Edgemoor Investment Advisors, Inc. Q2 2023 Filing

Filed August 9, 2023

Portfolio Value

$885.6T

Holdings

158

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (158 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
236,859$80.7T9.11%
2
AAPLAPPLE INC
395,722$76.8T8.67%
3
BRK/BBERKSHIRE HATHAWAY INC DEL
169,690$57.9T6.53%
4
LOWLOWES COS INC
211,572$47.8T5.39%
5
URIUNITED RENTALS INC
78,603$35.0T3.95%
6
GOOGALPHABET INC
256,745$31.1T3.51%
7
LENLENNAR CORP
215,674$27.0T3.05%
8
AMATAPPLIED MATLS INC
163,490$23.6T2.67%
9
AMZNAMAZON COM INC
171,160$22.3T2.52%
10
VRTXVERTEX PHARMACEUTICALS INC
55,584$19.6T2.21%
11
GOOGLALPHABET INC
155,339$18.6T2.10%
12
CVSCVS HEALTH CORP
261,238$18.1T2.04%
13
AVGOBROADCOM INC
18,978$16.5T1.86%
14
BXBLACKSTONE INC
156,118$14.5T1.64%
15
NVSNNOVARTIS AG
138,892$14.0T1.58%
16
VVISA INC
54,875$13.0T1.47%
17
BLKCHFBLACKROCK INC
18,755$13.0T1.46%
18
ARCCARES CAPITAL CORP
680,435$12.8T1.44%
19
WSMWILLIAMS SONOMA INC
99,128$12.4T1.40%
20
GDGENERAL DYNAMICS CORP
55,176$11.9T1.34%
21
JCIJOHNSON CTLS INTL PLC
167,157$11.4T1.29%
22
ICSHISHARES TR
217,288$10.9T1.23%
23
8CWCROWN CASTLE INC
91,493$10.4T1.18%
24
AEPAMERICAN ELEC PWR CO INC
116,810$9.8T1.11%
25
IJRISHARES TR
89,175$8.9T1.00%
26
NEENEXTERA ENERGY INC
118,169$8.8T0.99%
27
BACVERIZON COMMUNICATIONS INC
233,165$8.7T0.98%
28
DEDEERE & CO
20,444$8.3T0.94%
29
OREALTY INCOME CORP
136,337$8.2T0.92%
30
TMOTHERMO FISHER SCIENTIFIC INC
15,323$8.0T0.90%
31
SCHWSCHWAB CHARLES CORP
140,100$7.9T0.90%
32
FCTFIRST TR SR FLTG RATE INCOME
792,435$7.8T0.89%
33
EPDENTERPRISE PRODS PARTNERS L
296,604$7.8T0.88%
34
SHELSHELL PLC
122,962$7.4T0.84%
35
BXMTBLACKSTONE MTG TR INC
349,972$7.3T0.82%
36
AESCAES CORP
87,426$7.1T0.81%
37
TRVCCITIGROUP INC
143,536$6.6T0.75%
38
SOSOUTHERN CO
93,829$6.6T0.74%
39
MRKMERCK & CO INC
56,772$6.6T0.74%
40
DDOMINION ENERGY INC
121,512$6.3T0.71%
41
CNPCENTERPOINT ENERGY INC
213,201$6.2T0.70%
42
CWEN/ACLEARWAY ENERGY INC
204,367$5.5T0.62%
43
IEMGISHARES INC
103,161$5.1T0.57%
44
SPGSIMON PPTY GROUP INC NEW
43,525$5.0T0.57%
45
BCEBCE INC
107,973$4.9T0.56%
46
DISDISNEY WALT CO
54,495$4.9T0.55%
47
MBUUMALIBU BOATS INC
71,249$4.2T0.47%
48
FQIDIGITAL RLTY TR INC
36,189$4.1T0.47%
49
WFC 7.5 PERP LWELLS FARGO CO NEW
3,498$4.0T0.46%
50
WEPMAGELLAN MIDSTREAM PRTNRS LP
63,082$3.9T0.44%
51
FISVFISERV INC
31,036$3.9T0.44%
52
TAT&T INC
232,306$3.7T0.42%
53
ATOATMOS ENERGY CORP
31,201$3.6T0.41%
54
BTZBLACKROCK CR ALLOCATION INCO
354,174$3.6T0.41%
55
KMIKINDER MORGAN INC DEL
204,750$3.5T0.40%
56
EVRGEVERGY INC
60,233$3.5T0.40%
57
PPLPEMBINA PIPELINE CORP
106,318$3.3T0.38%
58
STWDSTARWOOD PPTY TR INC
159,678$3.1T0.35%
59
JEPIJ P MORGAN EXCHANGE TRADED F
48,900$2.7T0.31%
60
XELXCEL ENERGY INC
39,873$2.5T0.28%
61
RLJ 1.95 PERP ARLJ LODGING TR
98,903$2.4T0.27%
62
CTVACORTEVA INC
40,278$2.3T0.26%
63
WYWEYERHAEUSER CO MTN BE
66,249$2.2T0.25%
64
BAC 7.25 PERP LBANK AMERICA CORP
1,893$2.2T0.25%
65
EQC 6.5 PERP DEQUITY COMWLTH
85,180$2.2T0.24%
66
JNJJOHNSON & JOHNSON
12,883$2.1T0.24%
67
BKNGBOOKING HOLDINGS INC
749$2.0T0.23%
68
SHVISHARES TR
18,139$2.0T0.23%
69
ATVIEURACTIVISION BLIZZARD INC
22,307$1.9T0.21%
70
DHRDANAHER CORPORATION
7,110$1.7T0.19%
71
MUMICRON TECHNOLOGY INC
26,748$1.7T0.19%
72
CITHE CIGNA GROUP
5,687$1.6T0.18%
73
BRK-BBERKSHIRE HATHAWAY INC DEL
3$1.6T0.18%
74
PSAPUBLIC STORAGE
5,143$1.5T0.17%
75
BEPBROOKFIELD RENEWABLE PARTNER
50,442$1.5T0.17%
76
GBDCGOLUB CAP BDC INC
103,644$1.4T0.16%
77
XOMEXXON MOBIL CORP
12,799$1.4T0.16%
78
BMYBRISTOL-MYERS SQUIBB CO
21,145$1.4T0.15%
79
WELLWELLTOWER INC
16,699$1.4T0.15%
80
ESEVERSOURCE ENERGY
18,869$1.3T0.15%
81
PEPPEPSICO INC
6,941$1.3T0.15%
82
MRSHMARSH & MCLENNAN COS INC
6,499$1.2T0.14%
83
CLEARBRIDGE MLP AND MIDSTRM
32,067$1.1T0.13%
84
ORCLORACLE CORP
8,885$1.1T0.12%
85
IWFISHARES TR
3,517$967.8B0.11%
86
JPMJPMORGAN CHASE & CO
6,531$950.0B0.11%
87
KYNKAYNE ANDERSON ENERGY INFRST
112,852$918.6B0.10%
88
LMTLOCKHEED MARTIN CORP
1,938$892.2B0.10%
89
EDCONSOLIDATED EDISON INC
9,784$884.6B0.10%
90
CVXCHEVRON CORP NEW
5,611$882.9B0.10%
91
BKBANK NEW YORK MELLON CORP
18,718$833.3B0.09%
92
VOOVANGUARD INDEX FDS
2,029$826.5B0.09%
93
PFEPFIZER INC
21,681$795.3B0.09%
94
CSXCSX CORP
22,869$779.8B0.09%
95
NSCNORFOLK SOUTHN CORP
3,419$775.3B0.09%
96
VENVENTAS INC
16,248$768.0B0.09%
97
IJHISHARES TR
2,690$703.4B0.08%
98
PGPROCTER AND GAMBLE CO
4,225$641.1B0.07%
99
LLYLILLY ELI & CO
1,328$622.9B0.07%
100
WMTWALMART INC
3,946$620.3B0.07%
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