Edgemoor Investment Advisors
Latest statistics and disclosures from Edgemoor Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, BRK.B, GOOG, AVGO, and represent 27.27% of Edgemoor Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: GLD, PANW, NFLX, GIS, VZ, BEP, AGG, UBER, JEPI, AMZN.
- Started 4 new stock positions in NEA, VCIT, HON, GLD.
- Reduced shares in these 10 stocks: , , GOOG, WSM, , , PLTR, CRWD, IGM, KO.
- Sold out of its positions in ADBE, CRWD, IWP, IGM, MKL, PLTR, XLV, NOW, ACN.
- Edgemoor Investment Advisors was a net buyer of stock by $16M.
- Edgemoor Investment Advisors has $1.3B in assets under management (AUM), dropping by -1.36%.
- Central Index Key (CIK): 0001313792
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Portfolio Holdings for Edgemoor Investment Advisors
Edgemoor Investment Advisors holds 170 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.8 | $87M | 341k | 253.79 |
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| Microsoft Corporation (MSFT) | 6.1 | $77M | 209k | 370.17 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.7 | $72M | 151k | 479.20 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.6 | $59M | 204k | 286.86 |
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| Broadcom (AVGO) | 4.0 | $52M | 166k | 309.51 |
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| Applied Materials (AMAT) | 4.0 | $51M | 150k | 341.79 |
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| United Rentals (URI) | 4.0 | $51M | 70k | 728.56 |
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| Lowe's Companies (LOW) | 3.7 | $47M | 199k | 236.28 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $44M | 154k | 287.56 |
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| Amazon (AMZN) | 3.0 | $38M | 183k | 208.27 |
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| Williams-Sonoma (WSM) | 2.5 | $31M | 172k | 182.33 |
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| NVIDIA Corporation (NVDA) | 2.4 | $31M | 176k | 174.40 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.9 | $25M | 55k | 446.55 |
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| Johnson Controls Internation SHS (JCI) | 1.9 | $24M | 185k | 130.95 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.9 | $24M | 70k | 337.95 |
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| General Dynamics Corporation (GD) | 1.6 | $20M | 58k | 343.22 |
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| Visa Com Cl A (V) | 1.5 | $19M | 62k | 302.24 |
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| Blackstone Group Inc Com Cl A (BX) | 1.4 | $18M | 157k | 114.99 |
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| Blackrock (BLK) | 1.4 | $18M | 19k | 961.75 |
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| Charles Schwab Corporation (SCHW) | 1.4 | $18M | 190k | 93.98 |
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| Lennar Corp Cl A (LEN) | 1.4 | $18M | 203k | 86.84 |
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| Citigroup Com New (C) | 1.3 | $17M | +2% | 147k | 113.41 |
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| Novartis Sponsored Adr (NVS) | 1.3 | $17M | 109k | 152.75 |
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| American Electric Power Company (AEP) | 1.3 | $16M | 123k | 131.08 |
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| Deere & Company (DE) | 1.2 | $15M | 26k | 563.31 |
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| Shell Spon Ads (SHEL) | 1.1 | $15M | 157k | 93.00 |
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| Ishares Tr Ultra Short Dur (ICSH) | 1.1 | $14M | 280k | 50.62 |
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| Entergy Corporation (ETR) | 1.0 | $13M | 119k | 112.36 |
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| Simon Property (SPG) | 1.0 | $13M | 70k | 186.53 |
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| Realty Income (O) | 1.0 | $13M | +2% | 211k | 61.18 |
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| Ares Capital Corporation (ARCC) | 1.0 | $13M | 716k | 18.02 |
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| Vertiv Holdings Com Cl A (VRT) | 0.9 | $12M | +3% | 46k | 250.58 |
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| Enterprise Products Partners (EPD) | 0.9 | $11M | 295k | 37.84 |
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| Verizon Communications (VZ) | 0.9 | $11M | +6% | 220k | 50.20 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.8 | $9.7M | +5% | 171k | 56.68 |
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| Nextera Energy (NEE) | 0.7 | $9.5M | 102k | 92.88 |
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| At&t (T) | 0.7 | $9.4M | 325k | 28.99 |
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| Thermo Fisher Scientific (TMO) | 0.7 | $8.9M | +4% | 18k | 491.54 |
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| Clearway Energy Cl A (CWEN.A) | 0.7 | $8.4M | 216k | 39.17 |
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| Pfizer (PFE) | 0.6 | $7.9M | +5% | 283k | 28.08 |
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| Public Storage (PSA) | 0.6 | $7.8M | 29k | 270.88 |
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| Crown Castle Intl (CCI) | 0.6 | $7.8M | +2% | 96k | 81.31 |
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| Evergy (EVRG) | 0.6 | $7.7M | +3% | 94k | 81.92 |
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| Southern Company (SO) | 0.6 | $7.3M | 76k | 96.52 |
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| CenterPoint Energy (CNP) | 0.6 | $7.3M | 168k | 43.16 |
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| Digital Realty Trust (DLR) | 0.6 | $7.0M | 39k | 180.21 |
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| Eversource Energy (ES) | 0.4 | $5.7M | +8% | 83k | 69.28 |
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| Kinder Morgan (KMI) | 0.4 | $5.5M | 163k | 33.53 |
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| Booking Holdings (BKNG) | 0.4 | $5.2M | +6% | 1.2k | 4210.32 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $4.8M | 7.3k | 653.21 |
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| Atmos Energy Corporation (ATO) | 0.4 | $4.7M | -3% | 26k | 184.72 |
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| First Trust/Four Corners SFRI Fund II (FCT) | 0.4 | $4.7M | 488k | 9.64 |
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| Us Bancorp Com New (USB) | 0.4 | $4.7M | +6% | 90k | 52.01 |
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| ClearBridge Energy MLP Fund (EMO) | 0.3 | $4.1M | +5% | 78k | 52.82 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $4.0M | NEW | 9.2k | 430.34 |
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| SLB Com Stk (SLB) | 0.3 | $3.9M | +8% | 76k | 51.39 |
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| Oneok (OKE) | 0.3 | $3.9M | 43k | 90.39 |
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| Pembina Pipeline Corp (PBA) | 0.3 | $3.9M | 86k | 44.76 |
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| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.3 | $3.6M | +10% | 328k | 11.02 |
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| Starwood Property Trust (STWD) | 0.3 | $3.6M | +6% | 207k | 17.22 |
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| Nuveen Mun Cr Income Com Sh Ben Int (NZF) | 0.3 | $3.5M | +15% | 285k | 12.18 |
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| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 0.3 | $3.4M | -2% | 2.9k | 1155.00 |
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| Uber Technologies (UBER) | 0.3 | $3.4M | +19% | 47k | 71.93 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $2.9M | +13% | 30k | 98.38 |
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| Palo Alto Networks (PANW) | 0.2 | $2.8M | +1342% | 18k | 160.32 |
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| Welltower Inc Com reit (WELL) | 0.2 | $2.8M | 14k | 197.72 |
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| Kayne Anderson MLP Investment (KYN) | 0.2 | $2.8M | +5% | 195k | 14.28 |
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| Xcel Energy (XEL) | 0.2 | $2.7M | 34k | 79.44 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.2 | $2.6M | +5% | 66k | 39.83 |
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| BlackRock Credit All Inc Trust IV (BTZ) | 0.2 | $2.6M | 258k | 10.10 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.6M | 11k | 244.46 |
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| Brookfield Renewable Energy Partnership Unit (BEP) | 0.2 | $2.5M | +31% | 77k | 32.64 |
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| General Mills (GIS) | 0.2 | $2.4M | +39% | 63k | 37.22 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $2.3M | +35% | 23k | 99.27 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $2.2M | 19k | 118.63 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $2.2M | 3.00 | 718140.00 |
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| Millrose Pptys Com Cl A (MRP) | 0.2 | $2.1M | 76k | 28.00 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $2.1M | 7.1k | 294.19 |
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| First Solar (FSLR) | 0.2 | $2.1M | +33% | 10k | 197.26 |
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| Netflix (NFLX) | 0.2 | $2.0M | +56% | 21k | 96.15 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.0M | 12k | 169.66 |
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| Intuit (INTU) | 0.2 | $1.9M | +35% | 4.5k | 432.38 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.9M | 3.2k | 597.66 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.1 | $1.9M | 1.6k | 1191.56 |
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| Copart (CPRT) | 0.1 | $1.7M | +27% | 52k | 33.20 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.6M | 3.8k | 426.40 |
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| Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) | 0.1 | $1.6M | 66k | 24.10 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.6M | 13k | 124.28 |
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| Cigna Corp (CI) | 0.1 | $1.5M | 5.6k | 266.75 |
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| Danaher Corporation (DHR) | 0.1 | $1.4M | 7.3k | 189.60 |
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| Oracle Corporation (ORCL) | 0.1 | $1.3M | 9.0k | 147.12 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.2M | +3% | 17k | 67.53 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $1.2M | 11k | 110.39 |
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| Chevron Corporation (CVX) | 0.1 | $1.2M | 5.6k | 206.90 |
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| CSX Corporation (CSX) | 0.1 | $1.1M | 28k | 41.05 |
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| Consolidated Edison (ED) | 0.1 | $1.1M | 9.8k | 113.19 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.1M | +6% | 10k | 106.50 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $936k | +17% | 8.8k | 106.15 |
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| Eli Lilly & Co. (LLY) | 0.1 | $932k | 1.0k | 920.29 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $927k | 7.5k | 124.31 |
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| Home Depot (HD) | 0.1 | $898k | 2.7k | 328.89 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $874k | 4.5k | 192.90 |
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| Costco Wholesale Corporation (COST) | 0.1 | $783k | 785.00 | 997.28 |
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| Golub Capital BDC (GBDC) | 0.1 | $776k | -3% | 61k | 12.66 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $772k | 1.3k | 604.39 |
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| Cisco Systems (CSCO) | 0.1 | $769k | 9.9k | 77.59 |
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| Steel Dynamics (STLD) | 0.1 | $703k | 3.9k | 180.04 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $694k | 14k | 51.23 |
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| Amgen (AMGN) | 0.1 | $672k | 1.9k | 351.85 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $650k | -3% | 3.1k | 211.15 |
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| Pepsi (PEP) | 0.1 | $648k | 4.2k | 155.29 |
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| Procter & Gamble Company (PG) | 0.0 | $627k | 4.3k | 144.44 |
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| O'reilly Automotive (ORLY) | 0.0 | $615k | 6.7k | 92.31 |
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| Weyerhaeuser Com New (WY) | 0.0 | $595k | 24k | 24.43 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $580k | 6.0k | 97.23 |
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| Meta Platforms Cl A (META) | 0.0 | $545k | -8% | 952.00 | 572.17 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $536k | 2.5k | 213.67 |
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| Automatic Data Processing (ADP) | 0.0 | $533k | 2.6k | 203.18 |
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| Abbvie (ABBV) | 0.0 | $530k | 2.4k | 217.52 |
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| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $515k | 68k | 7.52 |
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| Stryker Corporation (SYK) | 0.0 | $474k | 1.4k | 328.59 |
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| Emerson Electric (EMR) | 0.0 | $467k | 3.6k | 131.02 |
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| Micron Technology (MU) | 0.0 | $458k | 1.4k | 337.84 |
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| McDonald's Corporation (MCD) | 0.0 | $454k | 1.5k | 310.88 |
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| Kkr & Co (KKR) | 0.0 | $452k | 4.9k | 92.50 |
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| Philip Morris International (PM) | 0.0 | $440k | 2.7k | 165.39 |
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| Goldman Sachs (GS) | 0.0 | $437k | 516.00 | 845.99 |
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| Ventas (VTR) | 0.0 | $409k | 5.0k | 81.78 |
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| Ishares Tr Core Msci Pac (IPAC) | 0.0 | $406k | 5.3k | 76.51 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $398k | 21k | 19.30 |
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| Bank of America Corporation (BAC) | 0.0 | $392k | -26% | 8.0k | 48.75 |
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| Altria (MO) | 0.0 | $383k | +3% | 5.8k | 65.99 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $379k | 657.00 | 577.18 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $358k | -2% | 1.8k | 194.14 |
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| Abbott Laboratories (ABT) | 0.0 | $336k | 3.3k | 102.67 |
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| Merck & Co (MRK) | 0.0 | $328k | -2% | 2.7k | 120.29 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $328k | 503.00 | 651.19 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $327k | +4% | 6.2k | 52.56 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $323k | 11k | 30.32 |
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| NetScout Systems (NTCT) | 0.0 | $318k | 10k | 31.79 |
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| Corning Incorporated (GLW) | 0.0 | $318k | 2.3k | 136.00 |
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| Caterpillar (CAT) | 0.0 | $314k | 443.00 | 708.46 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $313k | 1.1k | 287.18 |
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| Eaton Corp SHS (ETN) | 0.0 | $305k | 852.00 | 357.67 |
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| ConocoPhillips (COP) | 0.0 | $303k | 2.3k | 132.00 |
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| Yum! Brands (YUM) | 0.0 | $298k | 1.9k | 155.48 |
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| Qualcomm (QCOM) | 0.0 | $287k | 2.2k | 128.78 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $285k | 3.1k | 90.53 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $283k | 4.1k | 69.75 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $281k | -4% | 3.7k | 76.54 |
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| American Express Company (AXP) | 0.0 | $274k | 907.00 | 302.48 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $261k | NEW | 23k | 11.23 |
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| Marriott Intl Cl A (MAR) | 0.0 | $250k | 765.00 | 327.07 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $244k | NEW | 3.0k | 82.77 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $244k | 3.2k | 76.35 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $244k | -5% | 1.7k | 145.82 |
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| Coca-Cola Company (KO) | 0.0 | $241k | -46% | 3.2k | 76.05 |
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| International Business Machines (IBM) | 0.0 | $240k | 989.00 | 242.39 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $237k | 1.8k | 132.90 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $234k | 4.5k | 52.64 |
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| Wells Fargo & Company (WFC) | 0.0 | $233k | 2.9k | 79.61 |
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| Wec Energy Group (WEC) | 0.0 | $226k | 2.0k | 115.77 |
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| Paychex (PAYX) | 0.0 | $220k | 2.4k | 92.16 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $220k | -9% | 1.9k | 113.11 |
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| Constellation Energy (CEG) | 0.0 | $216k | 772.00 | 279.25 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $213k | 2.4k | 88.42 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $213k | 1.1k | 191.92 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $207k | 3.2k | 64.09 |
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| Honeywell International (HON) | 0.0 | $207k | NEW | 915.00 | 226.03 |
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| AutoZone (AZO) | 0.0 | $203k | 60.00 | 3377.78 |
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Past Filings by Edgemoor Investment Advisors
SEC 13F filings are viewable for Edgemoor Investment Advisors going back to 2010
- Edgemoor Investment Advisors 2026 Q1 filed May 13, 2026
- Edgemoor Investment Advisors 2025 Q4 filed Feb. 10, 2026
- Edgemoor Investment Advisors 2025 Q3 filed Nov. 6, 2025
- Edgemoor Investment Advisors 2025 Q2 filed Aug. 11, 2025
- Edgemoor Investment Advisors 2025 Q1 filed May 5, 2025
- Edgemoor Investment Advisors 2024 Q4 filed Feb. 10, 2025
- Edgemoor Investment Advisors 2024 Q3 filed Nov. 12, 2024
- Edgemoor Investment Advisors 2024 Q2 filed Aug. 7, 2024
- Edgemoor Investment Advisors 2024 Q1 filed May 9, 2024
- Edgemoor Investment Advisors 2023 Q4 filed Feb. 7, 2024
- Edgemoor Investment Advisors 2023 Q3 filed Nov. 9, 2023
- Edgemoor Investment Advisors 2023 Q2 filed Aug. 9, 2023
- Edgemoor Investment Advisors 2023 Q1 filed May 9, 2023
- Edgemoor Investment Advisors 2022 Q4 filed Feb. 7, 2023
- Edgemoor Investment Advisors 2022 Q3 filed Nov. 8, 2022
- Edgemoor Investment Advisors 2022 Q2 filed Aug. 4, 2022