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EDGAR LOMAX CO/VA

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001013538

$1.34B

disclosed book value

58

positions

5.7%

largest position share

Positions, as of 2026-06-30

top 58 of 58 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1TGTTARGET CORP COM585,680$76.5M5.7%
2UNHUNITEDHEALTH GROUP INC180,225$74.9M5.6%
3CVSCVS HEALTH CORP COM660,520$68.3M5.1%
4FDXFEDEX CORP COM197,808$61.9M4.6%
5MDLZMONDELEZ INTL INC CL A927,360$53.6M4%
6CVXCHEVRON CORP NEW COM305,622$50.7M3.8%
7DUKDUKE ENERGY CORP COM344,981$43.7M3.3%
8USBUS BANCORP DEL COM NEW705,056$42.6M3.2%
9GDGENERAL DYNAMICS CORP COM116,514$41.3M3.1%
10SOSOUTHERN CO.411,155$39.4M2.9%
11NEENEXTERA ENERGY INC COM446,640$39.2M2.9%
12PGPROCTER & GAMBLE CO COM250,235$36.7M2.7%
13XOMEXXON MOBIL CORP.257,022$35.1M2.6%
14PFEPFIZER INC COM1.4M$32.9M2.5%
15JNJJOHNSON & JOHNSON COM125,880$32.0M2.4%
16TXNTEXAS INSTRS INC COM98,670$29.4M2.2%
17TAT&T INC COM1.3M$27.2M2%
18BMYBRISTOL-MYERS SQUIBB461,275$26.6M2%
19KOCOCA COLA CO COM310,300$25.2M1.9%
20MSMORGAN STANLEY115,605$24.2M1.8%
21CMCSACOMCAST CORP NEW CL A940,810$23.1M1.7%
22UNPUNION PAC CORP COM81,125$22.1M1.6%
23BACBANK OF AMERICA CORP COM372,880$21.2M1.6%
24JPMJPMORGAN CHASE & CO.63,662$20.8M1.6%
25SBUXSTARBUCKS CORP COM203,290$20.8M1.6%
26SCHWCHARLES SCHWAB CORP COM205,215$18.9M1.4%
27GILDGILEAD SCIENCES INC COM147,640$18.7M1.4%
28MRKMERCK & CO. INC.143,985$18.5M1.4%
29METMETLIFE INC COM216,815$18.3M1.4%
30WFCWELLS FARGO & CO NEW220,015$18.2M1.4%
31LMTLOCKHEED MARTIN CORP COM35,404$18.0M1.3%
32AIGAMERICAN INTERNATIONAL GROUP239,670$17.9M1.3%
33COPCONOCOPHILLIPS COM168,750$17.5M1.3%
34HDHOME DEPOT INC COM49,735$17.5M1.3%
35AMGNAMGEN INC COM46,233$16.7M1.3%
36ABBVABBVIE INC. COM66,103$16.6M1.2%
37PEPPEPSICO INC COM119,310$16.2M1.2%
38AMTAMERICAN TOWER CORP NE COM97,685$16.0M1.2%
39FDXFFEDEX FGHT HLDG CO INC COMMON98,892$14.9M1.1%
40ABTABBOTT LABORATORIES164,535$14.9M1.1%
41BNYBANK NEW YORK MELLON C COM91,969$13.3M1%
42CCITIGROUP INC COM91,665$12.8M1%
43GSGOLDMAN SACHS GROUP COM12,208$12.3M0.9%
44MDTMEDTRONIC PLC SHS157,570$12.3M0.9%
45GMGENERAL MTRS CO COM131,070$10.1M0.8%
46NKENIKE INC CL B220,625$9.1M0.7%
47ACNACCENTURE PLC CL A69,875$8.7M0.6%
48SPGSIMON PPTY GROUP INC N COM30,265$6.8M0.5%
49UPSUNITED PARCEL SERVICE CL B56,845$6.1M0.5%
50VZVERIZON COMMUNICATIONS COM138,096$5.8M0.4%
51IVEISHARES TR S&P500/VALUE INDEX20,740$4.7M0.4%
52MOALTRIA GROUP INC COM36,640$2.6M0.2%
53SPYSTANDARD & POOR'S DEPOSITARY R3,150$2.4M0.2%
54SWPPXSCHWAB CAP TR S&P 500IDX SEL41,597$803,6510.1%
55BRK/ABERKSHIRE HATHAWAY INC CL A1$748,8500.1%
56VSNTVERSANT MEDIA GROUP IN COM CL15,021$540,9060%
57BHP GROUP LTD5,155$212,1400%
58HONDA MOTOR CO LTD15,300$139,3260%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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