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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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