Filed: 8/12/2025ACC: 0001013538-25-000006
📋 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 $1.58B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$1.58B
Total AUM (reported)
19.12M
Total Shares
Allocation by class
COM$1.58B100.0%
ETF$711.4K0.0%
Portfolio Concentration
Top 3$228.57M14.5%
4–10$435.53M27.5%
11–25$542.43M34.3%
Rest$374.43M23.7%
Top 3 weight
14.5%
Top 10 weight
42.0%
Voting Authority Distribution
Total shares with voting rights: 19.12M
Sole
Full voting authority
16.55M
shares
% of voting shares86.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.57M
shares
% of voting shares13.4%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeSole · 86.6% of voting shares
Institutional Holdings58
Rows:
CVS HEALTH CORP COM
SOLEShares1.21M
TypeSH
Market value$83.25M
5.27%
Sole
1.05M
Shared
0.00
None
159.90K
VERIZON COMMUNICATIONS COM
SOLEShares1.78M
TypeSH
Market value$76.87M
4.86%
Sole
1.54M
Shared
0.00
None
235.70K
INTERNATIONAL BUSINESS MACHINE
SOLEShares232.23K
TypeSH
Market value$68.46M
4.33%
Sole
201.53K
Shared
0.00
None
30.70K
MONDELEZ INTL INC CL A
SOLEShares1M
TypeSH
Market value$67.46M
4.27%
Sole
868.03K
Shared
0.00
None
132.30K
COCA COLA CO COM
SOLEShares950.33K
TypeSH
Market value$67.24M
4.25%
Sole
824.52K
Shared
0.00
None
125.80K
JOHNSON & JOHNSON COM
SOLEShares439.13K
TypeSH
Market value$67.08M
4.24%
Sole
379.93K
Shared
0.00
None
59.20K
AT&T INC COM
SOLEShares2.23M
TypeSH
Market value$64.40M
4.07%
Sole
1.93M
Shared
0.00
None
294.08K
MERCK & CO. INC.
SOLEShares724.61K
TypeSH
Market value$57.36M
3.63%
Sole
626.61K
Shared
0.00
None
98K
FEDEX CORP COM
SOLEShares252.18K
TypeSH
Market value$57.32M
3.63%
Sole
218.68K
Shared
0.00
None
33.50K
CITIGROUP INC COM
SOLEShares642.32K
TypeSH
Market value$54.67M
3.46%
Sole
557.52K
Shared
0.00
None
84.80K
TARGET CORP COM
SOLEShares520.08K
TypeSH
Market value$51.31M
3.25%
Sole
450.88K
Shared
0.00
None
69.20K
MORGAN STANLEY
SOLEShares359.68K
TypeSH
Market value$50.66M
3.20%
Sole
312.18K
Shared
0.00
None
47.50K
CISCO SYS INC COM
SOLEShares638.86K
TypeSH
Market value$44.32M
2.80%
Sole
554.46K
Shared
0.00
None
84.40K
DUKE ENERGY CORP COM
SOLEShares366.92K
TypeSH
Market value$43.30M
2.74%
Sole
318.12K
Shared
0.00
None
48.80K
GENERAL DYNAMICS CORP COM
SOLEShares142.82K
TypeSH
Market value$41.65M
2.63%
Sole
123.62K
Shared
0.00
None
19.20K
CHEVRON CORP NEW COM
SOLEShares275.03K
TypeSH
Market value$39.38M
2.49%
Sole
233.73K
Shared
0.00
None
41.30K
AMGEN INC COM
SOLEShares130.27K
TypeSH
Market value$36.37M
2.30%
Sole
112.77K
Shared
0.00
None
17.50K
EXXON MOBIL CORP.
SOLEShares317.89K
TypeSH
Market value$34.27M
2.17%
Sole
274.19K
Shared
0.00
None
43.70K
MCDONALDS CORP COM
SOLEShares102.03K
TypeSH
Market value$29.81M
1.89%
Sole
88.53K
Shared
0.00
None
13.50K
MEDTRONIC PLC SHS
SOLEShares337.08K
TypeSH
Market value$29.38M
1.86%
Sole
292.58K
Shared
0.00
None
44.50K
SOUTHERN CO.
SOLEShares318.65K
TypeSH
Market value$29.26M
1.85%
Sole
276.25K
Shared
0.00
None
42.40K
JPMORGAN CHASE & CO.
SOLEShares99.19K
TypeSH
Market value$28.76M
1.82%
Sole
86.09K
Shared
0.00
None
13.10K
CAPITAL ONE FINL CORP COM
SOLEShares133.06K
TypeSH
Market value$28.31M
1.79%
Sole
115.46K
Shared
0.00
None
17.60K
3M CO COM
SOLEShares184.26K
TypeSH
Market value$28.05M
1.77%
Sole
159.96K
Shared
0.00
None
24.30K
PROCTER & GAMBLE CO COM
SOLEShares173.15K
TypeSH
Market value$27.59M
1.74%
Sole
149.85K
Shared
0.00
None
23.30K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CVS HEALTH CORP COMSOLE | COM | 1.21M | SH | $83.25M 5.27% | 1.05M | 0.00 | 159.90K |
VERIZON COMMUNICATIONS COMSOLE | COM | 1.78M | SH | $76.87M 4.86% | 1.54M | 0.00 | 235.70K |
INTERNATIONAL BUSINESS MACHINESOLE | COM | 232.23K | SH | $68.46M 4.33% | 201.53K | 0.00 | 30.70K |
MONDELEZ INTL INC CL ASOLE | COM | 1M | SH | $67.46M 4.27% | 868.03K | 0.00 | 132.30K |
COCA COLA CO COMSOLE | COM | 950.33K | SH | $67.24M 4.25% | 824.52K | 0.00 | 125.80K |
JOHNSON & JOHNSON COMSOLE | COM | 439.13K | SH | $67.08M 4.24% | 379.93K | 0.00 | 59.20K |
AT&T INC COMSOLE | COM | 2.23M | SH | $64.40M 4.07% | 1.93M | 0.00 | 294.08K |
MERCK & CO. INC.SOLE | COM | 724.61K | SH | $57.36M 3.63% | 626.61K | 0.00 | 98K |
FEDEX CORP COMSOLE | COM | 252.18K | SH | $57.32M 3.63% | 218.68K | 0.00 | 33.50K |
CITIGROUP INC COMSOLE | COM | 642.32K | SH | $54.67M 3.46% | 557.52K | 0.00 | 84.80K |
TARGET CORP COMSOLE | COM | 520.08K | SH | $51.31M 3.25% | 450.88K | 0.00 | 69.20K |
MORGAN STANLEYSOLE | COM | 359.68K | SH | $50.66M 3.20% | 312.18K | 0.00 | 47.50K |
CISCO SYS INC COMSOLE | COM | 638.86K | SH | $44.32M 2.80% | 554.46K | 0.00 | 84.40K |
DUKE ENERGY CORP COMSOLE | COM | 366.92K | SH | $43.30M 2.74% | 318.12K | 0.00 | 48.80K |
GENERAL DYNAMICS CORP COMSOLE | COM | 142.82K | SH | $41.65M 2.63% | 123.62K | 0.00 | 19.20K |
CHEVRON CORP NEW COMSOLE | COM | 275.03K | SH | $39.38M 2.49% | 233.73K | 0.00 | 41.30K |
AMGEN INC COMSOLE | COM | 130.27K | SH | $36.37M 2.30% | 112.77K | 0.00 | 17.50K |
EXXON MOBIL CORP.SOLE | COM | 317.89K | SH | $34.27M 2.17% | 274.19K | 0.00 | 43.70K |
MCDONALDS CORP COMSOLE | COM | 102.03K | SH | $29.81M 1.89% | 88.53K | 0.00 | 13.50K |
MEDTRONIC PLC SHSSOLE | COM | 337.08K | SH | $29.38M 1.86% | 292.58K | 0.00 | 44.50K |
SOUTHERN CO.SOLE | COM | 318.65K | SH | $29.26M 1.85% | 276.25K | 0.00 | 42.40K |
JPMORGAN CHASE & CO.SOLE | COM | 99.19K | SH | $28.76M 1.82% | 86.09K | 0.00 | 13.10K |
CAPITAL ONE FINL CORP COMSOLE | COM | 133.06K | SH | $28.31M 1.79% | 115.46K | 0.00 | 17.60K |
3M CO COMSOLE | COM | 184.26K | SH | $28.05M 1.77% | 159.96K | 0.00 | 24.30K |
PROCTER & GAMBLE CO COMSOLE | COM | 173.15K | SH | $27.59M 1.74% | 149.85K | 0.00 | 23.30K |
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