Filed: 2/13/2026ACC: 0001013538-26-000002
📋 What this filing means
EDGAR LOMAX CO/VA filed this quarterly 13F‑HR report disclosing 64 equity positions with a total reported market value of $1.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
64
Positions
$1.32B
Total AUM (reported)
14.14M
Total Shares
Allocation by class
COM$1.32B99.9%
ETF$846.6K0.1%
Portfolio Concentration
Top 3$185.90M14.1%
4–10$308.29M23.4%
11–25$419.86M31.9%
Rest$402.39M30.6%
Top 3 weight
14.1%
Top 10 weight
37.5%
Voting Authority Distribution
Total shares with voting rights: 14.14M
Sole
Full voting authority
11.78M
shares
% of voting shares83.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.36M
shares
% of voting shares16.7%
Investment Discretion (by position count)
Sole64
Shared0
Other0
Dominant voting typeSole · 83.3% of voting shares
Institutional Holdings64
Rows:
CVS HEALTH CORP COM
SOLEShares912.70K
TypeSH
Market value$72.43M
5.50%
Sole
762.80K
Shared
0.00
None
149.90K
TARGET CORP COM
SOLEShares597.61K
TypeSH
Market value$58.42M
4.44%
Sole
498.50K
Shared
0.00
None
99.10K
FEDEX CORP COM
SOLEShares190.57K
TypeSH
Market value$55.05M
4.18%
Sole
159.17K
Shared
0.00
None
31.40K
UNITEDHEALTH GROUP INC
SOLEShares158.65K
TypeSH
Market value$52.37M
3.98%
Sole
131.85K
Shared
0.00
None
26.80K
COCA COLA CO COM
SOLEShares718.97K
TypeSH
Market value$50.26M
3.82%
Sole
601.07K
Shared
0.00
None
117.90K
MORGAN STANLEY
SOLEShares272.31K
TypeSH
Market value$48.34M
3.67%
Sole
227.81K
Shared
0.00
None
44.50K
AT&T INC COM
SOLEShares1.68M
TypeSH
Market value$41.84M
3.18%
Sole
1.41M
Shared
0.00
None
275.69K
MONDELEZ INTL INC CL A
SOLEShares752.25K
TypeSH
Market value$40.49M
3.08%
Sole
628.25K
Shared
0.00
None
124K
MERCK & CO. INC.
SOLEShares358.50K
TypeSH
Market value$37.74M
2.87%
Sole
298.10K
Shared
0.00
None
60.40K
CISCO SYS INC COM
SOLEShares483.48K
TypeSH
Market value$37.24M
2.83%
Sole
404.38K
Shared
0.00
None
79.10K
GENERAL DYNAMICS CORP COM
SOLEShares107.47K
TypeSH
Market value$36.18M
2.75%
Sole
89.47K
Shared
0.00
None
18K
JOHNSON & JOHNSON COM
SOLEShares172K
TypeSH
Market value$35.59M
2.70%
Sole
143.40K
Shared
0.00
None
28.60K
CHEVRON CORP NEW COM
SOLEShares216.15K
TypeSH
Market value$32.94M
2.50%
Sole
177.45K
Shared
0.00
None
38.70K
DUKE ENERGY CORP COM
SOLEShares277.16K
TypeSH
Market value$32.49M
2.47%
Sole
231.36K
Shared
0.00
None
45.80K
AMGEN INC COM
SOLEShares98K
TypeSH
Market value$32.07M
2.44%
Sole
81.59K
Shared
0.00
None
16.40K
CITIGROUP INC COM
SOLEShares262.69K
TypeSH
Market value$30.65M
2.33%
Sole
221.29K
Shared
0.00
None
41.40K
EXXON MOBIL CORP.
SOLEShares243.16K
TypeSH
Market value$29.26M
2.22%
Sole
202.16K
Shared
0.00
None
41K
VERIZON COMMUNICATIONS COM
SOLEShares689.28K
TypeSH
Market value$28.07M
2.13%
Sole
577.78K
Shared
0.00
None
111.50K
MEDTRONIC PLC SHS
SOLEShares255.10K
TypeSH
Market value$24.50M
1.86%
Sole
213.40K
Shared
0.00
None
41.70K
CAPITAL ONE FINL CORP COM
SOLEShares100.69K
TypeSH
Market value$24.40M
1.85%
Sole
84.19K
Shared
0.00
None
16.50K
JPMORGAN CHASE & CO.
SOLEShares75.09K
TypeSH
Market value$24.20M
1.84%
Sole
62.80K
Shared
0.00
None
12.30K
MCDONALDS CORP COM
SOLEShares77.27K
TypeSH
Market value$23.62M
1.79%
Sole
64.57K
Shared
0.00
None
12.70K
BANK OF AMERICA CORP COM
SOLEShares409.13K
TypeSH
Market value$22.50M
1.71%
Sole
342.24K
Shared
0.00
None
66.90K
3M CO COM
SOLEShares139.53K
TypeSH
Market value$22.34M
1.70%
Sole
116.73K
Shared
0.00
None
22.80K
GILEAD SCIENCES INC COM
SOLEShares171.33K
TypeSH
Market value$21.03M
1.60%
Sole
142.53K
Shared
0.00
None
28.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CVS HEALTH CORP COMSOLE | COM | 912.70K | SH | $72.43M 5.50% | 762.80K | 0.00 | 149.90K |
TARGET CORP COMSOLE | COM | 597.61K | SH | $58.42M 4.44% | 498.50K | 0.00 | 99.10K |
FEDEX CORP COMSOLE | COM | 190.57K | SH | $55.05M 4.18% | 159.17K | 0.00 | 31.40K |
UNITEDHEALTH GROUP INCSOLE | COM | 158.65K | SH | $52.37M 3.98% | 131.85K | 0.00 | 26.80K |
COCA COLA CO COMSOLE | COM | 718.97K | SH | $50.26M 3.82% | 601.07K | 0.00 | 117.90K |
MORGAN STANLEYSOLE | COM | 272.31K | SH | $48.34M 3.67% | 227.81K | 0.00 | 44.50K |
AT&T INC COMSOLE | COM | 1.68M | SH | $41.84M 3.18% | 1.41M | 0.00 | 275.69K |
MONDELEZ INTL INC CL ASOLE | COM | 752.25K | SH | $40.49M 3.08% | 628.25K | 0.00 | 124K |
MERCK & CO. INC.SOLE | COM | 358.50K | SH | $37.74M 2.87% | 298.10K | 0.00 | 60.40K |
CISCO SYS INC COMSOLE | COM | 483.48K | SH | $37.24M 2.83% | 404.38K | 0.00 | 79.10K |
GENERAL DYNAMICS CORP COMSOLE | COM | 107.47K | SH | $36.18M 2.75% | 89.47K | 0.00 | 18K |
JOHNSON & JOHNSON COMSOLE | COM | 172K | SH | $35.59M 2.70% | 143.40K | 0.00 | 28.60K |
CHEVRON CORP NEW COMSOLE | COM | 216.15K | SH | $32.94M 2.50% | 177.45K | 0.00 | 38.70K |
DUKE ENERGY CORP COMSOLE | COM | 277.16K | SH | $32.49M 2.47% | 231.36K | 0.00 | 45.80K |
AMGEN INC COMSOLE | COM | 98K | SH | $32.07M 2.44% | 81.59K | 0.00 | 16.40K |
CITIGROUP INC COMSOLE | COM | 262.69K | SH | $30.65M 2.33% | 221.29K | 0.00 | 41.40K |
EXXON MOBIL CORP.SOLE | COM | 243.16K | SH | $29.26M 2.22% | 202.16K | 0.00 | 41K |
VERIZON COMMUNICATIONS COMSOLE | COM | 689.28K | SH | $28.07M 2.13% | 577.78K | 0.00 | 111.50K |
MEDTRONIC PLC SHSSOLE | COM | 255.10K | SH | $24.50M 1.86% | 213.40K | 0.00 | 41.70K |
CAPITAL ONE FINL CORP COMSOLE | COM | 100.69K | SH | $24.40M 1.85% | 84.19K | 0.00 | 16.50K |
JPMORGAN CHASE & CO.SOLE | COM | 75.09K | SH | $24.20M 1.84% | 62.80K | 0.00 | 12.30K |
MCDONALDS CORP COMSOLE | COM | 77.27K | SH | $23.62M 1.79% | 64.57K | 0.00 | 12.70K |
BANK OF AMERICA CORP COMSOLE | COM | 409.13K | SH | $22.50M 1.71% | 342.24K | 0.00 | 66.90K |
3M CO COMSOLE | COM | 139.53K | SH | $22.34M 1.70% | 116.73K | 0.00 | 22.80K |
GILEAD SCIENCES INC COMSOLE | COM | 171.33K | SH | $21.03M 1.60% | 142.53K | 0.00 | 28.80K |
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