Fund HoldingsEDGAR LOMAX CO/VA

Total Portfolio Value
$1.60B
Total Bought
$420.64M
Total Sold
$382.05M
Net Transaction
+$38.59M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CVS HEALTH CORP COM(CVS)886,8301,226,235+339,40539,81083,0775.20%+43,268
MCDONALDS CORP COM(MCD)0103,645+103,645032,3762.02%+32,376
DUKE ENERGY CORP COM(DUK)145,356372,841+227,48515,66145,4752.84%+29,815
AT&T INC COM(T)1,675,7982,260,933+585,13538,15863,9394.00%+25,781
UNION PAC CORP COM(UNP)097,605+97,605023,0581.44%+23,058
BANK OF AMERICA CORP COM9,455549,190+539,73541622,9181.43%+22,502
JOHNSON & JOHNSON COM(JNJ)379,340446,295+66,95554,86074,0144.63%+19,153
NIKE INC CL B(NKE)0294,865+294,865018,7181.17%+18,718
UNITED PARCEL SERVICE CL B(UPS)64,620216,810+152,1908,14923,8471.49%+15,698
3M CO COM(MMM)93,295187,195+93,90012,04327,4911.72%+15,448
GILEAD SCIENCES INC COM(GILD)125,590231,390+105,80011,60125,9271.62%+14,327
COCA COLA CO COM(KO)884,150965,560+81,41055,04769,1534.32%+14,106
SOUTHERN CO.(SO)201,020323,835+122,81516,54829,7771.86%+13,229
PROCTER & GAMBLE CO COM(PG)109,085175,965+66,88018,28829,9881.88%+11,700
GENERAL MTRS CO COM(GM)0243,855+243,855011,4690.72%+11,469
METLIFE INC COM(MET)153,750294,605+140,85512,58923,6541.48%+11,065
COMCAST CORP NEW CL A(CCZ)283,510580,255+296,74510,64021,4111.34%+10,771
MONDELEZ INTL INC CL A(MDLZ)984,0401,016,365+32,32558,77768,9604.31%+10,184
VERIZON COMMUNICATIONS COM(VZ)1,797,7861,805,001+7,21571,89381,8755.12%+9,981
INTERNATIONAL BUSINESS MACHINE(IBM)223,277235,967+12,69049,08358,6763.67%+9,593
GENERAL DYNAMICS CORP COM(GD)121,089145,169+24,08031,90639,5702.47%+7,664
TARGET CORP COM(TGT)353,600528,460+174,86047,80055,1503.45%+7,350
CAPITAL ONE FINL CORP COM(COF)94,750135,175+40,42516,89624,2371.52%+7,341
AMERICAN TOWER CORP NE COM(AMT)027,555+27,55505,9960.37%+5,996
NEXTERA ENERGY INC COM(NEE)232,010314,760+82,75016,63322,3131.40%+5,681
MEDTRONIC PLC SHS(MDT)317,580342,485+24,90525,36830,7761.92%+5,407
QUALCOMM INC COM(QCOM)110,345145,260+34,91516,95122,3131.40%+5,362
PEPSICO INC COM(PEP)033,415+33,41505,0100.31%+5,010
CONOCOPHILLIPS COM(COP)169,470201,285+31,81516,80621,1391.32%+4,333
AMGEN INC COM(AMGN)141,690132,385-9,30536,93041,2452.58%+4,314
MERCK & CO. INC.(MRK)631,585736,620+105,03562,83066,1194.13%+3,289
CITIGROUP INC COM(C)647,390652,600+5,21045,57046,3282.90%+758
ALTRIA GROUP INC COM(MO)45,34045,34002,3712,7210.17%+350
HSBC HOLDINGS PLC012,845+12,84501450.01%+145
BERKSHIRE HATHAWAY INC CL A1106817980.05%+118
HONDA MOTOR CO LTD(HMC)10,50011,300+8001031010.01%-1
SCHWAB CAP TR S&P 500IDX SEL7,1357,254+1196446270.04%-17
STANDARD & POOR'S DEPOSITARY R(SPY)3,2023,278+761,8771,8340.11%-43
BANCO SANTANDER SA10,9400-10,940510-51
BANCO BILBAO VIZCAYA ARGENTARI11,3100-11,3101110-111
PANASONIC HLDGS CO11,3000-11,3001180-118
GLOBAL X FDS S&P 500 CATHOLIC
S&P 500 CATHOLIC
3,3630-3,3632380-238
EXELON CORP COM(EXC)17,6400-17,6406640-664
ISHARES TR S&P500/VALUE INDEX26,13920,799-5,3404,9893,9640.25%-1,026
SIMON PPTY GROUP INC N COM(SPG)65,82061,885-3,93511,33510,2780.64%-1,057
BANK NEW YORK MELLON COM204,724169,249-35,47515,72914,1950.89%-1,534
SOLVENTUM CORP COM SHS(SOLV)23,2230-23,2231,5340-1,534
WALMART INC(WMT)19,0500-19,0501,7210-1,721
GOLDMAN SACHS GROUP COM(GS)25,27022,745-2,52514,47012,4250.78%-2,045
CHEVRON CORP NEW COM(CVX)343,572280,037-63,53549,76346,8472.93%-2,916
MORGAN STANLEY(MS)366,710365,425-1,28546,10342,6342.67%-3,469
ABBVIE INC. COM(ABBV)64,57328,068-36,50511,4755,8810.37%-5,594
BRISTOL-MYERS SQUIBB(BMY)195,60087,960-107,64011,0635,3650.34%-5,698
AMERICAN INTERNATIONAL GROUP78,7850-78,7855,7360-5,736
HOME DEPOT INC COM(HD)15,4450-15,4456,0080-6,008
US BANCORP DEL COM NEW(USB)235,136105,996-129,14011,2474,4750.28%-6,771
JPMORGAN CHASE & CO.(JPM)131,865100,785-31,08031,60924,7231.55%-6,887
LOWES COS INC COM(LOW)30,6300-30,6307,5590-7,559
GE VERNOVA INC COM(GEV)24,2810-24,2817,9870-7,987
EXXON MOBIL CORP.443,032323,217-119,81547,65738,4402.40%-9,217
WALGREENS BOOTS ALLIANCE INC1,218,1550-1,218,15511,3650-11,365
UNITEDHEALTH GROUP INC(UNH)29,7550-29,75515,0520-15,052
DANAHER CORP DEL COM(DHR)67,9350-67,93515,5940-15,594
GE AEROSPACE COM NEW(GE)97,4750-97,47516,2580-16,258
KRAFT HEINZ CO COM(KHC)703,830164,765-539,06521,6155,0140.31%-16,601
FEDEX CORP COM(FDX)281,530256,210-25,32079,20362,4593.91%-16,744
PFIZER INC COM(PFE)1,434,310805,400-628,91038,05220,4091.28%-17,643
WELLS FARGO & CO NEW(WFC)469,085185,055-284,03032,94913,2850.83%-19,663
RTX CORPORATION COM(RTX)187,0700-187,07021,6480-21,648
FORD MTR CO(F)2,717,035512,375-2,204,66026,8995,1390.32%-21,760
CATERPILLAR INC DEL COM(CAT)78,09315,400-62,69328,3295,0790.32%-23,250
AMERICAN EXPRESS(AXP)123,41543,745-79,67036,62811,7700.74%-24,859
DOW INC COM(DOW)729,955126,350-603,60529,2934,4120.28%-24,881
CISCO SYS INC COM(CSCO)1,110,423649,148-461,27565,73740,0592.51%-25,678
TEXAS INSTRS INC COM(TXN)153,5650-153,56528,7950-28,795
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