Edgemoor Investment Advisors, Inc. New Holdings in Q3 2025

Edgemoor Investment Advisors, Inc.

  • $1.26 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CPRT
Copart Inc

Consumer Cyclical
37.2K
New
$44.6 - $49.97 $1.66M - $1.86M
37.2K $1.67M
INTU
Intuit Inc

Technology
2.01K
New
$646.03 - $807.39 $1.3M - $1.62M
2.01K $1.37M
TFC
Truist Financial Corp

Financial Services
23.2K
New
$42.83 - $47.07 $994K - $1.09M
23.2K $1.06M
IYW
Ishares Dj Us Tech ETF

ETFs
3.6K
New
$171.38 - $197.01 $617K - $709K
3.6K $705K
BAC
Bank Of America Corp

Financial Services
11.3K
New
$44.92 - $52.42 $508K - $593K
11.3K $583K
UBSI
United Bankshares Inc

Financial Services
11.5K
New
$35.03 - $38.73 $403K - $445K
11.5K $427K
STLD
Steel Dynamics Inc

Basic Materials
3.9K
New
N/A
3.9K $383K
FFBC
First Financial Bancorp

Financial Services
15.1K
New
$23.55 - $26.79 $354K - $403K
15.1K $380K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.87K
New
$185.88 - $207.44 $347K - $387K
1.87K $374K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2K
New
$136.48 - $142.97 $273K - $286K
2K $280K
CG
Carlyle Group Inc.

Financial Services
4.41K
New
$52.82 - $69.35 $233K - $306K
4.41K $276K
WM
Waste Management Inc

Industrials
1.23K
New
$213.88 - $237.1 $262K - $291K
1.23K $270K
DUK
Duke Energy Corp

Utilities
2.13K
New
$116.31 - $125.93 $247K - $268K
2.13K $263K
CAT
Caterpillar Inc

Industrials
543
New
$390.92 - $477.15 $212K - $259K
543 $259K
NSC
Norfolk Southern Corp

Industrials
820
New
$259.49 - $300.41 $213K - $246K
820 $246K
PLTR
Palantir Technologies Inc.

Technology
1.35K
New
$130.68 - $186.97 $176K - $251K
1.35K $245K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
3.2K
New
$67.91 - $74.71 $217K - $239K
3.2K $235K
MU
Micron Technology Inc

Technology
1.36K
New
$104.88 - $168.89 $142K - $229K
1.36K $226K
IWM
Ishares Russell 2000 ETF

ETFs
905
New
$214.92 - $244.84 $195K - $222K
905 $218K
GLW
Corning Inc

Technology
2.6K
New
$51.6 - $82.03 $134K - $213K
2.6K $213K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.1K
New
$181.56 - $190.33 $199K - $209K
1.1K $208K
IGM
Ishares Expanded Tech Sector E

ETFs
1.65K
New
$110.96 - $127.67 $183K - $211K
1.65K $207K
Cava Group Inc
20K
New
N/A
20K $0
Activity Summary
Buys All Purchases 105 New Holdings 24 Increased Positions 81 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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