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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.9 Million 1.06% of portfolio
234,465
Q2 2025 Added 1.79%
$0
$8.13 Million 0.72% of portfolio
143,084
Q2 2025 Added 3.98%
$0
$4.53 Million 0.4% of portfolio
7,299
Q2 2025 Added 0.01%
$0
$2.23 Million 0.2% of portfolio
22,442
Q2 2025 Reduced 2.69%
$0
$1.6 Million 0.14% of portfolio
3,762
Q1 2025 Reduced 7.61%
$0
$1.26 Million 0.11% of portfolio
11,405
Q2 2025 Reduced 16.2%
$0
$1.18 Million 0.1% of portfolio
2,078
Q1 2025 Reduced 2.99%
$0
$1.14 Million 0.1% of portfolio
18,354
Q2 2025 Added 0.64%
$0
$941,000 0.08% of portfolio
8,853
Q2 2025 Added 196.58%
$0
$765,000 0.07% of portfolio
7,005
Q2 2025 Reduced 14.3%
$0
$769,000 0.07% of portfolio
7,363
Q2 2025 Reduced 25.35%
$0
$663,000 0.06% of portfolio
3,393
Q3 2024 Added 1.59%
$0
$697,000 0.06% of portfolio
13,555
Q2 2025 Added 1.88%
$0
$548,000 0.05% of portfolio
5,960
Q1 2022 Added 23.65%
$0
$486,000 0.04% of portfolio
2,506
Q1 2025 Reduced 13.76%
$0
$298,000 0.03% of portfolio
5,660
Q2 2025 Added 4.62%
$0
$372,000 0.03% of portfolio
5,129
Q2 2022 New
$0
$310,000 0.03% of portfolio
503
Q2 2025 Added 19.48%
$0
$327,000 0.03% of portfolio
10,683
Q2 2025 Added 5.95%
$0
$364,000 0.03% of portfolio
5,310
Q1 2025 Reduced 50.0%
$0
$217,000 0.02% of portfolio
4,450
Q4 2024 New
$0
$277,000 0.02% of portfolio
3,320
Q2 2025 Added 6.04%
$0
$209,000 0.02% of portfolio
1,510
Q2 2025 New
$0
$215,000 0.02% of portfolio
1,600
Q4 2024 Reduced 19.56%
$0
$237,000 0.02% of portfolio
2,153
Q2 2025 New
$0
$226,000 0.02% of portfolio
895
Q2 2025 New
$0
$233,000 0.02% of portfolio
1,770
Q3 2024 Reduced 10.52%
$0
$262,000 0.02% of portfolio
475
Q2 2025 New
$0
$217,000 0.02% of portfolio
4,054
Q2 2025 Added 5.16%

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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