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Edgar Lomax Co/Va Top Holdings and 13F Report (2025)

About Edgar Lomax Co/Va

Investment Activity

  • Edgar Lomax Co/Va has $1.58 billion in total holdings as of June 30, 2025.
  • Edgar Lomax Co/Va owns shares of 58 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
  • Approximately 0.01% of the portfolio was purchased this quarter.
  • About 1.62% of the portfolio was sold this quarter.
  • This quarter, Edgar Lomax Co/Va has purchased 58 new stocks and bought additional shares in 1 stock.
  • Edgar Lomax Co/Va sold shares of 52 stocks and completely divested from 1 stock this quarter.

Largest Holdings

CVS Health
$83,246,788
CocaCola
$67,235,494

Largest New Holdings this Quarter

404280406 - HSBC
$155,216 Holding

Largest Purchases this Quarter

HSBC
12,845 shares (about $155.22K)
SCHWAB CAP TR S&P 500IDX SEL
168 shares (about $16.10K)

Largest Sales this Quarter

CVS Health
19,410 shares (about $1.34M)
Verizon Communications
28,555 shares (about $1.24M)
International Business Machines
3,735 shares (about $1.10M)
Johnson & Johnson
7,170 shares (about $1.10M)
Mondelez International
16,030 shares (about $1.08M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofEdgar Lomax Co/Va

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
CVS Health Corporation stock logo
CVS
CVS Health
$83,246,788$1,338,902 -1.6%1,206,8255.3%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$76,866,818$1,235,575 -1.6%1,776,4464.9%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$68,457,349$1,101,003 -1.6%232,2324.3%Computer and Technology
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$67,462,592$1,081,063 -1.6%1,000,3354.3%Consumer Staples
CocaCola Company (The) stock logo
KO
CocaCola
$67,235,494$1,077,876 -1.6%950,3254.3%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$67,076,344$1,095,218 -1.6%439,1254.2%Medical
AT&T Inc. stock logo
T
AT&T
$64,400,414$1,030,988 -1.6%2,225,3084.1%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$57,359,732$951,107 -1.6%724,6053.6%Medical
FedEx Corporation stock logo
FDX
FedEx
$57,321,899$917,196 -1.6%252,1753.6%Transportation
Citigroup Inc. stock logo
C
Citigroup
$54,674,278$875,034 -1.6%642,3203.5%Financial Services
Target Corporation stock logo
TGT
Target
$51,305,399$827,180 -1.6%520,0753.2%Retail/Wholesale
Morgan Stanley stock logo
MS
Morgan Stanley
$50,663,820$809,945 -1.6%359,6753.2%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$44,324,315$713,573 -1.6%638,8632.8%Computer and Technology
Duke Energy Corporation stock logo
DUK
Duke Energy
$43,296,088$699,150 -1.6%366,9162.7%Utilities
General Dynamics Corporation stock logo
GD
General Dynamics
$41,654,590$685,401 -1.6%142,8192.6%Aerospace
Chevron Corporation stock logo
CVX
Chevron
$39,381,832$716,666 -1.8%275,0322.5%Energy
Amgen Inc. stock logo
AMGN
Amgen
$36,372,687$590,529 -1.6%130,2702.3%Medical
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$34,268,219$574,574 -1.6%317,8872.2%Energy
McDonald's Corporation stock logo
MCD
McDonald's
$29,808,644$473,315 -1.6%102,0251.9%Retail/Wholesale
Medtronic PLC stock logo
MDT
Medtronic
$29,383,699$470,718 -1.6%337,0851.9%Medical
Southern Company (The) stock logo
SO
Southern
$29,262,089$475,679 -1.6%318,6551.9%Utilities
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$28,756,173$462,406 -1.6%99,1901.8%Finance
Capital One Financial Corporation stock logo
COF
Capital One Financial
$28,309,846$449,987 -1.6%133,0601.8%Finance
3M Company stock logo
MMM
3M
$28,051,742$446,824 -1.6%184,2601.8%Multi-Sector Conglomerates
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$27,586,258$448,486 -1.6%173,1501.7%Consumer Staples
Bank of America Corporation stock logo
BAC
Bank of America
$25,577,643$410,028 -1.6%540,5251.6%Finance
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$25,240,110$414,099 -1.6%227,6551.6%Medical
MetLife, Inc. stock logo
MET
MetLife
$23,321,800$370,334 -1.6%290,0001.5%Finance
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$22,769,402$364,705 -1.6%142,9701.4%Computer and Technology
Union Pacific Corporation stock logo
UNP
Union Pacific
$22,101,485$355,474 -1.6%96,0601.4%Transportation
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$21,543,119$341,682 -1.6%213,4251.4%Transportation
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$21,503,539$347,100 -1.6%309,7601.4%Utilities
NIKE, Inc. stock logo
NKE
NIKE
$20,620,070$327,139 -1.6%290,2601.3%Consumer Discretionary
Comcast Corporation stock logo
CMCSA
Comcast
$20,383,273$326,028 -1.6%571,1201.3%Consumer Discretionary
Pfizer Inc. stock logo
PFE
Pfizer
$19,209,715$313,181 -1.6%792,4801.2%Medical
ConocoPhillips stock logo
COP
ConocoPhillips
$17,703,458$359,857 -2.0%197,2751.1%Energy
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$15,860,677$237,096 -1.5%22,4101.0%Finance
The Bank of New York Mellon Corporation stock logo
BK
Bank of New York Mellon
$15,179,746$240,530 -1.6%166,6091.0%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$14,591,454$235,152 -1.6%182,1200.9%Finance
American Express Company stock logo
AXP
American Express
$13,730,494$223,286 -1.6%43,0450.9%Finance
General Motors Company stock logo
GM
General Motors
$11,812,614$187,490 -1.6%240,0450.7%Auto/Tires/Trucks
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$9,792,695$155,937 -1.6%60,9150.6%Finance
American Tower Corporation stock logo
AMT
American Tower
$6,002,903$87,303 -1.4%27,1600.4%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$5,893,028$85,406 -1.4%15,1800.4%Industrials
Ford Motor Company stock logo
F
Ford Motor
$5,471,492$87,776 -1.6%504,2850.3%Auto/Tires/Trucks
AbbVie Inc. stock logo
ABBV
AbbVie
$5,126,453$83,529 -1.6%27,6180.3%Medical
U.S. Bancorp stock logo
USB
U.S. Bancorp
$4,720,751$75,567 -1.6%104,3260.3%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$4,343,456$68,661 -1.6%32,8950.3%Consumer Staples
Kraft Heinz Company stock logo
KHC
Kraft Heinz
$4,187,488$66,745 -1.6%162,1800.3%Consumer Staples
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$4,056,333$8,208 -0.2%20,7570.3%ETF
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$4,008,251$63,417 -1.6%86,5900.3%Medical
Dow Inc. stock logo
DOW
DOW
$3,292,258$53,490 -1.6%124,3300.2%Basic Materials
Altria Group, Inc. stock logo
MO
Altria Group
$2,658,2840.0%45,3400.2%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,025,3120.0%3,2780.1%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$728,8000.0%10.0%Finance
SCHWAB CAP TR S&P 500IDX SEL
$711,427$16,103 2.3%7,4220.0%ETF
HSBC Holdings plc stock logo
HSBC
HSBC
$155,216$155,216 New Holding12,8450.0%Finance
HONDA MOTOR CO LTD
$109,0920.0%11,3000.0%COM
HSBC HOLDINGS PLC
$0$144,890 -100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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