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Edgar Lomax Co/Va

Portfolio Manager
Edgar Lomax Co/Va
Performance
+5.33% (2025 Q4)
AUM (13F)
$1.40B
# of Holdings
56
Performance Rank
Allocation (Top 20)
65.21%

Edgar Lomax Co/Va Holdings Map

Top 50 Edgar Lomax Co/Va Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TGT
TARGET CORP COM
5.47%633.2K$76.7M
+5.95%(+35.58K)
2025-Q1: 528.5K shares2025-Q2: 520.1K shares2025-Q3: 402.3K shares2025-Q4: 597.6K shares2026-Q1: 633.2K shares
$120.28(+2.33%)
2026-03-31
FDX
FEDEX CORP COM
5.44%214.0K$76.2M
+12.31%(+23.46K)
2025-Q1: 256.2K shares2025-Q2: 252.2K shares2025-Q3: 195.0K shares2025-Q4: 190.6K shares2026-Q1: 214.0K shares
$214.18(+77.41%)
2026-03-31
CVX
CHEVRON CORP NEW COM
4.94%334.5K$69.2M
+54.77%(+118.38K)
2025-Q1: 280.0K shares2025-Q2: 275.0K shares2025-Q3: 221.6K shares2025-Q4: 216.2K shares2026-Q1: 334.5K shares
$137.13(+36.11%)
2026-03-31
MDLZ
MONDELEZ INTL INC CL A
4.14%1.01M$58.0M
+33.70%(+253.47K)
2025-Q1: 1.02M shares2025-Q2: 1.00M shares2025-Q3: 774.2K shares2025-Q4: 752.3K shares2026-Q1: 1.01M shares
$61.64(-1.08%)
2026-03-31
UNH
UNITEDHEALTH GROUP INC
3.69%191.3K$51.8M
+20.58%(+32.65K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 158.7K shares2026-Q1: 191.3K shares
$335.75(+18.86%)
2026-03-31
CVS
CVS HEALTH CORP COM
3.67%716.0K$51.4M
-21.56%(-196.74K)
2025-Q1: 1.23M shares2025-Q2: 1.21M shares2025-Q3: 933.6K shares2025-Q4: 912.7K shares2026-Q1: 716.0K shares
$69.93(+38.93%)
2026-03-31
DUK
DUKE ENERGY CORP COM
3.51%375.9K$49.2M
+35.62%(+98.72K)
2025-Q1: 372.8K shares2025-Q2: 366.9K shares2025-Q3: 283.5K shares2025-Q4: 277.2K shares2026-Q1: 375.9K shares
$109.03(+14.02%)
2026-03-31
XOM
EXXON MOBIL CORP.
3.41%281.6K$47.8M
+15.81%(+38.45K)
2025-Q1: 323.2K shares2025-Q2: 317.9K shares2025-Q3: 248.8K shares2025-Q4: 243.2K shares2026-Q1: 281.6K shares
$89.06(+71.55%)
2026-03-31
NEE
NEXTERA ENERGY INC COM
3.23%486.8K$45.2M
+108.13%(+252.89K)
2025-Q1: 314.8K shares2025-Q2: 309.8K shares2025-Q3: 239.3K shares2025-Q4: 233.9K shares2026-Q1: 486.8K shares
$76.06(+25.80%)
2026-03-31
SO
SOUTHERN CO.
3.08%448.1K$43.2M
+86.16%(+207.38K)
2025-Q1: 323.8K shares2025-Q2: 318.7K shares2025-Q3: 246.2K shares2025-Q4: 240.7K shares2026-Q1: 448.1K shares
$77.36(+21.10%)
2026-03-31

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