Institutions / Edgemoor Investment Advisors, Inc. / Activity
Activity — Edgemoor Investment Advisors, Inc.
120 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 | Add | Booking Holdings Inc Common stock | $5.32M | +30K +2395.99% | 31,100 0.38% of portfolio | medium |
| 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 | Add | 464287614 Common stock | $1.40M | +11K +300.00% | 15,048 0.13% 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 | 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 |
| 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 | 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 |
| Q1 2026 as of | Add | 09255X100 Common stock | $354.5K | +32K +10.86% | 328,384 0.25% of portfolio | low |
| Q1 2026 as of | Add | Vertiv Holdings Co Common stock | $351.3K | +1K +3.13% | 46,149 0.79% of portfolio | low |
| Q1 2026 as of | Add | Realty Income Corp Common stock | $345.8K | +6K +2.75% | 211,044 0.88% of portfolio | low |
| Q1 2026 as of | Add | Citigroup Inc Common stock | $340.1K | +3K +2.09% | 146,793 1.14% of portfolio | low |
| Q1 2026 as of | Add | United Parcel Service Inc Common stock | $338.0K | +3K +13.13% | 29,611 0.20% of portfolio | low |
| Q1 2026 as of | Add | General Dynamics Corp Common stock | $331.2K | +965 +1.70% | 57,867 1.35% of portfolio | low |
| Q1 2026 as of | Add | Slb LIMITED/NV Common stock | $322.4K | +6K +8.97% | 76,237 0.27% of portfolio | low |
| Q1 2026 as of | Add | Blackstone Inc Common stock | $317.5K | +3K +1.79% | 156,613 1.23% of portfolio | low |
| Q2 2026 as of | Add | Blackstone Inc Common stock | $315.4K | +3K +1.71% | 159,293 1.28% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $313.4K | +1K +0.71% | 154,362 3.03% of portfolio | low |
| Q2 2026 as of | Add | Realty Income Corp Common stock | $305.1K | +5K +2.33% | 215,968 0.91% of portfolio | low |
| Q1 2026 as of | Add | Booking Holdings Inc Common stock | $303.1K | +72 +6.13% | 1,246 0.36% of portfolio | low |
| Q1 2026 as of | Add | Schwab Charles Corp Common stock | $292.9K | +3K +1.67% | 189,484 1.21% of portfolio | low |
| Q1 2026 as of | Add | US Bancorp \De Common stock | $292.0K | +6K +6.67% | 89,846 0.32% of portfolio | low |
| Q1 2026 as of | Add | Evergy, Inc. Common stock | $273.0K | +3K +3.68% | 93,923 0.52% of portfolio | low |
| Q2 2026 as of | Add | Eversource Energy Common stock | $268.6K | +4K +4.50% | 86,228 0.43% of portfolio | low |
| Q2 2026 as of | Add | Netflix Inc Common stock | $262.5K | +4K +17.43% | 24,777 0.12% of portfolio | low |
| Q1 2026 as of | Add | Vertex Pharmaceuticals Inc / Ma Common stock | $257.2K | +576 +1.05% | 55,415 1.69% of portfolio | low |
| Q2 2026 as of | Add | 46434V878 Common stock | $253.3K | +5K +1.79% | 284,762 0.98% of portfolio | low |