Institutional Manager · CIK 0001313792
Edgemoor Investment Advisors, Inc.
BETHESDA, MD · File #028-11064
Latest AUM
$1.29B
Positions
175
Top-10 Concentration
54.3%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025175 pos · $1.29B
- 13F HOLDINGS REPORTQ/E Sep 2025190 pos · $1.30B
- 13F HOLDINGS REPORTQ/E Jun 2025170 pos · $1.16B
- 13F HOLDINGS REPORTQ/E Mar 2025161 pos · $1.09B
- 13F HOLDINGS REPORTQ/E Dec 2024168 pos · $1.14B
- 13F HOLDINGS REPORTQ/E Sep 2024165 pos · $1.15B
- 13F HOLDINGS REPORTQ/E Jun 2024161 pos · $1.07B
- 13F HOLDINGS REPORTQ/E Mar 2024165 pos · $1.06B
- 13F HOLDINGS REPORTQ/E Dec 2023156 pos · $846.1M
- 13F HOLDINGS REPORTQ/E Sep 2023158 pos · $885.6M
- 13F HOLDINGS REPORTQ/E Jun 2023155 pos · $822.7M
- 13F HOLDINGS REPORTQ/E Mar 2023163 pos · $798.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 207,857 | $100.5M | 8.74% |
| 2 | APPLE INC | AAPL | 341,455 | $92.8M | 8.07% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 150,785 | $75.8M | 6.59% |
| 4 | ALPHABET INC | GOOG | 206,881 | $64.9M | 5.65% |
| 5 | BROADCOM INC | AVGO | 166,046 | $57.5M | 5.00% |
| 6 | UNITED RENTALS INC | URI | 70,112 | $56.7M | 4.94% |
| 7 | ALPHABET INC | GOOG | 153,272 | $48.0M | 4.17% |
| 8 | LOWES COS INC | 548661107 | 198,526 | $47.9M | 4.16% |
| 9 | AMAZON COM INC | AMZN | 180,064 | $41.6M | 3.62% |
| 10 | APPLIED MATLS INC | 038222105 | 149,776 | $38.5M | 3.35% |
| 11 | NVIDIA CORPORATION | NVDA | 174,732 | $32.6M | 2.83% |
| 12 | WILLIAMS SONOMA INC | WSM | 173,906 | $31.1M | 2.70% |
| 13 | VERTEX PHARMACEUTICALS INC | VRTX | 54,839 | $24.9M | 2.16% |
| 14 | BLACKSTONE INC | BX | 153,852 | $23.7M | 2.06% |
| 15 | JOHNSON CTLS INTL PLC | G51502105 | 184,737 | $22.1M | 1.92% |
| 16 | VISA INC | V | 60,953 | $21.4M | 1.86% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 68,714 | $20.9M | 1.82% |
| 18 | LENNAR CORP | LEN-B | 201,582 | $20.7M | 1.80% |
| 19 | BLACKROCK INC | BLK | 18,417 | $19.7M | 1.71% |
| 20 | GENERAL DYNAMICS CORP | GD | 56,902 | $19.2M | 1.67% |