EDGAR LOMAX CO/VA: 13F holdings
CIK 10135382026Q2
| Positions | 58 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 58 (+2 vs prior quarter) |
|---|
| Reported value | $1.3bn (-4.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TGT TARGET CORP COM | 585,680 | $76.5m | 5.7% |
| UNH UNITEDHEALTH GROUP INC | 180,225 | $74.9m | 5.6% |
| CVS CVS HEALTH CORP COM | 660,520 | $68.3m | 5.1% |
| FDX FEDEX CORP COM | 197,808 | $61.9m | 4.6% |
| MDLZ MONDELEZ INTL INC CL A | 927,360 | $53.6m | 4.0% |
| CVX CHEVRON CORP NEW COM | 305,622 | $50.7m | 3.8% |
| DUK DUKE ENERGY CORP COM | 344,981 | $43.7m | 3.3% |
| USB US BANCORP DEL COM NEW | 705,056 | $42.6m | 3.2% |
| GD GENERAL DYNAMICS CORP COM | 116,514 | $41.3m | 3.1% |
| SO SOUTHERN CO. | 411,155 | $39.4m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1013538")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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