Filed: 5/12/2026ACC: 0001013538-26-000004
📋 What this filing means
EDGAR LOMAX CO/VA filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $1.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$1.40B
Total AUM (reported)
15.04M
Total Shares
Allocation by class
COM$1.40B100.0%
ETF$697.6K0.0%
Portfolio Concentration
Top 3$222.19M15.8%
4–10$346.61M24.7%
11–25$453.07M32.3%
Rest$380.01M27.1%
Top 3 weight
15.8%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 15.04M
Sole
Full voting authority
12.50M
shares
% of voting shares83.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.54M
shares
% of voting shares16.9%
Investment Discretion (by position count)
Sole56
Shared0
Other0
Dominant voting typeSole · 83.1% of voting shares
Institutional Holdings56
Rows:
TARGET CORP COM
SOLEShares633.19K
TypeSH
Market value$76.74M
5.47%
Sole
526.69K
Shared
0.00
None
106.50K
FEDEX CORP COM
SOLEShares214.03K
TypeSH
Market value$76.23M
5.44%
Sole
178.13K
Shared
0.00
None
35.90K
CHEVRON CORP NEW COM
SOLEShares334.53K
TypeSH
Market value$69.21M
4.94%
Sole
270.93K
Shared
0.00
None
63.60K
MONDELEZ INTL INC CL A
SOLEShares1.01M
TypeSH
Market value$57.97M
4.14%
Sole
839.33K
Shared
0.00
None
166.40K
UNITEDHEALTH GROUP INC
SOLEShares191.30K
TypeSH
Market value$51.76M
3.69%
Sole
158.90K
Shared
0.00
None
32.40K
CVS HEALTH CORP COM
SOLEShares715.96K
TypeSH
Market value$51.42M
3.67%
Sole
597.46K
Shared
0.00
None
118.50K
DUKE ENERGY CORP COM
SOLEShares375.89K
TypeSH
Market value$49.22M
3.51%
Sole
313.99K
Shared
0.00
None
61.90K
EXXON MOBIL CORP.
SOLEShares281.61K
TypeSH
Market value$47.78M
3.41%
Sole
232.31K
Shared
0.00
None
49.30K
NEXTERA ENERGY INC COM
SOLEShares486.77K
TypeSH
Market value$45.21M
3.23%
Sole
406.68K
Shared
0.00
None
80.10K
SOUTHERN CO.
SOLEShares448.07K
TypeSH
Market value$43.25M
3.08%
Sole
374.27K
Shared
0.00
None
73.80K
GENERAL DYNAMICS CORP COM
SOLEShares123.72K
TypeSH
Market value$42.46M
3.03%
Sole
102.82K
Shared
0.00
None
20.90K
AT&T INC COM
SOLEShares1.43M
TypeSH
Market value$41.58M
2.97%
Sole
1.20M
Shared
0.00
None
236.09K
PFIZER INC COM
SOLEShares1.45M
TypeSH
Market value$40.70M
2.90%
Sole
1.20M
Shared
0.00
None
244.80K
US BANCORP DEL COM NEW
SOLEShares768.27K
TypeSH
Market value$39.96M
2.85%
Sole
641.77K
Shared
0.00
None
126.50K
PROCTER & GAMBLE CO COM
SOLEShares265.51K
TypeSH
Market value$38.35M
2.74%
Sole
220.62K
Shared
0.00
None
44.90K
JOHNSON & JOHNSON COM
SOLEShares133.54K
TypeSH
Market value$32.64M
2.33%
Sole
111.05K
Shared
0.00
None
22.50K
BRISTOL-MYERS SQUIBB
SOLEShares489.42K
TypeSH
Market value$29.68M
2.12%
Sole
406.72K
Shared
0.00
None
82.70K
COMCAST CORP NEW CL A
SOLEShares1.03M
TypeSH
Market value$29.44M
2.10%
Sole
856.53K
Shared
0.00
None
168.80K
COCA COLA CO COM
SOLEShares338.17K
TypeSH
Market value$25.72M
1.83%
Sole
282.47K
Shared
0.00
None
55.70K
CONOCOPHILLIPS COM
SOLEShares186.85K
TypeSH
Market value$24.66M
1.76%
Sole
150.66K
Shared
0.00
None
36.20K
LOCKHEED MARTIN CORP COM
SOLEShares37.55K
TypeSH
Market value$22.70M
1.62%
Sole
31.25K
Shared
0.00
None
6.30K
GILEAD SCIENCES INC COM
SOLEShares156.71K
TypeSH
Market value$21.84M
1.56%
Sole
130.21K
Shared
0.00
None
26.50K
UNION PAC CORP COM
SOLEShares88.41K
TypeSH
Market value$21.45M
1.53%
Sole
73.91K
Shared
0.00
None
14.50K
CHARLES SCHWAB CORP COM
SOLEShares223.62K
TypeSH
Market value$21.02M
1.50%
Sole
186.81K
Shared
0.00
None
36.80K
TEXAS INSTRS INC COM
SOLEShares107.50K
TypeSH
Market value$20.87M
1.49%
Sole
89.80K
Shared
0.00
None
17.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TARGET CORP COMSOLE | COM | 633.19K | SH | $76.74M 5.47% | 526.69K | 0.00 | 106.50K |
FEDEX CORP COMSOLE | COM | 214.03K | SH | $76.23M 5.44% | 178.13K | 0.00 | 35.90K |
CHEVRON CORP NEW COMSOLE | COM | 334.53K | SH | $69.21M 4.94% | 270.93K | 0.00 | 63.60K |
MONDELEZ INTL INC CL ASOLE | COM | 1.01M | SH | $57.97M 4.14% | 839.33K | 0.00 | 166.40K |
UNITEDHEALTH GROUP INCSOLE | COM | 191.30K | SH | $51.76M 3.69% | 158.90K | 0.00 | 32.40K |
CVS HEALTH CORP COMSOLE | COM | 715.96K | SH | $51.42M 3.67% | 597.46K | 0.00 | 118.50K |
DUKE ENERGY CORP COMSOLE | COM | 375.89K | SH | $49.22M 3.51% | 313.99K | 0.00 | 61.90K |
EXXON MOBIL CORP.SOLE | COM | 281.61K | SH | $47.78M 3.41% | 232.31K | 0.00 | 49.30K |
NEXTERA ENERGY INC COMSOLE | COM | 486.77K | SH | $45.21M 3.23% | 406.68K | 0.00 | 80.10K |
SOUTHERN CO.SOLE | COM | 448.07K | SH | $43.25M 3.08% | 374.27K | 0.00 | 73.80K |
GENERAL DYNAMICS CORP COMSOLE | COM | 123.72K | SH | $42.46M 3.03% | 102.82K | 0.00 | 20.90K |
AT&T INC COMSOLE | COM | 1.43M | SH | $41.58M 2.97% | 1.20M | 0.00 | 236.09K |
PFIZER INC COMSOLE | COM | 1.45M | SH | $40.70M 2.90% | 1.20M | 0.00 | 244.80K |
US BANCORP DEL COM NEWSOLE | COM | 768.27K | SH | $39.96M 2.85% | 641.77K | 0.00 | 126.50K |
PROCTER & GAMBLE CO COMSOLE | COM | 265.51K | SH | $38.35M 2.74% | 220.62K | 0.00 | 44.90K |
JOHNSON & JOHNSON COMSOLE | COM | 133.54K | SH | $32.64M 2.33% | 111.05K | 0.00 | 22.50K |
BRISTOL-MYERS SQUIBBSOLE | COM | 489.42K | SH | $29.68M 2.12% | 406.72K | 0.00 | 82.70K |
COMCAST CORP NEW CL ASOLE | COM | 1.03M | SH | $29.44M 2.10% | 856.53K | 0.00 | 168.80K |
COCA COLA CO COMSOLE | COM | 338.17K | SH | $25.72M 1.83% | 282.47K | 0.00 | 55.70K |
CONOCOPHILLIPS COMSOLE | COM | 186.85K | SH | $24.66M 1.76% | 150.66K | 0.00 | 36.20K |
LOCKHEED MARTIN CORP COMSOLE | COM | 37.55K | SH | $22.70M 1.62% | 31.25K | 0.00 | 6.30K |
GILEAD SCIENCES INC COMSOLE | COM | 156.71K | SH | $21.84M 1.56% | 130.21K | 0.00 | 26.50K |
UNION PAC CORP COMSOLE | COM | 88.41K | SH | $21.45M 1.53% | 73.91K | 0.00 | 14.50K |
CHARLES SCHWAB CORP COMSOLE | COM | 223.62K | SH | $21.02M 1.50% | 186.81K | 0.00 | 36.80K |
TEXAS INSTRS INC COMSOLE | COM | 107.50K | SH | $20.87M 1.49% | 89.80K | 0.00 | 17.70K |
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