Edgemoor Investment Advisors as of Dec. 31, 2025
Portfolio Holdings for Edgemoor Investment Advisors
Edgemoor Investment Advisors holds 175 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.8 | $101M | 208k | 483.62 | |
| Apple (AAPL) | 7.2 | $93M | 342k | 271.86 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.9 | $76M | 151k | 502.65 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.0 | $65M | 207k | 313.80 | |
| Broadcom (AVGO) | 4.5 | $58M | 166k | 346.10 | |
| United Rentals (URI) | 4.4 | $57M | 70k | 809.32 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.7 | $48M | 153k | 313.00 | |
| Lowe's Companies (LOW) | 3.7 | $48M | 199k | 241.16 | |
| Amazon (AMZN) | 3.2 | $42M | 180k | 230.82 | |
| Applied Materials (AMAT) | 3.0 | $39M | 150k | 256.99 | |
| NVIDIA Corporation (NVDA) | 2.5 | $33M | 175k | 186.50 | |
| Williams-Sonoma (WSM) | 2.4 | $31M | 174k | 178.59 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.9 | $25M | 55k | 453.37 | |
| Blackstone Group Inc Com Cl A (BX) | 1.8 | $24M | 154k | 154.14 | |
| Johnson Ctls Intl SHS (JCI) | 1.7 | $22M | 185k | 119.75 | |
| Visa Com Cl A (V) | 1.7 | $21M | 61k | 350.71 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.6 | $21M | 69k | 303.89 | |
| Lennar Corp Cl A (LEN) | 1.6 | $21M | 202k | 102.80 | |
| Blackrock (BLK) | 1.5 | $20M | 18k | 1070.38 | |
| General Dynamics Corporation (GD) | 1.5 | $19M | 57k | 336.66 | |
| Charles Schwab Corporation (SCHW) | 1.4 | $19M | 186k | 99.91 | |
| Citigroup Com New (C) | 1.3 | $17M | 144k | 116.69 | |
| Novartis Sponsored Adr (NVS) | 1.2 | $15M | 108k | 137.87 | |
| Ishares Tr Ultra Short Dur (ICSH) | 1.1 | $14M | 283k | 50.58 | |
| Ares Capital Corporation (ARCC) | 1.1 | $14M | 705k | 20.23 | |
| American Electric Power Company (AEP) | 1.1 | $14M | 123k | 115.31 | |
| Simon Property (SPG) | 1.0 | $13M | 70k | 185.11 | |
| Deere & Company (DE) | 0.9 | $12M | 26k | 465.58 | |
| Realty Income (O) | 0.9 | $12M | 205k | 56.37 | |
| Shell Spon Ads (SHEL) | 0.9 | $12M | 158k | 73.48 | |
| Entergy Corporation (ETR) | 0.8 | $11M | 118k | 92.43 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $10M | 17k | 579.46 | |
| Enterprise Products Partners (EPD) | 0.7 | $9.5M | 298k | 32.06 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.7 | $9.2M | 161k | 57.24 | |
| Verizon Communications (VZ) | 0.7 | $8.4M | 207k | 40.73 | |
| Nextera Energy (NEE) | 0.6 | $8.3M | 104k | 80.28 | |
| Crown Castle Intl (CCI) | 0.6 | $8.3M | 94k | 88.87 | |
| At&t (T) | 0.6 | $8.1M | 326k | 24.84 | |
| Public Storage (PSA) | 0.6 | $7.4M | 29k | 259.50 | |
| Vertiv Holdings Com Cl A (VRT) | 0.6 | $7.2M | 45k | 162.01 | |
| Clearway Energy Cl A (CWEN.A) | 0.5 | $6.7M | 213k | 31.42 | |
| Pfizer (PFE) | 0.5 | $6.7M | 268k | 24.90 | |
| Southern Company (SO) | 0.5 | $6.6M | 76k | 87.20 | |
| Evergy (EVRG) | 0.5 | $6.6M | 91k | 72.49 | |
| CenterPoint Energy (CNP) | 0.5 | $6.5M | 170k | 38.34 | |
| Booking Holdings (BKNG) | 0.5 | $6.3M | 1.2k | 5355.33 | |
| Digital Realty Trust (DLR) | 0.5 | $6.0M | 39k | 154.71 | |
| Eversource Energy (ES) | 0.4 | $5.1M | 76k | 67.33 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $5.0M | 7.3k | 684.94 | |
| First Trust/Four Corners SFRI Fund II (FCT) | 0.4 | $4.9M | 490k | 10.07 | |
| Us Bancorp Del Com New (USB) | 0.3 | $4.5M | 84k | 53.36 | |
| Kinder Morgan (KMI) | 0.3 | $4.5M | 163k | 27.49 | |
| Atmos Energy Corporation (ATO) | 0.3 | $4.4M | 27k | 167.63 | |
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.3 | $3.7M | 3.0k | 1212.00 | |
| Starwood Property Trust (STWD) | 0.3 | $3.5M | 195k | 18.01 | |
| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.3 | $3.5M | 296k | 11.78 | |
| ClearBridge Energy MLP Fund (EMO) | 0.3 | $3.3M | 74k | 44.65 | |
| Pembina Pipeline Corp (PBA) | 0.3 | $3.3M | 87k | 38.06 | |
| Uber Technologies (UBER) | 0.2 | $3.2M | 39k | 81.71 | |
| Oneok (OKE) | 0.2 | $3.2M | 44k | 73.50 | |
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.2 | $3.1M | 246k | 12.58 | |
| BlackRock Credit All Inc Trust IV (BTZ) | 0.2 | $2.8M | 260k | 10.83 | |
| SLB Com Stk (SLB) | 0.2 | $2.7M | 70k | 38.38 | |
| Welltower Inc Com reit (WELL) | 0.2 | $2.7M | 14k | 185.62 | |
| United Parcel Service CL B (UPS) | 0.2 | $2.6M | 26k | 99.19 | |
| Xcel Energy (XEL) | 0.2 | $2.5M | 34k | 73.86 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.2 | $2.4M | 63k | 38.34 | |
| Millrose Pptys Com Cl A (MRP) | 0.2 | $2.3M | 77k | 29.87 | |
| Kayne Anderson MLP Investment (KYN) | 0.2 | $2.3M | 184k | 12.38 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $2.3M | 7.0k | 322.23 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $2.3M | 3.00 | 754800.00 | |
| Intuit (INTU) | 0.2 | $2.2M | 3.3k | 662.42 | |
| Bank of New York Mellon Corporation (BK) | 0.2 | $2.2M | 19k | 116.09 | |
| Johnson & Johnson (JNJ) | 0.2 | $2.2M | 10k | 206.96 | |
| General Mills (GIS) | 0.2 | $2.1M | 45k | 46.50 | |
| First Solar (FSLR) | 0.2 | $2.0M | 7.8k | 261.23 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.0M | 3.2k | 627.25 | |
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.2 | $2.0M | 1.6k | 1252.00 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.8M | 3.8k | 473.30 | |
| Oracle Corporation (ORCL) | 0.1 | $1.8M | 9.0k | 194.92 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.7M | 17k | 99.88 | |
| Danaher Corporation (DHR) | 0.1 | $1.7M | 7.3k | 228.92 | |
| Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) | 0.1 | $1.7M | 67k | 24.90 | |
| Copart (CPRT) | 0.1 | $1.6M | 41k | 39.15 | |
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.1 | $1.6M | 59k | 26.97 | |
| Cigna Corp (CI) | 0.1 | $1.6M | 5.7k | 275.23 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.6M | 4.5k | 350.02 | |
| Wal-Mart Stores (WMT) | 0.1 | $1.4M | 13k | 111.41 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.4M | 12k | 120.35 | |
| Netflix (NFLX) | 0.1 | $1.3M | 14k | 93.76 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $1.2M | 11k | 110.15 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.1M | 17k | 66.00 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.1M | 1.0k | 1075.29 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.0M | 9.5k | 106.70 | |
| CSX Corporation (CSX) | 0.1 | $1.0M | 28k | 36.25 | |
| Consolidated Edison (ED) | 0.1 | $971k | 9.8k | 99.33 | |
| Home Depot (HD) | 0.1 | $952k | 2.8k | 344.21 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $896k | 7.5k | 120.18 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $885k | 3.3k | 268.30 | |
| Golub Capital BDC (GBDC) | 0.1 | $865k | 64k | 13.57 | |
| Chevron Corporation (CVX) | 0.1 | $850k | 5.6k | 152.41 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $830k | 4.5k | 183.40 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $805k | 7.5k | 107.11 | |
| Cisco Systems (CSCO) | 0.1 | $763k | 9.9k | 77.03 | |
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $702k | 14k | 51.77 | |
| Meta Platforms Cl A (META) | 0.1 | $688k | 1.0k | 660.13 | |
| Costco Wholesale Corporation (COST) | 0.1 | $678k | 785.00 | 863.07 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $677k | 3.2k | 212.07 | |
| Automatic Data Processing (ADP) | 0.1 | $675k | 2.6k | 257.23 | |
| Steel Dynamics (STLD) | 0.1 | $662k | 3.9k | 169.49 | |
| Amgen (AMGN) | 0.0 | $626k | 1.9k | 327.31 | |
| Kkr & Co (KKR) | 0.0 | $623k | 4.9k | 127.48 | |
| Procter & Gamble Company (PG) | 0.0 | $622k | 4.3k | 143.31 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $618k | 1.3k | 483.67 | |
| O'reilly Automotive (ORLY) | 0.0 | $608k | 6.7k | 91.21 | |
| Bank of America Corporation (BAC) | 0.0 | $601k | 11k | 55.00 | |
| Pepsi (PEP) | 0.0 | $599k | 4.2k | 143.52 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $577k | 24k | 23.69 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $574k | 6.0k | 96.27 | |
| Abbvie (ABBV) | 0.0 | $556k | 2.4k | 228.54 | |
| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $536k | 68k | 7.83 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $527k | 2.5k | 210.34 | |
| Stryker Corporation (SYK) | 0.0 | $507k | 1.4k | 351.47 | |
| Emerson Electric (EMR) | 0.0 | $473k | 3.6k | 132.72 | |
| Goldman Sachs (GS) | 0.0 | $454k | 516.00 | 879.00 | |
| McDonald's Corporation (MCD) | 0.0 | $447k | 1.5k | 305.67 | |
| Philip Morris International (PM) | 0.0 | $427k | 2.7k | 160.44 | |
| Coca-Cola Company (KO) | 0.0 | $415k | 5.9k | 69.91 | |
| Abbott Laboratories (ABT) | 0.0 | $410k | 3.3k | 125.29 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $404k | 657.00 | 614.31 | |
| Ventas (VTR) | 0.0 | $393k | 5.1k | 77.38 | |
| Ishares Tr Core Msci Pac (IPAC) | 0.0 | $389k | 5.3k | 73.21 | |
| Micron Technology (MU) | 0.0 | $387k | 1.4k | 285.41 | |
| Qualcomm (QCOM) | 0.0 | $381k | 2.2k | 171.05 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $343k | 503.00 | 682.57 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $340k | 21k | 16.49 | |
| American Express Company (AXP) | 0.0 | $336k | 907.00 | 369.95 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $328k | 1.9k | 173.49 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $328k | 11k | 30.96 | |
| Altria (MO) | 0.0 | $324k | 5.6k | 57.66 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $316k | 1.1k | 290.22 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $314k | 5.9k | 52.88 | |
| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $309k | 3.8k | 80.22 | |
| Merck & Co (MRK) | 0.0 | $293k | 2.8k | 105.26 | |
| International Business Machines (IBM) | 0.0 | $293k | 989.00 | 296.21 | |
| Yum! Brands (YUM) | 0.0 | $290k | 1.9k | 151.28 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $282k | 3.1k | 89.46 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $273k | 4.1k | 67.22 | |
| Wells Fargo & Company (WFC) | 0.0 | $272k | 2.9k | 93.20 | |
| Paychex (PAYX) | 0.0 | $272k | 2.4k | 112.22 | |
| Eaton Corp SHS (ETN) | 0.0 | $271k | 852.00 | 318.51 | |
| NetScout Systems (NTCT) | 0.0 | $271k | 10k | 27.06 | |
| Constellation Energy (CEG) | 0.0 | $269k | 760.00 | 353.27 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $265k | 2.2k | 123.26 | |
| Servicenow (NOW) | 0.0 | $263k | 1.7k | 153.25 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $256k | 1.8k | 143.97 | |
| Caterpillar (CAT) | 0.0 | $254k | 443.00 | 572.87 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $250k | 1.8k | 141.12 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $248k | 1.6k | 154.80 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $241k | 2.4k | 99.78 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $240k | 3.2k | 74.94 | |
| Marriott Intl Cl A (MAR) | 0.0 | $237k | 765.00 | 310.24 | |
| Palo Alto Networks (PANW) | 0.0 | $227k | 1.2k | 184.20 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $220k | 1.2k | 177.75 | |
| ConocoPhillips (COP) | 0.0 | $217k | 2.3k | 93.61 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $216k | 460.00 | 468.76 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $213k | 1.7k | 129.16 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $212k | 1.1k | 191.56 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $209k | 4.5k | 47.02 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $207k | 1.5k | 136.94 | |
| Wec Energy Group (WEC) | 0.0 | $206k | 2.0k | 105.46 | |
| Markel Corporation (MKL) | 0.0 | $204k | 95.00 | 2149.65 | |
| AutoZone (AZO) | 0.0 | $204k | 60.00 | 3391.50 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $202k | 3.2k | 62.48 | |
| Corning Incorporated (GLW) | 0.0 | $202k | 2.3k | 87.59 |
