Edgar Lomax Co/Va
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.40B
Q ending 2026-03-31
Prior quarter
$1.32B
Q ending 2025-12-31
Change
+6.5% QoQ · -12.3% YoY
Positions
56
reported holdings
Largest positions
All 56 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Target Corp Com | TGT | Shares | $76.7M | 633K |
| Fedex Corp Com | FDX | Shares | $76.2M | 214K |
| Chevron Corp New Com | CVX | Shares | $69.2M | 335K |
| Mondelez Intl Inc Cl A | MDLZ | Shares | $58.0M | 1.0M |
| Unitedhealth Group Inc | UNH | Shares | $51.8M | 191K |
| Cvs Health Corp Com | CVS | Shares | $51.4M | 716K |
| Duke Energy Corp Com | DUK | Shares | $49.2M | 376K |
| Exxon Mobil Corp. | XOM | Shares | $47.8M | 282K |
| Nextera Energy Inc Com | NEE | Shares | $45.2M | 487K |
| Southern Co. | SO | Shares | $43.2M | 448K |
| General Dynamics Corp Com | GD | Shares | $42.5M | 124K |
| At&T Inc Com | T | Shares | $41.6M | 1.4M |
| Pfizer Inc Com | PFE | Shares | $40.7M | 1.4M |
| Us Bancorp Del Com New | USB | Shares | $40.0M | 768K |
| Procter & Gamble Co Com | PG | Shares | $38.4M | 266K |
| Johnson & Johnson Com | JNJ | Shares | $32.6M | 134K |
| Bristol-Myers Squibb | BMY | Shares | $29.7M | 489K |
| Comcast Corp New Cl A | CMCSA | Shares | $29.4M | 1.0M |
| Coca Cola Co Com | KO | Shares | $25.7M | 338K |
| Conocophillips Com | COP | Shares | $24.7M | 187K |
| Lockheed Martin Corp Com | LMT | Shares | $22.7M | 38K |
| Gilead Sciences Inc Com | GILD | Shares | $21.8M | 157K |
| Union Pac Corp Com | UNP | Shares | $21.4M | 88K |
| Charles Schwab Corp Com | SCHW | Shares | $21.0M | 224K |
| Texas Instrs Inc Com | TXN | Shares | $20.9M | 108K |
| Morgan Stanley | MS | Shares | $20.7M | 126K |
| Jpmorgan Chase & Co. | JPM | Shares | $20.4M | 69K |
| Pepsico Inc Com | PEP | Shares | $20.2M | 130K |
| Starbucks Corp Com | SBUX | Shares | $19.9M | 222K |
| Bank Of America Corp Com | BAC | Shares | $19.8M | 406K |
| American International Group | AIG | Shares | $19.7M | 261K |
| Wells Fargo & Co New | WFC | Shares | $19.1M | 240K |
| Merck & Co. Inc. | MRK | Shares | $18.4M | 153K |
| American Tower Corp Ne Com | AMT | Shares | $18.4M | 107K |
| Abbott Laboratories | ABT | Shares | $17.9M | 175K |
| Home Depot Inc Com | HD | Shares | $17.8M | 54K |
| Amgen Inc Com | AMGN | Shares | $17.3M | 49K |
| Metlife Inc Com | MET | Shares | $16.7M | 236K |
| Abbvie Inc. Com | ABBV | Shares | $15.2M | 70K |
| Accenture Plc Cl A | Shares | $15.1M | 76K | |
| Medtronic Plc Shs | Shares | $14.9M | 172K | |
| Nike Inc Cl B | NKE | Shares | $12.7M | 240K |
| Bank New York Mellon Com | BNY | Shares | $11.9M | 100K |
| Citigroup Inc Com | C | Shares | $11.3M | 100K |
| Goldman Sachs Group Com | GS | Shares | $11.2M | 13K |
| General Mtrs Co Com | GM | Shares | $10.6M | 143K |
| Verizon Communications Com | VZ | Shares | $7.6M | 151K |
| Simon Ppty Group Inc N Com | SPG | Shares | $6.2M | 33K |
| United Parcel Service Cl B | UPS | Shares | $6.1M | 62K |
| Ishares Tr S&P500/Value Index | IVE | Shares | $4.4M | 21K |
| Altria Group Inc Com | MO | Shares | $2.4M | 37K |
| Standard & Poor'S Depositary R | SPY | Shares | $2.0M | 3K |
| Berkshire Hathaway Inc Cl A | BRK/A | Shares | $718K | 1 |
| Schwab Cap Tr S&P 500Idx Sel | SWPPX | Shares | $698K | 42K |
| Versant Media Group In Com Cl | VSNT | Shares | $610K | 16K |
| Honda Motor Co Ltd | Shares | $121K | 15K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.