Edgemoor Investment Advisors, Inc. Portfolio Stock Holdings
Edgemoor Investment Advisors, Inc. disclosed 170 stock positions valued at approximately $1.3 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, MICROSOFT CORP, and BERKSHIRE HATHAWAY INC DEL. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 170
- Portfolio Value
- $1.3B
Holdings by Sector
Edgemoor Investment Advisors, Inc. Portfolio Holdings in Q1 2026
169 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 6.82% | 341,350 | -105 | -0.03% | $86,631,353 |
| MICROSOFT CORP | MSFT | Technology | 6.09% | 209,133 | +1,276 | +0.61% | $77,414,922 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 5.70% | 151,123 | +338 | +0.22% | $72,418,308 |
| ALPHABET INC | GOOG | Communication Services | 4.61% | 204,298 | -2,583 | -1.25% | $58,605,073 |
| BROADCOM INC | AVGO | Technology | 4.05% | 166,276 | +230 | +0.14% | $51,464,132 |
| APPLIED MATLS INC | AMAT | Technology | 4.02% | 149,533 | -243 | -0.16% | $51,109,099 |
| UNITED RENTALS INC | URI | Industrials | 4.02% | 70,115 | +3 | +0.00% | $51,082,984 |
| LOWES COS INC | LOW | Consumer Cyclical | 3.70% | 198,790 | +264 | +0.13% | $46,970,117 |
| ALPHABET INC | GOOGL | Communication Services | 3.49% | 154,362 | +1,090 | +0.71% | $44,388,418 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.99% | 182,558 | +2,494 | +1.39% | $38,021,357 |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 2.46% | 171,742 | -2,164 | -1.24% | $31,313,792 |
| NVIDIA CORPORATION | NVDA | Technology | 2.41% | 175,610 | +878 | +0.50% | $30,626,506 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 1.95% | 55,415 | +576 | +1.05% | $24,745,392 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 1.90% | 184,518 | -219 | -0.12% | $24,162,681 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.86% | 69,777 | +1,063 | +1.55% | $23,581,363 |
| GENERAL DYNAMICS CORP | GD | Industrials | 1.56% | 57,867 | +965 | +1.70% | $19,861,369 |
| VISA INC | V | Financial Services | 1.47% | 61,699 | +746 | +1.22% | $18,647,979 |
| BLACKSTONE INC | BX | Financial Services | 1.42% | 156,613 | +2,761 | +1.79% | $18,008,949 |
| BLACKROCK INC | BLK | Other | 1.40% | 18,520 | +103 | +0.56% | $17,811,571 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.40% | 189,484 | +3,117 | +1.67% | $17,807,727 |
| LENNAR CORP | LEN | Consumer Cyclical | 1.39% | 202,731 | +1,149 | +0.57% | $17,605,191 |
| CITIGROUP INC | C | Financial Services | 1.31% | 146,793 | +2,999 | +2.09% | $16,647,864 |
| NOVARTIS AG | NVS | Healthcare | 1.31% | 108,581 | +251 | +0.23% | $16,585,887 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 1.27% | 123,350 | +621 | +0.51% | $16,168,747 |
| DEERE & CO | DE | Industrials | 1.17% | 26,369 | +392 | +1.51% | $14,853,844 |
| SHELL PLC | SHEL | Energy | 1.15% | 156,690 | -811 | -0.51% | $14,572,206 |
| ISHARES TR | ICSH | Other | 1.11% | 279,754 | -3,599 | -1.27% | $14,161,151 |
| ENTERGY CORP NEW | ETR | Utilities | 1.05% | 118,544 | +462 | +0.39% | $13,319,606 |
| SIMON PPTY GROUP INC NEW | SPG | Real Estate | 1.02% | 69,576 | +35 | +0.05% | $12,978,075 |
| REALTY INCOME CORP | O | Real Estate | 1.02% | 211,044 | +5,652 | +2.75% | $12,911,712 |
| ARES CAPITAL CORP | ARCC | Financial Services | 1.02% | 715,985 | +11,012 | +1.56% | $12,902,050 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.91% | 46,149 | +1,402 | +3.13% | $11,564,016 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.88% | 294,522 | -3,003 | -1.01% | $11,144,725 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.87% | 219,659 | +12,540 | +6.05% | $11,026,897 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.76% | 170,927 | +9,479 | +5.87% | $9,688,180 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.75% | 102,342 | -1,537 | -1.48% | $9,505,587 |
| AT&T INC | T | Communication Services | 0.74% | 324,456 | -1,180 | -0.36% | $9,405,995 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.70% | 18,085 | +814 | +4.71% | $8,889,420 |
| CLEARWAY ENERGY INC | CWEN-A | Utilities | 0.66% | 215,549 | +2,368 | +1.11% | $8,443,075 |
| PFIZER INC | PFE | Healthcare | 0.62% | 282,832 | +14,902 | +5.56% | $7,941,923 |
| PUBLIC STORAGE OPER CO | PSA | Real Estate | 0.62% | 28,924 | +259 | +0.90% | $7,834,933 |
| CROWN CASTLE INC | CCI | Real Estate | 0.61% | 95,803 | +2,072 | +2.21% | $7,789,751 |
| EVERGY INC | EVRG | Utilities | 0.61% | 93,923 | +3,332 | +3.68% | $7,694,172 |
| SOUTHERN CO | SO | Utilities | 0.58% | 75,874 | -100 | -0.13% | $7,323,361 |
| CENTERPOINT ENERGY INC | CNP | Utilities | 0.57% | 168,145 | -1,381 | -0.81% | $7,257,138 |
| DIGITAL RLTY TR INC | DLR | Real Estate | 0.55% | 38,875 | -195 | -0.50% | $7,005,815 |
| EVERSOURCE ENERGY | ES | Utilities | 0.45% | 82,511 | +6,574 | +8.66% | $5,716,362 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.43% | 162,594 | -732 | -0.45% | $5,451,798 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.41% | 1,246 | +72 | +6.13% | $5,246,059 |
| ISHARES TR | IVV | Other | 0.38% | 7,338 | +8 | +0.11% | $4,793,255 |
| ATMOS ENERGY CORP | ATO | Utilities | 0.37% | 25,552 | -914 | -3.45% | $4,719,965 |
| FIRST TR SR FLTG RATE INCOME | FCT | Financial Services | 0.37% | 487,589 | -2,448 | -0.50% | $4,700,367 |
| US BANCORP | USB | Financial Services | 0.37% | 89,846 | +5,615 | +6.67% | $4,672,890 |
| CLEARBRIDGE ENERGY MIDSTREAM | EMO | Financial Services | 0.32% | 77,738 | +3,832 | +5.18% | $4,106,121 |
| SPDR GOLD TR | GLD | Other | 0.31% | 9,213 | +9,213 | +100.00% | $3,964,677 |
| SLB LIMITED | SLB | Energy | 0.31% | 76,237 | +6,274 | +8.97% | $3,917,828 |
| ONEOK INC NEW | OKE | Energy | 0.30% | 42,839 | -611 | -1.41% | $3,872,217 |
| PEMBINA PIPELINE CORP | PBA | Energy | 0.30% | 86,088 | -402 | -0.46% | $3,853,331 |
| BLACKROCK FLOATING RATE INCO | XFRAX | Other | 0.28% | 328,384 | +32,171 | +10.86% | $3,618,792 |
| STARWOOD PPTY TR INC | STWD | Real Estate | 0.28% | 206,984 | +12,460 | +6.41% | $3,564,278 |
| NUVEEN MUN CR INCOME FD | NZF | Financial Services | 0.27% | 284,883 | +38,939 | +15.83% | $3,469,875 |
| WELLS FARGO & CO | WFC-L | Other | 0.27% | 2,937 | -80 | -2.65% | $3,392,235 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.26% | 46,739 | +7,634 | +19.52% | $3,361,984 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.23% | 29,611 | +3,436 | +13.13% | $2,913,140 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.22% | 17,759 | +16,528 | +1342.65% | $2,847,123 |
| WELLTOWER INC | WELL | Real Estate | 0.22% | 14,385 | -15 | -0.10% | $2,844,157 |
| KAYNE ANDERSON ENERGY INFRST | KYN | Financial Services | 0.22% | 194,896 | +10,516 | +5.70% | $2,783,117 |
| XCEL ENERGY INC | XEL | Utilities | 0.21% | 34,118 | -150 | -0.44% | $2,710,378 |
| BROOKFIELD RENEWABLE CORP | BEPC | Other | 0.21% | 66,191 | +3,558 | +5.68% | $2,636,388 |
| BLACKROCK CR ALLOCATION | BTZ | Financial Services | 0.20% | 257,803 | -2,512 | -0.96% | $2,603,810 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.20% | 10,596 | +159 | +1.52% | $2,590,250 |
| BROOKFIELD RENEWABLE ENERGY | G16258108 | Other | 0.20% | 77,112 | +18,371 | +31.27% | $2,516,936 |
| GENERAL MILLS INC | GIS | Consumer Defensive | 0.19% | 63,174 | +17,923 | +39.61% | $2,351,344 |
| ISHARES TR | AGG | Other | 0.18% | 22,836 | +5,979 | +35.47% | $2,266,930 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.17% | 18,610 | -108 | -0.58% | $2,207,704 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.17% | 3 | - | - | $2,154,420 |
| MILLROSE PPTYS INC | MRP | Other | 0.17% | 76,202 | -1,014 | -1.31% | $2,133,656 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.17% | 7,144 | +98 | +1.39% | $2,101,722 |
| FIRST SOLAR INC | FSLR | Technology | 0.16% | 10,420 | +2,613 | +33.47% | $2,055,449 |
| NETFLIX INC. | NFLX | Communication Services | 0.16% | 21,100 | +7,588 | +56.16% | $2,028,829 |
| EXXON MOBIL CORP | XOM | Energy | 0.15% | 11,591 | -6 | -0.05% | $1,966,573 |
| INTUIT | INTU | Technology | 0.15% | 4,494 | +1,173 | +35.32% | $1,943,116 |
| VANGUARD INDEX FDS | VOO | Other | 0.15% | 3,219 | -10 | -0.31% | $1,923,876 |
| BANK AMERICA CORP | BAC.PRN | Other | 0.15% | 1,569 | -12 | -0.76% | $1,869,558 |
| COPART INC | CPRT | Industrials | 0.14% | 51,743 | +11,078 | +27.24% | $1,717,868 |
| ISHARES TR | IWF | Other | 0.13% | 3,762 | - | - | $1,604,117 |
| WALMART INC | WMT | Consumer Defensive | 0.12% | 12,615 | +1 | +0.01% | $1,567,818 |
| THE CIGNA GROUP | CI | Healthcare | 0.12% | 5,633 | -50 | -0.88% | $1,502,603 |
| DANAHER CORP DEL | DHR | Healthcare | 0.11% | 7,346 | - | - | $1,392,802 |
| ORACLE CORP | ORCL | Technology | 0.10% | 8,999 | - | - | $1,323,941 |
| ISHARES TR | IJH | Other | 0.09% | 17,382 | +653 | +3.90% | $1,173,806 |
| ISHARES TR | SHV | Other | 0.09% | 10,510 | -200 | -1.87% | $1,160,199 |
| CHEVRON CORPORATION | CVX | Energy | 0.09% | 5,575 | - | - | $1,153,468 |
| CSX CORP | CSX | Industrials | 0.09% | 27,750 | - | - | $1,139,138 |
| CONSOLIDATED EDISON INC | ED | Utilities | 0.09% | 9,778 | - | - | $1,106,782 |
| ISHARES TR | SUB | Other | 0.09% | 10,173 | +655 | +6.88% | $1,083,425 |
| ISHARES TR | MUB | Other | 0.07% | 8,813 | +1,300 | +17.30% | $935,500 |
| ELI LILLY & CO | LLY | Healthcare | 0.07% | 1,013 | - | - | $932,256 |
| ISHARES TR | IJR | Other | 0.07% | 7,454 | - | - | $926,607 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.07% | 2,731 | -36 | -1.30% | $898,199 |