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
$127B
$651,000 0.06% of portfolio
4,898
Q2 2025 Added 1.2%
$0
$697,000 0.06% of portfolio
13,555
Q2 2025 Added 1.88%
$229B
$659,000 0.06% of portfolio
4,516
Q2 2025 Added 1.28%
$1.78T
$700,000 0.06% of portfolio
949
Q2 2025 Added 2.82%
$368B
$717,000 0.06% of portfolio
4,505
Q2 2025 Added 1.28%
$113B
$591,000 0.05% of portfolio
1,278
Q2 2025 Reduced 1.16%
$0
$606,000 0.05% of portfolio
71,577
Q2 2025 Reduced 3.95%
$63.8B
$617,000 0.05% of portfolio
6,115
Q2 2025 New
$6.4B
$600,000 0.05% of portfolio
6,660
Q2 2025 Added 1,400.0%
$152B
$531,000 0.05% of portfolio
1,903
Q2 2025 Reduced 0.1%
$142B
$570,000 0.05% of portfolio
1,442
Q2 2025 Added 8.91%
$202B
$587,000 0.05% of portfolio
4,449
Q2 2025 Added 1.44%
$19.7B
$609,000 0.05% of portfolio
3,683
Q2 2025 New
$0
$548,000 0.05% of portfolio
5,960
Q1 2022 Added 23.65%
$177B
$407,000 0.04% of portfolio
2,092
Q2 2024 Reduced 4.56%
$261B
$484,000 0.04% of portfolio
2,661
Q2 2024 Reduced 2.17%
$222B
$424,000 0.04% of portfolio
1,454
Q2 2025 Added 26.54%
$0
$486,000 0.04% of portfolio
2,506
Q1 2025 Reduced 13.76%
$229B
$437,000 0.04% of portfolio
3,216
Q2 2025 Added 5.3%
$78.6B
$472,000 0.04% of portfolio
3,542
Q1 2023 Added 44.69%
$351B
$451,000 0.04% of portfolio
2,430
Q2 2025 Added 4.79%
$53.7B
$373,000 0.03% of portfolio
20,620
Q3 2024 Added 2.38%
$145B
$304,000 0.03% of portfolio
852
Q2 2025 Added 2.04%
$0
$298,000 0.03% of portfolio
5,660
Q2 2025 Added 4.62%
$40.4B
$283,000 0.03% of portfolio
1,915
Q1 2025 Reduced 1.34%
$27.4B
$322,000 0.03% of portfolio
5,105
Q2 2024 Reduced 52.4%
$0
$305,000 0.03% of portfolio
1,090
Q3 2024 Reduced 27.33%
$68B
$371,000 0.03% of portfolio
8,211
Q2 2025 New
$0
$372,000 0.03% of portfolio
5,129
Q2 2022 New
$210B
$291,000 0.03% of portfolio
989
Q3 2024 New
$0
$310,000 0.03% of portfolio
503
Q2 2025 Added 19.48%
$118B
$329,000 0.03% of portfolio
5,626
Q2 2024 Reduced 2.61%
$0
$327,000 0.03% of portfolio
10,683
Q2 2025 Added 5.95%
$48.7B
$343,000 0.03% of portfolio
2,363
Q2 2025 Added 5.59%
$26.1B
$299,000 0.03% of portfolio
150
Q4 2024 Reduced 2.6%
$254B
$365,000 0.03% of portfolio
516
Q1 2025 Added 1.18%
$0
$364,000 0.03% of portfolio
5,310
Q1 2025 Reduced 50.0%
$227B
$299,000 0.03% of portfolio
938
Q2 2025 Added 1.85%
$173B
$362,000 0.03% of portfolio
2,279
Q4 2024 Added 1.33%
$36B
$205,000 0.02% of portfolio
3,000
Q2 2025 Added 0.5%
$55B
$231,000 0.02% of portfolio
3,158
Q3 2024 Reduced 4.53%
$0
$217,000 0.02% of portfolio
4,450
Q4 2024 New
$93.6B
$234,000 0.02% of portfolio
460
Q2 2025 New
$34.5B
$203,000 0.02% of portfolio
1,952
Q1 2025 New
$111B
$245,000 0.02% of portfolio
760
Q2 2025 New
$120B
$233,000 0.02% of portfolio
2,600
Q2 2025 Added 2.52%
$302B
$234,000 0.02% of portfolio
2,922
Q2 2025 Added 0.62%
$75.9B
$222,000 0.02% of portfolio
60
Q1 2025 New
$40.9B
$217,000 0.02% of portfolio
2,873
Q2 2025 Added 0.63%

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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