EDGAR LOMAX CO/VA

Q4 2025 13F-HR Holdings

Location
Kingstowne, VA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
64
Total value ($000)
$1,316,436
Net value change ($000)
+39,481 (3.1%)
New positions
6
Sold out positions
0
Turnover %
11.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
UNH 52,372 NEW
TGT 22,331 61.9%
ACN 20,030 NEW
AIG 19,946 NEW
SCHW 19,928 NEW
LMT 19,557 NEW
ABT 13,105 NEW
FDX 9,074 19.7%
MS 4,071 9.2%
AMGN 3,768 13.3%
Top Reduces (Value $000, Stocks/ETFs)
IBM -50,402 -99.4%
VZ -32,305 -53.5%
JNJ -27,100 -43.2%
C -19,831 -39.3%
MRK -9,283 -19.7%
MDLZ -7,872 -16.3%
T -6,809 -14.0%
DUK -2,603 -7.4%
SO -2,344 -10.0%
PG -1,938 -9.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type