Edgemoor Investment Advisors, Inc.
Q2 2026 13F filing
Updated 34 days ago188 disclosed positions worth $1.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AMAT APPLIED MATLS INC | $106.1M | 146.7K | 7.24% | Trimmed(-1.9%) |
| 2 | A AAPL APPLE INC | $98.7M | 341.2K | 6.74% | Trimmed(-0.0%) |
| 3 | U URI UNITED RENTALS INC | $78.7M | 69.4K | 5.37% | Trimmed(-1.0%) |
| 4 | M MSFT MICROSOFT CORP | $78.2M | 209.7K | 5.34% | Added(+0.3%) |
| 5 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $75.2M | 150.3K | 5.13% | Trimmed(-0.5%) |
| 6 | G GOOGN ALPHABET INC | $71.4M | 202.0K | 4.87% | Trimmed(-1.1%) |
| 7 | A AVGO BROADCOM INC | $62.7M | 166.1K | 4.28% | Trimmed(-0.1%) |
| 8 | G GOOGN ALPHABET INC | $55.3M | 154.8K | 3.77% | Added(+0.3%) |
| 9 | L LOW LOWES COS INC | $43.9M | 198.9K | 2.99% | Added(+0.1%) |
| 10 | A AMZN AMAZON COM INC | $43.2M | 181.5K | 2.95% | Trimmed(-0.6%) |
| 11 | W WSM WILLIAMS SONOMA INC | $39.8M | 170.6K | 2.71% | Trimmed(-0.7%) |
| 12 | N NVDA NVIDIA CORPORATION | $35.8M | 178.8K | 2.44% | Added(+1.8%) |
| 13 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $33.2M | 69.5K | 2.26% | Trimmed(-0.5%) |
| 14 | V VRTX VERTEX PHARMACEUTICALS INC | $27.3M | 55.0K | 1.86% | Trimmed(-0.7%) |
| 15 | J JCI JOHNSON CONTROLS INTERNATION | $26.9M | 183.8K | 1.83% | Trimmed(-0.4%) |
| 16 | V V VISA INC | $21.2M | 61.8K | 1.45% | Added(+0.2%) |
| 17 | C C-PR CITIGROUP INC | $20.7M | 147.8K | 1.41% | Added(+0.7%) |
| 18 | G GD GENERAL DYNAMICS CORP | $20.4M | 57.7K | 1.39% | Trimmed(-0.3%) |
| 19 | B BX BLACKSTONE INC | $18.7M | 159.3K | 1.28% | Added(+1.7%) |
| 20 | B BSTZ BLACKROCK INC | $17.9M | 18.6K | 1.22% | Added(+0.5%) |
| 21 | S SCHW-PJ SCHWAB CHARLES CORP | $17.9M | 193.8K | 1.22% | Added(+2.3%) |
| 22 | L LEN-B LENNAR CORP | $17.9M | 197.6K | 1.22% | Trimmed(-2.5%) |
| 23 | A AEP AMERICAN ELEC PWR CO INC | $16.9M | 123.3K | 1.15% | Trimmed(0.0%) |
| 24 | D DE DEERE & CO | $16.8M | 26.4K | 1.14% | Added(+0.1%) |
| 25 | S SPG-PJ SIMON PPTY GROUP INC NEW | $15.5M | 69.1K | 1.05% | Trimmed(-0.7%) |
| 26 | V VRT VERTIV HOLDINGS CO | $15.4M | 46.0K | 1.05% | Trimmed(-0.3%) |
| 27 | E ETHA ISHARES TR | $14.4M | 284.8K | 0.98% | Added(+1.8%) |
| 28 | E ETR ENTERGY CORP NEW | $13.5M | 117.3K | 0.92% | Trimmed(-1.0%) |
| 29 | O O REALTY INCOME CORP | $13.4M | 216.0K | 0.91% | Added(+2.3%) |
| 30 | A ARCC ARES CAPITAL CORP | $13.3M | 720.3K | 0.91% | Added(+0.6%) |
| 31 | L LLY ELI LILLY & CO | $13.2M | 11.0K | 0.90% | Added(+989.0%) |
| 32 | R RYDAF SHELL PLC | $12.4M | 159.3K | 0.84% | Added(+1.7%) |
| 33 | E EPDU ENTERPRISE PRODS PARTNERS L | $10.6M | 288.7K | 0.72% | Trimmed(-2.0%) |
| 34 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $10M | 177.5K | 0.68% | Added(+3.8%) |
| 35 | V VZ VERIZON COMMUNICATIONS INC | $9.3M | 219.6K | 0.63% | Trimmed(-0.1%) |
| 36 | P PSA-PS PUBLIC STORAGE | $9.2M | 29.0K | 0.63% | Added(+0.1%) |
| 37 | T TMO THERMO FISHER SCIENTIFIC INC | $8.9M | 17.7K | 0.61% | Trimmed(-2.2%) |
| 38 | N NEE-PS NEXTERA ENERGY INC | $8.8M | 100.4K | 0.60% | Trimmed(-1.9%) |
| 39 | N NVSEF NOVARTIS AG | $8.3M | 52.8K | 0.56% | Trimmed(-51.4%) |
| 40 | E EVRG EVERGY INC | $8.2M | 94.7K | 0.56% | Added(+0.8%) |
| 41 | C CNP CENTERPOINT ENERGY INC | $7.4M | 167.3K | 0.50% | Trimmed(-0.5%) |
| 42 | C CWEN CLEARWAY ENERGY INC | $7.2M | 212.0K | 0.49% | — |
| 43 | S SOMN SOUTHERN CO | $7.2M | 75.2K | 0.49% | Trimmed(-0.9%) |
| 44 | C CCI CROWN CASTLE INC | $7.2M | 94.7K | 0.49% | Trimmed(-1.2%) |
| 45 | P PFE PFIZER INC | $7M | 292.3K | 0.48% | Added(+3.3%) |
| 46 | D DLR-PJ DIGITAL RLTY TR INC | $7M | 38.8K | 0.47% | Trimmed(-0.3%) |
| 47 | A APP AT&T INC | $6.8M | 328.3K | 0.46% | Added(+1.2%) |
| 48 | P PANW PALO ALTO NETWORKS INC | $6.5M | 19.0K | 0.44% | Added(+7.0%) |
| 49 | E ES EVERSOURCE ENERGY | $6.2M | 86.2K | 0.43% | Added(+4.5%) |
| 50 | U USB-PS US BANCORP | $5.9M | 98.2K | 0.40% | Added(+9.3%) |