EDGAR LOMAX CO/VA

Q1 2026 13F-HR Holdings

Location
Kingstowne, VA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
56
Total value ($000)
$1,401,878
Net value change ($000)
+85,442 (6.5%)
New positions
4
Sold out positions
12
Turnover %
15.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CVX 36,271 110.1%
USB 35,747 848.9%
NEE 26,436 140.8%
BMY 26,166 744.0%
PFE 25,948 175.9%
SO 22,259 106.1%
FDX 21,185 38.5%
TXN 20,870 NEW
SBUX 19,851 NEW
PG 19,812 106.9%
Top Reduces (Value $000, Stocks/ETFs)
CSCO -37,242 -100.0%
MS -27,611 -57.1%
KO -24,545 -48.8%
COF -24,402 -100.0%
MCD -23,616 -100.0%
MMM -22,340 -100.0%
CVS -21,012 -29.0%
VZ -20,518 -73.1%
MRK -19,349 -51.3%
C -19,331 -63.1%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type