Arkolith/Funds/Edgar Lomax Co

Edgar Lomax Co

CIK 1013538Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Edgar Lomax Co holds a diversified book of 58 stocks worth $1.3B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Fedex Freight Holding Co and trimmed Target Corp. Their largest long position is Target Corp at 6% of the equity book.

Opened
28
bought for the first time
Added to
0
already held, bought more
no adds
Trimmed
50
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
41%
Top 20 holdings
64%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Health Care
20%
Financials
17%
Industrials
13%
Consumer Staples
12%
Consumer Discretionary
9%
Utilities
9%
Energy
8%
Communication Services
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Edgar Lomax Co

Manager / fundShared namesTheir $ in those
NewEdge Advisors, LLC74 / 58$4.9B
HUNTINGTON NATIONAL BANK74 / 58$4.0B
&PARTNERS74 / 58$3.6B
Kestra Advisory Services, LLC74 / 58$3.1B
ASSETMARK, INC74 / 58$3.0B
BROWN BROTHERS HARRIMAN & CO74 / 58$2.6B
Steward Partners Investment Advisory, LLC74 / 58$2.4B
BARTLETT & CO. WEALTH MANAGEMENT LLC74 / 58$1.7B

Ranked by how many of Edgar Lomax Co's top 58 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

58 positions
#SecurityValueShares% PortLast moveHistory
1Target Corp Com
COM
$76.5M585.7K
5.7%
−7.5%
Reduced · −48K sh
2Unitedhealth Group Inc
COM
$74.9M180.2K
5.6%
−5.8%
Reduced · −11K sh
3CVS Health Corp Com
COM
$68.3M660.5K
5.1%
−7.7%
Reduced · −55K sh
4Fedex Corp Com
COM
$61.9M197.8K
4.6%
−7.6%
Reduced · −16K sh
5Mondelez Intl Inc CL A
COM
$53.6M927.4K
4.0%
−7.8%
Reduced · −78K sh
6Chevron Corp New Com
COM
$50.7M305.6K
3.8%
−8.6%
Reduced · −29K sh
7Duke Energy Corp Com
COM
$43.7M345.0K
3.3%
−8.2%
Reduced · −31K sh
8US Bancorp Del Com New
COM
$42.6M705.1K
3.2%
−8.2%
Reduced · −63K sh
9General Dynamics Corp Com
COM
$41.3M116.5K
3.1%
−5.8%
Reduced · −7K sh
10Southern Co.
COM
$39.4M411.2K
2.9%
−8.2%
Reduced · −37K sh
11NextEra Energy Inc Com
COM
$39.2M446.6K
2.9%
−8.2%
Reduced · −40K sh
12Procter & Gamble Co Com
COM
$36.7M250.2K
2.7%
−5.8%
Reduced · −15K sh
13Exxon Mobil Corp.
COM
$35.1M257.0K
2.6%
−8.7%
Reduced · −25K sh
14Pfizer Inc Com
COM
$32.9M1.37M
2.5%
−5.8%
Reduced · −83K sh
15Johnson & Johnson Com
COM
$32.0M125.9K
2.4%
−5.7%
Reduced · −8K sh
16Texas Instrs Inc Com
COM
$29.4M98.7K
2.2%
−8.2%
Reduced · −9K sh
17AT&T Inc Com
COM
$27.2M1.32M
2.0%
−8.2%
Reduced · −118K sh
18Bristol-Myers Squibb
COM
$26.6M461.3K
2.0%
−5.8%
Reduced · −28K sh
19Coca Cola Co Com
COM
$25.2M310.3K
1.9%
−8.2%
Reduced · −28K sh
20Morgan Stanley
COM
$24.2M115.6K
1.8%
−8.2%
Reduced · −10K sh
21Comcast Corp New CL A
COM
$23.1M940.8K
1.7%
−8.2%
Reduced · −85K sh
22Union Pac Corp Com
COM
$22.1M81.1K
1.6%
−8.2%
Reduced · −7K sh
23Bank Of America Corp Com
COM
$21.2M372.9K
1.6%
−8.2%
Reduced · −33K sh
24JPMorgan Chase & Co.
COM
$20.8M63.7K
1.6%
−8.2%
Reduced · −6K sh
25Starbucks Corp Com
COM
$20.8M203.3K
1.6%
−8.3%
Reduced · −18K sh
26Charles Schwab Corp Com
COM
$18.9M205.2K
1.4%
−8.2%
Reduced · −18K sh
27Gilead Sciences Inc Com
COM
$18.7M147.6K
1.4%
−5.8%
Reduced · −9K sh
28Merck & Co. Inc.
COM
$18.5M144.0K
1.4%
−5.8%
Reduced · −9K sh
29Metlife Inc Com
COM
$18.3M216.8K
1.4%
−8.2%
Reduced · −19K sh
30Wells Fargo & Co New
COM
$18.2M220.0K
1.4%
−8.2%
Reduced · −20K sh
31Lockheed Martin Corp Com
COM
$18.0M35.4K
1.3%
−5.7%
Reduced · −2K sh
32American International Group
COM
$17.9M239.7K
1.3%
−8.2%
Reduced · −22K sh
33ConocoPhillips Com
COM
$17.5M168.8K
1.3%
−9.7%
Reduced · −18K sh
34Home Depot Inc Com
COM
$17.5M49.7K
1.3%
−8.2%
Reduced · −4K sh
35Amgen Inc Com
COM
$16.7M46.2K
1.3%
−5.7%
Reduced · −3K sh
36Abbvie Inc. Com
COM
$16.6M66.1K
1.2%
−5.7%
Reduced · −4K sh
37Pepsico Inc Com
COM
$16.2M119.3K
1.2%
−8.3%
Reduced · −11K sh
38American Tower Corp Ne Com
COM
$16.0M97.7K
1.2%
−8.3%
Reduced · −9K sh
39Fedex FGHT Hldg Co Inc Common
COM
$14.9M98.9K
1.1%
New
New position
40Abbott Laboratories
COM
$14.9M164.5K
1.1%
−5.8%
Reduced · −10K sh
41Bank New York Mellon C Com
COM
$13.3M92.0K
1.0%
−8.2%
Reduced · −8K sh
42Citigroup Inc Com
COM
$12.8M91.7K
1.0%
−8.2%
Reduced · −8K sh
43Goldman Sachs Group Com
COM
$12.3M12.2K
0.9%
−8.1%
Reduced · −1K sh
44Medtronic PLC SHS
COM
$12.3M157.6K
0.9%
−8.3%
Reduced · −14K sh
45General MTRS Co Com
COM
$10.1M131.1K
0.8%
−8.3%
Reduced · −12K sh
46Nike Inc CL B
COM
$9.1M220.6K
0.7%
−8.2%
Reduced · −20K sh
47Accenture PLC CL A
COM
$8.7M69.9K
0.6%
−8.2%
Reduced · −6K sh
48Simon Ppty Group Inc N Com
COM
$6.8M30.3K
0.5%
−8.4%
Reduced · −3K sh
49United Parcel Service CL B
COM
$6.1M56.8K
0.5%
−8.1%
Reduced · −5K sh
50Verizon Communications Com
COM
$5.8M138.1K
0.4%
−8.2%
Reduced · −12K sh
Showing 50 of 58 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202658$1.3B13F-HR
Q1 2026Mar 31, 2026May 12, 202656$1.4B13F-HR
Q4 2025Dec 31, 2025Feb 13, 202664$1.3B13F-HR
Q3 2025Sep 30, 2025Nov 12, 202558$1.3B13F-HR
Q2 2025Jun 30, 2025Aug 12, 202558$1.6B13F-HR
Q1 2025Mar 31, 2025May 14, 202558$1.6B13F-HR
Q4 2024Dec 31, 2024Feb 13, 202568$1.6B13F-HR
Q3 2024Sep 30, 2024Nov 14, 202465$1.6B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.