% | 1.07M | 0.00 | 159.90K |
VERIZON COMMUNICATIONS COMSOLE | COM | 1.81M | SH | $81.87M 5.12% | 1.57M | 0.00 | 235.70K |
JOHNSON & JOHNSON COMSOLE | COM | 446.30K | SH | $74.01M 4.63% | 387.10K | 0.00 | 59.20K |
COCA COLA CO COMSOLE | COM | 965.56K | SH | $69.15M 4.32% | 839.76K | 0.00 | 125.80K |
MONDELEZ INTL INC CL ASOLE | COM | 1.02M | SH | $68.96M 4.31% | 884.07K | 0.00 | 132.30K |
MERCK & CO. INC.SOLE | COM | 736.62K | SH | $66.12M 4.13% | 638.62K | 0.00 | 98K |
AT&T INC COMSOLE | COM | 2.26M | SH | $63.94M 4.00% | 1.97M | 0.00 | 294.08K |
FEDEX CORP COMSOLE | COM | 256.21K | SH | $62.46M 3.91% | 222.71K | 0.00 | 33.50K |
INTERNATIONAL BUSINESS MACHINESOLE | COM | 235.97K | SH | $58.68M 3.67% | 205.27K | 0.00 | 30.70K |
TARGET CORP COMSOLE | COM | 528.46K | SH | $55.15M 3.45% | 459.26K | 0.00 | 69.20K |
CHEVRON CORP NEW COMSOLE | COM | 280.04K | SH | $46.85M 2.93% | 238.74K | 0.00 | 41.30K |
CITIGROUP INC COMSOLE | COM | 652.60K | SH | $46.33M 2.90% | 567.80K | 0.00 | 84.80K |
DUKE ENERGY CORP COMSOLE | COM | 372.84K | SH | $45.48M 2.84% | 324.04K | 0.00 | 48.80K |
MORGAN STANLEYSOLE | COM | 365.43K | SH | $42.63M 2.67% | 317.93K | 0.00 | 47.50K |
AMGEN INC COMSOLE | COM | 132.38K | SH | $41.24M 2.58% | 114.89K | 0.00 | 17.50K |
CISCO SYS INC COMSOLE | COM | 649.15K | SH | $40.06M 2.51% | 564.75K | 0.00 | 84.40K |
GENERAL DYNAMICS CORP COMSOLE | COM | 145.17K | SH | $39.57M 2.47% | 125.97K | 0.00 | 19.20K |
EXXON MOBIL CORP.SOLE | COM | 323.22K | SH | $38.44M 2.40% | 279.52K | 0.00 | 43.70K |
MCDONALDS CORP COMSOLE | COM | 103.64K | SH | $32.38M 2.02% | 90.14K | 0.00 | 13.50K |
MEDTRONIC PLC SHSSOLE | COM | 342.49K | SH | $30.78M 1.92% | 297.99K | 0.00 | 44.50K |
PROCTER & GAMBLE CO COMSOLE | COM | 175.97K | SH | $29.99M 1.88% | 152.66K | 0.00 | 23.30K |
SOUTHERN CO.SOLE | COM | 323.83K | SH | $29.78M 1.86% | 281.44K | 0.00 | 42.40K |
3M CO COMSOLE | COM | 187.19K | SH | $27.49M 1.72% | 162.90K | 0.00 | 24.30K |
GILEAD SCIENCES INC COMSOLE | COM | 231.39K | SH | $25.93M 1.62% | 200.69K | 0.00 | 30.70K |
JPMORGAN CHASE & CO.SOLE | COM | 100.78K | SH | $24.72M 1.55% | 87.69K | 0.00 | 13.10K |
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