StockDriftsStockDriftsTop 50 Edgar Lomax CO Va Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TGT | TARGET CORP COM | 5.72% | 585.7K | $76.5M | -7.50%(-47.51K) | $120.28(+25.55%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 5.6% | 180.2K | $74.9M | -5.79%(-11.07K) | $335.75(+18.09%) | 2026-06-30 | |
| CVS | CVS HEALTH CORP COM | 5.11% | 660.5K | $68.3M | -7.74%(-55.44K) | $69.93(+38.95%) | 2026-06-30 | |
| FDX | FEDEX CORP COM | 4.63% | 197.8K | $61.9M | -25.53%(-67.80K) | $214.18(+55.82%) | 2026-06-30 | |
| MDLZ | MONDELEZ INTL INC CL A | 4.01% | 927.4K | $53.6M | -7.79%(-78.36K) | $61.64(+0.88%) | 2026-06-30 | |
| CVX | CHEVRON CORP NEW COM | 3.79% | 305.6K | $50.7M | -8.64%(-28.91K) | $137.13(+46.83%) | 2026-06-30 | |
| DUK | DUKE ENERGY CORP COM | 3.26% | 345.0K | $43.7M | -8.22%(-30.91K) | $111.29(+11.31%) | 2026-06-30 | |
| USB | US BANCORP DEL COM NEW | 3.18% | 705.1K | $42.6M | -8.23%(-63.21K) | $51.82(+26.61%) | 2026-06-30 | |
| GD | GENERAL DYNAMICS CORP COM | 3.09% | 116.5K | $41.3M | -5.83%(-7.21K) | $203.29(+94.69%) | 2026-06-30 | |
| SO | SOUTHERN CO. | 2.94% | 411.2K | $39.4M | -8.24%(-36.91K) | $77.36(+19.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.09% | +40.84% | +7.46% | +43.32% |
| Top 20 Holdings Unweighted | +13.05% | +44.49% | +7.81% | +45.62% |
Edgar Lomax CO Va reports $1.34B in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are TGT (5.7%), UNH (5.6%) and CVS (5.1%). The top 20 holdings account for 64.4% of reported assets. Its disclosed equity book has returned +40.84% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Edgar Lomax CO Va’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1013538). View Edgar Lomax CO Va’s 13F filings on SEC