Investor
EDGAR LOMAX CO/VA
CIK 0001013538 · filed 2026-05-12 · SEC filing
13F book
$1.4B
Positions
56
4 new · 12 sold
Largest name
5.5%
Target Corp · TGT
Est. mark
$55.9M
Price effect on 52 names still held. Flow $29.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Target Corp | TGT | 633.2K | $76.7M | 5.5% | $14M | Added$18.3M |
| Fedex Corp | FDX | 214K | $76.2M | 5.4% | $12.8M | Added$21.2M |
| Chevron Corp New | CVX | 334.5K | $69.2M | 4.9% | $11.8M | Added$36.3M |
| Mondelez Intl Inc | — | 1.01M | $58M | 4.1% | $2.87M | Added$17.5M |
| Unitedhealth Group Inc | UNH | 191.3K | $51.8M | 3.7% | −$9.44M | Added−$608.4K |
| Cvs Health Corp | CVS | 716K | $51.4M | 3.7% | −$5.4M | Cut−$21M |
| Duke Energy Corp New | — | 375.9K | $49.2M | 3.5% | $3.81M | Added$16.7M |
| Exxon Mobil Corp | — | 281.6K | $47.8M | 3.4% | $12M | Added$18.5M |
| Nextera Energy Inc | — | 486.8K | $45.2M | 3.2% | $2.95M | Added$26.4M |
| Southern Co | — | 448.1K | $43.2M | 3.1% | $2.24M | Added$22.3M |
| General Dynamics Corp | GD | 123.7K | $42.5M | 3.0% | $705K | Added$6.28M |
| At&T Inc | — | 1.43M | $41.6M | 3.0% | $5.95M | Cut−$264.5K |
| Pfizer Inc | PFE | 1.45M | $40.7M | 2.9% | $1.88M | Added$25.9M |
| Us Bancorp Del | — | 768.3K | $40M | 2.9% | −$106.5K | Added$35.7M |
| Procter And Gamble Co | PG | 265.5K | $38.4M | 2.7% | $146.2K | Added$19.8M |
| Johnson & Johnson | JNJ | 133.5K | $32.6M | 2.3% | $5.01M | Cut−$2.95M |
| Bristol-Myers Squibb Co | — | 489.4K | $29.7M | 2.1% | $437.6K | Added$26.2M |
| Comcast Corp New | — | 1.03M | $29.4M | 2.1% | −$507K | Added$16.6M |
| Coca Cola Co | KO | 338.2K | $25.7M | 1.8% | $2.08M | Cut−$24.5M |
| Conocophillips | COP | 186.9K | $24.7M | 1.8% | $6.14M | Added$9.7M |
| Lockheed Martin Corp | LMT | 37.6K | $22.7M | 1.6% | $4.53M | Cut$3.14M |
| Gilead Sciences, Inc. | GILD | 156.7K | $21.8M | 1.6% | $2.61M | Cut$810.9K |
| Union Pac Corp | — | 88.4K | $21.4M | 1.5% | $822.2K | Added$4.62M |
| Schwab Charles Corp | — | 223.6K | $21M | 1.5% | −$1.18M | Added$1.09M |
| Texas Instrs Inc | — | 107.5K | $20.9M | 1.5% | — | New |
| Morgan Stanley | — | 126K | $20.7M | 1.5% | −$1.63M | Cut−$27.6M |
| Jpmorgan Chase & Co. | — | 69.3K | $20.4M | 1.5% | −$1.95M | Cut−$3.8M |
| Pepsico Inc | PEP | 130.1K | $20.2M | 1.4% | $293.9K | Added$16.6M |
| Starbucks Corp | SBUX | 221.6K | $19.9M | 1.4% | — | New |
| Bank America Corp | — | 406.3K | $19.8M | 1.4% | −$2.54M | Cut−$2.7M |
| American Intl Group Inc | — | 261.2K | $19.7M | 1.4% | −$2.4M | Added−$290.3K |
| Wells Fargo Co New | — | 239.8K | $19.1M | 1.4% | −$1.87M | Added$6.25M |
| Merck & Co., Inc. | MRK | 152.8K | $18.4M | 1.3% | $2.3M | Cut−$19.3M |
| American Tower Corp New | — | 106.5K | $18.4M | 1.3% | −$61.4K | Added$14.8M |
| Abbott Labs | ABT | 174.6K | $17.9M | 1.3% | −$2.37M | Added$4.82M |
| Home Depot, Inc. | HD | 54.2K | $17.8M | 1.3% | — | New |
| Amgen Inc | AMGN | 49K | $17.3M | 1.2% | $1.2M | Cut−$14.8M |
| Metlife Inc | — | 236.2K | $16.7M | 1.2% | −$1.8M | Added−$613K |
| AbbVie Inc. | ABBV | 70.1K | $15.2M | 1.1% | −$229.3K | Added$10.5M |
| Accenture Plc Ireland | — | 76.1K | $15.1M | 1.1% | −$5.23M | Added−$4.94M |
| Medtronic Plc | MDT | 171.7K | $14.9M | 1.1% | −$1.62M | Cut−$9.62M |
| NIKE, Inc. | NKE | 240.5K | $12.7M | 0.9% | −$2.38M | Added−$1.21M |
| Bank New York Mellon Corp | — | 100.2K | $11.9M | 0.8% | $254.5K | Cut−$2.75M |
| Citigroup Inc | — | 99.8K | $11.3M | 0.8% | −$327.4K | Cut−$19.3M |
| Goldman Sachs Group Inc | — | 13.3K | $11.2M | 0.8% | −$438.4K | Cut−$3.67M |
| General Mtrs Co | — | 142.9K | $10.6M | 0.8% | −$974.5K | Cut−$4.14M |
| Verizon Communications Inc | VZ | 150.5K | $7.56M | 0.5% | $1.43M | Cut−$20.5M |
| Simon Ppty Group Inc New | — | 33K | $6.16M | 0.4% | $46.9K | Cut−$2.36M |
| United Parcel Service Inc | UPS | 61.9K | $6.09M | 0.4% | −$50.1K | Cut−$9.84M |
| Ishares Tr | — | 20.7K | $4.38M | 0.3% | −$19.1K | Cut−$1.46M |
| Altria Group, Inc. | MO | 36.6K | $2.42M | 0.2% | $305.2K | Held |
| Spdr S&P 500 Etf Tr | — | 3.15K | $2.05M | 0.1% | −$99.5K | Held |
| Berkshire Hathaway Inc Del | — | 1 | $718.1K | 0.1% | −$36.7K | Held |
| Schwab S&P 500 Index | — | 41.6K | $697.6K | 0.1% | −$32K | Cut−$149K |
| Versant Media Group, Inc. | VSNT | 16.5K | $610.1K | 0.0% | — | New |
| Honda Motor Co Ltd | — | 15.3K | $120.9K | 0.0% | −$21.4K | Added$10.2K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.