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 | 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 |
| Q2 2026 as of | New | CrowdStrike Holdings, Inc. Common stock | $351.0K | +460 | 460 0.02% 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 |
| Q2 2026 as of | New | Kla Corp Common stock | $301.7K | +1K | 1,000 0.02% 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 |
| Q2 2026 as of | New | 808524698 Common stock | $281.5K | +12K | 12,433 0.02% 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 | Trim | Williams Sonoma Inc Common stock | $-274.4K | -1K -0.69% | 170,565 2.71% 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 |
| Q1 2026 as of | Exit | ServiceNow Inc Common stock | $-263.1K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Add | Netflix Inc Common stock | $262.5K | +4K +17.43% | 24,777 0.12% 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 |
| Q1 2026 as of | New | 670657105 Common stock | $260.7K | +23K | 23,217 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 |
| Q2 2026 as of | New | Palantir Technologies Inc Common stock | $253.8K | +2K | 2,175 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 | 808524862 Common stock | $250.7K | +10K | 10,386 0.02% of portfolio | low |
| Q1 2026 as of | Exit | 81369Y209 Common stock | $-247.7K | -2K -100.00% | 0 | low |
| Q1 2026 as of | New | 92206C870 Common stock | $244.3K | +3K | 2,952 0.02% of portfolio | low |
| Q2 2026 as of | Exit | 92206C870 Common stock | $-244.3K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Add | NZF Nuveen Municipal Credit Income Fund Closed-End Fund | $242.3K | +19K +6.71% | 303,993 0.26% of portfolio | low |
| Q2 2026 as of | New | 92204A702 Common stock | $239.5K | +2K | 2,003 0.02% of portfolio | low |
| Q2 2026 as of | New | 464287549 Common stock | $237.2K | +1K | 1,450 0.02% of portfolio | low |
| Q2 2026 as of | New | Lam Research Corp Common stock | $234.9K | +542 | 542 0.02% of portfolio | low |
| Q2 2026 as of | New | Qnity Electronics, Inc. Common stock | $234.8K | +1K | 1,438 0.02% of portfolio | low |
| Q2 2026 as of | New | CARRIER GLOBAL Corp Common stock | $231.6K | +3K | 3,158 0.02% of portfolio | low |
| Q2 2026 as of | Add | Pfizer Inc Common stock | $227.0K | +9K +3.33% | 292,257 0.48% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $226.8K | +608 +0.29% | 209,741 5.34% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $225.5K | +746 +1.22% | 61,699 1.27% of portfolio | low |
| Q2 2026 as of | Add | 922908629 Common stock | $221.6K | +3K +252.29% | 3,840 0.02% of portfolio | low |
| Q2 2026 as of | Add | General Mills Inc Common stock | $221.2K | +6K +10.06% | 69,529 0.17% of portfolio | low |
| Q2 2026 as of | New | 464287481 Common stock | $221.1K | +2K | 1,510 0.02% of portfolio | low |
| Q1 2026 as of | Add | Deere & Co Common stock | $220.8K | +392 +1.51% | 26,369 1.01% of portfolio | low |
| Q2 2026 as of | New | 78464A102 Common stock | $220.3K | +564 | 564 0.02% of portfolio | low |
| Q2 2026 as of | Exit | Paychex Inc Common stock | $-220.2K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Palantir Technologies Inc Common stock | $-219.5K | -1K -100.00% | 0 | low |
| Q2 2026 as of | New | 808524201 Common stock | $217.7K | +7K | 7,398 0.01% of portfolio | low |
| Q2 2026 as of | New | Marvell Technology, Inc. Common stock | $216.0K | +725 | 725 0.01% of portfolio | low |