Edgemoor Investment Advisors, Inc. Top Holdings and 13F Report (2026)

About Edgemoor Investment Advisors, Inc.

Investment Activity

Edgemoor Investment Advisors, Inc. has $1.27 billion in total holdings as of March 31, 2026.
Edgemoor Investment Advisors, Inc. owns shares of 170 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 1.84% of the portfolio was purchased this quarter.
About 0.55% of the portfolio was sold this quarter.
This quarter, Edgemoor Investment Advisors, Inc. has purchased 175 new stocks and bought additional shares in 67 stocks.
Edgemoor Investment Advisors, Inc. sold shares of 45 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Apple: $86,631,353
Microsoft: $77,414,922
Berkshire Hathaway: $72,418,308
Alphabet: $58,605,073
Broadcom: $51,464,132

Largest New Holdings this Quarter

78463V107 - SPDR Gold Shares: $3,964,677 Holding
670657105 - Nuveen AMT-Free Quality Municipal Income Fund: $260,727 Holding
92206C870 - Vanguard Intermediate-Term Corporate Bond ETF: $244,340 Holding
438516106 - Honeywell International: $206,817 Holding

Largest Purchases this Quarter

SPDR Gold Shares: 9,213 shares (about $3.96M)
Palo Alto Networks: 16,528 shares (about $2.65M)
Netflix: 7,588 shares (about $729.61K)
General Mills: 17,923 shares (about $667.10K)
Verizon Communications: 12,540 shares (about $629.51K)

Largest Sales this Quarter

Alphabet: 2,583 shares (about $740.96K)
Williams-Sonoma: 2,164 shares (about $394.56K)
CocaCola: 2,759 shares (about $209.82K)
iShares Ultra Short-Term Bond Active ETF: 3,599 shares (about $182.18K)
Atmos Energy: 914 shares (about $168.83K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$86,631,353	$26,648 â–¼	0.0%	341,350	6.8%	Computer and Technology
MSFT Microsoft	$77,414,922	$472,338 â–²	0.6%	209,133	6.1%	Computer and Technology
BRK.B Berkshire Hathaway	$72,418,308	$161,970 â–²	0.2%	151,123	5.7%	Finance
GOOG Alphabet	$58,605,073	$740,961 â–¼	-1.2%	204,298	4.6%	Computer and Technology
AVGO Broadcom	$51,464,132	$71,187 â–²	0.1%	166,276	4.0%	Computer and Technology
AMAT Applied Materials	$51,109,099	$83,055 â–¼	-0.2%	149,533	4.0%	Computer and Technology
URI United Rentals	$51,082,984	$2,186 â–²	0.0%	70,115	4.0%	Construction
LOW Lowe's Companies	$46,970,117	$62,378 â–²	0.1%	198,790	3.7%	Retail/Wholesale
GOOGL Alphabet	$44,388,418	$313,441 â–²	0.7%	154,362	3.5%	Computer and Technology
AMZN Amazon.com	$38,021,357	$519,425 â–²	1.4%	182,558	3.0%	Retail/Wholesale
WSM Williams-Sonoma	$31,313,792	$394,563 â–¼	-1.2%	171,742	2.5%	Retail/Wholesale
NVDA NVIDIA	$30,626,506	$153,124 â–²	0.5%	175,610	2.4%	Computer and Technology
VRTX Vertex Pharmaceuticals	$24,745,392	$257,211 â–²	1.1%	55,415	1.9%	Medical
JCI Johnson Controls International	$24,162,681	$28,678 â–¼	-0.1%	184,518	1.9%	Construction
TSM Taiwan Semiconductor Manufacturing	$23,581,363	$359,244 â–²	1.5%	69,777	1.9%	Computer and Technology
GD General Dynamics	$19,861,369	$331,212 â–²	1.7%	57,867	1.6%	Aerospace
V Visa	$18,647,979	$225,472 â–²	1.2%	61,699	1.5%	Business Services
BX Blackstone	$18,008,949	$317,488 â–²	1.8%	156,613	1.4%	Finance
BLACKROCK INC	$17,811,571	$99,060 â–²	0.6%	18,520	1.4%	COM
SCHW Charles Schwab	$17,807,727	$292,936 â–²	1.7%	189,484	1.4%	Finance
LEN Lennar	$17,605,191	$99,779 â–²	0.6%	202,731	1.4%	Construction
C Citigroup	$16,647,864	$340,118 â–²	2.1%	146,793	1.3%	Financial Services
NVS Novartis	$16,585,887	$38,341 â–²	0.2%	108,581	1.3%	Medical
AEP American Electric Power	$16,168,747	$81,401 â–²	0.5%	123,350	1.3%	Utilities
DE Deere & Company	$14,853,844	$220,816 â–²	1.5%	26,369	1.2%	Industrials
SHEL Shell	$14,572,206	$75,423 â–¼	-0.5%	156,690	1.1%	Energy
ICSH iShares Ultra Short-Term Bond Active ETF	$14,161,151	$182,181 â–¼	-1.3%	279,754	1.1%	ETF
ETR Entergy	$13,319,606	$51,910 â–²	0.4%	118,544	1.0%	Utilities
SPG Simon Property Group	$12,978,075	$6,529 â–²	0.1%	69,576	1.0%	Finance
O Realty Income	$12,911,712	$345,790 â–²	2.8%	211,044	1.0%	Finance
ARCC Ares Capital	$12,902,050	$198,436 â–²	1.6%	715,985	1.0%	Finance
VRT Vertiv	$11,564,016	$351,313 â–²	3.1%	46,149	0.9%	Computer and Technology
EPD Enterprise Products Partners	$11,144,725	$113,634 â–¼	-1.0%	294,522	0.9%	Energy
VZ Verizon Communications	$11,026,897	$629,509 â–²	6.1%	219,659	0.9%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$9,688,180	$537,272 â–²	5.9%	170,927	0.8%	ETF
NEE NextEra Energy	$9,505,587	$142,757 â–¼	-1.5%	102,342	0.7%	Utilities
T AT&T	$9,405,995	$34,208 â–¼	-0.4%	324,456	0.7%	Computer and Technology
TMO Thermo Fisher Scientific	$8,889,420	$400,110 â–²	4.7%	18,085	0.7%	Medical
CWEN.A Clearway Energy	$8,443,075	$92,755 â–²	1.1%	215,549	0.7%	Utilities
PFE Pfizer	$7,941,923	$418,448 â–²	5.6%	282,832	0.6%	Medical
PSA Public Storage	$7,834,933	$70,158 â–²	0.9%	28,924	0.6%	Finance
CCI Crown Castle	$7,789,751	$168,475 â–²	2.2%	95,803	0.6%	Finance
EVERGY INC	$7,694,172	$272,957 â–²	3.7%	93,923	0.6%	COM
SO Southern	$7,323,361	$9,652 â–¼	-0.1%	75,874	0.6%	Utilities
CNP CenterPoint Energy	$7,257,138	$59,604 â–¼	-0.8%	168,145	0.6%	Utilities
DLR Digital Realty Trust	$7,005,815	$35,142 â–¼	-0.5%	38,875	0.6%	Finance
ES Eversource Energy	$5,716,362	$455,447 â–²	8.7%	82,511	0.4%	Utilities
KMI Kinder Morgan	$5,451,798	$24,544 â–¼	-0.4%	162,594	0.4%	Energy
BKNG Booking	$5,246,059	$303,143 â–²	6.1%	1,246	0.4%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$4,793,255	$5,226 â–²	0.1%	7,338	0.4%	ETF
ATO Atmos Energy	$4,719,965	$168,834 â–¼	-3.5%	25,552	0.4%	Utilities
FCT First Trust Senior Floating Rate Income Fund II	$4,700,367	$23,599 â–¼	-0.5%	487,589	0.4%	Financial Services
USB U.S. Bancorp	$4,672,890	$292,036 â–²	6.7%	89,846	0.4%	Finance
EMO ClearBridge Energy Midstream Opportunity Fund	$4,106,121	$202,406 â–²	5.2%	77,738	0.3%	Financial Services
GLD SPDR Gold Shares	$3,964,677	$3,964,677 â–²	New Holding	9,213	0.3%	Finance
SLB SLB	$3,917,828	$322,422 â–²	9.0%	76,237	0.3%	Energy
OKE ONEOK	$3,872,217	$55,228 â–¼	-1.4%	42,839	0.3%	Energy
PBA Pembina Pipeline	$3,853,331	$17,994 â–¼	-0.5%	86,088	0.3%	Energy
FRA BlackRock Floating Rate Income Strategies Fund	$3,618,792	$354,524 â–²	10.9%	328,384	0.3%	Financial Services
STWD Starwood Property Trust	$3,564,278	$214,562 â–²	6.4%	206,984	0.3%	Finance
NZF Nuveen Municipal Credit Income Fund	$3,469,875	$474,277 â–²	15.8%	284,883	0.3%	Financial Services
WFC.PL Wells Fargo & Co. Pfd. Series L	$3,392,235	$92,400 â–¼	-2.7%	2,937	0.3%	Finance
UBER Uber Technologies	$3,361,984	$549,121 â–²	19.5%	46,739	0.3%	Computer and Technology
UPS United Parcel Service	$2,913,140	$338,035 â–²	13.1%	29,611	0.2%	Transportation
PANW Palo Alto Networks	$2,847,123	$2,649,769 â–²	1,342.6%	17,759	0.2%	Computer and Technology
WELL Welltower	$2,844,157	$2,966 â–¼	-0.1%	14,385	0.2%	Finance
KYN Kayne Anderson Energy Infrastructure Fund	$2,783,117	$150,169 â–²	5.7%	194,896	0.2%	Financial Services
XEL Xcel Energy	$2,710,378	$11,916 â–¼	-0.4%	34,118	0.2%	Utilities
BROOKFIELD RENEWABLE CORP	$2,636,388	$141,715 â–²	5.7%	66,191	0.2%	CL A EX SUB VTG
BTZ BlackRock Credit Allocation Income Trust	$2,603,810	$25,371 â–¼	-1.0%	257,803	0.2%	Financial Services
JNJ Johnson & Johnson	$2,590,250	$38,868 â–²	1.5%	10,596	0.2%	Medical
BEP Brookfield Renewable Partners	$2,516,936	$599,630 â–²	31.3%	77,112	0.2%	Utilities
GIS General Mills	$2,351,344	$667,096 â–²	39.6%	63,174	0.2%	Consumer Staples
AGG iShares Core U.S. Aggregate Bond ETF	$2,266,930	$593,535 â–²	35.5%	22,836	0.2%	Finance
BANK NEW YORK MELLON CORP	$2,207,704	$12,812 â–¼	-0.6%	18,610	0.2%	COM
BRK.A Berkshire Hathaway	$2,154,420		0.0%	3	0.2%	Finance
MILLROSE PPTYS INC	$2,133,656	$28,392 â–¼	-1.3%	76,202	0.2%	COM CL A
JPM JPMorgan Chase & Co.	$2,101,722	$28,831 â–²	1.4%	7,144	0.2%	Finance
FSLR First Solar	$2,055,449	$515,440 â–²	33.5%	10,420	0.2%	Energy
NFLX Netflix	$2,028,829	$729,609 â–²	56.2%	21,100	0.2%	Consumer Discretionary
XOM ExxonMobil	$1,966,573	$1,018 â–¼	-0.1%	11,591	0.2%	Energy
INTU Intuit	$1,943,116	$507,182 â–²	35.3%	4,494	0.2%	Computer and Technology
VOO Vanguard S&P 500 ETF	$1,923,876	$5,977 â–¼	-0.3%	3,219	0.2%	ETF
BANK AMERICA CORP	$1,869,558	$14,299 â–¼	-0.8%	1,569	0.1%	7.25%CNV PFD L
CPRT Copart	$1,717,868	$367,790 â–²	27.2%	51,743	0.1%	Business Services
IWF iShares Russell 1000 Growth ETF	$1,604,117		0.0%	3,762	0.1%	ETF
RLJ.PA RLJ Lodging Trust	$1,595,492	$7,230 â–¼	-0.5%	66,203	0.1%
WALMART INC	$1,567,818	$124 â–²	0.0%	12,615	0.1%	COM
CI Cigna Group	$1,502,603	$13,338 â–¼	-0.9%	5,633	0.1%	Medical
DHR Danaher	$1,392,802		0.0%	7,346	0.1%	Medical
ORCL Oracle	$1,323,941		0.0%	8,999	0.1%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$1,173,806	$44,097 â–²	3.9%	17,382	0.1%	ETF
SHV iShares Short Treasury Bond ETF	$1,160,199	$22,078 â–¼	-1.9%	10,510	0.1%	ETF
CVX Chevron	$1,153,468		0.0%	5,575	0.1%	Energy
CSX CSX	$1,139,138		0.0%	27,750	0.1%	Transportation
ED Consolidated Edison	$1,106,782		0.0%	9,778	0.1%	Utilities
SUB iShares Short-Term National Muni Bond ETF	$1,083,425	$69,758 â–²	6.9%	10,173	0.1%	ETF
MUB iShares National Muni Bond ETF	$935,500	$137,995 â–²	17.3%	8,813	0.1%	ETF
LLY Eli Lilly and Company	$932,256		0.0%	1,013	0.1%	Medical
IJR iShares Core S&P Small-Cap ETF	$926,607		0.0%	7,454	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Edgemoor Investment Advisors, Inc. Top Holdings and 13F Report (2026)

About Edgemoor Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Edgemoor Investment Advisors, Inc. Top Holdings and 13F Report (2026)

About Edgemoor Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEdgemoor Investment Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools