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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$648B
$84.4 Million 7.98% of portfolio
158,475
Q1 2025 Added 0.26%
$3.45T
$80.9 Million 7.65% of portfolio
215,642
Q1 2025 Reduced 0.1%
$3.27T
$80.1 Million 7.57% of portfolio
360,663
Q1 2025 Reduced 0.21%
$142B
$47.1 Million 4.45% of portfolio
201,762
Q1 2025 Added 0.4%
$48.7B
$46.2 Million 4.36% of portfolio
73,673
Q1 2025 Reduced 0.36%
$1.02T
$35.9 Million 3.39% of portfolio
229,818
Q1 2025 Reduced 1.11%
$2.1T
$34.6 Million 3.27% of portfolio
182,005
Q1 2025 Added 0.63%
$10.8B
$29.3 Million 2.77% of portfolio
185,357
Q1 2025 Reduced 0.72%
$104B
$29.2 Million 2.76% of portfolio
174,207
Q1 2025 Reduced 0.7%
$115B
$27.5 Million 2.6% of portfolio
56,796
Q1 2025 Reduced 0.53%
$993B
$24.1 Million 2.28% of portfolio
155,854
Q1 2025 Reduced 0.25%
$27.2B
$23.7 Million 2.25% of portfolio
206,896
Q1 2025 Reduced 0.95%
$139B
$22.3 Million 2.1% of portfolio
153,386
Q1 2025 Reduced 0.26%
$598B
$21.7 Million 2.05% of portfolio
61,882
Q1 2025 Added 2.17%
$98.6B
$21.3 Million 2.02% of portfolio
152,673
Q1 2025 Added 0.1%
$352B
$18.6 Million 1.75% of portfolio
171,271
Q1 2025 Added 0.75%
$75.8B
$15.8 Million 1.5% of portfolio
58,090
Q1 2025 Added 1.98%
$69.7B
$15.9 Million 1.5% of portfolio
198,587
Q1 2025 Added 0.46%
$160B
$14 Million 1.32% of portfolio
178,210
Q1 2025 Added 1.03%
$52.8B
$13.9 Million 1.31% of portfolio
126,857
Q1 2025 Reduced 1.56%
$249B
$12.5 Million 1.18% of portfolio
112,334
Q1 2025 Reduced 6.14%
$155B
$11.8 Million 1.12% of portfolio
25,170
Q1 2025 Reduced 1.75%
$0
$11.7 Million 1.1% of portfolio
230,343
Q1 2025 Added 3.28%
$53B
$11.6 Million 1.09% of portfolio
69,606
Q1 2025 Reduced 0.2%
$242B
$11.6 Million 1.09% of portfolio
157,973
Q1 2025 Added 1.64%
$1.02T
$11.2 Million 1.06% of portfolio
67,443
Q1 2025 Added 2.68%
$68.5B
$10.6 Million 1.0% of portfolio
310,683
Q1 2025 Added 0.41%
$16.9B
$10.6 Million 1.0% of portfolio
123,800
Q1 2025 Reduced 0.85%
$148B
$10.2 Million 0.97% of portfolio
143,950
Q1 2025 Added 3.82%
$34.6B
$10.3 Million 0.97% of portfolio
177,505
Q1 2025 Added 2.69%
$184B
$10.1 Million 0.95% of portfolio
222,144
Q1 2025 Added 1.25%
$43.2B
$9.28 Million 0.88% of portfolio
89,049
Q1 2025 Reduced 0.68%
$157B
$9.07 Million 0.86% of portfolio
18,222
Q1 2025 Reduced 0.92%
$53.2B
$8.4 Million 0.79% of portfolio
28,074
Q1 2025 Added 6.31%
$199B
$8.39 Million 0.79% of portfolio
296,665
Q1 2025 Added 2.23%
$97.5B
$7.95 Million 0.75% of portfolio
86,424
Q1 2025 Reduced 0.44%
$0
$7.86 Million 0.74% of portfolio
137,611
Q1 2025 Added 5.77%
$139B
$7.59 Million 0.72% of portfolio
107,066
Q1 2025 Reduced 0.19%
-
$7.21 Million 0.68% of portfolio
208,777
Q1 2025 Reduced 0.28%
$0
$6.48 Million 0.61% of portfolio
639,011
Q1 2025 Reduced 1.86%
$23.6B
$6.4 Million 0.61% of portfolio
176,727
Q1 2025 Reduced 2.0%
$50B
$6.05 Million 0.57% of portfolio
42,208
Q1 2025 Added 0.52%
$15.2B
$5.59 Million 0.53% of portfolio
81,061
Q1 2025 Added 3.82%
$11.5B
$5.43 Million 0.51% of portfolio
58,688
Q1 2025 Added 1.31%
$131B
$5.41 Million 0.51% of portfolio
213,573
Q1 2025 Added 1,040.88%
$79.5B
$5.23 Million 0.49% of portfolio
41,796
Q1 2025 Reduced 0.22%
$64.2B
$4.86 Million 0.46% of portfolio
170,336
Q1 2025 Reduced 1.6%
$217B
$4.82 Million 0.46% of portfolio
1,047
Q1 2025 Added 4.6%
$37.2B
$4.59 Million 0.43% of portfolio
46,224
Q1 2025 Reduced 3.58%

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $1.06 Billion
  • Prior Value $1.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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