Edgemoor Investment Advisors, Inc. Portfolio Holdings
Edgemoor Investment Advisors, Inc.
- $1.06 Billion
- Q1 2025
Edgemoor Investment Advisors, Inc. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.06 Billion distributed in 161 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $84.4M, Microsoft Corp with a value of $80.9M, Apple Inc. with a value of $80.1M, Lowes Companies Inc with a value of $47.1M, and United Rentals, Inc. with a value of $46.2M.
Examining the 13F form we can see an decrease of $45.7M in the current position value, from $1.1B to 1.06B.
Below you can find more details about Edgemoor Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.06 Billion
Technology: $255 Million
Financial Services: $196 Million
Consumer Cyclical: $142 Million
Industrials: $97.4 Million
Communication Services: $80.3 Million
Healthcare: $68.2 Million
Utilities: $65.7 Million
Real Estate: $58.8 Million
Other: $86.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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