Institutional Fund
Edgar Lomax Co/Va
Kingstowne, VACIK 10135385 filings on record
Portfolio Value
$1.40B
Q1 2026
Holdings
56
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+6.5%
from $1.32B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Target Corp5.5%
- Fedex Corp5.4%
- Chevron Corp New4.9%
- Mondelez Intl Inc4.1%
- Unitedhealth Group Inc3.7%
- Cvs Health Corp3.7%
- Other72.7%
Portfolio Holdings
56 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Target Corp | 633.2K | $76.74M | 5.5% | +35.6K | Added |
| 2 | Fedex Corp | 214.0K | $76.23M | 5.4% | +23.5K | Added |
| 3 | Chevron Corp New | 334.5K | $69.21M | 4.9% | +118.4K | Added |
| 4 | Mondelez Intl Inc | 1.01M | $57.97M | 4.1% | +253.5K | Added |
| 5 | Unitedhealth Group Inc | 191.3K | $51.76M | 3.7% | +32.6K | Added |
| 6 | Cvs Health Corp | 716.0K | $51.42M | 3.7% | −196.7K | Reduced |
| 7 | Duke Energy Corp New | 375.9K | $49.22M | 3.5% | +98.7K | Added |
| 8 | Exxon Mobil Corp | 281.6K | $47.78M | 3.4% | +38.5K | Added |
| 9 | Nextera Energy Inc | 486.8K | $45.21M | 3.2% | +252.9K | Added |
| 10 | Southern Co | 448.1K | $43.25M | 3.1% | +207.4K | Added |
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