LOMAX
Edgar Lomax Value Fund
Advisors Series Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Oct 31, 2025 → Jan 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
UNITEDHEALTH GRP 0 14,950 14,950 4.02% $4.29M
LOCKHEED MARTIN CORP 0 2,800 2,800 1.67% $1.78M
SCHWAB CHARLES CORP 0 16,300 16,300 1.59% $1.69M
TEXAS INSTRUMENTS INC 0 7,800 7,800 1.58% $1.68M
STARBUCKS CORP 0 16,100 16,100 1.39% $1.48M
HOME DEPOT INC 0 3,900 3,900 1.37% $1.46M
ACCENTURE PLC CL A 0 5,500 5,500 1.36% $1.45M
ABBOTT LABS 0 13,100 13,100 1.34% $1.43M
AMERICAN INTERNATIONAL GROUP 0 19,000 19,000 1.33% $1.42M
VERSANT MEDIA GROUP INC - A 0 1,326 1,326 0.04% $43.20K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
INTL BUS MACH CORP 13,450 0 -13,450 0.00% -$4.13M
CISCO SYSTEMS INC 37,050 0 -37,050 0.00% -$2.71M
3M CO 10,700 0 -10,700 0.00% -$1.78M
MCDONALDS CORP 5,900 0 -5,900 0.00% -$1.76M
CAPITAL ONE FINANCIAL CORP 7,700 0 -7,700 0.00% -$1.69M
QUALCOMM INC 8,300 0 -8,300 0.00% -$1.50M
AMERICAN EXPRESS CO 2,500 0 -2,500 0.00% -$901.82K
CATERPILLAR INC 850 0 -850 0.00% -$490.67K
FORD MOTOR CO 29,200 0 -29,200 0.00% -$383.40K
KRAFT HEINZ CO/T 9,450 0 -9,450 0.00% -$233.70K
DOW INC 7,250 0 -7,250 0.00% -$172.91K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
FEDEX CORP 14,700 16,550 1,850 5.00% $1.60M
TARGET CORP 30,350 49,150 18,800 4.86% $2.37M
CHEVRON CORP 18,100 28,100 10,000 4.66% $2.12M
MONDELEZ INTL INC 58,050 73,650 15,600 4.04% $970.76K
Invesco Treasury Portfolio, Institutional Class 2,483,532 3,686,316 1,202,784 3.46% $1.20M
DUKE ENERGY CORP NEW 21,400 27,400 6,000 3.12% $664.97K
GENERAL DYNAMICS CORPORATION 8,400 9,300 900 3.06% $367.98K
US BANCORP DEL 6,050 55,950 49,900 2.95% $2.86M
NEXTERA ENERGY INC 18,100 35,500 17,400 2.93% $1.65M
EXXON MOBIL CORP 19,150 21,850 2,700 2.90% $899.60K
PROCTER & GAMBLE 10,250 19,850 9,600 2.83% $1.47M
SOUTHERN CO 18,600 32,700 14,100 2.74% $1.17M
PFIZER INC 46,802 108,402 61,600 2.69% $1.71M
COMCAST CORP CL A 33,150 74,750 41,600 2.09% $1.30M
BRISTOL-MYERS SQUIBB CO 5,150 36,550 31,400 1.89% $1.77M
CONOCOPHILLIPS 14,500 16,000 1,500 1.56% $379.21K
WELLS FARGO & CO 10,550 17,450 6,900 1.48% $661.52K
UNION PACIFIC CORP 5,600 6,400 800 1.41% $270.57K
PEPSICO INC 1,900 9,500 7,600 1.37% $1.18M
AMERICAN TOWER CORP 1,600 7,700 6,100 1.30% $1.09M
METLIFE INC 16,800 17,200 400 1.27% $15.76K
ABBVIE INC 1,650 5,250 3,600 1.10% $811.04K
NIKE INC CL B 16,800 17,500 700 1.01% -$3.44K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
CVS HEALTH CORP 70,150 52,450 -17,700 3.67% -$1.57M
AT&T INC 129,050 104,450 -24,600 2.57% -$456.35K
JOHNSON&JOHNSON 25,950 9,950 -16,000 2.12% -$2.64M
COCA-COLA CO/THE 55,150 24,650 -30,500 1.73% -$1.96M
MORGAN STANLEY 20,850 9,150 -11,700 1.57% -$1.75M
GILEAD SCIENCES INC 13,450 11,750 -1,700 1.56% $56.74K
BANK OF AMERICA CORPORATION 31,300 29,600 -1,700 1.48% -$98.26K
JPMORGAN CHASE and CO 5,750 5,050 -700 1.45% -$244.20K
MEDTRONIC PLC 19,550 12,550 -7,000 1.21% -$481.04K
AMGEN INC 7,700 3,700 -4,000 1.19% -$1.03M
MERCK & CO 44,300 11,400 -32,900 1.18% -$2.55M
GOLDMAN SACHS GROUP INC 1,300 975 -325 0.86% -$114.16K
BANK OF NEW YORK MELLON CORP 9,700 7,300 -2,400 0.82% -$171.50K
GENERAL MOTORS CO 13,900 10,400 -3,500 0.82% -$86.75K
CITIGROUP INC 37,250 7,250 -30,000 0.79% -$2.93M
VERIZON COMMUNICATIONS INC 103,450 10,950 -92,500 0.46% -$3.62M
UNITED PARCEL SERVICE INC CL B 12,350 4,550 -7,800 0.45% -$707.49K
SIMON PROPERTY 3,550 2,450 -1,100 0.44% -$155.24K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
ALTRIA GROUP INC 3,850 3,850 0 0.22% $21.60K

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