Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EDGAR LOMAX CO/VA (CIK 1013538) reported $1.40B across 54 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TGT ($76.7M, 5.47%), FDX ($76.2M, 5.44%), CVX ($69.2M, 4.94%), MDLZ ($58.0M, 4.14%), UNH ($51.8M, 3.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TGT | TARGET CORP COM | $76.7M | 5.47% | 633,189 | Added |
| 2 | FDX | FEDEX CORP COM | $76.2M | 5.44% | 214,030 | Added |
| 3 | CVX | CHEVRON CORP NEW COM | $69.2M | 4.94% | 334,532 | Added |
| 4 | MDLZ | MONDELEZ INTL INC CL A | $58.0M | 4.14% | 1.0M | Added |
| 5 | UNH | UNITEDHEALTH GROUP INC | $51.8M | 3.69% | 191,299 | Added |
| 6 | CVS | CVS HEALTH CORP COM | $51.4M | 3.67% | 715,960 | Trimmed |
| 7 | DUK | DUKE ENERGY CORP COM | $49.2M | 3.51% | 375,886 | Added |
| 8 | XOM | EXXON MOBIL CORP. | $47.8M | 3.41% | 281,612 | Added |
| 9 | NEE | NEXTERA ENERGY INC COM | $45.2M | 3.23% | 486,775 | Added |
| 10 | SO | SOUTHERN CO. | $43.2M | 3.08% | 448,070 | Added |
| 11 | GD | GENERAL DYNAMICS CORP COM | $42.5M | 3.03% | 123,724 | Added |
| 12 | T | AT&T INC COM | $41.6M | 2.97% | 1.4M | Trimmed |
| 13 | PFE | PFIZER INC COM | $40.7M | 2.90% | 1.4M | Added |
| 14 | USB | US BANCORP DEL COM NEW | $40.0M | 2.85% | 768,266 | Added |
| 15 | PG | PROCTER & GAMBLE CO COM | $38.4M | 2.74% | 265,515 | Added |
| 16 | JNJ | JOHNSON & JOHNSON COM | $32.6M | 2.33% | 133,545 | Trimmed |
| 17 | BMY | BRISTOL-MYERS SQUIBB | $29.7M | 2.12% | 489,420 | Added |
| 18 | CMCSA | COMCAST CORP NEW CL A | $29.4M | 2.10% | 1.0M | Added |
| 19 | KO | COCA COLA CO COM | $25.7M | 1.83% | 338,170 | Trimmed |
| 20 | COP | CONOCOPHILLIPS COM | $24.7M | 1.76% | 186,855 | Added |
| 21 | LMT | LOCKHEED MARTIN CORP COM | $22.7M | 1.62% | 37,555 | Trimmed |
| 22 | GILD | GILEAD SCIENCES INC COM | $21.8M | 1.56% | 156,705 | Trimmed |
| 23 | UNP | UNION PAC CORP COM | $21.4M | 1.53% | 88,405 | Added |
| 24 | SCHW | CHARLES SCHWAB CORP COM | $21.0M | 1.50% | 223,615 | Added |
| 25 | TXN | TEXAS INSTRS INC COM | $20.9M | 1.49% | 107,500 | New |
Source: SEC Form 13F filings · as of 2026-03-31