Institutions / Edgemoor Investment Advisors, Inc. / Activity
Activity — Edgemoor Investment Advisors, Inc.
280 moves.
| 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 |
| Q2 2026 as of | Exit | Intuit Inc. Common stock | $-1.94M | -4K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Copart Inc Common stock | $-1.72M | -52K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Adobe Inc. Common stock | $-1.56M | -4K -100.00% | 0 | low |
| Q2 2026 as of | Add | 464287614 Common stock | $1.40M | +11K +300.00% | 15,048 0.13% of portfolio | low |
| Q1 2026 as of | Exit | Accenture plc Common stock | $-884.9K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-824.0K | -2K -1.14% | 201,966 4.87% of portfolio | low |
| Q2 2026 as of | Trim | United Rentals Inc Common stock | $-774.9K | -684 -0.98% | 69,431 5.37% of portfolio | low |
| Q2 2026 as of | Trim | 464287200 Common stock | $-744.4K | -994 -13.55% | 6,344 0.32% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-741.0K | -3K -1.25% | 204,298 4.00% of portfolio | low |
| Q1 2026 as of | Add | Netflix Inc Common stock | $729.6K | +8K +56.16% | 21,100 0.14% of portfolio | low |
| Q1 2026 as of | Add | General Mills Inc Common stock | $667.1K | +18K +39.61% | 63,174 0.16% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $631.1K | +3K +1.80% | 178,764 2.44% of portfolio | low |
| Q1 2026 as of | Add | Verizon Communications Inc Common stock | $629.5K | +13K +6.05% | 219,659 0.75% of portfolio | low |
| Q1 2026 as of | Add | G16258108 Common stock | $599.6K | +18K +31.27% | 77,112 0.17% of portfolio | low |
| Q1 2026 as of | Add | 464287226 Common stock | $593.5K | +6K +35.47% | 22,836 0.15% of portfolio | low |
| Q2 2026 as of | New | Intel Corp Common stock | $558.5K | +4K | 4,000 0.04% of portfolio | low |
| Q2 2026 as of | Add | Micron Technology Inc Common stock | $556.5K | +482 +35.55% | 1,838 0.14% of portfolio | low |
| Q2 2026 as of | Add | 09255X100 Common stock | $554.5K | +50K +15.36% | 378,838 0.28% of portfolio | low |
| Q1 2026 as of | Add | Uber Technologies, Inc Common stock | $549.1K | +8K +19.52% | 46,739 0.23% of portfolio | low |
| Q1 2026 as of | Add | 46641Q332 Common stock | $537.3K | +9K +5.87% | 170,927 0.66% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $519.4K | +2K +1.39% | 182,558 2.59% of portfolio | low |
| Q1 2026 as of | Add | First Solar Inc Common stock | $515.4K | +3K +33.47% | 10,420 0.14% of portfolio | low |
| Q1 2026 as of | Add | Intuit Inc. Common stock | $507.2K | +1K +35.32% | 4,494 0.13% of portfolio | low |
| Q2 2026 as of | Add | US Bancorp \De Common stock | $504.8K | +8K +9.30% | 98,204 0.40% of portfolio | low |
| Q2 2026 as of | Add | United Parcel Service Inc Common stock | $498.8K | +5K +15.67% | 34,251 0.25% of portfolio | low |
| Q2 2026 as of | Add | First Solar Inc Common stock | $475.9K | +2K +19.36% | 12,437 0.20% of portfolio | low |
| Q1 2026 as of | Add | NZF Nuveen Municipal Credit Income Fund Closed-End Fund | $474.3K | +39K +15.83% | 284,883 0.24% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $472.3K | +1K +0.61% | 209,133 5.28% of portfolio | low |
| Q2 2026 as of | Trim | Lennar Corp /New Common stock | $-462.1K | -5K -2.52% | 197,624 1.22% of portfolio | low |
| Q1 2026 as of | Add | Eversource Energy Common stock | $455.4K | +7K +8.66% | 82,511 0.39% of portfolio | low |
| Q2 2026 as of | Add | Palo Alto Networks Inc Common stock | $420.8K | +1K +6.95% | 18,993 0.44% of portfolio | low |
| Q1 2026 as of | Add | Pfizer Inc Common stock | $418.4K | +15K +5.56% | 282,832 0.54% of portfolio | low |
| Q1 2026 as of | Add | Thermo Fisher Scientific Inc. Common stock | $400.1K | +814 +4.71% | 18,085 0.61% of portfolio | low |
| Q2 2026 as of | Add | Schwab Charles Corp Common stock | $400.0K | +4K +2.29% | 193,819 1.22% of portfolio | low |
| Q2 2026 as of | Trim | Warren E. Buffett Common stock | $-398.8K | -797 -0.53% | 150,326 5.13% of portfolio | low |
| Q1 2026 as of | Trim | Williams Sonoma Inc Common stock | $-394.6K | -2K -1.24% | 171,742 2.14% of portfolio | low |
| Q2 2026 as of | Add | Starwood Property Trust, Inc. Common stock | $376.8K | +23K +11.11% | 229,987 0.26% of portfolio | low |
| Q2 2026 as of | Add | 46641Q332 Common stock | $370.1K | +7K +3.83% | 177,479 0.68% of portfolio | low |
| Q1 2026 as of | Add | Copart Inc Common stock | $367.8K | +11K +27.24% | 51,743 0.12% of portfolio | low |
| Q1 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $359.2K | +1K +1.55% | 69,777 1.61% of portfolio | low |