Filed: 11/12/2025ACC: 0001013538-25-000010
📋 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 $1.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$1.28B
Total AUM (reported)
14.87M
Total Shares
Allocation by class
COM$1.28B99.9%
ETF$841.7K0.1%
Portfolio Concentration
Top 3$193.46M15.1%
4–10$339.98M26.6%
11–25$439.61M34.4%
Rest$303.90M23.8%
Top 3 weight
15.1%
Top 10 weight
41.8%
Voting Authority Distribution
Total shares with voting rights: 14.87M
Sole
Full voting authority
12.44M
shares
% of voting shares83.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.42M
shares
% of voting shares16.3%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeSole · 83.7% of voting shares
Institutional Holdings58
Rows:
CVS HEALTH CORP COM
SOLEShares933.57K
TypeSH
Market value$70.38M
5.51%
Sole
783.66K
Shared
0.00
None
149.90K
JOHNSON & JOHNSON COM
SOLEShares338.12K
TypeSH
Market value$62.69M
4.91%
Sole
282.62K
Shared
0.00
None
55.50K
VERIZON COMMUNICATIONS COM
SOLEShares1.37M
TypeSH
Market value$60.38M
4.73%
Sole
1.15M
Shared
0.00
None
221K
INTERNATIONAL BUSINESS MACHINE
SOLEShares179.78K
TypeSH
Market value$50.73M
3.97%
Sole
150.98K
Shared
0.00
None
28.80K
CITIGROUP INC COM
SOLEShares497.38K
TypeSH
Market value$50.48M
3.95%
Sole
417.88K
Shared
0.00
None
79.50K
COCA COLA CO COM
SOLEShares735.34K
TypeSH
Market value$48.77M
3.82%
Sole
617.43K
Shared
0.00
None
117.90K
AT&T INC COM
SOLEShares1.72M
TypeSH
Market value$48.65M
3.81%
Sole
1.45M
Shared
0.00
None
275.69K
MONDELEZ INTL INC CL A
SOLEShares774.22K
TypeSH
Market value$48.37M
3.79%
Sole
650.22K
Shared
0.00
None
124K
MERCK & CO. INC.
SOLEShares560.20K
TypeSH
Market value$47.02M
3.68%
Sole
468.30K
Shared
0.00
None
91.90K
FEDEX CORP COM
SOLEShares194.96K
TypeSH
Market value$45.97M
3.60%
Sole
163.56K
Shared
0.00
None
31.40K
MORGAN STANLEY
SOLEShares278.51K
TypeSH
Market value$44.27M
3.47%
Sole
234.01K
Shared
0.00
None
44.50K
GENERAL DYNAMICS CORP COM
SOLEShares109.95K
TypeSH
Market value$37.49M
2.94%
Sole
91.95K
Shared
0.00
None
18K
TARGET CORP COM
SOLEShares402.28K
TypeSH
Market value$36.08M
2.83%
Sole
337.38K
Shared
0.00
None
64.90K
DUKE ENERGY CORP COM
SOLEShares283.55K
TypeSH
Market value$35.09M
2.75%
Sole
237.75K
Shared
0.00
None
45.80K
CHEVRON CORP NEW COM
SOLEShares221.59K
TypeSH
Market value$34.41M
2.69%
Sole
182.89K
Shared
0.00
None
38.70K
CISCO SYS INC COM
SOLEShares494.47K
TypeSH
Market value$33.83M
2.65%
Sole
415.37K
Shared
0.00
None
79.10K
AMGEN INC COM
SOLEShares100.31K
TypeSH
Market value$28.31M
2.22%
Sole
83.91K
Shared
0.00
None
16.40K
EXXON MOBIL CORP.
SOLEShares248.83K
TypeSH
Market value$28.06M
2.20%
Sole
207.83K
Shared
0.00
None
41K
MEDTRONIC PLC SHS
SOLEShares260.93K
TypeSH
Market value$24.85M
1.95%
Sole
219.23K
Shared
0.00
None
41.70K
JPMORGAN CHASE & CO.
SOLEShares76.84K
TypeSH
Market value$24.24M
1.90%
Sole
64.55K
Shared
0.00
None
12.30K
MCDONALDS CORP COM
SOLEShares79.03K
TypeSH
Market value$24.02M
1.88%
Sole
66.33K
Shared
0.00
None
12.70K
SOUTHERN CO.
SOLEShares246.21K
TypeSH
Market value$23.33M
1.83%
Sole
206.41K
Shared
0.00
None
39.80K
3M CO COM
SOLEShares142.72K
TypeSH
Market value$22.15M
1.73%
Sole
119.92K
Shared
0.00
None
22.80K
CAPITAL ONE FINL CORP COM
SOLEShares103K
TypeSH
Market value$21.90M
1.71%
Sole
86.50K
Shared
0.00
None
16.50K
BANK OF AMERICA CORP COM
SOLEShares418.38K
TypeSH
Market value$21.58M
1.69%
Sole
351.48K
Shared
0.00
None
66.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CVS HEALTH CORP COMSOLE | COM | 933.57K | SH | $70.38M 5.51% | 783.66K | 0.00 | 149.90K |
JOHNSON & JOHNSON COMSOLE | COM | 338.12K | SH | $62.69M 4.91% | 282.62K | 0.00 | 55.50K |
VERIZON COMMUNICATIONS COMSOLE | COM | 1.37M | SH | $60.38M 4.73% | 1.15M | 0.00 | 221K |
INTERNATIONAL BUSINESS MACHINESOLE | COM | 179.78K | SH | $50.73M 3.97% | 150.98K | 0.00 | 28.80K |
CITIGROUP INC COMSOLE | COM | 497.38K | SH | $50.48M 3.95% | 417.88K | 0.00 | 79.50K |
COCA COLA CO COMSOLE | COM | 735.34K | SH | $48.77M 3.82% | 617.43K | 0.00 | 117.90K |
AT&T INC COMSOLE | COM | 1.72M | SH | $48.65M 3.81% | 1.45M | 0.00 | 275.69K |
MONDELEZ INTL INC CL ASOLE | COM | 774.22K | SH | $48.37M 3.79% | 650.22K | 0.00 | 124K |
MERCK & CO. INC.SOLE | COM | 560.20K | SH | $47.02M 3.68% | 468.30K | 0.00 | 91.90K |
FEDEX CORP COMSOLE | COM | 194.96K | SH | $45.97M 3.60% | 163.56K | 0.00 | 31.40K |
MORGAN STANLEYSOLE | COM | 278.51K | SH | $44.27M 3.47% | 234.01K | 0.00 | 44.50K |
GENERAL DYNAMICS CORP COMSOLE | COM | 109.95K | SH | $37.49M 2.94% | 91.95K | 0.00 | 18K |
TARGET CORP COMSOLE | COM | 402.28K | SH | $36.08M 2.83% | 337.38K | 0.00 | 64.90K |
DUKE ENERGY CORP COMSOLE | COM | 283.55K | SH | $35.09M 2.75% | 237.75K | 0.00 | 45.80K |
CHEVRON CORP NEW COMSOLE | COM | 221.59K | SH | $34.41M 2.69% | 182.89K | 0.00 | 38.70K |
CISCO SYS INC COMSOLE | COM | 494.47K | SH | $33.83M 2.65% | 415.37K | 0.00 | 79.10K |
AMGEN INC COMSOLE | COM | 100.31K | SH | $28.31M 2.22% | 83.91K | 0.00 | 16.40K |
EXXON MOBIL CORP.SOLE | COM | 248.83K | SH | $28.06M 2.20% | 207.83K | 0.00 | 41K |
MEDTRONIC PLC SHSSOLE | COM | 260.93K | SH | $24.85M 1.95% | 219.23K | 0.00 | 41.70K |
JPMORGAN CHASE & CO.SOLE | COM | 76.84K | SH | $24.24M 1.90% | 64.55K | 0.00 | 12.30K |
MCDONALDS CORP COMSOLE | COM | 79.03K | SH | $24.02M 1.88% | 66.33K | 0.00 | 12.70K |
SOUTHERN CO.SOLE | COM | 246.21K | SH | $23.33M 1.83% | 206.41K | 0.00 | 39.80K |
3M CO COMSOLE | COM | 142.72K | SH | $22.15M 1.73% | 119.92K | 0.00 | 22.80K |
CAPITAL ONE FINL CORP COMSOLE | COM | 103K | SH | $21.90M 1.71% | 86.50K | 0.00 | 16.50K |
BANK OF AMERICA CORP COMSOLE | COM | 418.38K | SH | $21.58M 1.69% | 351.48K | 0.00 | 66.90K |
Page 1 of 3