Institutions / Edgemoor Investment Advisors, Inc.
Edgemoor Investment Advisors, Inc.
CIK 1313792 · Institution · as of Jun 30, 2026
Portfolio value
$1.47B
Positions
188
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$1.47B+15.3%Positions
188+10.6%Top holdings
Jun 30, 2026View all 188 →
| Company | Value | % of portfolio |
|---|---|---|
| Applied Materials Inc /De | $106.08M | 7.2% |
| Apple Inc. | $98.74M | 6.7% |
| United Rentals Inc | $78.66M | 5.4% |
| Microsoft Corp | $78.24M | 5.3% |
| Warren E. Buffett | $75.22M | 5.1% |
| Alphabet Inc. | $71.36M | 4.9% |
| Broadcom Inc. | $62.74M | 4.3% |
| Alphabet Inc. | $55.34M | 3.8% |
| Lowes Companies Inc | $43.86M | 3.0% |
| Amazon.com Inc | $43.25M | 3.0% |
| Williams Sonoma Inc | $39.76M | 2.7% |
| NVIDIA Corp | $35.77M | 2.4% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $33.17M | 2.3% |
| Vertex Pharmaceuticals Inc / Ma | $27.33M | 1.9% |
| Johnson Controls International plc | $26.86M | 1.8% |
| Visa Inc | $21.20M | 1.4% |
| Citigroup Inc | $20.68M | 1.4% |
| General Dynamics Corp | $20.44M | 1.4% |
| Blackstone Inc | $18.74M | 1.3% |
| BlackRock, Inc. | $17.90M | 1.2% |
| Schwab Charles Corp | $17.88M | 1.2% |
| Lennar Corp /New | $17.88M | 1.2% |
| American Electric Power Co Inc | $16.88M | 1.2% |
| Deere & Co | $16.75M | 1.1% |
| Simon Property Group Inc | $15.45M | 1.1% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | ELI LILLY & Co Common stock | $12.02M | +10K +989.04% | 11,032 0.90% of portfolio | medium |
| Q2 2026 as of | Trim | 66987V109 Common stock | $-8.74M | -56K -51.35% | 52,824 0.56% of portfolio | medium |
| Q2 2026 as of | Exit | Clearway Energy, Inc. Common stock | $-8.44M | -216K -100.00% | 0 | medium |
| Q2 2026 as of | New | Clearway Energy, Inc. Common stock | $7.25M | +212K | 211,992 0.49% of portfolio | medium |
| Q2 2026 as of | Add | Booking Holdings Inc Common stock | $5.32M | +30K +2395.99% | 31,100 0.38% of portfolio | medium |
| Q1 2026 as of | New | 78463V107 Common stock | $3.96M | +9K | 9,213 0.27% of portfolio | low |
| Q1 2026 as of | Add | Palo Alto Networks Inc Common stock | $2.65M | +17K +1342.65% | 17,759 0.19% of portfolio | low |
| Q2 2026 as of | New | The Boeing Company Common stock | $2.45M | +11K | 11,322 0.17% of portfolio | low |
| Q2 2026 as of | Trim | Applied Materials Inc /De Common stock | $-2.03M | -3K -1.88% | 146,720 7.24% of portfolio | low |
| Q2 2026 as of | New | 97717W851 Common stock | $2.02M | +12K | 11,655 0.14% of portfolio | low |