Fund HoldingsEDGAR LOMAX CO/VA

Total Portfolio Value
$1.52B
Total Bought
$43.7K
Total Sold
$102.67M
Net Transaction
-$102.63M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
FEDEX CORP COM(FDX)410,265403,829-6,43693,741100,1096.59%+6,368
JPMORGAN CHASE & CO.(JPM)368,550363,613-4,93748,02652,8843.48%+4,858
BROADCOM INC COM(AVGO)16,08515,874-21110,31913,7700.91%+3,450
AMERICAN INTERNATIONAL GROUP432,660426,916-5,74421,78924,5651.62%+2,776
MEDTRONIC PLC SHS(MDT)362,175357,343-4,83229,19931,4822.07%+2,283
MERCK & CO. INC.(MRK)297,820293,699-4,12131,68533,8902.23%+2,205
FORD MTR CO(F)790,220779,664-10,5569,95711,7960.78%+1,840
CATERPILLAR INC DEL COM(CAT)111,810110,322-1,48825,58727,1451.79%+1,558
AMERICAN EXPRESS(AXP)184,965182,375-2,59030,51031,7702.09%+1,260
HONEYWELL INTL INC COM(HON)85,00083,749-1,25116,24517,3781.14%+1,133
EMERSON ELEC CO COM(EMR)471,746465,378-6,36841,10842,0662.77%+958
JOHNSON & JOHNSON COM(JNJ)105,570104,152-1,41816,36317,2391.14%+876
COMCAST CORP NEW CL A(CCZ)262,485258,946-3,5399,95110,7590.71%+808
WELLS FARGO & CO NEW(WFC)153,025150,957-2,0685,7206,4430.42%+723
CONOCOPHILLIPS COM(COP)252,905249,047-3,85825,09125,8041.70%+713
INTEL CORP COM(INTC)1,612,8431,590,627-22,21652,69253,1913.50%+499
INTERNATIONAL BUSINESS MACHINE(IBM)267,147263,598-3,54935,02035,2722.32%+252
ISHARES TR S&P500/VALUE INDEX20,36320,36303,0903,2820.22%+192
SIMON PPTY GROUP INC N COM(SPG)78,68077,621-1,0598,8108,9640.59%+154
PROCTER & GAMBLE CO COM(PG)124,950123,339-1,61118,57918,7151.23%+137
STANDARD & POOR'S DEPOSITARY R(SPY)3,2233,22301,3191,4290.09%+109
BERKSHIRE HATHAWAY INC CL A1104665180.03%+52
UNITEDHEALTH GROUP INC(UNH)34,98034,493-48716,53116,5791.09%+48
SCHWAB CAP TR S&P 500IDX SEL7,1127,178+664494930.03%+44
ALTRIA GROUP INC COM(MO)55,64055,64002,4832,5200.17%+38
PANASONIC HLDGS CO11,30011,30001001370.01%+37
HSBC HOLDINGS PLC(HSBC)15,38015,38001051220.01%+17
BARCLAYS PLC47,22047,220085920.01%+7
SOUTHERN CO.(SO)450,075443,702-6,37331,31631,1702.05%-146
RAYTHEON TECHNOLOGIES COM(RTX)180,085177,488-2,59717,63617,3871.14%-249
CITIGROUP INC COM(C)204,005201,210-2,7959,5669,2640.61%-302
BANK NEW YORK MELLON COM201,989199,219-2,7709,1788,8690.58%-309
MORGAN STANLEY(MS)181,975179,515-2,46015,97715,3311.01%-647
US BANCORP DEL COM NEW(USB)211,021208,207-2,8147,6076,8790.45%-728
GILEAD SCIENCES INC COM(GILD)107,085105,669-1,4168,8858,1440.54%-741
BRISTOL-MYERS SQUIBB(BMY)127,765126,022-1,7438,8558,0590.53%-796
KRAFT HEINZ CO COM(KHC)225,795222,828-2,9678,7317,9100.52%-821
UNITED PARCEL SERVICE CL B(UPS)51,06550,333-7329,9069,0220.59%-884
GOLDMAN SACHS GROUP COM(GS)114,333112,795-1,53837,39936,3812.40%-1,019
CISCO SYS INC COM(CSCO)1,187,1781,171,228-15,95062,06060,5993.99%-1,460
ABBVIE INC. COM(ABBV)55,26854,529-7398,8087,3470.48%-1,461
EXXON MOBIL CORP.(XOM)386,052380,853-5,19942,33440,8462.69%-1,488
EXELON CORP COM(EXC)976,001961,951-14,05040,88539,1902.58%-1,695
QUALCOMM INC COM(QCOM)171,960169,730-2,23021,93920,2051.33%-1,734
TEXAS INSTRS INC COM(TXN)208,775205,963-2,81238,83437,0772.44%-1,757
3M CO COM(MMM)402,940397,363-5,57742,35339,7722.62%-2,581
AT&T INC COM(T)842,032830,789-11,24316,20913,2510.87%-2,958
DOW INC COM(DOW)1,423,2751,403,741-19,53478,02474,7634.92%-3,261
CHEVRON CORP NEW COM(CVX)435,232429,019-6,21371,01267,5064.45%-3,506
CVS HEALTH CORP COM(CVS)609,745601,534-8,21145,31041,5842.74%-3,726
DUKE ENERGY CORP COM(DUK)493,201486,111-7,09047,57943,6242.87%-3,955
VERIZON COMMUNICATIONS COM(VZ)1,942,1361,915,657-26,47975,53071,2434.69%-4,286
GENERAL DYNAMICS CORP COM(GD)291,714287,588-4,12666,57261,8754.07%-4,697
PFIZER INC COM(PFE)1,023,5601,009,605-13,95541,76137,0322.44%-4,729
AMGEN INC COM(AMGN)247,375243,991-3,38459,80354,1713.57%-5,632
WALGREENS BOOTS ALLIANCE INC2,191,7702,161,737-30,03375,79161,5884.06%-14,204
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