Edgemoor Investment Advisors, Inc. 13F Holdings

CIK 0001313792 · BETHESDA, MD

As of Sep 30, 2025, Edgemoor Investment Advisors, Inc. reported 190 positions worth .3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology212,314 10.0M8.48%
APPLE INCAAPLTechnology347,332$88.4M6.82%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services153,879$77.4M5.97%
UNITED RENTALS INCURIIndustrials70,899$67.7M5.22%
BROADCOM INCAVGOTechnology170,041$56.1M4.33%
ALPHABET INCGOOGEquity218,112$53.1M4.10%
LOWES COMPANIES INCLOWConsumer Cyclical199,436$50.1M3.87%
AMAZON.COM INCAMZNEquity181,520$39.9M3.08%
ALPHABET INCGOOGLEquity154,644$37.6M2.90%
WILLIAMS SONOMA INCWSMConsumer Cyclical177,267$34.6M2.67%
NVIDIA CORPNVDATechnology174,364$32.5M2.51%
APPLIED MATERIALS INCAMATTechnology150,824$30.9M2.38%
BLACKSTONE INCBXFinancial Services152,274$26.0M2.01%
LENNAR CORPLENConsumer Cyclical202,503$25.5M1.97%
VERTEX PHARMACEUTICALS INCVRTXHealthcare55,194$21.6M1.67%
BLACKROCK INCBLKFinancial Services18,311$21.3M1.65%
VISA INC-CLASS A SHARESVFinancial Services60,810$20.8M1.60%
JOHNSON CONTROLS INTERNATIONAL PLCJCIBasic Materials187,401$20.6M1.59%
GENERAL DYNAMICS CORPGDIndustrials56,308 9.2M1.48%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology68,377 9.1M1.47%
SCHWAB CHARLES CORPSCHWEquity180,055 7.2M1.33%
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETFICSH—291,680 4.8M1.14%
CITIGROUP INCCFinancial Services143,436 4.6M1.12%
ARES CAPITAL CORPARCCFinancial Services704,039 4.4M1.11%
NOVARTIS AG-SPONSORED ADRNVSNHealthcare109,040 4.0M1.08%