Edgemoor Investment Advisors, Inc. Portfolio Holdings

Edgemoor Investment Advisors, Inc.

  • $1.12 Billion
  • Q2 2025

Edgemoor Investment Advisors, Inc. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.12 Billion distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $105M, Berkshire Hathaway Inc Class B with a value of $74.8M, Apple Inc. with a value of $71.7M, United Rentals, Inc. with a value of $54M, and Broadcom Inc. with a value of $46.9M.

Examining the 13F form we can see an increase of $66.5M in the current position value, from $1.06B to 1.12B.

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

Portfolio value $1.12 Billion
Technology: $310 Million
Financial Services: $193 Million
Consumer Cyclical: $145 Million
Industrials: $112 Million
Communication Services: $85 Million
Healthcare: $65.7 Million
Utilities: $63.5 Million
Real Estate: $57.9 Million
Other: $86 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$105 Million 9.33% of portfolio
210,998
Q2 2025 Reduced 2.15%
$621B
$74.8 Million 6.66% of portfolio
154,068
Q2 2025 Reduced 2.78%
$3.69T
$71.7 Million 6.38% of portfolio
349,630
Q2 2025 Reduced 3.06%
$63.6B
$54 Million 4.8% of portfolio
71,645
Q2 2025 Reduced 2.75%
$127B
$46.9 Million 4.17% of portfolio
170,098
Q2 2025 Reduced 2.36%
$152B
$44.3 Million 3.94% of portfolio
199,595
Q2 2025 Reduced 1.07%
$2.26T
$39.6 Million 3.52% of portfolio
180,296
Q2 2025 Reduced 0.94%
$1.24T
$38.4 Million 3.42% of portfolio
216,720
Q2 2025 Reduced 5.7%
$13.8B
$29.3 Million 2.61% of portfolio
179,439
Q2 2025 Reduced 3.19%
$162B
$27.5 Million 2.45% of portfolio
150,385
Q2 2025 Reduced 1.96%
$1.21T
$27.4 Million 2.43% of portfolio
155,274
Q2 2025 Reduced 0.37%
$456B
$27.1 Million 2.41% of portfolio
171,577
Q2 2025 Added 0.18%
$99.5B
$24.9 Million 2.22% of portfolio
56,024
Q2 2025 Reduced 1.36%
$123B
$22.7 Million 2.02% of portfolio
151,844
Q2 2025 Reduced 0.54%
$31.7B
$22.4 Million 1.99% of portfolio
202,603
Q2 2025 Reduced 2.07%
$551B
$21.4 Million 1.91% of portfolio
60,341
Q2 2025 Reduced 2.49%
$86.2B
$16.5 Million 1.47% of portfolio
56,639
Q2 2025 Reduced 2.5%
$179B
$16.4 Million 1.46% of portfolio
179,901
Q2 2025 Added 0.95%
$1.27T
$15.3 Million 1.36% of portfolio
67,745
Q2 2025 Added 0.45%
$0
$15 Million 1.34% of portfolio
684,870
Q2 2025 Reduced 5.24%
$257B
$13.4 Million 1.19% of portfolio
110,739
Q2 2025 Reduced 1.42%
$153B
$12.8 Million 1.14% of portfolio
25,249
Q2 2025 Added 0.31%
$57.5B
$12.8 Million 1.14% of portfolio
123,004
Q2 2025 Reduced 3.04%
$185B
$12.2 Million 1.09% of portfolio
143,617
Q2 2025 Reduced 0.23%
$0
$11.9 Million 1.06% of portfolio
234,465
Q2 2025 Added 1.79%
$258B
$11.2 Million 1.0% of portfolio
159,653
Q2 2025 Added 1.06%
$55.4B
$11.2 Million 1.0% of portfolio
69,967
Q2 2025 Added 0.52%
$35.6B
$10.4 Million 0.93% of portfolio
180,996
Q2 2025 Added 1.97%
$18.5B
$10 Million 0.89% of portfolio
120,848
Q2 2025 Reduced 2.38%
$182B
$9.75 Million 0.87% of portfolio
225,269
Q2 2025 Added 1.41%
$68.2B
$9.49 Million 0.84% of portfolio
306,179
Q2 2025 Reduced 1.45%
$187B
$9.29 Million 0.83% of portfolio
22,924
Q2 2025 Added 25.8%
$44.3B
$9.36 Million 0.83% of portfolio
91,153
Q2 2025 Added 2.36%
$203B
$8.47 Million 0.75% of portfolio
292,709
Q2 2025 Reduced 1.33%
$49.2B
$8.28 Million 0.74% of portfolio
28,210
Q2 2025 Added 0.48%
$0
$8.13 Million 0.72% of portfolio
143,084
Q2 2025 Added 3.98%
$141B
$7.32 Million 0.65% of portfolio
105,431
Q2 2025 Reduced 1.53%
-
$7.19 Million 0.64% of portfolio
208,357
Q2 2025 Reduced 0.2%
$48.7B
$7.16 Million 0.64% of portfolio
41,048
Q2 2025 Reduced 2.75%
$102B
$7.09 Million 0.63% of portfolio
77,216
Q2 2025 Reduced 10.65%
$0
$6.39 Million 0.57% of portfolio
628,648
Q2 2025 Reduced 1.62%
$24.2B
$6.43 Million 0.57% of portfolio
174,928
Q2 2025 Reduced 1.02%
$217B
$6.21 Million 0.55% of portfolio
1,072
Q2 2025 Added 2.39%
$16.7B
$5.88 Million 0.52% of portfolio
85,358
Q2 2025 Added 5.3%
$138B
$5.73 Million 0.51% of portfolio
236,569
Q2 2025 Added 10.77%
$79.5B
$5.45 Million 0.48% of portfolio
43,495
Q2 2025 Added 4.06%
$59.7B
$4.88 Million 0.43% of portfolio
166,051
Q2 2025 Reduced 2.52%
$0
$4.53 Million 0.4% of portfolio
7,299
Q2 2025 Added 0.01%
$22.8B
$4.22 Million 0.38% of portfolio
66,378
Q2 2025 Added 4.96%

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $1.12 Billion
  • Prior Value $1.06 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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