LOMAX Holdings Information

LOMAX is a mutual fund with a total of 53 individual holdings. The top holdings are CVS Health stock at 5.44%, Johnson & Johnson at 5.25%, Merck & Co. at 4.56%, Citigroup at 4.25%, and FedEx at 4.15%.

Total Holdings

Top 10 Percentage

42.19%

Asset Class

Equity

Fund Category

Large Value

Assets

106.69M

Forward PE Ratio

14.33

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	CVS	CVS Health Corporation	5.44%	70,150
2	JNJ	Johnson & Johnson	5.25%	25,950
3	MRK	Merck & Co., Inc.	4.56%	44,300
4	C	Citigroup Inc.	4.25%	37,250
5	FDX	FedEx Corporation	4.15%	14,700
6	VZ	Verizon Communications Inc.	4.12%	103,450
7	IBM	International Business Machines Corporation	3.90%	13,450
8	KO	The Coca-Cola Company	3.77%	55,150
9	MS	Morgan Stanley	3.62%	20,850
10	T	AT&T Inc.	3.13%	129,050
11	MDLZ	Mondelez International, Inc.	3.06%	58,050
12	TGT	Target Corporation	2.90%	30,350
13	CSCO	Cisco Systems, Inc.	2.79%	37,050
14	GD	General Dynamics Corporation	2.76%	8,400
15	CVX	Chevron Corporation	2.70%	18,100
16	AMGN	Amgen Inc.	2.46%	7,700
17	DUK	Duke Energy Corporation	2.45%	21,400
18	XOM	Exxon Mobil Corporation	2.25%	19,150
19	MDT	Medtronic plc	1.84%	19,550
20	COF	Capital One Financial Corporation	1.82%	7,700
21	JPM	JPMorgan Chase & Co.	1.81%	5,750
22	MCD	McDonald's Corporation	1.76%	5,900
23	BAC	Bank of America Corporation	1.68%	31,300
24	MMM	3M Company	1.67%	10,700
25	GILD	Gilead Sciences, Inc.	1.61%	13,450

Showing 25 of 53 holdings

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As of Dec 31, 2025