EDGAR LOMAX CO/VA

Q2 2026 13F-HR Holdings

Location
Kingstowne, VA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$1,337,881
Net value change ($000)
-63,997 (-4.6%)
New positions
2
Sold out positions
0
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 23,143 44.7%
CVS 16,911 32.9%
FEDEX FGHT HLDG CO INC COMMON 14,933 NEW
TXN 8,541 40.9%
MS 3,434 16.6%
USB 2,627 6.6%
MET 1,638 9.8%
C 1,507 13.3%
BAC 1,440 7.3%
BK 1,413 11.9%
Top Reduces (Value $000, Stocks/ETFs)
CVX -18,555 -26.8%
T -14,335 -34.5%
FDX -14,293 -18.7%
XOM -12,638 -26.5%
PFE -7,808 -19.2%
COP -7,122 -28.9%
ACN -6,391 -42.4%
CMCSA -6,340 -21.5%
NEE -6,010 -13.3%
DUK -5,551 -11.3%
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