Edgemoor Investment Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.27B
Q ending 2026-03-31
Prior quarter
$1.29B
Q ending 2025-12-31
Change
-1.4% QoQ · +16.9% YoY
Positions
170
reported holdings
Largest positions
Top 100 of 170 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $86.6M | 341K |
| Microsoft Corp | MSFT | Shares | $77.4M | 209K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $72.4M | 151K |
| Alphabet Inc | GOOG | Shares | $58.6M | 204K |
| Broadcom Inc | AVGO | Shares | $51.5M | 166K |
| Applied Matls Inc | AMAT | Shares | $51.1M | 150K |
| United Rentals Inc | URI | Shares | $51.1M | 70K |
| Lowes Cos Inc | LOW | Shares | $47.0M | 199K |
| Alphabet Inc | GOOGL | Shares | $44.4M | 154K |
| Amazon Com Inc | AMZN | Shares | $38.0M | 183K |
| Williams Sonoma Inc | WSM | Shares | $31.3M | 172K |
| Nvidia Corporation | NVDA | Shares | $30.6M | 176K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $24.7M | 55K |
| Johnson Controls Internation | Shares | $24.2M | 185K | |
| Taiwan Semiconductor Manufac | TSM | Shares | $23.6M | 70K |
| General Dynamics Corp | GD | Shares | $19.9M | 58K |
| Visa Inc | V | Shares | $18.6M | 62K |
| Blackstone Inc | BX | Shares | $18.0M | 157K |
| Blackrock Inc | BLK | Shares | $17.8M | 19K |
| Schwab Charles Corp | SCHW | Shares | $17.8M | 189K |
| Lennar Corp | LEN | Shares | $17.6M | 203K |
| Citigroup Inc | C | Shares | $16.6M | 147K |
| Novartis Ag | NVS | Shares | $16.6M | 109K |
| American Elec Pwr Co Inc | AEP | Shares | $16.2M | 123K |
| Deere & Co | DE | Shares | $14.9M | 26K |
| Shell Plc | SHEL | Shares | $14.6M | 157K |
| Ishares Tr | ICSH | Shares | $14.2M | 280K |
| Entergy Corp New | ETR | Shares | $13.3M | 119K |
| Simon Ppty Group Inc New | SPG | Shares | $13.0M | 70K |
| Realty Income Corp | O | Shares | $12.9M | 211K |
| Ares Capital Corp | ARCC | Shares | $12.9M | 716K |
| Vertiv Holdings Co | VRT | Shares | $11.6M | 46K |
| Enterprise Prods Partners L | EPD | Shares | $11.1M | 295K |
| Verizon Communications Inc | VZ | Shares | $11.0M | 220K |
| J P Morgan Exchange Traded F | JEPI | Shares | $9.7M | 171K |
| Nextera Energy Inc | NEE | Shares | $9.5M | 102K |
| At&T Inc | T | Shares | $9.4M | 324K |
| Thermo Fisher Scientific Inc | TMO | Shares | $8.9M | 18K |
| Clearway Energy Inc | NY4B | Shares | $8.4M | 216K |
| Pfizer Inc | PFE | Shares | $7.9M | 283K |
| Public Storage Oper Co | PSA | Shares | $7.8M | 29K |
| Crown Castle Inc | CCI | Shares | $7.8M | 96K |
| Evergy Inc | EVRG | Shares | $7.7M | 94K |
| Southern Co | SO | Shares | $7.3M | 76K |
| Centerpoint Energy Inc | CNP | Shares | $7.3M | 168K |
| Digital Rlty Tr Inc | DLR | Shares | $7.0M | 39K |
| Eversource Energy | ES | Shares | $5.7M | 83K |
| Kinder Morgan Inc Del | KMI | Shares | $5.5M | 163K |
| Booking Holdings Inc | BKNG | Shares | $5.2M | 1K |
| Ishares Tr | IVV | Shares | $4.8M | 7K |
| Atmos Energy Corp | ATO | Shares | $4.7M | 26K |
| First Tr Sr Fltg Rate Income | FCT | Shares | $4.7M | 488K |
| Us Bancorp | USB | Shares | $4.7M | 90K |
| Clearbridge Energy Midstream | EMO | Shares | $4.1M | 78K |
| Spdr Gold Tr | GLD | Shares | $4.0M | 9K |
| Slb Limited | SLB | Shares | $3.9M | 76K |
| Oneok Inc New | OKE | Shares | $3.9M | 43K |
| Pembina Pipeline Corp | PBA | Shares | $3.9M | 86K |
| Blackrock Floating Rate Inco | XFRAX | Shares | $3.6M | 328K |
| Starwood Ppty Tr Inc | STWD | Shares | $3.6M | 207K |
| Nuveen Mun Cr Income Fd | NZF | Shares | $3.5M | 285K |
| Wells Fargo & Co | WFC 7.5 PERP L | Shares | $3.4M | 3K |
| Uber Technologies Inc | UBER | Shares | $3.4M | 47K |
| United Parcel Svcs Inc | UPS | Shares | $2.9M | 30K |
| Palo Alto Networks Inc | PANW | Shares | $2.8M | 18K |
| Welltower Inc | WELL | Shares | $2.8M | 14K |
| Kayne Anderson Energy Infrst | KYN | Shares | $2.8M | 195K |
| Xcel Energy Inc | XEL | Shares | $2.7M | 34K |
| Brookfield Renewable Corp | BEPC | Shares | $2.6M | 66K |
| Blackrock Cr Allocation | BTZ | Shares | $2.6M | 258K |
| Johnson & Johnson | JNJ | Shares | $2.6M | 11K |
| Brookfield Renewable Energy | Shares | $2.5M | 77K | |
| General Mills Inc | GIS | Shares | $2.4M | 63K |
| Ishares Tr | AGG | Shares | $2.3M | 23K |
| Bank New York Mellon Corp | BNY | Shares | $2.2M | 19K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $2.2M | 3 |
| Millrose Pptys Inc | MRP | Shares | $2.1M | 76K |
| Jpmorgan Chase & Co | JPM | Shares | $2.1M | 7K |
| First Solar Inc | FSLR | Shares | $2.1M | 10K |
| Netflix Inc. | NFLX | Shares | $2.0M | 21K |
| Exxon Mobil Corp | XOM | Shares | $2.0M | 12K |
| Intuit | INTU | Shares | $1.9M | 4K |
| Vanguard Index Fds | VOO | Shares | $1.9M | 3K |
| Bank America Corp | BAC 7.25 PERP L | Shares | $1.9M | 2K |
| Copart Inc | CPRT | Shares | $1.7M | 52K |
| Ishares Tr | IWF | Shares | $1.6M | 4K |
| Rlj Lodging Tr | RLJ 1.95 PERP A | Shares | $1.6M | 66K |
| Walmart Inc | WMT | Shares | $1.6M | 13K |
| The Cigna Group | CI | Shares | $1.5M | 6K |
| Danaher Corp Del | DHR | Shares | $1.4M | 7K |
| Oracle Corp | ORCL | Shares | $1.3M | 9K |
| Ishares Tr | IJH | Shares | $1.2M | 17K |
| Ishares Tr | SHV | Shares | $1.2M | 11K |
| Chevron Corporation | CVX | Shares | $1.2M | 6K |
| Csx Corp | CSX | Shares | $1.1M | 28K |
| Consolidated Edison Inc | ED | Shares | $1.1M | 10K |
| Ishares Tr | SUB | Shares | $1.1M | 10K |
| Ishares Tr | MUB | Shares | $936K | 9K |
| Eli Lilly & Co | LLY | Shares | $932K | 1K |
| Ishares Tr | IJR | Shares | $927K | 7K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.