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Edgemoor Investment Advisors, Inc.

Updated 2 days ago

Managed by Edgemoor Investment Advisors, Inc. • Latest filing Q3 2026

Portfolio value
$1.4B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$1.3B
Q4 2025$1.3B
Q1 2026$1.3B
Q2 2026$1.5B
Q3 2026$1.4B

Top holdings

245 positions as of Q3 2026

View filing
A

APPLE INC

Value
$112M
Shares
336.3K
% Port
7.84%
M

MICROSOFT CORP

Value
$106M
Shares
206.7K
% Port
7.42%
A

APPLIED MATLS INC

Value
$73.8M
Shares
144.4K
% Port
5.17%
B

BERKSHIRE HATHAWAY INC DEL

Value
$73.6M
Shares
147.9K
% Port
5.16%
U

UNITED RENTALS INC

Value
$67.6M
Shares
67.5K
% Port
4.73%
G

ALPHABET INC

Value
$67.2M
Shares
197.1K
% Port
4.70%
A

BROADCOM INC

Value
$57.6M
Shares
164.1K
% Port
4.04%
G

ALPHABET INC

Value
$52M
Shares
151.2K
% Port
3.64%
A

AMAZON COM INC

Value
$45M
Shares
180.5K
% Port
3.15%
N

NVIDIA CORPORATION

Value
$40.8M
Shares
178.7K
% Port
2.86%
W

WILLIAMS SONOMA INC

Value
$37.7M
Shares
165.3K
% Port
2.64%
L

LOWES COS INC

Value
$36.1M
Shares
196.0K
% Port
2.53%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$31.7M
Shares
69.4K
% Port
2.22%
V

VERTEX PHARMACEUTICALS INC

Value
$28.7M
Shares
54.8K
% Port
2.01%
J

JOHNSON CONTROLS INTERNATION

Value
$27.1M
Shares
182.2K
% Port
1.90%
V

VISA INC

Value
$22.1M
Shares
61.5K
% Port
1.55%
B

BLACKROCK INC

Value
$19.6M
Shares
18.6K
% Port
1.38%
S

CHARLES SCHWAB CORP (THE)

Value
$19.2M
Shares
196.3K
% Port
1.34%
C

CITIGROUP INC

Value
$19.1M
Shares
147.7K
% Port
1.34%
G

GENERAL DYNAMICS CORP

Value
$19.1M
Shares
57.4K
% Port
1.33%

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