LOMAX Mutual Fund

LOMAX Mutual Fund

NAV$19.10
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Showing the top 10 of 53 holdings · as of Jun 30, 2026
Top 10 weight
41.06%
LOMAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
TGT
Target Corp-1477Consumer Disc. · Multiline Retail
5.79%		5.8%72,600$9.48MConsumer Disc.Multiline Retail
2
UNH
Unitedhealth Group IncHealth Care · Healthcare Services
5.65%		11.4%22,300$9.27MHealth CareHealthcare Services
Sector and industry · Pro
3
CVS
Cvs Health Corp.
4.94%		16.4%78,250$8.09M
4
FDX
Fedex Corp
4.49%		20.9%23,500$7.36M
5
CVX
Chevron Corp
4.25%		25.1%42,000$6.96M
6
MDLZ
Mondelez International Inc Com A Npv
3.88%		29.0%109,850$6.35M
7
DUK
Duke Energy Corp
3.16%		32.2%40,900$5.18M
8
USB
US Bancorp
3.08%		35.2%83,550$5.05M
9
GD
General Dynamics Corp.
2.98%		38.2%13,800$4.89M
10
SO
Southern Co.
2.84%		41.1%48,700$4.66M
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Themes in the top 10
Value RetailConsumer SpendingMillennials & Gen ZHealth InsuranceManaged CareAging PopulationDigital HealthHealth & WellnessPharmaceuticalsSupply ChainManufacturingAviation TechnologyNetworking InfrastructureInfrastructureEnergy Security

LOMAX Mutual Fund Top Holdings

LOMAX holdings top 10 positions. The top 10 holdings account for 41.1% of the fund, led by Target Corp-1477 at 5.8%, Unitedhealth Group Incorporated at 5.7%, Cvs Health Corp. at 4.9%.

LOMAX portfolio concentration is moderate, with the top 10 representing 41.1% of total assets. The largest sector exposure is Health Care at 24.3%.

LOMAX sectors provide a detailed breakdown. LOMAX overlap shows how holdings compare to other funds in your portfolio.