Edgemoor Investment Advisors, Inc. Portfolio Holdings
Edgemoor Investment Advisors, Inc.
- $1.14 Billion
- Q3 2024
Edgemoor Investment Advisors, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 165 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $94.8M, Apple Inc. with a value of $86.8M, Berkshire Hathaway Inc Class B with a value of $74.6M, United Rentals, Inc. with a value of $61.6M, and Lowes Companies Inc with a value of $55M.
Examining the 13F form we can see an increase of $72.1M in the current position value, from $1.07B to 1.14B.
Below you can find more details about Edgemoor Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.14 Billion
Technology: $286 Million
Financial Services: $195 Million
Consumer Cyclical: $165 Million
Industrials: $112 Million
Communication Services: $87.4 Million
Real Estate: $71.2 Million
Healthcare: $68.1 Million
Utilities: $65.5 Million
Other: $80.2 Million