Edgemoor Investment Advisors, Inc. Reduced Holdings in Q3 2025

Edgemoor Investment Advisors, Inc.

  • $1.26 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-830
- 1.48%
$366.54 - $479.53 $304K - $398K
55.2K $21.6M
MRK
Merck & Co., Inc.

Healthcare
-39.2K
- 89.46%
$77.6 - $87.37 $3.04M - $3.42M
4.62K $387K
ACN
Accenture PLC

Technology
-2.46K
- 39.06%
$232.56 - $304.78 $571K - $749K
3.83K $945K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-5.62K
- 24.52%
$404.94 - $499.99 $2.28M - $2.81M
17.3K $8.39M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.73K
- 29.97%
$97.75 - $100.75 $657K - $678K
15.7K $1.58M
OKE
Oneok Inc

Energy
-594
- 1.3%
$71.36 - $83.47 $42.4K - $49.6K
45K $3.28M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-28.1K
- 4.47%
$9.91 - $10.26 $278K - $288K
601K $5.98M
WY
Weyerhaeuser CO

Real Estate
-9.54K
- 25.96%
$24.1 - $26.83 $230K - $256K
27.2K $674K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-9.85K
- 18.8%
$71.86 - $87.45 $708K - $862K
42.6K $3.55M
KMI
Kinder Morgan, Inc.

Energy
-1.32K
- 0.79%
$26.23 - $28.5 $34.6K - $37.6K
165K $4.66M
SUB
Ishares Short Term National Mu

ETFs
-900
- 10.17%
$106.17 - $107.3 $95.6K - $96.6K
7.95K $849K
MKL
Markel Corp

Financial Services
-40
- 26.67%
$1898.34 - $2031.8 $75.9K - $81.3K
110 $210K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-1.18K
- 1.71%
$13.69 - $15.48 $16.2K - $18.3K
68K $931K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.28K
- 25.0%
$72.65 - $78.68 $93.1K - $101K
3.85K $301K
NOW
Service Now, Inc.

Technology
-16
- 3.49%
$850.86 - $1044.69 $13.6K - $16.7K
443 $407K
ADP
Automatic Data Processing Inc

Industrials
-67
- 2.49%
$288.69 - $310.94 $19.3K - $20.8K
2.62K $769K
JFR
Nuveen Floating Rate Income Fund

Financial Services
-3.16K
- 4.41%
$8.07 - $8.58 $25.5K - $27.1K
68.4K $559K
SHV
Ishares Tr

ETFs
-300
- 2.63%
$110.06 - $110.49 $33K - $33.1K
11.1K $1.23M
KKR
Kkr & Co. Inc.

Financial Services
-12
- 0.24%
$129.95 - $152.16 $1.56K - $1.83K
4.89K $634K
MUB
Ishares National Muni Bond ETF

ETFs
-290
- 3.94%
$103.24 - $106.68 $29.9K - $30.9K
7.07K $753K
MAR
Marriott International Inc

Consumer Cyclical
-18
- 2.14%
$255.35 - $282.87 $4.6K - $5.09K
825 $214K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.13K
- 6.13%
$62.09 - $66.51 $69.9K - $74.8K
17.2K $1.12M
EPD
Enterprise Products Partners L.P.

Energy
-2.84K
- 0.93%
$30.74 - $32.14 $87.4K - $91.3K
303K $9.49M
IVE
Ishares S&P 500 Value ETF

ETFs
-200
- 5.89%
$194.44 - $206.51 $38.9K - $41.3K
3.19K $659K
Millrose Pptys Inc
-4.19K
- 4.79%
N/A
83.2K $0
Blackrock Inc
-20
- 0.11%
N/A
18.3K $0
Wells Fargo CO New
-86
- 2.76%
N/A
3.03K $0
Veralto Corp
-23
- 0.94%
N/A
2.41K $0
Rlj Lodging Tr
-980
- 1.32%
N/A
73.4K $0
AXP
American Express CO

Financial Services
-31
- 3.3%
$294.27 - $342.31 $9.12K - $10.6K
907 $301K
QCOM
Qualcomm Inc

Technology
-19
- 0.83%
$145.84 - $173.55 $2.77K - $3.3K
2.26K $375K
SYY
Sysco Corp

Consumer Defensive
-25
- 0.87%
$76.33 - $82.51 $1.91K - $2.06K
2.85K $234K
DD
Du Pont De Nemours, Inc.

Basic Materials
-107
- 3.57%
$69.9 - $78.26 $7.48K - $8.37K
2.89K $225K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-221
- 0.08%
$10.81 - $11.15 $2.39K - $2.46K
266K $2.94M
SO
Southern CO

Utilities
-1.17K
- 1.52%
$90.83 - $96.0 $106K - $112K
76K $7.21M
PBA
Pembina Pipeline Corp

Energy
-167
- 0.19%
$35.5 - $40.58 $5.93K - $6.78K
87.3K $3.53M
CNP
Centerpoint Energy Inc

Utilities
-2.4K
- 1.37%
$35.77 - $39.16 $85.8K - $93.9K
173K $6.69M
ATO
Atmos Energy Corp

Utilities
-993
- 3.56%
$151.51 - $170.75 $150K - $170K
26.9K $4.59M
JNJ
Johnson & Johnson

Healthcare
-30
- 0.28%
$155.17 - $185.42 $4.66K - $5.56K
10.8K $2.01M
XEL
Xcel Energy Inc

Utilities
-1.14K
- 3.19%
$67.56 - $80.65 $77K - $91.9K
34.6K $2.79M
WELL
Welltower Inc.

Real Estate
-185
- 1.15%
$150.71 - $178.14 $27.9K - $33K
15.9K $2.83M
ORCL
Oracle Corp

Technology
-25
- 0.28%
$218.96 - $328.33 $5.47K - $8.21K
8.98K $2.53M
NVS
Novartis Ag

Healthcare
-1.7K
- 1.53%
$113.5 - $129.73 $193K - $220K
109K $14M
NEE
Nextera Energy Inc

Utilities
-535
- 0.51%
$69.77 - $77.54 $37.3K - $41.5K
105K $7.92M
JCI
Johnson Controls International PLC

Industrials
-1.85K
- 0.98%
$103.24 - $111.73 $191K - $207K
187K $20.6M
AEP
American Electric Power CO Inc

Utilities
-471
- 0.38%
$103.26 - $115.0 $48.6K - $54.2K
123K $13.8M
ETR
Entergy Corp

Utilities
-1.88K
- 1.56%
$80.93 - $93.55 $152K - $176K
119K $11.1M
SPG
Simon Property Group Inc

Real Estate
-146
- 0.21%
$159.93 - $187.67 $23.3K - $27.4K
69.8K $13.1M
C
Citigroup Inc

Financial Services
-181
- 0.13%
$85.57 - $103.49 $15.5K - $18.7K
143K $14.6M
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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