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Home > Institutional Investor > Edgar Lomax Co > Profile

Instuitional Investor - Edgar Lomax Co

Fund Profile
Filing Period:
Fund Name: Edgar Lomax Co
Portfolio Value $1,337,881,128
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Target Corp
 TGT 585,680 $76,495,665 5.72%
2.
Unitedhealth Group Inc
 UNH 180,225 $74,906,917 5.6%
3.
Cvs Health Corp
 CVS 660,520 $68,330,794 5.11%
4.
Fedex Corp
 FDX 197,808 $61,939,619 4.63%
5.
Mondelez International Inc.
 MDLZ 927,360 $53,638,502 4.01%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.