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
$180B
$657,000 0.06% of portfolio
4,386
Q1 2025 Reduced 2.66%
$0
$646,000 0.06% of portfolio
3,393
Q3 2024 Added 1.59%
$262B
$600,000 0.06% of portfolio
9,734
Q4 2024 Reduced 2.01%
$154B
$593,000 0.06% of portfolio
1,905
Q1 2025 Reduced 6.85%
$468B
$637,000 0.06% of portfolio
674
Q1 2025 Added 0.6%
$202B
$590,000 0.06% of portfolio
4,459
Q4 2024 Added 16.79%
$0
$679,000 0.06% of portfolio
13,305
Q3 2024 Added 12.71%
$331B
$485,000 0.05% of portfolio
2,319
Q1 2025 Added 0.04%
$144B
$492,000 0.05% of portfolio
1,324
Q4 2024 Added 15.23%
$105B
$559,000 0.05% of portfolio
4,840
Q1 2025 Reduced 1.06%
$125B
$577,000 0.05% of portfolio
1,293
Q1 2025 Reduced 1.9%
$0
$507,000 0.05% of portfolio
5,960
Q1 2022 Added 23.65%
$1.46T
$531,000 0.05% of portfolio
923
Q1 2025 Added 19.87%
$283B
$422,000 0.04% of portfolio
2,661
Q2 2024 Reduced 2.17%
$54B
$383,000 0.04% of portfolio
20,620
Q3 2024 Added 2.38%
$70.3B
$388,000 0.04% of portfolio
3,542
Q1 2023 Added 44.69%
$0
$471,000 0.04% of portfolio
2,506
Q1 2025 Reduced 13.76%
$234B
$405,000 0.04% of portfolio
3,054
Q1 2025 Added 0.03%
$0
$337,000 0.03% of portfolio
5,129
Q2 2022 New
$109B
$337,000 0.03% of portfolio
5,626
Q2 2024 Reduced 2.61%
$25.6B
$351,000 0.03% of portfolio
5,105
Q2 2024 Reduced 52.4%
$0
$281,000 0.03% of portfolio
1,090
Q3 2024 Reduced 27.33%
$285B
$277,000 0.03% of portfolio
530
Q4 2024 Reduced 2.03%
$110B
$266,000 0.03% of portfolio
2,536
Q1 2025 Added 1.72%
$204B
$365,000 0.03% of portfolio
459
Q1 2025 Added 2.46%
$230B
$358,000 0.03% of portfolio
1,149
Q4 2024 Reduced 1.46%
$0
$330,000 0.03% of portfolio
5,310
Q1 2025 Reduced 50.0%
$0
$315,000 0.03% of portfolio
2,985
Q1 2025 Reduced 37.62%
$204B
$281,000 0.03% of portfolio
516
Q1 2025 Added 1.18%
$0
$279,000 0.03% of portfolio
9,821
Q4 2024 Reduced 53.94%
$56.8B
$345,000 0.03% of portfolio
2,238
Q4 2024 Added 28.77%
$0
$283,000 0.03% of portfolio
5,410
Q3 2024 Added 22.68%
$26.5B
$280,000 0.03% of portfolio
150
Q4 2024 Reduced 2.6%
$165B
$350,000 0.03% of portfolio
2,279
Q4 2024 Added 1.33%
$41.2B
$301,000 0.03% of portfolio
1,915
Q1 2025 Reduced 1.34%
$0
$309,000 0.03% of portfolio
10,083
Q1 2025 Reduced 0.54%
$0
$236,000 0.02% of portfolio
3,131
Q1 2025 Reduced 29.03%
$71.2B
$228,000 0.02% of portfolio
60
Q1 2025 New
$0
$235,000 0.02% of portfolio
421
Q1 2025 Added 23.1%
$221B
$247,000 0.02% of portfolio
921
Q1 2024 New
$33.8B
$212,000 0.02% of portfolio
1,952
Q1 2025 New
$284B
$208,000 0.02% of portfolio
2,904
Q4 2024 New
$0
$231,000 0.02% of portfolio
4,450
Q4 2024 New
$58.8B
$200,000 0.02% of portfolio
3,158
Q3 2024 Reduced 4.53%
$0
$233,000 0.02% of portfolio
1,600
Q4 2024 Reduced 19.56%
$127B
$226,000 0.02% of portfolio
835
Q3 2024 Added 3.6%
$24.9B
$216,000 0.02% of portfolio
2,957
Q1 2025 Reduced 10.48%
$37B
$214,000 0.02% of portfolio
2,855
Q1 2025 Reduced 6.55%
$152B
$262,000 0.02% of portfolio
1,239
Q3 2024 Reduced 5.71%

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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