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CIK: 0001013538
Total reported value
$1.3B
$1.3B
56 檔
24.8%
At the close of Q1 2026, Edgar Lomax Co/va disclosed equity holdings valued at approximately $1.3B, spread across 56 reported holdings.
Edgar Lomax Co/va executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 12 holdings and trimming 21 positions.
In terms of portfolio concentration, the top 5 core holdings (including TGT, FDX, CVX) accounted for 24.8% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TGT | Target CORP | Stock-Consumer Disc | 5.47% | +0.25% | +5.95% | |
| 2 | FDX | Fedex CORP | Stock-Industrials | 5.44% | -0.81% | +12.31% | |
| 3 | CVX | Chevron CORP | Stock-Energy | 4.94% | -1.15% | +54.77% | |
| 4 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 4.14% | -0.13% | +33.70% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.69% | +1.91% | +20.58% | |
| 6 | CVS | Cvs Health CORP | Stock-Healthcare | 3.67% | +1.44% | -21.56% | |
| 7 | DUK | Duke Energy CORP | Stock-Utilities | 3.51% | -0.25% | +35.62% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 3.41% | -0.78% | +15.81% | |
| 9 | NEE | Nextera Energy Inc | Stock-Utilities | 3.23% | -0.30% | +108.13% | |
| 10 | SO | Southern Co/the | Stock-Utilities | 3.08% | -0.14% | +86.16% | |
| 11 | GD | General Dynamics CORP | Stock-Industrials | 3.03% | +0.05% | +15.12% | |
| 12 | T | At&t Inc | Stock-Comm Services | 2.97% | -0.93% | -14.86% | |
| 13 | PFE | Pfizer Inc | Stock-Healthcare | 2.90% | -0.44% | +144.68% | |
| 14 | USB | US Bancorp | Stock-Financials | 2.85% | +0.33% | +873.52% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.74% | — | +105.25% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.33% | +0.06% | -22.36% | |
| 17 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.12% | -0.13% | +650.53% | |
| 18 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.10% | -0.37% | +138.64% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.83% | +0.05% | -52.96% | |
| 20 | COP | Conocophillips | Stock-Energy | 1.76% | -0.45% | +16.92% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.62% | -0.27% | -7.12% | |
| 22 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.56% | -0.17% | -8.54% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.53% | +0.12% | +21.49% | |
| 24 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.50% | -0.08% | +12.11% | |
| 25 | TXN | Texas Instruments Inc | Stock-Tech | 1.49% | +0.71% | — | |
| 26 | MS | Morgan Stanley | Stock-Financials | 1.48% | +0.33% | -53.74% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | +0.11% | -7.67% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.44% | -0.23% | +420.97% | |
| 29 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.42% | +0.13% | — | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 1.41% | +0.18% | -0.70% | |
| 31 | AIG | American International Group | Stock-Financials | 1.40% | -0.06% | +12.03% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 1.36% | — | +74.02% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.31% | +0.07% | -57.36% | |
| 34 | AMT | American Tower CORP | Stock-Real Estate | 1.31% | -0.12% | +418.65% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 1.28% | -0.16% | +66.93% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 1.27% | +0.04% | — | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 1.23% | +0.02% | -49.96% | |
| 38 | MET | Metlife Inc | Stock-Financials | 1.19% | +0.18% | +7.67% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 1.09% | +0.15% | +236.28% | |
| 40 | ACN | Accenture plc | Stock-Tech | 1.08% | -0.43% | +1.91% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 1.06% | -0.14% | -32.68% | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.91% | -0.23% | +10.15% | |
| 43 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.85% | +0.14% | -20.53% | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.81% | +0.15% | -62.00% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.80% | +0.12% | -21.69% | |
| 46 | GM | General Motors Co | Stock-Consumer Disc | 0.76% | — | -21.39% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.54% | -0.10% | -78.16% | |
| 48 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.44% | +0.07% | -28.25% | |
| 49 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.43% | +0.03% | -61.46% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.31% | +0.04% | -24.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USB | US Bancorp | +2.5% | +873.52% | Add |
| 2 | CVX | Chevron CORP | +2.4% | +54.77% | Add |
| 3 | BMY | Bristol-myers Squibb Co | +1.9% | +650.53% | Add |
| 4 | NEE | Nextera Energy Inc | +1.8% | +108.13% | Add |
| 5 | PFE | Pfizer Inc | +1.8% | +144.68% | Add |
| 6 | SO | Southern Co/the | +1.5% | +86.16% | Add |
| 7 | PG | Procter & Gamble Co/the | +1.3% | +105.25% | Add |
| 8 | FDX | Fedex CORP | +1.3% | +12.31% | Add |
| 9 | XOM | Exxon Mobil CORP | +1.2% | +15.81% | Add |
| 10 | PEP | Pepsico Inc | +1.2% | +420.97% | Add |
| 11 | CMCSA | Comcast Corp-class A | +1.1% | +138.64% | Add |
| 12 | MDLZ | Mondelez International Inc-a | +1.1% | +33.70% | Add |
| 13 | DUK | Duke Energy CORP | +1% | +35.62% | Add |
| 14 | AMT | American Tower CORP | +1% | +418.65% | Add |
| 15 | TGT | Target CORP | +1% | +5.95% | Add |
| 16 | ABBV | Abbvie Inc | +0.7% | +236.28% | Add |
| 17 | COP | Conocophillips | +0.6% | +16.92% | Add |
| 18 | WFC | Wells Fargo & Co | +0.4% | +74.02% | Add |
| 19 | GD | General Dynamics CORP | +0.3% | +15.12% | Add |
| 20 | ABT | Abbott Laboratories | +0.3% | +66.93% | Add |
| 21 | UNP | Union Pacific CORP | +0.3% | +21.49% | Add |
| 22 | LMT | Lockheed Martin CORP | +0.1% | -7.12% | Trim |
| 23 | MO | Altria Group Inc | 0% | — | Unchanged |
| 24 | ✓ | Honda Motor Co LTD | — | +35.40% | Add |
| 25 | SCHW | Schwab (charles) CORP | 0% | +12.11% | Add |
| 26 | SWPPX | Schwab S&p 500 Index-sel | 0% | -13.82% | Trim |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 29 | GILD | Gilead Sciences Inc | 0% | -8.54% | Trim |
| 30 | AIG | American International Group | -0.1% | +12.03% | Add |
| 31 | IVE | Ishares S&p 500 Value ETF | -0.1% | -24.73% | Trim |
| 32 | MET | Metlife Inc | -0.1% | +7.67% | Add |
| 33 | NKE | Nike Inc -cl B | -0.2% | +10.15% | Add |
| 34 | SPG | Simon Property Group Inc | -0.2% | -28.25% | Trim |
| 35 | T | At&t Inc | -0.2% | -14.86% | Trim |
| 36 | BNY | Bank Of New York Mellon CORP | -0.3% | -20.53% | Trim |
| 37 | UNH | Unitedhealth Group Inc | -0.3% | +20.58% | Add |
| 38 | BAC | Bank Of America CORP | -0.3% | -0.70% | Trim |
| 39 | GS | Goldman Sachs Group Inc | -0.3% | -21.69% | Trim |
| 40 | GM | General Motors Co | -0.4% | -21.39% | Trim |
| 41 | JNJ | Johnson & Johnson | -0.4% | -22.36% | Trim |
| 42 | JPM | Jpmorgan Chase & Co | -0.4% | -7.67% | Trim |
| 43 | ACN | Accenture plc | -0.4% | +1.91% | Add |
| 44 | UPS | United Parcel Service-cl B | -0.8% | -61.46% | Trim |
| 45 | MDT | Medtronic plc | -0.8% | -32.68% | Trim |
| 46 | AMGN | Amgen Inc | -1.2% | -49.96% | Trim |
| 47 | C | Citigroup Inc | -1.5% | -62.00% | Trim |
| 48 | MRK | Merck & Co. Inc. | -1.6% | -57.36% | Trim |
| 49 | VZ | Verizon Communications Inc | -1.6% | -78.16% | Trim |
| 50 | CVS | Cvs Health CORP | -1.8% | -21.56% | Trim |
According to official SEC Form 13F filings, Edgar Lomax Co/va reported a total U.S. public equity portfolio value of $1.3B across 56 disclosed positions in Q1 2026.
During Q1 2026, Edgar Lomax Co/va's top holdings by market value included TGT (5.5%)、FDX (5.4%)、CVX (4.9%). The largest single position, TGT, represented 5.5% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
TXN
市值: $20.9M
Top Position Liquidated / Trimmed
CSCO
前期市值: $37.2M
In Q1 2026, Edgar Lomax Co/va made 65 total portfolio adjustments, initiating 4 new buys, adding to 28 positions, trimming 21 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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