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
$21.6B
$4.48 Million 0.42% of portfolio
28,959
Q1 2025 Reduced 0.34%
$193B
$4.19 Million 0.4% of portfolio
46,665
Q1 2025 Reduced 4.63%
$0
$4.1 Million 0.39% of portfolio
7,298
Q4 2024 Reduced 0.04%
$22.5B
$3.93 Million 0.37% of portfolio
63,241
Q1 2025 Added 235.16%
$6.06B
$3.79 Million 0.36% of portfolio
191,645
Q1 2025 Added 2.84%
$21.1B
$3.6 Million 0.34% of portfolio
89,869
Q1 2025 Reduced 0.37%
$32.7B
$3.4 Million 0.32% of portfolio
39,212
Q1 2025 Added 15.87%
$311B
$3.29 Million 0.31% of portfolio
45,998
Q4 2024 Added 741.22%
$0
$2.88 Million 0.27% of portfolio
268,495
Q1 2025 Reduced 1.74%
$71.9B
$2.51 Million 0.24% of portfolio
16,375
Q1 2025 Reduced 0.15%
$38.1B
$2.58 Million 0.24% of portfolio
36,508
Q1 2025 Reduced 1.15%
$47.3B
$2.43 Million 0.23% of portfolio
58,027
Q1 2025 Added 13.04%
$453B
$2.4 Million 0.23% of portfolio
3
Q2 2023 Reduced 25.0%
$0
$2.28 Million 0.22% of portfolio
23,062
Q1 2025 Added 2.15%
$0
$2.28 Million 0.22% of portfolio
45,932
Q1 2025 Added 5.96%
$0
$2.33 Million 0.22% of portfolio
190,302
Q1 2025 Added 24.19%
$0
$1.94 Million 0.18% of portfolio
151,209
Q1 2025 Added 3.88%
$198B
$1.93 Million 0.18% of portfolio
6,190
Q1 2025 Added 8.67%
$96.1B
$1.87 Million 0.18% of portfolio
5,683
Q4 2023 Reduced 0.07%
$406B
$1.82 Million 0.17% of portfolio
10,983
Q1 2025 Reduced 1.3%
$776B
$1.72 Million 0.16% of portfolio
7,025
Q1 2025 Reduced 2.1%
$116B
$1.57 Million 0.15% of portfolio
6,449
Q1 2024 Reduced 0.4%
$71.9B
$1.57 Million 0.15% of portfolio
18,718
Q4 2021 Added 9.41%
$138B
$1.49 Million 0.14% of portfolio
7,246
Q1 2025 Reduced 0.32%
$0
$1.5 Million 0.14% of portfolio
13,610
Q1 2025 Reduced 4.79%
$6.53B
$1.46 Million 0.14% of portfolio
66,061
Q1 2025 Added 2.0%
$0
$1.36 Million 0.13% of portfolio
3,762
Q1 2025 Reduced 7.61%
$429B
$1.33 Million 0.13% of portfolio
11,178
Q1 2025 Reduced 1.27%
$20.3B
$1.28 Million 0.12% of portfolio
55,542
Q1 2025 Reduced 43.94%
$449B
$1.25 Million 0.12% of portfolio
8,931
Q1 2025 Added 0.52%
$19B
$1.19 Million 0.11% of portfolio
40,518
Q1 2025 Reduced 2.76%
$0
$1.07 Million 0.1% of portfolio
2,078
Q1 2025 Reduced 2.99%
$164B
$1.09 Million 0.1% of portfolio
15,726
Q1 2025 Added 3.57%
$271B
$1.11 Million 0.1% of portfolio
12,593
Q1 2025 Added 0.2%
$166B
$1.05 Million 0.1% of portfolio
14,365
Q1 2025 New
$36.8B
$1.08 Million 0.1% of portfolio
9,781
Q4 2023 Reduced 0.03%
$0
$1.06 Million 0.1% of portfolio
18,238
Q1 2025 Reduced 5.81%
$2.59B
$1.06 Million 0.1% of portfolio
70,215
Q1 2025 Reduced 1.77%
$0
$1.04 Million 0.1% of portfolio
9,863
Q1 2025 Added 23.86%
$270B
$952,000 0.09% of portfolio
5,693
Q4 2024 Reduced 1.93%
$710B
$947,000 0.09% of portfolio
1,147
Q1 2025 Reduced 6.21%
$377B
$920,000 0.09% of portfolio
2,512
Q1 2025 Added 15.92%
$188B
$964,000 0.09% of portfolio
2,516
Q1 2025 Reduced 3.49%
$0
$854,000 0.08% of portfolio
8,174
Q1 2025 Reduced 25.34%
$135B
$824,000 0.08% of portfolio
2,700
Q1 2024 Reduced 3.02%
$65.7B
$816,000 0.08% of portfolio
27,750
Q4 2024 Added 37.04%
$398B
$758,000 0.07% of portfolio
4,448
Q1 2025 Reduced 0.34%
$0
$631,000 0.06% of portfolio
74,517
Q1 2025 Added 20.0%
$86.1B
$636,000 0.06% of portfolio
444
Q4 2024 Added 7.51%

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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