EDGAR LOMAX CO/VA

Q3 2026 13F-HR Holdings

Location
Kingstowne, VA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$1,323,547
Net value change ($000)
-14,334 (-1.1%)
New positions
1
Sold out positions
1
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XOM 40,667 NEW
TGT 13,872 18.1%
CVX 9,872 19.5%
PFE 5,642 17.2%
T 4,522 16.6%
ACN 3,962 45.6%
GILD 3,114 16.7%
COP 2,925 16.7%
AMGN 2,503 15.0%
MRK 2,188 11.8%
Top Reduces (Value $000, Stocks/ETFs)
XOM -35,140 -100.0%
CVS -12,502 -18.3%
UNH -9,732 -13.0%
FDX -6,231 -10.1%
NEE -5,737 -14.6%
SO -5,636 -14.3%
DUK -4,770 -10.9%
FDXF -4,390 -29.4%
HD -3,563 -20.3%
GD -3,009 -7.3%
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