Institutions / Edgemoor Investment Advisors, Inc. / Activity
Activity — Edgemoor Investment Advisors, Inc.
280 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | 81369Y209 Common stock | $-247.7K | -2K -100.00% | 0 | low |
| Q2 2026 as of | New | 808524862 Common stock | $250.7K | +10K | 10,386 0.02% of portfolio | low |
| Q2 2026 as of | Add | 46434V878 Common stock | $253.3K | +5K +1.79% | 284,762 0.98% of portfolio | low |
| Q2 2026 as of | New | Palantir Technologies Inc Common stock | $253.8K | +2K | 2,175 0.02% 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 |
| Q1 2026 as of | New | 670657105 Common stock | $260.7K | +23K | 23,217 0.02% of portfolio | low |
| Q2 2026 as of | Trim | Amazon.com Inc Common stock | $-262.4K | -1K -0.60% | 181,457 2.95% 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 | Exit | ServiceNow Inc Common stock | $-263.1K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Add | Eversource Energy Common stock | $268.6K | +4K +4.50% | 86,228 0.43% 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 | Trim | Williams Sonoma Inc Common stock | $-274.4K | -1K -0.69% | 170,565 2.71% of portfolio | low |
| Q2 2026 as of | Trim | 78463V107 Common stock | $-276.3K | -750 -8.14% | 8,463 0.21% of portfolio | low |
| Q2 2026 as of | New | 808524698 Common stock | $281.5K | +12K | 12,433 0.02% 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 | Schwab Charles Corp Common stock | $292.9K | +3K +1.67% | 189,484 1.21% of portfolio | low |
| Q2 2026 as of | New | Kla Corp Common stock | $301.7K | +1K | 1,000 0.02% 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 |
| 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 | Alphabet Inc. Common stock | $313.4K | +1K +0.71% | 154,362 3.03% 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 | Blackstone Inc Common stock | $317.5K | +3K +1.79% | 156,613 1.23% 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 | General Dynamics Corp Common stock | $331.2K | +965 +1.70% | 57,867 1.35% 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 | Citigroup Inc Common stock | $340.1K | +3K +2.09% | 146,793 1.14% 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 |
| Q2 2026 as of | New | CrowdStrike Holdings, Inc. Common stock | $351.0K | +460 | 460 0.02% 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 | 09255X100 Common stock | $354.5K | +32K +10.86% | 328,384 0.25% 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 | Copart Inc Common stock | $367.8K | +11K +27.24% | 51,743 0.12% of portfolio | low |
| Q2 2026 as of | Add | 46641Q332 Common stock | $370.1K | +7K +3.83% | 177,479 0.68% 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 |
| 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 | Trim | Warren E. Buffett Common stock | $-398.8K | -797 -0.53% | 150,326 5.13% 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 |
| Q1 2026 as of | Add | Thermo Fisher Scientific Inc. Common stock | $400.1K | +814 +4.71% | 18,085 0.61% of portfolio | low |
| Q1 2026 as of | Add | Pfizer Inc Common stock | $418.4K | +15K +5.56% | 282,832 0.54% 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 | Eversource Energy Common stock | $455.4K | +7K +8.66% | 82,511 0.39% 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 | Microsoft Corp Common stock | $472.3K | +1K +0.61% | 209,133 5.28% 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 |
| Q2 2026 as of | Add | First Solar Inc Common stock | $475.9K | +2K +19.36% | 12,437 0.20% 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 | US Bancorp \De Common stock | $504.8K | +8K +9.30% | 98,204 0.40% of portfolio | low |
| Q1 2026 as of | Add | Intuit Inc. Common stock | $507.2K | +1K +35.32% | 4,494 0.13% 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 | Amazon.com Inc Common stock | $519.4K | +2K +1.39% | 182,558 2.59% of portfolio | low |