Edgemoor Investment Advisors, Inc.
CIK: 0001313792SEC EDGAR →
Portfolio Value
$1.3B
Holdings
175
As of
Q4 2025
New Positions
23
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 207,857 | $100.0M | 7.76% |
| 2 | APPLE INC | 341,455 | $92.0M | 7.14% |
| 3 | BERKSHIRE HATHAWAY INC DEL | 150,785 | $75.0M | 5.82% |
| 4 | ALPHABET INC | 206,881 | $64.0M | 4.97% |
| 5 | BROADCOM INC | 166,046 | $57.0M | 4.43% |
| 6 | UNITED RENTALS INC | 70,112 | $56.0M | 4.35% |
| 7 | LOWES COS INC | 198,526 | $47.0M | 3.65% |
| 8 | ALPHABET INC | 153,272 | $47.0M | 3.65% |
| 9 | AMAZON COM INC | 180,064 | $41.0M | 3.18% |
| 10 | APPLIED MATLS INC | 149,776 | $38.0M | 2.95% |
Quarterly Changes
Closed Positions (17)
$6.7M · 52K shares
$3.5M · 43K shares
$1.2M · 20K shares
$1.1M · 23K shares
$705K · 4K shares
$428K · 11K shares
$380K · 15K shares
$375K · 2K shares
$280K · 2K shares
$280K · 2K shares
$277K · 4K shares
$271K · 1K shares
$263K · 2K shares
$246K · 820 shares
$235K · 3K shares
$225K · 3K shares
$219K · 905 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 23 | $351.0M | 29.0% |
| Financial Services | 52 | $155.0M | 12.8% |
| Consumer Cyclical | 11 | $145.0M | 12.0% |
| Unknown | 16 | $135.0M | 11.2% |
| Communication Services | 5 | $120.0M | 9.9% |
| Industrials | 16 | $120.0M | 9.9% |
| Utilities | 15 | $67.0M | 5.5% |
| Healthcare | 12 | $45.0M | 3.7% |
| Real Estate | 7 | $37.0M | 3.1% |
| Energy | 10 | $32.0M | 2.6% |
| Consumer Defensive | 7 | $3.0M | 0.2% |
| Basic Materials | 1 | $0 | 0.0% |