Edgar Lomax CO Portfolio Holdings

Edgar Lomax CO

  • $1.6 Billion
  • Q1 2025

Edgar Lomax CO has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.6 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 $83.1M, Verizon Communications Inc with a value of $81.9M, Johnson & Johnson with a value of $74M, Coca Cola CO with a value of $69.2M, and Mondelez International, Inc. with a value of $69M.

Examining the 13F form we can see an increase of $56.1M in the current position value, from $1.54B to 1.6B.

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 $1.6 Billion
Healthcare: $353 Million
Financial Services: $241 Million
Consumer Defensive: $236 Million
Industrials: $182 Million
Communication Services: $167 Million
Technology: $121 Million
Energy: $106 Million
Utilities: $97.6 Million
Other: $94.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$88.7B
$83.1 Million 5.2% of portfolio
1,226,235
Q1 2025 Added 38.27%
$179B
$81.9 Million 5.12% of portfolio
1,805,001
Q1 2025 Added 0.4%
$398B
$74 Million 4.63% of portfolio
446,295
Q1 2025 Added 17.65%
$304B
$69.2 Million 4.33% of portfolio
965,560
Q1 2025 Added 9.21%
$93.8B
$69 Million 4.31% of portfolio
1,016,365
Q1 2025 Added 3.28%
$203B
$66.1 Million 4.14% of portfolio
736,620
Q1 2025 Added 16.63%
$202B
$63.9 Million 4.0% of portfolio
2,260,933
Q1 2025 Added 34.92%
$59.7B
$62.5 Million 3.91% of portfolio
256,210
Q1 2025 Reduced 8.99%
$263B
$58.7 Million 3.67% of portfolio
235,967
Q1 2025 Added 5.68%
$44.9B
$55.2 Million 3.45% of portfolio
528,460
Q1 2025 Added 49.45%
$281B
$46.8 Million 2.93% of portfolio
280,037
Q1 2025 Reduced 18.49%
$157B
$46.3 Million 2.9% of portfolio
652,600
Q1 2025 Added 0.8%
$90B
$45.5 Million 2.85% of portfolio
372,841
Q1 2025 Added 156.5%
$230B
$42.6 Million 2.67% of portfolio
365,425
Q1 2025 Reduced 0.35%
$148B
$41.2 Million 2.58% of portfolio
132,385
Q1 2025 Reduced 6.57%
$279B
$40.1 Million 2.51% of portfolio
649,148
Q1 2025 Reduced 41.54%
$452B
$38.4 Million 2.41% of portfolio
323,217
Q1 2025 Reduced 27.04%
$214B
$32.4 Million 2.03% of portfolio
103,645
Q1 2025 New
$114B
$30.8 Million 1.93% of portfolio
342,485
Q1 2025 Added 7.84%
$380B
$30 Million 1.88% of portfolio
175,965
Q1 2025 Added 61.31%
$98.9B
$29.8 Million 1.86% of portfolio
323,835
Q1 2025 Added 61.1%
$82.8B
$27.5 Million 1.72% of portfolio
187,195
Q1 2025 Added 100.65%
$134B
$25.9 Million 1.62% of portfolio
231,390
Q1 2025 Added 84.24%
$825B
$24.7 Million 1.55% of portfolio
100,785
Q1 2025 Reduced 23.57%
$79.2B
$24.2 Million 1.52% of portfolio
135,175
Q1 2025 Added 42.66%
$73.4B
$23.8 Million 1.49% of portfolio
216,810
Q1 2025 Added 235.52%
$63.5B
$23.7 Million 1.48% of portfolio
294,605
Q1 2025 Added 91.61%
$140B
$23.1 Million 1.44% of portfolio
97,605
Q1 2025 New
$374B
$22.9 Million 1.43% of portfolio
549,190
Q1 2025 Added 5,708.46%
$140B
$22.3 Million 1.4% of portfolio
314,760
Q1 2025 Added 35.67%
$175B
$22.3 Million 1.4% of portfolio
145,260
Q1 2025 Added 31.64%
$155B
$21.4 Million 1.34% of portfolio
580,255
Q1 2025 Added 104.67%
$114B
$21.1 Million 1.32% of portfolio
201,285
Q1 2025 Added 18.77%
$136B
$20.4 Million 1.28% of portfolio
805,400
Q1 2025 Reduced 43.85%
$77.4B
$18.7 Million 1.17% of portfolio
294,865
Q1 2025 New
$73.7B
$14.2 Million 0.89% of portfolio
169,249
Q1 2025 Reduced 17.33%
$296B
$13.3 Million 0.83% of portfolio
185,055
Q1 2025 Reduced 60.55%
$226B
$12.4 Million 0.78% of portfolio
22,745
Q1 2025 Reduced 9.99%
$230B
$11.8 Million 0.74% of portfolio
43,745
Q1 2025 Reduced 64.55%
$69.6B
$11.5 Million 0.72% of portfolio
243,855
Q1 2025 New
$52.4B
$10.3 Million 0.64% of portfolio
61,885
Q1 2025 Reduced 5.98%
$104B
$6 Million 0.38% of portfolio
27,555
Q1 2025 New
$328B
$5.88 Million 0.37% of portfolio
28,068
Q1 2025 Reduced 56.53%
$100B
$5.36 Million 0.34% of portfolio
87,960
Q1 2025 Reduced 55.03%
$42.4B
$5.14 Million 0.32% of portfolio
512,375
Q1 2025 Reduced 81.14%
$197B
$5.08 Million 0.32% of portfolio
15,400
Q1 2025 Reduced 80.28%
$31.9B
$5.01 Million 0.31% of portfolio
164,765
Q1 2025 Reduced 76.59%
$181B
$5.01 Million 0.31% of portfolio
33,415
Q1 2025 New
$66.2B
$4.48 Million 0.28% of portfolio
105,996
Q1 2025 Reduced 54.92%

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $1.6 Billion
  • Prior Value $1.54 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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