Edgar Lomax CO Portfolio Holdings

Edgar Lomax CO

$1.28 Billion
Q3 2025

Edgar Lomax CO has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.28 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cvs Health Corp with a value of $70.4M, Johnson & Johnson with a value of $62.7M, Verizon Communications Inc with a value of $60.4M, International Business Machines Corp with a value of $50.7M, and Citigroup Inc with a value of $50.5M.

Examining the 13F form we can see an decrease of $304M in the current position value, from $1.58B to 1.28B.

Edgar Lomax CO is based out at Kingstowne, VA

Below you can find more details about Edgar Lomax CO portfolio as well as his latest detailed transactions.

Portfolio value $1.28 Billion

Healthcare: $276 Million

Financial Services: $237 Million

Consumer Defensive: $163 Million

Industrials: $143 Million

Communication Services: $123 Million

Technology: $103 Million

Energy: $78.1 Million

Utilities: $76.5 Million

Other: $77.2 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IVE Ishares S&P 500 Value ETF ETFs	$0	$4.28 Million 0.34% of portfolio	20,744	Q3 2025 Reduced 0.06%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2.18 Million 0.17% of portfolio	3,278	Q1 2025 Added 2.37%

Summary

Portfolio
No. of Stocks 58
Current Value $1.28 Billion
Prior Value $1.58 Billion
Filing
Period Q3 2025
Filing Date November 12, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 0 stocks
Additional Purchases 1 stocks
Sold out of 0 stocks
Reduced holdings in 53 stocks

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