§ 13F · FUND PROFILE
EDGAR LOMAX CO/VA.
AUM · $1.3B (13F)Positions · 58Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TGT | TARGET CORP COM | 586K | $76M | 5.7% | −7% |
| 2 | UNH | UNITEDHEALTH GROUP INC | 180K | $75M | 5.6% | −6% |
| 3 | CVS | CVS HEALTH CORP COM | 661K | $68M | 5.1% | −8% |
| 4 | FDX | FEDEX CORP COM | 198K | $62M | 4.6% | −8% |
| 5 | MDLZ | MONDELEZ INTL INC CL A | 927K | $54M | 4.0% | −8% |
| 6 | CVX | CHEVRON CORP NEW COM | 306K | $51M | 3.8% | −9% |
| 7 | DUK | DUKE ENERGY CORP COM | 345K | $44M | 3.3% | −8% |
| 8 | USB | US BANCORP DEL COM NEW | 705K | $43M | 3.2% | −8% |
| 9 | GD | GENERAL DYNAMICS CORP COM | 117K | $41M | 3.1% | −6% |
| 10 | SO | SOUTHERN CO. | 411K | $39M | 2.9% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EDGAR SIGNAL
AC read
EDGAR LOMAX CO/VA is a Other fund managing $1.3 billion in assets. The fund runs a portfolio of 58 positions.
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