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Edgemoor Investment Advisors, Inc.

Q3 2026 13F filing

Updated 2 days ago

245 disclosed positions worth $1.4B

Portfolio value
$1.4B
Total holdings
245
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-11-03

Full holdings

Every line item disclosed in Q3 2026

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
5.URI

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
10.NVDA

NVIDIA CORPORATION

Value
$40.8M
Shares
178.7K
% Port
2.86%
W
11.WSM

WILLIAMS SONOMA INC

Value
$37.7M
Shares
165.3K
% Port
2.64%
L
12.LOW

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
14.VRTX

VERTEX PHARMACEUTICALS INC

Value
$28.7M
Shares
54.8K
% Port
2.01%
J
15.JCI

JOHNSON CONTROLS INTERNATION

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

VISA INC

Value
$22.1M
Shares
61.5K
% Port
1.55%
B
17.BSTZ

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
19.C-PR

CITIGROUP INC

Value
$19.1M
Shares
147.7K
% Port
1.34%
G
20.GD

GENERAL DYNAMICS CORP

Value
$19.1M
Shares
57.4K
% Port
1.33%
D
21.DE

DEERE & CO

Value
$17.7M
Shares
26.4K
% Port
1.24%
B
22.BX

BLACKSTONE INC

Value
$17.3M
Shares
154.4K
% Port
1.21%
L

LENNAR CORP

Value
$15.7M
Shares
192.4K
% Port
1.10%
E
24.ETHA

ISHARES TR

Value
$15.5M
Shares
307.0K
% Port
1.08%
R

SHELL PLC

Value
$15M
Shares
158.1K
% Port
1.05%
A
26.AEP

AMERICAN ELEC PWR CO INC

Value
$14.4M
Shares
121.5K
% Port
1.01%
L
27.LLY

ELI LILLY & CO

Value
$14M
Shares
12.1K
% Port
0.98%
S

SIMON PPTY GROUP INC NEW

Value
$13.9M
Shares
69.1K
% Port
0.97%
A
29.ARCC

ARES CAPITAL CORP

Value
$13.8M
Shares
722.0K
% Port
0.97%
O
30.O

REALTY INCOME CORP

Value
$12M
Shares
221.6K
% Port
0.84%
T
31.TMO

THERMO FISHER SCIENTIFIC INC

Value
$11.9M
Shares
17.6K
% Port
0.83%
E
32.ETR

ENTERGY CORP NEW

Value
$11.3M
Shares
113.8K
% Port
0.79%
V
33.VRT

VERTIV HOLDINGS CO

Value
$11M
Shares
45.6K
% Port
0.77%
J

J P MORGAN EXCHANGE TRADED F

Value
$10.5M
Shares
186.2K
% Port
0.73%
V
35.VZ

VERIZON COMMUNICATIONS INC

Value
$10.1M
Shares
220.8K
% Port
0.71%
E
36.EPDU

ENTERPRISE PRODS PARTNERS L

Value
$10M
Shares
281.8K
% Port
0.70%
P
37.PFE

PFIZER INC

Value
$8.6M
Shares
302.3K
% Port
0.60%
P

PUBLIC STORAGE

Value
$8.2M
Shares
28.8K
% Port
0.57%
A
39.APP

AT&T INC

Value
$8.1M
Shares
330.9K
% Port
0.57%
P
40.PANW

PALO ALTO NETWORKS INC

Value
$7.5M
Shares
18.9K
% Port
0.53%
N

NOVARTIS AG

Value
$7.5M
Shares
52.6K
% Port
0.53%
N

NEXTERA ENERGY INC

Value
$7.5M
Shares
98.5K
% Port
0.52%
E
43.EVRG

EVERGY INC

Value
$7.3M
Shares
93.5K
% Port
0.51%
D

DIGITAL RLTY TR INC

Value
$6.7M
Shares
38.2K
% Port
0.47%
C
45.CWEN

CLEARWAY ENERGY INC

Value
$6.3M
Shares
215.3K
% Port
0.44%
C
46.CCI

CROWN CASTLE INC

Value
$6.1M
Shares
91.7K
% Port
0.43%
S
47.SOMN

SOUTHERN CO

Value
$6.1M
Shares
73.5K
% Port
0.43%
C
48.CNP

CENTERPOINT ENERGY INC

Value
$6M
Shares
163.1K
% Port
0.42%
U

US BANCORP

Value
$5.8M
Shares
100.7K
% Port
0.41%
E
50.ES

EVERSOURCE ENERGY

Value
$5.6M
Shares
87.9K
% Port
0.40%