LOMAX Mutual Fund

LOMAX Mutual Fund

NAV$18.34
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Showing the top 10 of 53 holdings · as of Jul 31, 2026
Top 10 weight
41.26%
LOMAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
TGT
Target CorpConsumer Disc. · Multiline Retail
6.10%		6.1%72,600$10.49MConsumer Disc.Multiline Retail
2
UNH
Unitedhealth Group IncHealth Care · Healthcare Services
5.37%		11.5%22,300$9.24MHealth CareHealthcare Services
Sector and industry · Pro
3
CVX
Chevron Corp
4.80%		16.3%42,000$8.27M
4
CVS
Cvs Health Corp
4.75%		21.0%78,250$8.17M
5
FDX
Fedex Corp
4.20%		25.2%23,500$7.22M
6
MDLZ
Mondelez International Inc Com A Npv
3.98%		29.2%109,850$6.84M
7
GD
General Dynamics Corp.
3.08%		32.3%13,800$5.29M
8
USB
US Bancorp
3.06%		35.3%83,550$5.26M
9
DUK
Duke Energy Corp
2.98%		38.3%40,900$5.13M
10
XOM
ExxonMobil Corp.
2.94%		41.3%32,550$5.06M
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Themes in the top 10
Value RetailConsumer SpendingMillennials & Gen ZHealth InsuranceManaged CareAging PopulationDigital HealthHealth & WellnessEnergy SecurityEnergy TransitionClean EnergyClimate SolutionsEnvironmental SolutionsPharmaceuticalsSupply Chain

LOMAX Mutual Fund Top Holdings

LOMAX holdings top 10 positions. The top 10 holdings account for 41.3% of the fund, led by TARGET CORP at 6.1%, Unitedhealth Group Incorporated at 5.4%, Chevron Corp at 4.8%.

LOMAX portfolio concentration is moderate, with the top 10 representing 41.3% of total assets. The largest sector exposure is Health Care at 23.9%.

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