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EDGAR LOMAX CO/VA

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13F filer, CIK 1013538, KINGSTOWNE, VA

EDGAR LOMAX CO/VA reported $1,337,881,128 across 58 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 41.32% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001013538-26-000006

Period
2026-06-30
Reported value
$1.34B
Holdings
58
Top 10 weight
41.32%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FDXFnew+98,892$14.9M
BHP GROUP LTDnew+5,155$212K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TGTreduced-47,509-$6.21M
CVSreduced-55,440-$5.74M
FDXreduced-16,222-$5.08M
CVXreduced-28,910-$4.79M
UNHreduced-11,074-$4.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001013538-26-000006, largest first. % of portfolio is the value over $1,337,881,128, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,815 shares; 2024Q4: 353,600 shares; 2025Q1: 528,460 shares; 2025Q2: 520,075 shares; 2025Q3: 402,280 shares; 2025Q4: 597,605 shares; 2026Q1: 633,189 shares; 2026Q2: 585,680 shares 585,680$76.5M5.72%-47,509Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,345 shares; 2024Q4: 29,755 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158,650 shares; 2026Q1: 191,299 shares; 2026Q2: 180,225 shares 180,225$74.9M5.6%-11,074Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900,445 shares; 2024Q4: 886,830 shares; 2025Q1: 1,226,235 shares; 2025Q2: 1,206,825 shares; 2025Q3: 933,565 shares; 2025Q4: 912,700 shares; 2026Q1: 715,960 shares; 2026Q2: 660,520 shares 660,520$68.3M5.11%-55,440Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,975 shares; 2024Q4: 281,530 shares; 2025Q1: 256,210 shares; 2025Q2: 252,175 shares; 2025Q3: 194,960 shares; 2025Q4: 190,570 shares; 2026Q1: 214,030 shares; 2026Q2: 197,808 shares 197,808$61.9M4.63%-16,222Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,815 shares; 2024Q4: 984,040 shares; 2025Q1: 1,016,365 shares; 2025Q2: 1,000,335 shares; 2025Q3: 774,220 shares; 2025Q4: 752,250 shares; 2026Q1: 1,005,725 shares; 2026Q2: 927,360 shares 927,360$53.6M4.01%-78,365Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,532 shares; 2024Q4: 343,572 shares; 2025Q1: 280,037 shares; 2025Q2: 275,032 shares; 2025Q3: 221,587 shares; 2025Q4: 216,152 shares; 2026Q1: 334,532 shares; 2026Q2: 305,622 shares 305,622$50.7M3.79%-28,910Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,181 shares; 2024Q4: 145,356 shares; 2025Q1: 372,841 shares; 2025Q2: 366,916 shares; 2025Q3: 283,546 shares; 2025Q4: 277,161 shares; 2026Q1: 375,886 shares; 2026Q2: 344,981 shares 344,981$43.7M3.26%-30,905Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,666 shares; 2024Q4: 235,136 shares; 2025Q1: 105,996 shares; 2025Q2: 104,326 shares; 2025Q3: 80,726 shares; 2025Q4: 78,916 shares; 2026Q1: 768,266 shares; 2026Q2: 705,056 shares 705,056$42.6M3.18%-63,210Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,439 shares; 2024Q4: 121,089 shares; 2025Q1: 145,169 shares; 2025Q2: 142,819 shares; 2025Q3: 109,954 shares; 2025Q4: 107,474 shares; 2026Q1: 123,724 shares; 2026Q2: 116,514 shares 116,514$41.3M3.09%-7,210Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,915 shares; 2024Q4: 201,020 shares; 2025Q1: 323,835 shares; 2025Q2: 318,655 shares; 2025Q3: 246,205 shares; 2025Q4: 240,695 shares; 2026Q1: 448,070 shares; 2026Q2: 411,155 shares 411,155$39.4M2.94%-36,915Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,540 shares; 2024Q4: 232,010 shares; 2025Q1: 314,760 shares; 2025Q2: 309,760 shares; 2025Q3: 239,265 shares; 2025Q4: 233,885 shares; 2026Q1: 486,775 shares; 2026Q2: 446,640 shares 446,640$39.2M2.93%-40,135Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,165 shares; 2024Q4: 109,085 shares; 2025Q1: 175,965 shares; 2025Q2: 173,150 shares; 2025Q3: 133,270 shares; 2025Q4: 129,360 shares; 2026Q1: 265,515 shares; 2026Q2: 250,235 shares 250,235$36.7M2.74%-15,280Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 452,582 shares; 2024Q4: 443,032 shares; 2025Q1: 323,217 shares; 2025Q2: 317,887 shares; 2025Q3: 248,832 shares; 2025Q4: 243,162 shares; 2026Q1: 281,612 shares; 2026Q2: 257,022 shares 257,022$35.1M2.63%-24,590Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,468,800 shares; 2024Q4: 1,434,310 shares; 2025Q1: 805,400 shares; 2025Q2: 792,480 shares; 2025Q3: 610,007 shares; 2025Q4: 592,302 shares; 2026Q1: 1,449,272 shares; 2026Q2: 1,365,777 shares 1,365,777$32.9M2.46%-83,495Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,640 shares; 2024Q4: 379,340 shares; 2025Q1: 446,295 shares; 2025Q2: 439,125 shares; 2025Q3: 338,120 shares; 2025Q4: 171,995 shares; 2026Q1: 133,545 shares; 2026Q2: 125,880 shares 125,880$32M2.39%-7,665Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,500 shares; 2024Q4: 153,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,500 shares; 2026Q2: 98,670 shares 98,670$29.4M2.2%-8,830Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617,968 shares; 2024Q4: 1,675,798 shares; 2025Q1: 2,260,933 shares; 2025Q2: 2,225,308 shares; 2025Q3: 1,722,778 shares; 2025Q4: 1,684,473 shares; 2026Q1: 1,434,213 shares; 2026Q2: 1,316,103 shares 1,316,103$27.2M2.04%-118,110Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,390 shares; 2024Q4: 195,600 shares; 2025Q1: 87,960 shares; 2025Q2: 86,590 shares; 2025Q3: 66,750 shares; 2025Q4: 65,210 shares; 2026Q1: 489,420 shares; 2026Q2: 461,275 shares 461,275$26.6M1.99%-28,145Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 901,110 shares; 2024Q4: 884,150 shares; 2025Q1: 965,560 shares; 2025Q2: 950,325 shares; 2025Q3: 735,335 shares; 2025Q4: 718,965 shares; 2026Q1: 338,170 shares; 2026Q2: 310,300 shares 310,300$25.2M1.88%-27,870Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,545 shares; 2024Q4: 366,710 shares; 2025Q1: 365,425 shares; 2025Q2: 359,675 shares; 2025Q3: 278,510 shares; 2025Q4: 272,310 shares; 2026Q1: 125,975 shares; 2026Q2: 115,605 shares 115,605$24.2M1.81%-10,370Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,950 shares; 2024Q4: 283,510 shares; 2025Q1: 580,255 shares; 2025Q2: 571,120 shares; 2025Q3: 442,205 shares; 2025Q4: 429,665 shares; 2026Q1: 1,025,335 shares; 2026Q2: 940,810 shares 940,810$23.1M1.73%-84,525Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,605 shares; 2025Q2: 96,060 shares; 2025Q3: 74,415 shares; 2025Q4: 72,765 shares; 2026Q1: 88,405 shares; 2026Q2: 81,125 shares 81,125$22.1M1.65%-7,280Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,455 shares; 2025Q1: 549,190 shares; 2025Q2: 540,525 shares; 2025Q3: 418,375 shares; 2025Q4: 409,135 shares; 2026Q1: 406,290 shares; 2026Q2: 372,880 shares 372,880$21.2M1.59%-33,410Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,375 shares; 2024Q4: 131,865 shares; 2025Q1: 100,785 shares; 2025Q2: 99,190 shares; 2025Q3: 76,845 shares; 2025Q4: 75,095 shares; 2026Q1: 69,337 shares; 2026Q2: 63,662 shares 63,662$20.8M1.56%-5,675Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221,580 shares; 2026Q2: 203,290 shares 203,290$20.8M1.55%-18,290Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 199,460 shares; 2026Q1: 223,615 shares; 2026Q2: 205,215 shares 205,215$18.9M1.42%-18,400Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,990 shares; 2024Q4: 125,590 shares; 2025Q1: 231,390 shares; 2025Q2: 227,655 shares; 2025Q3: 175,300 shares; 2025Q4: 171,330 shares; 2026Q1: 156,705 shares; 2026Q2: 147,640 shares 147,640$18.7M1.39%-9,065Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 631,585 shares; 2025Q1: 736,620 shares; 2025Q2: 724,605 shares; 2025Q3: 560,200 shares; 2025Q4: 358,495 shares; 2026Q1: 152,850 shares; 2026Q2: 143,985 shares 143,985$18.5M1.38%-8,865Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,685 shares; 2024Q4: 153,750 shares; 2025Q1: 294,605 shares; 2025Q2: 290,000 shares; 2025Q3: 224,415 shares; 2025Q4: 219,410 shares; 2026Q1: 236,245 shares; 2026Q2: 216,815 shares 216,815$18.3M1.37%-19,430Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 478,100 shares; 2024Q4: 469,085 shares; 2025Q1: 185,055 shares; 2025Q2: 182,120 shares; 2025Q3: 140,985 shares; 2025Q4: 137,795 shares; 2026Q1: 239,785 shares; 2026Q2: 220,015 shares 220,015$18.2M1.36%-19,770Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,435 shares; 2026Q1: 37,555 shares; 2026Q2: 35,404 shares 35,404$18M1.35%-2,151Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,280 shares; 2024Q4: 78,785 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 233,145 shares; 2026Q1: 261,200 shares; 2026Q2: 239,670 shares 239,670$17.9M1.34%-21,530Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,370 shares; 2024Q4: 169,470 shares; 2025Q1: 201,285 shares; 2025Q2: 197,275 shares; 2025Q3: 164,910 shares; 2025Q4: 159,815 shares; 2026Q1: 186,855 shares; 2026Q2: 168,750 shares 168,750$17.5M1.31%-18,105Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,760 shares; 2024Q4: 15,445 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,172 shares; 2026Q2: 49,735 shares 49,735$17.5M1.31%-4,437Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,465 shares; 2024Q4: 141,690 shares; 2025Q1: 132,385 shares; 2025Q2: 130,270 shares; 2025Q3: 100,310 shares; 2025Q4: 97,995 shares; 2026Q1: 49,038 shares; 2026Q2: 46,233 shares 46,233$16.7M1.25%-2,805Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,853 shares; 2024Q4: 64,573 shares; 2025Q1: 28,068 shares; 2025Q2: 27,618 shares; 2025Q3: 21,353 shares; 2025Q4: 20,848 shares; 2026Q1: 70,108 shares; 2026Q2: 66,103 shares 66,103$16.6M1.24%-4,005Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,415 shares; 2025Q2: 32,895 shares; 2025Q3: 25,580 shares; 2025Q4: 24,970 shares; 2026Q1: 130,085 shares; 2026Q2: 119,310 shares 119,310$16.2M1.21%-10,775Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,555 shares; 2025Q2: 27,160 shares; 2025Q3: 21,045 shares; 2025Q4: 20,540 shares; 2026Q1: 106,530 shares; 2026Q2: 97,685 shares 97,685$16M1.19%-8,845Timeline
FDXFFEDEX FGHT HLDG CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98,892 shares 98,892$14.9M1.12%newTimeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104,595 shares; 2026Q1: 174,605 shares; 2026Q2: 164,535 shares 164,535$14.9M1.12%-10,070Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651,194 shares; 2024Q4: 204,724 shares; 2025Q1: 169,249 shares; 2025Q2: 166,609 shares; 2025Q3: 128,934 shares; 2025Q4: 126,084 shares; 2026Q1: 100,204 shares; 2026Q2: 91,969 shares 91,969$13.3M0.99%-8,235Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659,765 shares; 2024Q4: 647,390 shares; 2025Q1: 652,600 shares; 2025Q2: 642,320 shares; 2025Q3: 497,375 shares; 2025Q4: 262,690 shares; 2026Q1: 99,830 shares; 2026Q2: 91,665 shares 91,665$12.8M0.96%-8,165Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,340 shares; 2024Q4: 25,270 shares; 2025Q1: 22,745 shares; 2025Q2: 22,410 shares; 2025Q3: 17,350 shares; 2025Q4: 16,960 shares; 2026Q1: 13,282 shares; 2026Q2: 12,208 shares 12,208$12.3M0.92%-1,074Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323,660 shares; 2024Q4: 317,580 shares; 2025Q1: 342,485 shares; 2025Q2: 337,085 shares; 2025Q3: 260,930 shares; 2025Q4: 255,100 shares; 2026Q1: 171,745 shares; 2026Q2: 157,570 shares 157,570$12.3M0.92%-14,175Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 243,855 shares; 2025Q2: 240,045 shares; 2025Q3: 185,885 shares; 2025Q4: 181,760 shares; 2026Q1: 142,890 shares; 2026Q2: 131,070 shares 131,070$10.1M0.76%-11,820Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 294,865 shares; 2025Q2: 290,260 shares; 2025Q3: 224,675 shares; 2025Q4: 218,305 shares; 2026Q1: 240,460 shares; 2026Q2: 220,625 shares 220,625$9.06M0.68%-19,835Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,655 shares; 2026Q1: 76,080 shares; 2026Q2: 69,875 shares 69,875$8.7M0.65%-6,205Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,775 shares; 2024Q4: 65,820 shares; 2025Q1: 61,885 shares; 2025Q2: 60,915 shares; 2025Q3: 47,085 shares; 2025Q4: 46,045 shares; 2026Q1: 33,035 shares; 2026Q2: 30,265 shares 30,265$6.77M0.51%-2,770Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,135 shares; 2024Q4: 64,620 shares; 2025Q1: 216,810 shares; 2025Q2: 213,425 shares; 2025Q3: 165,225 shares; 2025Q4: 160,550 shares; 2026Q1: 61,875 shares; 2026Q2: 56,845 shares 56,845$6.11M0.46%-5,030Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,832,406 shares; 2024Q4: 1,797,786 shares; 2025Q1: 1,805,001 shares; 2025Q2: 1,776,446 shares; 2025Q3: 1,373,821 shares; 2025Q4: 689,281 shares; 2026Q1: 150,511 shares; 2026Q2: 138,096 shares 138,096$5.85M0.44%-12,415Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,125 shares; 2024Q4: 26,139 shares; 2025Q1: 20,799 shares; 2025Q2: 20,757 shares; 2025Q3: 20,744 shares; 2025Q4: 27,553 shares; 2026Q1: 20,740 shares; 2026Q2: 20,740 shares 20,740$4.71M0.35%0Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,440 shares; 2024Q4: 45,340 shares; 2025Q1: 45,340 shares; 2025Q2: 45,340 shares; 2025Q3: 36,640 shares; 2025Q4: 36,640 shares; 2026Q1: 36,640 shares; 2026Q2: 36,640 shares 36,640$2.64M0.2%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,368 shares; 2024Q4: 3,202 shares; 2025Q1: 3,278 shares; 2025Q2: 3,278 shares; 2025Q3: 3,278 shares; 2025Q4: 3,150 shares; 2026Q1: 3,150 shares; 2026Q2: 3,150 shares 3,150$2.35M0.18%0Timeline
SWPPXSCHWAB S&P 500 INDEX-SELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,260 shares; 2024Q4: 7,135 shares; 2025Q1: 7,254 shares; 2025Q2: 7,422 shares; 2025Q3: 48,740 shares; 2025Q4: 48,267 shares; 2026Q1: 41,597 shares; 2026Q2: 41,597 shares 41,597$804K0.06%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1$749K0.06%0Timeline
VSNTVERSANT MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,480 shares; 2026Q2: 15,021 shares 15,021$541K0.04%-1,459Timeline
BHP GROUP LTDBHP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,155 shares 5,155$212K0.02%new
HONDA MOTOR CO LTDHONDA MOTOR CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 11,300 shares; 2025Q2: 11,300 shares; 2025Q3: 11,300 shares; 2025Q4: 11,300 shares; 2026Q1: 15,300 shares; 2026Q2: 15,300 shares 15,300$139K0.01%0

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001013538-26-000006 base2026-08-13acceptance time not in the bulk data set