Edgemoor Investment Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Edgemoor Investment Advisors, Inc. held in its portfolio 175 assets valued at $1,288,358,060 (i.e. $1.29B).
The most valuable assets in the portfolio included: MICROSOFT CORP ($100.52M), APPLE INC ($92.83M), and BERKSHIRE HATHAWAY INC DEL ($75.79M).
The chart below shows the top 10 valuable assets, and the table below shows the top 175 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Edgemoor Investment Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 207857 | 100524285 | COM |
| APPLE INC | 341455 | 92828035 | COM |
| BERKSHIRE HATHAWAY INC DEL | 150785 | 75792255 | CL B NEW |
| ALPHABET INC | 206881 | 64919399 | CAP STK CL C |
| BROADCOM INC | 166046 | 57468573 | COM |
| UNITED RENTALS INC | 70112 | 56743044 | COM |
| ALPHABET INC | 153272 | 47974181 | CAP STK CL A |
| LOWES COS INC | 198526 | 47876542 | COM |
| AMAZON COM INC | 180064 | 41562375 | COM |
| APPLIED MATLS INC | 149776 | 38491096 | COM |
| NVIDIA CORPORATION | 174732 | 32587649 | COM |
| WILLIAMS SONOMA INC | 173906 | 31057944 | COM |
| VERTEX PHARMACEUTICALS INC | 54839 | 24862193 | COM |
| BLACKSTONE INC | 153852 | 23714775 | COM |
| JOHNSON CTLS INTL PLC | 184737 | 22122300 | SHS |
| VISA INC | 60953 | 21376912 | COM CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 68714 | 20881701 | SPONSORED ADS |
| LENNAR CORP | 201582 | 20722667 | CL A |
| BLACKROCK INC | 18417 | 19713233 | COM |
| GENERAL DYNAMICS CORP | 56902 | 19156879 | COM |
| SCHWAB CHARLES CORP | 186367 | 18619949 | COM |
| CITIGROUP INC | 143794 | 16779394 | COM NEW |
| NOVARTIS AG | 108330 | 14935583 | SPONSORED ADR |
| ISHARES TR | 283353 | 14331998 | ULTRA SHORT DUR |
| ARES CAPITAL CORP | 704973 | 14261604 | COM |
| AMERICAN ELEC PWR CO INC | 122729 | 14151907 | COM |
| SIMON PPTY GROUP INC NEW | 69541 | 12872798 | COM |
| DEERE & CO | 25977 | 12094266 | COM |
| REALTY INCOME CORP | 205392 | 11577984 | COM |
| SHELL PLC | 157501 | 11573202 | SPON ADS |
| ENTERGY CORP NEW | 118082 | 10914321 | COM |
| THERMO FISHER SCIENTIFIC INC | 17271 | 10007799 | COM |
| ENTERPRISE PRODS PARTNERS L | 297525 | 9538662 | COM |
| J P MORGAN EXCHANGE TRADED F | 161448 | 9241322 | EQUITY PREMIUM |
| VERIZON COMMUNICATIONS INC | 207119 | 8435969 | COM |
| NEXTERA ENERGY INC | 103879 | 8339460 | COM |
| CROWN CASTLE INC | 93731 | 8329884 | COM |
| AT&T INC | 325636 | 8088812 | COM |
| PUBLIC STORAGE OPER CO | 28665 | 7438568 | COM |
| VERTIV HOLDINGS CO | 44747 | 7249461 | COM CL A |
| CLEARWAY ENERGY INC | 213181 | 6698164 | CL A |
| PFIZER INC | 267930 | 6671457 | COM |
| SOUTHERN CO | 75974 | 6624935 | COM |
| EVERGY INC | 90591 | 6566942 | COM |
| CENTERPOINT ENERGY INC | 169526 | 6499627 | COM |
| BOOKING HOLDINGS INC | 1174 | 6287157 | COM |
| DIGITAL RLTY TR INC | 39070 | 6044599 | COM |
| EVERSOURCE ENERGY | 75937 | 5112838 | COM |
| ISHARES TR | 7330 | 5020610 | CORE S&P500 ETF |
| FIRST TR SR FLTG RATE INCOME | 490037 | 4934682 | COM |
| US BANCORP DEL | 84231 | 4494566 | COM NEW |
| KINDER MORGAN INC DEL | 163326 | 4489849 | COM |
| ATMOS ENERGY CORP | 26466 | 4436496 | COM |
| WELLS FARGO CO NEW | 3017 | 3656604 | PERP PFD CNV A |
| STARWOOD PPTY TR INC | 194524 | 3503391 | COM |
| BLACKROCK FLOATING RATE INCO | 296213 | 3489389 | COM |
| CLEARBRIDGE ENERGY MIDSTRM O | 73906 | 3299903 | COM |
| PEMBINA PIPELINE CORP | 86490 | 3291837 | COM |
| UBER TECHNOLOGIES INC | 39105 | 3195324 | COM |
| ONEOK INC NEW | 43450 | 3193575 | COM |
| NUVEEN MUNICIPAL CREDIT INC | 245944 | 3093976 | COM SH BEN INT |
| BLACKROCK CR ALLOCATION INCO | 260315 | 2819211 | COM |
| SLB LIMITED | 69963 | 2685186 | COM STK |
| WELLTOWER INC | 14400 | 2672877 | COM |
| UNITED PARCEL SERVICE INC | 26175 | 2596303 | CL B |
| XCEL ENERGY INC | 34268 | 2531075 | COM |
| BROOKFIELD RENEWABLE CORP | 62633 | 2401349 | CL A EX SUB VTG |
| MILLROSE PPTYS INC | 77216 | 2306442 | COM CL A |
| KAYNE ANDERSON ENERGY INFRST | 184380 | 2282626 | COM |
| JPMORGAN CHASE & CO. | 7046 | 2270409 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3 | 2264400 | CL A |
| INTUIT | 3321 | 2199897 | COM |
| BANK NEW YORK MELLON CORP | 18718 | 2172973 | COM |
| JOHNSON & JOHNSON | 10437 | 2160082 | COM |
| GENERAL MLS INC | 45251 | 2104217 | COM |
| FIRST SOLAR INC | 7807 | 2039423 | COM |
| VANGUARD INDEX FDS | 3229 | 2025383 | S&P 500 ETF SHS |
| BANK AMERICA CORP | 1581 | 1979412 | 7.25%CNV PFD L |
| ISHARES TR | 3762 | 1780555 | RUS 1000 GRW ETF |
| ORACLE CORP | 8999 | 1754125 | COM |
| ISHARES TR | 16857 | 1683677 | CORE US AGGBD ET |
| DANAHER CORPORATION | 7346 | 1681646 | COM |
| RLJ LODGING TR | 66503 | 1655925 | CUM CONV PFD A |
| COPART INC | 40665 | 1592035 | COM |
| BROOKFIELD RENEWABLE PARTNER | 58741 | 1584245 | PARTNERSHIP UNIT |
| THE CIGNA GROUP | 5683 | 1564132 | COM |
| ADOBE INC | 4451 | 1557922 | COM |
| WALMART INC | 12614 | 1405375 | COM |
| EXXON MOBIL CORP | 11597 | 1395669 | COM |
| NETFLIX INC | 13512 | 1266948 | COM |
| ISHARES TR | 10710 | 1179707 | TRUST ISHARE 0-1 |
| ISHARES TR | 16729 | 1104114 | CORE S&P MCP ETF |
| ELI LILLY & CO | 1013 | 1089269 | COM |
| ISHARES TR | 9518 | 1015571 | SHRT NAT MUN ETF |
| CSX CORP | 27750 | 1005938 | COM |
| CONSOLIDATED EDISON INC | 9778 | 971246 | COM |
| HOME DEPOT INC | 2767 | 952422 | COM |
| ISHARES TR | 7454 | 895822 | CORE S&P SCP ETF |
| ACCENTURE PLC IRELAND | 3298 | 884853 | SHS CLASS A |
| GOLUB CAP BDC INC | 63756 | 865169 | COM |
| CHEVRON CORP NEW | 5575 | 849686 | COM |
| RTX CORPORATION | 4528 | 830435 | COM |
| ISHARES TR | 7513 | 804717 | NATIONAL MUN ETF |
| CISCO SYS INC | 9911 | 763444 | COM |
| ISHARES TR | 13555 | 701742 | USD INV GRDE ETF |
| META PLATFORMS INC | 1042 | 687856 | CL A |
| COSTCO WHSL CORP NEW | 785 | 677512 | COM |
| ISHARES TR | 3193 | 677140 | S&P 500 VAL ETF |
| AUTOMATIC DATA PROCESSING IN | 2622 | 674457 | COM |
| STEEL DYNAMICS INC | 3904 | 661691 | COM |
| AMGEN INC | 1911 | 625489 | COM |
| KKR & CO INC | 4886 | 622867 | COM |
| PROCTER AND GAMBLE CO | 4338 | 621679 | COM |
| LOCKHEED MARTIN CORP | 1278 | 618130 | COM |
| OREILLY AUTOMOTIVE INC | 6660 | 607459 | COM |
| BANK AMERICA CORP | 10931 | 601223 | COM |
| PEPSICO INC | 4173 | 598909 | COM |
| WEYERHAEUSER CO MTN BE | 24367 | 577254 | COM NEW |
| ISHARES TR | 5960 | 573769 | RUS MID CAP ETF |
| ABBVIE INC | 2433 | 556048 | COM |
| NUVEEN FLOATING RATE INCOME | 68421 | 535739 | COM |
| ISHARES TR | 2506 | 527112 | RUS 1000 VAL ETF |
| STRYKER CORPORATION | 1442 | 506820 | COM |
| EMERSON ELEC CO | 3567 | 473412 | COM |
| GOLDMAN SACHS GROUP INC | 516 | 453565 | COM |
| MCDONALDS CORP | 1461 | 446579 | COM |
| PHILIP MORRIS INTL INC | 2661 | 426943 | COM |
| COCA COLA CO | 5932 | 414711 | COM |
| ABBOTT LABS | 3268 | 409451 | COM |
| INVESCO QQQ TR | 657 | 403602 | UNIT SER 1 |
| VENTAS INC | 5080 | 393090 | COM |
| ISHARES TR | 5310 | 388745 | CORE MSCI PAC |
| MICRON TECHNOLOGY INC | 1356 | 387016 | COM |
| QUALCOMM INC | 2230 | 381442 | COM |
| SPDR S&P 500 ETF TR | 503 | 343332 | TR UNIT |
| ENERGY TRANSFER L P | 20620 | 340024 | COM UT LTD PTN |
| AMERICAN EXPRESS CO | 907 | 335545 | COM |
| TEXAS INSTRS INC | 1892 | 328243 | COM |
| ISHARES TR | 10598 | 328114 | PFD AND INCM SEC |
| ALTRIA GROUP INC | 5626 | 324395 | COM |
| VANGUARD INDEX FDS | 1090 | 316340 | MID CAP ETF |
| ISHARES TR | 5940 | 314107 | ISHS 1-5YR INVS |
| SPDR SERIES TRUST | 3847 | 308606 | STATE STREET SPD |
| MERCK & CO INC | 2787 | 293360 | COM |
| INTERNATIONAL BUSINESS MACHS | 989 | 292952 | COM |
| YUM BRANDS INC | 1915 | 289701 | COM |
| ISHARES TR | 3149 | 281710 | CORE MSCI EAFE |
| ISHARES INC | 4054 | 272510 | CORE MSCI EMKT |
| WELLS FARGO CO NEW | 2922 | 272330 | COM |
| PAYCHEX INC | 2425 | 272139 | COM |
| EATON CORP PLC | 852 | 271371 | SHS |
| NETSCOUT SYS INC | 10011 | 270898 | COM |
| CONSTELLATION ENERGY CORP | 760 | 268485 | COM |
| ISHARES TR | 2153 | 265379 | S&P 500 GRWT ETF |
| SERVICENOW INC | 1717 | 263129 | COM |
| SELECT SECTOR SPDR TR | 1780 | 256267 | STATE STREET TEC |
| CATERPILLAR INC | 443 | 253782 | COM |
| ISHARES TR | 1770 | 249782 | RUS MDCP VAL ETF |
| SELECT SECTOR SPDR TR | 1600 | 247680 | STATE STREET HEA |
| VERALTO CORP | 2413 | 240769 | COM SHS |
| ISHARES TR | 3200 | 239808 | RUSEL 2500 ETF |
| MARRIOTT INTL INC NEW | 765 | 237334 | CL A |
| PALO ALTO NETWORKS INC | 1231 | 226750 | COM |
| PALANTIR TECHNOLOGIES INC | 1235 | 219521 | CL A |
| CONOCOPHILLIPS | 2322 | 217363 | COM |
| CROWDSTRIKE HLDGS INC | 460 | 215630 | CL A |
| ISHARES TR | 1650 | 213114 | EXPND TEC SC ETF |
| INVESCO EXCHANGE TRADED FD T | 1107 | 212057 | S&P500 EQL WGT |
| ALPS ETF TR | 4450 | 209239 | ALERIAN MLP |
| ISHARES TR | 1510 | 206779 | RUS MD CP GR ETF |
| WEC ENERGY GROUP INC | 1952 | 205858 | COM |
| MARKEL GROUP INC | 95 | 204217 | COM |
| AUTOZONE INC | 60 | 203490 | COM |
| VANGUARD TAX-MANAGED FDS | 3234 | 202049 | VAN FTSE DEV MKT |
| CORNING INC | 2302 | 201635 | COM |
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