LOMAX Mutual Fund

LOMAX Mutual Fund

NAV$19.50
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Showing the top 10 of 53 holdings · as of Sep 30, 2026
Top 10 weight
41.48%
LOMAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
TGT
Target CorpConsumer Disc. · Multiline Retail
6.79%		6.8%69,300$10.86MConsumer Disc.Multiline Retail
2
CVX
Chevron CorpEnergy · Oil & Gas
5.12%		11.9%40,100$8.19MEnergyOil & Gas
Sector and industry · Pro
3
UNH
Unitedhealth Group Inc
4.89%		16.8%21,300$7.82M
4DebtInvesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07
4.07%		20.9%6,510,152$6.51M
5
CVS
Cvs Health Corp
4.00%		24.9%74,650$6.40M
6
FDX
Fedex Corp
4.00%		28.9%22,400$6.39M
7
MDLZ
Mondelez International Inc Com A Npv
3.79%		32.7%104,850$6.06M
8
XOM
ExxonMobil Corp.
3.16%		35.8%31,050$5.05M
9
USB
US Bancorp
2.88%		38.7%79,750$4.61M
10
DUK
Duke Energy Corp
2.78%		41.5%39,000$4.45M
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Themes in the top 10
Value RetailConsumer SpendingMillennials & Gen ZEnergy SecurityEnergy TransitionClean EnergyClimate SolutionsEnvironmental SolutionsHealth InsuranceManaged CareAging PopulationDigital HealthHealth & WellnessInterest RatesAsset Management

LOMAX Mutual Fund Top Holdings

LOMAX holdings top 10 positions. The top 10 holdings account for 41.5% of the fund, led by TARGET CORP at 6.8%, Chevron Corp at 5.1%, Unitedhealth Group Incorporated at 4.9%.

LOMAX portfolio concentration is moderate, with the top 10 representing 41.5% of total assets. The largest sector exposure is Health Care at 23.7%.

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