EDGAR LOMAX CO/VA

KINGSTOWNE, VA · CIK 1013538 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 1983 · corporation

Assets managed$1.4bn
Staff8 · 7 in investment roles
Main clients (by assets)State and local governments 54%, Pension plans 28%, Mutual funds and ETFs 7%
Main officeAlexandria, VA
Form ADV · 2026-03-13SEC adviser record

Kindinstitutions
Others nearbyAlexandria, VA

$1.3bn reported value -4.6% vs Q1 2026

58positions

41.3%in top 10

2 new 0 added 50 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TARGET CORP COM TGT	TGT	585,680	$76.5m5.72%	5.72%	Reduced -47.5k	-47,509 -7.5%
2	UNITEDHEALTH GROUP INC COM UNH	UNH	180,225	$74.9m5.60%	5.60%	Reduced -11.1k	-11,074 -5.8%
3	CVS HEALTH CORP COM CVS	CVS	660,520	$68.3m5.11%	5.11%	Reduced -55.4k	-55,440 -7.7%
4	FEDEX CORP COM FDX	FDX	197,808	$61.9m4.63%	4.63%	Reduced -16.2k	-16,222 -7.6%
5	MONDELEZ INTL INC CL A MDLZ	MDLZ	927,360	$53.6m4.01%	4.01%	Reduced -78.4k	-78,365 -7.8%
6	CHEVRON CORP NEW COM CVX	CVX	305,622	$50.7m3.79%	3.79%	Reduced -28.9k	-28,910 -8.6%
7	DUKE ENERGY CORP NEW COM NEW DUK	DUK	344,981	$43.7m3.26%	3.26%	Reduced -30.9k	-30,905 -8.2%
8	US BANCORP DEL COM NEW USB	USB	705,056	$42.6m3.18%	3.18%	Reduced -63.2k	-63,210 -8.2%
9	GENERAL DYNAMICS CORP COM GD	GD	116,514	$41.3m3.09%	3.09%	Reduced -7.2k	-7,210 -5.8%
10	SOUTHERN CO COM SO	SO	411,155	$39.4m2.94%	2.94%	Reduced -36.9k	-36,915 -8.2%
11	NEXTERA ENERGY INC COM NEE	NEE	446,640	$39.2m2.93%	2.93%	Reduced -40.1k	-40,135 -8.2%
12	PROCTER AND GAMBLE CO COM PG	PG	250,235	$36.7m2.74%	2.74%	Reduced -15.3k	-15,280 -5.8%
13	EXXON MOBIL CORP COM XOM	XOM	257,022	$35.1m2.63%	2.63%	Reduced -24.6k	-24,590 -8.7%
14	PFIZER INC COM PFE	PFE	1,365,777	$32.9m2.46%	2.46%	Reduced -83.5k	-83,495 -5.8%
15	JOHNSON & JOHNSON COM JNJ	JNJ	125,880	$32.0m2.39%	2.39%	Reduced -7.7k	-7,665 -5.7%
16	TEXAS INSTRS INC COM TXN	TXN	98,670	$29.4m2.20%	2.20%	Reduced -8.8k	-8,830 -8.2%
17	AT&T INC COM T	T	1,316,103	$27.2m2.04%	2.04%	Reduced -118.1k	-118,110 -8.2%
18	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	461,275	$26.6m1.99%	1.99%	Reduced -28.1k	-28,145 -5.8%
19	COCA COLA CO COM KO	KO	310,300	$25.2m1.88%	1.88%	Reduced -27.9k	-27,870 -8.2%
20	MORGAN STANLEY COM NEW MS	MS	115,605	$24.2m1.81%	1.81%	Reduced -10.4k	-10,370 -8.2%
21	COMCAST CORP NEW CL A CMCSA	CMCSA	940,810	$23.1m1.73%	1.73%	Reduced -84.5k	-84,525 -8.2%
22	UNION PAC CORP COM UNP	UNP	81,125	$22.1m1.65%	1.65%	Reduced -7.3k	-7,280 -8.2%
23	BANK AMERICA CORP COM BAC	BAC	372,880	$21.2m1.59%	1.59%	Reduced -33.4k	-33,410 -8.2%
24	JPMORGAN CHASE & CO COM JPM	JPM	63,662	$20.8m1.56%	1.56%	Reduced -5.7k	-5,675 -8.2%
25	STARBUCKS CORP COM SBUX	SBUX	203,290	$20.8m1.55%	1.55%	Reduced -18.3k	-18,290 -8.2%
26	SCHWAB CHARLES CORP COM SCHW	SCHW	205,215	$18.9m1.42%	1.42%	Reduced -18.4k	-18,400 -8.2%
27	GILEAD SCIENCES INC COM GILD	GILD	147,640	$18.7m1.39%	1.39%	Reduced -9.1k	-9,065 -5.8%
28	MERCK & CO INC COM MRK	MRK	143,985	$18.5m1.38%	1.38%	Reduced -8.9k	-8,865 -5.8%
29	METLIFE INC COM MET	MET	216,815	$18.3m1.37%	1.37%	Reduced -19.4k	-19,430 -8.2%
30	WELLS FARGO CO NEW COM WFC	WFC	220,015	$18.2m1.36%	1.36%	Reduced -19.8k	-19,770 -8.2%
31	LOCKHEED MARTIN CORP COM LMT	LMT	35,404	$18.0m1.35%	1.35%	Reduced -2.2k	-2,151 -5.7%
32	AMERICAN INTL GROUP INC COM NEW AIG	AIG	239,670	$17.9m1.34%	1.34%	Reduced -21.5k	-21,530 -8.2%
33	CONOCOPHILLIPS COM COP	COP	168,750	$17.5m1.31%	1.31%	Reduced -18.1k	-18,105 -9.7%
34	HOME DEPOT INC COM HD	HD	49,735	$17.5m1.31%	1.31%	Reduced -4.4k	-4,437 -8.2%
35	AMGEN INC COM AMGN	AMGN	46,233	$16.7m1.25%	1.25%	Reduced -2.8k	-2,805 -5.7%
36	ABBVIE INC COM ABBV	ABBV	66,103	$16.6m1.24%	1.24%	Reduced -4.0k	-4,005 -5.7%
37	PEPSICO INC COM PEP	PEP	119,310	$16.2m1.21%	1.21%	Reduced -10.8k	-10,775 -8.3%
38	AMERICAN TOWER CORP NEW COM AMT	AMT	97,685	$16.0m1.19%	1.19%	Reduced -8.8k	-8,845 -8.3%
39	FEDEX FGHT HLDG CO INC COMMON STOCK FDXF	FDXF	98,892	$14.9m1.12%	1.12%	New
40	ABBOTT LABS COM ABT	ABT	164,535	$14.9m1.12%	1.12%	Reduced -10.1k	-10,070 -5.8%
41	BANK NEW YORK MELLON CORP COM BNY	BNY	91,969	$13.3m0.99%	0.99%	Reduced -8.2k	-8,235 -8.2%
42	CITIGROUP INC COM NEW C	C	91,665	$12.8m0.96%	0.96%	Reduced -8.2k	-8,165 -8.2%
43	GOLDMAN SACHS GROUP INC COM GS	GS	12,208	$12.3m0.92%	0.92%	Reduced -1.1k	-1,074 -8.1%
44	MEDTRONIC PLC SHS MDT	MDT	157,570	$12.3m0.92%	0.92%	Reduced -14.2k	-14,175 -8.2%
45	GENERAL MTRS CO COM GM	GM	131,070	$10.1m0.76%	0.76%	Reduced -11.8k	-11,820 -8.3%
46	NIKE INC CL B NKE	NKE	220,625	$9.1m0.68%	0.68%	Reduced -19.8k	-19,835 -8.2%
47	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	69,875	$8.7m0.65%	0.65%	Reduced -6.2k	-6,205 -8.2%
48	SIMON PPTY GROUP INC NEW COM SPG	SPG	30,265	$6.8m0.51%	0.51%	Reduced -2.8k	-2,770 -8.4%
49	UNITED PARCEL SERVICE INC CL B UPS	UPS	56,845	$6.1m0.46%	0.46%	Reduced -5.0k	-5,030 -8.1%
50	VERIZON COMMUNICATIONS INC COM VZ	VZ	138,096	$5.8m0.44%	0.44%	Reduced -12.4k	-12,415 -8.2%
51	ISHARES TR S&P 500 VAL ETF IVE	IVE	20,740	$4.7m0.35%	0.35%	Unchanged
52	ALTRIA GROUP INC COM MO	MO	36,640	$2.6m0.20%	0.20%	Unchanged
53	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,150	$2.4m0.18%	0.18%	Unchanged
54	SCHWAB S&P 500 INDEX SCHWAB MUTL FUNDS SWPPX	SWPPX	41,597	$803.7k0.06%	0.06%	Unchanged
55	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$748.9k0.06%	0.06%	Unchanged
56	VERSANT MEDIA GROUP INC COM CL A VSNT	VSNT	15,021	$540.9k0.04%	0.04%	Reduced -1.5k	-1,459 -8.8%
57	BHP Group Limited ADR COM COM		5,155	$212.1k0.02%	0.02%	New
58	HONDA MOTOR CO LTD COM COM		15,300	$139.3k0.01%	0.01%	Unchanged