Edgemoor Investment Advisors, Inc. Top Holdings and 13F Report (2025) About Edgemoor Investment Advisors, Inc.Investment ActivityEdgemoor Investment Advisors, Inc. has $1.16 billion in total holdings as of June 30, 2025.Edgemoor Investment Advisors, Inc. owns shares of 170 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 1.35% of the portfolio was purchased this quarter.About 2.25% of the portfolio was sold this quarter.This quarter, Edgemoor Investment Advisors, Inc. has purchased 161 new stocks and bought additional shares in 64 stocks.Edgemoor Investment Advisors, Inc. sold shares of 59 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $104,952,674Berkshire Hathaway $74,841,781Apple $71,733,742United Rentals $53,977,343Broadcom $46,887,738 Largest New Holdings this Quarter 601137102 - MILLROSE PPTYS INC $2,491,546 Holding911312106 - United Parcel Service $617,248 Holding336433107 - First Solar $609,684 Holding902973304 - U.S. Bancorp $371,548 Holding46090E103 - Invesco QQQ $262,029 Holding Largest Purchases this Quarter MILLROSE PPTYS INC 87,392 shares (about $2.49M)Thermo Fisher Scientific 4,702 shares (about $1.91M)Uber Technologies 10,897 shares (about $1.02M)iShares Short-Term National Muni Bond ETF 5,868 shares (about $624.00K)United Parcel Service 6,115 shares (about $617.25K) Largest Sales this Quarter Alphabet 13,098 shares (about $2.32M)Microsoft 4,644 shares (about $2.31M)Apple 11,033 shares (about $2.26M)Berkshire Hathaway 4,407 shares (about $2.14M)United Rentals 2,028 shares (about $1.53M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEdgemoor Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$104,952,674$2,309,976 ▼-2.2%210,9989.1%Computer and TechnologyBRK.BBerkshire Hathaway$74,841,781$2,140,793 ▼-2.8%154,0686.5%FinanceAAPLApple$71,733,742$2,263,645 ▼-3.1%349,6306.2%Computer and TechnologyURIUnited Rentals$53,977,343$1,527,895 ▼-2.8%71,6454.7%ConstructionAVGOBroadcom$46,887,738$1,132,651 ▼-2.4%170,0984.0%Computer and TechnologyLOWLowe's Companies$44,284,356$480,795 ▼-1.1%199,5953.8%Retail/WholesaleAMZNAmazon.com$39,555,142$374,938 ▼-0.9%180,2963.4%Retail/WholesaleGOOGAlphabet$38,444,013$2,323,457 ▼-5.7%216,7203.3%Computer and TechnologyWSMWilliams-Sonoma$29,315,015$966,826 ▼-3.2%179,4392.5%Retail/WholesaleAMATApplied Materials$27,531,097$549,395 ▼-2.0%150,3852.4%Computer and TechnologyGOOGLAlphabet$27,364,085$102,214 ▼-0.4%155,2742.4%Computer and TechnologyNVDANVIDIA$27,107,561$48,345 ▲0.2%171,5772.3%Computer and TechnologyVRTXVertex Pharmaceuticals$24,942,261$343,700 ▼-1.4%56,0242.2%MedicalBXBlackstone$22,712,852$124,002 ▼-0.5%151,8442.0%FinanceLENLennar$22,409,958$474,850 ▼-2.1%202,6031.9%ConstructionVVisa$21,424,091$547,133 ▼-2.5%60,3411.8%Business ServicesJCIJohnson Controls International$19,988,835$985,965 ▼-4.7%189,2521.7%ConstructionBLACKROCK INC$19,234,568$1,091,263 ▼-5.4%18,3311.7%COMGDGeneral Dynamics$16,519,549$423,204 ▼-2.5%56,6391.4%AerospaceSCHWCharles Schwab$16,414,245$154,288 ▲0.9%179,9011.4%FinanceTSMTaiwan Semiconductor Manufacturing$15,343,717$68,401 ▲0.4%67,7451.3%Computer and TechnologyARCCAres Capital$15,039,745$831,603 ▼-5.2%684,8701.3%FinanceNVSNovartis$13,400,637$193,013 ▼-1.4%110,7391.2%MedicalDEDeere & Company$12,839,032$40,171 ▲0.3%25,2491.1%IndustrialsAEPAmerican Electric Power$12,762,918$399,788 ▼-3.0%123,0041.1%UtilitiesCCitigroup$12,224,732$28,345 ▼-0.2%143,6171.1%Financial ServicesICSHiShares Ultra Short-Term Bond Active ETF$11,889,724$209,027 ▲1.8%234,4651.0%ETFSPGSimon Property Group$11,247,950$58,035 ▲0.5%69,9671.0%FinanceSHELShell$11,241,195$118,289 ▲1.1%159,6531.0%EnergyORealty Income$10,427,217$201,117 ▲2.0%180,9960.9%FinanceETREntergy$10,044,887$245,370 ▼-2.4%120,8480.9%UtilitiesVZVerizon Communications$9,747,403$135,219 ▲1.4%225,2690.8%Computer and TechnologyEPDEnterprise Products Partners$9,494,621$139,669 ▼-1.4%306,1790.8%EnergyCCICrown Castle$9,364,159$216,144 ▲2.4%91,1530.8%FinanceTMOThermo Fisher Scientific$9,294,848$1,906,490 ▲25.8%22,9240.8%MedicalTAT&T$8,471,024$114,487 ▼-1.3%292,7090.7%Computer and TechnologyPSAPublic Storage$8,277,378$39,905 ▲0.5%28,2100.7%FinanceJEPIJPMorgan Equity Premium Income ETF$8,134,363$311,141 ▲4.0%143,0840.7%ETFFIFiserv$7,498,973$292,925 ▲4.1%43,4950.6%Business ServicesNEENextEra Energy$7,319,066$113,502 ▼-1.5%105,4310.6%UtilitiesDLRDigital Realty Trust$7,155,900$202,223 ▼-2.7%41,0480.6%FinanceSOSouthern$7,090,748$845,571 ▼-10.7%77,2160.6%UtilitiesCNPCenterPoint Energy$6,426,855$66,095 ▼-1.0%174,9280.6%UtilitiesFCTFirst Trust Senior Floating Rate Income Fund II$6,387,074$105,288 ▼-1.6%628,6480.6%Financial ServicesCWEN.AClearway Energy$6,304,899$12,709 ▼-0.2%208,3570.5%UtilitiesBKNGBooking$6,206,065$144,731 ▲2.4%1,0720.5%Retail/WholesaleEVERGY INC$5,883,727$296,192 ▲5.3%85,3580.5%COMPFEPfizer$5,734,433$557,423 ▲10.8%236,5690.5%MedicalVRTVertiv$5,051,521$16,308 ▲0.3%39,3390.4%Computer and TechnologyKMIKinder Morgan$4,881,918$125,979 ▼-2.5%166,0510.4%EnergyIVViShares Core S&P 500 ETF$4,531,949$621 ▲0.0%7,2990.4%ETFATOAtmos Energy$4,293,350$169,521 ▼-3.8%27,8590.4%UtilitiesESEversource Energy$4,222,968$199,576 ▲5.0%66,3780.4%UtilitiesSTWDStarwood Property Trust$3,875,075$28,740 ▲0.7%193,0770.3%FinanceAREAlexandria Real Estate Equities$3,806,393$456,116 ▼-10.7%52,4080.3%FinanceOKEONEOK$3,722,165$51,100 ▼-1.4%45,5980.3%EnergyWFC.PLWells Fargo & Co. Pfd. Series L$3,663,286$123,284 ▼-3.3%3,1200.3%FinanceMRKMerck & Co., Inc.$3,467,816$226,243 ▼-6.1%43,8070.3%MedicalKOCocaCola$3,316,559$62,189 ▲1.9%46,8770.3%Consumer StaplesPBAPembina Pipeline$3,279,151$91,863 ▼-2.7%87,4200.3%EnergyBTZBlackRock Credit Allocation Income Trust$2,909,896$22,069 ▼-0.8%266,4740.3%Financial ServicesEMOClearBridge Energy Midstream Opportunity Fund$2,511,469$308,111 ▲14.0%52,3550.2%Financial ServicesMILLROSE PPTYS INC$2,491,546$2,491,546 ▲New Holding87,3920.2%COM CL AWELLWelltower$2,470,518$46,889 ▼-1.9%16,0700.2%FinanceFRABlackRock Floating Rate Income Strategies Fund$2,467,915$205,799 ▲9.1%187,8170.2%Financial ServicesXELXcel Energy$2,431,752$54,481 ▼-2.2%35,7080.2%UtilitiesNZFNuveen Municipal Credit Income Fund$2,382,593$114,194 ▲5.0%199,8820.2%Financial ServicesUBERUber Technologies$2,357,007$1,016,717 ▲75.9%25,2620.2%Computer and TechnologyKYNKayne Anderson Energy Infrastructure Fund$2,231,446$308,066 ▲16.0%175,4280.2%Financial ServicesAGGiShares Core U.S. Aggregate Bond ETF$2,226,246$61,504 ▼-2.7%22,4420.2%FinanceBRK.ABerkshire Hathaway$2,186,4000.0%30.2%FinanceJPMJPMorgan Chase & Co.$2,103,247$66,397 ▲3.3%7,2540.2%FinanceORCLOracle$1,969,128$16,398 ▲0.8%9,0060.2%Computer and TechnologySLBSchlumberger$1,935,174$26,162 ▼-1.3%57,2530.2%EnergyBANK AMERICA CORP$1,929,883$9,704 ▼-0.5%1,5910.2%7.25%CNV PFD LCICigna Group$1,889,265$10,579 ▲0.6%5,7150.2%MedicalACNAccenture$1,880,317$30,188 ▲1.6%6,2910.2%Computer and TechnologyRLJ.PARLJ Lodging Trust$1,758,7190.0%74,3330.2%BROOKFIELD RENEWABLE CORP$1,751,108$269,288 ▲18.2%53,4200.2%CL A EX SUB VTGBKBank of New York Mellon$1,705,3970.0%18,7180.1%FinanceJNJJohnson & Johnson$1,661,258$16,498 ▼-1.0%10,8750.1%MedicalBEPBrookfield Renewable Partners$1,643,074$42,143 ▼-2.5%64,4090.1%UtilitiesIWFiShares Russell 1000 Growth ETF$1,597,2700.0%3,7620.1%ETFDHRDanaher$1,445,598$14,223 ▲1.0%7,3180.1%MedicalMMCMarsh & McLennan Companies$1,415,038$5,029 ▲0.4%6,4720.1%FinanceSHViShares Short Treasury Bond ETF$1,259,340$243,476 ▼-16.2%11,4050.1%ETFXOMExxon Mobil$1,245,879$40,857 ▲3.4%11,5570.1%EnergyWMTWalmart$1,233,355$1,956 ▲0.2%12,6130.1%Retail/WholesaleVOOVanguard S&P 500 ETF$1,180,7110.0%2,0780.1%ETFIJHiShares Core S&P Mid-Cap ETF$1,138,315$7,194 ▲0.6%18,3540.1%ETFADBEAdobe$1,075,269$101,762 ▲10.5%2,7790.1%Computer and TechnologyNVONovo Nordisk A/S$1,048,414$36,995 ▼-3.4%15,1900.1%MedicalHDHome Depot$1,022,192$101,193 ▲11.0%2,7880.1%Retail/WholesaleGBDCGolub Capital BDC$1,014,000$14,650 ▼-1.4%69,2150.1%FinanceEDConsolidated Edison$981,6190.0%9,7810.1%UtilitiesWYWeyerhaeuser$943,748$97,160 ▼-9.3%36,7360.1%ConstructionSUBiShares Short-Term National Muni Bond ETF$941,428$624,003 ▲196.6%8,8530.1%ETFCSXCSX$905,4830.0%27,7500.1%TransportationADPAutomatic Data Processing$829,288$3,392 ▼-0.4%2,6890.1%Computer and TechnologyCVXChevron$815,1810.0%5,6930.1%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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