Edgemoor Investment Advisors, Inc. Portfolio Holdings

Edgemoor Investment Advisors, Inc.

  • $1.26 Billion
  • Q3 2025

Edgemoor Investment Advisors, Inc. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.26 Billion distributed in 190 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $110M, Apple Inc. with a value of $88.4M, Berkshire Hathaway Inc Class B with a value of $77.4M, United Rentals, Inc. with a value of $67.7M, and Broadcom Inc. with a value of $56.1M.

Examining the 13F form we can see an increase of $135M in the current position value, from $1.12B to 1.26B.

Below you can find more details about Edgemoor Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.26 Billion
Technology: $357 Million
Financial Services: $206 Million
Consumer Cyclical: $161 Million
Industrials: $130 Million
Communication Services: $111 Million
Utilities: $69.5 Million
Healthcare: $60.4 Million
Real Estate: $60.3 Million
Other: $96.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$110 Million 8.73% of portfolio
212,314
Q3 2025 Added 0.62%
$4.3T
$88.4 Million 7.02% of portfolio
347,332
Q3 2025 Reduced 0.66%
$662B
$77.4 Million 6.14% of portfolio
153,879
Q3 2025 Reduced 0.12%
$55.9B
$67.7 Million 5.37% of portfolio
70,899
Q3 2025 Reduced 1.04%
$139B
$56.1 Million 4.45% of portfolio
170,041
Q3 2025 Reduced 0.03%
$1.74T
$53.1 Million 4.22% of portfolio
218,112
Q3 2025 Added 0.64%
$140B
$50.1 Million 3.98% of portfolio
199,436
Q3 2025 Reduced 0.08%
$2.39T
$39.9 Million 3.16% of portfolio
181,520
Q3 2025 Added 0.68%
$1.65T
$37.6 Million 2.99% of portfolio
154,644
Q3 2025 Reduced 0.41%
$12.2B
$34.6 Million 2.75% of portfolio
177,267
Q3 2025 Reduced 1.21%
$465B
$32.5 Million 2.58% of portfolio
174,364
Q3 2025 Added 1.62%
$197B
$30.9 Million 2.45% of portfolio
150,824
Q3 2025 Added 0.29%
$98.1B
$26 Million 2.07% of portfolio
152,274
Q3 2025 Added 0.28%
$30.9B
$25.5 Million 2.03% of portfolio
202,503
Q3 2025 Reduced 0.05%
$111B
$21.6 Million 1.72% of portfolio
55,194
Q3 2025 Reduced 1.48%
$533B
$20.8 Million 1.65% of portfolio
60,810
Q3 2025 Added 0.78%
$1.46T
$19.1 Million 1.52% of portfolio
68,377
Q3 2025 Added 0.93%
$94.5B
$19.2 Million 1.52% of portfolio
56,308
Q3 2025 Reduced 0.58%
$167B
$17.2 Million 1.36% of portfolio
180,055
Q3 2025 Added 0.09%
$0
$14.8 Million 1.18% of portfolio
291,680
Q3 2025 Added 24.4%
$190B
$14.6 Million 1.16% of portfolio
143,436
Q3 2025 Reduced 0.13%
$0
$14.4 Million 1.14% of portfolio
704,039
Q3 2025 Added 2.8%
$283B
$14 Million 1.11% of portfolio
109,040
Q3 2025 Reduced 1.53%
$62.3B
$13.8 Million 1.09% of portfolio
122,533
Q3 2025 Reduced 0.38%
$59.8B
$13.1 Million 1.04% of portfolio
69,821
Q3 2025 Reduced 0.21%
$144B
$11.9 Million 0.95% of portfolio
26,098
Q3 2025 Added 3.36%
$35.1B
$11.8 Million 0.94% of portfolio
193,718
Q3 2025 Added 7.03%
$270B
$11.5 Million 0.91% of portfolio
161,029
Q3 2025 Added 0.86%
$19.3B
$11.1 Million 0.88% of portfolio
118,967
Q3 2025 Reduced 1.56%
$172B
$9.97 Million 0.79% of portfolio
226,735
Q3 2025 Added 0.65%
$70.2B
$9.49 Million 0.75% of portfolio
303,337
Q3 2025 Reduced 0.93%
$181B
$9.09 Million 0.72% of portfolio
321,946
Q3 2025 Added 9.99%
$39.2B
$8.95 Million 0.71% of portfolio
92,769
Q3 2025 Added 1.77%
$0
$8.66 Million 0.69% of portfolio
151,636
Q3 2025 Added 5.98%
$222B
$8.39 Million 0.67% of portfolio
17,303
Q3 2025 Reduced 24.52%
$48.1B
$8.23 Million 0.65% of portfolio
28,496
Q3 2025 Added 1.01%
$168B
$7.92 Million 0.63% of portfolio
104,896
Q3 2025 Reduced 0.51%
-
$7.35 Million 0.58% of portfolio
212,776
Q3 2025 Added 2.12%
$98.6B
$7.21 Million 0.57% of portfolio
76,046
Q3 2025 Reduced 1.52%
$45.5B
$6.98 Million 0.55% of portfolio
40,354
Q3 2025 Reduced 1.69%
$17.6B
$6.7 Million 0.53% of portfolio
88,139
Q3 2025 Added 3.26%
$25B
$6.69 Million 0.53% of portfolio
172,530
Q3 2025 Reduced 1.37%
$141B
$6.48 Million 0.51% of portfolio
254,401
Q3 2025 Added 7.54%
$79.5B
$6.46 Million 0.51% of portfolio
51,594
Q3 2025 Added 18.62%
$0
$6.34 Million 0.5% of portfolio
9,468
Q3 2025 Added 29.72%
$0
$5.98 Million 0.47% of portfolio
600,577
Q3 2025 Reduced 4.47%
$191B
$5.97 Million 0.47% of portfolio
1,106
Q3 2025 Added 3.17%
$25.4B
$5.18 Million 0.41% of portfolio
72,758
Q3 2025 Added 9.61%
$61.6B
$4.66 Million 0.37% of portfolio
164,731
Q3 2025 Reduced 0.79%

Summary

  • Portfolio
  • No. of Stocks 190
  • Current Value $1.26 Billion
  • Prior Value $1.12 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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