EDGAR LOMAX CO/VA
CIK 0001013538 · KINGSTOWNE, VA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.34B
2026 Q2
Positions
58
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
41.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
TGT
TARGET CORP COM
5.7%
UNH
UNITEDHEALTH GROUP INC
5.6%
CVS
CVS HEALTH CORP COM
5.1%
FDX
FEDEX CORP COM
4.6%
MDLZ
MONDELEZ INTL INC CL A
4.0%
CVX
CHEVRON CORP NEW COM
3.8%
DUK
DUKE ENERGY CORP COM
3.3%
USB
US BANCORP DEL COM NEW
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.