Edgemoor Investment Advisors, Inc.
13F Reported Value
ⓘ$1.3B
Holdings
170
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Edgemoor Investment Advisors, Inc. disclosed 170 positions worth $1.3B in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 6.8% of the equity portfolio, followed by $MSFT and $BRK.B. During the quarter the fund opened 4 new positions and exited 6 — including a new stake in $GLD and a full exit from $ADBE. The portfolio is most concentrated in Technology (36.3% of disclosed assets). All figures are sourced directly from Edgemoor Investment Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1313792.
AI Fund Analysis
Diversifying
$AAPL
$MSFT
$BRK-A
$GOOG
$AVGO
$NVDA
$TSM
$O
$PSASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$86.6M341,350 sh - 83.7#15
Quality
$77.4M209,133 sh - 64.5#634
Quality
$72.4M151,123 sh - 80.2
Quality
$58.6M204,298 sh - 86.4
Quality
$51.5M166,276 sh - 74.8
Quality
$51.1M149,533 sh - 70.7
Quality
$51.1M70,115 sh - 63.5
Quality
$47.0M198,790 sh - 80.2
Quality
$44.4M154,362 sh - 74.6
Quality
$38.0M182,558 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $86.6M | 341,350 |
| MICROSOFT CORP$MSFT | 83.7#15 | $77.4M | 209,133 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $72.4M | 151,123 |
 Alphabet Inc.$GOOGL | 80.2 | $58.6M | 204,298 |
| Broadcom Inc.$AVGO | 86.4 | $51.5M | 166,276 |
 APPLIED MATERIALS INC /DE$AMAT | 74.8 | $51.1M | 149,533 |
 UNITED RENTALS, INC.$URI | 70.7 | $51.1M | 70,115 |
 LOWES COMPANIES INC$LOW | 63.5 | $47.0M | 198,790 |
| Alphabet Inc.$GOOG | 80.2 | $44.4M | 154,362 |
 AMAZON COM INC$AMZN | 74.6 | $38.0M | 182,558 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Edgemoor Investment Advisors, Inc.'s 170 positions.
Showing top 10 of 170 holdings.
Sector Allocation
Technology
$461.4M
Financials
$183.7M
Industrials
$134.3M
Consumer Discretionary
$128.3M
Utilities
$84.8M
Other
$82.5M
Real Estate
$59.7M
Healthcare
$56.6M
Full Holdings — Edgemoor Investment Advisors, Inc. (Q1 2026)
All 170 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $86.6M | 6.8% | -0% | 76.1 |
| 2 | $MSFT | MICROSOFT CORP | $77.4M | 6.1% | +1% | 83.7 |
| 3 | $BRK.B | BERKSHIRE HATHAWAY INC | $72.4M | 5.7% | +0% | 64.5 |
| 4 | $GOOGL | Alphabet Inc. | $58.6M | 4.6% | -1% | 80.2 |
| 5 | $AVGO | Broadcom Inc. | $51.5M | 4.0% | +0% | 86.4 |
| 6 | $AMAT | APPLIED MATERIALS INC /DE | $51.1M | 4.0% | -0% | 74.8 |
| 7 | $URI | UNITED RENTALS, INC. | $51.1M | 4.0% | +0% | 70.7 |
| 8 | $LOW | LOWES COMPANIES INC | $47.0M | 3.7% | +0% | 63.5 |
| 9 | $GOOG | Alphabet Inc. | $44.4M | 3.5% | +1% | 80.2 |
| 10 | $AMZN | AMAZON COM INC | $38.0M | 3.0% | +1% | 74.6 |
| 11 |  $WSM | WILLIAMS SONOMA INC | $31.3M | 2.5% | -1% | 65 |
| 12 | $NVDA | NVIDIA CORP | $30.6M | 2.4% | +1% | 90.2 |
| 13 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $24.7M | 1.9% | +1% | 76.6 |
| 14 |  $JCI | Johnson Controls International plc | $24.2M | 1.9% | -0% | — |
| 15 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $23.6M | 1.9% | +2% | — |
| 16 |  $GD | GENERAL DYNAMICS CORP | $19.9M | 1.6% | +2% | 73 |
| 17 |  $V | VISA INC. | $18.6M | 1.5% | +1% | 83.5 |
| 18 |  $BX | Blackstone Inc. | $18.0M | 1.4% | +2% | 68 |
| 19 |  $BLK | BlackRock, Inc. | $17.8M | 1.4% | +1% | 70.3 |
| 20 |  $SCHW | SCHWAB CHARLES CORP | $17.8M | 1.4% | +2% | 77.2 |
| 21 |  $LEN | LENNAR CORP /NEW/ | $17.6M | 1.4% | +1% | 49.2 |
| 22 |  $C | CITIGROUP INC | $16.6M | 1.3% | +2% | 54.8 |
| 23 |  $NVS | NOVARTIS AG | $16.6M | 1.3% | +0% | — |
| 24 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $16.2M | 1.3% | +1% | 75.4 |
| 25 |  $DE | DEERE & CO | $14.9M | 1.2% | +2% | 57.4 |
| 26 |  $SHEL | Shell plc | $14.6M | 1.1% | -1% | — |
| 27 | — | ISHARES TR | $14.2M | 1.1% | -1% | — |
| 28 |  $ETR | ENTERGY CORP /DE/ | $13.3M | 1.1% | +0% | 65.1 |
| 29 |  $SPG | SIMON PROPERTY GROUP INC. | $13.0M | 1.0% | +0% | 76.9 |
| 30 | $O | REALTY INCOME CORP | $12.9M | 1.0% | +3% | 74.6 |
| 31 |  $ARCC | ARES CAPITAL CORP | $12.9M | 1.0% | +2% | — |
| 32 |  $VRT | Vertiv Holdings Co | $11.6M | 0.9% | +3% | 82.7 |
| 33 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $11.1M | 0.9% | -1% | 66.4 |
| 34 |  $VZ | VERIZON COMMUNICATIONS INC | $11.0M | 0.9% | +6% | 71.6 |
| 35 | — | J P MORGAN EXCHANGE TRADED F | $9.7M | 0.8% | +6% | — |
| 36 |  $NEE | NEXTERA ENERGY INC | $9.5M | 0.8% | -1% | 71.7 |
| 37 |  $T | AT&T INC. | $9.4M | 0.7% | -0% | 71.9 |
| 38 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $8.9M | 0.7% | +5% | 63.7 |
| 39 |  $CWEN | Clearway Energy, Inc. | $8.4M | 0.7% | +1% | 64.2 |
| 40 |  $PFE | PFIZER INC | $7.9M | 0.6% | +6% | 69 |
| 41 | $PSA | Public Storage | $7.8M | 0.6% | +1% | 73.9 |
| 42 |  $CCI | CROWN CASTLE INC. | $7.8M | 0.6% | +2% | 52.9 |
| 43 |  $EVRG | Evergy, Inc. | $7.7M | 0.6% | +4% | 56.2 |
| 44 |  $SO | SOUTHERN CO | $7.3M | 0.6% | -0% | 65.1 |
| 45 |  $CNP | CENTERPOINT ENERGY INC | $7.3M | 0.6% | -1% | 55.9 |
| 46 |  $DLR | DIGITAL REALTY TRUST, INC. | $7.0M | 0.6% | -0% | 70.2 |
| 47 |  $ES | EVERSOURCE ENERGY | $5.7M | 0.5% | +9% | 67 |
| 48 |  $KMI | KINDER MORGAN, INC. | $5.5M | 0.4% | -0% | 74.6 |
| 49 |  $BKNG | Booking Holdings Inc. | $5.2M | 0.4% | +6% | 55.3 |
| 50 | — | ISHARES TR | $4.8M | 0.4% | +0% | — |
| 51 |  $ATO | ATMOS ENERGY CORP | $4.7M | 0.4% | -3% | 72 |
| 52 |  $FCT | FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | $4.7M | 0.4% | -0% | — |
| 53 |  $USB | US BANCORP DE | $4.7M | 0.4% | +7% | 71.4 |
| 54 |  $EMO | ClearBridge Energy Midstream Opportunity Fund Inc. | $4.1M | 0.3% | +5% | — |
| 55 |  $GLD | SPDR GOLD TRUST | $4.0M | 0.3% | NEW | — |
| 56 |  $SLB | SLB LIMITED/NV | $3.9M | 0.3% | +9% | 63.2 |
| 57 |  $OKE | ONEOK INC /NEW/ | $3.9M | 0.3% | -1% | 72 |
| 58 |  $PBA | PEMBINA PIPELINE CORP | $3.9M | 0.3% | -0% | — |
| 59 | — | BLACKROCK FLOATING RATE INCO | $3.6M | 0.3% | +11% | — |
| 60 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $3.6M | 0.3% | +6% | 54.6 |
| 61 |  $NZF | Nuveen Municipal Credit Income Fund | $3.5M | 0.3% | +16% | — |
| 62 |  $WFC | WELLS FARGO & COMPANY/MN | $3.4M | 0.3% | -3% | — |
| 63 |  $UBER | Uber Technologies, Inc | $3.4M | 0.3% | +20% | 79.3 |
| 64 |  $UPS | UNITED PARCEL SERVICE INC | $2.9M | 0.2% | +13% | 58.2 |
| 65 |  $PANW | Palo Alto Networks Inc | $2.8M | 0.2% | +1343% | 66.5 |
| 66 |  $WELL | WELLTOWER INC. | $2.8M | 0.2% | -0% | 75.7 |
| 67 |  $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $2.8M | 0.2% | +6% | — |
| 68 |  $XEL | XCEL ENERGY INC | $2.7M | 0.2% | -0% | — |
| 69 |  $BEPC | Brookfield Renewable Corp | $2.6M | 0.2% | +6% | — |
| 70 |  $BTZ | BLACKROCK CREDIT ALLOCATION INCOME TRUST | $2.6M | 0.2% | -1% | — |
| 71 |  $JNJ | JOHNSON & JOHNSON | $2.6M | 0.2% | +2% | 72.8 |
| 72 | $BEPC | Brookfield Renewable Corp | $2.5M | 0.2% | +31% | — |
| 73 |  $GIS | GENERAL MILLS INC | $2.4M | 0.2% | +40% | 64.1 |
| 74 | — | ISHARES TR | $2.3M | 0.2% | +35% | — |
| 75 |  $__PARK_1390777 | Bank of New York Mellon Corp | $2.2M | 0.2% | -1% | 36.7 |
| 76 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 0.2% | +0% | 64.5 |
| 77 |  $MRP | Millrose Properties, Inc. | $2.1M | 0.2% | -1% | 77.2 |
| 78 |  $JPM | JPMORGAN CHASE & CO | $2.1M | 0.2% | +1% | 35.6 |
| 79 |  $FSLR | FIRST SOLAR, INC. | $2.1M | 0.2% | +33% | 73.8 |
| 80 |  $NFLX | NETFLIX INC | $2.0M | 0.2% | +56% | 86.7 |
| 81 |  $XOM | EXXON MOBIL CORP | $2.0M | 0.1% | -0% | 61.8 |
| 82 |  $INTU | INTUIT INC. | $1.9M | 0.1% | +35% | 82 |
| 83 | — | VANGUARD INDEX FDS | $1.9M | 0.1% | -0% | — |
| 84 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.9M | 0.1% | -1% | 68.4 |
| 85 |  $CPRT | COPART INC | $1.7M | 0.1% | +27% | 74.9 |
| 86 | — | ISHARES TR | $1.6M | 0.1% | +0% | — |
| 87 |  $RLJ | RLJ Lodging Trust | $1.6M | 0.1% | -0% | 45.7 |
| 88 |  $WMT | Walmart Inc. | $1.6M | 0.1% | +0% | 63.2 |
| 89 |  $CI | Cigna Group | $1.5M | 0.1% | -1% | 66.8 |
| 90 |  $DHR | DANAHER CORP /DE/ | $1.4M | 0.1% | +0% | 63.9 |
| 91 |  $ORCL | ORACLE CORP | $1.3M | 0.1% | +0% | 67.2 |
| 92 | — | ISHARES TR | $1.2M | 0.1% | +4% | — |
| 93 | — | ISHARES TR | $1.2M | 0.1% | -2% | — |
| 94 |  $CVX | CHEVRON CORP | $1.2M | 0.1% | +0% | 54.7 |
| 95 |  $CSX | CSX CORP | $1.1M | 0.1% | +0% | 66.4 |
| 96 |  $ED | CONSOLIDATED EDISON INC | $1.1M | 0.1% | +0% | 71.6 |
| 97 | — | ISHARES TR | $1.1M | 0.1% | +7% | — |
| 98 | — | ISHARES TR | $935,500 | 0.1% | +17% | — |
| 99 |  $LLY | ELI LILLY & Co | $932,256 | 0.1% | +0% | 89.3 |
| 100 | — | ISHARES TR | $926,607 | 0.1% | +0% | — |
| 101 |  $HD | HOME DEPOT, INC. | $898,199 | 0.1% | -1% | 69.2 |
| 102 |  $RTX | RTX Corp | $873,451 | 0.1% | +0% | 70 |
| 103 |  $COST | COSTCO WHOLESALE CORP /NEW | $782,862 | 0.1% | +0% | 67 |
| 104 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $776,172 | 0.1% | -4% | — |
| 105 |  $LMT | LOCKHEED MARTIN CORP | $772,410 | 0.1% | +0% | 65 |
| 106 |  $CSCO | CISCO SYSTEMS, INC. | $768,994 | 0.1% | +0% | 72.3 |
| 107 |  $STLD | STEEL DYNAMICS INC | $702,893 | 0.1% | +0% | 56 |
| 108 | — | ISHARES TR | $694,423 | 0.1% | +0% | — |
| 109 |  $AMGN | AMGEN INC | $672,034 | 0.1% | -0% | 79.5 |
| 110 | — | ISHARES TR | $650,131 | 0.1% | -4% | — |
| 111 |  $PEP | PEPSICO INC | $648,025 | 0.1% | +0% | 62.7 |
| 112 |  $PG | PROCTER & GAMBLE Co | $626,581 | 0.1% | +0% | 72.9 |
| 113 |  $ORLY | O REILLY AUTOMOTIVE INC | $614,785 | 0.1% | +0% | 72.7 |
| 114 |  $WY | WEYERHAEUSER CO | $595,286 | 0.1% | +0% | 52.9 |
| 115 | — | ISHARES TR | $579,491 | 0.1% | +0% | — |
| 116 |  $META | Meta Platforms, Inc. | $544,707 | 0.0% | -9% | 80.9 |
| 117 | — | ISHARES TR | $535,457 | 0.0% | +0% | — |
| 118 |  $ADP | AUTOMATIC DATA PROCESSING INC | $532,738 | 0.0% | +0% | 77.9 |
| 119 |  $ABBV | AbbVie Inc. | $529,659 | 0.0% | +0% | 59.3 |
| 120 |  $JFR | NUVEEN FLOATING RATE INCOME FUND | $514,528 | 0.0% | +0% | — |
| 121 |  $SYK | STRYKER CORP | $473,827 | 0.0% | +0% | 69.8 |
| 122 |  $EMR | EMERSON ELECTRIC CO | $467,348 | 0.0% | +0% | 65.9 |
| 123 |  $MU | MICRON TECHNOLOGY INC | $458,111 | 0.0% | +0% | 88.4 |
| 124 |  $MCD | MCDONALDS CORP | $454,191 | 0.0% | +0% | 73.9 |
| 125 |  $KKR | KKR & Co. Inc. | $451,955 | 0.0% | +0% | 49.8 |
| 126 |  $PM | Philip Morris International Inc. | $440,092 | 0.0% | +0% | 80.5 |
| 127 |  $GS | GOLDMAN SACHS GROUP INC | $436,532 | 0.0% | +0% | — |
| 128 |  $VTR | Ventas, Inc. | $408,491 | 0.0% | -2% | 70.3 |
| 129 | — | ISHARES TR | $406,268 | 0.0% | +0% | — |
| 130 |  $ET | Energy Transfer LP | $397,966 | 0.0% | +0% | 64.5 |
| 131 | $BAC | BANK OF AMERICA CORP /DE/ | $391,528 | 0.0% | -27% | 68.4 |
| 132 |  $MO | ALTRIA GROUP, INC. | $383,336 | 0.0% | +3% | 72.1 |
| 133 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $379,207 | 0.0% | +0% | — |
| 134 |  $TXN | TEXAS INSTRUMENTS INC | $357,800 | 0.0% | -3% | 70.4 |
| 135 |  $ABT | ABBOTT LABORATORIES | $335,637 | 0.0% | +0% | 67 |
| 136 |  $MRK | Merck & Co., Inc. | $328,031 | 0.0% | -2% | 70.9 |
| 137 |  $SPY | SPDR S&P 500 ETF TRUST | $327,551 | 0.0% | +0% | — |
| 138 | — | ISHARES TR | $327,081 | 0.0% | +5% | — |
| 139 | — | ISHARES TR | $323,302 | 0.0% | +1% | — |
| 140 |  $NTCT | NETSCOUT SYSTEMS INC | $318,250 | 0.0% | +0% | 62.7 |
| 141 |  $GLW | CORNING INC /NY | $318,107 | 0.0% | +2% | 72.7 |
| 142 |  $CAT | CATERPILLAR INC | $313,848 | 0.0% | +0% | 67.8 |
| 143 | — | VANGUARD INDEX FDS | $313,026 | 0.0% | +0% | — |
| 144 |  $ETN | Eaton Corp plc | $304,735 | 0.0% | +0% | — |
| 145 |  $COP | CONOCOPHILLIPS | $303,204 | 0.0% | -1% | 74.8 |
| 146 |  $YUM | YUM BRANDS INC | $297,744 | 0.0% | +0% | 71.7 |
| 147 |  $QCOM | QUALCOMM INC/DE | $287,179 | 0.0% | +0% | 81.9 |
| 148 | — | ISHARES TR | $285,079 | 0.0% | +0% | — |
| 149 | — | ISHARES INC | $282,767 | 0.0% | +0% | — |
| 150 | — | SPDR SERIES TRUST | $281,208 | 0.0% | -4% | — |
| 151 |  $AXP | AMERICAN EXPRESS CO | $274,349 | 0.0% | +0% | 73.2 |
| 152 | — | NUVEEN AMT FREE QLTY MUN INC | $260,727 | 0.0% | NEW | — |
| 153 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $250,209 | 0.0% | +0% | 65.9 |
| 154 | — | VANGUARD SCOTTSDALE FDS | $244,340 | 0.0% | NEW | — |
| 155 | — | ISHARES TR | $244,320 | 0.0% | +0% | — |
| 156 | — | ISHARES TR | $243,514 | 0.0% | -6% | — |
| 157 |  $KO | COCA COLA CO | $241,307 | 0.0% | -47% | 74 |
| 158 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $239,724 | 0.0% | +0% | 66.7 |
| 159 | — | SELECT SECTOR SPDR TR | $236,562 | 0.0% | +0% | — |
| 160 | — | ALPS ETF TR | $234,248 | 0.0% | +0% | — |
| 161 | $WFC | WELLS FARGO & COMPANY/MN | $232,620 | 0.0% | +0% | — |
| 162 |  $WEC | WEC ENERGY GROUP, INC. | $225,983 | 0.0% | +0% | 67 |
| 163 |  $PAYX | PAYCHEX INC | $220,159 | 0.0% | -1% | 75.1 |
| 164 | — | ISHARES TR | $219,886 | 0.0% | -10% | — |
| 165 |  $CEG | Constellation Energy Corp | $215,581 | 0.0% | +2% | 62.5 |
| 166 |  $VLTO | Veralto Corp | $213,357 | 0.0% | +0% | 74.4 |
| 167 |  $IVZ | Invesco Ltd. | $212,455 | 0.0% | +0% | — |
| 168 | — | VANGUARD TAX-MANAGED FDS | $207,257 | 0.0% | +0% | — |
| 169 |  $HON | HONEYWELL INTERNATIONAL INC | $206,817 | 0.0% | NEW | 65.7 |
| 170 |  $AZO | AUTOZONE INC | $202,667 | 0.0% | +0% | 66.5 |
New Positions (4)
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