Long-term investor

Edgar Lomax Co. @edgarlomaxcova

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001013538).

Record

  • Tracked since 2025-06-30 (448 days), 71 trades recorded
  • Returns: week n/a · month n/a · 90 days +2.0% · 6 months n/a · 1 year +17.4% · all +17.4%
  • Max drawdown n/a · win rate 83% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 87612E106 · 5.7% · long · since 2025-06-30
  • UNH · 5.6% · long · since 2025-12-31
  • CVS · 5.1% · long · since 2025-06-30
  • FDX · 4.6% · long · since 2025-06-30
  • MDLZ · 4.0% · long · since 2025-06-30
  • CVX · 3.8% · long · since 2025-06-30
  • DUK · 3.3% · long · since 2025-06-30
  • USB · 3.2% · long · since 2025-06-30
  • GD · 3.1% · long · since 2025-06-30
  • 842587107 · 2.9% · long · since 2025-06-30
  • NEE · 2.9% · long · since 2025-06-30
  • PG · 2.7% · long · since 2025-06-30

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