Fund HoldingsEDGAR LOMAX CO/VA

Total Portfolio Value
$1.32B
Total Bought
$168.83M
Total Sold
$214.00M
Net Transaction
-$45.17M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
UNITEDHEALTH GROUP INC(UNH)0158,650+158,650052,3723.98%+52,372
TARGET CORP COM(TGT)402,280597,605+195,32536,08558,4164.44%+22,331
ACCENTURE PLC CL A
SHS CLASS A
074,655+74,655020,0301.52%+20,030
AMERICAN INTERNATIONAL GROUP0233,145+233,145019,9461.52%+19,946
CHARLES SCHWAB CORP COM(SCHW)0199,460+199,460019,9281.51%+19,928
LOCKHEED MARTIN CORP COM(LMT)040,435+40,435019,5571.49%+19,557
ABBOTT LABORATORIES0104,595+104,595013,1051.00%+13,105
FEDEX CORP COM(FDX)194,960190,570-4,39045,97455,0484.18%+9,075
MORGAN STANLEY(MS)278,510272,310-6,20044,27248,3433.67%+4,071
AMGEN INC COM(AMGN)100,31097,995-2,31528,30732,0752.44%+3,767
GENERAL MTRS CO COM(GM)185,885181,760-4,12511,33314,7811.12%+3,447
CISCO SYS INC COM(CSCO)494,468483,478-10,99033,83237,2422.83%+3,411
CAPITAL ONE FINL CORP COM(COF)103,000100,685-2,31521,89624,4021.85%+2,506
UNITED PARCEL SERVICE CL B(UPS)165,225160,550-4,67513,80115,9251.21%+2,124
CVS HEALTH CORP COM(CVS)933,565912,700-20,86570,38172,4325.50%+2,050
GILEAD SCIENCES INC COM(GILD)175,300171,330-3,97019,45821,0291.60%+1,571
ISHARES TR S&P500/VALUE INDEX20,74427,553+6,8094,2845,8430.44%+1,559
COCA COLA CO COM(KO)735,335718,965-16,37048,76750,2633.82%+1,495
EXXON MOBIL CORP.248,832243,162-5,67028,05629,2622.22%+1,206
GOLDMAN SACHS GROUP COM(GS)17,35016,960-39013,81714,9081.13%+1,091
WELLS FARGO & CO NEW(WFC)140,985137,795-3,19011,81712,8420.98%+1,025
CATERPILLAR INC DEL COM(CAT)11,75011,520-2305,6076,5990.50%+993
AMERICAN EXPRESS(AXP)33,22532,455-77011,03612,0070.91%+971
BANK OF AMERICA CORP COM418,375409,135-9,24021,58422,5021.71%+918
NEXTERA ENERGY INC COM(NEE)239,265233,885-5,38018,06218,7761.43%+714
BANK NEW YORK MELLON COM128,934126,084-2,85014,04914,6371.11%+588
BRISTOL-MYERS SQUIBB(BMY)66,75065,210-1,5403,0103,5170.27%+507
FORD MTR CO(F)390,500381,820-8,6804,6705,0090.38%+339
US BANCORP DEL COM NEW(USB)80,72678,916-1,8103,9014,2110.32%+309
3M CO COM(MMM)142,725139,535-3,19022,14822,3401.70%+191
QUALCOMM INC COM(QCOM)110,655108,185-2,47018,40918,5051.41%+96
HSBC HOLDINGS PLC(HSBC)12,84512,84501812030.02%+22
SCHWAB CAP TR S&P 500IDX SEL48,74048,267-4738428470.06%+5
BERKSHIRE HATHAWAY INC CL A1107547550.06%+1
HONDA MOTOR CO LTD(HMC)11,30011,30001171110.01%-6
PEPSICO INC COM(PEP)25,58024,970-6103,5923,5840.27%-9
DOW INC COM(DOW)96,22593,485-2,7402,2062,1860.17%-21
STANDARD & POOR'S DEPOSITARY R(SPY)3,2783,150-1282,1842,1480.16%-36
JPMORGAN CHASE & CO.(JPM)76,84575,095-1,75024,23924,1971.84%-42
ABBVIE INC. COM(ABBV)21,35320,848-5054,9444,7640.36%-181
ALTRIA GROUP INC COM(MO)36,64036,64002,4202,1130.16%-308
KRAFT HEINZ CO COM(KHC)125,555121,995-3,5603,2692,9580.22%-311
SIMON PPTY GROUP INC N COM(SPG)47,08546,045-1,0408,8368,5230.65%-313
MEDTRONIC PLC SHS(MDT)260,930255,100-5,83024,85124,5051.86%-346
MCDONALDS CORP COM(MCD)79,03077,270-1,76024,01623,6161.79%-400
AMERICAN TOWER CORP NE COM(AMT)21,04520,540-5054,0473,6060.27%-441
CONOCOPHILLIPS COM(COP)164,910159,815-5,09515,59914,9601.14%-639
UNION PAC CORP COM(UNP)74,41572,765-1,65017,58916,8321.28%-757
PFIZER INC COM(PFE)610,007592,302-17,70515,54314,7481.12%-795
COMCAST CORP NEW CL A(CCZ)442,205429,665-12,54013,89412,8430.98%-1,051
METLIFE INC COM(MET)224,415219,410-5,00518,48517,3201.32%-1,165
GENERAL DYNAMICS CORP COM(GD)109,954107,474-2,48037,49436,1822.75%-1,312
CHEVRON CORP NEW COM(CVX)221,587216,152-5,43534,41032,9442.50%-1,467
NIKE INC CL B(NKE)224,675218,305-6,37015,66713,9081.06%-1,758
PROCTER & GAMBLE CO COM(PG)133,270129,360-3,91020,47718,5391.41%-1,938
SOUTHERN CO.(SO)246,205240,695-5,51023,33320,9891.59%-2,344
DUKE ENERGY CORP COM(DUK)283,546277,161-6,38535,08932,4862.47%-2,603
AT&T INC COM(T)1,722,7781,684,473-38,30548,65141,8423.18%-6,809
MONDELEZ INTL INC CL A(MDLZ)774,220752,250-21,97048,36640,4943.08%-7,872
MERCK & CO. INC.(MRK)560,200358,495-201,70547,01837,7352.87%-9,282
CITIGROUP INC COM(C)497,375262,690-234,68550,48430,6532.33%-19,830
JOHNSON & JOHNSON COM(JNJ)338,120171,995-166,12562,69435,5942.70%-27,100
VERIZON COMMUNICATIONS COM(VZ)1,373,821689,281-684,54060,37928,0742.13%-32,305
INTERNATIONAL BUSINESS MACHINE(IBM)179,7771,095-178,68250,7263240.02%-50,402
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