Edgar Lomax as of Dec. 31, 2025
Portfolio Holdings for Edgar Lomax
Edgar Lomax holds 64 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CVS Caremark Corporation (CVS) | 5.5 | $72M | 913k | 79.36 | |
| Target Corporation (TGT) | 4.4 | $58M | 598k | 97.75 | |
| FedEx Corporation (FDX) | 4.2 | $55M | 191k | 288.86 | |
| UnitedHealth (UNH) | 4.0 | $52M | 159k | 330.11 | |
| Coca-Cola Company (KO) | 3.8 | $50M | 719k | 69.91 | |
| Morgan Stanley (MS) | 3.7 | $48M | 272k | 177.53 | |
| At&t (T) | 3.2 | $42M | 1.7M | 24.84 | |
| Mondelez Int (MDLZ) | 3.1 | $41M | 752k | 53.83 | |
| Merck & Co (MRK) | 2.9 | $38M | 359k | 105.26 | |
| Cisco Systems (CSCO) | 2.8 | $37M | 484k | 77.03 | |
| General Dynamics Corporation (GD) | 2.7 | $36M | 108k | 336.66 | |
| Johnson & Johnson (JNJ) | 2.7 | $36M | 172k | 206.95 | |
| Chevron Corporation (CVX) | 2.5 | $33M | 216k | 152.41 | |
| Duke Energy (DUK) | 2.5 | $33M | 277k | 117.21 | |
| Amgen (AMGN) | 2.4 | $32M | 98k | 327.31 | |
| Citigroup (C) | 2.3 | $31M | 263k | 116.69 | |
| Exxon Mobil Corporation (XOM) | 2.2 | $29M | 243k | 120.34 | |
| Verizon Communications (VZ) | 2.1 | $28M | 689k | 40.73 | |
| Medtronic (MDT) | 1.9 | $25M | 255k | 96.06 | |
| Capital One Financial (COF) | 1.9 | $24M | 101k | 242.36 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $24M | 75k | 322.22 | |
| McDonald's Corporation (MCD) | 1.8 | $24M | 77k | 305.63 | |
| Bank of America Corporation (BAC) | 1.7 | $23M | 409k | 55.00 | |
| 3M Company (MMM) | 1.7 | $22M | 140k | 160.10 | |
| Gilead Sciences (GILD) | 1.6 | $21M | 171k | 122.74 | |
| Southern Company (SO) | 1.6 | $21M | 241k | 87.20 | |
| Accenture (ACN) | 1.5 | $20M | 75k | 268.30 | |
| American International (AIG) | 1.5 | $20M | 233k | 85.55 | |
| Charles Schwab Corporation (SCHW) | 1.5 | $20M | 200k | 99.91 | |
| Lockheed Martin Corporation (LMT) | 1.5 | $20M | 40k | 483.67 | |
| Nextera Energy (NEE) | 1.4 | $19M | 234k | 80.28 | |
| Procter & Gamble Company (PG) | 1.4 | $19M | 129k | 143.31 | |
| Qualcomm (QCOM) | 1.4 | $19M | 108k | 171.05 | |
| MetLife (MET) | 1.3 | $17M | 219k | 78.94 | |
| Union Pacific Corporation (UNP) | 1.3 | $17M | 73k | 231.32 | |
| United Parcel Service (UPS) | 1.2 | $16M | 161k | 99.19 | |
| ConocoPhillips (COP) | 1.1 | $15M | 160k | 93.61 | |
| Goldman Sachs (GS) | 1.1 | $15M | 17k | 879.00 | |
| General Motors Company (GM) | 1.1 | $15M | 182k | 81.32 | |
| Pfizer (PFE) | 1.1 | $15M | 592k | 24.90 | |
| Bank of New York Mellon Corporation (BK) | 1.1 | $15M | 126k | 116.09 | |
| Nike (NKE) | 1.1 | $14M | 218k | 63.71 | |
| Abbott Laboratories (ABT) | 1.0 | $13M | 105k | 125.29 | |
| Comcast Corporation (CMCSA) | 1.0 | $13M | 430k | 29.89 | |
| Wells Fargo & Company (WFC) | 1.0 | $13M | 138k | 93.20 | |
| American Express Company (AXP) | 0.9 | $12M | 33k | 369.95 | |
| Simon Property (SPG) | 0.6 | $8.5M | 46k | 185.11 | |
| Caterpillar (CAT) | 0.5 | $6.6M | 12k | 572.87 | |
| iShares S&P 500 Value Index (IVE) | 0.4 | $5.8M | 28k | 212.07 | |
| Ford Motor Company (F) | 0.4 | $5.0M | 382k | 13.12 | |
| Abbvie (ABBV) | 0.4 | $4.8M | 21k | 228.49 | |
| U.S. Bancorp (USB) | 0.3 | $4.2M | 79k | 53.36 | |
| American Tower Reit (AMT) | 0.3 | $3.6M | 21k | 175.57 | |
| Pepsi (PEP) | 0.3 | $3.6M | 25k | 143.52 | |
| Bristol Myers Squibb (BMY) | 0.3 | $3.5M | 65k | 53.94 | |
| Kraft Heinz (KHC) | 0.2 | $3.0M | 122k | 24.25 | |
| Dow (DOW) | 0.2 | $2.2M | 94k | 23.38 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $2.1M | 3.2k | 681.92 | |
| Altria (MO) | 0.2 | $2.1M | 37k | 57.66 | |
| Schwab Cap Tr S&p 500idx Sel Etf (SWPPX) | 0.1 | $847k | 48k | 17.54 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 | |
| International Business Machines (IBM) | 0.0 | $324k | 1.1k | 296.21 | |
| HSBC Holdings (HSBC) | 0.0 | $203k | 13k | 15.79 | |
| Honda Motor | 0.0 | $111k | 11k | 9.80 |
