Loading…
CIK 0001013538 • 6 13F filings • May 14, 2025 – Aug 13, 2026
Import this data to Google Sheets with:
=jivedata("edgar-lomax-co-va","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO COM | COM | $22.3M | 1.7%Prev: 1.7% | 139,535 SH | Increased-3,190 SH |
| ABBOTT LABORATORIES | COM | $13.1M | 1.0% | 104,595 SH | New |
| ABBVIE INC. COM | COM | $4.8M | 0.4%Prev: 0.4% | 20,848 SH | Decreased-505 SH |
| ACCENTURE PLC CL A | COM | $20.0M | 1.5% | 74,655 SH | New |
| ALTRIA GROUP INC COM | COM | $2.1M | 0.2%Prev: 0.2% | 36,640 SH | Decreased |
| AMERICAN EXPRESS | COM | $12.0M | 0.9%Prev: 0.9% | 32,455 SH | Increased-770 SH |
| AMERICAN INTERNATIONAL GROUP | COM | $19.9M | 1.5% | 233,145 SH | New |
| AMERICAN TOWER CORP NE COM | COM | $3.6M | 0.3%Prev: 0.3% | 20,540 SH | Decreased-505 SH |
| AMGEN INC COM | COM | $32.1M | 2.4%Prev: 2.2% | 97,995 SH | Increased-2,315 SH |
| AT&T INC COM | COM | $41.8M | 3.2%Prev: 3.8% | 1,684,473 SH | Decreased-38,305 SH |
| BANK NEW YORK MELLON COM | COM | $14.6M | 1.1%Prev: 1.1% | 126,084 SH | Increased-2,850 SH |
| BANK OF AMERICA CORP COM | COM | $22.5M | 1.7%Prev: 1.7% | 409,135 SH | Increased-9,240 SH |
| BERKSHIRE HATHAWAY INC CL A | COM | $755K | 0.1%Prev: 0.1% | 1 SH | Increased |
| BRISTOL-MYERS SQUIBB | COM | $3.5M | 0.3%Prev: 0.2% | 65,210 SH | Increased-1,540 SH |
| CAPITAL ONE FINL CORP COM | COM | $24.4M | 1.9%Prev: 1.7% | 100,685 SH | Increased-2,315 SH |
| CATERPILLAR INC DEL COM | COM | $6.6M | 0.5%Prev: 0.4% | 11,520 SH | Increased-230 SH |
| CHARLES SCHWAB CORP COM | COM | $19.9M | 1.5% | 199,460 SH | New |
| CHEVRON CORP NEW COM | COM | $32.9M | 2.5%Prev: 2.7% | 216,152 SH | Decreased-5,435 SH |
| CISCO SYS INC COM | COM | $37.2M | 2.8%Prev: 2.6% | 483,478 SH | Increased-10,990 SH |
| CITIGROUP INC COM | COM | $30.7M | 2.3%Prev: 4.0% | 262,690 SH | Decreased-234,685 SH |
| COCA COLA CO COM | COM | $50.3M | 3.8%Prev: 3.8% | 718,965 SH | Increased-16,370 SH |
| COMCAST CORP NEW CL A | COM | $12.8M | 1.0%Prev: 1.1% | 429,665 SH | Decreased-12,540 SH |
| CONOCOPHILLIPS COM | COM | $15.0M | 1.1%Prev: 1.2% | 159,815 SH | Decreased-5,095 SH |
| CVS HEALTH CORP COM | COM | $72.4M | 5.5%Prev: 5.5% | 912,700 SH | Increased-20,865 SH |
| DOW INC COM | COM | $2.2M | 0.2%Prev: 0.2% | 93,485 SH | Decreased-2,740 SH |
| DUKE ENERGY CORP COM | COM | $32.5M | 2.5%Prev: 2.7% | 277,161 SH | Decreased-6,385 SH |
| EXXON MOBIL CORP. | COM | $29.3M | 2.2%Prev: 2.2% | 243,162 SH | Increased-5,670 SH |
| FEDEX CORP COM | COM | $55.0M | 4.2%Prev: 3.6% | 190,570 SH | Increased-4,390 SH |
| FORD MTR CO | COM | $5.0M | 0.4%Prev: 0.4% | 381,820 SH | Increased-8,680 SH |
| GENERAL DYNAMICS CORP COM | COM | $36.2M | 2.7%Prev: 2.9% | 107,474 SH | Decreased-2,480 SH |
| GENERAL MTRS CO COM | COM | $14.8M | 1.1%Prev: 0.9% | 181,760 SH | Increased-4,125 SH |
| GILEAD SCIENCES INC COM | COM | $21.0M | 1.6%Prev: 1.5% | 171,330 SH | Increased-3,970 SH |
| GOLDMAN SACHS GROUP COM | COM | $14.9M | 1.1%Prev: 1.1% | 16,960 SH | Increased-390 SH |
| HONDA MOTOR CO LTD | COM | $111K | 0.0%Prev: 0.0% | 11,300 SH | Decreased |
| HSBC HOLDINGS PLC | COM | $203K | 0.0%Prev: 0.0% | 12,845 SH | Increased |
| INTERNATIONAL BUSINESS MACHINE | COM | $324K | 0.0%Prev: 4.0% | 1,095 SH | Decreased-178,682 SH |
| ISHARES TR S&P500/VALUE INDEX | COM | $5.8M | 0.4%Prev: 0.3% | 27,553 SH | Increased+6,809 SH |
| JOHNSON & JOHNSON COM | COM | $35.6M | 2.7%Prev: 4.9% | 171,995 SH | Decreased-166,125 SH |
| JPMORGAN CHASE & CO. | COM | $24.2M | 1.8%Prev: 1.9% | 75,095 SH | Decreased-1,750 SH |
| KRAFT HEINZ CO COM | COM | $3.0M | 0.2%Prev: 0.3% | 121,995 SH | Decreased-3,560 SH |
| LOCKHEED MARTIN CORP COM | COM | $19.6M | 1.5% | 40,435 SH | New |
| MCDONALDS CORP COM | COM | $23.6M | 1.8%Prev: 1.9% | 77,270 SH | Decreased-1,760 SH |
| MEDTRONIC PLC SHS | COM | $24.5M | 1.9%Prev: 1.9% | 255,100 SH | Decreased-5,830 SH |
| MERCK & CO. INC. | COM | $37.7M | 2.9%Prev: 3.7% | 358,495 SH | Decreased-201,705 SH |
| METLIFE INC COM | COM | $17.3M | 1.3%Prev: 1.4% | 219,410 SH | Decreased-5,005 SH |
| MONDELEZ INTL INC CL A | COM | $40.5M | 3.1%Prev: 3.8% | 752,250 SH | Decreased-21,970 SH |
| MORGAN STANLEY | COM | $48.3M | 3.7%Prev: 3.5% | 272,310 SH | Increased-6,200 SH |
| NEXTERA ENERGY INC COM | COM | $18.8M | 1.4%Prev: 1.4% | 233,885 SH | Increased-5,380 SH |
| NIKE INC CL B | COM | $13.9M | 1.1%Prev: 1.2% | 218,305 SH | Decreased-6,370 SH |
| PEPSICO INC COM | COM | $3.6M | 0.3%Prev: 0.3% | 24,970 SH | Decreased-610 SH |
| PFIZER INC COM | COM | $14.7M | 1.1%Prev: 1.2% | 592,302 SH | Decreased-17,705 SH |
| PROCTER & GAMBLE CO COM | COM | $18.5M | 1.4%Prev: 1.6% | 129,360 SH | Decreased-3,910 SH |
| QUALCOMM INC COM | COM | $18.5M | 1.4%Prev: 1.4% | 108,185 SH | Increased-2,470 SH |
| SCHWAB CAP TR S&P 500IDX SEL | ETF | $847K | 0.1%Prev: 0.1% | 48,267 SH | Increased-473 SH |
| SIMON PPTY GROUP INC N COM | COM | $8.5M | 0.6%Prev: 0.7% | 46,045 SH | Decreased-1,040 SH |
| SOUTHERN CO. | COM | $21.0M | 1.6%Prev: 1.8% | 240,695 SH | Decreased-5,510 SH |
| STANDARD & POOR'S DEPOSITARY R | COM | $2.1M | 0.2%Prev: 0.2% | 3,150 SH | Decreased-128 SH |
| TARGET CORP COM | COM | $58.4M | 4.4%Prev: 2.8% | 597,605 SH | Increased+195,325 SH |
| UNION PAC CORP COM | COM | $16.8M | 1.3%Prev: 1.4% | 72,765 SH | Decreased-1,650 SH |
| UNITED PARCEL SERVICE CL B | COM | $15.9M | 1.2%Prev: 1.1% | 160,550 SH | Increased-4,675 SH |
| UNITEDHEALTH GROUP INC | COM | $52.4M | 4.0% | 158,650 SH | New |
| US BANCORP DEL COM NEW | COM | $4.2M | 0.3%Prev: 0.3% | 78,916 SH | Increased-1,810 SH |
| VERIZON COMMUNICATIONS COM | COM | $28.1M | 2.1%Prev: 4.7% | 689,281 SH | Decreased-684,540 SH |
| WELLS FARGO & CO NEW | COM | $12.8M | 1.0%Prev: 0.9% | 137,795 SH | Increased-3,190 SH |
| 13F-HR |
| 0001013538-26-000006 |
| $1.34B |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001013538-25-000006 | $1.58B | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001013538-26-000004 | $1.40B | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001013538-25-000004 | $1.60B | View |