EDGAR LOMAX CO/VA

Est. AUM

$1.40B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TARGET CORP COM	COM	$76.7M	633189	5.47%	SOLE
2	FEDEX CORP COM	COM	$76.2M	214030	5.44%	SOLE
3	CHEVRON CORP NEW COM	COM	$69.2M	334532	4.94%	SOLE
4	MONDELEZ INTL INC CL A	COM	$58.0M	1005725	4.14%	SOLE
5	UNITEDHEALTH GROUP INC	COM	$51.8M	191299	3.69%	SOLE
6	CVS HEALTH CORP COM	COM	$51.4M	715960	3.67%	SOLE
7	DUKE ENERGY CORP COM	COM	$49.2M	375886	3.51%	SOLE
8	EXXON MOBIL CORP.	COM	$47.8M	281612	3.41%	SOLE
9	NEXTERA ENERGY INC COM	COM	$45.2M	486775	3.23%	SOLE
10	SOUTHERN CO.	COM	$43.2M	448070	3.08%	SOLE
11	GENERAL DYNAMICS CORP COM	COM	$42.5M	123724	3.03%	SOLE
12	AT&T INC COM	COM	$41.6M	1434213	2.97%	SOLE
13	PFIZER INC COM	COM	$40.7M	1449272	2.90%	SOLE
14	US BANCORP DEL COM NEW	COM	$40.0M	768266	2.85%	SOLE
15	PROCTER & GAMBLE CO COM	COM	$38.4M	265515	2.74%	SOLE
16	JOHNSON & JOHNSON COM	COM	$32.6M	133545	2.33%	SOLE
17	BRISTOL-MYERS SQUIBB	COM	$29.7M	489420	2.12%	SOLE
18	COMCAST CORP NEW CL A	COM	$29.4M	1025335	2.10%	SOLE
19	COCA COLA CO COM	COM	$25.7M	338170	1.83%	SOLE
20	CONOCOPHILLIPS COM	COM	$24.7M	186855	1.76%	SOLE
21	LOCKHEED MARTIN CORP COM	COM	$22.7M	37555	1.62%	SOLE
22	GILEAD SCIENCES INC COM	COM	$21.8M	156705	1.56%	SOLE
23	UNION PAC CORP COM	COM	$21.4M	88405	1.53%	SOLE
24	CHARLES SCHWAB CORP COM	COM	$21.0M	223615	1.50%	SOLE
25	TEXAS INSTRS INC COM	COM	$20.9M	107500	1.49%	SOLE
26	MORGAN STANLEY	COM	$20.7M	125975	1.48%	SOLE
27	JPMORGAN CHASE & CO.	COM	$20.4M	69337	1.45%	SOLE
28	PEPSICO INC COM	COM	$20.2M	130085	1.44%	SOLE
29	STARBUCKS CORP COM	COM	$19.9M	221580	1.42%	SOLE
30	BANK OF AMERICA CORP COM	COM	$19.8M	406290	1.41%	SOLE
31	AMERICAN INTERNATIONAL GROUP	COM	$19.7M	261200	1.40%	SOLE
32	WELLS FARGO & CO NEW	COM	$19.1M	239785	1.36%	SOLE
33	MERCK & CO. INC.	COM	$18.4M	152850	1.31%	SOLE
34	AMERICAN TOWER CORP NE COM	COM	$18.4M	106530	1.31%	SOLE
35	ABBOTT LABORATORIES	COM	$17.9M	174605	1.28%	SOLE
36	HOME DEPOT INC COM	COM	$17.8M	54172	1.27%	SOLE
37	AMGEN INC COM	COM	$17.3M	49038	1.23%	SOLE
38	METLIFE INC COM	COM	$16.7M	236245	1.19%	SOLE
39	ABBVIE INC. COM	COM	$15.2M	70108	1.09%	SOLE
40	ACCENTURE PLC CL A	COM	$15.1M	76080	1.08%	SOLE
41	MEDTRONIC PLC SHS	COM	$14.9M	171745	1.06%	SOLE
42	NIKE INC CL B	COM	$12.7M	240460	0.91%	SOLE
43	BANK NEW YORK MELLON COM	COM	$11.9M	100204	0.85%	SOLE
44	CITIGROUP INC COM	COM	$11.3M	99830	0.81%	SOLE
45	GOLDMAN SACHS GROUP COM	COM	$11.2M	13282	0.80%	SOLE
46	GENERAL MTRS CO COM	COM	$10.6M	142890	0.76%	SOLE
47	VERIZON COMMUNICATIONS COM	COM	$7.6M	150511	0.54%	SOLE
48	SIMON PPTY GROUP INC N COM	COM	$6.2M	33035	0.44%	SOLE
49	UNITED PARCEL SERVICE CL B	COM	$6.1M	61875	0.43%	SOLE
50	ISHARES TR S&P500/VALUE INDEX	COM	$4.4M	20740	0.31%	SOLE

1–50 of 56

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.