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Edgemoor Investment Advisors, Inc.

Portfolio Manager
Edgemoor Investment Advisors, Inc.
Performance
+2.40% (2025 Q4)
AUM (13F)
$1.27B
# of Holdings
170
Performance Rank
Allocation (Top 20)
63.32%

Edgemoor Investment Advisors, Inc. Holdings Map

Top 50 Edgemoor Investment Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
6.82%341.4K$86.6M
-0.03%(-105)
2025-Q1: 360.7K shares2025-Q2: 349.6K shares2025-Q3: 347.3K shares2025-Q4: 341.5K shares2026-Q1: 341.4K shares
$51.45(+479.67%)
2026-03-31
MSFT
MICROSOFT CORP
6.09%209.1K$77.4M
+0.61%(+1.28K)
2025-Q1: 215.6K shares2025-Q2: 211.0K shares2025-Q3: 212.3K shares2025-Q4: 207.9K shares2026-Q1: 209.1K shares
$38.45(+964.87%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
5.7%151.1K$72.4M
+0.22%(+338)
2025-Q1: 158.5K shares2025-Q2: 154.1K shares2025-Q3: 153.9K shares2025-Q4: 150.8K shares2026-Q1: 151.1K shares
$100.67(+380.86%)
2026-03-31
GOOG
ALPHABET INC
4.61%204.3K$58.6M
-1.25%(-2.58K)
2025-Q1: 229.8K shares2025-Q2: 216.7K shares2025-Q3: 218.1K shares2025-Q4: 206.9K shares2026-Q1: 204.3K shares
$31.88(+1145.95%)
2026-03-31
AVGO
BROADCOM INC
4.05%166.3K$51.5M
+0.14%(+230)
2025-Q1: 174.2K shares2025-Q2: 170.1K shares2025-Q3: 170.0K shares2025-Q4: 166.0K shares2026-Q1: 166.3K shares
$29.57(+1387.53%)
2026-03-31
AMAT
APPLIED MATLS INC
4.02%149.5K$51.1M
-0.16%(-243)
2025-Q1: 153.4K shares2025-Q2: 150.4K shares2025-Q3: 150.8K shares2025-Q4: 149.8K shares2026-Q1: 149.5K shares
$58.24(+656.47%)
2026-03-31
URI
UNITED RENTALS INC
4.02%70.1K$51.1M
+0.00%(+3)
2025-Q1: 73.7K shares2025-Q2: 71.6K shares2025-Q3: 70.9K shares2025-Q4: 70.1K shares2026-Q1: 70.1K shares
$77.24(+1159.67%)
2026-03-31
LOW
LOWES COS INC
3.7%198.8K$47.0M
+0.13%(+264)
2025-Q1: 201.8K shares2025-Q2: 199.6K shares2025-Q3: 199.4K shares2025-Q4: 198.5K shares2026-Q1: 198.8K shares
$27.87(+702.43%)
2026-03-31
GOOGL
ALPHABET INC
3.49%154.4K$44.4M
+0.71%(+1.09K)
2025-Q1: 155.9K shares2025-Q2: 155.3K shares2025-Q3: 154.6K shares2025-Q4: 153.3K shares2026-Q1: 154.4K shares
$44.73(+796.56%)
2026-03-31
AMZN
AMAZON COM INC
2.99%182.6K$38.0M
+1.39%(+2.49K)
2025-Q1: 182.0K shares2025-Q2: 180.3K shares2025-Q3: 181.5K shares2025-Q4: 180.1K shares2026-Q1: 182.6K shares
$113.69(+135.04%)
2026-03-31

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