EDGAR LOMAX CO/VA
SEC Form 13F institutional filer · CIK 0001013538
13F-HR · 53 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.40B
Top-10 concentration
40.6%
EDGAR LOMAX CO/VA — $1.4B AUM allocation strategy
EDGAR LOMAX CO/VA files SEC Form 13F and reports $1.4B of long US equity value across 53 reported holdings for 2026-03-31.
Its largest sector bet is Health Care 14.7%, followed by Consumer Staples 14.2% and Energy 10.1%.
The top 10 holdings account for 41% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
EDGAR LOMAX CO/VA — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.4B
total across 53 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
41% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PFE +857K sh · +$25.9M+$USB +689K sh · +$35.7M+$CMCSA +596K sh · +$16.6M
Exited to nil (held last quarter, gone now)
$CSCO ($37.2M last qtr)$COF ($24.4M last qtr)$MCD ($23.6M last qtr)$MMM ($22.3M last qtr)$QCOM ($18.5M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Integrated Oil & Gas8.4%—
- Pharmaceuticals7.4%—
- Electric Utilities6.6%—
- Consumer Staples Merchandise Retail5.5%—
- Air Freight & Logistics5.4%—
- Packaged Foods & Meats4.1%—
- Managed Health Care3.7%—
- Health Care Services3.7%—
- Other holdings55.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $TGT | Target Corporation | 633K | $76.7M | +35.6K | 5.5% |
| $FDX | FedEx Corporation | 214K | $76.2M | +23.5K | 5.4% |
| $CVX | Chevron Corporation | 335K | $69.2M | +118K | 4.9% |
| $MDLZ | Mondelez International Inc | 1.01M | $58M | +253K | 4.1% |
| $UNH | UnitedHealth Group Incorporated | 191K | $51.8M | +32.6K | 3.7% |
| $CVS | CVS Health Corporation | 716K | $51.4M | -197K | 3.7% |
| $DUK | Duke Energy Corporation | 376K | $49.2M | +98.7K | 3.5% |
| $XOM | ExxonMobil Holdings Corporation | 282K | $47.8M | +38.5K | 3.4% |
| $NEE | NextEra Energy Inc | 487K | $45.2M | +253K | 3.2% |
| $SO | Southern Company | 448K | $43.2M | +207K | 3.1% |
…and 43 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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