Edgar Lomax Value Fund

Edgar Lomax Value Fund is a registered fund series of Advisors Series Trust (series S000005075). Net assets $160.7M as of 2026-04-30.

Profile

Advisers

Top holdings (52 reported)

Showing 15 of 52 holdings by value.

HoldingTickerValue% of fund
FedEx Corp$9.2M572.18%
Target Corp$9.1M568.38%
UnitedHealth Group Inc$8.0M499.10%
Chevron Corp$7.8M488.36%
Mondelez International Inc$6.5M406.20%
CVS Health Corp$6.3M392.59%
Duke Energy Corp$5.1M318.42%
NextEra Energy Inc$5.0M311.84%
Exxon Mobil Corp$4.9M302.02%
Invesco Treasury Portfolio$4.8M299.57%
General Dynamics Corp$4.6M287.08%
US Bancorp$4.6M284.70%
Southern Co/The$4.6M283.41%
Procter & Gamble Co/The$4.2M262.22%
Pfizer Inc$4.2M259.85%

Net asset history

Report dateNet assets
2026-04-30$160.7M
2026-01-31$106.7M
2025-10-31$99.6M
2025-07-31$95.5M
2025-04-30$91.3M
2025-01-31$95.2M
2024-10-31$96.4M
2024-07-31$95.5M

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