EDGAR LOMAX CO/VA
•CIK: 1013538•Filing: Q4 2025
**EDGAR LOMAX CO/VA** manages $1.3B across a diversified portfolio of 64 positions. The fund maintains significant exposure to healthcare and consumer staples, highlighted by top holdings including CVS at $72.4M and UNH at $52.4M. Further concentration is evident in industrials and consumer discretionary, with DYH ($58.4M), FDX ($55.0M), and KO ($50.3M) anchoring the top decile. This allocation suggests a tactical focus on defensive growth sectors within the current market cycle.
Total AUM
$1.3B
QoQ Performance
+3.1%
Positions
64
Top 10 Concentration
37.5%
Latest Filing
Q4 2025
Top Holdings Allocation
CVS
CVS5.5%
DYH4.4%
FDX4.2%
UNH4.0%
KO3.8%
DWD3.7%
T3.2%
MDLZ3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Healthcare23.7%
Other23.6%
Financial12.1%
Industrial10.4%
Consumer Staples7.6%
Technology5.8%
Utilities5.5%
Communication4.2%
Changes from Q3 2025
NEW6 new positions
↑2 increased
↓52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023