EDGAR LOMAX CO/VA
CIK: 0001013538SEC EDGAR →
Portfolio Value
$1.3T
Holdings
64
As of
Q4 2025
New Positions
0
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CVS HEALTH CORP COM | 912,700 | $72.4B | 5.50% |
| 2 | TARGET CORP COM | 597,605 | $58.4B | 4.44% |
| 3 | FEDEX CORP COM | 190,570 | $55.0B | 4.18% |
| 4 | UNITEDHEALTH GROUP INC | 158,650 | $52.4B | 3.98% |
| 5 | COCA COLA CO COM | 718,965 | $50.3B | 3.82% |
| 6 | MORGAN STANLEY | 272,310 | $48.3B | 3.67% |
| 7 | AT&T INC COM | 1,684,473 | $41.8B | 3.18% |
| 8 | MONDELEZ INTL INC CL A | 752,250 | $40.5B | 3.08% |
| 9 | MERCK & CO. INC. | 358,495 | $37.7B | 2.87% |
| 10 | CISCO SYS INC COM | 483,478 | $37.2B | 2.83% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 11 | $311.9B | 23.7% |
| Financial Services | 14 | $223.0B | 16.9% |
| Industrials | 7 | $172.5B | 13.1% |
| Unknown | 6 | $139.2B | 10.6% |
| Consumer Defensive | 6 | $117.9B | 9.0% |
| Energy | 3 | $77.2B | 5.9% |
| Technology | 4 | $76.1B | 5.8% |
| Utilities | 3 | $72.3B | 5.5% |
| Consumer Cyclical | 5 | $57.4B | 4.4% |
| Communication Services | 2 | $54.7B | 4.2% |
| Real Estate | 2 | $12.1B | 0.9% |
| Basic Materials | 1 | $2.2B | 0.2% |