Q2 2026 13F · SEC CIK 1013538

Edgar Lomax Co/va

Investment managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.3B
Reported positions: 58
Top holdings a year, 3 yrs: +16.7%
Average holding period: 5.3 yrs

Edgar Lomax Co/va is an investment manager that reported 58 positions worth $1.3B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Target Corp (TGT, 5.7%), Unitedhealth Group Inc (UNH, 5.6%), Cvs Health Corp (CVS, 5.1%). A portfolio copying its top holdings returned 16.7% a year over the last 3 years, against 20.4% for the S&P 500.

Edgar Lomax Co/va holdings largest 50 of 58 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Edgar Lomax Co/va 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TGTTarget Corp	5.7%	5.5%	585,680	-7.5%	$76.5M
UNHUnitedhealth Group Inc	5.6%	3.7%	180,225	-5.8%	$74.9M
CVSCvs Health Corp	5.1%	3.7%	660,520	-7.7%	$68.3M
FDXFedex Corp	4.6%	5.4%	197,808	-7.6%	$61.9M
MDLZMondelez International	4.0%	4.1%	927,360	-7.8%	$53.6M
CVXChevron Corporation	3.8%	4.9%	305,622	-8.6%	$50.7M
DUKDuke Energy Corp New	3.3%	3.5%	344,981	-8.2%	$43.7M
USBUS Bancorp	3.2%	2.9%	705,056	-8.2%	$42.6M
GDGeneral Dynamics Corp	3.1%	3.0%	116,514	-5.8%	$41.3M
SOSouthern Co	2.9%	3.1%	411,155	-8.2%	$39.4M
NEENextera Energy Inc	2.9%	3.2%	446,640	-8.2%	$39.2M
PGProcter & Gamble Co	2.7%	2.7%	250,235	-5.8%	$36.7M
XOMExxon Mobil Corp	2.6%	3.4%	257,022	-8.7%	$35.1M
PFEPfizer Inc	2.5%	2.9%	1,365,777	-5.8%	$32.9M
JNJJohnson & Johnson	2.4%	2.3%	125,880	-5.7%	$32.0M
TXNTexas Instrs Inc	2.2%	1.5%	98,670	-8.2%	$29.4M
TAt&t Inc	2.0%	3.0%	1,316,103	-8.2%	$27.2M
BMYBristol-Myers Squibb Co	2.0%	2.1%	461,275	-5.8%	$26.6M
KOCoca Cola Co	1.9%	1.8%	310,300	-8.2%	$25.2M
MSMorgan Stanley	1.8%	1.5%	115,605	-8.2%	$24.2M
CMCSAComcast Corp New	1.7%	2.1%	940,810	-8.2%	$23.1M
UNPUnion Pac Corp	1.6%	1.5%	81,125	-8.2%	$22.1M
BACBank of Amer Corp	1.6%	1.4%	372,880	-8.2%	$21.2M
JPMJpmorgan Chase & Co	1.6%	1.5%	63,662	-8.2%	$20.8M
SBUXStarbucks Corp	1.6%	1.4%	203,290	-8.3%	$20.8M
SCHWCharles Schwab Corp (the)	1.4%	1.5%	205,215	-8.2%	$18.9M
GILDGilead Sciences Inc	1.4%	1.6%	147,640	-5.8%	$18.7M
MRKMerck & Co Inc	1.4%	1.3%	143,985	-5.8%	$18.5M
METMetlife Inc	1.4%	1.2%	216,815	-8.2%	$18.3M
WFCWells Fargo & Co	1.4%	1.4%	220,015	-8.2%	$18.2M
LMTLockheed Martin Corp	1.3%	1.6%	35,404	-5.7%	$18.0M
AIGAmerican Intl Group Inc	1.3%	1.4%	239,670	-8.2%	$17.9M
COPConocophillips	1.3%	1.8%	168,750	-9.7%	$17.5M
HDHome Depot Inc	1.3%	1.3%	49,735	-8.2%	$17.5M
AMGNAmgen Inc	1.3%	1.2%	46,233	-5.7%	$16.7M
ABBVAbbvie Inc	1.2%	1.1%	66,103	-5.7%	$16.6M
PEPPepsico Inc	1.2%	1.4%	119,310	-8.3%	$16.2M
AMTAmerican Tower Corp	1.2%	1.3%	97,685	-8.3%	$16.0M
FDXFFedex Fght Hldg Co Inc	1.1%	—	98,892	—	$14.9M
ABTAbbott Laboratories	1.1%	1.3%	164,535	-5.8%	$14.9M
BNYBank of Ny Mellon Corp	1.0%	0.8%	91,969	-8.2%	$13.3M
CCitigroup Inc	1.0%	0.8%	91,665	-8.2%	$12.8M
GSGoldman Sachs Group Inc	0.9%	0.8%	12,208	-8.1%	$12.3M
MDTMedtronic PLC	0.9%	1.1%	157,570	-8.3%	$12.3M
GMGeneral Mtrs Co	0.8%	0.8%	131,070	-8.3%	$10.1M
NKENike Inc	0.7%	0.9%	220,625	-8.2%	$9.1M
ACNAccenture PLC Ireland	0.7%	1.1%	69,875	-8.2%	$8.7M
SPGSimon Ppty Group Inc New	0.5%	0.4%	30,265	-8.4%	$6.8M
UPSUnited Parcel Svcs Inc	0.5%	0.4%	56,845	-8.1%	$6.1M
VZVerizon Communications Inc	0.4%	0.5%	138,096	-8.2%	$5.8M

What Edgar Lomax Co/va bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

COP Conocophillips-9.7% shares
XOM Exxon Mobil Corp-8.7% shares
CVX Chevron Corporation-8.6% shares
SPG Simon Ppty Group Inc New-8.4% shares
AMT American Tower Corp-8.3% shares
PEP Pepsico Inc-8.3% shares
GM General Mtrs Co-8.3% shares
SBUX Starbucks Corp-8.3% shares

Left the top 50

IVE Ishares Trwas 0.3%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +33.3% /yr; S&P 500 +20.1%
3 years: +16.7% /yr; S&P 500 +20.4%
5 years: +9.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.3B	58
Q1 2026	$1.4B	56
Q4 2025	$1.3B	64
Q3 2025	$1.3B	58
Q2 2025	$1.6B	58
Q1 2025	$1.6B	58
Q4 2024	$1.6B	68
Q3 2024	$1.6B	65
Q2 2024	$1.5B	65
Q1 2024	$1.6B	63
Q4 2023	$1.5B	57
Q3 2023	$1.5B	57

Questions about Edgar Lomax Co/va's portfolio

What stocks does Edgar Lomax Co/va own?

Edgar Lomax Co/va's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 58 positions worth $1.3B. The largest are Target Corp (TGT) at 5.7%, Unitedhealth Group Inc (UNH) at 5.6%, Cvs Health Corp (CVS) at 5.1%, Fedex Corp (FDX) at 4.6% and Mondelez International (MDLZ) at 4.0%.

What did Edgar Lomax Co/va buy last quarter?

Edgar Lomax Co/va opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did Edgar Lomax Co/va sell last quarter?

In Q2 2026, Edgar Lomax Co/va cut from its top 50 Ishares Tr (IVE), Conocophillips (COP) (-9.7% shares), Exxon Mobil Corp (XOM) (-8.7% shares) and Chevron Corporation (CVX) (-8.6% shares), compared with its Q1 2026 filing.

How has Edgar Lomax Co/va's portfolio performed?

A portfolio copying Edgar Lomax Co/va's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +33.3% against +20.1%. Over 5 years: +9.6% a year against +11.6%.

When is Edgar Lomax Co/va's next 13F filing due?

13F filings are due 45 days after each quarter ends. Edgar Lomax Co/va's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.