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 Market Cap. of $200 Billions or more

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%
$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%
$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%
$551B
$21.4 Million 1.91% of portfolio
60,341
Q2 2025 Reduced 2.49%
$1.27T
$15.3 Million 1.36% of portfolio
67,745
Q2 2025 Added 0.45%
$257B
$13.4 Million 1.19% of portfolio
110,739
Q2 2025 Reduced 1.42%
$258B
$11.2 Million 1.0% of portfolio
159,653
Q2 2025 Added 1.06%
$203B
$8.47 Million 0.75% of portfolio
292,709
Q2 2025 Reduced 1.33%
$217B
$6.21 Million 0.55% of portfolio
1,072
Q2 2025 Added 2.39%
$203B
$3.47 Million 0.31% of portfolio
43,807
Q2 2025 Reduced 6.12%
$306B
$3.32 Million 0.29% of portfolio
46,877
Q2 2025 Added 1.91%
$859B
$2.1 Million 0.19% of portfolio
7,254
Q2 2025 Added 3.26%
$684B
$1.97 Million 0.18% of portfolio
9,006
Q2 2025 Added 0.84%
$452B
$1.66 Million 0.15% of portfolio
10,875
Q2 2025 Reduced 0.98%
$442B
$1.25 Million 0.11% of portfolio
11,557
Q2 2025 Added 3.39%
$281B
$1.23 Million 0.11% of portfolio
12,613
Q2 2025 Added 0.16%
$405B
$1.02 Million 0.09% of portfolio
2,788
Q2 2025 Added 10.99%
$302B
$815,000 0.07% of portfolio
5,693
Q4 2024 Reduced 1.93%
$439B
$777,000 0.07% of portfolio
785
Q2 2025 Added 16.47%
$608B
$809,000 0.07% of portfolio
1,038
Q2 2025 Reduced 9.5%
$293B
$671,000 0.06% of portfolio
9,676
Q2 2025 Reduced 0.6%
$229B
$659,000 0.06% of portfolio
4,516
Q2 2025 Added 1.28%
$1.78T
$700,000 0.06% of portfolio
949
Q2 2025 Added 2.82%
$368B
$717,000 0.06% of portfolio
4,505
Q2 2025 Added 1.28%
$202B
$587,000 0.05% of portfolio
4,449
Q2 2025 Added 1.44%
$261B
$484,000 0.04% of portfolio
2,661
Q2 2024 Reduced 2.17%
$222B
$424,000 0.04% of portfolio
1,454
Q2 2025 Added 26.54%
$229B
$437,000 0.04% of portfolio
3,216
Q2 2025 Added 5.3%
$351B
$451,000 0.04% of portfolio
2,430
Q2 2025 Added 4.79%
$210B
$291,000 0.03% of portfolio
989
Q3 2024 New
$254B
$365,000 0.03% of portfolio
516
Q1 2025 Added 1.18%
$227B
$299,000 0.03% of portfolio
938
Q2 2025 Added 1.85%
$302B
$234,000 0.02% of portfolio
2,922
Q2 2025 Added 0.62%
$545B
$243,000 0.02% of portfolio
182
Q2 2025 New

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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