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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.2B
$4.29 Million 0.38% of portfolio
27,859
Q2 2025 Reduced 3.8%
$6.14B
$3.88 Million 0.34% of portfolio
193,077
Q2 2025 Added 0.75%
$12B
$3.81 Million 0.34% of portfolio
52,408
Q2 2025 Reduced 10.7%
$33.1B
$3.72 Million 0.33% of portfolio
45,598
Q2 2025 Reduced 1.35%
$203B
$3.47 Million 0.31% of portfolio
43,807
Q2 2025 Reduced 6.12%
$32.7B
$3.41 Million 0.3% of portfolio
39,339
Q2 2025 Added 0.32%
$19.8B
$3.28 Million 0.29% of portfolio
87,420
Q2 2025 Reduced 2.73%
$306B
$3.32 Million 0.29% of portfolio
46,877
Q2 2025 Added 1.91%
$0
$2.91 Million 0.26% of portfolio
266,474
Q2 2025 Reduced 0.75%
$0
$2.47 Million 0.22% of portfolio
187,817
Q2 2025 Added 9.1%
$39.6B
$2.43 Million 0.22% of portfolio
35,708
Q2 2025 Reduced 2.19%
$0
$2.51 Million 0.22% of portfolio
52,355
Q2 2025 Added 13.98%
$76.4B
$2.47 Million 0.22% of portfolio
16,070
Q2 2025 Reduced 1.86%
$0
$2.38 Million 0.21% of portfolio
199,882
Q2 2025 Added 5.03%
$182B
$2.36 Million 0.21% of portfolio
25,262
Q2 2025 Added 75.86%
$0
$2.23 Million 0.2% of portfolio
22,442
Q2 2025 Reduced 2.69%
$859B
$2.1 Million 0.19% of portfolio
7,254
Q2 2025 Added 3.26%
$423B
$2.19 Million 0.19% of portfolio
3
Q2 2023 Reduced 25.0%
$684B
$1.97 Million 0.18% of portfolio
9,006
Q2 2025 Added 0.84%
$150B
$1.88 Million 0.17% of portfolio
6,291
Q2 2025 Added 1.63%
$46.7B
$1.94 Million 0.17% of portfolio
57,253
Q2 2025 Reduced 1.33%
$85.6B
$1.89 Million 0.17% of portfolio
5,715
Q2 2025 Added 0.56%
$6.8B
$1.64 Million 0.15% of portfolio
64,409
Q2 2025 Reduced 2.5%
$83.7B
$1.71 Million 0.15% of portfolio
18,718
Q4 2021 Added 9.41%
$452B
$1.66 Million 0.15% of portfolio
10,875
Q2 2025 Reduced 0.98%
$0
$1.6 Million 0.14% of portfolio
3,762
Q1 2025 Reduced 7.61%
$101B
$1.42 Million 0.13% of portfolio
6,472
Q2 2025 Added 0.36%
$150B
$1.45 Million 0.13% of portfolio
7,318
Q2 2025 Added 0.99%
$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%
$0
$1.26 Million 0.11% of portfolio
11,405
Q2 2025 Reduced 16.2%
$0
$1.18 Million 0.1% of portfolio
2,078
Q1 2025 Reduced 2.99%
$157B
$1.08 Million 0.1% of portfolio
2,779
Q2 2025 Added 10.45%
$0
$1.14 Million 0.1% of portfolio
18,354
Q2 2025 Added 0.64%
$405B
$1.02 Million 0.09% of portfolio
2,788
Q2 2025 Added 10.99%
$2.54B
$1.01 Million 0.09% of portfolio
69,215
Q2 2025 Reduced 1.42%
$112B
$1.05 Million 0.09% of portfolio
15,190
Q2 2025 Reduced 3.41%
$36.8B
$981,000 0.09% of portfolio
9,781
Q4 2023 Reduced 0.03%
$19B
$943,000 0.08% of portfolio
36,736
Q2 2025 Reduced 9.33%
$75.3B
$905,000 0.08% of portfolio
27,750
Q4 2024 Added 37.04%
$0
$941,000 0.08% of portfolio
8,853
Q2 2025 Added 196.58%
$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%
$0
$765,000 0.07% of portfolio
7,005
Q2 2025 Reduced 14.3%
$608B
$809,000 0.07% of portfolio
1,038
Q2 2025 Reduced 9.5%
$0
$769,000 0.07% of portfolio
7,363
Q2 2025 Reduced 25.35%
$124B
$829,000 0.07% of portfolio
2,689
Q2 2025 Reduced 0.41%
$293B
$671,000 0.06% of portfolio
9,676
Q2 2025 Reduced 0.6%
$0
$663,000 0.06% of portfolio
3,393
Q3 2024 Added 1.59%

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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