StockDriftsStockDriftsTop 50 Edgemoor Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 7.24% | 146.7K | $106.1M | -1.88%(-2.81K) | $58.24(+816.10%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.74% | 341.2K | $98.7M | -0.03%(-114) | $51.45(+496.11%) | 2026-06-30 | |
| URI | UNITED RENTALS INC | 5.37% | 69.4K | $78.7M | -0.98%(-684) | $77.24(+1401.44%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.34% | 209.7K | $78.2M | +0.29%(+608) | $38.86(+1193.83%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.13% | 150.3K | $75.2M | -0.53%(-797) | $100.67(+419.89%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.87% | 202.0K | $71.4M | -1.14%(-2.33K) | $31.88(+999.52%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.28% | 166.1K | $62.7M | -0.11%(-175) | $29.57(+1321.82%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.77% | 154.8K | $55.3M | +0.31%(+478) | $45.57(+671.27%) | 2026-06-30 | |
| LOW | LOWES COS INC | 2.99% | 198.9K | $43.9M | +0.07%(+141) | $28.01(+692.51%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.95% | 181.5K | $43.2M | -0.60%(-1.10K) | $113.69(+141.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.34% | +92.26% | +15.26% | +103.39% |
| Top 20 Holdings Unweighted | +27.83% | +108.87% | +16.28% | +112.55% |
Edgemoor Investment Advisors, Inc. reports $1.47B in US-listed equity holdings across 188 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (7.2%), AAPL (6.7%) and URI (5.4%). The top 20 holdings account for 66.53% of reported assets. Its disclosed equity book has returned +92.26% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Edgemoor Investment Advisors, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Edgemoor Investment Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1313792). View Edgemoor Investment Advisors, Inc.’s 13F filings on SEC